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About this lesson
How to use Todoist as a freelancer or self-employed.
Exercise files
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Task - For Professionals.docx62 KB Solution - For Professionals.docx
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Quick reference
For Professionals
Professionals love to use Todoist to manage, plan and communicate with contractors.
Whether you're a freelancer, employee or manager that is looking to organize their week ahead, there are plenty of features that tailor to your needs.
Professionals need features like project management, time-based tasks and recurring items, both for managing your work day and your personal schedule.
When to use
- If you're a professional in the workplace looking to get organized
Instructions
- Open Todoist
- Begin by adding recurring reminders for your daily habits
- They can include house chores, weekly catch-ups, date nights etc.
- Open "Next 7 Days" and review the week ahead
- Using this view, you can adapt the week based on your professional schedule
- Add the most important tasks
- Add a time to each task, for example: "today at 3:30pm"
- Add clear task titles with details in comments
- Add a priority level
- The goal is to have a full schedule for the week
- Assign to a project
- Use the exercise to plan your typical work day using time-based tasks
Hints & tips
- Continue to grow your typical day view, it won't be perfect at first
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