Three Quick Steps to Eliminating To-do List Anxiety

stress

Nothing can drain your enthusiasm faster than to start your workday overwhelmed by the mountain of to-do’s that you have mentally logged. Because the majority of today’s work is done in our minds, we often have a hard time knowing when things are done and what the next step is to completing the project. Sound familiar?

If you’re currently procrastinating and are looking for a way out of your to-do list anxiety, here are three quick steps to becoming more productive, today.

Step #1: Do a mind dump

Your mind is like a computer. The more processes you have going at one time, the slower your ability to process new information is. Every time you make a mental note of something you need to do, a call that needs to be made or a bill that needs to be paid, all of these mental notes add up to anxiety. The problem isn’t that you’ll forget, it comes in not knowing what to do next or where to start. The solution? A mind dump. Here’s how:

First, this process could take up to an hour or two. Make sure you have enough time to mentally engage in this process. Otherwise, this will just become another to-do that will add to your anxiety.

  1. Take out your trusted notebook (paper, electronic, it does not matter, as long as you trust it as the source for information)
  2. Turn off everything that’s currently distracting you (Twitter, Facebook, email, phone, TV…you name it)
  3. Now start thinking. For every project or to-do that comes up, write it down. Don’t worry about order or logic, just write it down. If you run out of things to think about, here are some words and phrases that will jog your to-do memory:
    • commitments to others, boss, family, customers, phone calls, emails, letters, memos, blog, finances, Christmas presents, event planning, meetings, travel, bank, sales, inbox, things to learn, housework, chores, research, education, and shopping

Step #2: Identify as Task or Project

The next step is to organize your to-do list in a simple and logical way. A key to this is understanding the difference between a project and a task. A project is anything that requires more than one to-do to complete; like Christmas shopping. A task is something that can be completed in one step; like a returned phone call.

  1. Identify items as a Project or Task

With projects, the best thing to do is start a new page, write the project name down (Buy Christmas Presents), then create your task list (Buy Kyle a Kindle, Buy sister a Starbucks card, Buy mom a new car, etc).

For your Tasks, you can organize them one or two ways:

  1. By context: work, home, calls, computer, boss, wife, etc
  2. By responsibilities: Motiveight, Halogen, Help-Portrait, church, etc.

The key to feeling on top of your task list is knowing what you need to do, not guessing.

Step #3: Sort, delegate and go

Using the same sorting method I talk about in “Three Quick Steps to a Zero Inbox,” next, we’re going to tag your tasks and projects. Remember, if you can do it in two minutes or less, DO IT. If you can delegate it to someone else, delegate it. If you’re the only one who can do it, then mark it as follows:

  1. @Action – Anything that needs to be done by a certain time or date
  2. @Someday – Things that need to be done, but don’t require a timely response
  3. @Follow Up – Things you’ve delegated that need followed up

By this point, you should have a much clearer view of what you need to do. No doubt that it won’t take long for you to realize why you are so overwhelmed. That’s a lot of stuff in your head. Your next step is to figure how to organize this information in a way that’s useful for you. Some people use software, others write each task/project on an individual sheet of paper. Others keep it all in a notebook. You decide what’s best for you. My only advice is to commit to your method and don’t change midstream. If you do, it will undermine your trust in the process and you’ll start to log everything mentally again.

Going Deeper

If you want to take your task management to another level, I highly recommend the book, Getting Things Done (Amazon link). I also recommend that you utilize task management software to organize, prioritize and contextualize your to-do’s. My current favorite is Things. You can read about a couple of other software programs I reviewed here.

What’s your favorite method of organizing your to-do’s?

Three Quick Steps to a Zero Inbox

zeroinbox-bg

Tired of wondering if you’re missing something in your email inbox? Believe it or not, that feeling weighs on your subconscious more than you know. Rather than live with anxiety, let’s process those emails and get you to a zero inbox. Yes, that’s right, zero. Absolutely not one email will remain. Is it possible? Yes! In fact, it’s possible to keep a zero inbox which means guilt, worry and stress-free email maintenance. Ready? Here are three quick steps to implementing a zero inbox:

1) Create a four new folders:

  • @Action – Used to put emails that require a timely response
  • @Someday – Used to put emails that require your attention, but timing is not an issue
  • @Follow Up – You put emails here that you’ve replied to, but it requires that you follow up with someone about the status of the email
  • Archive – This is where all of your processed email will reside. When it’s here, you’re done.

2) Survey your inbox and look for emails that you know require a response. Don’t forget to separate them into what kind of response is required. Drag those into your @Action, @Someday or @Follow-up folders so you can process them later.

3) All emails that remain, select all and move them to your Archive folder.

Now, if you have a lot of emails in your inbox, this is sure to bring a certain level of anxiety—of which will probably make you second guess if you can really do this. You can. If you need to recall a particular email, that’s what your email programs search function is for. Get to know it because it will be your friend.

If you’re one of those people who has a 100 different folders—one for each client, project, person, idea, thought, receipt, etc., I highly recommend that you rid of them all and focus your efforts on using the Archive folder. Why? What makes this system work is your ability to trust your own system. If you can’t remember what folder it’s in, then how will you find it? Sure, you can use your email search function, but then why have the extra folders to comb through? Throw all processed email into your Archive folder and be done with it. Trust me on this one. It’s theraputic.

