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Can't keep up with follow up tasks

I am generally very organized. Use various tools for different needs. But what's killing me is the constant influx of follow-up tasks after a call or email. If I stopped to write them all down, I'd never have time to work on doing them. But if I don't have…

原帖正文r/productivity

I am generally very organized. Use various tools for different needs. But what's killing me is the constant influx of follow-up tasks after a call or email. If I stopped to write them all down, I'd never have time to work on doing them. But if I don't have them all written in one place, it's impossible to figure out how to prioritize them. So I end up with a million notes to myself, chasing what seems either most important or most urgent. I hate this feeling. Is there some workflow thing or tool that I'm missing here? The role is sort of a combo of sales and customer service. Not much prospecting; it's the same set of about 120 accounts across about 45 - 50 products. So if you're working with Bob on item 1, there is almost inevitably a slide into discussion of 2 - 5 unrelated items that generate entirely new to-do items. Also we don't really have sales tools - a CRM that is basically a glorified rolodex, one decent tool to help manage email sends, but nothing to help manage to-do lists or pipelines or anything. Any ideas??? I don't even know what kind of software I could ask for. Have never done sales before this job, so I don't have the standard experience to lean on.

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u/iwantboringtimes

But if I don't have them all written in one place, it's impossible to figure out how to prioritize them. So I end up with a million notes to myself, chasing what seems either most important or most urgent. if your CPU is on your desk and IF the case its metallic, ya can use magnetic bulldog clips to hold scrap paper with those "million notes to yourself". And because magnetic - it's easy to "Eisenhower Matrix" them or make a "Kanban Board" out of them. google those terms to just have a quick idea of what they look like. Cleanest setup though is to have them on a white board w/ a metal backing. Specifying the metal but because there's some whiteboards that aren't metallic. If your desk doesn't have one or if you don't vertical metallic surface to play with - I rec putting one on your desk. EDIT to add that IMHO magnetic bulldog clips w/ scrap paper is just plain superior to using pieces of magnetic whiteboard which most kanban sets (last time I checked) apparently use.