3 Ways to Stay Organized with Todoist

Nov 17, 2020 | Agent Education, Blog, Careers

Share via:

As a busy real estate agent, you are constantly juggling a bunch of different things at once.  You are dealing with multiple buyers, sellers, and contracts at various stages and just trying to keep everything straight and organized.  It can definitely be overwhelming! You really need to have a to-do list tool that will keep you on track to make sure that you don’t miss any of your daily tasks.  There are tons of different to-do list apps out there including Google Keep, Apple Reminders and many more.  Today we are going to focus on 3 ways to stay organized using Todoist.  One huge benefit about Todoist versus some its competitors is that it is compatible across all of the major platforms (Android, Apple/Mac, and Windows).

1. Keep track of all your tasks by getting them out of your head!

Todoist in its most basic form is a really awesome to-do list that is simple to use. With everything you have going on in a normal day, it is really hard to remember everything that you have to do.  The most important is to get all of your tasks out of your head and into a list.  You will feel so much more relaxed and confident about getting things done once you have them written out in a trusted place. Todoist has been around since 2007 and is used by major corporations like Amazon, Disney, and Facebook. So, you can rest assured that your data is safe. 

It is very easy to add tasks to your list.  All you have to do is click on the plus sign in the top right of the screen on a Chrome browser (or desktop app) or the bottom right on the mobile app.  This will bring up a Quick Add Task window where you can input your task.  You can also schedule a due date and time by tapping where is says Schedule. An awesome feature is that you can also schedule by using natural language, for example “Call back Mr. Jones to discuss the appraisal tomorrow at 9:30am”.  It will automatically detect the day and time and add it to your task.

 

2. Categorize all of your tasks by projects

Now that you have moved all of your tasks out of your head and into a list, you may be feeling overwhelmed with the amount of tasks you have to complete!  It is going to help you to sort out all of your tasks into categories. Luckily, Todoist allows you to sort your tasks into what they call “Projects”.  I recommend you create projects like Real Estate and Personal. You could create a separate project for each of your active listings or current contracts.    You get five current projects with the Free version of Todoist (up to 80 if you archive old projects). See the example below of what a project looks like for a current listing. This ensures that you won’t miss any of the small tasks in a transaction.  Quick tip – you can save your listing task list in a document somewhere and then just copy and paste in all of your tasks when you have a new listing. You can even share your projects with your clients so that they can see everything that goes into selling their home or even have them check off the things they need to do.

3. Visualize your projects with board view

Board view is a newer feature from Todoist, and it is awesome at allowing you to visualize your project.  A lot times tasks aren’t simple and may be “in progress” for a while.  The board view helps to understand exactly where you are at in a particular project and what still needs to be completed. You can always switch back and forth between list view (traditional) and board view even after you start a project. You can drag and drop the tasks in between sections very easily as seen below

Here is a tutorial from Todoist showing exactly how to use their board view:

In summary, with as much as you have going on, you really need to have a digital to-do list with you at all times. I feel that Todoist provides you with exactly what you need to be efficient and not miss those small tasks that are crucial to wowing your clients in the end.  I hope these 3 tips help you to be more organized on a daily basis.  Reach out to me with any time management or to-do list tips and tricks!

Jay Parrish

Jay Parrish

Digital Marketing Manager

Recent Posts:

CBx: Your Agent’s Secret Weapon

CBx: Your Agent’s Secret Weapon

Selling your home can feel like a shot in the dark sometimes—who should my agent be advertising my home to? What type of person is most likely to want to live in my area? How does my home stack up against the other homes in the neighborhood? What if you could pinpoint...

read more
Coldwell Banker Elite Promotions

Coldwell Banker Elite Promotions

We are so excited to announce the promotion of three of our wonderful staff members to Vice President positions! These three staff members have been integral to our company's success and we are thrilled that they will be continue to provide our agents and clients with...

read more
Habitat for Humanity Fundraising 2017

Habitat for Humanity Fundraising 2017

For over a decade, Coldwell Banker Elite has been a proud supporter of the Greater Fredericksburg Habitat for Humanity.  Every year, Coldwell Banker Elite hosts a number of events to raise money for the Greater Fredericksburg Habitat for Humanity.  Below you will find...

read more
Coldwell Banker Elite Welcomes Corey Reynolds

Coldwell Banker Elite Welcomes Corey Reynolds

Meet Corey Thank you for taking the time to get to know a little bit more about me! I was born and raised in Danville, VA but I've been a resident of the Fredericksburg and Spotsylvania County areas for 6 years. I'm a husband to a wonderful wife and father to four...

read more
Coldwell Banker Elite Welcomes Laura Holt

Coldwell Banker Elite Welcomes Laura Holt

Meet Laura First, let me thank you for taking the time to read a little bit about me and what I have to offer as a licensed real estate agent. I want to connect with you. I know that you’re about to choose an agent that will assist you with one of the most important...

read more
Coldwell Banker Elite Welcomes Leslie Gregoire

Coldwell Banker Elite Welcomes Leslie Gregoire

Meet Leslie I grew up in the Northern Virginia area and after serving in the United States Marine Corps I decided to make Stafford my home. I developed an interest in real estate shortly after purchasing my second home here in Stafford. I love helping people...

read more
Coldwell Banker Elite Welcomes Luisa Antunes

Coldwell Banker Elite Welcomes Luisa Antunes

Meet Luisa Thank you for taking the time to read this about me and to get to about know a little who I am. My family and I have lived in Stafford for the past 14 years. Although I have lived all my life in Northern Virginia, I cannot see myself or my family living...

read more
Coldwell Banker Elite Welcomes Bernadette Talty

Coldwell Banker Elite Welcomes Bernadette Talty

Meet Bernadette I have recently joined the Coldwell Banker Elite team – the industry leader! I look forward to assisting you with your real estate needs. We will work together to create a successful plan to meet your goals while utilizing all the newest technology...

read more
Coldwell Banker Elite Welcomes David Cropper

Coldwell Banker Elite Welcomes David Cropper

Meet David I'm David Cropper, your Fredericksburg area Real Estate Agent. A former owner of a successful small business, I am honored to be working with Coldwell Banker Elite. Prior to real estate, I specialized in insurance, building my own multi-million dollar...

read more

Are you looking to buy, sell or rent a home?

You May Also Like

Beat the Heat: Is a Home with a Pool Right for Your Family?

Beat the Heat: Is a Home with a Pool Right for Your Family?

7 Ways To Keep Long-Term Commercial Tenants

7 Ways To Keep Long-Term Commercial Tenants

Help in a Hot Market: 3 Ways To Help Your Clients Navigate a Changing Housing Market as an Agent

Help in a Hot Market: 3 Ways To Help Your Clients Navigate a Changing Housing Market as an Agent

Welcome Home to Amelia Street

Welcome Home to Amelia Street

The Pros and Cons of Buying a Vacation Property 

The Pros and Cons of Buying a Vacation Property 

Why Commercial Real Estate is Still a Good Investment in 2022

Why Commercial Real Estate is Still a Good Investment in 2022

5 Easy Projects to Boost Your Home’s Curb Appeal

5 Easy Projects to Boost Your Home’s Curb Appeal

Pet-Proofing Your Home for Your New Best Friend

Pet-Proofing Your Home for Your New Best Friend

Pin It on Pinterest