Email, calendar, todo, chat ... How are you keeping it all straight?
While maybe only hitting zero four or five times in the last ten years, I've subscribed to the "inbox zero" / getting things done (GTD) philosophy and have used my email as a to-do list. The people that I lead know to send me emails if they or I are meant to perform work born from the conversation that we've shared. Its been great in not missing anything -- its been horrible from a prioritization standpoint. A third to half of my email are bodiless emails to myself where the subject line would look like a to-do list entry to most others.
I'm curious how you approach your day and keep yourself organized if you're getting and giving work. Do you have a master to-do list that you work off of? Are you living in email all day? How do you keep track of prioritization and ensure that nothing slips between the cracks.
This is the domain of work management systems like Jira, Asana or Microsoft Planner combined with a shared calendar. Or a helpdesk/ticketing system depending on the nature of the tasks and how they are generated.
The tasks in the list should ideally be self-contained or with references to the record of things that need to be done, but the end goal is The List is the source of truth, the system of record. The real work begins with getting everyone concerned to adopt the system.
Prioritization is an entire industry in itself with all the different systems around and what these tools support. Eisenhower (the urgent/important matrix), MoSCoW (must/should/could/would), WSJF (weighted shortest job first), the classic low/med/high scale and more.
It's worth a look at agile software development practices and picking some ideas out of it even if you aren't in software development, because prioritizing a never-ending stream of work alongside constantly changing requirements is a very common theme in software development and the methods and practices are an attempt to tackle that.
The agile method was basically borne out of a reaction to highly planned out, rigid and inflexible methods of old-school project planning of software, which were often too late to adjust course late in the cycle when the tasks were already being done and too many resources were already committed for the wrong reasons.
The challenge here is making that practical for a person. Finding ways to track all your personal work and action items, prioritize them, and execute.
Personal kanban is another good approach for pulling agile mindsets into personal productivity.
I know a lot of friends and coworkers who use a personal Kanban board in Trello for keeping on top of this in a way that doesn't introduce too much cognitive overhead from the process itself:
Yep! I'd add a WIP (work in progress) limit for the doing column so you aren't overloading yourself, and a Waiting column fir when the ball is in someone else's court.
monday.com can do this, as well as microsoft planner. Both great tools
Overbyte, thanks for your reply. Your post forced me to think about some of the choices that I’m making about the way that I’m pursuing my work and opened my eyes up to codified prioritization systems.
I use obsidian as a to do tracker.
I use a daily note to think about what I need to do that day at the start and note down things I need to do that do as and when they come up on the same. I also have a couple of tasks I need to do every day already set on the template so they are already there every morning.
In meetings I note down todos as they come up in conversation, just in the flow of the notes.
Then I have a master list page, and some tags I use, which collects all my incomplete tasks from all my notes so I don't lose sight of them. I'm crap at going through my notes after a meeting and moving all the little things I said I'd do to somewhere else, in fact I've normally forgotten I said I'd do anything by the end of the meeting.
This way I can write it down as a go along and importantly not lose it straight after. It also solves my long standing problem in other note apps of writing a mini to do list in a page of notes on something then forgetting it's existence. No matter where I put it, it magically appears on my to do list and I get to keep to my preferred working method of combined notes and tasks.
Emails just live in outlook. In theory I put any tasks onto my daily list, in reality there's a good chance I'll forget so I usually action emails immediately. Fortunately I don't get many where that isn't possible.
Obsidian has been a revaluation to me since getting it earlier this year. I am similar to you, most things through the daily notes. I have project folders for each company project I work on, it has some templates structure and a project page with some custom css. This is one of the most useful things for me, each project page at the top has a table of useful links - jira, gitlab, recent presentations, documents etc. I don’t have to mess around with bookmarks for that kinda stuff. If I’m in meeting for project XYZ I just open the project page and it’s a landing page for everything I might need.
Beret4, do you ever find that you’ve got todos in both Obsidian and email? Does it make it harder to work out which ones to pursue? I’m likely overthinking this but every time I add a second place where I’m prioritizing work the other place gets heavily ignored. Maybe I just need a hug, but it’s a tough habit to build having multiple places where to dos accumulate.
