The To-Do List System Every Small Business Owner Needs

The To-Do List System Every Small Business Owner Needs

Discover how to use a recurring to-do list with Things 3 to stay organized, capture ideas instantly, and grow your small business without dropping the ball.

Running a small business often feels like juggling flaming torches while riding a unicycle. Leads, bills, client work, social media, team management - it never ends. And if you’re not careful, things start slipping through the cracks.

That’s exactly why I built a system that changed everything for me: the recurring to-do list.

This is the single most impactful productivity principle I’ve used to build my business and keep my life organized. Let’s break it down.

Why a Recurring To-Do List Works

Our brains are great at generating ideas but terrible at storing them. That’s why people like Tiago Forte talk about “building a second brain.” My version is simpler: a recurring to-do list.

It gives you peace of mind because everything you need to do is written down. No more sticky notes. No more “what did I forget today?” panic.

Step 1: Capture Ideas Instantly

The first part of the system is having a place where every idea goes the moment it hits you. I call this the Inbox.

Whether I’m on a run, in the car, or working out, if an idea pops up, I capture it immediately. The key is zero friction. Write it down and get back to what you were doing.

 

Step 2: Automate Recurring Tasks

The second part is building recurring reminders for the things you need to do on repeat. For me, this looks like:

  • Reviewing social media content
  • Following up with leads
  • Reviewing accounting for Launch Kit
  • Paying the electric bill
  • Reviewing monthly marketing reports

Instead of trying to remember, I create the task once, set a cadence, and let the system remind me.

 

My Tool of Choice: Things 3

To manage this, I use an app called Things 3. This article is not sponsored - they don't even know I exist. I’ve just been using the app for over five years and it’s been the most impactful tool in my business.

Why Things 3?

  • Lightweight and simple
  • Accessible on iPhone, iPad, Mac, and even Apple Watch
  • Zero friction between idea and capture

It’s basically my second brain.

 

Revenue Generating Activities

Here’s where it gets powerful for business owners. One of my daily recurring tasks is called Revenue Generating Activities.

Inside this, I have subtasks like:

  • Reviewing social media content
  • Connecting with business owners on LinkedIn
  • Checking Metricool inboxes
  • Sending 10 warm outreach DMs
  • Re-engaging 5 past contacts
  • Following up on open opportunities

These daily activities keep our pipeline full and prevent the feast-or-famine cycle that kills small businesses.

 

Why Discipline Beats Motivation

Motivation comes and goes. Discipline, backed by systems, is what creates consistent results. A recurring to-do list pre-commits you to the things you know you need to do, even when you don’t feel like it.

 As I like to say, “We don’t rise to our greatest motivations, we fall to the level of our systems.”

 

Bonus Features in Things 3

  • Scheduled tasks go to the Upcoming tab so you can see a rolling calendar.
  • The Today tab keeps you focused only on what needs to be done right now.
  • Subtasks help break down bigger recurring activities.
  • Notes allow you to store scripts, templates, or reference material.

 

I even use it for grocery lists and travel packing lists. Simple, but powerful.

 

Final Thoughts

The recurring to-do list system lets me live in the moment while staying accountable to the tasks that grow my business. It keeps me calm, organized, and consistent.

 If you’re tired of letting things slip through the cracks in your business, this system will change your life.

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