See every client in one view

Problem

While you focus on one client, a task for another one slips.

Steps

1. Give each client a tag: #Tidewell, #Meridian.
2. Tag every task and note with its client.
3. Connect your Google or Outlook calendars. Client calls appear next to your tasks.
4. Sort tasks into Now, Next and Later. Now is today, for every client.
5. Before a call, filter the Tasks page by that client’s tag.

Test Can you finish everything in Now today?

Result You move between clients without losing track.