The problem with daily todo lists

Every morning I sit down to plan my day. I first look at my calendar to see how many meetings and conference calls fill my day and how much time is left to do other work.

Many consider conference calls, meetings and at times even email as disruptions of their actual work. I came to understand that these things are part of my work as well. I try to manage them and balance them with the creative and intellectual work I need and want to do, but they are ultimately part of my work.

When I went through my calendar, I estimate how much time is left and try to figure out how much work I can fit into it.

What happens next is that I go to my OmniFocus ‘Next Actions’ perspective and scan through the list, trying to pick actions that I feel are important and urgent and that would fit into the time available. Looking at actions being due (and often overdue) is the other check that is performed every morning.

Next time I look up is in the evening and I come to realise that I haven’t even done half of the actions I lined up for myself. This remains frustrating, yet happens in scaring, regular intervals. Sounds familiar? I bet it does.

What really screws up your daily todo list

I am still trying to find a way out of this dilemma, but I realise that there are at least three factors that screw my daily todo list:

  1. A false sense of priority
  2. A false sense of time and effort
  3. Ignorance of the unavoidable

None of these is easily fixed and unfortunately your trusted productivity software doesn’t have a ‘build right and realistic daily todo list’-button for it either.

Urgent, urgent, super-urgent

How do we chose the actions we plan for the day?

First we look at what we need to absolutely do because there is a deadline (or it has even past) or someone is waiting for you and is “screaming” really loud.

Second we look at what we really, really should be doing. We feel guilty because we haven’t made any progress with a particular project. Commitments we have made with ourselves or to others return to our mind when we scan our lists.

Third and last we evaluate what we can quickly fit into the day somewhere. Sure you’ll find time for this short call, and there will be a few minutes between these two meetings to send that brief email.

As a result you actually don’t get to some tasks as they don’t fulfil any of the above criteria. Often these are tasks that are important but not urgent and that require a longer period of focus to complete.

Stephen Covey addresses this issue in his book ‘The Seven Habits of Highly Effective People’ using habit #3:

Put First Things First Plan, prioritise, and execute your week’s tasks based on importance rather than urgency. Evaluate whether your efforts exemplify your desired character values, propel you toward goals, and enrich the roles and relationships. Source: Wikipedia

Getting efforts estimated correctly

OmniFocus offers a field where you can add an effort estimation for each project or task. While I don’t use it as I don’t want another field to be filled and maintained, others use it intensively to help them building realistic workload for the day.

Dan Byler, who has contributed to the OmniFocus community many fold, even wrote a script that adds up time of the currently selected tasks to help you understand if it’s a realistic package to work on.

However, the problem isn’t necessarily in entering the time you believe a task requires, it’s your own overconfidence in what is achievable and your misconception of how long it takes.

Westheimer’s rule, which you’ll find often referenced in the context of project planning, gives you a feeling of how far off you are:

Estimate the time you think it will take, multiply by 2, and add 3.

And this is pretty much true. If you think responding to that email takes five minutes, 13 minutes is more likely. You may need to look something up, someone calls you halfway through composing the email or your energy is low requiring you to re-read the original email three times before you know what you need to respond.

There is another version of Westheimer’s rule that suggests to ‘multiply by 2 and move to next time unit’. Basically you go from minutes to hours and from days to weeks. While this is maybe taking things a bit too far, it can actually take weeks instead of days until you get to a specific task.

Your day always turns out different

In particular different to what you thought it would look like. When we build our daily todo list we pretend to live in a vacuum where:

  • We don’t need to eat
  • We don’t take a (coffee) break
  • Never experience low energy
  • No one ever calls/texts/IMs us and interrupts our current work
  • No manager drops by and puts something new, important and urgent on our pile
  • There are never crisis situations with a customer

And we all know this vacuum doesn’t exist unless you check into a monastery in Tuscany, Italy.

Five non-surefire tips how to fix your daily todo list

I am not going to BS you with the five things you need to do to have a bullet-proof daily todo list as I am still improving myself. But here are some ideas to look at.

1. Remember your goals

Daily Todo List in OmniFocus incl. key goals

Always go back to your goals and what is really important. You can create a Single-Action List in OmniFocus that has only your top 3-5 goals as actions. Flag them or make them due, so they always display on top of your daily todo perspective. Get them on top by making sure the goals Single-Action List is right at the top of your hierarchy in the OmniFocus library and no other sorting filters are active in the perspective’s view bar.

