Daily Tasks

[click3]

Alex,

Am curious how you use IM-MM for managing Project Task Lists 

The closest I see is B-Project Ideas.

ie. As I go thru email, greader, etc, I come across things/ideas that I place on a To-Do list.  Today, I saw a post in greader and thought I should do that with xyz product.  But, I like to complete certain things for the day before I get into actual work.  So I put tasks on the To-Do list to stay organized. 

I can adapt, but seems to me there should be a section under Project or Business for a Task List.

Thoughts, suggestions, what u do?

Thx,
--Craig

[Alex Goodall]

Hi Craig

It is gap, you're right.

What I do (because I use exactly the same version of the Map as everyone else, so I suffer any shortcomings as well!) is to put my ToDo list at the top of my Activities Log (B-Current Activities Log (Business)). I make this very readily available on the Map anyway.

Personally, I think this is better than having a separate file for that purpose, because you can simply transfer the activity from the "ToDo" section into the "Done" section.

Unless there are view to the contrary, in the next release I'll simply change the description and purpose of the Activities Log rather than introduce a ToDo list file.

Alex

[logicallyme]

Hello Alex and Craig,

May I suggest that you add to the description and purpose, rather than changing it entirely.

I do the same thing you do, Alex, and it works. I'm training my daughter and husband to use the Index when I'm not available, so I'd hate to have to retrain them, most especially the husband. (He's "not a computer geek like" me.) I'm sure there are other Index users who would have the same problem.

The other Linda

[Alex Goodall]

Good point Linda. It's an additional use of the file, not a change in use.

I'm interested in how easy you found it to train others to use the Map, and in particular, to what extent you supplemented the video training with specific ways YOU use the map.

If there are learnings/insights you've gained that you feel are worth sharing, I'm sure they would be very welcome.

Regards

Alex

[logicallyme]

Hi Alex,

Sorry for the delay in answering your questions. Sometimes health gets in the way of things I'd rather be doing.

As for training this bunch to use the Map, that was easy enough. I had them sit down with me and watch the videos, stopping the video anytime they "didn't get it" and letting me answer the question in context. After that it was a matter of training them to think about where something might go - the most logical place to them - then having them create a shortcut for every other place someone might think the file should go. The shortcuts don't take up a lot of space, and even on a bad day I can find what I'm looking for without pulling my hair out!

Best wishes,

Linda

[Essie]

Hello,

I'm very new to the IM Index but I like the flexibility of the Activites Log. Much of the to-do's are intuitive and not difficult to remember. If I need a reminder I can easily add it to the activity log, and carry over if needed to the next day. I used to use a simple Windows Notepad ".log" file (which always places the cursor at the top of the page when it's opened) in just this way, so this is easy transition.

Also, if I have a list of to-do's or steps to perform that is either so unfamiliar or complex that I really need it out as a guide sheet, I would tend to write it up once as a separate document and place it in the folder of the Project it goes with, or the section of Business Ops.

Just my two cents.

Essie

[Alex Goodall]

Hello Essie

Yes - writing out detailed steps is a very good idea - and essential when you have to do those steps on a regular basis.

The place to put those is in the Operational Processes folder.

I am using those more and more - and when something goes wrong, I can often track it down to not having recorded a process and/or not following it.

For example, recently, I came across a "special offer" page that I'd put together some time ago for a certain promotion which I 'd fogotten about. And I found the offer was based on the price before my last price increase. As it happened,there was practically no traffic going there, so wasn't that important - but the point was, I'd fogotten about that page.

And the cause of that failure (since you shouldn't rely on your memory for things like this) was because I didn't have a "Price Increase" process documented, which would remind me of everything to check and update whenever I update the price of a product.

I have one now, of course!


Alex