How should I share a to-do list and stay organised with my client?

Does your client already regularly use a digital to-do list app? If so, we would usually recommend that you join them there, and share their existing lists.

But if your client doesn't, then it could be worthwhile making a recommendation. These could include:

  • Asana is often better for more complex projects with milestones.

  • Trello is very versatile, but tends to be better for project-based work, rather than a daily to-do list. It is, however, much simpler to user than Asana.

  • Internally we love to use TickTick. You can create shared to-do lists with several people, complete with comment threads, tags, due dates and more.

  • Google Tasks - this is lesser-known option, but quite popular. This is often considered the simplest and therefore easiest option to use, in many respects!

  • Google Sheets - if you will be creating or managing content for your client, or completing a long list of tasks in 'batches', we’ve also found a G Sheet works well. You can create one using your Virtalent G Suite address.

Last updated on 3rd April 2021

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