Get Organized To Get More Done



Over the years, I’ve experimented with different ways to get more work done without working harder.  I’ve learned that being organized really keeps me focused and increases productivity, while desktop clutter tends to cause stress and kill creativity.

Some people would argue the opposite, an example being Albert Einstein who once said, “If a cluttered desk is a sign of a cluttered mind, of what, then, is an empty desk a sign?”

However, Theo Theobald, Co-author of Detox Your Desk, had this to say, “Our research found a clear desk space also gives a clear mind space. It helps you prioritize what’s most urgent and makes you more efficient. It also helps your ability to make good decisions because you have the information available where you need it.”

Here’s some of the things I do to keep my mind clear and organize my work. 

Your Desk/Cubicle 
“Hey everyone! My home, car, and Salesforce org are also this cluttered

  • Try keeping your desktop as free from clutter as possible.  
  • If you write meeting notes on paper, use folders for each project.  
  • Use Post-It notes for your To-Do list & reminders.
    • It’s funny how one of the motivating factors for finishing a task becomes tearing that note off the all, crinkling it up, and throwing it away.
    • Ideas/Reminders: Get a random idea when on a call or working on another task?  Write on a post it and throw it on the board…this keeps you focused on your current task. 
  • Before leaving for the day, and especially Fridays, I clean my desk and put things back in their place. 


Email Management
Managing your email is like managing your weight. It requires a little self-discipline, but if you can stick with it, you’ll be better off.

  • I check email a few times a day, usually checking them between tasks.
  • Categorize emails and store them in inbox subfolders

  • Rules for daily emails and DL’s that aren’t important.
  • If an email must remain in the main inbox, flag it for later. Make it a point to catch up on flagged emails.


Using Salesforce To Organize Work
“I’m not only the Admin, I’m also an end user”

You’ve build efficient processes to increase your users productivity, but have you built anything for yourself?

  • Use Cases to track every Salesforce change, request, issue, etc… I live out of a Case list view all day.
  • Use a Project object for Projects that consist of many Cases.
  • Salesforce teams can use a dashboard to track the work of everyone on the team. 







2 thoughts on “Get Organized To Get More Done

  1. Thanks for the tips, they are pretty good and I plan on implementing them, especially the post it note board. I have been using that technique for awhile now, but your suggestion has helped me to make more efficient use of it.

    Thanks and keep coming!

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