Establishing a tried-and-true process for any work you do is both inevitable and smart. The moment you know a project is done or a sale is made, you naturally desire to review the process that got you there.

It’s super important to not only recognize the thought patterns, the most-asked questions, the repetitive tasks, but to track these in a physical, visual way that you can refer to later.

If you’re just starting out, keep a checklist handy to check off each task. Been doing this a while? Try a detailed milestone schedule if that works well for your offerings.

The purpose is to not keep all the process details in your head, where memory can be unreliable. Trust your system and keep your head clear for more enjoyable and challenging activities.


Keeping track of to-dos is not just a work priority. We know our lives get full of things like fixing the faucet, running kids to soccer practice, getting ready for a garage sale and all of the billion other important “little” things.

If it’s an activity with an established time, putting it on your calendar is best. But what about the rest?

I’ve found that having a personal task app that’s separate from my work to-do list helps me not be reminded of work while with my family.

Another idea: Consider having a weekly check-in with your family at the beginning of the week to go over all that you want to get done at home. Doesn’t have to take long, but it’s better than having surprises or conflicts pop up that can rush the weekend.


“I like work/life separation, not work/life balance. What I mean by that is, if I’m on, I want to be on and maximally productive. If I’m off, I don’t want to think about work. When people strive for work/life balance, they end up blending them. That’s how you end up checking email all day Saturday.”

― Timothy Ferriss


Consider some of the following services to help you track activities.

Work:,, (to combine to-do lists)

Life: Google/Apple Calendar and Tasks,, your favorite notebook