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Prioritizing your Outlook Tasks - Part 1

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Prioritizing your Outlook Tasks - Part 1
By JC Kadii, MortgageVirtualAssistant.comSM

When I posted an Outlook tip on calculating dates , Mara posed the following question: I have a long list of tasks. Do you know if there is there a way to put them in priority order without dating them?

Well, Mara, this one's for you.

There are two steps to putting your tasks in priority order.
  • Step 1 - Decide how you want to prioritize your tasks.
  • Step 2 - Use Outlook's Field Chooser to implement your prioritization system.
This post will cover the first step, and the next one will cover the second step.

Here are some options for prioritizing your tasks.

  • Prioritize your tasks using the A,B,C priority system.
  • Prioritize your tasks using the 4 Quadrants in Steven Covey's book, "7 Habits of Highly Effective People."
    1. Quadrant 1 - Urgent & Important
    2. Quadrant 2 - Not Urgent, Important
    3. Quadrant 3 - Urgent, Not Important
    4. Quadrant 4 - Not Urgent, Not Important
I prioritize my tasks by client, and by urgency (ex., 1= must be done today, 3= must be done this week, etc.). This way, I can quickly see all the tasks I'm supposed to complete for a particular client or all of the ones I have to get done today.

Click here for Part 2.




JC Kadii, Mortgage Virtual AssistantSM . 770-469-7385. Through http://www.close-more-loans.com/, JC leads a team providing top notch administrative, internet marketing, and technology services to mortgage professionals. Mortgage professionals are encouraged to visit the website and sign up for the More Closings email newsletter to receive the report 6 Steps to More Referrals.

Comments (7)

Dennis Sanchez
Coldwell Banker Tenafly - Hackensack, NJ

very great post, Outlook is very important to accomplish more and more efficiently.  After using it for a year, I can't work without it.

May 19, 2008 01:52 PM
Jon Zolsky, Daytona Beach, FL
Daytona Condo Realty, 386-405-4408 - Daytona Beach, FL
Buy Daytona condos for heavenly good prices

Quadrants 2 and 4 are the same?

May 19, 2008 02:17 PM
Jackie - computer-training-atlanta.com
770.498.7333 - Atlanta, GA
Learn to leverage technology to get more done.

Dennis - thanks for your comment. I love Tasks more and more each day.

Jon - Thanks for catching that! It's corrected.

May 19, 2008 02:27 PM
Kim Wood
The Tech Byte - West Chester, PA
Kim Wood ~ The Tech Byte

Prioritize then DOITIZE right :)  That's my problem. Thanks for sharing and you got a star in the Time Management group ... sorry for my delay!  

May 27, 2008 01:41 PM
Jackie - computer-training-atlanta.com
770.498.7333 - Atlanta, GA
Learn to leverage technology to get more done.

Kim - I think you've got a new word there "Doitize" . . . and thanks for the star.

May 27, 2008 11:55 PM
Norma J. Elkins
Elite Realty Group - Morristown, TN
Realtor - Elkins Home Selling Team

Very good post - thanks for sharing!

Oct 12, 2009 11:20 PM
Jackie - computer-training-atlanta.com
770.498.7333 - Atlanta, GA
Learn to leverage technology to get more done.

Norma - thanks for commenting. By the way, is this a new picture? I like it!

 

http://www.twitter.com/mortgageva

Oct 14, 2009 01:52 PM