Your day to day
Where to start each morning
Five minutes that order the day, in the order that works.
Signing in and browsing "to see what there is" is the fastest way to lose half an hour without closing anything. This order does the opposite: urgent first, what someone is waiting on next, and your own work last.
The order that works
- 1
What has arrived
What was delivered or signed since yesterday. Approving or rejecting on the spot stops it piling up.
- 2
What is blocking you
What cannot move without you. It is usually little and usually quick.
- 3
What is stuck
Filter by age, not by count. Two or three calls achieve more than twenty emails.
- 4
Your own work
What you start yourself. It goes last deliberately: start here and the rest never happens.
| When | What you look at | How long |
|---|---|---|
| On signing in | What arrived since yesterday | Five minutes |
| Monday | Anything stuck over two weeks | Half an hour |
| Month end | What expires next month | Ten minutes |
Important
Approving or rejecting the moment something arrives saves the most time over the long run. A document reviewed today costs a minute; the same document three weeks later costs reconstructing what it was about.
Watch out
Do not start with what has been stuck longest. It weighs the most and moves the least, and burns the half hour before you have touched anything urgent.
Worth knowing
If you do not know what to look at on signing in, ask the assistant what is stuck. It returns something actionable with no filters configured.
›Can I see only my own?
Yes, by filtering on owner.
›Will it alert me if something urgent arrives?
Alerts are configurable; keep few and make them matter.
›What if I have hundreds of cases?
Then order matters more, not less: always filter before looking.
A real case
The situation
Someone signs in each morning and browses until something demands attention.
What you do
- Adopts the order: arrived, blocking, stuck, own
What you get
Closes in twenty minutes what used to eat the morning in fragments.
The situation
Every morning the twenty-three active files are opened to see which moved.
What you do
- Filters by what is waiting on your side
- Lets the rest run untouched
- Reviews separately, once a week, what has been stalled too long
What you get
The daily review goes from half an hour to two minutes, and nothing is lost.
The situation
The day starts with whatever landed in the inbox.
What you do
- Starts with what is blocking somebody else
What you get
The work that unblocks goes out first.
The situation
Everything is reviewed and nothing is closed.
What you do
- Closes what is only awaiting confirmation
What you get
The list goes down instead of repeating.
The situation
The urgent gets handled and the important never arrives.
What you do
- Reserves a fixed slot for what expires in weeks
What you get
What expires stops turning into urgent.
The situation
Nobody knows what is waiting on whom.
What you do
- Separates what waits inside from what waits outside
What you get
Each list has a different action.
This article answers
- what do i look at first
- how do i organise my day on the platform
- where to start each day
- daily working routine