Transitioning to a digital task management system and optimizing the collection process

This week, I’m answering a question about the fundamentals and why it’s important to master the basics before worrying about everything else. 

You can subscribe to this podcast on:

Podbean | Apple Podcasts | Stitcher | Spotify | TUNEIN

Links:

Email Me | Twitter | Facebook | Website | Linkedin

The CP Learning Centre Membership Programme

The Working With… Weekly Newsletter

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

Hello, and welcome to episode 293 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.

Last week, in my newsletter, I wrote about the lessons I learned from rushing about looking for quick fixes and hacks to improve my productivity. In many ways, I was lucky I was doing this in the 1990s before the plethora of digital tools were available, yet the mistakes I made back then are the same mistakes I see so many people making today. 

There’s a lot to say about the advantages of hindsight and experience. It does help you to avoid mistakes made in the past and gives you a level of knowledge that helps you to assess new ideas through a framework of experience. What works and what does not work. 

For example, I’ve learned the more complexity and levels a task management system has the less likely you will use it effectively in the future. It’s exciting a fun to play with in the beginning, but once it comes face to face with a busy day or week, it breaks down, you stop using it and you then lose trust in it. 

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

This week’s question comes from Jono. Jono asks, hi Carl, I see you often talk about keeping things simple, and I was wondering what you consider to be a simple system. I try to keep mine simple, but it is so hard to do so with so many new tools coming out each month. A little help here would be appreciated. 

Hi Jono, thank you for your question. 

To answer your question for me a simple system is one that works in the background so you can focus on your work without feeling overwhelmed, stressed out or swamped. The trouble is to get to that level, you will need to go through a few gates and that means initially things will not feel simple. 

Take the first stage of getting something into your system, the collecting stage. If you’ve never used a task manager before, one of the most difficult habits to build is to collect everything that comes across your desk into an inbox. 

If you’ve spent a large part of your life trying to remember to do something and never writing it down, doing the opposite will feel unnatural. I remember when I turned to a completely digital system and pulling out my phone every time I remembered to do something felt very unnatural. Having a laptop or later an iPad in a meeting felt uncomfortable. 

Today, almost everyone is in a meeting with a laptop or iPad, but twelve years ago, it was not common at all. There was a fear that people felt you were doing your email or responding to Facebook massages while in the meeting. It was uncomfortable. 

And that is where one of the initial problems lie. Changing an old behaviour. 

However, the good news is it only take a few weeks for it to become natural. It’s funny today, when my wife asks me to do something and I don’t immediately pull out my phone, my wife will stop and say: are you going to write it down? Not only has my behaviour changed, so has hers. She knows if I put it into my phone I will not forget. If I don’t, I will forget. 

However, that means the way you collect stuff needs to be fast and easy. Back in the days when I travelled around the city visiting clients, I used the subway and bus system. I carried a bag (I hate backpacks, they destroy the cut of your suit—which weirdly I no longer wear) This meant I needed to be able to collect ideas and tasks while moving from one train to another or walking through a subway station. 

I developed a test I called the changing train test. The test was could I collect a task into my task manager while I was changing trains? If I needed to stop walking, it failed the test. This was one of the many reasons why Todoist became my task manager of choice. It was simple and fast to get stuff into it. 

The introduction of Siri in 2014 really helped. I was able dictate my tasks to my phone and later, when Siri developed, I was able to set it up with Apple’s Shortcuts to make collecting even faster. 

So the first test for me is to ensure collecting is optimised to be fast and require as few button taps or pushes to get get something into my system. 

Today, it’s all about getting things into my system using my laptop computer as that is where I am mostly when doing my work. I no longer visit clients. The principles, though, have not changed. Speed and simplicity. Using keyboard shortcuts to get things into my system is critical to me today. Again, simple, and fast. 

The philosophy I follow is the less time I spend in my productivity tools, the more time I have for doing the work. The more time I spend doing the work, the more time I have at the end of the day for other things like hobbies, interests and family. 

This means that the next step, the organising also needs to be simple. 