2. Get your daily todos outside of OmniFocus

Writing your daily todos down or moving them into another application triggers additional reflection which helps you determining importance and effort involved. Use a Moleskine or Field Notes notebook, the printable CEO series Emergent Task Planner or just a simple sheet of paper. Simple todo applications as the new and hyped Clear iPhone app by Real Mac Software can also come in handy.

3. Use Westheimer’s rule for time estimation

If you rely on time estimates for tasks and projects, start using Westheimer’s rule (“Estimate the time you think it will take, multiply by 2, and add 3”) when you enter the time you estimate for the activity. Make sure, when planning your day in the morning, to also consider tip #4.

4. Plan in time for interruptions, lunch, social interactions and low energy

You can’t really plan your day. But consider the time you will need to catch up with email, get something to eat and socialise a bit with your colleagues or friends. Recognise that there a periods during the day when your energy is low. You can still do things — I keep those in my ‘brain-dead’-context in OmniFocus — but if you only line up activities that require you to operate in the 80-100% range, you’re bound to be disappointed with the actual accomplishments at the end of the day.

5. Don’t do a daily todo list. Period.

Daniel Markovitz wrote about an interesting approach in his recent post titled “To-Do Lists Don’t Work” on the HBR blog . While the general dislike of lists demonstrated is something I don’t agree with, the idea of living in your calendar as described by Daniel intrigues me. Instead of creating a daily to-do list, you can just blog time in your calendar for specific tasks. This also nicely addresses tip three and four.

The other alternative — following the good, old and still valid GTD methodology for ‘Doing’ — is to only work with your ‘Next Actions’ list and nothing else. Evaluate it by context, time and energy and you should know what you should be doing.

A Brief History of the To-Do List and the Psychology of Its Success

But the list, it turns out, might also be the origin of both our highest happiness and our dreariest dissatisfaction.

Yep. Great write-up and apparently an interesting book, which goes a bit deeper than “6 reasons why your todo list doesn’t work” posts.

Using TextExpander and OmniFocus for tracking actions & projects

In this short screencast I am demonstrating how I use TextExpander inside of OmniFocus to track projects, which I have delegated and where I don’t want to track individual actions.

Basically all these projects are tracked as individual entries in a Single Action List called ‘Delegated Projects’ and I use the note field and TextExpander to capture easy to read status updates. I get these updates either through weekly status calls or meetings I have with the project owners or via email.

Whenever I am asked to provide an update myself or meet anyone associated with the project, I can quickly and easily engage on the subject.

I also use TextExpander to capture single Waiting For actions I record during meetings or calls. TextExpander helps me to reduce the time and the typing required to capture these while I still want to follow and remain engaged in the conversation. Querying my Twitter followers that seems to be the most common use case amongst them as well.

Stressing out with your iPhone

I can definitely confirm the results of this study. Sometimes, unfortunately, for myself, but clearly for a lot of my colleagues and customers.

Stress was directly linked to the number of times people checked their phones on average, and people with the most extreme levels of stress were troubled by “phantom” vibrations when no message had been received, the survey showed.

Simple solutions include turning off notifications for email, text/iMessage, Twitter and IM. You can also configure your email account on your iPhone to not get messages pushed, but only polled on your explicit request. Calms you down significantly and let you be in the moment, e.g. the conversation you are having, the meeting you are in or the dinner you are enjoying with someone who is important to you.

Adding files to OmniFocus with Alfred

Adding files to OmniFocus with Alfred Another fine piece of OmniFocus extension work by Don Southard allowing you to add the current selected file from Finder to your favourite productivity application via your favourite application launcher Alfred. Check out Don’s blog for more helpful Alfred extensions and OmniFocus hacks.

Uncluttering in the real and in the virtual world

What looks like a very standard post about getting your ducks in a row as you start into a new year (purge stuff, file, organise) intrigued me a bit. Read the below (or the entire post)

Once all the purge and other items are handled, take a look at all the objects you have in your keep pile. Do you need to do another round of uncluttering? If you’re feeling more courageous about purging items, now is the time to do it. When you are satisfied with your keep pile, sort the objects into new piles of like items — pencils with pencils, envelopes with envelopes, jeans with jeans. When everything is in piles by type, examine what you have and compare it to your storage systems. It is only at that this point that you should consider going out and buying organizing systems. Before you do, though, look through your house or office to see if you already own something that could hold and organize your objects. If you do, you don’t have any need to go out in the cold to buy anything.

