Do you find yourself randomly completing tasks with no rhyme or reason? Do you have piles of notebooks and scrap paper with to-do list items that you may or may not have ever completed? Inefficiencies and lack of planing in your work days leads to STRESS. Let’s be honest, we all have enough stress to deal with, and chaotic workdays being the norm does not need to be one our primary stressors.
ORGANIZE YOUR FILES, AND UPLOAD REGULARLY TO A CLOUD LIKE GOOGLE DRIVE
Your desktop should have some rhyme and reason to it. Clear mental space by organizing your files and making them easy to find. I like to organize my desktop into folders for each “section” of my work/life. From there I organize folders into subfolders that make files easy to find.
I upload each of these folders onto Google Drive. That way I can access them on the go via the Google Drive app.
CREATE TEMPLATES FOR THINGS THAT YOU DO REGULARLY
Are you constantly sending the same inquiry response or ask email? If you do not have a customer relationship management software (I use Dubsado, and you can save 20% when you sign up with this link) that saves canned email templates, you can save these emails to your Google Drive for easy copy and pasting.
I have over 30 email templates saved and ready to end. In addition to naming them, I like to use Emojis that correspond to each category that I use in Dubsado, and other apps .
The same goes for anything that you are spending time creating every day. Some examples might be contracts, releases, forms, schedulers. In addition to communications with customers, clients, or coworkers, creating templates for graphics that you use on social media, on your website, or in emails is a major time saver, and the perfect way to remain consistent in your visuals. My team uses Canva to create our graphics, and we share folders with templates. This saves massive amounts of time, and helps us remain on brand in everything that we put out. Keep your templates organized wherever you are creating them.
USE A PROJECT MANAGEMENT APPS
Over the course of 13+ years in business, I have utilized many different systems and apps to help keep my business organized and on track. Whether you are running a business, working in corporate or otherwise, managing your workload is essential for managing workday stress.
My team is currently using ClickUp, and WOW, what a lifesaver. This app allows us an incredible amount of organization to the boatload of projects that we are working on at all times moving forward. Some of my favorite ClickUp features include:
Separate spaces (dashboards) for each of my businesses/categories. I have spaces for Beyond Boss, Caitlin Thomas Photography, Mentoring, and Personal/Home. This allows me to visualize what I need to accomplish in different areas of my workday.
Within each space you can create separate lists. The Beyond Boss team utilizes a list of spaces (and notice the Emojis match our Dubsado categories) that helps us break down tasks and visualize what needs to be done.
When you open a task, you can upload files, start a Zoom meeting, add comments, update the progress, add subtasks and more. Honestly, amazing. Below you can see an example of our Black Friday merch drop task (and maybe a peek at things to come).
SHARE A SCHEDULER WITH EVERYONE
Are you coordinating with anyone to keep your life moving? A spouse, friend, babysitter, parents? Using Google Calendars to stay in sync is crucial. My family and team have separate calendars for everything, and we share with necessary people. For instance, my “wedding” calendar is also shared with my Mom since she babysits the girls on wedding days.
I hopethese tips help you destress by adding rhyme and reason to your day. When you create your own systems, you will be shocked by how much more efficient you can be. More efficiency in your workday equal more time to relax and enjoy life outside of work. If you are interested in learning more about utilizing systems in your day, get on our email list and find out first when the Beyond Boss Online Season 2 is available!
Caitlin Thomas is the Founder of Beyond Boss, a professional photographer, and a mama of two. She is passionate about helping other women make more time for living and enjoying life, without sacrificing their dreams and ambitions.
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