Ten awesome Dropbox tricks

Dropbox is a service that offers online storage of your stuff. It’s tremendously convenient and used by lots of people world wide. Dropbox is a quick-and-dirty sharing and backup tool that many workers (including yours truly) couldn’t work without.

What many people don’t realize is that Dropbox is capable of a lot more than drag-and-drop storage of your files. There are numerous cool things you can do with it, but the following are 10 useful tricks I’ve discovered to help keep me organized and reduce my digital clutter.

Save space with selective sync

My personal computer is a MacBook Air with just 128 GB of storage. I know that sounds like a lot, but with a bulging music collection and photo collection, it gets full pretty quickly. Fortunately, my work computer can hold much more. I can hand pick which files get synchronized to Dropbox and then to my MacBook Air, and which get ignored.

To do this, open the Dropbox preferences on your computer. Select the advanced tab and then click Selective Sync. From there, tell Dropbox which folders to sync to that computer. Those you choose to ignore are still available at dropbox.com, they’re just not automatically synched. You still have access to them.

Access previous versions of files

Dropbox offers one huge benefit that many people overlook. It saves versions of your files for up to 30 days. That means, for example, if you make changes to a Word document you’ve got in Dropbox and then decided you wish you hadn’t, you can restore a version that existed before you made all of those regrettable edits.

Go to dropbox.com and find the file. Right-click on it and select Previous Versions from the resulting menu. A list appears; select the one you want. Easy.

Backup your smartphone photos automatically

This is a very nice feature that was introduced within the last year or so. Dropbox for iPhone and Android can automatically move a copy of every photo you shoot to a folder on the service. Check your mobile app’s preferences for the setting to enable this. It offers real peace of mind.

Mark files as favorites for offline access

I do this one quite a bit, especially when traveling. As you know, Dropbox stores your stuff on its servers. However, if you mark a file as a favorite, a copy will be downloaded to your mobile device, allowing you to view it even when you don’t have Internet access.

To mark an item as a favorite, simply navigate to it on your tablet or smartphone and tap the star icon.

Recover deleted files

“Ack! I didn’t mean to delete that!” No worries. If you delete a file, versions from the last 30 days remain. To get something back, go to dropbox.com and navigate to the folder where it used to be. Find the Show Deleted Files icon and click it. Then select it from the list.

Back up your blog, two ways

I use Dropbox to back up every post I publish to my blog. There are at least two ways to do this. I use a service called IFTTT, or If This Then That. You can use IFTTT to build actions or recipes to accomplish tasks for you. I have one that watches for any new post I publish to my blog. When it finds one, it copies the text to a file in my Dropbox account. If worse came to worst, I’d still have all of my posts.

If you don’t want to fiddle around with IFTTT (and you own a WordPress blog), check out this great plugin for one-click backups.

Print a PDF right to Dropbox

Here’s a great tip that’s reserved for you Mac users. You probably know that you can turn nearly any file into a PDF by choosing Save to PDF when printing something. What you may not know is that you can direct that PDF to save right to Dropbox.

When you click Save to PDF, you’ll see Edit Menu as the very last option. Click it, and then click the “+” in the resulting window. A new list appears. Navigate to your Dropbox (or any folder therein) and then click OK. Now, that folder will appear in the Save to PDF menu every time. Simply click it, and a PDF will be automatically shuffled off to Dropbox.

Back up your Instagram photos

Here’s another IFTTT trick. I’ve created a recipe to monitor my Instagram account for new photos. Whenever it finds one, it moves a copy to a folder on my Dropbox account. The photograph is backed up and I didn’t even have to lift a finger.

Publish a website (pancake)

Pancake.io is a free service that lets you publish a blog or website right from your Dropbox account. It’s quite simple to set up and you can find all the details on how to do it on the Pancake site.

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Procrastinating can give you time to think

If all decisions were easy to make, we’d probably save time (for the things we love) and we’d likely have less clutter, too. In that ideal world of easy decision making, we’d know what to do with everything we own and we wouldn’t scratch our heads trying to figure out where to store our things. Gone would be the days of delaying decisions because of uncertainty. And, we’d probably have fewer opportunities to procrastinate.

