Personal Task Management for the Executive Assistant

Whether you’ve been an assistant in real estate for five days or five years, you know that you need a way to keep yourself organized. That’s what your personal task management system is for: a place to capture all those ideas and things to do.

That’s why I love Google Tasks and Google Keep. It’s likely that your team is already using Google products which means using these Add-ons doesn’t incur any additional expense.

This video walks you though the features of these Add-ons and how I’m using them for myself.

When used consistently, I believe these Add-ons will help you stay organized. Something I forgot to mention in the video is that I often use Tasks as a reminder for me to follow up with someone after I’ve made a request.

For example, let’s say I have a meeting with my lead agent and I’m waiting for him to let me know if he needs me to order more For Sale signs. I create a task that says, “WF – Ron to give me # of signs to order.” WF stands for Waiting For. Then, I’ll put a reminder on it for a couple days in the future. That way, if he doesn’t get back to me in a couple days, the reminder will pop up for me to ask him about it. And, if he’s already gotten back to me by the time the reminder pops up, I can simply mark the item done.

Are you currently using Tasks and/or Keep? I’d love to know how you’re using them! Drop me a comment so we can collaborate.

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