Hey there, it’s Dave Parrish from Knack Builders. I’m excited to share my latest endeavor with you—a task management app I built for myself in about an hour. Let me take you through my thought process and what led me to create this tool.
The Struggle with Existing Tools
For years, I’ve tried a multitude of task management systems. From Trello to simple checkbox lists, nothing seemed to fit my needs as a solo practitioner. Some tools felt like overkill, while others were just too basic to keep me organized. Recently, I found myself feeling frustrated and knew I had to find a better way to manage client requests and project tasks.
The Lightbulb Moment
One Sunday night, after yet another fruitless search for the perfect app, I had an idea: why not build it myself? A few months ago, I had a similar experience with a CRM I developed, which turned out to be a game-changer for my practice. The beauty of no-code platforms is that they allow quick, efficient solutions tailored to my specific needs. So, I got to work.
What I Needed from My App
I wanted a straightforward task management tool that would allow me to see everything on my plate at a glance. My goal was to keep track of client requests without breaking down projects into countless parts, which just wasn’t necessary for my workflow.
Simplifying My Task List
My app features a central list where I can easily manage all tasks. I created a system where tasks from client emails can be added quickly. If something is urgent, I can mark it red to prioritize my attention. This way, I don’t have to dig through endless emails or complicated project management boards—I see exactly what needs to be done, when.
Organizing Clients
I also needed a way to manage my clients efficiently. I categorized them into two main groups: ongoing projects and ongoing support. This lets me stay on top of significant projects while also keeping in touch with clients who may need occasional assistance. It’s a simple yet effective way to ensure that I’m not missing out on potential work opportunities.
How I Keep Notes
To manage client communications, I take a slightly old-school approach: I use spreadsheets for note-taking. Whenever I receive a client email with a list of tasks, I can easily screenshot it and attach it directly in my task management app. This method keeps everything organized and readily accessible.
Daily Review and Adjustments
Each morning, I review my task list to determine my priorities for the day. While I could track time or quotes within the app, I decided to keep it straightforward. I’m focused on the high-level tasks that truly matter, allowing me to work efficiently without unnecessary distractions.
The Result
In just an hour, I built a task management system that perfectly aligns with my workflow. I’ve already made a few tweaks to enhance usability, but I’m thrilled with the result. It’s all about creating a tool that works for me, rather than the other way around.
Thanks for joining me on this journey! I hope my experience inspires you to consider building your own solutions. Whether you’re a solo practitioner or part of a larger team, finding the right tools can make all the difference. Happy building!
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