I try to have inbox zero but I do admit I leave some key ‘unresolved’ emails in my inbox and flag them. If something comes in my inbox that is actionable I add a task to my daily note and give it an appropriate tag and a due date if necessary.
My daily note goes like this:
As long as I’m using the correct tags like #person/name or #project/xyz then I also have the corresponding ‘landing pages’ for those, so when I’m in a meeting with person/name I can bring in all the tasks I need to talk to them about or get them to do. Same goes for projects, when I’m in a standup I can bring them up.
The most important things I’ve found is having that single launch point for when I’m in a particular meeting. And also not being too wedded to one way of doing things, to reevaluate and change the system to make it work for you.
I just signed up for Obsidian Sync, and I’m trying to establish a workflow that works for me. Can you share details on how your master task list is collecting incomplete tasks from other notes?
Yeah, I use the dataview extension and some of the dataviewjs commands. I can't copy an example now as they are all on my pc (I don't use sync) and it's past midnight here so I don't want to turn it on but happy to paste tomorrow if you want to see examples, however it's just expansions of this https://blacksmithgu.github.io/obsidian-dataview/api/code-reference/#dvtasklisttasks-groupbyfile
I have 5 code blocks which filter by different tags to avoid it being too cluttered, as I get easily overwhelmed by big lists. Open on daily lists at the top, open on other files next. No tags means it's defined as open, then I have to scroll down to find ones that are tagged. I only use 3 to keep it simple - #waiting (can't action now because I'm waiting for something), #tracking (not a task for me to action but I need to know when/if it's done and don't want to forget about it) and #backlog (non urgent things that I may like to work on when I'm looking for something to do).
Fancy! I might give that a go and see if I can get it working.
I'm pretty sure this is going to drive everyone nuts, but I use draft emails to set up everything from to do lists to note keeping. I can title them and add the content I need in an incredibly easy to search directory. As you can probably guess from that snippet I'm a little scattered, but it helps and I know I'll always be able to find it.
How frequently do you have orphaned drafts that require pruning? I like this conceptually but I could see it quickly getting unwieldy for me to sift through. What client or platform are you using for your email?
I manage my time similarly but with a few differences. If a task takes me less than 10 minutes to accomplish; I just do it. Whatever that task is becomes priority number one and I just knock it out. This is where emails born from conversation fit in as well (shoot me an email to remind me to enable x function or make y edit).
If a task requires outside input, I generate whatever component is mine and send off an email for whatever RFI (request for information) I need, then file that task as "complete" until the email comes back with said information (this is where my email becomes akin to a Todo list). I sometimes leave emails unread to make sure I follow up until I get an updated response.
My actual Todo list tends to be an area where super long term projects go to sit. These are the "nice to do's" that aren't actually a huge priority but if I find time, I action. I also tend to use those tasks as "palate cleanser" tasks. If I don't want to do performance evaluations, I work a little bit off the Todo list before going back to performance evaluations.
Depending on the task, they tend to flirt between those areas. Until a meeting upends my priority list that is.
May not work for everyone but its worked for me. The downside comes when so many 5-10 minute taskers come up that I end up spending my whole day doing them, but thankfully those days are fairly rare /knocksvigorouslyonwood.
I’ll knock on wood for you too. Sounds like a good process.
I'm a software developer in a small company (~10 people).
Any task that takes longer than 5 minutes goes through the ticketing system (Jira), no exceptions. We might help each other on a ticket here and there, but each ticket is ultimately the responsibility of the person it's assigned to. For big jobs, subtickets are created and assigned to multiple people.
Our team leader keeps track of tickets in the backlog and assigns them to developers based on their priority when somebody's ticket queue starts to get empty.
Sometimes priorities change and tickets get moved around, but it all works very smoothly. There's never any ambiguity about what we need to do, and we can keep track of our progress on each ticket in its comments.
In my past workplaces that weren't this well organised, I would rely heavily on Outlook. I had two key categories that I used:
I would also flag these emails so I could keep track of them in the tasks list.
