Archive for ‘Task Management’ Category

Posted on: August 30th, 2021 by Julie Bestry | 16 Comments

According to the Einstein page at Stanford University covering questions about Special and General Relativity:

This new reality was that space and time, as physical constructs, have to be combined into a new mathematical/physical entity called ‘space-time’, because the equations of relativity show that both the space and time coordinates of any event must get mixed together by the mathematics, in order to accurately describe what we see. Because space consists of 3 dimensions, and time is 1-dimensional, space-time must, therefore, be a 4-dimensional object. It is believed to be a ‘continuum’ because so far as we know, there are no missing points in space or instants in time, and both can be subdivided without any apparent limit in size or duration. So, physicists now routinely consider our world to be embedded in this 4-dimensional Space-Time continuum, and all events, places, moments in history, actions and so on are described in terms of their location in Space-Time.

Whew. That’s a lot. But I’ve got good news. This won’t be on the test! (We’ll leave it to the physics majors.)

But as a professional organizer, I often have to solve problems that involve time (and the management of tasks) and space (and the excising of clutter and the rearranging of the molecules of what remains). So, in this second week of looking at solutions that help our students go back to school, I’m sharing two products I praise often for handling the “time” part of the equation, and a few new delights for the space aspect. 

TIME AND RELATIVITY

Getting firmly back onto “clock time” is key to the back-to-school process, and not just for little kids. Parents, teachers, and college students are just as much in need of time management support as little ones.

Getting control over the clock, especially after the lazy, hazy, crazy days of summer (and whatever these last 18 months have been) means really having a sense of time as it passes. Getting the “feel” of how long a quarter hour or ninety minutes really is can be hard, not just for kids, but for people with ADHD and various executive function disorders, and for any of us who’ve had a “flexible” relationship with time over this recent while.

It’s not just kids (or adults working in loosey-goosey fields) who have trouble with time. I’ve worked with engineers and scientists — professionals for whom precision is essential — on their productivity skills. We’ve started with an exercise where I tell them to begin a task we’ve discussed, and I will stop them after they’ve worked for eight minutes. I’ve seen two things happen.

When doing administrative work, like expense reports or employee reviews, these clients struggle. 90% of them have looked up at me early, insisting that surely it’s been eight minutes already. For about a third of those, they are certain at least that much time has passed before even the five-minute mark! They may as well be kicking the back of my seat and whining, “Are we there yet?”

In contrast, when these same clients are set free to work on their passion projects, to delve into whatever science-y, engineering-y thing they love (think: the Professor from Gilligan’s Island), they are often shocked when I call, “Time!” Sometimes, in just eight minutes, they’ve forgotten I was even there! (I try not to be offended by this.)

I guess Einstein was really right about time being relative, eh?

When you’re not “in flow,” when you’re focused on the time but not enthusiastic about the task, time passes slowly. If you don’t get into the flow state, into the groove, you’re constantly checking on the time and not embracing the task with your whole heart and mind, a recipe for dissatisfaction and unfinished work.

Or, you find ways to self-soothe, to do anything but what you’re supposed to, and you get into a flow state but doing the wrong thing. An analog clock, one that shows you the time as it passes, can be a comfort, to assure your “monkey mind” that you won’t be forced to do something boring and distasteful forever. The clock makes time a concrete concept; if you can see that you only have to do your workout routine for 20 minutes, your brain will back off of the obsession with how long it’s taking to do those downward-facing dogs or lunges or whatever.

Conversely, if you are in flow (on work or homework and hopefully not scrolling through social media), it can be hard to effectively transition from what you’re doing now to what you’re supposed to be doing next. Again, an analog clock with a gentle alarm can help you do this.

Also, friend-of-the-blog Dr. Melissa Gratias has a great post, “What is a “Task Transition” and How Can It Make Me More Productive?” on this very topic, and while the advice is geared for grownups, you can modify the instructions to help students get better at transitioning between projects.

