My Outlook GTD System...

by Rich Rousseau 3. February 2007 01:57
Since I'm a big fan of the Getting Things Done system, I'm always looking for ways to increase the efficiency of my process.  I want to dedicate a few posts to how I've setup my GTD system and the shortcuts I use to make it easier.  Let's start this off with a "brief" post about how I organize GTD within Outlook.

As I noted in an earlier post, I use Bonsai as my main GTD project/action storage.  But as many of us business users know, there is an entirely separate system that needs the full attention of a good GTD implementation...Email.

I honestly feel that if everyone used GTD just for their email, we might just achieve world peace  How many of you out there have an Inbox with thousands of messages just sitting there?  Can you list all the people you're waiting on for responses?  Do you know which emails you've acted on and which you still have to do?  What about everything you worked on last week, or the instructions your vendor sent you about Project X?

I used to be in Email hell.  My inbox was the only folder I used.  There were thousands of messages in it.  Once every year I'd make an "Archive" folder and move everything from an arbitrary point in the past into that folder.  I tried using "Flags" and "Reminders", but those never stuck.

I have now reached Email nirvana (not that one, this one).  My Inbox is empty.  I process everything.  I delete ferverently.  Every meaningful email has a place.

Let me give a brief overview of the Outlook portion of my GTD implementation.  I'm not going to go into great detail about GTD, I'm just going to show you how I process my emails...

My Outlook GTD

For starters, I use the Shortcuts view in the left pane of my Outlook.  This keeps the clutter of all my actual folders way way down.

 

 



Now, any seasoned GTDer looking at my list of folders should see that I've got the main tenants of the system all lined up.  For the uninitiated, here is the rundown...

Main Section
    Inbox - Everything comes in here and remains until processed.
    @Action - Anything that will take more than 2 minutes to actually do goes into this folder.
    @Waiting For - Anything that I'm waiting for a response on goes into this folder.

Project Support Section - Any currently active projects get a shortcut here.  All project related emails get moved into their appropriate folder.  (Note:  The names of my projects have been changed to protect the innocent).

Reference Email Section
    @Somday/Maybe - Anything that might hold interest or be a good project "sometime" in the future.
    @Read/Review - All email lists I subscribe to go in here.  I never really look at them after that :)
    @Completed - The final email from a non-project task goes in here.  Hopefully the full conversation is intact.  Useful to see what you've been up to.

My normal routine is to go through each item in my Inbox and process it appropriately.  In GTD terms this means doing the task if it's less that 2 minutes, deferring the task till later, delegating the task, deleting if not needed or filing if needed.

Another part of my implementation is that I CC all emails I send to myself.  This gives me an easy to reach copy of all my correspondence.  Some of these get deleted immediately, others get moved into my @Waiting For folder so I know what I'm waiting on from someone.  You can setup Outlook to automatically CC you on everything, so there's no overhead in typing your name on every email.

Doing
If it's quick, and you have the time.  Do it.  Nuff said.  Move your CC'd response into the @Completed folder.

Deferring
Can't do it right now?  Move it into your @Action folder.  Review this folder regularly when you have time to burn off on these items.

Delegating
Not your problem?  Need more information?  Got a someone you can pawn it off on?  Forward it to them and move your CC'd forward into the @Waiting For folder.  The best part about this folder is that the next day, you can iterate through each of them re-forwarding each message asking "What's up with this issue?".  People will think you're totally ontop of things (and you will be!).

Filing
Important information in this message?  Stuff you'd like to keep around for future reference?  If it's part of an active project, move it into your Project folder.  If it's long term stuff (HR docs, important memos, sweet pics of Paris Hilton) move it into the appropriate Reference folder.

Deleting
Don't need it ever again?  Delete.  If everyone did this one step right away, it would probably save exobytes of space and put hard drive manufacturers out of business.


So there's the "brief" overview of my Outlook GTD system.  Like I said, there is really nothing special here.  It's just important to keep up on your processing!  You'll end up making all this second nature and being a very happy camper.

Office 2007 OneNote...

by Rich Rousseau 12. January 2007 23:21
So I'm a pretty big fan of organization programs.  I currently use Natara Bonsai, which is a pretty sophisticated outlining program.  It syncs up nicely with my Treo 650 and the mobile client has the full functionality of the windows client.  I use it for organizing projects at work and at home.  It fits well with the Getting Things Done system that I've been using for the past year (Thanks again Kenny!).  More on Bonsai and GTD later.

Before I used Bonsai I was a huge Microsoft OneNote fan (this was back in the Office 2003 days).  It was the first org app that really caught my attention and I quickly fell in love with it's ease of use.  I like it's freeform nature.  You could click on an area within and start typing.  It allowed for organized lists, tables, imported images.  It integrated nicely with the other Office apps.  You could create emails/tasks/appointmens from any of your OneNote outlines.  The tasks would remain synced with Outlook.  You could also import any Outlook Notes directly into OneNote.  I used this particular feature to take notes on my old Samsung i700, then import them into OneNote for further processing. 

While this system worked, if you wanted to be completely mobile it had one serious shortcoming.  There wasn't a mobile client.  It was a one way street.  Take the notes on the mobile, import and organize in OneNote, and they were stuck there.  No syncing back up with the mobile.   I know you could use the tasks feature of Outlook for this (OneNote Task -> Outlook Task -> Mobile Task), but I was really stretching the boundaries with all the projects and tasks I was trying to keep organized all at once.  This was the main reason I switched back to Palm and Bonsai.

Fastforward to the present.  My boss has been raving about OneNote that comes with Office 2007.  I just did a little googling and found that not only did Microsoft release a mobile client for OneNote 2003, but they have full mobile integration with OneNote 2007.  Some other new features include OCR for any images you take and include with an outline (say with your mobile's camera), internal linking between outlines, and multi-user editing capabilities.  It sounds like they've taken some good ideas from wikis.

Needless to say, I'm very interested.  The only problem is that I don't have an up to date windows mobile platform (pocketpc or smartphone).  This is probably a good thing since I really like my Natara Bonsai (and don't have the $$$ to get a new phone).  It's just that I sometimes get stuck in Bonsai's rigid hierarchical nature (more on that soon).

If anyone out there is using OneNote 2007 (with or without it's mobile capabilities) I'd be very interested to hear from you.

Extra:  It also looks like they've provided an API for OneNote 2007.  This wasn't the case with OneNote 2003 (or maybe I didn't look hard enough).

Edit:  The wikipedia article is pretty informative.

Tags:

Organization

GTD Madness...

by Rich Rousseau 22. March 2006 01:44

 

A quick note to all you other GTDers out there. Don't mix your Project Support Materials with your Next Actions! I did this a while back and now I'm paying for it. My Project Support Materials have exploded in size which effectively buries all my NAs. So now I'm struggling to retool my system (I use Natara's Bonsai) while still using it day to day. It's madness.