This sounds like a good thing, doesn’t it? Frank Partnoy, author of Wait: The Art and Science of Delay, begs to differ. Partnoy, in an interview with Smithsonian.com, said:

…when faced with a decision, we should assess how long we have to make it, and then wait until the last possible moment to do so.

He goes on to say that if/when we do this, we’ll ultimately be happier. I’m not inclined to agree with those sentiments, but he makes an interesting distinction between active procrastination (doing important things you also need to get done) and passive procrastination (like watching TV, playing video games). Basically, he says that it’s not really procrastination if you choose to do something of higher value (like spending time with family, restocking the first aid kits, organizing/clearing pathways) than the project or task you should be currently addressing. While there may be some merit to that, if you’re on a tight deadline because you’ve significantly delayed getting started, you really do have to focus on the tasks at hand.

Though practicing the “art of delay” can help your productivity (like waiting to respond to emails at specific times during the day), when an important and urgent project comes calling, even active procrastination needs to be put on the back burner. But, if you find that you’re cringing at the thought of getting your important tasks done, why not use that delayed time to your benefit? Instead of choosing to focus on trivial things, use that time to think through how you’re feeling, to figure out why you may be feeling stuck. Perhaps you don’t have enough information to get started or are not sure how to begin? Is it possible that you’re putting on your perfectionist hat and waiting for the theoretical right moment? Maybe you really do want to focus on something else that’s of more interest to you.

No matter what the reasons are, if you can figure them out, you’ll be in a better position to start looking for ways to turn things around. You can use that time to come up with a plan.

Work for a short block of time

By simply working for a few minutes at a time, you can chip away at those important, deadline-driven tasks until they’re completed. You might also find that you’re likely to keep working once you get started. But, if your motivation to get things done seems to be underfoot for an extended period of time …

Get help

If you tend to put off working on a specific task, it could be because you don’t value it very much or you just don’t like doing it. This can be an opportunity to call in reinforcements and help can come in a variety of forms. Perhaps you just need to call a friend who can give you a much needed nudge. Or, maybe there’s a colleague who can handle a portion of the project (the part that has you stuck) so you can focus on the rest of it.

Using a pro vs con list can probably help, too. Thinking about all the aspects of waiting until the last minute can give you a different perspective. What are the super cool things about delaying the project? What are the evil consequences? Seeing the good vs evil reasons in black and white just might be the motivation you need to get going (and so can a change of environment).

Rethink your priorities

If you notice that you’re continually putting off things that you need to do on a recurring basis, you may want think about whether or not the projects you accept (or are assigned) are the right fit for your skills and interests. It’s not realistic to think that you can only work on things that you like or are passionate about, but if you find that you’re consistently having negative feelings about particular activities and, as a result, delay working on them, it’s time to identify tasks that interest you even nominally. Where possible, make some adjustments. This may require additional planning and involve others depending on the nature of the tasks (personal vs work).

Though procrastination is generally frowned upon, it can be beneficial if you use that time as an opportunity to think through a plan to get things done. While you may not be able to make changes straight away, you can brainstorm ways to curb the tendency to put things off until the last minute.

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Trello is a free, effective, family organizer

A couple years ago, my wife and I succumbed to the fact that individual paper planners weren’t doing it for us. As much as I love jotting things down on paper and carrying a notebook of lists in my back pocket, it’s no good when two people are trying to coordinate Cub Scouts and ballet and play practice and Girl Scouts and chorus and homework, etc.

In other words, our Family, Inc., needed an appropriate tool. For us, it’s Trello.

Trello is a web-based collaboration tool that’s meant for teams, but it’s perfect for families. It runs in a browser so it doesn’t matter if you’re using a Mac or a PC, and it allows you to create “boards” that hold the tasks, assignments, reference materials, and so forth for a given project.

We have a board for each of the kids, as well as for ourselves. In addition to who needs to be where, we add things like what needs to go where (pack the script and change of ballet clothes for Tuesday drop-off) as well as who’s going to do each.