For more on flow, check out the “Sidebar on Flow and the Unpronounceable Mihaly Csikszentmihalyi” in my post from last March, Flow and Faux (Accountability): Productivity, Focus, and Alex Trebek or watch Csikszentmihalyi’s superb TEDTalk, below.

 

Longtime readers know how much my profession loves one particular kind of analog clock/timer.

Time Timer

Time Timers aren’t just clocks. They have three important features:

  • They’re analog. Most clocks and timers these days are digital, and for a lot of people, digital time is pretty amorphous. 11:12 and 12:11 don’t feel appreciably different.
  • They’re visual. Digital clocks don’t show you the passage of time, they just show you numbers. You can ask Siri or Alexa to tell you when 45 minutes are up, but depending on where you are in the flow state, not really sensing the passage of time can lead to anxiety. But all of the Time Timer products (including the Original, the Plus, the Mod (my favorite!), the watches, and the apps) have a colored disc that shows the passage of time so you or your kids can have a more sensory experience and see time passing.
  • They’re not distracting. You don’t hear Time Timers tick like most analog clocks or timers. There’s an optional audio alert when time is up, but otherwise, there’s nothing to steal your focus.

There are many different ways to corral the benefits of analog clocks, especially the Time Timer, into your back-to-school process. For example:

Busy parents are trying to get their kids up, get themselves put together, make sure some kind of breakfast is attempted, pack lunches, sign permission slips, and get everyone out the door. That’s a lot to do, and mornings can be a slog. Setting up a colorful Mod in the high-traffic kitchen keeps everyone’s eyes on the prize.

Got tiny humans who take way too long on morning grooming, meaning that making the bus is an iffy proposition? Setting the Time Timer PLUS 20 Minute on the bathroom counter will let them see that washing the breakfast off their faces, brushing their teeth, combing their hair, and getting dressed need to be accomplished in a bit more orderly fashion and look…that’s another five minutes or more of the red disc disappearing! It’s helpful at both ends of the day, because an orderly bedtime ritual (with a combo dry-erase board and TimeTimer) can make mornings flow better, too.

Note: I’m not sure what kind of societal norm we’ve developed to keep clocks out of bathrooms, but Paper Doll is coming out firmly against that. As someone who has occasionally been known to hold a book in my left hand while lackadaisically holding the hair dryer in my right hand, I think an analog clock, particularly a Time Timer, belongs in the corner of any bathroom countertop to keep our attention where it belongs. (Speaking of bathrooms, last November, when we were in the thick of the pandemic, I wrote Organize Your Health: Parental Wisdom, Innovation, and the New Time Timer® Wash. Given Delta, Delta+, Lambda, and whatever Greek letters might come our way, it’s worth revisiting.) 

Are your older students (in high school and college) going to be taking standardized tests this year? SATs? ACTs? GREs? LSATs? M-I-C-K-E-Y-M-O-U-S-Es! (Sorry. Got carried away for a minute.) These timers are ideal for practicing timed sections of those exams.

And, of course, Time Timers are a great way for high school and college students, as well as office workers, to get (and stay) in the flow when using the Pomodoro Technique, whether you’re using the standard 25 minutes of focus/5 minutes of break method, or a modified 45 minutes of work/10 minutes of break approach.

For more ideas, check out how the Time Timer can be used:

Academic Planner: A Tool For Time Management®

If you’ve been reading Paper Doll for even a little while, you should be familiar with the Academic Planner: A Tool For Time Management®, the brainchild of my colleague (and fellow Cornell University alumna) Leslie Josel of Order Out of Chaos. Last year, when Leslie’s latest book launched, I interviewed her for Paper Doll Peeks Behind the Curtain with Superstar Coach, Author & Speaker Leslie Josel.

