2023.01.31.

2023.01.29.

Numbers can be used to store next actions and projects in a GTD system

I was thinking about making a more advanced GTD system in Numbers other than just using Reminders in macOS. This post lays out this idea in more detail.

First, create two tables for lists

We can store next actions of a GTD system in Apple Numbers by creating two tables for “Next Actions” and “Projects”.

  • The Projects list is just a list of projects with a completion checkbox, a title, and an optional due date field.
    • We could add optional notes or a project support field to link notes and other assets or link them using the title field.
  • The Next Actions list contains a completion checkbox, a title, a due date, a context, and an optional project field.
    • The context field can be a drop-down listing of all of our contexts.
    • The project field can be linked using a formula for the projects table title field.

Add groups for contexts

  • Grouping on the next actions table can be used to group next actions by context.
    • Contexts groupings can be folded, depending on where we are and what we want to see.
    • We can create sums for the number of next actions in a group.

Optionally, sync with Reminders

Writing an AppleScript for syncing with Reminders should be possible.

  • The script can create different Reminders lists for each context like Kinless GTD did for iCal back in the day.
  • The due date field should be assigned as a Reminders due date.
  • Next actions can be added to each Reminders list using the following format:
    • ✓ Next action title [Project Title]

Questions

  • Could it be possible to sync changes from Reminders back to Numbers using AppleScript?
  • How would we store task-related notes?
    • A new field can be long, but we can’t have fields under row without merging rows or columns.
  • What would be the benefit of this system other than just using a proper task management app like OmniFocus or Things?
    • I guess the reason is that Numbers is more flexible than Reminders and comes with every Mac.

2022.07.02.

Reduce context switches in the OmniFocus Inbox using a Process perspective

I watched a video from Cal Newport on how he uses a simple text file for the sense-making of a bunch of new information. He mentioned that instead of processing his emails one by one, he captures the essence of every email into his text file, then starts to categorize it, organize it by projects, etc. This gave me an idea about solving a similar problem I had with my GTD inbox for a while now.

GTD recommends that we process our stuff in the inbox sequentially, without grouping beforehand. The problem with this approach is that many items related to different projects are scattered in our inbox, so we’re jumping in and out of projects while processing our inbox. This constant context switching drains energy from our brain.

If we want to spare our attention, it is a good idea to group our unprocessed inbox items by project, so we can reduce the context switching when we process them. Using this approach for the GTD Process and Organize steps will ensure that we clean things related to each project in one go, not randomly.

I will show you how to do this inside OmniFocus, but you can also steal this approach for Things using a similar “Process” tag.

Why is this a problem?

The point is to add a temporary structure to information in the inbox. I usually do some form of project planning and next action creation when I’m emptying my inbox. The problem is that I constantly switch thoughts about many different things as I go through each item. It would be nice to have them batched and grouped by their project. This can reduce the attention switching to different topics/projects.

Let’s say we have an inbox like this:

  • Item 1 (could be about Project X)
  • Item 2 (could be about Project Y)
  • Item 3 (could be about Project Z)
  • Item 4 (could be about Project X) ← This is where I will have to return to “Project X” again. This item can even be connected to “Item 1” somehow.

I hate when I have to switch my current context (not my GTD context, but the current mindset that I’m in) and go back to a project I already thought about and assigned a next action to; possibly, I even closed its support material since then.

Having new information pre-organized by projects (or topics) can reduce the load of thinking about a project twice or more in an inbox processing session.

Using the Process workflow

  1. The first step is to create a new perspective in OmniFocus called Process with the rules shown on the screenshot above. You’ll use this perspective to process things instead of the standard OmniFocus Inbox.
  2. It’s essential to have everything corralled into the OmniFocus Inbox, so you can stop jumping around different inboxes, but more importantly, have everything pre-organized by the project. Go through your inboxes (email, Slack, DEVONthink, etc.) and link a new action to all unprocessed items in OmniFocus. The Hook app can help a lot with this step.
  3. Open the Process perspective, where you’ll see your unorganized stuff sitting in the Inbox waiting to be pre-organized. You must quickly go through each item and assign it to an existing or new project (don’t assign tags). You don’t have to come up with the final name for a new project. Set whatever comes to your mind; the important thing is to pre-organize unprocessed items in this step. If you don’t know where to assign it, just skip it, or move it into a singular action list related to an area.
  4. When you have pre-organized everything, you can click the clean-up button (or press Command-K) to see all of your unprocessed items grouped by project. Now you can go through each item and deal with them in the context of its project instead of having them all over the place.

Why having a pre-organized inbox is better than a flat list of unknown stuff

I always get annoyed when I deal with something related to a big project in my inbox, and then 5 minutes later, another thing pops into my view about the same subject. I have to open the project and its support material again, get into the same mindset, and maybe even reconsider everything I figured out 5 minutes ago. It is a dumb way to plan things.

I’ve been pre-organizing inbox actions by the project for about a month now, and I can assure you that having unprocessed stuff grouped by the project can make a big difference. I can process my OmniFocus Inbox about 15-20% faster than before, but more importantly, I don’t feel tired after doing it. I stopped switching contexts for every item; instead, I’m spending more time at the project level and dealing with new things from this perspective.


I wrote a follow-up post to this one answering reader questions about this workflow.

2021.02.26.

The readability of GTD list managers

Three was a topic I saw a couple of days ago on /gtd, where redditors discussed which GTD app is the most good looking. It reminded me of a problem I wanted to write about for a while now: their list design’s readability. I know OmniFocus, Things, and Reminders well, so I concluded my experience about their typography below:

A lot of people would say it’s Things. It has a friendly UI, but from a readability point of view, it is one of the worst.

In my daily work, I have two problems with Things:

  • It only displays one line per task, which means, if you have longer task titles, you’ll end with a bunch of text clipped out, which is annoying on an iPhone. You have to open each task to see the full title, which is no fun when you quickly want to review your errands list.
  • Things displays every task list grouped by project. If you like me, you’ll usually have one next action per project, so having each project being this prominent is making your lists very noisy.

I stopped using Things because of these issues, and I switched back to OmniFocus, which displays full task titles, and has nicer list readability overall. Apple Reminder is also good at showing lists, which matters the most at the end, so I would go with OmniFocus and Reminders.

Let’s see these apps next to each other. From left to right are OmniFocus, Reminders, and Things.

As you can see, Things overflows the text and group actions by projects which makes the readability of a typical next actions list much worse. It was the main reason I left Things after using it for two years and switched back to OmniFocus.


I also made a switch from OmniFocus to Reminders in December, but that’s a topic of another post.