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August 20, 2005

How Your PDA Can Support You

Lori Richardson, the Sales Process Diva, offers suggestions on how to create a supportive environment. She suggests changing something small to start with.

I have found that most people do not take advantage of the incredible power of their PDA. One overlooked area is tracking tasks on your PDA. All PDAs have the capability to track tasks. You simply enter the name of the task, the due date, the priority (high, medium or low), the category and any other notes about the tasks.

Of course it's not enough just to enter tasks. You must review the list throughout the day and check off tasks once their completed. It's great for keeping track of sales calls you need to make or for follow up on commitments.

What is your experience with tracking tasks on a PDA? Do you find it effective?

August 20, 2005 at 04:21 PM in PDA Productivity, Sales | Permalink

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Comments

I presently manage nearly 700 tasks on my iPAQ 4150 and would be lost without it. I assign categories to everything so that I can quickly find the tasks I need to deal with in the moment.

Posted by: D | Aug 22, 2005 9:20:26 AM

Wow. That's a lot of tasks Dean! I have 570 tasks on my list at the moment. I use ACT! on my PC and ACT! for Palm OS on my Treo 600. ACT! unfortunately doesn't let you categorize tasks. It does allow you to link a task to a contact, which is very nice for sales.

It's tough to stay on top of that many tasks and know what the priority is. I think this is where using the Priority field can help a lot. The key is to focus on "High" priority tasks. But, it is necessary to review your complete task list periodically (once or twice a month) and change the priority and due dates of tasks.

I've also found it helpful to move low priority tasks off my task list entirely. If it looks like I'm never going to be able to devote attention to a task, I will move it to a Word file I use to track low priority tasks and issues (items on the backburner). The shorter your task list, the easier it is to review, select and complete tasks.

Posted by: Rick Cooper, The PDA Pro | Aug 22, 2005 11:38:24 AM

Hi, Rick:

I use the David Allen "Getting Things Done" system to manage my lists. I don't use priorities, but do a thorough weekly review (each week!) to review my lists and act on those that are critical, while maintaining clarity on the other items. I have a category called "Someday/maybe" on my Ipaq that I file the low priority or "Maybe I'll do that later" kind of tasks.

Posted by: Dean | Aug 22, 2005 12:51:30 PM

Thanks for the tip Dean. GTD is a great resource for strategies on increasing your productivity.

For more on the book, Getting Things Done, see:
http://www.davidco.com/products.php

For David Allen's blog:
http://www.davidco.com/blogs/david/

Posted by: Rick Cooper, The PDA Pro | Aug 22, 2005 1:49:30 PM

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