Back in ye olden days (that is, when Paper Doll went to school), middle and high school students didn’t generally have planners. The more organized of us had top-bound spiral notebooks, as though we were junior reporters (or youthful spies) and we used them as assignment notebooks. Teachers recommended faithfully copying down each assignment before leaving the classroom. If these instructions were followed, you’d get home at the end of the day with a page or two of clear notes of what pages you had to read, what problem sets you had to complete, and what essays needed to be written.

Unfortunately, assignment notebooks are like to-do lists. They tell you what to do and when it needs to be finished, but provide no context. (Maybe students should read my post from last month, Checklists, Gantt Charts, and Kanban Boards — Organize Your Tasks?)

So, somewhere in the 1990s, middle and high schools started giving out school-themed paper planners for students to track their projects. It was an improvement, just like planners adults used. Those planners gave kids space to write due dates, but no guidance for keeping track of all the granular details of a complex teenage life—not just classes, homework, projects, and exams, but extracurricular activities, part-time jobs, and family obligations!

This is where the Academic Planner: A Tool For Time Management®, a Family Choice Award-winner, comes in. Leslie’s patented calendar layout helps students see their school assignments right along with their after-school activities so they can plan when they have time to get work done and not merely know that they have to get it done. 

© 2021 Order Out of Chaos

The planner has a wide variety of features and benefits:

  • Instead of having to write course names over and over as assignments come up, the planner has unique subject pages at the front and the back so students only have to record class subjects (for which 7 subject boxes are provided) once! If it’s written once and always there, you can’t forget it!
  • The planner has oodles of space to enter all Monday-Friday school/after-school activities from 2 p.m. until 9 p.m. as well as weekend obligations. This makes it easier for students to plan and manage their time and tasks.
  • The pages of the planner line up with the grid of classes on a class-by-class basis, so it’s easier for students to record their weekly schedules and review them. (This is a plus for all those schools that use those weird modules so that every week’s schedule is different!)
  • The planner lays out the days of the week horizontally across the top of the weekly two-page spread instead of putting half a week, stacked, on either side. This is much more like the kind of layout most adult paper planners use, and the grid format makes it easy to enter and view assignments and due dates.
  • Because a weekly view gives a pretty constrained sense of what needs to be accomplished, the planner also has monthly pages and large pages for writing complex assignments and activities.

See it in action:

In addition to the planner itself, there are a variety of downloadable extras, including a project planning guide, a study planning guide, printable academic planning worksheets, and an accessories pack with a page marker, a monthly tab sheet and a sheet of student stickers.

The whole kit-and-caboodle is $19.99. (If you’re in the US, be sure to use the code FREESHIP60 when you check out to get free shipping on all orders above $60.) You can also get a pack of extra stickers and accessories for $10.79, if you’re so inclined.

Personally, I think adults would get more enjoyment out of their paper planners if they felt at ease buying stickers. In a cool stationery store in London in 2019, I bought a packet of stickers with motivational messages and cool graphics, like luggage tags to mark vacation days. Adult coloring books became a self-care powerhouse. Why not stickers?

Paper Doll thinks adults would get more enjoyment out of their paper planners if they felt at ease buying stickers. Adult coloring books became a self-care powerhouse. Why not stickers? Share on X

Finally, as we wrap up the “time” section, I want to point out again that Leslie’s book, How to Do It Now Because It’s Not Going Away: An Expert Guide to Getting Stuff Done is top-notch for high school and college students needing support on time management and productivity. It’s one of only two books I recommend when parents ask for organizing advice for their students. The other is Donna Goldberg’s classic, The Organized Student: Teaching Children the Skills for Success in School and Beyond. It’s also superb, but was published in 2005, so unlike Leslie’s book, there are few tech solutions. (It’s also much more geared for tangible organizing vs. Leslie’s, which focuses on tasks, time, and overcoming procrastination.) 

