Breaking: #gtd toddler spotted in Vancouver, demonstrates 4 Stages of GTD

Bobby Travis is a family man, a top notch blogger, and knows how to kick GTD’s ass.

In addition to potty training his his little one, he’s also taught her David Allen’s personal productivity techniques. Below are what I refer to as, The Four Stages of GTD Proficiency:

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initially settling upon the seemingly overwhelming methodology

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So far so good
coming to the realization that this GTD stuff’s not so bad 

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Practice makes perfect
reinforcing positive habits leads to growth each day

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I am the champion!!
thanks, Dad, for always believing in me & helping me succeed 

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Our special thanks to the Travis family for making productivity fun again :)

Student profile: @silversteelwolf MD/PhD candidate who gets things done

Michael Castello makes home-made pizza, does DIY projects around the house, camps in the great outdoors *and* is saving the world as an MD/PhD student. But don’t get too excited, ladies ;) This man’s taken - happily married to a beautiful wife and living the life in SoCal.

Lucky for us, Michael makes GTD and Producteev work for him. This post is about how he manages tasks in grad school as a med student. 

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For me, digital task management began with Microsoft Outlook somewhere in my “tween” years. By the time middle school came around, I was syncing it with a Windows Mobile PDA, awkwardly carrying it around wherever I could. Today, I find myself using Producteev to try and wrangle the myriad of to-do items that come with being a married MD/PhD student who has too many hobbies.

Producteev Everywhere
I use a number of different devices, so I interact with Producteev in just all about of its forms in the course of my day. On my desktop PC, I use the web interface and try to process anything I woke up remembering that I needed to accomplish. At school or in the lab, I use a MacBook Pro, and have recently fallen in love with the desktop app. It allows me to break Producteev out of the browser, sorting it to its own space and minimizing the ability of the rest of the internet to distract me while I am processing my tasks. Finally, on the go I use my smartphone, running the superior Android OS. Until there is a native Android app for Producteev, I sync with Astrid - which is actually how I discovered Producteev in the first place.

Overcoming Smartphone Challenges
One of the many things I like about Producteev is how easy it is to assign all of the relevant meta-information to a task as you are creating it. While my fingers are still on the keyboard, I can set priority, due date, workspace, and tags, so as soon as I press enter, the task is formatted exactly how it needs to be, no further processing required. 

I’ve found, however, that adding that extra information is more than a little cumbersome on a soft keyboard smartphone, simply because the symbols take extra effort to access. When I’m on my phone I’m usually in the middle of doing something else and don’t have the time to carefully format a task. I deal with this by having Astrid set to put all new tasks into the brain dump workspace. If I think of something while mobile, I enter it as quickly as possible, saving the categorization and cleanup for when I have time at a full-size computer, such as at the beginning or end of the day.

Other Integrations & Experiments
I’ve been playing around a bit with integrating Evernote with Producteev. If I take meeting notes in Evernote, I can not only search through them later, I can also email the entire note to Producteev as a task, with all the surrounding information attached. Be aware that if the note has a lot of images and other content (such as a clipped web page), it can generate a good deal of garbage notes as well.

For processing email-based tasks, I generally either still forward the email to Producteev with the appropriate syntax in the subject line or switch to the app and enter the task myself.

I’m hoping in the future to make more use of the shared workspaces, both at home between myself and my wife and between the members of my lab. I see this as being helpful for identifying tasks that require cooperation to complete and for sending others to-do items that they can prioritize as they see fit.

Adapting GTD
I’m not a strict follower of Getting Things Done (GTD), but I am enamored with the idea of organizing and breaking down tasks into items with clear contexts and end points. Heavily inspired by this article, I set up a number of different context-related workspaces. Each one contains tasks that I must complete or remember in that specific context: Home, Lab, School, Errands, Computer, and Communication. I also have a workspace for projects, and a brain dump. Keep in mind that each new workspace will need to be separately configured to integrate with Google Calendar and other services.

With this many workspaces, the overview pane becomes quite valuable - I can quickly get an idea of what has be accomplished over the next few days regardless of context. I can also switch to a specific workspace to keep other types of tasks from looming and overwhelming me. I’ve found that this has helped me focus a great deal - I can concentrate on lab tasks while at lab, even as I think of and add things I’ll need to do later at home.