Now read it again and don’t think of your desk, home office or kitchen, but about your ‘trusted system’, be it OmniFocus, pen and paper or some cloud-based, ultra-funky, collaborative to-do app.

Lots of parallels between the real and virtual world when it comes to uncluttering!

I am a big Alfred fan and it has replaced LaunchBar for me. Although I am using it for quite a while now, the above free ScreenCastsOnline video tutorial by Don McAllister also taught me a thing or two about Alfred’s PowerPack features.

Great mind at work: no OmniFocus, no iCloud and no distraction-free writing environment!

idonethis:

John Lennon’s to-do list varied from meeting guys with HBO, to buying marmalade, to errands around the house.
Even rockstars get stuff done! We wonder how he recorded his accomplishments.
(via brainpickings)  High-res

Great mind at work: no OmniFocus, no iCloud and no distraction-free writing environment!

idonethis:

John Lennon’s to-do list varied from meeting guys with HBO, to buying marmalade, to errands around the house.

Even rockstars get stuff done! We wonder how he recorded his accomplishments.

(via brainpickings

Getting Creative Things Done

Great article describing a common problem many people face who think their work isn’t primarily creative, but actually turns out to be.

To-do list creatives advance in their careers based on the quality of their creative output. Our logistical responsibilities, however, fight against this goal. Most to-do list creatives cannot drop everything to spend days lost in monk-like focus. But the result of instead squeezing creative work into distracted bursts, driven by deadline pressure, is mediocrity.

Cal Newport comes up with an approach and a set of rules similar to the ones I use whereby I try to block at least one 90 minute block per day out of my schedule to focus.

  1. At the beginning of each week, decide on the one (or, at most, two) big creative projects that will receive your attention over the next five days. Ignore the temptation to make a small amount of progress on a large amount of projects. Creative work is hard. If you want high-quality output, you have to focus your energy.
  2. Block out time for these projects on your calendar. The increments should at least 1 hour long, and preferably 2 to 3. When you block these hours out depends on your schedule for the week. What’s important, however, is that you treat these blocks like you would any other important appointment: the time is inviolable, and you must work around these blocks when scheduling meetings or other work.
  3. Set rules for your creative blocks. The rules should describe what is NOT allowed during creative work. For example, I have a strict ban on email during creative blocks.
  4. Focus on process, not goals. The final piece is arguably the most important: don’t set goals for your creative blocks. Creative work is not a task to be checked off a next actions list. If you decide that you need to complete a particular project by the end of a block, for example, you’re likely to either be frustrated by your lack of progress or rush out something mediocre. Instead, focus on process. Decide how, exactly, you are going to approach the work. This focuses your energy. High-quality results will follow naturally from this focused work.

Using simple tools to deal with File Clutter on Mac OS X

Dealing with file clutter remains a challenge for all of us that like to increase their personal productivity and review, filter, sort and file new documents or downloads as effective and efficient as possible, but at the same time make sure we are able to retrieve them in at least the same time.

Sticking with Finder

Personally, I’ve tried many solution to deal with file clutter. I went from “heavy-weight” file management solution like YojimboTogether or DevonThink to more “light-weight” ones such as Shovebox. None of them really did the job for me as I’ve either seen to slow performance, have been over oder underwhelmed by the the available features, but most of the time I just missed the Mac OS X Finder, which I think is still the best file management available.

The simple and minimalistic, but efficient solution

Hence I wanted a minimalistic, Finder-based document management approach that complied with the GTD methodology and delivered the greatest possible integration with Mac OS X. Finder was the choice, however, what I missed in Finder, and that was really the only thing I missed, was the ability to tag files. So my solution to deal with file clutter involves Tags from GravityApps to apply tags to all my documents (Tags goes way beyond this, by the way). In addition I was looking to make the entire process as keyboard centric as possible, especially the part where I move the documents in the appropriate folder. LaunchBar, a Quicksilver equivalent, does a great job for me in that respect. Watch my screencast above to get a glimpse of my simple solution in action.

You will also see how I organise my documents and especially dealing with reference material, being the GTDer I am, in the video.