Tags vs folders: how to organise a to-do list without overthinking it
Folders give tasks one home; tags let them belong to many views. When to use each in a to-do list, and a simple setup that combines both.
When you work for yourself, the to-do list has everything on it: three clients, your tax return, the website you keep meaning to update. Most tools make you pick one system for all of it.
Clients
Harbour Bakery: new menu design
Completed (1)
Put each client at the top level and their jobs underneath. A progress ring on each job shows how much is done without opening it.
Type #invoices or #calls in any task, wherever it sits. The tag view gathers them, so Friday admin takes one screen.
Quarterly tax, monthly reports, the weekly backup. Set them to repeat and they come back when they are due.
Folders give tasks one home; tags let them belong to many views. When to use each in a to-do list, and a simple setup that combines both.
A 20-minute weekly review that keeps your to-do list trustworthy: clear, review, plan. With a checklist, timings and tips for making it stick.
How to use recurring tasks for the jobs that come round daily, weekly, monthly or yearly, so you stop carrying them in your head. With examples to copy.
Start with the biggest thing on your mind and break it down. You have 30 days to see whether it helps.
Tatask for iPhone and Android
30 days free, then $5 a month or $50 a year. Card required to start.