Projects
I’ve found that having a separate workspace for projects and other “some day” items is helpful. This is where tags come in especially handy: A project often has a number of steps, which I try to break down into individual tasks. Tagging all of these with a project helps keep them together, and priorities can be used to assign them a kind of hierarchy so it’s obvious which one has to be tackled first.

Final Thoughts
At this point I’ve been actively using Producteev for about nine months and it’s been extremely useful for helping me organize and remember everything I need to accomplish. It’s always a struggle to not get overwhelmed and to take decisive action to complete a task, but anything that helps lower the activation energy required is a boon - and Producteev makes for a wonderful catalyst. 

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With the help of Michael and other college/higher education evangelists, Producteev is proud to announce free premium accounts for anyone with a .edu address. Sign up at Producteev for Education.

For more on Producteev-Evernote integration see a guest post by Dan Gold.
Browse our student tag for articles being built around task management in a school setting.

Guest Post: How to Deal When GTD Kicks Your Ass - 5 Steps for Sanity

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Photo credit: Hector Pierna Sanchez

It’s morning. You’re staring at your Next Actions list like you would a creature out of nightmare — something huge and ugly that’s reaching out to crush your soul into unproductive little pieces. It’s been this way for a week or so now, maybe more; you’ve lost track. All you know is that this GTD thing everybody goes on about — the super-productivity system you thought would save you from overwhelm — has turned on you. And it’s seriously kicking your ass.

Something has obviously gone wrong. But now what? You’ve invested a lot of valuable time into Getting Things Done, and the thought of starting all over again, either with GTD or some other system, is near mind-shattering. The longer you stare at your computer, though, the more appealing the idea of taking a hammer or some other blunt instrument to it becomes — and that can’t lead anywhere good. So again you ask yourself: Now what?

We’ve all been there (I’ve probably been there more than many, in fact) and it always seems bleak — but it’s a lot easier to get your productivity system back on track than you might think. It just depends on your approach.

If you’re anything like me, you got into GTD to take control of the crazy amount of things you need to accomplish on a daily basis. At least, that was part of it for me. I was also afflicted with the “big think” virus: I would have a goal (or 10) in mind — something huge and fantastically creative of course — and then I would just jump in to it (them) with both feet, flapping my arms about wildly while I tried to figure out a good place to start. My old vocal coach-slash-counsellor called it "Trying to build a house from the roof down." Eventually, I would expend so much energy flapping, that I would just burn myself out. That lead to last-gasp analytics of the projects, which would inevitably end with me so overwhelmed by what needed to be done and how to go about it that I would just say “screw it” and go play video games. What I needed to break things down to a manageable level, and David Allen’s Getting Things Done system seemed like the perfect thing to help me make that happen.

In the beginning, it was all roses. I got my system set up — I even figured out how to integrate it with Evernote, and then later with Producteev — and got things humming along just nicely. Unfortunately, as time went on, I ended up with longer and longer lists of next actions. My contexts were bursting at the seams, and there was just no way for me to keep up.

I looked at my lists and felt that old overwhelm creeping up on me again. Then I started to avoid looking at them altogether. I didn’t even realize I was doing it, at first, and the problem was, to make myself feel like I was still continuing with the GTD system, I was still collecting new tasks. In the end, the tasks weren’t even making it to the processing stage anymore, and I found myself with a faux-GTD system that was all Inbox — just a fancy shell over my original way of (not) doing things. I had completely reverted — and my computer was shivering in fear of the imagined sledge hammer by my desk.

In any case, that was the past. I now have my GTD system up and running again, and it’s working the way it should be. To get there, all I had to do was follow these five relatively simple steps:

Identify the Problem
Start by taking a step back. Overwhelm is an insidious beast and you won’t be able to do anything about it unless you approach with a clear mind. Think of it like cleansing your palate while eating particularly rich foods. Everything will taste better, and you’re that much more likely to make it through the meal.

Now pull out a pen and paper and start to write down your main goals again. If you have trouble doing this, you have already discovered the core of your difficulties. Nothing ever truly gets accomplished without a clear goal to apply it to.

Once you have your goals in hand again, use them as a focal point as you examine your approach to productivity over the past few months. Try to identify what worked and what didn’t work, what you liked, and what you found frustrating. Think about the tools that you use, any modifications that you made to the methodology to suit your life, and the different projects you’re engaged in. Then do your best to identify all of the other things that you’re giving your attention to. Write it all down. This is the best way to discover where the bottlenecks are, and what about your approach has allowed things to backlog.

