Still using Post-it notes or emails to manage team tasks?

Here’s a better way:

Prioritize with numbers - Assign a numeric value so everyone knows exactly what’s most important.
Keep all details in the task - Add every related note, message, or update directly to the activity.
Template repetitive work - If you do it more than once, make it a template and save yourself the time.

By using this approach, you’ll:

Cut back on endless email chains
Stop reinventing the wheel for common client requests
Make it easier for your team to know what’s urgent (without another “Can you take a look at this?” message)

Pro tip: Within your task or activity, set a High, Normal, or Low priority and give it a number. This combo clearly communicates urgency and expectations so nothing slips through the cracks.

Attached is a quick visual legend example you can create for your team so the priority system is crystal clear.

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