SPACE: THE FINAL (and limited) FRONTIER

Last week, in Vibrant and Vertical: Organizing Paper for Back-to-School, we looked at products for helping students of all ages manage their paper. Today, we’re focusing on organizing space, particularly for college students in dorm rooms, where space is in short supply

Flat-Plug Power Strips and Surge Protectors

If you’ve moved a college student into the dorms, you’ve probably noticed two things about the space. First, it’s at a premium and you can’t afford to waste an inch of it. Second, the room wasn’t designed by professional organizers, which means that it’s not optimally functional.

For example, the built-in heater is right next to the desk, putting the expensive new computer at risk. The short cord for the mini-fridge limits where in the room you can actually put it. And the electrical outlets are all behind desks and beds, so a traditional extension cord plug needs up to two inches of space to accommodate the plug head!

Aha! But did you know there are power strips and surge protectors with flat-head plugs, so instead of poking straight out, they extend to the side, taking up minimal room, allowing furniture to sit, if not flush against the wall, much closer?

I like this tiny Anker Power Strip with USB PowerExtend. Not only is it designed with a flat plug, it has a 5-foot extension cord, two outlets, and two USB ports.

 

 

At only 3.3″ long and 1.8″ thick, this isn’t going to power everything in the room, but it’s ideal for bed-side or desk-top items you need to charge, and at $12.74 from Amazon, it’s an inexpensive solution to the “I can’t plug it in!” frustration.

The Anker Power Strip comes in black or white, and in 5′, 8′, and 10′ lengths, but for some reason, the black versions are more expensive than the white ones at every length. 

If you want an actual surge protector and one that accommodates charging multiple devices, there are a variety of options. I like the style and functionality of this Tessan Power Strip Surge Protector.

In addition to the flat plug, it has nine AC outlets and 3 USB ports, and a 6.5′ cord. But what appeals to me in particular is the functionality of the design in how the outlets and ports are laid out, with three outlets on the two sides and top of the surge protector, and the three USB ports on the small front end. By not squishing everything on the top surface, there’s more room to use those occasional oversized charging plugs. It’s $19.00, and in the reverse of Anker’s odd pricing, the white version is more expensive, at $24.99.

USB-USB-C Adapters

I recently purchased one of the gorgeous new 24″ iMacs. When I got it, I was so focused on the front:

that I didn’t really pay that much attention to the specs or the photo of the rear view:

If you’re an old-time iMac user, you may (or may not) peek at the lower left corner of the rear of the computer and see the problem. You see, on my old iMac, I had four USB ports, two Thunderbolt ports, and an ethernet port. On the new iMac, I have just two itty-bitty, teeny-weeny USB-C ports and two ittier-bittier Thunderbolt 3 ports. 

The problem? Computers don’t come with CD drives anymore, so I have an external one with a USB connection. And I have a 2TB external hard drive for backing up locally, also with a USB connection. I have a USB Fitbit charger, a little USB fan for hot days, and a USB podcast-quality external microphone. And now none of them fit my new computer!

Now, this isn’t a tragedy. I use an old-timey Space Bar monitor riser with two front-facing and three rear-facing USB ports, and two front-facing USB charging-only ports, and I just need to plug the new iMac into the old riser. But during the transition, I really need something to make everything fit in a tiny, tidy way. (And the Space Bar monitor riser is ancient, so I can’t count on it forever.)

So, if you’ve got a high school student or college student with a new computer and a lot of (slightly) older devices and chargers, you don’t need to rush to purchase a desktop space-hogging USB hub adapter. Instead, get a sense of how much your student needs to modify the space part of the space-time continuum.

There are miniature adapters, sans cables, you can plug in to the USB-C ports of your new devices and plug your older USB items into them. I purchased a Syntech USB C to USB Adapter 2-pack in Rose Gold (to coordinate with the purple iMac, of course) for $10.99.

Instead of shelling out for a big hub that I probably don’t need, for a little more than $5 each, these little 1.08″ long x 0.65″ wide x 0.32″ high doohickeys save space and minimize the number of cables in my space. 

