We’ve covered our secret to better relationships: a personal CRM, but where do we go from here? In this article, we discuss the tools we think are necessary for knowledge relationship management, tools that will help you excel in your professional and personal life.
It’s almost New Years Eve and it’s 2020. You’re trying to keep up with life amidst various crises–national health, political, and socio-economic. Some relationships are lost and have fallen in the cracks and you know you’ll never reach them in 10 years. Other closer relationships are well sustained, through consistent, online contact. More than our relationships, our knowledge is spread across tools, notebooks, sites and more leaving us susceptible to information loss or even overload.
With a growing number of things to know and relationships to maintain, we have needed to manage our world now, more than ever. So, our question for you is: How do you currently manage your life and how can you declutter? We’ll lay it out with your input types and how you could challenge yourself to be more productive!
If Post-it notes are your type…
Analogue may be important to you. Handwriting is a fundamental way to remember information and jot down notes in one tangible, physical place that you know you can always come back to. Writing on post-it notes gives you a tool to jot down notes, but if you’re busy, post-it notes can easily be lost in the shuffle.
Challenge: Can you create a system that works for you and process the notes you jot down manually?
Productivity tip: Designate one place where you can place all your raw notes, post-its, jottings, ideas. Choose a time and a place in your week to organize your handwritten notes by unique categories you prioritize (or digital document, if you’re up for it).
If spreadsheets are your type…
A high-level view of your notes and information is necessary. Spreadsheets can organize information at a click of a button. They’re fast and can store large amounts of data, track information, and create charts and graphs. It’s that simple, and being able to design your own spreadsheet or grab a template keeps spreadsheets flexible.
Challenge: For work/personal relationships that you manage outside a company database, in your own spreadsheet, can you create categories that go beyond basic identification?
Productivity tip: Start building a spreadsheet of your relationships in an app like Airtable, Google, Excel. Choose categories that align with your values, so that your personal and professional relationships can live up to them. For example, the last time you connected with a person, what values a person lives by, or even what sparks their passion.
If you’re more of a Note-Taking App user…
Evernote, Notion, or even Apple Notes may be your best friend. Having a manageable app that you can access anywhere, anytime, and search quickly is a way to jot notes and ideas efficiently. No complex details. Integrate photos, files, create folders, and share things easily.
Challenge: Relying on an app means less time needed to make design decisions, and more time to write notes. Instead of solely using default options, what can you do to make your notes work for your relationships?
Productivity tip: Create a folder in your Notes App on the people in your life and ways to improve your relationships. Once you create a note, file it immediately, and add it to the contact card you have for that specific person.
If you love uploading to “The Cloud”…
We’re talking about the seemingly infinite real estate on Google Drive and cloud storage. If organizing folders is your go-to way, you may have many miscellaneous documents that are unfinished, or you may have too many subfolders that aren’t working for you.
Challenge: Instead of uploading everything and expecting to sort them at a “later time,” can you build a simple set of folders for you to organize?
Productivity tip: If you have no folders, start small, and create 1–3 folders that make sense to your life, such as by type of content (photos, pdfs, documents). If you have too many folders, simplify the amount by looking at which key themes or topics surface from them.
Here at Weavit, we believe in working smarter, not harder. So whether your note-taking preferences involve post-it notes or endless to-do lists, why not dare to be better, to be different, or to even be creative by linking all these sources together?
How have you created your note-taking systems? Share your thoughts with us below!