Get things done on the Mac and/or without Outlook

The dark side of the Mac:  personal productivity systems

As some of you may know from following my escapades on this blog, I have been a big proponent of the Getting Things Done (GTD) and Mastering Your Now (MYN) as personal productivity systems. At one point, I was pretty good - and very productive - using these systems.  A couple of years ago, however, I switched to the Mac and I lost a lot of momentum.

You see, I used to use Outlook as my "home base" for processing my inbox and managing tasks, and I relied heavily on ClearContext for managing my mail volume.  On the Mac, Entourage, OS X Mail, and Outlook don't even come close to the power of Outlook on Windows.  To make matters worse, Outlook on the Mac is not extensible so there is no way to do anything like ClearContext on the Mac.

I tried OmniFocus and a number of other tools, but never could find one that became a habit, so they all fell by the wayside (usually after a couple of days).

I found a personal productivity system I like on the Mac!

I have good news - I've found a personal productivity approach that is a) familiar, b) works well on the Mac, c) has a mobile approach that works.  This one comes from my old friend Michael Linenberger (creator of the Mastering Your Now (MYN) system - that's him in the video freeze frame).  A few weeks ago, I found out Michael had created an online offering for Master Your Now ToodleDo Video Training.  He has done a lot of work to apply his MYN system to a pretty powerful cloud-based task management service called "ToodleDo."

I bought Michael's video course (as I write this, the price is discounted - not sure how long that will last), and I have been using ToodleDo and MYN as my new home base for tasks.  I really like the system.  Not only does it work extremely well on the Mac and my iPhone, I find that I actually check in on my tasks regularly

It fits well with inbox processing, as I can send emails to ToodleDo to automatically add them as tasks on my list.  There are also some intuitive "commands" you can add to your subject line to adjust the priority, start date, and more on the task right from your email (I'm using OS X Mail).

This MYN/ToodleDo system will work with pretty much any mail system on pretty much any OS - a big plus in my book

ToodleDo customized for MYN

I'd used ToodleDo in the past, but it didn't flow well for me. Now, Michael Linenberger has collaborated with ToodleDo and has implemented a quick setup method that optimized the settings to support MYN.  That made a huge difference by reducing clutter in the UI and making it simple for me to understand and use.  There are also instructions in the course on how to configure your mobile client to work in this new way with ToodleDo (the mobile instructions are manual, but short and easy to follow).

With this setup in place, all your sorting, columns, default values, and so forth are set up as they need to be to make MYN easy with ToodleDo.

Why do I like MYN?

MYN is very similar to GTD, but I find it to be a bit more prescriptive - just enough to make it work better for me.  The philosophy with GTD is "Do what you need to do for the system to work for you" which doesn't alway work as well for a distraction-prone guy like me.  GTD also relies heavily on "Contexts" to drive what you do - do the thing that matches the place you are.  I had a tough time with contexts, and never felt effective in that aspect of GTD.

In contrast, MYN is more of a "Do it this way" kind of system, which is what I need when it comes to time management.

For example, MYN cares a lot about when you want to do things, and less about where you want to do them.  The diagram on the right illustrates what I think of as the "MYN Zones" for when you want to get things done.  The Critical Now tasks are ones that must be done today (they are the "If I don't' get these done I've gotta stay late" tasks).  The Opportunity Now tasks are ones you'd like to get done within the next 10 days.  The Over the Horizon tasks are analogous to the "Someday Maybe" list in GTD - you want to get them done someday, but if they don't get done it's not the end of the world.

Limits are good

Within these "MYN Zones" it gets even more structured - you should have no more than 5 Critical Now tasks on any given day, and no more than 20 Opportunity Now tasks.  Everything else should be in the Over the Horizon bucket, which can be as big as you want it to be.

I find this budgeting method to be a great forcing function as a safety valve against over-committing (that's a big problem I tend to have).

Summary

I'm just scratching the surface here, but my summary is this:

• After years of frustration I've found a personal productivity scheme on the Mac that I can actually use and stick with.
• I am a big fan of Michael Linenberger's Master Your Now ToodleDo Video Training.
• Using ToodleDo with the Master Your Now ToodleDo Video Training is really powerful.
• This method will work very well for those of us not using Outlook, and/or not using Windows.
• The ability to use this consistently on my desktop, from a web browser, and on my iPhone is very powerful.

Would love your feedback and war stories regarding productivity on the Mac - particularly if you're a distractible type like I am.

How "IFTTT" can make you seem smarter

Recently, I heard about a service called "If This Then That" or "IFTTT" while listening to the Mac Power Users podcast.  IFTTT is a free automation service that can do a lot of things for you online, automatically.

On their site, there are a bunch of building blocks to help you create automated actions, along with a whole collection of "recipes" other people have created that you can just use for your own purposes. Some examples of recipes:

• When Facebook profile picture changes, update Twitter profile picture
• If its raining tommorow, send me an email!
• Thanking people in Twitter when they mention you or RT (note: this is a bit of overkill - I tried it for a few hours - it was too much)
• star ★ a Gmail, send it to Evernote

And there are a whole lot more.  I am still an IFTTT novice, but I have stuck with one recipe I really like:

Since I've started using this recipe, every morning I get an email that tells me 10 current events or relevant news stories that I can use to seem "up" on current events.  The stories tend to be a bit technology biased, but that is a perfect fit for me.  For example, the one I got this morning was:

Of course, this information is available on a "Business Insider" web page, but I love having it waiting there piping hot in my inbox every morning so I don't have to remember to go to the Business Insider site to catch up on things.

As I mention, I'm a newbie with this so I'm just scratching the surface, but this particular automation "recipe" has made me hungry for more.  If you find a recipe you really like, please drop me a line and let me know about it.

