This week, why your system or process is more important than the apps you use.

You can subscribe to this podcast on:

Podbean | Apple Podcasts | Stitcher | Spotify | TUNEIN

Links:

Email Me | Twitter | Facebook | Website | Linkedin

Download the Annual Planning Template

Evernote link for the Annual Planning Template

More about the Time And Life Mastery Course

The FREE Beginners Guide To Building Your Own COD System

Carl Pullein Learning Centre

Carl’s YouTube Channel

Carl Pullein Coaching Programmes

The Working With… Podcast Previous episodes page

Episode 210 | Script

Hello and welcome to episode 210 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.

This week, we’re talking about the system versus app and why with the right system it doesn’t matter what apps or tools you use, you’ll always be productive.

I remember when I first read David Allen’s Getting Things Done book many years ago, I salivated at the chance to learn what apps would be recommended and where I could buy them from (there were no app stores in those days). I was disappointed after reading the book to learn that David Allen didn’t recommend anything other than a label printing device for all the folders I would be creating for my projects. 

Then in 2015, the revised updated version of Getting Things Done came out and I rushed to buy my copy believing this time, as we were well and truly in the new digital world of apps and app stores, David would be recommending some new apps I hadn’t tried. Again I was disappointed, The same label printing device was recommended, but no apps or tools.

And yet, David Allen was teaching me a lesson. Being productive has nothing to do with the apps or tools you use. They are just cosmetic and do nothing to make you more productive. Everything that makes you more productive comes from the system and daily process you use. And that is what this week’s question is all about.

So, with that in mind, it’s time for me to hand you over to the Mystery Podcast Voice for this week’s question.

This week’s question comes from Philip. Philip asks; Hi Carl, I’ve recently come across your content on YouTube and this podcast and hoped you could help me. I’ve been searching for the best apps for managing my daily to-dos and notes. I feel I’ve tried them all but I still feel like I am burning out trying to get everything done. Do you have any app recommendations? 

Hi Philip, thank you for your question. 

I think a lot of people struggle with this one largely because there are a lot of applications and tools now that promise to make you more productive and organise your life for you. The truth is no application or tool will ever do that. No matter what application you are using, you are still going to have to put the work in. You still need to input your information, your tasks, and collect all your files together and organise them in a way you can find them later. 

I’ve seen some apps try and do some of this hard work using machine learning or AI, but technologically we are not there yet. For that to work, a machine or app will need to know how your mind works and for most of us, we don’t even know how our minds work, so there’s little chance an app or piece of complex software is going to be able to do that. 

At best, these apps guess based on algorithms and, as we know from US congressional hearings into Facebook and Google algorithms, these are not exactly perfect by a long way. 

And that is really where you need to start. Understand that whatever tools you choose, you will still need to input your data. 

Now, When I created my system I began with the question: what do I want to see each day? 

What this question is does is elicit the information I need on hand for me to complete my work to a satisfactory level each day. It also implies that there is quite a lot of information I do not need to see. For instance, I do not need to see tasks or appointments I have next week. I might need to know I have a workshop to prepare or if I have a holiday coming up, but I only need to see that when I am planning the week. 

For instance, if I have a workshop to deliver on Monday, I will need to know that this week, because I will need to prepare for it. But that is just a single task that says “prepare for next Monday’s workshop”. Once that is is on my list for this week, I don’t need to know anything else.

From that, I can open the Keynote file or the Pages document for the workbook and get on and do the work. I may have a few notes related to the workshop in my notes app, and that note will be linked to my task. 

So, let’s say on Wednesday, I see I have a task that says “prepare for Monday’s workshop” that task will be linked to the project note in my notes app and all I need do is click the link, and I’ll be taken to the project note and I can do a quick read through to see where I am and decide what needs doing next. 

So, within five seconds I am ready to begin work. 

However, to get to that point, I first need to make a number of decisions. First, when am I going to work on the workshop—I decided Wednesday—and what work will I do that will ensure I have the workshop prepared for. 

This means I need to input the data at some point. I will need to input the task, and collect my notes and ideas and create a presentation file. 

