Plan a day’s work
Choose what to move forward today and break larger tasks into a step you can start.
On this page
Capture new work in Unscheduled
Create a task when a request arrives and describe the result it needs. Leave it in Unscheduled until you decide when to start.
For ‘Prepare the client proposal’, keep the client’s question, existing materials, and delivery requirements in the note.
Choose what you’ll work on today
Review your existing plan and select realistic work from Unscheduled. Set its start date to today and leave other tasks for later planning.
Add due dates for actual commitments. The start date expresses the plan; the due date records the deadline.
Break out the first concrete step
If a proposal still feels too broad, add subtasks such as ‘Check client requirements’, ‘Outline the proposal’, and ‘Verify pricing sources’.
Schedule the step you need today and give later steps suitable dates. Use each subtask’s note for findings and materials.
Leave a place to resume tomorrow
Check finished tasks. For unfinished ones, record progress and what is missing, then adjust the next start date.
When waiting for someone, schedule a concrete follow-up or reply check that you can carry out.