I love getting things done. Not just the book, but the actual doing of
things, completion and the accompanying feeling of accomplishment.
Because I enjoy getting things done so much, I’m always on the look out
for new tools and tricks to help me in my quest. A few weeks ago, I had
a big computer meltdown. I used the subsequent rebuilding process as a
chance to overhaul my system. Now that I’ve had a chance to test drive
the new tools, tricks, and software, here’s my report to you.
For several years, I’ve used a paper-based calendar: a homemade week-at-one-glance, and a homemade day-at-one-glance, with a Covey yearlong planning calendar for long range date capture. Just before the big meltdown, I started using iCal synched with an iPod Touch and backed up to my laptop via an older iPod.
After I recovered my files (some of them, anyway), I exported all my contacts out of Entourage (the Mac version of Outlook) and now use Mac’s native Address Book. One of my gripes with Entourage was that I could not export all the notes. I ended up copying all my notes into Excel and importing them into Address Book. Now, I have all my log ins and password hints (not the actual passwords themselves!) in one place, portable and safely backed up.
The biggest change was the switch to Thunderbird. After reading all the posts on GTD and Thunderbird at Entropic Principle (EP), I created separate in boxes for all of my email accounts (I have four that I check daily). Following the advice EP provided, I created a saved search and instituted a coding system to triage and tag everything that comes in. Using the colors that T-bird provides, I can now look at my saved search and see that green is “waiting for,” blue means needs action, pink indicates something that needs my review, etc. If there is no color associated with a message, it means I haven’t triaged it—when everything is in color, I know it’s all been handled and has a decision attached to it. This was a huge improvement for me. I’m still getting used to not seeing empty inboxes (which I greatly love to see) but on the other hand, my processing speed and efficiency has improved.
At the same time I switched to T-bird for email, I got really serious about using Remember the Milk (RTM). RTM is a dynamite (and free!) web-based task management tool. It rocks. It took me a few minutes to set up and learn the basic key strokes. I set up an RSS feed into T-bird and added RTM as an email contact. Now, when I process email, I start an email to RTM. As I identify next actions, I list those into the email to RTM. I hit send and POOF! My list appears in RTM. The really cool part is that T-bird subscribes to RTM so that my task list automatically appears in my in box. I triage tasks just like email so that all my next actions whether email or separate tasks appear in a single, handy list.
Last week, I got serious about getting contexts into my RTM tasks. For now, each task is written as: “Context subject/project next action.” For example, when I’m waiting for an email that is needed to place a call, the task looks like: “@wf Barb phone number for Alicia.”
The last piece of the puzzle is Jott. Jott is an unbelievably free, reliable service for capturing messages when you can’t get to email. I programmed Jott’s number into my cell and Jott myself all the time. The Jott messages show up in my inbox. Now, however, I’m Jotting to RTM. That means that my tasks don’t have to be transcribed from email, now those simple go from my voice into my inbox.
The funny thing about all this technology is that once I got it set up, it’s very simple to use. I feel more comfortable and trust my system more than ever. The only slip up I’ve noted has been when I failed to synch my iPod and missed a recent appointment (sorry, Nan!). Other than that, it seems to work very well.
So there you have it, that’s an in-the-weeds, runway view of my system. Hope you find it helpful. Got questions—no problem—email me. I love to talk about GTD. You might also enjoy listening to the podcast of the GTD group I facilitate. Check it out here.