Organizing Small Business Recurring To-Dos

Your small business isn’t just service appointments and social media updates. There are many other tasks that need to be completed every month for everything to run smoothly. And, unfortunately, because we are so focused on serving our clients, some of those business tasks are easily overlooked which later creates frustration and chaos.

This is exactly where the 17hats To-Do Manager can help you stay on top of these small business tasks.

How To Utilize 17hats To-Do Manager

On the left rail of your 17hats account, you will clearly see the ‘To Do’ section of the platform. Give it a click and you will be taken to your To-Do Manager. Here is where all the to-dos from your Projects and Workflows are housed and managed. 

From the left rail of the To-Do Manager, under My Lists, you can easily create your own customized to-do lists. Let’s create a General Business List to organize all your business to-dos. 

Monthly Business To-Dos

Once your list is created, add your to-do items. Because many business to-dos are recurring on a monthly basis, you can add monthly recurring to-dos to ensure they stay top of mind each month. 

Recurring to-dos are very easy to add. When adding a to-do item to your list, from the Repeat dropdown, select when you want the task to repeat. You can repeat weekly, monthly, or yearly and then further customize from there.

This is also great for reminding yourself to send your clients birthday or anniversary cards. 

Monthly Recurring To-Dos to add to your list: 

• Refresh your 17hats Bank Connection
• Fully Clean out inbox
• 17hats Account Clean Up
• Reconcile Bookkeeping
• Follow up with all cold leads

17hats is packed with client-oriented features, but it also offers powerful business tools that are often overlooked. With bookkeeping, reporting, and, of course, a customizable to-do list, we provide everything you need to manage and grow your whole business effortlessly.

Watch The Tutorial Now!