📆 52 More Weeks!
Week 1: using Airtable instead of Trello
Well, here we are in 2022! The start of another fifty two weeks. Last year we ran out of steam about mid-way through the year, which all things considered seems like a pretty good run to me. For 2022 I thought we’d loosen things up a little bit with the format, because we’re still in a pandemic, you’re moving, I got a new job… who knows if this is even useful to us, much the 28 people currently subscribed.
Here’s my proposal for working out the next fifty two improvements:
I will write a post to this mailing list addressed to you, telling you about some recent accomplishment (large or small) and why it matters to me.
You will write a response to that post in this mailing list, and include some recent accomplishment of your own.
That way we are each writing once every two weeks, which is a fortnight, and is one of my favorite cadences. I think this is manageable, and by addressing the email to each other I think we can be more personal, which will hopefully be more interesting to subscribers.
So, let’s get down to business.
Week 1 of 52: Organizing Work
This was my second week of work at Roll, where I am the Community and Creator Evangelist, a title that I am kind of proud of. This is my first full time job since I left Sandwich Video back in April of 2019, and so far I am absolutely loving it.
As I started to move more into my position I realized my existing systems didn’t quite work to capture the tasks I needed to focus on. I use Todoist for tasks, Roam for notes, and I use Sunsama for personal weekly planning towards my large goals. But adding small tasks to Todoist mixed them too much into my personal and KmikeyM work. I could view by focus area, but many tasks required a more kanban approach.
I thought about going back to Trello, an app I’ve used and really liked, but then decided the extra functionality of Airtable was perfect. So I rolled my own.
So working with creators and communities launching social tokens is big part of my job. We use Salesforce for tracking the progress but I find the app a bit… awkward. So I rebuilt a simple version for myself to use where I can log all the “Touchpoints” I have with someone. I give it a title, date, and list the contacts and the type. Then I list who are on our team is participating, and notes from the call, the related tokens or upcoming tokens that are launching, and my associated To Do items.
The other tabs are To Do Items, Contacts, and Tokens. Contacts and Tokens are just lists as a way to organize and link the Touchpoints and To Do Items. I spent most of my time in Touch Points or To Do Items.
So first I created a kanban board with ToDo, In Progress, Pending, and Done. Ideas I have on my own I drop into Uncategorized until I talk about them with someone else.
Everything in Todo and on gets a Due Date, and items are color coded so I don’t miss anything (you can set colors to trigger for events). Items are blue if they are assigned to other people.
Some items relate to contacts or tokens so I can link those here and also see a full list of them from the Token or Contacts page.
I’m already realizing that I don’t want items to be deleted. I want to see the log of actions, especially as it relates to a Tokens or Contacts. So that is what I’ll work on next.
But that’s it, a pretty simple CRM and To Do List kanban board I set up for work.
We talked on the phone about New Year’s resolutions, and you mentioned this idea of establishing a New Year’s Theme instead of resolution. I’d love to know more about that and how the themes you’ve chosen have started to impact your life.
i really am thankful for the subscribers… this is a weird thing, and i know email can feel like a burden. but it’s really nice to have a small audience. I think in the current era of the internet we should seek out more small audience experiences. my theory is that they are better!
origin: Old English fēowertīene niht ‘fourteen nights’.
honestly, it will not my feelings (I can’t speak for Curt) if you opt out. i mean, i don’t even know what this is…
ooh! okay, so one of the great things about explaining this is realizing that touchpoints and to do items aren’t really that different. to do tends to be in the future but can still be related to a creator or a token… maybe these should be different views of the same thing?