Trello’s emphasis is on speed and no-fuss teamwork. Essentially, a board holds several cards. Each card contains one item in the list of information that becomes the support material for a project. Each board (“William”) holds several boards (“Cub Scouts”). Here’s how we use Trello at Chez Caolo.

The need for quick capture of ideas and news

Items added to Trello from one device show up on another. For example, my wife can update a card on her iPhone and that edit shows up on mine. Likewise, I can make a note from my computer and it shows up on both phones. As we go about our days, it’s comforting and useful to know that we’re in touch and up to date, even on those days when we barley see each other between 7:00 a.m. and 8:00 p.m. (Perhaps you know how that goes?)

As I said, Trello works great in a modern web browser. There are apps for the iPhone, iPad, and Android devices, too. But, honestly, the website is smart enough to work and look great on a mobile device, so check it out before you install an app.

Trello is really meant to be used by business teams, but we’re getting a lot out of it as busy parents. In the end, we’re pretty happy with it. Trello is a near ubiquitous capture tool that is always in sync. Shortcuts make it fast and cloud sync lets me stay on top of things.

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4 questions for preventing information overload

I’m more selective about the information I put in my body than what food I consume. — Robert Reid

If you have wide-ranging interests or just a huge sense of curiosity, you may be like me — someone who could happily spend days just reading things online or in newspapers or magazines.

But, of course, we also want to do other things with our lives: earn a living, get exercise, see friends, pursue our hobbies, etc. So how do we cope with the never-ending flow of interesting information?

When I’m making my decisions about what to read, I focus on four questions.

Why do I want to know about this subject or read this article?

If it’s information related to my profession, it might change how I do my work. Since I do editing work, updates from Associated Press about changes to the AP Stylebook matter to me. As an organizer, sometimes there is a new product or an explanation of a specific technique or even just a cool way of wording a familiar concept that might really help a client.

News about what’s going on in the lives of family members and close friends matters to me, because I care about these people. So yes — I do use Facebook to follow the lives of the relatives and close friends who use Facebook for that kind of sharing.

Sometimes there’s information I need in order to take action. For example, if there’s an election coming up, I need to get informed about the candidates and the ballot issues. And I may want to learn more about a specific cause to decide if I want to get involved.

Irrespective of the reason, it is a good idea to be aware of why you want to know about a topic before you take to reading about it (even if it’s a simple reason like I want to smile at cute kitten photographs to lighten my mood).

How much do I need to know?

Do I need an in-depth knowledge of a topic? Often, I don’t. Sometimes just a headline is enough. Sometimes one thoughtful article by a trusted source is enough; I can read one article instead of 20.

Is this a source of information I want to pursue?

Many people write about the topics I care about. Over time, I’ve found which ones tend to provide the most useful information, so I can ignore the rest. I’ve also found which people tend to refer me to articles I want to read; if they share something, I know it’s likely to be worth my time.

Do I need to know now?

If the article relates to something I may do in the future — travel to a place, buying a product — I can just file the information away, often in the form of a bookmark to the article or others might save the link to Evernote. All I need is a very quick skim to determine if it’s likely to be useful; I’ll read it more carefully when the time comes (such as when I’m waiting for an appointment or relaxing on a Saturday afternoon).

Asking myself these questions allows me to skim through a huge amount of possible information and pick the few things I really want to read. It’s still a challenge — I’m an information junkie at heart — but these questions at least set me going along a path away from information overload.

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Change the workaholic mindset to improve productivity

Many people are often in search of a strategy, tool, or productivity system that will help them to get more done. This is a good goal to have — afterall, who doesn’t want a set of habits that will help them cross stuff off their to-do list? In addition to actually accomplishing what you set out or agree to do, there’s a strong feeling of satisfaction you get when you actually pull it off on a regular basis.

