I used to make lists by writing down one or two words as a reminder of what I was going to do that day.
Nowadays, my lists are more complex. My list of things to do includes “action steps,” which include details of how the task will be completed that day. For example, when making a note to review files in process, I also include steps such as loans closing this week, appraisal status, underwriting conditions, who is going to be responsible for each task. That way, it is consistent each and every time we had our weekly meetings and nothing gets missed (well, hardly ever).
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