For me, the problem was as simple as not adding how long a task might take (which lead to scheduling too many things on any given day), combined with collecting things under the banner of my overall goals that really should have been either ignored, or put into Someday/Maybe-land. A little more analysis also revealed that I was not nearly disciplined enough with my weekly reviews, which would have helped me to identify those two problems in the first place, thus saving me from the hole I had dug myself into. Finally, I discovered several things outside of the GTD system that were distracting me. Things like keeping my email open, social media notifications, and working in a place easily accessible by my lovely wife and extraordinarily cute little girl. They don’t mean to be distractions, but how can they not be?

Once you’ve identified the problems that have lead to GTD-breakdown, find ways to streamline your system. Remove extra steps, use a better tool, cut out (or at least cut back on) distractions, and do whatever else you reasonably can to deal with what is getting in the way of your productivity.

Reprocessing
This might sound scary, given that you are here because of an already overwhelming amount of task data. Don’t worry, though — at least half of the work has already been done for you. You already have things collected, and a number of those things are already processed into tasks. Now, all you need to do is take a look at those tasks, and reprocess them based on your newly refined goals, working around the problems that you identified in the first step. Chances are good that you will find a lot of tasks that are already complete, or no longer relevant — and every one of those tasks that you get rid of will make you feel just a little bit better. Kill them dead with impunity!

The easiest approach to reprocessing may be to start with your Projects list, as it will be smaller than your combined tasks, and it will be easier for you to identify the projects that can be removed completely, or added to Someday/Maybe. Once you have gone through that list, you can simply throw away any tasks related to those removed or moved projects, which will speed up your overall processing time, and get you in the right frame of mind to approach other tasks in the same way.

If this still seems overwhelming, then do the reprocessing in chunks. You won’t lose anything if you don’t do it all in one day — just make sure that you keep coming back to it until it’s done.

Reestablish the Collection Process
Now that you have the backlog out of the way, it’s time to start collecting again. The difference here will be that you are once again sure about your goals, and your system will be tweaked for optimal collection and processing. That’s a fun and fancy way of saying that you’re back on track, focused, and ready to rock your way to the productive lifestyle you aspire to.

Before you get going here, however, do a final check to make sure your refined Inbox is as easily accessible as you need it to be. If you are using Producteev or another online tool, be certain that the email addresses, extensions, apps, and other methods to send things into those services are in your contact lists, installed, and/or otherwise ready to go. Give yourself some leeway here, as well. It’s possible that things may not work entirely as you thought they would, so you may need to do a bit more tweaking over the next week or so.

Create Good Habits
GTD or any other productivity methodology is really nothing more than a collection of habits. It starts with discipline, certainly, but after a while the things that you do daily to maintain the processes should become second nature. Problems arise, however, when we have or create conflicting habits that could drag the system into another breakdown. Since you’ve already identified the bad habits that contributed to the last crash and burn, you are already a step ahead in the game. Unfortunately, bad habits don’t go quietly, and creating good habits in the face of the bad is not easy.

The key here is to not try to do everything at once. If you try a massive attack against all bad habits, trying to replace them with the new good ones, you will end up with a fight on your hands that will lead you back down the path to overwhelm. Instead, go with surgical strikes. Make a list of those bad and good habits and attack them one at a time. If you lapse here and there, don’t flay yourself over it. Just methodically get back on the proverbial horse and eventually, you will be successful.

*The Weekly Review is Your Friend
It’s human nature to get a little lazy with things now and again, and this can be a problem, if you let it. Again, don’t be overly harsh with yourself, as it will only make you more likely to abandon your system. Who wants to do anything daily that is attached to self-recriminations and other forms of negativity? Not me — and probably not you, either. Instead, just make sure you keep up with the parts of the system that are there to help you keep things together. Chief among those is the Weekly Review.

The Weekly Review is where you get the chance to check on the health of your system. You can see where your projects are at, and can examine what worked and what didn’t work over the past week. I can’t put enough emphasis on the importance of taking the time to do this — and thoroughly — every single week. If you let it slip too far, you will miss out on key indicators that could help you catch a problem before it starts or spins out of control. Schedule at least an hour every week — two hours, or more, if necessary — and go through your review in detail. If you get done early, that’s a bonus for you! Either way, the time spent will be worthwhile, and will save you more time in the end. Just make sure you reward yourself when you finish so that you have incentive to keep coming back.

