In dealing with the daily volume, if every new client is a project with 20 or so steps to completion, and there are numerous customer serivice issues each day, and very little is done away from the computer, does it make sense to categorize the time blocks set aside for dealing with stuff.
Such as New Biz, Customer Serivce, Questions for Underwriting, Email, Phone Calls, Marketing.
Each new biz is a project list. Marketing all starts as projects.
I feel like I would have two tabs for each category, one for the projects and one for the NA's. I could easily be up to 16 tabs.
If I put everything on the list as I collect it the volume and randomness makes it pretty difficult to pull out the priorities.
It gets scary opening up the NA page and having to choose form such a huge volume ot NA's.
I also have all the different lines of biz that I work on in blocks of time, personal lines, commercial, life, financial services.
Again lumping all the NA's into one list @computer/desk is overwhelming.