Enjoy Every Sandwich - a powerful book

I just finished reading Dr. Lee Lipsenthal's book, "Enjoy Every Sandwich." Wow - what a book.  The author wrote this book to share his experiences and new-found perspective after he was diagnosed with esophogeal cancer in 2009, and it is a very powerful and touching book.

Lipsenthal takes you through some very touching realizations of the precious nature of our time here on earth, and provides guidance on how we can take better care of the relationships and truly important parts of our lives - whether we know we're near death or not.

For me, the most "connecting" parts of the book were when the author takes us through the journey of accepting the inevitability of death.  It was interesting to read how he dealt with his mortality, but even more interesting to learn how he took his family through the journey.  Dr. Lipsenthal's wife was truly his soul mate, and I recognized the relationship I have with my wife in this book.

Appreciate what you have

As some of you who've been with me since I've been blogging know, I had my own bout with cancer (I wrote a little about my experience here).  This was a very sobering experience, and it brought my wife and I closer.  Luckily, I made it through - I've been cancer-free for almost 13 years.  But I know the feeling of helplessness very well.

What I love about Dr. Lipsenthal's book and the journey he shares with us is that he's managed to translate his cancer journey into a set of concrete recommendations for all of us - and does it in a very inspiring way.  In this book, you'll appreciate the opportunities we have to share ourselves now with the ones we love.

Learn from the journey of others

If you find yourself in the midst of your own struggle with cancer, this book will help you, as well.  Not only will you gain some wisdom and ideas for how to make the most of your relationships during your struggle, you'll also find strength in the way Dr. Lipsenthal dealt with his cancer.  As a medical Doctor, I found his thoughts to be very powerful - both in what you can do for yourself, and what you can't.

I love this paragraph from the book:

"You get to choose the world you want to live in.  It can be a house of fear and constriction or a house of mystery and creativity.  Do you choose honor and compassion about your frailties and the frailties of others? In your world, will it be the fear of death, or the joy of life?  It is that simple."

This framing of your options, beliefs, and realities is your choice.  And Dr. Lipsenthal's reminder that we can all decide is very empowering.

You may be wondering how Dr. Lipsenthal fared in all of this.  Well, he lost his fight with cancer in Septemer 2011.  But in this book, I think he took full advantage of his "knowing" time to make sure the important people in his life felt his love for them.

This book is both sad and uplifting; about death and about life.  And it is an amazing legacy for Dr. Lipsenthal.  I highly recommend "Enjoy Every Sandwich."

The Top 5 Things For Greater Productivity

I was just reading a great article by Brett Nelson of Forbes, called "Eight Secrets To Getting More Done In 2012."  I love the ideas he's assembled, particularly the one about "Hourly Gut Checks."

With his post in mind, I have an idea of my own to contribute:  The Top 5 Things.

The Top 5 Things

This is a pretty simple concept that I use, which I find to be very useful:

1. Start with a "mind sweep" as prescribed in David Allen's Getting Things Done methodology - get everything out of your head, out of your inbox, out of meeting notes, etc. in to one big list.
2. When you sit down to plan your week, look at this list and pick the top 5 things you need to get done this week from the list.  Try to pick the 5 things that will have the most impact or drive the most progress toward your most important goals.
3. Write your Top 5 on an index card.
4. Carry that index card with you, and review it regularly to help you focus on what is important.  As things get done, mark them off.
5. Repeat the process.

You can do this weekly, or just wait until you've done your top 5 - figure out what works best for you.

Another thing I've found useful is to use the back of the index card to record the "in the moment" priorities you end up working on, so you can review the things you chose to work on instead of your top 5.  This can be helpful in figuring out what (or who) is undermining your productivity.  Sometimes you'll find your doing it to yourself.

Got any tips of your own?  Please share!

Practical Genius

The other day, I read Gina Amaro Rudan's book, "Practical Genius: The Real Smarts You Need to Get Your Talents and Passions Working for You." I found this book to be a very down-to-earth approach to unlocking your creative juices, through a well-ordered method.  In other words, it made sense, was prescriptive enough that you can apply it immediately, and it feels like an approach that will actually work for most people.

In "Practical Genius," the author takes us though a 5-step plan for figuring out what your best skills are, and coming up with a plan to leverage those skills.  The steps are:

• Identify Your Genius,
• Express Your Genius,
• Surround Yourself With Genius,
• Sustain Your Genius, and
• Market Your Genius

Throughout the book, the author shares her perspective, techniques, and a lot of personal stories that bring things down to a tangible level. The stories helped make it real for me.

What struck me as most powerful in this book were the two sections on "Surrounding Yourself With Genius," and "Sustaining Your Genius."  What I liked about these sections is that they help you change your circumstances in a way that reinforces and amplifies your strengths, rather than draining or sabotaging them.  I have seen very creative people who gave up on their gifts because they didn't think they were good enough, or were hanging around with people who didn't support or appreciate their gifts.  In this book, you'll learn some techniques and new habits that will help you find people who add energy to your gifts, instead of taking it away.

You'll also find sensible guidance on when to seek the help of others -- I like the section on finding a "Yoda for hire," enlisting the help of "ambassadors," and building your "tribe."

I got a lot out of the section on "Sustaining..." because I found some techniques to help me re-start some of the fun and creative things I've drifted away from, due to some parts of my life getting a bit too busy.  Throughout the book, the author shares little tips labelled as "Playboooks," and I found the "Sustaining" playbooks to be the most useful for me.

If you feel like you're stuck, have writer's block, or your creative juices just aren't flowing the way they used to be, I think "Practical Genius" can help.

Then, once you've gotten things unstuck, take advantage of the ideas in "Marketing Your Genius," to increase your value. You can apply the marketing tips for "getting famous" kinds of things, or just to increase your impact in your job and community - it's up to you.