Get organized with these Note taking and Checklist APPs

Real Estate Broker/Owner with Cloud Realty 0580137

I make notes and checklists on my phone constantly. Whether talking to a client, showing property, going to listing appointment - virtual or physical - making notes on the phone is something I am so used to! I want to share my top note and todo apps. FYI. I am possibly one of a few realtors using android phone, to be specific - OnePlus, but I believe all these are great on both iphone and Android platforms.Cloud Realty uses Microsoft TODO for its daily task completion management

Microsoft TODO. After trying MANY(dozens) and searching for the best todo app, I finally stopped at Microsoft TODO. This app works on all platforms, including Apple computers, Windows, Android. It's simply the best (for me and my team). It's simple enough, fast enough, shareable, allows for sub-categories - steps for each task, allows for deadline, allows for reminders, allows to add files and quickly add specific task to my list. You can create multiple lists, change the theme, add emoji.

Google Keep. In fact, I am writing this post on my Google Keep Mac computer note app. It syncs instantly with my android phone, gmail cloud and any other device. The notes are super visual as you can layout them in Pinterest or list style. Phone app is extremely fast, very simple featuring limited options for color background, checkboxes for todo lists, ability to add photos and voice notes. You can tag your notes with #hashtag to create labels or categories. You might think that Evernote is better and I, for long, thought it was! However, Evernote became overkill for my needs and using Google Keep is something I have stuck with for several years now!No alt text provided for this image

OneNote. Again, this is Microsoft! This is very complex note taking app also syncing on all platforms. I have this app saved on my phone and Mac home screen to take more serious notes and save large PDF, screen shots, MLS sheet data printouts, etc. I love it because you can create Notebooks and each notebook can have sections. This note taking app is widely used by college students as it is super easy to organize Class Notebooks. I find it useful for RealNo alt text provided for this image

Estate because I can log into it on my large screen and post large docs there with my comments, etc. When I am on the go, I can pull it up quickly from my phone and reference it. For example, my Notebook is called Cloud Realty, Sections are: In Contract, Current Listings, Showings, List2Lease, New Constructions, Clients. Once I click on Current Listings section it takes me to multiple pages, each devoted to a single listing. Moreover, the best feature is that once you are on that page - you can have everything in one space. The page is HUGE! You can enlarge or reduce it and see the whole variety of notes you took or images you saved on one page related to that listing!

Posted by

Leeza Morris, Master Certified Negotiation Expert. e-Pro, SFR, CDPE

Realtor, Broker-Owner of Cloud Realty, Denton, TX

(940) 391-5080

Leeza Morris Realty Team on Facebook



Comments (12)

Jeffrey Richman
Immediate Home Solutions - Waxhaw, NC
Creative Real Estate Specialist

HI Leeza Morris,,

Thank you for letting me know some of the alternatives that are out there.  I am going to be looking into some of them today.

May 18, 2020 05:52 AM
Nina Hollander, Broker
Coldwell Banker Realty - Charlotte, NC
Your Greater Charlotte Realtor

Hello Leeza... there are more of us using Smasung Android phones than you may think. I have loved all of my Samsung Galaxy phones... now using the 10+. As for doing checklists, etc. on my phone... somehow, not quite my style. I prefer a pen and paper. I've put things in my phone and then forgot they were there! :)

May 18, 2020 06:00 AM
Leeza Morris,

Completely understand! That's great you like Android! I am pretty much singled out when I meet realtors in Dallas TX area - all Iphones! Ya! I am checklist obsessed so i do it on paper first and then rewrite - that way it gets into my head and stays there! 

May 18, 2020 06:05 AM
Carol Williams
Although I'm retired, I love sharing my knowledge and learning from other real estate industry professionals. - Wenatchee, WA
Retired Agent / Broker / Prop. Mgr, Wenatchee, WA

Hi Leeza,
I have used the app KEEP for a long time and love its flexibility and versatility.

May 21, 2020 05:12 PM
Grant Schneider
Performance Development Strategies - Armonk, NY
Your Coach Helping You Create Successful Outcomes

Good morning Leeza Morris, - thanks for showing us some other check list apps.  Have a great weekend.

May 23, 2020 07:03 AM
Nick Vandekar, 610-203-4543
Long & Foster Real Estate Inc 610-225-7400 - Devon, PA
Selling the Main Line & Chester County

Thanks for the recommendations.

May 23, 2020 07:44 AM
Jeff Dowler, CRS
eXp Realty of California, Inc. - Carlsbad, CA
The Southern California Relocation Dude

Thanks for the information - I need to look into these. I still use pen and paper for some tasks, including my To Do list that I update regularly!


May 23, 2020 07:52 PM
Roy Kelley
Retired - Gaithersburg, MD

Thank you very much for sharing your experience and your suggestions.

Have an outstanding week.

May 24, 2020 09:57 AM
Dorie Dillard Austin TX
Coldwell Banker Realty ~ 512.750.6899 - Austin, TX
NW Austin ~ Canyon Creek and Spicewood/Balcones

Good evening Leeza Morris, 

So glad your post was featured in Carol Williams second chance Saturday series! Great apps thank you for sharing with us.

May 24, 2020 04:24 PM
Steffy Hristova
HomeSmart Elite Group Tempe AZ Tel: 602.710.8161 - Tempe, AZ
Tempe AZ Realtor - Your Home Close to Your Work!

Hi Leeza,

thanks for sharing this high view of the apps that you like and use. YOur post prompts to go and check MS todo, which shows on my desktop with the email, and I have oneNote on both the desktop ad the phone. I would like to start using them more, but paper and pencil in a general ledger style notebook organizes everything for me. When digital, nores are good for archiving, and quick reference afterwards. 

May 25, 2020 01:01 PM
Kathy Streib
Cypress, TX
Home Stager/Redesign

Hi Leeza- as much as Ilove all things involving technology I still return to my pen and sticky notes. I've been using Google Keep though and will take a look at Microsoft TODO

Thank you to Carol Williams for including your post!!!

May 27, 2020 10:14 AM
M.C. Dwyer
Melody Russell Team at eXp Realty of California, Inc. - Felton, CA
MC Dwyer-Santa Cruz Mountains Property Specialist

Congratulations Leeza on getting your post in the daily feature e-mail!    These look like good ideas; Bookmarked - Thanks!

May 29, 2020 08:40 AM
Stefan Heisl
- - New York, NY

If you are a realtor or just someone who desires to stay organized, these note-taking and checklist apps ought to be really helpful. From Microsoft TO DO to Google Keep and OneNote, there are plenty of preferences to choose from. In my opinion, Microsoft TO DO seems like a magnificent choice for its simplicity, speed, and shareability. Google Keep also affords some great features like visible notes and the ability to tag notes with #hashtags. And if you need a extra complex note-taking app, OneNote could be a precise option, especially if you want to prepare your notes into notebooks and sections. To learn more about these apps, visit this link and start organizing your lifestyles today!

Mar 09, 2023 01:24 AM