On the other hand, it is possible this exuberant feeling you get from being productive can be taken to the extreme. You might crave that feeling so much that in your attempt to consistently recreate it, you end up working all the time. One could speculate that the need to work all the time is really about wanting to be in control. Others may characterize this as an addiction to working, even if the task you’re engrossed in is a worthwhile endeavor. Perhaps, work feels like a comfortable place to retreat to, a way to escape other parts of your life. No matter what the underlying reasons are, if you find yourself focusing on work tasks all the time, you are likely to be considered a workaholic.

On the surface, there may not seem to be a downside to spending a few extra hours at work each day, especially when you’re achieving the goals you set for yourself. But, keep in mind that you may be confusing working too much with having a strong work ethic. While both may require diligent effort and a reliance on core values, overworking likely includes a lack of discipline or the inability to stop working and recognize when it’s time to take a break. Here on Unclutterer, we’ve often extolled the benefits of taking mini-breaks throughout the work day as well as the positive effect exercise and sleep has on productivity. Certainly, if one is always working, there would be little or no time for either of those activities or any outside interests. Ultimately, this would lead to burnout.

In addition, an overly zealous worker is not beneficial to employers. Bryan E. Robinson, Ph.D., author of Chained to the Desk: A Guidebook for Workaholics, Their Partners and Children, and the Clinicians Who Treat Them, explained:

A workaholic might seem to be every CEO’s dream: an employee who comes in early, stays late, doesn’t take vacations, and takes on mountains of work. But those very qualities may make the workaholic a poor candidate for employee of the month because they often have more work than they can handle effectively, don’t delegate, aren’t team players, and are often more disorganized …

If you’re taking on too much, it is possible that you may not realize it (take Dr. Robinson’s quiz). As I mentioned before, you may think you’re simply a hard worker. Of course, there may be times when you need to work extra hours. Business owners everywhere (myself included) understand this all too well. However, it is important to prioritize specific tasks and to recognize when it’s time to ask for help. The latter will not only allow you to streamline your focus, but also help you to be more productive.

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Manage Your Day-to-Day: A new productivity book from 99U featuring advice from Unclutterer

This past fall, I was contacted by the amazing people at Behance and 99U about contributing to a book series they’re editing and curating. I’m a big fan of 99U and have been in the LifeRemix network with Scott Belsky (the publisher behind Behance and 99U) for years. It took me exactly one second to agree to the project before I even really understood what it entailed.

The book, Manage Your Day-to-Day: Build Your Routine, Find Your Focus and Sharpen Your Creative Mind, released today is the first in a three-part series exploring creative productivity, time management, individually tailored processes, and great design. 99U’s traditional focus is the creative community (artists, designers, writers, etc.), but the information in this book is applicable to most everyone — especially those of us tied to desks all day.

Jocelyn K. Glei, the editor-in-chief of 99U and this book series, explains:

In Manage Your Day-to-Day, we address the specific challenges that this 21st-century influx of information presents for creative professionals, and offer solutions for how to build a daily routine, maintain focus amidst a constant stream of distractions, and keep your creative mind (and work) fresh … Rather than taking a one-size-fits-all approach, Manage Your Day-to-Day provides a playbook of tried-and-true best practices for producing great work. To accomplish this, we recruited 20 of the smartest creatives and researchers we knew—from Stefan Sagmeister to Seth Godin to Gretchen Rubin to Tony Schwartz to Dan Ariely—and asked them to share their road-tested insights on what helps them do great creative work.

The chapter I wrote for the book is “Learning To Create Amidst Chaos” and admits that “like it or not, we are constantly forced to juggle tasks and battle unwanted distractions” while working and to “truly set ourselves apart, we must learn to be creative amidst chaos.” I provide advice for ways you can train yourself to find focus in disruptive circumstances, much like a basketball player has to learn control so he or she can be successful throwing free throws on a rival team’s court.

The official book trailer:

The book is published by Amazon’s new publishing house and is available in paperback, audio, and digital format for the Kindle. Learn even more about the project and the contributors at 99U.

