I’ve used daily to-do lists since the early 1980’s, starting with a WH Smith page a day diary and graduating to the Franklin Covey system for many years. In the late 90’s I tried electronic systems with little success and seemed to always return to my trusty ring-binder.
What eventually moved me in to the e-world was:
- The Cloud and
- The arrival of multiple devices that can sync in real-time
So now, given a wifi or 3G/4G signal, I can work at a desk all day, ride a car/train/plane or sit in a restaurant/cinema/shop/holiday hotel (even a catamaran in the caribbean) and stay in touch with what I have to do.
For some months now I’ve been using Wunderlist as my Cloud-based task manager.
It’s free, simple, so easy to use and visible on every device.
The challenge as we grow is that we must keep pace with:
- Task management
- Project management
- New business pipeline management
- Client/Partner/Licensee/Team relationship management
And connect all of the team to each other and to Clients, Partners and Strategic Alliances.
So, we have been experimenting with lots of options – and haven’t come up with a solution yet that effortlessly solves the problem.
Even since January this year, we have played with:
- Less Annoying CRM
- Google Circles and Drive
and we are now looking at:
- Coach Accountable
- Lotus Notes
The list seems bewildering and the brief daunting.
Our Operations Director has extensive experience of working in corporate UK and of software businesses – she is expertly placed to do the research.
The challenge is to come up with a simple to use, cloud-based platform that will allow us to deliver all of the above stated ‘managements’ and still allow us to keep a quick and easy daily to-do list.
If there is a system you know that I have mentioned, please drop me an email.
I’ll keep you advised as we conclude our research.