This quick guide will help you get the most out of your to-do system — no overwhelm, no fluff, just clarity.

✍️ How to Use This Template (Step-by-Step)

1. Add your tasks

   Use the Inbox view or start directly in the table. Add everything that’s buzzing in your head, popping up in Slack, or sitting in that never-ending email thread.

2. Assign an Impact level

   Ask yourself: If I did this, how much would it move the needle?

   High-impact tasks drive results, alignment, or clear progress. Low-impact tasks might just maintain the status quo — and that’s okay too.

3. Assign an Effort level

   Estimate how much time, energy, or coordination this task requires. This is subjective — based on your capacity and context (though it’s valid to consider others’ expectations too).

4. Watch it auto-categorize

   Once Impact and Effort are set, the template does the rest. Each task is sorted into one of six smart categories:

   🏆 Quick Wins • 🎯 Strategic Plays • 💪 Steady Gains • 🧩 Support Work • ❗ Low-Leverage Tasks • ‼️ Time Traps

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HOT TIP: Priorities change — which means their impact and effort will also shift. Change these values in the database or on the gallery cards to see where/if they relocate.

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🧠 Use Cases

👥 Team Member

You want to prioritize better — but your list has a mix of habits, meetings, admin tasks, and cross-team asks. Use this template to:

• Visualize the balance of your workload across categories
• Refocus on steady progress over scattered busywork
• Keep track of ‘do later’ tasks and ideas without letting them slip through the cracks

👩‍💼 Consultant / Freelancer

You’re drowning in tasks that all feel important — including random “we should also do this” suggestions that never seem to stop. Use this template to:

• Push back on “urgent” requests by sharing how they rank in impact/effort
• Set boundaries by clarifying trade-offs (everything can’t be a Strategic Play)
• Communicate clearly which ideas are “Quick Wins” vs. “Low-Leverage Tasks”