Using the Worklist to Focus on Your Top Priorities Today
Saying "No" to a client that is asking for "just one more thing" can be hard. Often you are forced to say yes, even though your plate is already too full to handle. Maybe you are afraid to alienate a client, but you have to balance that with the knowledge that something else may have to take a lower priority. Daylite can help you organize those priorities.
The Worklist gives you visual reminders of your top priorities.
What You'll Learn
- Using the Worklist to prioritize your day
- Pinning a Task to your Worklist
- Viewing your Worklist
What is your Worklist?
Your Worklist puts your top priorities front and centre. It's important to be realistic about what you can do in a day, and that's why you want to keep this list focused and small. Limit your Worklist to 3-5 Tasks. If other items come up that take priority, review your Worklist and decide which needs to be unpinned.
How to pin a Task to the Worklist
When you select or create a Task, you can pin it to the Worklist by clicking the grey pin icon within the Task itself.
A pinned Task will have an orange pin icon. When a Task is no longer a priority, click the pin again to remove it from your Worklist.
How to view your Worklist
After you pin a task to the Worklist, you can view it from the Home screen as well as on the sidebar under Tasks.
The Worklist is under the Due and Overdue section on the Home view. Because the Worklist is important, it will appear even when there are no Tasks in it. If a new priority comes up and you know it's going on your Worklist, save yourself some clicks and add it directly by clicking + next to Worklist on the Home page.
When you view the Worklist from the sidebar, you give your priorities even more focus. You can add items to your Worklist right here. You will also see your Due and overdue task which you can and drop right onto your Worklist
When prioritizing your Tasks and focusing on the the most important things becomes second nature, your ability to execute on your plans will increase exponentially. It might seem hard to say no to new Tasks or moving onto easier things but with Daylite and your Worklist, you're able to easily see what you've committed to and what's most important. With this easy-to-use list and more visibility, building up that muscle is simple and rewarding.
For more strategies on improving how you focus on the right tasks, check out How to Accomplish More by Doing Less.