If you’ve got a dorm-based student, looking for space-saving items for electronics, check out the wide variety of tiny USB-to-USB C options.


 

I hope you and your families have a great school year. Good luck taking up your share of the space-time continuum!

 

Disclosure: Some of the links above are affiliate links, and I may get a small remuneration (at no additional cost to you) if you make a purchase after clicking through to the resulting pages. The opinions, as always, are my own. (Seriously, who else would claim them?) For more information regarding how Best Results Organizing handles affiliate links, please see the affiliate section of the site’s Privacy Policy.

Posted on: July 26th, 2021 by Julie Bestry | 18 Comments

Let’s talk about tasks.

How do you keep track of what you have to do? How do you make sure you’re doing the “right” things, the ones that are your highest priorities? How do you keep yourself from getting stressed out by everything waiting to get done?

Beyond your own progress and productivity, how do you make sure your team (whether that’s your department or committee at work, or TeamFamily) is being efficient, getting the right things done, and not duplicating efforts?

There are a wide variety of methods (originally created in analog formats, later adapted to the digital world) to collect your “aspirations” (things you want to do or should do) and track progress. The most common method of noting what you need to do (so that you don’t forget it) and monitoring what you have completed, is a checklist, but we’re also going to look at two other types of tools for keeping on top of your tasks and projects.

CHECKLISTS

The most basic type of checklist is a “to-do” list. You write down what you have to do — and hopefully, you do it. (Motivation is beyond the scope of today’s post, but feel free to check out Count on Accountability: 5 Productivity Support Solutions and Flow and Faux (Accountability): Productivity, Focus, and Alex Trebek to address ways to get from knowing what you intend to do to actually achieving it.)

If you only have a few items, and you don’t have to worry about the order in which tasks are accomplished or who is getting what done, a to-do list is fine. If you have three or four tasks (say, two errands, a phone call, and a package to box up and mail), you can even get away without checking off the completed items. For our purposes, we’ll even leave aside the debate over checking things off vs. crossing them out. We’ll leave that for a future post! (But Paper Doll is Team Check-It-Off.)

Of course, there are more intricate checklists. In Dr. Atul Gawande’s book The Checklist Manifesto, he wrote about the power of a checklist to combat the problems that arise from the sheer (growing) complexity and volume of human knowledge and our efforts to strive to be better, build bigger, and live more boldly. No matter how much specialized training we have and how we use technology to support our efforts, things go awry. Tiny steps get missed.

But the humble checklist can be the solution. In Gawande’s book, he looked at how mistakes in the operating room (contributing to both mortality and morbidity) have dramatically declined since the institution of the World Health Organization’s Surgical Safety Checklist in many countries.

©1942 Life Magazine, August 24

Since 1935, airline pilots have developed and used pre-flight checklists to ascertain that the maintenance and on-deck crews have accomplished all tasks, in the proper order, before takeoff.

Almost all manufacturers have training manuals with checklists delineating proper safety and other precautions for smooth production efforts. In the construction field, they’re called punch lists, and they ensure that the architect, the contractor, the sub-contractors, and even the building owner complete all of the dependent and interdependent tasks so that everyone can finish the job efficiently and safely.

Checklists can be analog (paper) or digital (anything from a document on your computer or in the cloud to a desktop or mobile app).

The appeal of analog is that it’s familiar. You pull out a piece of paper and start listing all of the things you need to get done. Voila. For greater granularity, you can develop sub-lists to improve your productivity. For example:

1) Group all of the tasks that involve errands in one list, then visualize where you’ll have to drive, and develop a sequence so that you travel the fewest total miles.

For example, if you had six errands, you could zig-zag from one to the other, or you could plan a route that would take you to the farthest location first and then complete more tasks as you travel back toward home. 

There are even apps that will optimize the most efficient routes, based on what is commonly known as the Traveling Salesman Problem, without you having to do all that math!