For things I needed to do that didn't relate to a particular email, I would block out a chunk of time in the calendar to work on it. That way my day would be divided into several things I needed to do, and I could move those things around as priorities changed. I found it pretty effective, especially in a Microsoft Exchange environment where team members can see each others' calendars. If I blocked out an hour to work on something, coworkers would be able to see that I was busy.
I use taskwarrior
It's been about a year, i put together a few plugins through the years
taskwarrior-tui is a nice terminal interface to quickly jump between contexts and project
i used task-open for some time before writing a custom python script for my use to simply query the taskrc database for a particular task attributes and find the corresponding markdown note to open.
The scripting engine is reallt useful, i base most of my work and personnal projects on this.
Lastly, timewarrior and trackwarrior to collect data about time spent and get some nice graphics with them. I hope to turn it into a kind of dashboard with various metrics of my activites later
It's also really just quite nice to see how i spent my time and how much i did
I also keep my inbox empty, but I mainly use an app called TickTick for my todo list. Google Calendar is the best calendar software I've come across, especially if you have a shared calendar with family.
TickTick also supports shared lists, so my wife and I have a shared todo list as well as a shared calendar. I used to have trouble deciding whether an item should go on the calendar or the todo list, but once I got a feel for things its pretty easy to decide what goes where.
I use a combination of Google Calendar for time-sensitive tasks (e.g visiting the dentist in June, watering the plants) and a Bullet Journal for a todo list (backing up my vacation photos, catching up on my Twitter messages)
If it were up to me I'd use a Bullet Journal for everything, because I love the feel of pens and paper! But it is cumbersome to carry around everywhere, and it will not bark out reminders if I forget something.
I love the BuJo method as well, but it gets cumbersome rewriting everything all the time, and while it forces reflection, I'm not much more in tune with my work than I am with a digital GTD method. It essentially just requires more work to maintain, even for basic layouts with just a pencil (not the grand artistic productivity porn models so many BuJo practitioners build out)
Yeah personally I only have 1-2 (if that) things to rewrite each month which is what the designer intended -- I don't think you're supposed to have a list of 5-10 todo items you didn't get to each month
I use the GTD Methodology, but in Microsoft To-Do. This let's me have a central place with all of my action items, and I can just plan them out in the morning. It works really well.
I MIGHT switch to monday.com for this because I have a license for other reasons, and in some ways it will be better, but I'm not sure yet.
The key is (no matter what system you use) an active daily review where you are working through your list, know what's on it, select priority, and execute. A weekly cleanup is also good.
I used to use the bullet journal method, and it was good, but it required a lot more effort, where the GTD system (once you're over the hurdle of understanding it) is essentially a stack of task lists.
Good call on a daily review. I hadn’t considered how a built in check like this might keep me from ignoring to-dos in favor of eliminating emails. Thanks for your thoughts.
Our work software is all Microsoft. Some key things that have maximized M365:
— if I do this with an email, it links it to the task or calendar event so I can easily come back to the email. When I’m done, I archive the email so it’s out of my inbox but accessible when I’m ready.
For projects or team based management of tasks:
For my personal life, I use a combo of Obsidian for knowledge management and “second Brain”, Todoist and Apple Reminders for my tasks or reminders (context based ones go into Apple Reminders).
All knowledge is organized using the PARA method taught by Tiago Forte.
When questions like this come up, I notice that there are as many answers as there are people. I think that kind of reflects the fact that we all consume, categorize, and process information differently. The tools and processes that people talk about are a reflection of that, and they've found a sufficient representation in the digital/physical world that approximates their mental models.
That's why it's interesting reading people's answers because many of them feel like 'another realm' to me, and mine will probably be the just as alient for them!
Mine is simple for me - I also follow Inbox Zero, but instead of doing an email-to-myself, I now use Microsoft ToDo, which can automatically bring in a flagged email from Outlook as a Todo Task. ToDo fits my model better because when I get an adhoc thing I need to do, I'll write it directly in ToDo. That helps with the Inbox context (emails as a task) and the adhoc context (arbitrary tasks). Most importantly it has a "My Day" view which is what I open first thing in the morning, and decide what I'm doing. And it's totally OK if none of it's done, I just mark important ones as "due tomorrow" and they show up in My Day the next morning.