As a final thought on getting back to (and keeping up with) GTD, remember that good visual presentation goes a long way. This isn’t to say that a pretty app or sexy Moleskine notebook is the best approach for your system, only that anything that makes it easier for you to look at and process your data will increase the likelihood that you’ll keep coming back.

Bonus:

  • Make sure that your contexts are clear and well organized.
  • Keep next actions on any given project down to one or two at a time, if possible.
  • Make tasks obvious that will take a while to complete.
  • I’m sure you get the idea…

Most importantly, if your system starts to break down again, don’t wait until you are on the verge of a mental breakdown before you do something about it. GTD can be a powerful ally to the productivity Jedi — but if you give it enough leverage it will turn around and give you an ass-kicking you wouldn’t believe. Eternal vigilance and such, dig?

Share what you do to keep your GTD on track!

Bobby Travis is a geeky dad with passion for writing and online marketing, coupled with a serious bent for productivity systems. You can chat with him on Twitter (@bobby_travis), connect with him on LinkedIn, or read more of his work on 40Tech. He is also a big fan of money, so if you want to hire him for some freelance work, he won’t be mad at you! Email him at contact@bobby-travis.com.

Learn more about Producteev weekly digests. Tune in to our first twitter chat about productivity! 
Wednesday, May 18, 2011 from 1pm - 2pm EST. Topic: Getting Things Done.

GTD Up Close: Part II, Processing Your Tasks

This is a follow up blog post, from our closer look series on the Getting Things Done (GTD) method. It borrows ideas from “Part II: Practicing Stress-Free Productivity” of David Allen’s three-part book.

It is important to exert an action-orientated approach while processing your tasks. In other words, GTD processing is most effective when it’s more about the “done” part, and less about the “getting” part. So anytime you process, be thinking about end goals you’d like to achieve with your task list.

Prepare your workspace by addressing:

  • Any tasks you have to throw away 
  • Quick tasks you have a moment to complete
  • Tasks that you can assign to other members of your team 
  • Basic sorting, such as labeling your workspace as demonstrated in Part I of GTD Up Close

Once you have all that, you may begin your Calendar items, or tasks with deadlines.
They can be tackled by applying the following criteria.

  1. Context (physical location)
  2. Time and energy available
  3. Priority

Examples are given in the accompanying video.

In addition, you may find helpful to use labels as the names of projects. If so, you will think in terms of a label representing a multi-step task. In this case, your Producteev tasks are actually sub-tasks of a much bigger project.

Cool Tip:
We recommend having color coded labels in your workspace. For instance, labels that have to do with scheduling can be in green. Meanwhile, labels that refer to contexts can appear in red. Your projects can then be labeled by all other colors in between.

Finally, you’ll be able to take the GTD basics you implemented on your Producteev task management application and process them using GTD decision-action criteria. Good luck!

GTD Up Close: Part I, Labeling Your Workspace

A Producteev workspace complies with Getting Things Done (GTD) methodology using the following label system, complimented with other Producteev features. This blog post borrows ideas from “Part I: The Art of Getting Things Done” of David Allen’s three-part book.

The benefit of organizing your to-do list on Producteev with GTD methodology is having to remember less so that you can do more.

You can get things done on Producteev in the following steps:

  1. Create and send actionable items into your Producteev workspace.
  2. Organize the items.
  3. Process and review items until they are complete.

*Note: If completing a task will take a matter of minutes, and you have the time to do so on the spot, you should complete it right then rather than procrastinating by adding it to your to-do list ;)


Basic elements of a GTD workspace include the following labels:

·      Waiting – for tasks that you are waiting on someone else to complete

·      Next action – for tasks that do not have deadlines, but need to be completed as quickly as you are able

·      Someday/maybe – for items that you are considering doing

·      Reference – for holding onto and easily accessing important information

Calendar items, or tasks with deadlines, will be covered in greater detail next time. For now, calendar items do not need a label, but instead will be an integral part of your workspace.

Tricky Features

Once you have the above labels and calendar elements set in your workspace, you’ll be able to use Producteev features with them. Here is list of a GTD-compliant features.

