<aside> 🔥 If you’re using Asana, consider creating a recurring task, and adding the checklist items as subtasks.

</aside>

Short Checklist

• [ ] 1. Screen set up for success
• [ ] 2. Evaluate Makers time
• [ ] 3. Are there any completed tasks?
• [ ] 4. Accept recently assigned tasks
• [ ] 5. Determine the order of tasks in the Today section
• [ ] 6. Move any tasks from the Upcoming section
• [ ] 7. Inbox Review

Checklist Details

• [ ] 1. Screen set-up for success
  • Ensure your computer screen is set up correctly and in a way that sets you up for efficiency when completing and transitioning to new tasks.
• [ ] 2. Evaluate Makers time
  • Review the calendar and budget your Makers time for the day.
    • What you can get done in terms of tasks depends on how much time you have available. How much time is on the calendar when you’re not in a meeting?
    • Get a sum of the hours and assess the structure of the day to determine what you can get done today.
• [ ] 3. Are there any completed tasks?
  • Look over your My Task view and determine if there are any tasks that are completed or no longer relevant. Mark those as complete and remove them from your view.
• [ ] 4. Accept recently assigned tasks
  • Review and Accept any "Recently Assigned" tasks.
    • Delegate or move to "Today", "Upcoming," or "Later" depending on priority and bandwidth.
    • Do you need to follow up on any requests to calibrate expectations of who will receive the task or when you can get something completed?
• [ ] 5. Determine the order of tasks in the Today section
  • Order and filter the "Today" Section in Asana.
    • Make sure that what you have in your Asana Today section is the right collection of Action Items.
      • Mark completed if they are done or no longer relevant.
      • Move those that are no longer a top priority to the upcoming or later section
• [ ] 6. Move any tasks from the Upcoming section
  • Review and Upgrade the "Upcoming" Section in Asana.
    • Make sure you are not missing items that are important from the upcoming section today.
    • Consider removing or updating tasks you didn't get to in 10 days.
• [ ] 7. Inbox Review
  • Run a review of the Inbox.
    • Empty Draft folder.
    • Handle anything in the Please Handle folder.
    • Review FYI and archive if appropriate.