Most are designed for delivery companies rather than personal errand runners (and are priced for them, too), but there are a few worth checking out to amp up your out-of-the-house to-do list progress:

  • Circuit – free routes for up to 10 stops, then $20/month
  • MapZen – really for only the programmers you know, but this article can help
  • RouteXL – sadly, it doesn’t integrate with your phone’s GPS, but it is free!

2) Group conceptually related tasks into sub-lists. For example: calls to return, research you have to do, things you have to write. You will improve your productivity if you can get into a flow state, focusing on what task type. 

3) Prioritize tasks in your lists so that the most time-sensitive are done first. small victories breed success, and if you get the time-pressured tasks completed first, you’ll have more mental energy to focus on the things ones in line.

When you’re analog, you can easily see everything planned for the day or week (or your “life” lists) and you can make changes wherever you are, as long as you have a writing implement and (given that we just came out of a nine-week notebook series) paper. No charging, no waiting for something to power up, no waiting while an app updating. 

Of course, analog lists have a few downsides. The more information you add, the messier your list get. It’s harder to update when plans and priorities change, and then you get a page full of scribbles, and the only way to update to a clean list is to start a new page.

Then again, for some people, that’s the exact appeal of analog; the writing and re-writing of tasks gives you an opportunity to continually reconsider the relative value of tasks in your life. If you’re constantly going to the store to pick up a few grocery items, this frequent review may convince you to upgrade your grocery planning game or even outsource to a delivery service so that you can plan once a week and have food auto-magically appear. (Think: Instacart or Shipt.)

Also, it’s easier to lose an analog list than a digital one. You may prefer your task lists to be created digitally so that, once synced, everything you have to do lives in your phone and computer, going wherever you go. I bet you have at least one task app right now, and perhaps many. One site recently recapped The 82 Best Cross-Platform Tasks Apps of 2021, including their platforms, prices, and whether they support collaboration!

While having your ride-or-die key features may be important, as with most systems, whether it’s notebooks and planners, or software and apps, commitment to one system is generally the biggest signifier of success. Some of the most popular task apps for individuals include:

  • Remember the Milk – a classic! Free or $20/year for Pro with advanced sorting, sub-tasks, Apple Watch support, and unlimited task sharing
  • Teux Deux – free on mobile, $3/month or $24/year
  • AnyDo – free, or from $3-$6/month, depending on billing frequency preference
  • Things 3 – Apple only and pricey, but it has die-hard fans; $50/Mac, $10/iOS
  • Google Tasks – free with your Google account
  • Reminders – free, and built into all of your MacOS and iOS devices)
  • Habitica – if gamifying your tasks might give you a little more motivation

If you’ve got a team, and you’re looking for serious project management rather than task lists, you might consider:

  • Asana – free for individuals and small teams, $11/user/month for Premium, and $25/user/mnth for companies. Asana is a full-on project management tool.
  • Basecamp – the limited personal version is free; for businesses, it’s a flat $99/month
  • Trello – free for individuals and small teams, $10/user/month for teams up to 100 users. (Trello is a stellar tool and, in my opinion, much more user-friendly than the other options. More on Trello later.)

GANTT CHARTS

If you’re working through a repeated project, one that generally has the same set of steps performed each time (whether it’s prepping for a vacation, on-boarding new employees, or migrating to a new cell phone), a checklist will give you confidence that you haven’t missed an essential action.

When you’re the only one performing the tasks, and each step is fairly distinct and short-lived, a checklist is enough. But when you’re dealing with multiple projects (each of which have multiple dependent tasks), especially when your whole team is involved, project management devotees find that a Gantt chart is useful.

Gantt Chart Image by OpenClipart-Vectors from Pixabay 

A Gantt chart is basically just a horizontal bar chart showing the timeline of a project. It’s one way to visualize the project schedule so that you can track the work as it’s getting done (or, not getting done) and noting the key milestones as you as your team hits them.

