Keeping Your Notes App Clean and Tight

Podcast 256

This week, we’re looking at the overwhelming number of so-called “projects” people create and why it’s these that contribute to overwhelm and a lot of wasted time. 

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Episode 256 | Script

Hello, and welcome to episode 256 of the Working With Podcast. A podcast to answer all your questions about productivity, time management, self-development and goal planning. My name is Carl Pullein, and I am your host for this show.

I read David Allen’s seminal book, Getting Things Done, around fifteen years ago, and it helped me to transform away from a manual Franklin Planner that had served me well for the previous 17 years to a fully digital productivity system. 

In Getting Things Done, David Allen defines a project as anything requiring two or more steps to complete. He also mentioned that most people have between thirty and a hundred projects at any one time. 

Now, if you are following a correct interpretation of GTD (as Getting Things Done is called), that would not pose a problem because projects are kept in file folders in a filing cabinet near your desk and your task manager is organised by context—meaning your lists are based around a place such as your workplace, home or hardware store, a tool such as your computer or phone or a person, such as your partner, boss or colleagues. 

Unfortunately, when apps began to appear, many app developers misread or misinterpreted the GTD concept and built their apps around project lists instead of contexts. It could also have been a concern for intellectual property rights. But either way, this has led to people organising their task list managers by project and not context. And it is this that has caused so much to go wrong for so many people. 

This week’s question is on this very subject and why managing your task manager by your projects is overwhelming and very ineffective. 

So, without further ado, let me hand you over to the Mystery Podcast Voice for this week’s question.

This week’s question comes from Lara. Lara asks, hi Carl, Last year I read the Getting Things Done book and have really struggled to get it to work for me. I have nearly 80 projects in my task manager, and I feel I am spending too much time keeping everything organised. I never seem to be able to decide what to work on, and everything feels important. Do you have any suggestions on spending less time managing work and more time doing the work? 

Hi Lara, thank you for your question. 

So, as I mentioned in the opening, the problem here is you are managing your projects in the wrong place. Task managers are there to manage your tasks, not your projects. If you want to manage projects with software, you would be better off purchasing dedicated project management software. However, those apps can be very expensive and have been designed for corporations and large teams working on a single project. Apps like Monday.com and Wrike are examples of accessible project managers. 

However, apps like these are designed for teams of people working together on a single project and will not solve your problem of being able to spend more time doing your work and less time organising it.

Now, you did not mention if you wanted to continue using the GTD model or not, but if you want to get things better organised, the first step would be to remove your projects from your task manager and replace your lists with something you can better manage. 

Now, I use the Time Sector System to manage my tasks. This means my task manager is organised by when I will do the task. There are five time sectors: This week, next week, this month, next month and long-term and on hold. 

This means when a task comes into my task manager, the only thing I need to decide is when I will do the task. If it needs doing this week, it will be added to my This Week folder; if it does need doing this week, I will distribute it accordingly. 

In the GTD world, you need to set up your task manager by your different contexts. These can be anything, but they do need to work for you. While in the GTD book, David Allen gives us examples of @office, @computer, @phone and @home etc, these are a bit out of date today. We can do email from a computer, tablet or phone, and many of us work in a hybrid way in that we do a lot of work working from home. 

Now, I’ve seen some people organise their work by energy level: for instance, high energy would be for big tasks that require quite a bit of time, low energy would be for easy tasks that can be done at any time. 

The great thing about GTD is you can choose your own contexts that better fit your lifestyle. 

However, a better way to manage all this is to treat the folders in your task manager as holding pens for tasks yet to be done. The only thing that really matters is what you have to do today. Allowing yourself to be distracted by what can be done tomorrow or next week will slow you down and bring with it a sense of overwhelm. 

But, before we get there, let’s look at how you are defining a project. 

In GTD a project is defined as anything requiring two or more steps. This is where I think GTD breaks down. For example, arranging for my car to go in for a service will require more than one step. I need to confer with my wife for a suitable day that we both will be available, I need to call the dealership to book the car in and I need to add the date to my calendar because the dealership is sixty miles away from where we live. 

