Workspace Dashboard for ALL of Life's Tasks?
Real Talk: what does everyone use to stay on top of pretty much everything:
- Appointments to the physician, chiropractor, dentist, and whatnot
- Financial: Personal investment portfolios by TFSA, RRSP, PSP (Profit-Sharing Plan), Non-Registered Investments
- Habits: dental, hair, skin, physical (workout), mental (mindfulness), sleep hygiene
- Self Development: designation exams, online courses, passion projects
- Social: plans with friends, obligations/things with family, work socials
- Other things: planning vacation trips, budgeting fancy dinners or concerts, random stuff that pops up
Does anyone have a fantastic system or something to help track all of the above?
Yeah, my mental abilities to wake up in the morning and recognize what day it is. Smartass-ery aside, Google Calendar or if you want to be a pleb, Outlook calendar. Whatever feeds through to the watches all you kids wear now if not at least your phone.
No offense, but if you need a dashboard for life's tasks as simple as regular hygiene? I'd say work on my first point of waking up in the morning and recognizing what day it is and knowing how you should start every day.
It's more geared towards keeping these things in the peripheral view and not letting them slip through the cracks when they're not an immediate focus.
Naturally, a passive portfolio only needs to be readjusted or viewed every month or longer, and I only really need to go to some professionals every 2-3 months or annually. But it's the simple notion of keeping those things in my view whilst focusing on work or the day-to-day habits that I'm struggling to maintain.
Again, hygiene should already be in the periphal because it's just something you do first thing in the morning. Exercise should become it's own habitual behavior too. Building that habit. For the farther out idea of checking in with your advisors, that should be their perogative to keep up with you. If they don't? Dump 'em. If you feel so driven to check on it yourself, set a calendar reminder at every weekend at most for thirty minutes to check in on it.
Pro-tip: set the last 30minutes of every day for yourself to catch up on everything. Whether it's logging notes, time, checking your portfolio, checking your social calendar to make sure you meet up, seeing what's coming tomorrow for any other appointments like self development, checking flights for vacay, etc.
Notion has most of these capabilities
what's been the biggest impact to me?
good on ya for thinking of this, took me a while to figure out what works for me but hope this is helpful. happy to answer other Q's
Could you elaborate on 3.2 - how do you keep your inbox clean? Do you assess where it fits in your planned schedule, and move your schedule around, especially for urgent and new items? Do you use a form of GTD?
Btw, just wanted to say thank you for sharing your advice for all of these years!
First, I'm intentional with when I'm looking at email, it's not an all day whatever drops in gets my attention kind of relationship. If somethings time sensitive people know to call me or text/send a Skype
second, I treat email not as a primary means of communication, it's more FYI or one way. An example might me if a client asks for something that can't be answered in one or two sentences, I call them and we hash it out, I may follow up after with an email but that's preferable to constant back and forth. I think people have mistakenly allowed email to take the place of 1:1 phone/in person communication or use it like you would texting. I think its best to be one way for file/information sharing, not conversing, as in: here's some info, we'll continue this conversation in another medium.
next, I'm ruthless with spam flagging, I give everyone two chances, if I don't want email from you I'll politely ask you once or twice, then you get flagged, this has cut things down tremendously
finally I always think in terms of coveys quadrants, email is mostly urgent but unimportant so I treat it as such. Far too many people treat it as urgent and that it must be replied to right away, I say bullshit. I'm in business development, and I can confidently say I've never lost a client/prospect for responding to an email with a phone call or not replying for many many hours. Sorry Jim Donovan
This is excactly what I was looking for with my post. Thank you so much for the incredibly detailed post.
I'll be spending this evening and this weekend getting on top of it to create a system that works using the advice and guidance from your post and from the posts below in adopting Notion and learning to set that up.
Fantastic as always, Brofessor.
Others have hit the high points but what works for me is having a reminder list in excel and checking it weekly. I have it dynamic table that ranks stuff by when I gotta do it and update the date when I last did it, then the formula calculates the next date to do it and re-arranges the list accordingly. Like I have a bonsai tree and am going to make a reminder to prune it annually (after it’s growing season) then repot it bi-annually. Then the list will look big but give me nice reminder for what to do in the next week/month.
also, a simpler way is you can get creative with reminders on iPhones now, you can tag them by type, set more complicated re-occurring reminders, and a few other tricks.
Helps me remember long term tasks that may just be forgotten
Very tactically speaking, I have found Notion as a helpful tool for organizing a lot of different parts of my life. It's a little slow and the UI isn't the best, but if you invest the time in setting your Notion up, it's a really sticky product.
Notion is the answer. Can do anything from a personal organization standpoint. Tons of templates, or can build your own calendars/checklists, etc. I use it for most things
be young -> no need for appointments
just buy SPY when paycheck drops
just take a shower occasionally
work should be more than enough for development
what friends? if you didn't grow up in NYC, you don't have friends there, just acquaintances. try to ask somebody to borrow money or something, and you'll see that nobody will be willing to help. just focus on work and relationships.
if you didn't grow up in NYC, your family lives in a different place, so no obligations with them. and in general what obligations?
work socials are gay.
no vacations as a junior. need to pay student debt, build some investments, accumulate good work experience, etc.
dinners and concerts on weekend nights are possible to arrange.
100% wrong. genetics/bad luck can creep up on you. had friends/clients who were under 40 and are triathletes, crossfit competitors, and lifelong exercisers with <15% BF get blood cancer, foodborne hep A (liver ruining, and not a drinker), and bone cancer all in the past 12 months. you can do all the right things, be young, and still have bad luck
go to the doctor once a year and get your damn bloodwork done. or don't, I don't know you, but I'm sure someone out there loves you and would miss you if you died
that said, agree on the rest of what you wrote mostly (apart from vacations)
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