Each horizontal bar represents a task or element of the project, and however long the bar extends represents how long the task will (or should) take. Think the bars on a Gantt chart like how your cable TV menu shows the programs on individual, horizontal lines, one line per network, and how a sit-com takes up a short time range, a one-hour drama takes up twice as much space, a movie extends even further, and a football game extends off the screen and you have to keep scrolling.

Color-coding identifies which person or team is responsible for each task, and you can use symbols to identify dependent tasks.

While a checklist clarifies what needs to be done and tracking can be updated with a simple checkmark, it’s not very refined. A Gantt chart offers some distinct advantages. You can:

Get clarity – The Gantt chart requires that you have a project plan in place and that you develop a timeline to accomplish everything. A checklist starts as a brain dump of all related ideas, and then may morph into something orderly if precision is required. But a Gantt chart requires precision at the outset – what tasks will be done? By whom? In what order? Started when? Completed when? Which  elements are dependent upon other elements being completed?

See time – With a Gantt chart, you are going to estimate timelines with the knowledge that while some things may be completed earlier than expected, other stages will take longer. As necessary, you can update and lengthen the bar for applicable stages. If only the cable TV on-screen guide would update, in real time, when a sporting event ran long so you wouldn’t have to keep checking to see if your show was ready to start!

Each adjustment gives you the opportunity to evaluate potential changes to your process. Will you have to delay your project launch? Or might you authorize overtime or bring in people from other departments (or outsource) to deliver the project on-schedule. Visualizing time in, well, real time, means you know if you need more (human or financial) resources.

Give everyone the big-picture view – The more people are involved, the harder it is to see what’s going on with other teams. A Gantt chart offers perspective and serves as a real-time status report without need for a meeting that could have been an email, or an email that could have been “Just look at the Gantt chart!” With the chart, you know when it’s about to be your turn start, and to deliver, your part of the project.

A Gantt chart offers perspective and serves as a real-time status report without need for a meeting that could have been an email, or an email that could have been *Just look at the Gantt chart!* Share on X

Gantt charts have some downsides. It takes a while to set them up, and you really need to develop them digitally, as anything beyond the most simple kind will get messy on a whiteboard.

You can create free Gantt charts from templates online or in software you may already be using:

  • Airtable – which has the advantage of being pretty (and check out the video below for an in-depth look at Gantt charts in general, as well as Airtable’s approach)

  • Agantty – check out the company’s YouTube page for lots of helpful tutorials
  • Canva (another pretty option, with lots of templates and customization options, but less easily updatable than the spreadsheet-based options)

There are also web-based software options specifically designed for developing Gantt charts, available at varying price points, including:

  • Toggl (free for solo users; $8/user/month for teams, and $13.35/user/month for businesses)
  • SmartSheet ($14/user/month for individuals, $25/user/month for businesses)
  • ProjectManager.com (free for up to three users; $14.user/month for teams, $25/user/month for large businesses)
  • Clickup (a visually appealing solution, with a free level and an inexpensive ($5/month) unlimited option)
  • GanttPro ($15/user/month for individuals, $8.90/user/month for teams)

 

A checklist is simple. A Gantt chart is more complex, but streamlined and visual. Alas, neither is very inspiring. Luckily, there’s a tool that mixes the elements of both to provide visual motivation for your productivity.

KANBAN BOARDS

Image by Gerd Altmann from Pixabay 

One of the most increasingly popular ways to track tasks is through the use of tasks boards, often known as Kanban boards. Kanban is the Japanese word for “billboard,” and I think a Kanban board can serve as a billboard, advertising and promoting your tasks to you.

