Hasta La Ideas

Reader Rachel submitted the following to Ask Unclutterer:

I know you are huge fan of David Allen and after years of “almost” using his GTD system I finally bought the book [Getting Things Done] and am working my way through it. As I prepare for my two day “gather, process and route,” I find myself with some clutter related questions. First some background points:

1. My husband is in the army, so i like to keep everything as modular and portable as possible, 2. I am currently prepping for a move, so I am currently in down-size mode, and 3. I love using my computer.

Okay, now for my questions: David talks a lot about the proper supplies and having a general reference file. I’m kind of resistant to the idea of investing in paper file folders and filing cabinets when there is so much technology and digital recording available that doesn’t take up near the amount of space. What have you found to be the best capture system for your files? Digital or old school?

I would like to start by saying that you’re right in pointing out that I have enormous respect for David Allen. He is able to communicate his ideas about information organizing and productivity better than anyone else writing on these subjects today. This art of communication is a true talent and it is rare. Most importantly it is extremely helpful for those of us looking for guidance and sanity as we work and live. If anyone reading this hasn’t read his books, I strongly recommend them.

That being said (i.e. I’ll stop being an exhuberent fangirl for a moment), I don’t use the GTD system exactly as he prescribes. It’s not that I think his system is flawed or bad or wrong; it just doesn’t completely work for me and my preferences. And, at least in my personal experience, I’ve found that this is the case for most GTD enthusiasts. We gobble up all we can from his advice and then put our spin on it so it will be something we benefit from and use over the longterm.

If you’re like me, a good amount of the information you collect likely comes to you already in digital form or can easily be scanned and/or digitized (images, emails, PDFs, calendar appointments, etc.). To take these out of a digital form during the processing and organizing phases would be a waste of time and resources, and Allen doesn’t advocate you print these out, either. The most important thing to do is to capture this information in a way so you can reliably process, review, and do all the things you need to do to get things done.

I use a couple plugins for my Mac-based email program Mail that are created by the company InDev: Act-On (which let lets you apply rules to incoming messages) and MailTags (which color codes emails with tags). These are nice for adapting GTD processing and organizing actions, as well as helping to creation action items. Even if you didn’t use the GTD system, these are great plug-ins for email management. I incorporate these plugins to work with my personal email filing system, which I’ve outlined in detail in Unclutter Your Life in One Week. In short, I use Archive, Project Folders, and Read Me folders. The Archive folder is where all messages go after I schedule the work on my calendar or in my project management system. The Project Folders are where I stash project-related information until I can move the email to the Archive folder (e.g. where I put Ask Unclutterer emails until I review them and decide which one I will select for the week’s column). And the Read Me folder is for long emails or emails containing links to articles, typically sent from friends or family, that don’t require immediate attention and that I can read in full the next time I’m standing in a line or waiting on hold. Once I read the Read Me emails, they are moved to the Archive folder.

People who use Outlook as their email client might benefit from a GTD-themed add-in from NetCentrics. And, if you’re a Gmail user, I’ve heard good things about using the ActiveInbox plug-in. (A good ActiveInbox tutorial can be found in the article “ActiveInbox Turns Your Gmail Labels Into an Effective GTD System” on Lifehacker.)

As far as my personal to-do list (action items) and calendar, I do keep these in paper form. I like the physical actions of writing and greatly enjoy crossing things off lists. For the past six months, I’ve been using an Arc customizable notebook from Staples for the list and calendar. I’ve tried to do it all digitally, but I always seem to come back to the paper items for these two things. Comfort is a powerful creature. For work, I keep everything in Basecamp so everyone on staff and our clients can see important dates, to-do items, as well as communicate with each other. It’s ridiculously simple to use, which oddly is why some people don’t like to use it. There are hundreds of digital to-do list and calendar programs on the market and a few are probably already installed on your computer — just find one you love and will use and review.

In regards to other digital paperwork (the general reference stuff), I have set up my Evernote account to mirror the GTD workflow. Everything digital is dumped into it and it syncs with all my handheld devices and can be accessed anywhere in the world there is an internet connection. I also back it up to my desktop and back my laptop up to an external hard drive and again to Backblaze (I’m a wee bit maniacal about backing up my data). I save all my documents locally in a document management program (DevonThink), which I’ve discussed recently in “What tools should I use to digitize my paper piles.” If Evernote and DevonThink aren’t your style, check out OmniFocus for Mac and I know many of our readers use OneNote who have the MicroSoft Office Suite (be sure to check out the free, downloadable templates from MicroSoft to save yourself time).

Thank you, Rachel, for submitting your question for our Ask Unclutterer column. I hope I was able to help you in your pursuit to get things done and adopting Allen’s GTD system for your digital needs. Also be sure to check the comments for even more advice from our readers. I know we have numerous GTD enthusiasts who read the site and are active in our comments section.

Do you have a question relating to organizing, cleaning, home and office projects, productivity, or any problems you think the Unclutterer team could help you solve? To submit your questions to Ask Unclutterer, go to our contact page and type your question in the content field. Please list the subject of your e-mail as “Ask Unclutterer.” If you feel comfortable sharing images of the spaces that trouble you, let us know about them. The more information we have about your specific issue, the better.

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