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We’ve cured boredom and that’s not good

My colleague at The Unofficial Apple Weblog, Chris Rawson, recently explained why most people should think long and hard before installing a beta version of the iPad and iPhone operating system. These betas are typically distributed to developers so that they can test their apps against future updates, but any interested party with $100 can sign up as a developer and get it themselvers. It was a great piece and contained this blurb from a frustrated iPad owner:

I recently bought an iPad right before a trip to Africa for a family vacation. Being right after the release of the iOS 5 beta 2, and being part of the development program, I [installed iOS 5 beta 2]. It worked very well for the first 2 weeks of my trip. Then at exactly the halfway point in my trip, the screen went black … It’s just sitting in my backpack now, useless for the next week until I’m home.

Really a pain, because I’m still in Africa with nothing but my iPod nano and an Internet cafe to entertain me for the rest of the trip.

Forget the iOS install and focus on the huge problem illustrated by this user: He’s on vacation in AFRICA — a foreign continent — and can’t find anything to do without his iPad.

There isn’t one single compelling thing to do in all of Africa?

I don’t condemn this reader individually, because he has succumbed to an insidious epidemic. Specifically, we’ve cured boredom. And that’s a real problem. In The Wall Street Journal, Scott Adams wrote back in 2011:

But wait — we might be in dangerous territory. Experts say our brains need boredom so we can process thoughts and be creative. I think they’re right. I’ve noticed that my best ideas always bubble up when the outside world fails in its primary job of frightening, wounding or entertaining me.

I make my living being creative and have always assumed that my potential was inherited from my parents. But for allowing my creativity to flourish, I have to credit the soul-crushing boredom of my childhood.

I’ve expressed this idea in less articulate terms myself. The insistent nature of Twitter, Facebook, and a thousand games in your pocket has produced a generation that never experiences a dull moment. That means we also never experience a contemplative moment, a reflective moment, a creative moment. Scott Belsky agrees:

Interruption-free space is sacred. Yet, in the digital era we live in, we are losing hold of the few sacred spaces that remain untouched by email, the internet, people, and other forms of distraction. Our cars now have mobile phone integration and a thousand satellite radio stations. When walking from one place to another, we have our devices streaming data from dozens of sources. Even at our bedside, we now have our iPads with heaps of digital apps and the world’s information at our fingertips.

I know this makes me sound like a cranky old misanthrope, but I don’t care. It’s impossible to generate a truly creative thought while the incessant barrage pelts us. It’s like complaining that we’re not dry while standing in a rain storm. You won’t dry off until you go inside and get away from the falling water.

Turn off, be quiet, and be comfortable with your thoughts. It’s OK, I promise.

Need help getting organized? Buy the DRM-free audiobook version of Erin Rooney Doland’s Unclutter Your Life in One Week today for only $8.99.

Stand while you work to improve your health and productivity

You’ve probably read about the negative impact a sedentary lifestyle can have on your health — sitting for long periods of time can create a multitude of health issues, including lower back pain, poor mobility, and an increased risk of diabetes and cardiovascular disease.

NBCNews.com reported:

…the more hours a day you sit, the greater your likelihood of dying an earlier death regardless of how much you exercise or how lean you are. That’s right: Even a sculpted six-pack can’t protect you from your chair. But it’s not just your heart that’s at risk from too much sitting; your hips, spine, and shoulders could also suffer. In fact, it’s not a leap to say that a chair-potato lifestyle can ruin you from head to toe.

This infographic shares more details about how sitting for too long can affect various parts of the body.

Image credit: CBCNews.com

Is it any surprise then that it’s often recommended that you get up and take breaks regularly throughout the workday? Not only can getting up often help increase blood flow (to your legs in particular), but this also gives you a chance to hit the “reset” button so that you can return to work more prepared to get stuff done. It seems that standing while you work also can help you to be more productive. A recent study (The Take a Stand Project) conducted by Dr. Nicolaas Pronk found:

Office workers who spent an hour or so a day at stand-up workstations felt more energized, productive and even happier … and if they keep it up, they may help reduce the damage done by sitting at a desk all day.