Kanban is the Japanese word for 'billboard' and I think a Kanban board can serve as a billboard, advertising and promoting your tasks to you. Share on X

Kanban boards come out of the Japanese lean manufacturing process, but all you really need to know is how to make a simple one to work for you:

  • A Kanban board has columns, sometimes described as “swimlanes,” to help you visualize each element of your efforts at various stages in the process.
  • Cards, sticky notes, or icons depicting the task move, from left-to-right, through the stages represented in those columns or swimlanes. This lets you (and your team members, if applicable) see where each task falls in the progress toward completion.
  • At minimum, there are three columns: To Do, Doing, and Done. If you prefer, say Pending, In-Progress, and Completed. (But it’s so much fun to move it to the right-most column and shout, “Done!!!”
  • In the To Do column, set up all of your brainstormed tasks from that brain dump, just waiting to move forward. There can be a melange, or you can group them by task type.
  • When you start working on a task, move it to the Doing column. And, as you’ve probably guessed, once you’ve finished, it can move to the Done column.

Unlike a to-do list, you can see your status and feel motivated. Unlike a Gantt chart, it doesn’t feel so formal!

And you can absolutely make your own Kanban boards. Obviously, this has diminishing returns the larger your group is, but it’s great for you on your own, for your family, or for your small group (dorm suitemates, colleagues in the same office, etc.)

If you want a visual representation of what you (and maybe your family or team) needs to do, you can be as low-rent or as happily crafty and DIY as you prefer.

Me? I’m all about low-effort. If there’s no whiteboard in the space where my client and I are working, I’ll use two vertical strips of blue painter’s tape on the wall and a stack of multi-colored Post-It® notes. Instead of a massive list of tasks that creates a sense of overwhelm, we:

  • Put each task on a sticky note.
  • categorize tasks types by color – perhaps phonecalls in blue, things to write in red, bills to pay or invoices to send in green
  • Select the highest priority task(s) to put in the middle column. Get working!

You may wonder how you can be “doing” more than one task at a time, but the Kanban/task board works best looking at day-by-day progress. If you call the doctor’s office to make an appointment but have to leave a message, leave it in the “doing” column until the doctor’s office calls back and you’ve scheduled the appointment. If you’re writing a document but have to pause while you wait for some data to come in, for today at least, it stays in the doing column. Of course, if a task stays in “doing” more than a few days without any forward momentum, you’ll need to reconsider.

You can take a photo of your board and share it with team members via Dropbox, Evernote, GoogleDrive, etc. Post-it® even makes its own app for scanning, capturing, and sharing! (See what Post-it® has to say about Kanban boards!)

No painter’s tape? Try party streamers.

No wall space? No white board? How about a window or a mirror? Be creative and think vertically.

If you prefer something a little more artistic, office supply giant Quill has put together a nifty infographic on creating a task (AKA: Kanban) board.

 

If you want to DIY your own digital Kanban board, make a few columns in a spreadsheet like Excel or Google Sheets. Label the top row with column headers for To Do, Doing, and Done. As you work on a task, cut it from the first column and paste it into the second. When you finish a task, cut it from the second column to the third. 

But really, if you’re going to go digital, pick one of the Kanban-making apps. The bright colors, drag-and-drop features, and advanced resources will make it worth your while.

  • Trello – There’s so much built-in automation, I can’t think of a better place to start. (There’s a lot more you can do, as this video shows, but Trello was created to make Kanban can-do! 

There are so many sites getting into the Kanban game, that rather than list other apps, I’ll just point you to some recent round-ups:

The big advantage of a Kanban board is that you (and everyone else) can see it and stay motivated.  In your house or office, when the Kanban board is on the wall, it’s a great billboard.

But what if you have 15 people on your team, spread across five cities and two continents? Your Kanban may be in Google Drive or iCloud or in the dedicated software, but I find that things that “live” in your computer or phone just don’t have the same immediacy as brightly colored sticky notes on your wall.

Or do they? What do you think?

Checklists, Gantt charts, and Kanban boards: what do you use for yourself? What would you like best for your team? I look forward to seeing which techniques and which apps have caught your eye.