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I use ClickUp as an overarching todo list combined with various automations based on email which I can trigger by applying specific labels or which are automati
by saaaaaam 5y ago
I use ClickUp as an overarching todo list combined with various automations based on email which I can trigger by applying specific labels or which are automatically triggered by filters and picked up by integromat.
This then either delegates tasks to my assistant or team;
triggers onward automations to carry out important but repetitive tasks; or adds them to my own list - the latter often being “thing about this” rather than “do this”. I’ve also setup Otter to save things to my Dropbox so that I can dictate things into my todo list.
For example the tag “investigate” can be triggered with a keystroke on my email and copies the email into a particular list and assigns it to my assistant. When the task is “accepted” that applies a template that then sets a due date and pushes it into our weekly one on one agenda. “Action required” pushes it into my task list and sets a high priority flag.
Emails with attachments that hit a particular filter (e.g. regularly occurring reports that I receive by email) are labelled, the attachment is extracted and saved to a folder in Google drive where it is picked up and emailed to a kindle I use specifically for reading work documents, and a ClickUp task is created that prompts me to read it within X days then and write myself a brief summary as an aide memoire, but which is also available to my team where necessary so that the key points I consider important are crystallised, either for further action or just to build the bigger picture.
I’ve gradually managed to slim the bulk of my work admin down to email, ClickUp and calendar which frees up a huge amount of time - and more
importantly removes the crippling stress of feeling like I’ve forgotten something.
I have severe ADHD so if I don’t use lists I forget things. And when I get stressed about maybe having forgotten something my creativity and higher focus evaporates.
Super-powered todo lists are my secret weapon and have changed the way I work in an incredible way.