What's missing is probably a task management tool. You don't want to clutter ClickUp with every small task. You might want to use something that streamlines capturing Speedies (tasks that take less than 15 minutes). According to the ICOR tool stack we use, Todoist is another tool we integrate alongside ClickUp. Todoist serves as the Personal Project Management (PPM) tool, while ClickUp functions as the Business Project Management (BPM) tool. This setup is ideal for people juggling dozens of tasks daily and weekly. Having a personal task list can be very beneficial. To bring everything together and plan out your work effectively, you might also need a planner. Here, I link two videos that dive into this topic more closely. kzbin.info/www/bejne/e2a6dIaia9t7g5Y kzbin.info/www/bejne/gGrCgnR8eciSo9U If you need a real solution tailored to your specific needs, I highly recommend joining us in the Paperless Movement membership. We can help you build your perfect productivity system from end to end. paperlessmovement.com/join

@paperlessmovement Yes, I am planning to join your community in the upcoming days. Todoist or any other task management tool does not work for me as I think every task associated with a project should be present at a single place. Yes, you are right about a planner, and I tried Sunsama for it, but it was not up to the mark for my clickup workflow. The gap I feel after going through multiple videos is in 1. Automations as Neither Heptabase nor Tana supports Zapier or Make. Thus me having to put so many tasks is creating lots of friction. They don't even have API endpoints, which is a big issue for me. 2. No shallow thinking system and thus direct transition to deep thinking is creating issues. Tana could solve that for me. Clickup will be my everything action management (personal task and personal project) Will join your membership soon as I get free from some of my commitments.

Weekly review is a Routine and goes to my planner app (in my case Sunsama). Paying a bill is shallow work and will be batched with similar tasks to be worked on during my Afternoon routine. This routine “Do Shallow Work” is on my planner, while the specific task about the invoice would live in my Task Manager, marked as speedy (task less than 15 min).

@@paperlessmovement thank you for letting me know!

The problem isn't money; it's how people leverage their tools. Once you understand precisely why you're using a tool and how much time it will save you, even a $1,500 monthly expense can be justified. The real issue is that people waste money on flashy tools they see on KZbin, thinking they’ll work miracles. Instead, these tools often overlap in functionality, scattering information across multiple note-taking apps and creating redundancy. That’s where the ICOR Framework comes in. It helps you pinpoint which tools are redundant and identify gaps in your system. It differentiates between core apps, which run your productivity system, and satellite and utility apps, which enhance it. The key is to start with the basics in a tool-agnostic way, something we assist with inside the membership. Often, the first coaching session of our Inner Circle program, reveals just how many redundant tools people use and how to seamlessly integrate the necessary ones, therefore saving money on day one.

No idea what’s the problem. But all ears.

Yes, we use a CRM-specifically ActiveCampaign-and personal CRMs like Clay. For video conferencing, we use Zoom. However, listing every tool would be overkill. Instead, we focus exclusively on productivity tools to get the full picture, treating tools like Zoom as utility apps. These are essential or key business systems, but they don’t directly impact our productivity. This allows to make more targeted decisions on how to improve the overall efficiency of our business processes.

Thanks for letting me know! I'll add it to the list, but I don't have an estimated time of arrival yet.

I dont agree, he gave examples and pain points that a lot of people will encounter and solve counter-intuitively for the most part. Ive used sunsama in the past but did not stick to it because i managed my calendar and tasks exactly the way he is demonstrating not to. So for me this was valuable insight and a good example of why to approach it differently (compared to the "default" methods that I had been trying to manage it with).

No worries about the confusion! The highlights and goals you see on Sunsama are just snippets of my day. Hidden beneath that is all the shadow work, part of my routines, as you can see also tracked on Sunsama. When I hit the routine block, I dive into the relevant action system to discover all the shadow work I need to tackle. This way, my planner remains uncluttered, letting me focus on high-priority tasks. If any unexpected events or urgent tasks pop up, I can quickly check Sunsama make a swift decision, and stay on track. Instead of juggling 10-20 tasks, I keep deep work planned on Sunsama and manage the shallow work on an infinite task list via Todoist or ClickUp, working through them in priority sequence. Does this help to clarify?

@@paperlessmovement Understood! Thank you :)