I’ve travelled down the road of building complex organisation structures in my notes and files. I remember around seven years ago the trend of developing a complex tagging structure in Evernote. That all began from a blog post Michael Hyatt posted in 2016 where he explained how he used Evernote notebooks and tags. Oh how we all jumped on that ship. It was so much fun creating hierarchical tags structures. 

The problems was, it took hours each week just to maintain it. When You collected a new note you had to go through your tagging structure to ensure you attached the right tags to the note or the system would fail. 

Fortunately, Evernote helped to wean us off that method by significantly improving their search. Today, I have a very loose notebook structure and use search to find what I need. It’s much faster and simpler and means I have very little organising to do. 

Similarly with Todoist, removing all the old project folders and focusing on when I will do a task and slimming down the number of labels I use (I use eight and no more) processing my inbox takes a fraction of the time it used to. 

Everything is geared towards simplicity and speed so I spend more time doing the work and less time “playing” with the tools that organise my work. 

Over the last few months, I’ve been creating content encouraging people to discover the processes for doing their work. That simplifies how you do your work and when that is simplified you are on the way to speeding it up. However, the great thing about having processes is you can take a single part of you process and find ways to make it better. 

This, I realise is what I do with my whole productivity system. I have broken it down in to three parts: collecting, organising and doing. If I feel organising my work is too slow, I can look at how I am organising my work and find a better faster way. I will do that every three months or so. I look at the whole system, and ask the question, how can I do this better. 

As the tools I use are being updated regularly, I find every three months enables me to review the updates to see if anything that has been changed helps me to make the system faster. For example, Evernote have recently introduced AI. This has given us faster search results AND, you can use their AI to organise an individual note into a cleaner order. 

This means I can take scattered meeting notes and let Evernote organise those notes into a cleaner, more logical order. It puts the highlights at the top of the note which makes for faster scanning for the important points. This means less time organising and more time doing. Always a win. 

However, all this comes back to keeping things as simple as possible. We know the less moving parts a motor has, the less likely it will go wrong. That true for motors, it’s also true for your productivity system. The less you have, the less there is to go wrong. 

This is why I ditched add ons and plugins a long time ago. I used to use IFTTT to connect different apps together. Unfortunately, these often stoped working or lost the connection and that broke my system. Removing these from the critical tools (task manager, notes and calendar) and allowing them toward independently of each other meant no more stoppages or issues. 

Instead, I bought a 32 inch monitor and when I do my planning I have the screen real-estate to have my calendar and task manager open side by side. Remove as many moving parts as possible and there is less to go wrong. 

And finally, all the new tools coming out. Yes, it’s exciting and very tempting to keep trying all these new tools. However, what is your objective here. To get your work done as quickly as possible to the highest standards or to play with new tools. 

None of these new productivity tools will do the work for you—never forget that. I have asked myself in the past does Notion do what Evernote does for me significantly faster and better? The answer was and is no. Does Tick Tick organise my tasks significantly better and faster than Todoist? No. So there’s not need for me to change. 

Changing tools slows you down. There’s the transfer cost, the learning cost and the unfamiliarity cost. All of which dramatically slows things down and I do not want to be spending more time doing work when I could be with my family enjoying an evening stroll by the beach or cooking a surprise dinner for them. 

So there you, Jono. I hope that has helped a little. Thank you for your question. 

And just a heads up, over the last two years or so, I have been asked for some kind of membership programme in my learning centre. It’s taken me a while to find the right programme for such a membership. But now I am happy to announce that you can join a membership programme. 

The purpose of the programme is to give you access to all my courses and workshops when and how you want to access them. But, the biggest part of the programme is the coaching element. My goal is to keep you accountable for your goals and productivity aspirations. 

The membership runs for one year. During that year, you will get a monthly coaching call with me, where we discuss how you performed that month. And find simple changes you can make to improve things where they need improving. 

Because of the individual coaching, I have limited the membership to twenty people initially. There are a few places left if you want to join., and I urge you to act quickly. These places will and are running out fast. 

Oh, and you also can join my exclusive community where you can ask me anything, chat with other members and get the occasional unique content. It’s a brilliant programme, and I hope you will consider joining and allowing me to help you become better organised and more productive. 

You can get full details at my website carlpullein.com or in the show notes. 

Thank you for listening and it remains for me now to wish you all a very, very productive week.