Achieve Planner

Personal Time Management Software

 

 

Creating A Prioritized Daily To-Do List

A prioritized daily to-do list is a list of tasks that you are planning to do on a particular day that you've prioritized using the ABCD system based on their importance and urgency.

Achieve Planner's Task Chooser provides extensive support for creating and using a prioritized daily to-do list that is independent of your Outline/Project structure and it's priorities.

The system relies on the Task Chooser's ability to “pick out” tasks across all projects and to filter/sort them in various ways.

Review this lesson for more on the Task Chooser and Contexts.

Selecting Your Daily 'To-Do’s'

You'll want to start by selecting the tasks that you want to include in your prioritized daily to-do list from all the tasks that are available in the master outline.

One easy way to do that is to use a Context to tag the tasks that you want to include in your list. For example, you could tag them with a 'Todo' context to indicate that they should be included in your daily to-do list.

Here's what that might look like in the Outline:

As you can see, I've tagged three tasks in the Outline using a 'Todo' context to indicate that they are part of my prioritized daily todo list.

I could use the column filter in the Contexts column to filter the display and only show the To-Do's in the Outline, or I can use the Task Chooser to give me a list as described below...

Viewing Your Daily 'To-Do’s' In The Task Chooser

Once you've tagged the tasks you want to see with the Todo context, you can use the Task Chooser's context filtering to give you a list of tasks that match that context.

Here's what you need to do:

1) Go to the Task Chooser tab (Go -> Task Chooser menu item)

2) Select the 'Todo List' view from the Task Chooser view selector

I recommend using this view because it's already sorted by the Task Chooser priority column and it's a good choice to represent your prioritized daily to-do list.

3) Show the Task Chooser's advanced filtering options by checking the Advanced Filters checkbox

4) Enter Todo as the Context to filter by...

That will give you a filtered lists with only the tasks that match the Todo context...


Click On Image to Enlarge

You'll notice that the list is filtered and only shows the 3 tasks that I tagged with the Todo context.

You'll also notice that the priority is blank, even though these tasks had a priority set in the Outline. The reason for this is that this view shows a new priority field (the 'Task Chooser Priority') that is completely independent from the priority of the task in the Outline.

In this view, the list is sorted by the Task Chooser Priority (see the grid title bar immediately above the column headings), so if you change those task chooser priority values, the list will be sorted accordingly.

That's how you can create and view a Prioritized Daily To-Do List using Achieve Planner's Task Chooser.

Related Lessons

 

Effexis Software Home

Achieve Planner

Order Now

Download Free Trial

Take the Tour

  Get Organized

  Plan Your Work

  Work Your Plan

  Capture New Work

  Productivity Tools

Screenshots

Technical Support

Case Studies

Contact Us
 

Works with Windows 2000, Windows XP, Windows 2003 Server, Windows Vista,
Windows 7, Windows 8

 

 

 

Customer
Feedback

“I was reading over the testimonials on your website and I have to agree with all of them. I have spent the last 10 years working really hard on my time management skills and using the Tony Robbins RPM system.

Honestly I have to say that by using the Achieve Planner system, it has helped me focus much more on my RPM process because I was not wasting the time I was before managing the system. I have gotten a very good process down now and my efficiency and effectiveness has skyrocketed.

Mike Suco
 

“I purchased AP for my business and it has been a huge help in tracking and getting things done. It is straightforward and easy to use. It makes getting projects done much easier and tops Outlook and other tools that are either featureless or too huge and complex.”

Ray Diaz
 



“This by far the most intelligent piece of time-management software I’ve come across and I’ve tried a few.”

Joe Kissoon
 



“I’ve been using it for almost a month, and I’ve found it to be very helpful in managing my dissertation project.”

Greg
 



“I’ve looked at several personal productivity / task management software packages over my 9 year career in IT... I have to say that Achieve Planner is hands down the best personal productivity app I’ve ever used!

It is quick to learn & awesome at unifying all of my life’s commitments while not skimping on the details if you should need them. I also love the ongoing time management tips & messages of encouragement which really help keep me focused and remind me WHY it is important to stay on-track! Thanks Effexis!”

Greg Pickrell
 



Wow! I’ve been waiting 20 years for this product!”

Fernando Chapa
 



“Your Achieve Planning software is the best I’ve used. Continue the great work!”

Dan Cross
 



“Achieve Planner is the first time-management software program that I have found that really allows me to organize myself in a way that is more consistent with my wholistic lifestyle.

Believe me I have checked out a few programs and have an entire shelf of books and videos in addition to all the workshops and seminars I have attended.

It has been an up hill battle for me as a very right brained, ADDer (Definition of ADDer: Someone who finds life so exciting and full of possibilities that they can’t help but keep adding more and more to their already fabulous life!)