Yet, the only task I have in my task manager is an annual, recurring task that comes up on the 1st September reminding me to book my car in for a service. When that task appears, I know to ask my wife when she will be available. I don’t need three tasks all written out in a separate project. 

Equally, much of the work we do is routine. For example, every week, I need to write a blog post, two essays, prepare and record this podcast and create two to three YouTube videos. Technically, in the GTD world, each of those tasks are projects. There are more than one step involved in each of those pieces of content. But I do not treat them as individual projects. They are tasks I just do. 

I know I need around five hours a week for writing, so I block out five hours each week for writing on my calendar. I need three hours to prepare this podcast and another three hours for recording and editing my YouTube videos. As I know the amount of time I need for each of my pieces of work, I block the time out in my calendar. 

Now, in your case Lara, what is the work you have to do each week? Before you do anything else, block out sufficient time for getting that work done on your calendar now. 

Let’s say for example; you are in sales and each day you want to contact ten prospects. How long does that take you? If that takes you an hour each day, then you need to block an hour out on your calendar to do that work. There’s no point in ‘hoping’ you will find the time. You won’t. If it is something you must do or want to do, you need to allocate sufficient time for doing it.

On your calendar, you would write “Sales Calls”. In your notes, or a spreadsheet, you would have a list of people to contact. In this example, it’s unlikely you need a task for this because your calendar is dictating what you will do and the list of people to contact are in a dedicated CRM, spreadsheet or notes app. You don’t need to duplicate things. 

Let’s look at a different kind of project. Let’s say you are moving house. That’s a big project. How would we manage that? 

My advice is open your notes app. Project like this that are going involve checklists, emails, images, designs, things to buy, copies of contracts and so much more would never work well in a task manager. You are also likely to need a file folder on your computer to keep all these documents. 

On your calendar, you will have your moving date and perhaps a few extra days for organising your new home. 

What would go on your task manager? Very little. You may have tasks such as send signed contracts to landlord or your lawyers, or to call the electricity company to notify them of your moving in date, but you would be managing a project like this from your notes app, not a task manager. 

Most of our difficulties with task managers is we are putting too much in there. There’s a limit to what we can do each day. We are constrained by the time available. It’s that part of the equation we cannot change. Time is fixed. The only thing we have any control over is what we do in the time we have available. And it’s there where we need to get realistic. 

If you begin the day and there are 60+ tasks in your task manager for today, you have failed. You will never complete all those tasks. You’ve got to get realistic about what you can achieve each day. 

For me, if my task manager has more than twenty tasks to do, I know I am not going to complete them all. I will go into my task manager and reschedule some of those tasks. It’s no good telling myself these tasks have to be done, because I already know I will not have enough time to do them all. You need to get strict about what must be done and what can be rescheduled for another day. 

So, Lara, my advice is move your projects out of your task manager and into your notes. Whether you use Apple Notes, Evernote, Notion or OneNote (or something else), it’s your notes app that will better manage your projects. You can keep copies of relevant emails, links to documents and so much more in your notes. You can also create checklists.

I will be travelling to Europe in a couple weeks. It’s a ten day trip and I’ve create a note for the trip in my notes app. That note contains my travel checklist, copies of my flight confirmation email, and a list of the things I need to do while there. There is nothing in my task manager. A few weeks ago, there was. I had a single task telling me to book my flights. Now that’s done everything related to this trip is managed from my notes app. 

The goal, is to keep your task manager clean and tight. Only relevant things that need to be done should be there. Routines such as cleaning my office and doing my admin and cleaning my actionable email each day are in there—while I don’t really need these reminders, they are there in case I have an emergency and need need a lit of things that should have been done where I can decide what must be done and what can be rescheduled.

I hope that has helped Lara and thank you for your question. Thank you to you too for listening.

It just remains for me now to wish you all a very very productive week.