In OneNote, I remove the flag from the now new project title and sketch out the next few steps within the new Project and flag/categorize the Next Step. Now instead of the project title showing up in my Task Sidebar, it only shows the Next Step. If I click on the Next Step Task in Outlook it takes me to the Project Page in OneNote. Getting Things Done (GTD) is one of the most popular productivity methods and Evernote the most popular note-taking tool among Lifehacker readers. The Secret Weapon merges these two into one system so you can achieve your goals.
David Allen recently published a revised edition of his blockbuster productivity manifest, Getting Things Done. Over the past fourteen years since the publication of the original edition, the GTD methodology has taken the world by storm, transforming lives from corporate executives, to stay-at-home parents. This course in what Allen calls “advanced common sense” has helped millions of people stay in control of their lives and businesses.
Over this set of posts, I’m going to show you how to implement this system using Microsoft’s Office 365 offering, focusing mainly on Outlook and OneNote. These applications can form the core of a system that frees your mind and energy enough to focus on what really matters to you.
Let’s start with an overview of the process. GTD can be described in five steps:
- Collect every thought and commitment you have into a trusted system so that your brain can stop worrying about it. This can seem daunting at first, but Microsoft Office provides plenty of tools to capture everything that comes up, whether you’re at your desk or on the go.
- Clarify what each item is and whether or not you need to do anything about it. The key question here is, “Is this actionable?” Many of the things that have our attention don’t actually need anything done with them, and you need to separate those from what you need to do.
- Organize actions and reference materials so you know the information you need will be available at the appropriate time. This is where we’ll do the heavy lifting, organizing actions into Tasks lists in Outlook and reference material into OneNote. We’ll also cover the nifty way those two applications work together, allowing you to quickly and easily create new tasks from OneNote or link from Outlook to reference material in OneNote.
- Reflect on those lists and reference materials often enough that you feel confident nothing is falling through the cracks. One of Outlook’s great strengths is being able to keep your day’s commitments, both on your schedule and in you action lists, in front of you throughout the day.
- Engage with the actions you’ve already thought about without getting hobbled or sidetracked by confusion or indecision.
Seems pretty simple, right? But as with anything, the implementation is in the details. In the next post, we’re going to go over Phase One, Capture. Allen points out that there’s no need to ever have a thought more than once unless you like having that thought. I’ll tell you all the ways you can use Office 365 to keep that stuff off your mind.
Jeff Kirvin, PEI
Follow the Series: See all of Jeff’s Getting Things Done Series by Following the Links Below Amma nenu o ammayi serial in telugu today episode.
Part 2: CollectPart 3: Clarify
Gtd With Outlook And Onenote App
Part 4: Organize
Part 5: Reflect
Part 6: Engage
Part 7: Tips and Tricks
These days I have no choice but to become more efficient at how I do things. As readers of this blog can tell from my recent post history, my level of commitments and responsibilities have increased exponentially over the last couple of months and the amount of time I have for getting things done has decreased. So, as any rational person in this situation would do, I took about 20 hours of my time and devoted it to ignoring my “task list” and improving my time and project management skills in adapting my own systems and processes to use more efficient tools than I had been using. In other words, I took two steps backwards in the hopes that it will lead to at least five steps forward – and I think it will. So I would like to share with you a little bit of what I’ve learned along the way.
Gtd With Outlook And Onenote 365
Getting Things Done
First, you need to read the book Getting Thing Done by David Allen. A couple of years ago I read this book from cover to cover and found to be incredibly helpful. Since that time I’ve referred to it here and there but decided I needed to read it again. So I did — and it made more sense this time than it did the first. So get the book and read it a couple of times and figure out how to implement those techniques in your life and I promise you, you will not regret it.
Maulana jalaluddin rumi urdu books. OneNote
Second, if you are a PC user make sure you have Microsoft OneNote. I have had it for years but have been too ignorant to even try using it. I really can’t find a “softer” way of putting it than that — I just didn’t know what I had available right at my fingertips and what I was missing. I thought it was virtually the same thing as Evernote (which is a great too in its own right) but I sure was mistaken. Then, about a week ago I was experimenting with OneNote and decided to do a little Internet research on how other people have been using it. I found a great post by Bruce Olson entitled The trial lawyer’s electronic notebookand, as you can imagine, being a “technology lawyer” and a “trial lawyer”, that title really struck a chord with me! The title has nothing on the substance of the article and the ways in which Olson describes using OneNote. Read the article — after I read it (twice) I was convinced that OneNote just may be the best tool ever developed for lawyers.
GTD + OneNote + Outlook
Then I decided I would get fancy and see how people were using the GTD system with OneNote and Outlook combined to try and capture the power of all three of these great tools into one system. There are several great articles on the Internet to talk about this and there is even an Outlook plug-in for GTD but I have not gotten that far … yet. Though I may at some point. For now, however, my head is still spinning thinking of all the possibilities for how I can use this system without the plugin. Of all of the articles that I read, there were two that really helped me to implement my own system which is basically derived from with these authors talk about: (1) Aref’s article entitled Getting GTD’ish with Microsoft Outlook 2010 and, the most helpful (and thorough) of all, (2) Michael Wheatfill’s blog GTD with Outlook 2010 and OneNote 2010(this is a 6 part series).
As I mentioned earlier, my head is still spinning with the possibilities for how I can use these tools to be more effective and efficient at what I do. I am just at the beginning of the journey and will continue to experiment, study, and learn as I go so please, by all means, if you have ideas or knowledge of how this all works, please share them with the rest of us in the comments below. Until then, I am off to spend more time working with a really innovative new practice management software we are considering called MyCase – Social Practice Managment. Sounds pretty interesting, doesn’t it!
Related articles
- OneNote vs Evernote, part deux (sheffnersweb.net)
- GTD with Outlook 2010 and OneNote 2010 – OneNote Setup ” Dynamic IT | A Blog by Michael Wheatfill on Microsoft Technologies and Productivity (sheffnersweb.net)
- OneNote 2010 updated to provide better SkyDrive support (liveside.net)
- Microsoft Office OneNote – Review (brighthub.com)
- Update for OneNote 2010 makes SkyDrive sync even better (windowsteamblog.com)