For me the point of managing my time is to be able to live with minimal stress and have even more fun, pleasure and prosperity... and Achieve Planner helps me do that!”

Caroline Bell, PhD
 



“I have tried just about every piece of time and project management software on the Internet, as well as most of the goal setting software that’s out there too!

I have to say that Acheive Planner is _the best_ program I have ever used.”

Dean W. Charron
 



“Also, thanks for a brilliant product. I have tried several time management type applications prior to discovering "Achieve" and they all seemed to lack something.

After loading the achieve trial I purchased the product very quickly afterwards as I could see the potential. I’ve now been working with "Achieve" for three weeks and will certainly recommend it to others.

It does exactly what I need and gives me a method of managing the multiple projects that my daily work involves.”

Paul Ralph
Scotland UK
 



“Thanks for making such an awesome product. This is far superior to any I’ve used before!”

Stephanie Chapman
 



“I work from home, and use to have my work schedule, ideas, and notes, spread between two desks, on multiple pieces of paper or just held in my head.

Achieve Planner has changed all of that. This tool is incredible, and has helped me organise everything so that I now have a solid plan to work to.

I know exactly what I have to do each day, and I can promise you one thing. Planning for the weeks and months ahead has never been this fun! Keep up the great job!”

Andy Williams
 



“Thanks so much for making a great product. It’s really helping me get organized in my personal and professional life.”

Darren
 



“It’s a great software product and we both love to use it. We both tried to use Tony Robbins OPA/RPM system for years.

My husband managed to make some progress with it, but it was a little too complicated.

The Achieve Planner does everything that OPA should have done and it is perfectly integrated with Outlook. More people need to know about it”

Liz Blackham
 



“I’d like to say that I really enjoy working with AP planner.

You made it so ergonomic. We can reach easily and rapidly any task, contact or project.
The keyboard shortcuts are very useful and intuitives.

There’s a lot of possibility in this software (I didn’t use every one of them yet) and I can’t hardly wait for the next developpements.
Really, Bravo !”

Richard Lavoie
 



“Your Acheive Planner is a work of genius. I recently purchased the
productivity suite and am stunned by all that this program offers. It’s like having a 24/7 personal assistant and personal life coach all rolled into one.

I just want to thank you for the time, effort, and creativity you’ve put into developing this truly revolutionary product.
May you live long and prosper!”

Mercedes Goldcamp
 



“I am in love with Achieve Planner. It has made a significant difference in how I organize my time and I am accomplishing more than ever without that feeling of being overwhelmed. Thank you for developing it.”

Bev Dugar
 



“This is the very best planning system I have ever used. I manage a small business and run about 5 or 6 departments by myself.

Achieve Planner has made it possible to effectively track all of my tasks and projects in one system. Thank you. Keep up the great work.”

Jesse
 



“The tutorials are excellent - short and to-the-point. They clearly explain  the steps needed to achieve a task in Achieve Planner without a lot of extraneous commentary.

I was/am very impressed. There are a lot of garbage tutorials ’out there’. Yours are excellent & I have found them most useful.”

Michael
 



“I’m finding it quite helpful. I’ve just been using the basics for about 3 weeks now and already starting to feel like I have a better grip on my week.

It allows me to take a realistic look at the amount of time I have available and then plan my task time accordingly.

I’m finding fewer tasks are "slipping between the cracks", plus I’m not as frustrated by not trying to meet unrealistic expectations.

The integration with Outlook is also very handy in that I can easily assign Tasks to staffers.”

Mark Herman
 



“Btw, I am IMMENSELY pleased with the Achieve Planner. I am a software engineer myself, and appreciate the detailed attention to the finish the careful engineering that has gone into the features of the software. Very well done!”

Arthur Vanderbilt
 



“I have been using this tool for about a month - I have tested many,
many, software tools for project & task planning before and have NEVER found anything that has immediately and positively impacted the way I work.

This is a GREAT tool and I only wish I’d found it years ago.

Thank you!”

Paul Sheard



“You have a very good program and its the best I have seen. Thanks for the help and I look forward to using it daily.”

Paul R.


“I sent you an email earlier on Procrastination and the wins I had from that course. I just thought the wins were big until I started applying the technology of your Time Management course.

Just after the first week of using Time Charts and Project Blocks my production has soared mainly due to NOT multi-tasking and doing what I'm doing while I'm doing it.

I have benefited greatly from using your technology and your software program, Achieve Planner.”

James Owens

 

 

 
Copyright © 2013 Effexis Software, LLC. All rights reserved.
Privacy Policy     Terms of Service Rodger Constandse