I work with many clients in my business (mortgages) When I start with a client all my todos/next actions are about the same, i.e. take application, collect needed items, set up appr., set up closing.... I also track the progress throughout (is this ordered? have we collected this or that? Is the approval back etc.
Currently, when I start with a client I set them up as a project and add many items as next actions(application, locked rate, etc) I also have a today catergory in outlook that I move things to the day I want to complete them. So long story short.... I have next actions that might look like the following:
Project: Joe Blow
Next Actions: take application, order VOE, order appr, etc
Catergories that each might be in: Joe Blow, @ calls, @ computer, @today
So in this case each next action may have 3-4 catergories. Am I in over kill mode? Are they Projects?, Next Actions?, or what?
Anyone else deal with this type of repetitive next action scenerio? Suggestions please!