Waiting Assign tasks.

Next action Prioritize tasks with our 1-5 starring system.

Someday/maybe Perform reviews with our weekly digests.

Reference Attach files. Retrieve items with our search function.

Calendar Filter tasks, ex: Hot! Sort by deadline. Select calendar view.

This scratches the surface of how to apply GTD concepts on Producteev. We’ll cover tasks with deadlines next. In the mean time, you can try the labeling system and see how it works for you.

Allen encourages practical review of methodology, and you can let go of practices that you do not find helpful with Getting Things Done. If you already apply GTD material to your workspaces, we’d love to hear more! Tell us how you have adopted the methodology and modified your workspace to be GTD-friendly.

How to use the Getting Things Method (GTD) with Producteev Two! (Video Tutorial)

Hi everyone!

I’ll try to do a few video tutorials just like this one, to better explain some of our features or just respond to your questions from Twitter and by email.

Feel free to ask if you think we should cover other topics!

Today, we’ll try to show in 2 minutes how you can use the GTD Productivity method (developed by David Allen) using Producteev Two.

Feel free to add your comments!

Getting Things Done with Producteev

Getting Things Done (GTD)*, is a popular productivity methodology based on David Allen’s homononymous book (find it here). GTD has been quite abuzz in many popular web and productivity blogs such as 43 Folders, Lifehacker, Slashdot or Mashable.

I would like to spend a minute today to show you that Producteev is an ideal tool for applying the GTD methodology.
The main ideas behind GTD are, admittedly simplified, more or less the following:
  1. Clear your head from all tasks: Collect all new stuff in some sort of inbox
  2. Come back periodically during the day to purge the inbox: Ask yourself, is this actionable or not? If it is not, it may serve as reference for later. If it is, you have several options: do it if it takes less than 2 minutes, delegate it if someone else can do it, defer an action and either do it as soon as you can or on a specific date, and identify the next steps for those tasks that need some more thinking.
  3. Everything you are not currently working on, is ideally collected in a repository. As you work, come back to the repository and choose the most important task based on the context and the time and resources you have available

Here is how I apply GTD with Producteev:

Most of the random stuff arrives in my email inbox. Besides that, I have phone calls, chats, physical conversations with clients and I often have random thoughts that cross my mind while working or commuting. So I created a Producteev dashboard that reflects the spirit of GTD:
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How I manage email:
- Emptying the inbox: I periodically empty my mailbox, I do so three to four times a day at no fixed times (fixed times can be very helpful, but I realized that I need to be flexible with my schedule). - Delegating tasks: I delegate everything I can. In my Gmail account, I add a star to each delegated mail for which I expect an answer today. All other delegated mails end up in my “waiting for” list in Producteev. So when I forward the mail to a colleague or service provider, I BCC task@producteev.com and add “#waiting for” somewhere in the email. This will automatically create a task in my “waiting for” list in Producteev and a copy of the mails content (including attachements) will be stored in my producteev account. Read here about more sophisticated options to mail tasks to Producteev. - Stuff I do not need to break down into more action steps come to my “tasklist” box in Producteev. I forward the mail to task@producteev.com and add “#tasklist” somewhere in the mail and Producteev does the rest. - The things I need to break down into more action steps I place in my recipient box in producteev - I just forward the mail to task@producteev.com without adding any specific hashtags.
This leaves me with a central list of tasks to work off, a list of tasks that I have delegated and need to watch and an list of tasks that need to be organized. From there, I regularly organize tasks ito projects for which I have several boxes.
How I manage everything else:
So that takes care of email - but what about the stuff from phone calls, my chats on Gtalk or the personal conversations I have during the day?
- I send all these tasks to my producteev recipient box as they come up. As you already know, my recipient box on producteev collects everything I need to think about or organize later. - I either have my producteev dashoboard open and add tasks directly or I have my instant messenger open and send my tasks to producteev from there. The tasks I send to producteev via instant messenger services all are automatically placed in my inbox for later review. This is my “capture everything extremely fast and easy” method. - I usually carry a paper and pen around to take notes of conversations I have during the day. Using the instant messenger method, I also put all stuff into my producteev recipient box once I get back to my desk.
*GTD and Getting Things Done are registered trademarks of David Allen & Co.