This is a YouTube video titled "Where do you store your processes?" containing a monologue or instructional talk from May 31, 2023, discussing how to create and manage checklists and task templates in digital task management tools like ClickUp. The content focuses on practical advice for organizing tasks and processes efficiently.
One of the easiest tools we can do, which is just one of many, but the easy one is to create a checklist of tasks. So what we want to do here is look at all of the steps in our process and anything that requires action. Whether we need to do something or we need to check something, we want to create as a task in our task management tool of choice. So if you're using a digital software such as ClickUp here, you might create a task, some subtasks or checklists, and then save this baby as a template so that you can reuse it in the future. That is one option for how to create a checklist. Just be sure that if you go this route, you are not including any automated tasks here. So for example, the automated confirmation email, unless I want to manually check that every time, there's no reason to include that in this task. Tactical to do list area.
