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Category: Act! Tips
Written by Ken Quigley
October 06 2023

Task management is a crucial skill that can help you stay organized and efficient. Internally at Keystroke we use QuickTasks for task management as it integrates with Act! and Webplanner for improved task tracking, collaboration, and project management, and you can use it at the office or on the road with our Windows, and IOS or Android mobile apps.

While not everyone can develop their own task management tools, people can adopt proven habits to become more organized and efficient. Here are some important steps for effective task management:

  1. SQuickTasks123etting Clear Goals: Identify what needs to be done, why it needs to be done, and by when. This will help you stay focused and motivated, providing a sense of direction and purpose for your tasks.

  2. Identifying and Prioritizing Tasks: Assess the importance and urgency of each task and organize them in order of priority. This will help you focus on the most critical tasks first and ensure that they are completed in a timely manner.

  3. Categorize your tasks: Lumping all tasks together into one place makes clearing your list more daunting, and increases the likelihood you won't start anything. Group your tasks into categories or projects so completion can be visualized in more digestible chunks. Nesting tasks under other tasks can also help with this process.
  4. Creating a Schedule: Allocate specific blocks of time to work on specific tasks and break down large tasks into smaller, more manageable chunks. This can help increase productivity and focus, and eliminate distractions.

  5. Monitoring Progress: Regularly check in on your tasks, assess your progress, and make any necessary adjustments1. This is crucial to ensure you are moving ahead.

  6. QuickTasks1234Making To-do Lists: To-do lists are classic yet powerful tools for task management, and the easiest part of QuickTasks.

  7. Prioritizing: Understandably, not everything on your to-do list needs to be done right away, which is why QuickTasks and Act! provides priority filtering.

  8. Planning: Define a task, set its priority level, and assign an owner. One of the beauties of QuickTasks is it integrates with Act! to import all other team members, making it easy to delegate tasks and push them to Act! for completion.

  9. Tracking: Monitor the progress of a task as it moves through the life cycle. QuickTasks allows you to easily filter by task you've delegated to Act! users, to see which remains to be completed.

  10. Execution: Perform the work required to complete a task, and then clear it in QuickTasks.

Remember, effective task management is all about being organized, efficient, and proactive. A program like QuickTasks for Act! allows you to task at the speed of thought from anywhere, whether it be at your desk or on the road with our mobile apps - even importing reminders from your IOS devices. The best part is all your computers and devices sync the tasks through Linktivity.net with our Link2sync service.

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