Top 5 Tips for Setting Up Your Yearly Automation Schedule – 2018

Do you ever wonder where it is you should start with your various household chores for the year? I used to, and then I discovered the magic of creating an automations calendar… not just for my work tasks, but for home tasks as well.

Today, I want to share my Annual Chore Chart with you – and you can click here to get your free download now. I also want to share a few of my other monthly chores that I personalized and organized for my household, family and lifestyle.



The key takeaway with this system is to make sure you customize your yearly automation schedule to your own environment and make it work on your time. Simply copying what your friends or family do might not work for you, although you can always discuss using automations to get great ideas! Look at your schedules and priorities, and plug in your tasks around them. We want to make this as easy as possible. Getting your automated systems started is the first step… and for some I know it can be the hardest part, but that’s why I always say just to start. Don’t be afraid to assess and make changes as you’re going. If this is the first time you’ve created an automation calendar of yearly tasks, you certainly might need to adjust the calendar to your schedule – and that’s OK!



Have busier seasons or months? Be sure not to add too much to your plate during those times. The last thing we want to do is feel busy at work and come home to a long list of household to-dos. Take a look at your year as a whole and see which months you can easily add bigger or more tasks to. For me, December is a busy month for my business, inkWELL Press, and because of the holidays, so I only list a couple of smaller items under that month. That way, I’m not overworking myself and can make sure my time is spent on my top priorities that month.



One thing I would love for you to do is to delegate these automated tasks. I believe that delegating can be so helpful, I dedicated an entire podcast episode to this topic. There, I go over my best tips for delegating tasks at work AND at home… because I think we can all agree that both of those areas of our lives can’t be handled alone. It’s OK to ask for help and to assign big or small tasks to others. You’ll reduce your own stress while allowing others to learn and be helpful to their team. And team goes for your co-workers or employees, along with your kids and your partner, or other family members. I recommend giving this episode a listen, and assessing what tasks in your yearly automation calendar can be delegated to someone else.



Use a calendar to actually schedule in and assign due dates for these automated tasks. I always say that you need to take the thinking out of it, and this is the best way to help. We use Asana in the office, and it has been a life saver! Even better, you can use it to create projects that are private for yourself if you need to for personal and home tasks. What’s great about this app is that it sends us notification when things are due soon, when we’re tagged in a task, or when we’re following tasks. We can easily monitor what team members are working on, so there isn’t any constant asking and wondering about progress. There’s plenty of other features and tools in there, too, so I really encourage you to check it out and implement this strategy into work and home automated tasks!



Use my downloadable list of automated tasks to hang on your refrigerator, in your files, near your desk, or wherever best works for you. I think that when we already have some of the work done for us, it’s a bit easier and less stressful to take action. These are tasks I’ve written down for myself and scheduled into the months depending on my busiest times. When you have a list of what needs to be done, and it’s sitting out for you to see, you won’t be able to forget it or push it off.


I really hope these yearly automation tips and the Annual Chore Chart will help you better organize your 2018 to-dos… and that is the big key here.

This is about getting us organized and understanding a system that will work FOR us. Once your automation calendar is set up, your yearly tasks and chores will easily flow.

Just be sure to keep up with them and schedule them in your planner or calendar, and when things come up that you simply cannot help, it’s always OK to assess your automations and make changes.

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Tonya Dalton
Tonya Dalton