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:

Coldwell Banker Elite Welcomes Amanda Corvetto

Coldwell Banker Elite Welcomes Amanda Corvetto

Meet Amanda Corvetto I grew up locally here in Gainesville and attended Stonewall Jackson HS in Manassas back before we had Battlefield & Patriot HS. I have since lived here to see the Western Prince William County areas develop over the past 20 years into an...

read more
Coldwell Banker Elite Welcomes Natasha Castro

Coldwell Banker Elite Welcomes Natasha Castro

Meet Natasha Castro My name is Natasha Castro and prior to engaging in the real estate industry, I was a stay-at-home mom and Marine wife. My son Elijah is the most amazing six year old child—he is so funny, smart and loving. We love to stay busy doing things like...

read more
Coldwell Banker Elite Welcomes Kristin Cobb

Coldwell Banker Elite Welcomes Kristin Cobb

Meet Kristin Cobb Prior to joining the Coldwell Banker Elite team, Kristin spent over a decade as a highly successful political fundraiser and strategist. Kristin doesn't credit her success in Washington to her drive, her focus, her over the top organizational skills,...

read more
Coldwell Banker Elite Welcomes Pam Downing

Coldwell Banker Elite Welcomes Pam Downing

Meet Pam Downing As a Virginia native, I am so excited to help families find their dream homes in Spotsylvania County! I was born in Virginia Beach and lived in Nassawadox on the Eastern Shore until I went to college at Virginia Tech. I spent a while in California...

read more
Coldwell Banker Home Listing Report 2016

Coldwell Banker Home Listing Report 2016

See Where Your City Stacks Up! Coldwell Banker annually shares a look at the nation’s housing market through an “apples-to-apples” comparison of like-sized homes. The Home Listing Report is the largest survey of its kind, comparing more than 50,000 4-bedroom/2-bath...

read more
Poppy Merrell Joins The Creative Team At Coldwell Banker Elite

Poppy Merrell Joins The Creative Team At Coldwell Banker Elite

Poppy Merrell - Content Strategist  Coldwell Banker Elite is proud to announce that Poppy Merrell has joined the Creative Team as our new Content Strategist.  In this role Poppy will be assisting in generating new content to engage both consumers and those within the...

read more
Coldwell Banker Elite Welcomes Jay Parrish

Coldwell Banker Elite Welcomes Jay Parrish

Meet Jay Parrish I was born and raised in Northern Virginia and after graduating from the University of Mary Washington with a Bachelors in Business Administration, I knew that Fredericksburg was where I wanted to live and raise my family. I’m happy to call...

read more
Coldwell Banker Elite Welcomes Sue McHaar

Coldwell Banker Elite Welcomes Sue McHaar

ABOUT SUE After moving all over the northern Virginia area, I finally decided to permanently settle down in the town of Stafford, Virginia and it has been my home for the past nine years.  Prior to joining Coldwell Banker Elite, I was in the banking field for over ten...

read more
Smart Home Staging Kit Launch

Smart Home Staging Kit Launch

Coldwell Banker Launches Smart Home Staging Kit Coldwell Banker’s launch of the Smart Home Staging Kit today is a huge benefit to our sellers and just another way Coldwell Banker continues to lead the industry with cutting-edge real estate marketing and services for...

read more
Coldwell Banker Elite Welcomes Lee Allen

Coldwell Banker Elite Welcomes Lee Allen

ABOUT LEE Raised in Northern Virginia, Lee and his family have lived in Stafford for the last 21 years. He currently holds a Virginia Real Estate Brokers license as well as a Virginia Contractors license. Lee has worked extensively in the home building business for...

read more

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

You May Also Like

The Pros and Cons of Renting Out Your Home

The Pros and Cons of Renting Out Your Home

5 Curb Appeal Tips for Fall

5 Curb Appeal Tips for Fall

Why It’s a Great Time to Be a Real Estate Agent in 2021

Why It’s a Great Time to Be a Real Estate Agent in 2021

Tips For Seniors Downsizing to a Smaller Home

Tips For Seniors Downsizing to a Smaller Home

What Homebuyers Want in Fall 2021

What Homebuyers Want in Fall 2021

Virginia Housing Market Recap for Summer 2021

Virginia Housing Market Recap for Summer 2021

How You Can Speed Up the Selling Process

How You Can Speed Up the Selling Process

7 Things to Ask Before You Buy Your First House

7 Things to Ask Before You Buy Your First House

Pin It on Pinterest