None of these things requires expensive, complicated applications. In practice, all of this could quite easily be done using a pen and piece of paper. The Keynote file and workbook will need software, but the process of knowing what to work on and when does not need anything elaborate. 

Over the last ten years or so, I’ve played around with a lot of different tools. From Evernote to OmniFocus and in recent months Notion, ClickUp and Obsidian. And yet, while many of these apps may be pleasing to the eye very few of them actually help to get my work done any better or faster. In fact, I found Notion and ClickUp actually stopped me from maximising the work I got done each day because I wasted too much time trying to get the app to look nice. 

So a question to ask yourself is what do you need your productivity apps to do for you? 

Well, the answer to that question is you want them to tell you what needs working on and why and then to get out of the way except when you need to collect something into your system. 

This means, the best productivity apps—the ones that will help you become more effective and allow you to focus on your work—are the most boring apps. Boring because you will not be tempted to keep rearranging things: changing fonts, colours and layouts. All these are distractions. They stop you from doing your work. 

In many ways, Apple Notes is possibly the best notes app today. I know it’s only available for those who work in the Apple Ecosystem, but when you look at it, it has everything you need and nothing else. It has folders to organise your notes into categories and it allows you to collect notes very easily whether that is by using Siri or using the new Quick Notes feature. Its search is phenomenal and you can tag notes for fine-tuning your organisation. 

When it comes to customising things. Nope. Not a chance. While it is possible to change text colours and fonts on macOS, you cannot do that on an iPhone or iPad. Apple Notes does what a notes app is designed to do. Manage your notes and nothing else. 

The way to look at this is, the less time you spend inside your productivity apps and the more time you spend doing the work that needs doing, the more productive you will be. 

This means you want to be optimising your system and not looking for another app. 

To optimise your system look at how easy it is to get your tasks and appointments into your task manager and calendar. Make sure the task manager you use has some form of quick entry and for your calendar you should be able to type something like “meeting with George on Monday at 9:30 am” and your calendar will know to add that to the right place whether it is typed or spoken via Google Assistant, Alexa or Siri. 

Once you have your to-dos into your task manager, you want to be able to quickly decide what needs doing and when and then to be able to add dates (if necessary) and move the task to its appropriate folder. If you cannot drag and drop a task on a desktop from your inbox to the right folder, your task manager is not fit for purpose. 

This rule applies to your notes app too. Whatever app you choose, make sure there is some form of quick entry on all your devices. You should also be able to add relevant emails to notes and collect websites, PDFs, images and such like. I found when I tested plain text notes apps, they fell down when it came to that part of the process. While some could do it, it was fiddly and time-consuming and that defeated the purpose. Quick entry is vital. 

The final part of any good system is down to planning. If you are not planning the week and your day, you will always feel overworked and busy. Not planning your day leaves you at the mercy of other people’s demands. 

If you are not making a commitment to work on specific projects each day, you will find yourself saying yes to anything that comes your way. When you know when you start the day what you want to get accomplished, if anyone asks you to do something else, you are much more likely to say no. 

For instance, today, preparing this podcast was one of my objectives. However, this morning, I got an email asking if I could jump on a quick call to discuss a “great new proposal”, and it was easy for me to say no. I had already decided that the most important use of my time today was to prepare this podcast, do my exercise and get all my writing done. Talking about how I could help someone else with their ideas was not a priority for me today. I have times available for that, and today was not one of those times. 

Not having a plan for today, I would likely have said yes because I would then feel I was doing something. 

When you begin the day with a clear plan, any new commitment requests can be assessed based on what you have planned. When you begin the day with no plan, you have nothing to assess, so you’re likely to say yes to the new commitment request and then find yourself overwhelmed with everything you didn’t do. 

So, Philip, forget the tools and apps. Pick something you like and stick with it. Focus on making sure you collect everything quickly. Organise what you collected at the end of each day and make sure you have a plan for the day. When you do that, you will soon find yourself being more productive and a lot less stressed. 

Thank you for your question, Philip and thank you to you for listening. It just remains for me now to wish you all a very very productive week.