Need some help working from home?

Working from home is all fun and games right? If by fun and games you mean planners and lists!

So I’ve been working exclusively from home for a while now and have been (and will continue to) tweaking my processes day by day. I’m still discovering what works best for me and what doesn’t. So here are some things that are working for me, in case maybe they’ll work for you too.


I have a project set up for each individual client and use Asana to maintain client to do lists – things I need to do for them, stuff I’m waiting for them to send me. I can assign tasks to other people on my team and assign deadlines for each item. Items can have subtasks, comments, and notes.


I use Microsoft OneNote to maintain workflows for each client – what needs to be done on a month by month, what order it should be done in. I also maintain a folder with files for each month of the year noting what big ticket items are coming up (ie. GST filings, year ends, etc.)


This is an app I have on my phone where I store all my personal and business logins and passwords as well as those my clients have entrusted me with. They claim to be “the most secure and straightforward solution to storing, sharing, and managing passwords and sensitive information.”

I use this mostly for my personal to do list and have it linked to my calendar which I run through Google. For business purposes I use it to set reminders to do follow up calls and make sure nothing falls through the cracks (hopefully!).

Day Planner

I have a daily paper planner, 8.5”x11” in size. One side shows the time schedule for they day in half hour intervals as well as a to do checklist and follow up call list, the other side is a blank, lined page for notes (or doodles). I try to take some time at the end of each day to plan and block out time for tasks the following day – and pencil in the rest of the week.


Offers a free or paid version for scheduling social media posts on Facebook, Instagram, and/or Twitter.


Is a platform for creating social media posts (and many other graphic based options). They make it suuuuuper easy to create content and provide a veritable library of templates you can use and edit to make your own.

Auto Focus

Is an option on your computer – reduces peripheral notifications that have nothing to do with your work. I know this exists, but I don’t have any insight to offer as, you guessed it, I haven’t used it. But it exists!

Ok, so maybe there weren’t any games in this post, and perhaps it wasn’t a lot of fun, but hopefully it was useful! What are your go to apps?