Thanks for taking the time to contribute. I really like your Outlook suggestion; specifically the way that ToDos get pulled into your my day view.
I currently don’t have a good system in place, but I’m appreciative of all the ideas posted. My email inbox is a big bucket where everything resides. The Gmail nudge feature for things I’ve forgotten about helps a little bit. Otherwise I just keep a paper pad on my desk with a to-do list. I love color coding things with different colors, and there’s a really satisfying feeling that comes from crossing things out.
I enjoy Google Keep for a few reasons:
I tend to use it as a more-reliable mid-term memory for things that occur to me that I know I'll probably forget if I don't write them down, so I can just yell them at my phone and spend 5m sorting through dictated notes every few days to add reminders, archive irrelevant items, etc. Probably not for everyone but it's just the right mix of structure and unstructure for me.
Hey Douchebag, thanks for taking the time to reply. I like your approach to staying organized and getting your bulleted list tasks done.
For me, anything scheduled / time-based goes on my calendar and I prevent people from scheduling stuff over it. Anything major becomes a Jira ticket, and gets prioritized by a product owner who makes that business decision. Anything minor or stuff that just doesn't deserve to be a ticket goes into a to-do list that I keep in a notebook (old fashioned, I know... but I like the satisfaction of checking things off, I guess).
I started out organizing my stuff with the system described in Time Management for System Administrators and adapted it over the years according to my needs. At first I kept a folder with a calendar and sheets of paper -- one for a todo list, one for notes on each project, one for long-term goals, etc. After switching to WFH I no longer need my notes to be portable, so these days I'm using
remind(1)
for a calendar, a~/todo
text file for my main todo list, atodo
file in each project directory for project notes, and~/*.txt
files for topics and projects that don't have a digital presence. I have the p!n app on my phone for those rare occasions that I need to jot something down while I'm out and about so I don't forget. The only thing I still use paper for is my grocery list.Check this guy out. He’s got some good productivity ideas that build on GTD. He focuses more on personal productivity, but it can be incorporated with some of the team project management tools mentioned here.
I do the opposite of you. I have a perpetual inbox where email is never deleted. If an important task comes through in an email, I flag it and it's added to the tasks section of outlook. I always have my tasks pane on the right side of outlook. I also keep two stenographer pads at my desk. One is my to-do list and the other is for note taking during certain tasks. If a scheduled event comes up, I add it to my calendar. I try to keep it as simple as possible.
I'm a naturally chaotic and disorganized person (diagnosed ADHD way back in 1987, woo), but I tend to overcompensate with intense organizational systems. I'm trying to scale it back to something a little more manageable that I won't end up sidetracked organizing the organization system, and ToDoist has been working best for me for a solid year+. It syncs to my google calendar, and I decided the price was reasonable for email reminders. It works for everything from my household laundry system, to scheduling appointments for my kids, to my teaching responsibilities.
I used Habitica for my everyday stuff, because gamification works on me.
Microsoft To-Do for my lists like crafting, teaching etc, and because my work uses Outlook for emails, it's easy to access from my work account. The little "ding!" when you complete a task is pure dopamine for me.
In my personal life, I use the iOS reminders app for checklists (I have a decent travel checklist, for example), and a calendar to schedule To-Do tasks. I have ADHD, so having a time scheduled with as many reminders as I need is really helpful.
Professionally, I use a combination of Jira, Bitbucket, Edge’s tab groups feature, Outlook’s calendar, and Windows Sticky Notes. I keep a tab group with the Bitbucket PR list and the list of Jira tasks assigned to me, and another one with a tab for each task I’m working on that day. I keep checklists for things like how I like to approach different kinds of tasks and company processes in sticky notes on my computer’s desktop. I occasionally use Outlook reminders.
I've always used org mode in Emacs. It's a simple system that I'm kind of stuck to. Org mode can do a ton, but I use it for todo lists and managing dates on the calendar.
You can use Emacs as an email client as well. I don't currently do this, but there are a few ways of making it happen.
I use Migadu for email and Google for everything else. For notes I really like Obsidian, or just a simple text editor.