Now that you have cleaned out your inbox, take a moment to enjoy the mental relief. Go on. Sit back. Take a screenshot and TwitPic it to your friends, family even your mom would love to see what you accomplished.

The beauty of this system is that you know exactly where the emails are that require your response and when so your worry of missing an email are gone. You will be amazed at how much mental energy will be freed up because of zero-inbox.

Before I go, here are some keys to remember:

  • Your inbox is a place to process and sort email. It’s not where you store it.
  • When an email comes in, if you can reply in under two minutes, do it immediately. If not, sort it.
  • Empty your inbox every day. Yes, that means that when you shut down for the day, your inbox is empty.
  • Set aside one day a week to go through your @Someday and @Follow Up folders to make sure out-dated items aren’t piling up. In doing this, you’ll be surprised at how on top of things you’ll feel.
  • DON’T GIVE UP! Even if you get behind, spend an hour and process your inbox accordingly.

Bonus: If you keep email open all day long, that’s what you’ll do all day long. In my experience, when you process offline, you stop the leak of new emails which gives you the time to focus on the emails sitting in your @Action and @Someday folders.

So, do you think you can do it? If you already live zero-inbox, what tips can you offer?

If you like this, you’ll loveThree Quick Steps to Eliminating To-do List Anxiety

Keeping Personal Productivity Simple

Things

The hunt for an easy-to-use Mac-based Getting Things Done(GTD) system.

If you’ve ever been interested in improving your personal productivity, there’s no doubt you are likely to be familiar with such books as Getting Things Done (GTD) and 4-Hour Work Week. Both books are inspiring, but when it comes down to practical solutions, GTD has become the gold-standard. I highly recommend it if you’ve recently been caught drifting in a conversation because you forgot to do this, or forgot to email her that.

The Perfect GTD System

One of the cornerstones of the GTD personal productivity methodology is having a system that you completely trust. This eliminates the endless questioning of when and where did I put ____________. (For more on what makes a great system, check out this recent blog post on author David Allen‘s website.) Unfortunately, the hunt for the perfect GTD-based system isn’t an easy one. There are a lot of options available and there seems to be more coming on the market regularly.

My Specific Needs

Before I jump into the heart of this post, I should give you context for my particular needs. I’m using a Mac, Entourage for email, address book and calendaring and a Palm 755p for my mobile needs. Ideally, I would find a solution that would allow me to sync Entourage and my Palm seamlessly.

After searching for the perfect mac-entourage-palm solution for quite some time, let me save you the hassle; as of 5/13/08, that solution does not exist. While you could hack your way to some form of synchronization, it will not happen easily and without trial and error. This, at the core of GTD, is grounds for distrust. Thus, I needed something simple and trustworthy.

GTD Software Solutions

After narrowing down my options, I chose to test and review: iGTD/iGTD2, OmniFocus, Inbox and Things. The winner is … Things.

Here’s six reason’s why:

  • Simple to Use: The learning curve on this software is about 15-20 minutes. If it’s that easy to learn, imagine how easy it is to use on a regular basis
  • In Development: The current version of Things is 0.9.1.1 but the new 1.0 version is due out any day. With most anything, I like to be part of something that’s moving forward. Like many of the other apps mentioned, this software is living and breathing. Expect new changes and feature add-ons regularly. For you iPhone users, expect your own version in late-June.
  • Gorgeous Interface (see below): Let’s face it, we all like to look at pretty things. The Things interface is not only easy to use, but it’s fun to look at; which makes it more fun to interact with

  • Does NOT Synchronize: While this may be a drawback for some, it’s not for me. At this point, unless it can natively sync with Entourage, I’m not interested in trying to make it work. I’ve spent the past six-months trying to get things to sync through SyncServices and it’s a nightmare. Things inability to sync actually puts my mind at rest on the idea. Otherwise, I’d be tempted to keep that loop wide open in an effort to achieve the sync.
  • Brilliant Delegation: If you manage people and are regularly assigning tasks for future follow-up, Things has made delegation (@Waiting for) simple and easy to use by adding a “People” reference. This makes adding people to your project or task easy to do and easy to follow up on.
  • The Magic Tag Bar: They decided to leave context lists out and use a familiar tagging system instead. At first I didn’t know if I’d like this, but now, it’s brilliant. There are many levels and features to this system; too many to be described in this post, but is here. Overall, it’s much more intuitive.

My Full GTD System

In order to keep my system functional both at the office and while being mobile, the rest of my system is defined by the following:

  • Entourage – will track email, address book and calendaring
  • Things – will track projects, tasks and due dates
  • Palm – will track @Calls, @Errands, @Agenda’s, and @Lists (like books to read, movies to see…all things I generally discover outside of the office).
  • Missing Sync: will be used to backup my phone and synchronize it with Entourage

Which do you prefer?

Have you discovered the benefits and joy of utilizing your own GTD system? I’d love to hear about yours. Post your comments below.

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