This system helps team members stay on top of work without losing important details across meetings, calls, chats, notebooks, documents, or memory.
The goal is to make sure every piece of information has a clear place.
Create a digital workspace with these sections:
00 Inbox
01 Master Task List
02 Projects
03 References
04 Daily Notes
This can be done in Obsidian, Google Docs, Notion, Apple Notes, OneNote, or any searchable note-taking tool.
The Master Task List is the single place where all active tasks are tracked.
It prevents tasks from getting scattered across notebooks, chats, emails, and memory.
Suggested structure:
# Master Task List
## Inbox
## Today
## This Week
## Waiting For
## Someday / Later
This is for tasks that have been captured but not prioritized yet.
Example:
## Inbox
- [ ] Send revised proposal to Ahmed
- [ ] Fix analytics bug
- [ ] Create onboarding checklist
- [ ] Review marketing copy
Add tasks here when:
a task comes from a meeting
a task comes from your notebook
a task comes from Slack, WhatsApp, email, or a customer call
you are not yet sure when you will do it
Remove tasks from here when:
you choose it for today
you move it to this week
you decide it is waiting on someone else
you decide it is no longer needed
This is for tasks you are actively committing to today.
Keep it small.
Recommended limit: 3 to 5 meaningful tasks.
Example:
## Today
- [ ] Send revised proposal to Ahmed
- [ ] Prepare pilot review points
- [ ] Fix analytics bug
Add tasks to Today:
during morning planning
when something becomes urgent
when you intentionally decide to work on it today
When a task is completed:
- [x] Send revised proposal to Ahmed
At the end of the day:
delete completed tasks, or
copy them into the Daily Note under “Completed”
Unfinished tasks should be moved back to:
Today, if still important tomorrow
This Week, if not immediate
Waiting For, if blocked by someone else
Today should be reset daily.
This is for important tasks that should happen soon, but not necessarily today.
Example:
## This Week
- [ ] Create hotel onboarding checklist
- [ ] Record product demo video
- [ ] Update pricing document
- [ ] Review website homepage copy
Add tasks here when:
they matter this week
they are not urgent today
they are bigger than a quick task
Remove tasks when:
moved to Today
completed
moved to Someday
no longer relevant
This is for things blocked by another person or external dependency.
Example:
## Waiting For
- Ahmed → contract approval
- Gokul → pricing review
- Finance team → invoice confirmation
- Vendor → PMS integration documentation
Add items here when:
you have sent something and are waiting for a response
someone else needs to act before you can proceed
a decision is pending
Remove items when:
they respond
the item becomes your task again
the issue is no longer relevant
If follow-up is needed, create a task:
## Today
- [ ] Follow up with Ahmed on contract approval
This is for useful but non-urgent tasks.
Example:
## Someday / Later
- [ ] Redesign website homepage
- [ ] Create customer case study library
- [ ] Explore new CRM tool
Review this weekly or monthly.
The Inbox is for quick, unprocessed information.
Use it when you need to capture something fast but do not yet know where it belongs.
You have a random idea
You take quick meeting notes
Someone gives you a possible task
You copy useful information from a chat or email
You are not ready to organize the information yet
Example:
# Inbox
- Client asked about PMS integration
- Need to check if pricing page has old amount
- Idea: create short Loom demo for prospects
- Follow up with marketing about case study