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Posts Tagged ‘inbox zero’

Funneling all tasks

May 30th, 2010 jason No comments

In my previous post I discusses the inbox zero side of my current gtd setup.. Basically processing all my email down to zero.

The trick here is not that I’m completing everything in my email, it’s that I’m cleansing and moving it to a single trusted place. That means that no matter what, I have one single location to go to where all my incoming tasks and projects will be processed.

Of course I was just talking about email previously.. the trick is that I can do this with all types of input.  Email, snail mail, meeting notes, random thoughts, shopping lists, long term goals, etc.

Every thought gets funneled into the same location where I can process, filter, assign, itemize, plan, etc.

The key is to get the stuff to toodledo with a clear action in mind.

It doesn’t help if I just forward an email with a subject like “re: fountains, what a pain!”.

If that ends up in my toodledo inbox I’ll have to re-read the email and figure out what the heck to do about it.  As long as I’ve already made up my mind that I DO need to do something about this (otherwise, why would I be forwarding it to toodledo?), I should phrase the subject as a task that I can physically do, or a clearly defined outcome to a project.

For example, let’s say that what’s hidden in the heart of this email is the fact that there are 15 different kinds of fountains for sale by this company I’m interested in purchasing from, and I need to determine what kind of fountain to get.

Then I’ll forward the email and change the subject to be something like “Choose which fountain I want”.

That way when I look at my toodledo inbox I know that this email is about picking a fountain, and there’s probably information in there for me to look at.

One of the great things about a pro account at toodledo is that I can make sub-tasks for my todos.  So I can break this down even further!

I can create a few very simple subtasks that allow me to really define what’s involved with picking the fountain:

  • create a list of fountain names
  • find images of each fountain
  • put images and names into a google doc
  • send google doc to wife
  • set aside 15 minutes to discuss options
  • etc..

Then, I’ll make each of those a sub-task and add whatever other information is necessary. .for example, add a link to the actual google doc I’m using, etc.

This is where the GTD stuff comes in real handy.  Each of those things are small physical bite-sized chunks of the big project “choose a fountain” that I can easily manage.  Now this project isn’t so daunting!

To be continued..

Categories: gtd Tags: , ,

Using toodledo for GTD and Inbox Zero

May 29th, 2010 jason 7 comments

I’m such a dork.

This past week I’ve been doing my darndest to try and maintain a zero-sized inbox, both at home and at work.  This is an incredibly daunting task.  As work I receive a TON of email every day.  And by a ton, I mean a metric buttload of email.

One quick example.. on wednesday at 4pm I had my inbox down to 0.  That’s right, not a single email in my inbox.  Not one.  Zero. Kaput.  Nada.  Bupkis. I went off to walkies for one hour and when I returned I had over 150 messages in my email inbox.

Yeah.  One hour.  150 messages.  Expand that over an entire day, and you can see that my email inbox is constantly pinging me.   Expand that to a week.. imagine how much information is coming at me that might require some sort of action from me.  Yep, a bunch.

So this week I thought.. you know what?  I’m going to see if I can practice Inbox Zero, and I’m going to use toodledo to do it.

What is inbox zero you ask?

Only the coolest thing ever.

Yeah, that’s right.. cooler than than anything ever.  That’s right.  I said it.

Oh, you want me to elaborate?  It’s simply a way of maintaing your sanity with the amount of email coming at you.  The main idea is to process your email out of your inbox into a trusted system so you’re only taking in this input ONCE.

How many of you have an email sitting in your inbox that you’ve read once before?  What about twice?  What about knowing that there might be an email in your inbox that you might have read that might have something important in it maybe?

That’s sooooo stressful!

So here’s what I do.. I basically follow david allen’s GTD stuff with some Merlin Mann’s inbox zero stuff, and process it into my toodledo system.

First, I set up toodledo so I had a few folders:

  1. Inbox
  2. Projects
  3. Discussions
  4. Someday / Maybe

Next, I went to my toodledo settings and told it to put any new tasks directly into 1. Inbox.

Then I went to the tools and services area and configred my email so that I could email directly into my inbox.

Now that toodledo was set up, I went to my email program and created a few folders in there

  1. My Projects
  2. Others Projects
  3. Reference
  4. Archived

Finally, I went to my work email and started processing my email.  For every single piece of email I followed a flowchart similar to this one where I asked myself:

  1. Do I need this email?  No?  DELETE it.
  2. Is it actionable?  Can I or someone else do something about it? No? Archive it – What I would then do is assign this email a tag (gmail) or category (outlook) and drag it to my References folder.
  3. Do I have to do something about it? No? Delegate it – Assign a tag (gmail) or category (outlook) drag it to my Others Projects folder
  4. Can I do it in 2 minutes or less?  Yes?  Do it

If an email made it through each of these things and was still around, it most likely was a project of some kind. I would then tag or assign a category to the email, drag it to the My Projects folder, and then forward the email to toodledo with a subject that defined the outcome of the project.

For example, if I got an email that said “My AFR download isn’t working”, I would forward that to toodledo with a subject that said “Fix this person’s AFR download”.  If I knew what the absolute next action was that I needed to do I would add that to the notes.  If I didn’t, then I knew I would think about this later and just sent it to toodledo anyway.

Then, I would continue on to the next email and the next and the next until my entire inbox was ZERO.

Then I hopped over to gmail and did the same thing.

The nice thing about this is that I found that I could head to My Projects in my email and list by tag or by category and get a good sense of all my projects that I’m currently working on.  I could also head to Others Projects and see where they’re at on things.  It is a really great way of seeing quickly where everything is at.

The most important thing about this is that I’m now NEVER going into my email unless I give myself time to process what’s in there.  Even if I don’t have time to do those 2 minute tasks, I will simply forward those to my toodledo account knowing that I’ll get to them.  This allows me to get my email down to zero and maintain it being zero.  If I see that i have 30 messages sitting in there, in the past I would start cherry-picking things to read and not read, and I’d end up leaving stuff sitting there forever.  Now I have the strength to say “nope, no time to process.. I’m not going to even look.”

Talk about a stress relief!

In my next post, I’ll talk about how I dealt with processing all my items that are now sitting in my Inbox at toodledo.

Categories: Animation, gtd Tags: ,