Task Management Tips
Best practices for staying organized with tasks.
Best Practices
- Use templates — Save your most common task lists as templates and apply them to new relays to save time.
- Set due dates — Always set due dates on important tasks so they appear in your Today and Upcoming filters.
- Check the master list daily — Start each day by reviewing the Tasks page to see what is due today and what is overdue.
- Break large tasks into smaller steps — Create separate tasks for each step instead of one big task.
- Use multiple task lists — Organize tasks by category (e.g., one list for documents needed, another for inspections, another for closing prep).