Is there a way to prioritize tasks? Other than setting reminders and/or due dates.
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Tasks
- Contributor
Best answer by magort
Hi Paige,
I set up an Eisenhower Maytrix using categories. The Matrix assigns two categories to every task: Important or Not Important, and Urgen or Not Urgent. If you use the Matrix as intended, you focus on the Important, Urgent tasks, delegate the Not Important, Not Urgent tasks. Todoist has an excellent article regarding the Eisenhower Matrix here.
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- Smokeball Team
- 67 replies
Hey Paige. Have you thought about adding categories? There is a variety of ways you can define them that firms do to prioritize tasks.
The type of Priority: High Medium Low or Urgent Non Urgent
The Type of Work: Discovery, Admin, Filing, Drafting, Trial Prep, Records Request, Billing, Title, Service, Statute of Limitations
You can also add more than one category to a task.
You can literally put these on individual tasks or on tasks on workflows that repeat.
You can filter upon on categories on the task tab so for example, Zac is out of the office. Ill filter out drafting and admin, but I want to see Filing and High Priority Tasks. He can do the rest when he gets back, but ill take a look at all of those.
This article has shows you how to create tasks, set reminders and automate them using workflows. The training team is always happy to go over this on a session with you=)
Would also love to hear from other users what they use as categories for tasks.
+1- Regular
- 38 replies
- Answer
Hi Paige,
I set up an Eisenhower Maytrix using categories. The Matrix assigns two categories to every task: Important or Not Important, and Urgen or Not Urgent. If you use the Matrix as intended, you focus on the Important, Urgent tasks, delegate the Not Important, Not Urgent tasks. Todoist has an excellent article regarding the Eisenhower Matrix here.
Mike Gort - Gort Law, P.A. - Jupiter, FL
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