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Having a great assistant can be a game-changer. But learning to delegate tasks can be time-consuming if you don't have a lot of experience.
Tree tips can help you save time when delegating tasks to your assistant using a spreadsheet such as Excel or Google Sheets.
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Getting everyone on the same page can be challenging if your team has separate to-do lists.
A master project list is helpful. Let your assistant own the project list and put everything they do on the list, even small tasks such as checking the mail or paying the light bill.
The list can be helpful should your assistant go on vacation or if they are sick.
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If you have several things going on simultaneously, create tabs or sub-lists to keep it all straight. For example, tab names could be active projects, archived projects, ongoing/recurring projects, etc.
Within each tab, you will have the project/task name, the date assigned, the date due, and other people involved.
Break each list further by giving each one a priority rating. For example, number one for important items, number two items should only be started once number one items are complete, and number three items are as time allows.
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Use colour to highlight new updates within your master list. For example, your assistant could write all their updates in red, and once you've read them, you can change the colour to black.
You can write your notes in a different colour so that your assistant knows that you left a response, and when they're done reading, they can change the colour back.
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