Google Docs is number one for collaboration, but for organization, tasks, and planning I use Airtable. What I like is the multiple views (i.e. Kanban) and the ability to create filters. This allows me to see just the issues I want with one click. Once in an issue, I can select updates and changes with drop-down menus that drive filters and sorting.
About Richard Friesen
Richard Friesen works with professionals and business leaders who want to increase their personal effectiveness with joy and grace. His neuroscience-based Mind Muscles™ model gives his clients the opportunity to reach their goals with online training, simulations, interactive exercises, group support, and real-time decision processes. He has condensed three decades as the founder of a trading firm, trainer and coach to professional money managers in his new book “A Private Conversation with Money.” This book observes the main character “Joe” who deals with all the conflicts, self-sabotage, and belief systems around money and wealth. Richard has been a futures broker for Merrill Lynch, a floor trader on the CME, CBOT, and the options floor of the Pacific Exchange where he built and sold a successful options trading firm where he served on the Exchange's board of directors. He also founded and built a financial software company and is the inventor of ten significant trading interface patents. This combined with his Master’s Degree in Clinical Psychology, Neurolinguistic Programing Master’s certification, and neuroscience focus, brings a unique framework to business, investing, and career success.
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