The reason why I don't necessarily want these items on my main office list is that they would completely overwhelm the list. The credit card and fill order are two different contexts - I have to log into the computer in order to enter the credit cards, and then I have to go to another room to fill the orders. Not every order needs both, and I like to do all of the same tasks together rather than running back and forth. I am in direct sales so I'll have a handful of orders to deal with that come in all at once, and I carry product with me to appointments and fill orders there if possible.
Making a deposit goes on the errands list, similar to the "money" folder Katherine mentioned. Entering information on my mailing list is also a non-urgent task that can be done once a week or whenever I get to it. There are multiple routine tasks like this that I just have a folder for that I empty once a week.
I just feel so scatterbrained after I hold appointments, and it just drives me crazy. The only urgent tasks are filling orders, writing thank you notes, charging credit cards, and repacking my cases. I'm a SAHM so I don't have a half hour of uninterrupted time to just sit down and sanely process things. I have to plan on being interrupted many times. That's why I'm thinking if I have a list of credit cards to charge, I can cross them off as I do them lest I get interrupted and forget if I finish one.
It's not just appointments, though. I'll make phone calls or receive them and have certain steps I need to do in order to follow-through. It's not when-I-get-a-chance stuff - it needs to be done right away or I miss the opportunity. Someone may want a sample of something, or I may need to find more information and get back to them. They are little things but cannot be processed immediately because I am not in the correct context. If I am making calls one evening, I am not going to stop after one call and go get a sample addressed and ready to mail before I call the next person. And all of this happens so quickly that it's invisible at the weekly review level. That's why I'm considering the daily review and urgent lists to help make sure I get it all done without having to try to remember everything.