Business Use Cases - Todo List for Yourself

The simplest use case for eziTask is as a to-do list for yourself. Although eziTask has a lot of features that go beyond simple to-do lists, it can absolutely still be used as a simple to-do list, and give you many productivity benefits.

In keeping track of your own tasks, you can ignore features like adding assignees and any sort of collaboration features. Instead, we’ll focus on creating a basic task, and simply checking off all your tasks for the day, as they are completed.

The two features that you will be using the most, are the New Task button, and the checkbox within the task list.

New Task Button
Task List Checkbox

Your basic workflow will be:

Every morning (or the night before, if you prefer), create the tasks that you hope to complete for the day. If you wish, you can set up tasks to repeat, so that you won’t need to recreate the same tasks each day. And in fact it’s often a good habit to set up routines for yourself, because if you’ve already identified a task that will contribute to your business’ success, then routinely scheduling a time slot for that task each day will allow your efforts to accrue and compound over time.

As you work on a task, you can refer to any information stored in the task, such as any instructions, steps, or attachments, just in case the task at hand is more involved. You can also upload new attachments or add more information to the task as you work on it, so that you won’t forget all the progress you made already, and so that you know where to pick up from, in case you get interrupted (and interruptions do happen fairly often in most businesses). If you create a task and over the course of working on it, discover that it’s much more complicated than you originally thought, you can actually break it into smaller steps, which will make tracking what you need to do much easier. That way, if you break a large task down into four steps, perhaps you will complete the first two steps before lunch, and the last two steps after lunch, all the while keeping very clear track of where you left off before the As you work on a task, you can refer to any information stored in the task, such as any instructions, steps, or attachments, just in case the task at hand is more involved. You can also upload new attachments or add more information to the task as you work on it, so that you won’t forget all the progress you made already, and so that you know where to pick up from, in case you get interrupted (and interruptions do happen fairly often in most businesses). If you create a task and over the course of working on it, discover that it’s much more complicated than you originally thought, you can actually break it into smaller steps, which will make tracking what you need to do much easier. That way, if you break a large task down into four steps, perhaps you will complete the first two steps before lunch, and the last two steps after lunch, all the while keeping very clear track of where you left off before the lunch break and where to pick up from after the lunch break.

In the task list, you will likely set the filters to show only the tasks that you will need to do today.

Task List Showing Only Today's Tasks

And as you’d probably guessed, when each task is done you can simply click in the checkboxes beside the task to mark it as complete. At the end of the day you can look back at the task list to make sure everything you’ve set out to do, has been done, or at least see what is remaining to move to tomorrow.

You can even scroll back to different days using the left and right arrows at the top of the task list. Clicking the left arrow to look back on past days can give you a good idea of how much progress you’ve made, or to reference back to how you did a task earlier. Clicking the right arrow to look at the future can give you a chance to do some planning around what you will do tomorrow and thereafter.