HoldemCaulfield
Politicker
6
Sales Training & Enablement
We use Asana to manage both to-dos, 1:1s (I like this both for pre-prepared agenda items with my manager and also ad-hoc tasks that come up in our meetings --- can also roll them into larger projects after scoping if necessary), and larger-level sales training projects. I think it works fairly well in addition to a process-driven kick-off form that we use in order to get the project approved from sales leadership and other stakeholders. 

We also really think about the "why" that we'll deliver and what format we'll use to roll out the training.

We transitioned over from Smartsheet about a year ago (I like Smartsheet's Gant charts better), but I think Asana has better UI. In addition to these software apps, I think I live and die by digital calendar in Outlook for work / G-calendar for home life. I've never really been able to do the physical planner thing.

In the past, I've used:
- Todoist
- Methods from Habit Journal by James Clear to manage to-do/priorities:
Eisenhower Box:  https://jamesclear.com/eisenhower-box
- Right now, I'm really into the Ivy-Lee method: 
https://jamesclear.com/ivy-lee
FarmingU
Politicker
3
Account Manager
Great explanation and recommendation, I will check out Asana, it really looks like brings you a lot of value. Thanks you
HoldemCaulfield
Politicker
0
Sales Training & Enablement
Yeah, it's fairly easy to use and can be used for a lot of things, so it's not just an exclusive project management tool or a list tool.
Theloanemperor
Opinionated
2
Loan Officer
Asana is great. Big believer in it. If you havent used hubspot as a CRM it has a very similar function integrated into it.
HoldemCaulfield
Politicker
0
Sales Training & Enablement
Hubspot is great.I think it's a nice tool for lead campaigns. I never really used the CRM portion since I had SFDC as a CRM. 
FarmingU
Politicker
2
Account Manager
I started with a notebook and pen.
Then I just used post it.
Then I used the To-Do App from Microsoft
Then I bought an Ipad and now I use Good Notes, which has improved my productivity because I love to take my own nows rather than typing so with the pen it´s fantastic.
JuicyKlay
Politicker
1
AM
GoodNotes for daily tasks and calendar events for big tasks
kiraugais
WR Officer
1
I work on the WR product
I use reminders app which I think comes as a native app with my MacBook dock preferences.

Tried many other things, but this one is the easiest 🤙 keep coming back to it..
Ace
Arsonist
1
CEO
Notion + Calendar
followingup
Fire Starter
1
Account Executive
Notion & google cal has been fantastic, keeping it as simple as possible is what has kept me from feeling like I'm swimming in "to-do"s. I love Notion's how customizable Notion is, and I heavily utilize google cal's reminder or task features.
Blackwargreymon
Politicker
1
MDR
We also really think about the "why" that we'll deliver and what format we'll use to roll out the training.
Clashingsoulsspell
Politicker
1
ISR
We also really think about the "why" that we'll deliver and what format we'll use to roll out the training.
poweredbycaffeine
WR Lieutenant
0
☕️
Really a big fan of either HubSpot Tasks or my Google Calendar To-Do side-bar tool.
Aaronlovessales
Opinionated
0
Financial advisor
Buddy works at hubspot- do you like it??
poweredbycaffeine
WR Lieutenant
0
☕️
I've installed HubSpot at 3 companies now. It's got its quirks, but it does the job in a far more simple way than SFDC. I also don't need to know how to code to make custom properties or land some integrations.
Tres
Politicker
0
Account Executive
Email Calendar + Trello for tracking bigger items
funcoupons
WR Officer
0
👑
Calendar and our CRM
takapuna
Opinionated
0
Account Executive
I installed the momentum extension which has been great - or I just use reminders on my mobile
CaneWolf
Politicker
0
Call me what you want, just sign the damn contract
Apple notes function! I'm clearly very sophisticated.
itwasluck
Opinionated
0
Account Executive
This was me for the last few years, just migrated to Trello and found it significantly increased my productivity and reduced garbage note taking 
SalesPharaoh
Big Shot
0
AM BDR
Post it and sticky notes are great especially to put non priority tasks on my radae
CoastLife
Good Citizen
0
Large Enterprise Sales
I use Google Keep. It is ok. 
A few years back I used something I loved but can't for the life of me find it again. Help! 
Every time I opened a new tab, it was my to do list. Genius because it followed me everywhere. And simple. 
CuriousFox
WR Officer
0
Senior Account Executive
My notebook and Pilot G2 blue ink 1.0 never let me down.
sugardaddy
Politicker
0
Chief
I’m using the note system on my MacBook if it’s an online meeting. If it’s a personal meeting in using pen and paper 😌
Smithy
Politicker
0
Director of Sales
Calendar and notepad. 

I have a specific to-do list note pad for tasks and calendar for meetings etc. 

The feeling of putting a line through a completed task is unrivalled 
ryan_repvue
Good Citizen
0
founder
Yellow legal pad and pen.  I also keep my inbox minimal - if it's in my inbox it needs to be acted on.  If there's some to do from an email then I'll add it to my (written) list and archive the message.  I can't escape my list, can't minimize it, it won't crash, haha, always staring at me.
Theloanemperor
Opinionated
0
Loan Officer
I live by my CRM, hubspot. I used to set tasks, but with how updated i keep it in combination with my loan origination system, it's pretty easy to know what needs to be done. If nothing needs to be done on my current pipeline, i need to be finding more deals!
slaydie
Politicker
0
Account Executive
My calendar is a mess but its the only think that works in reminding me to do stuff
Patbate
Politicker
0
Product Advisor
I use a pen and a pad. Every morning before I get the work day started I write down “what do I want to accomplish today” and I write down everything I want to accomplish in my personal and professional life. On too of this I also use the “reminders” function on my iPhone. Between these two things I feel I stay pretty on top of all of the things I want/need to get done.
itwasluck
Opinionated
0
Account Executive
Trello - I found you can fit more tasks on one screen than Asana with more options to customize 
NoSuperhero
Politicker
0
BDR
The most important thing about having a to-do list is having it present, so write it down. And, if you use a pen and paper the better. Have it present more or less.
JesterQueen
Politicker
0
ISR
I just have a notebook and pen
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