If you’ve selected your planner carefully, setting it up as your task list should be a snap. Here’s what you do:
Monthly Task Pages
If your planner includes them, you can use monthly task pages to track distant “Must Do” tasks. You will transfer them to your daily pages as you insert new pages into your planner.
- Insert your daily pages at the front of the planner, beginning with today’s date.
- Add monthly and yearly pages for far-distant tasks and appointments. These should have more space than just a monthly calendar. (You will write appointments and “Must Do” tasks here when those daily pages are not yet in the planner. Transfer and cross off those items when you add new daily pages.)
- Insert the plastic bookmark that marks today’s calendar/tasks/notes page.
- Add tabs to the back. You will label them with a fine point permanent marker when instructed in the training (NOT now). This is where you will keep your “May Do” tasks (soft date only) and Someday/Maybe tasks, grouped by context.
- Add a “Projects” tab to the back of your planner. Label this now with a fine-point permanent marker.
- Insert blank pages after all the tabs, one or two after each tab, with extra blank pages after the Projects tab.
- Remove old or extra junk from the planner pockets. This includes advertisements, games, quote pages, birthday calendars, world maps, area code pages, and anything else that might distract you.
- Remove all extra to-do lists. (Exception: see side box.) You should only have one task list, just as you should only have one calendar. Your daily planner pages and monthly task lists are appropriate.