How do you keep track of your day-to-day tasks and activities?

Question

Rachelle Enns · Accepted Answer

"I have always been a highly organized person, and I like to keep track of my tasks in a variety of ways. Once I have decided which tasks are most urgent, I divide them into micro-tasks into a project management application called Asana. As I complete each task, I gain the satisfaction of crossing them off the app, similar to a to-do list. I do not consider my day complete until all of my tasks are complete for that day."

Rachelle Enns · Answer

The interviewer wants evidence that you prioritize productivity and organization. The goal of your response is to describe how your time management and task prioritization skills align with the hiring company's expectations.

Rachelle Enns · Answer

Avoid giving a response that alludes to you being a disorganized person. It might be tempting to make a self-deprecating statement like, 'Oh, if only I could stay on track every day!' Instead, show confidence in your focus and be ready to provide specific details of your methods for staying organized and productive.

Rachelle Enns · Answer

This question is an excellent opportunity to discuss the tools you use to keep your day on track. Some of the most common tools used in the workplace include CRMs like Salesforce, Oracle, or HubSpot. You might also use Trello, Asana, or Basecamp project management tools. Perhaps you use an app like Evernote or pay for a service such as Monday. Maybe you take an old-school approach and keep notes and to-do lists in a notebook or ReMarkable device that you carry with you everywhere. Whatever your method, be ready to take the interviewer through your strategy for maximizing time and keeping yourself organized.

Rachelle Enns · Answer

"Traditionally, I am a paper and pen person, which means that I keep nearly everything I need to know and do in my notebook. To become more up-to-date, I have started to use a platform called Monday. It's a visual tool that helps manage my workflow. It's been a wonderful help so far, and I haven't missed a deadline or overlooked a task since I started using it!"

Anonymous User · Answer

"I have always been a highly organized individual. I like to keep track of my tasks in a variety of ways. Once I have decided which tasks are most urgent, I will break them down into small-tasks in a project management application called Trello. It allows me to structure my tasks in order of priority to be completed. I gain satisfaction in crossing off completed tasks like a to-do-list. I do not consider my day complete until I have crossed off all my assigned tasks for the day."

Anonymous User · Answer

"I start by every Sunday, planning out and preparing for the week ahead. I use a daily planner to write down everything I need to complete for that day and then use google calendar specifically for work-related meetings. Regarding my notes and deals, I use Salesforce to stay organized, and EOD looks over all my work and makes any needed updates or changes."

Anonymous User · Answer

"I keep track by completing the CRM as I go through each meeting/call with a customer. I make any additional notes relevant to me in a handwritten form, using a notepad. At the end of my working day, I summarize and document any next steps/account plans."

Anonymous User · Answer

"The best tool I have is my iPad. I use an app called Goodnotes, where I have my work notes and notes for all my different classes. In my agenda, I have all my tasks I need to complete at the top and then below, I have broken down day by day how much of each task I want to complete. This has helped me avoid burnout with a heavy workload by splitting up large assignments into smaller ones. This also forces me to begin tasks earlier and gives me more time to ask for help if I need it."

Anonymous User · Answer

"I am a big fan of a diary, notebook, excel spreadsheets, and CRM systems. I use it all to input my appointments, calls, ladder of adoption with my customers, and daily routine. I feel together these tools help structure the blueprint of my day in being successful."

Anonymous User · Answer

"I have found that the best way to be productive and make the most of my day is to have a schedule and make a To-Do list. I begin planning the night before. I follow up on any conversations and meetings of that day and prioritize and plan tasks for the next day. I have my iPad that I carry along with me throughout the day and I update my To-Do list throughout the day."

Anonymous User · Answer

"Being a highly organized person, I would like to track my tasks, normally I arrange all my tasks in office 360 in Microsoft To-Do App, easy to sync and assign with my iPhone and Laptop. I never miss joining daily management meetings to review progress along with the team i.e. Quick Visual Mgmt.; Biggest challenge, trends, help required, and possible problem and solutions using PRIDE tool for solving the issues."

Anonymous User · Answer

"I am an organized person and like always to utilize a diary, both in work and for personal time so I know exactly how my day/week/month is going to pan out, and ensure no mix-ups,. This is a mix of outlook and veeva CRM/salesforce at nestle and my iPhone calendar. I like to write lists on paper and prioritize tasks based on how time-sensitive they are and be business-critical, and ensure all appointments are up to date."

Anonymous User · Answer

"I like to keep it simple and use a fitness-based scheduling system as my calendar and I use notes on my phone to keep a daily list of things to do. Taking a management workshop they taught incomplete cycles of action that created stress in the workplace, recommended starting the day by crossing 2 quick-to-do items off the list first when possible to cut down on stress and I really like this idea and crossing things off the list."

Anonymous User · Answer

"My primary tool for tasks and activities is Microsoft Outlook. I use Outlook in conjunction with Microsoft Teams for scheduling as well as keeping meeting minutes and important information frequently referenced by my teams. For complex projects that require more detail, I use Microsoft Project. I use Miro boards to document and communicate high-level schedules or project updates."

Anonymous User · Answer

"Organization is one of the keys to balancing everything that goes on daily. Personally, I rely on a few tools--outlook, salesforce, and to-do lists. My outlook calendar is color coded and up to date with meetings, cases, etc. I use salesforce to keep track of my activity and sales pipeline to make sure I am spending my energy on the right activities. To-do lists also help me check off tasks as I go."

Anonymous User · Answer

"I use Microsoft Office to organize projects where I can assign people to tasks and set a date for completion. I like the checklist function as I can see what is being done without having to constantly ask people. I also like the to-do list for smaller personal tasks, which don't involve the whole team. By setting completion dates, I can prioritize my work and amend my priorities if something changes."

Anonymous User · Answer

"I use the taskbar in Outlook or a hardcover notebook. This is very important especially if you need to follow up on something."

Anonymous User · Answer

"I've always considered myself an organized person. I use Salesforce to track details of my customer interactions, upcoming meetings, and operational updates. This allows me to organize my day into actionable hour-to-hour tasks to ensure I am consistently nurturing customer relationships and expanding my book of business."

How do you keep track of your day-to-day tasks and activities?

How to Answer: How do you keep track of your day-to-day tasks and activities?

10. How do you keep track of your day-to-day tasks and activities?

The Goal

What to Avoid

Pro Tip

1st Answer Example

2nd Answer Example

Anonymous Interview Answers with Professional Feedback