Tools You Could Be Using to Get Yourself Organized


I’m a person that loves lists. I would make lists for my lists if it were reasonable. For me (and maybe some of you also agree), there’s no other way. If I haven’t written something down that I need to accomplish, it will never get done because I’ll forget it altogether. There are too many moving parts in our days, personally and professionally, to try and remember everything in our mental agendas and calendars. We’re only human!

We’re busy these days, but we’re also lucky to have the technology available to us, to help organize our lives. The best part is, most of that technology is free to us.

Here are few tools that help me and my team get through our work days:

1) Asana. I mentioned my love for lists…and this might be the mother lode for list-makers. This is the primary tool my team uses at the office, to keep track of everyone’s ongoing tasks. You can organize by business channel, project, product type, strategy, or whatever serves your needs. Each tasks allows for descriptions and comments, and if you like to get really detailed, you can make sub-tasks for sub-task’s sub-tasks. Tasks can be assigned to team members with deadlines, attachments can be added and it’s easy to share the permalink of any task with other users.

2) Slack. At our office, we often refer to Slack as “Skype on steroids.” While the maker calls their tool a “messaging app for teams,” it seems like so much more. If it’s used company-wide, you can create public and private customized #channels based on different topics or parts of your business like #CustomerSupport, #Marketing or #ITSupport. If you want to have some fun with it, you can create conversations based on interests like #PetPhotos or #CoffeeSnobs. You can create and share notes, add attachments, easily share gifs with the /giphy feature (which we do often, maybe too often) and use the many integrated apps for voice and video calls.

3) Evernote. If you’ve ever used Google docs, you won’t have any trouble getting familiar with this application. It essentially allows for documents to be edited, saved and shared in realtime. You can stay organized by creating “Notebooks” where your Evernotes can live based on their content. Your Evernotes can include links, photos and even attachments. There’s a free version and a Premium version. To tell you the truth, I’ve always used the free version and have found it completely suitable for my needs. In fact, I’m writing this blog in an Evernote! For those looking for something a little fancier, the premium edition grants you offline access and the ability to turn emails into notes. You can also annotate PDFs, scan and save business cards and generate 10 GB of content. Just depends on what you need!

4) Any.Do. This is an app that I prefer to use for my personal life. At this point, you’re probably not surprised it’s another list management tool. What I love about this app is that lists can be shared with other users. So, say you and your roommate or partner share grocery shopping responsibilities. You can create a joint list of items needed in your home and as you or your roommate get the items, you can cross them off the list, which will be updated for the both of you in realtime. It also allows you to organize items by date or priority. If you’re OK with receiving notifications, it will nudge you when you have incomplete tasks, or if a deadline is approaching. If you hate notifications, you can turn these off.

While all of these tools are digitally-based, there’s never anything wrong with a good old pen and paper. That is still my favorite place to keep my lists. Good luck staying organized!

This was a guest blog post by Taylor Havlisch, Product Marketing Manager at CardConnect. CardConnect is a leader in payment processing technology and solutions (including 3dcart), helping more than 65,000 small businesses and enterprise clients process card payments, simply and securely. Learn more about how CardConnect works with 3dcart here.

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