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To do more, you need to know more, and see more.

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Made by @Ao Liu, Ph.D., CSM. If you find this template helpful and it introduces a bit of convenience/efficiency to your life and work, please consider donating a scoop of whey protein to me:

Ao Liu is Sharing PM resources, Fitness contents, Science and tech materials

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Welcome to the to-do list template that combines the power of time and project management concepts from the Eisenhower matrix and Kanban!

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Explanations of the “All tasks” database:

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Each page has the following properties and here is how they are used:

  1. Tags: Currently, there are Life, Hobby and Work, of course, apply your own;
  2. Created Time: This is automatically populated when you create a page;
  3. Started Date: This is helpful if your tasks drag on for multiple days. Mark when you started. It can be used in combination of Complexity, which is like a story point in Jira – a measure of how long the task will take.
  4. Due Date: well a due date is… when it’s due; A task can have no due date.
  5. Health: This is a formula-populated value. It shows you that a task is Past Due **if the due date has passed while the Status is not Done, or, if there is not a due date, but it has been more than 4 days since you started it (if you have a Started Date. As a rule of thumb, you should break down your big tasks into smaller ones, and don’t have anything that runs for more than 3 days.
  6. Status: Options are Blocked, To Do, Today, and Done.
  7. Complexity: This is similar to a story point in Jira. You may choose your own measure of complexity. My rule of thumb is 1 point for every 30 mins. As mentioned above, a single task should never exceed 3 days, or 24 hours. So your max complexity should be 48. You may have heard about the 2-min rule: if something takes < 2 mins, do it right away. In those cases, you can give a 0 to it.
  8. Impact: This is needed for your Eisenhower matrix. High or Low See below.
  9. Urgency: This is needed for your Eisenhower matrix. High or Low See below.

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Explanations of the following views:

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