This doesn’t mean that you should stand for eight hours a day, but you can choose to work while standing for short bursts during the course of the workday. When it’s time to sit back down again, be sure your spine is erect and your shoulders are relaxed. If you slouch or lean forward, you can put stress on your back. Sitting with the proper posture will also allow for better breathing.

What are some work-while-you-stand activities that you can put into practice? There are a couple of things you can begin doing immediately, like standing (or pacing) while you talk on the phone or while you meet with a colleague. You can ramp things up a bit by working at a standing desk. If you choose this option, be sure to wear comfortable shoes and get an anti-fatigue mat to stand on. If you’re interested in making your own standing desk, you can find a number of tutorials at IKEA Hackers, like this one:

Image credits: IKEA Hackers

There are other things you can do to reduce the amount of time you’re sitting down, like holding a walking meeting or if your meeting is on another floor, consider taking the stairs instead of the elevator. You also might want to try working while walking using a treadmill desk or riding a pedal desk.

While sitting for too long does have poor health effects, standing for too long is likely not a good idea either. Consider varying your movement so you’re not in any one position for long periods of time. Test various schedules to see what works best for you (like intervals of 20 minutes sitting and 40 minutes standing) and use an alert to remind you to get up until it becomes a regular part of your routine.

Need help getting organized? Buy the DRM-free audiobook version of Erin Rooney Doland’s Unclutter Your Life in One Week today for only $8.99.

Keep your Someday list from being clutter

A creative, productive person has a motor. Much like a car or scooter, that person is driven by his or her motor — driven to do, to make, to create, to find fun things to do with the kids, to build a media room in the basement, to learn French, to pursue innovative carrer goals, or to plant a flower garden.

The problem is that sometimes the motor won’t shut off and you get more ideas than you have time or attention to achieve right now. Many people put these on a “Someday/Maybe” list of goals to consider for another day. I think a list such as that is organized clutter. The someday list can cause a lot of guilt. So, instead I put my own spin on this type of list.

Someday/Maybe is a tenent of David Allen’s Getting Things Done methodology. He refers to it as (I’m paraphrasing), a way to capture the projects you’d like to complete in the future, lest they continue to nag at your thoughts. Additionally (critically, even), those items should be a part of your weekly review. Every seven days, ask yourself, “Is it time to move on any of these things?”

My problem is, the answer is always “No,” and that fantastical trip to Japan remains untouched, emphasizing my inaction for another week. Here’s what’s worse: noticing the pattern, I add items that I know I won’t act on, consciously or not. The someday list is my personal waiting room.

I’ve no doubt that it’s important to have long-term goals, even those whose only benefit is dining in an out-of-the-way noodle house. However, there must be a better way to keep track of them and taking action.

The Culling

A few years ago, I attended Macworld | iWorld in San Francisco (it was still called Macworld Expo back then). One of the highlights was hearing Merlin Mann speak. He said, among other things, that one should take a good, hard look at the Someday/Maybe list. Ask yourself, “Will I ever do this?” If the answer is no, ditch the item completely. Will I ever become fluent in Japanese? It’s highly unlikely. Off it goes. But will I ever travel to Japan? That item is much more likely, so it stays.

While understandable, culling the improbable has a “crush your dreams” vibe that bothers many people. “Spend a month in Japan” is a huge project, but there’s a little more likelihood I’ll achieve it than learning an entire language.

Baby Steps

Before ditching that trip all together, let’s consider how it can remain on the list of things I’d like to do without any of the guilt.

Years ago, I worked as a special needs teacher in a residential school for children with Autism and other developmental delays. I taught in a classroom and eventually supervised a group home with 8 students and a staff of 12 teachers. We practiced the Ivar Lovaas method of Applied Behavior Analysis (ABA). I’ll do Dr. Lovaas (and by extension, B. F. Skinner) a great disservice here and offer too brief an explanation of his life’s work.

ABA uses positive and negative reinforcement to change behavior. One method is called chaining, or breaking a complex task into several simple ones that can be taught in succession and, when successfully performed sequentially, comprise the original task. I never guessed that training would be so influential in my everyday life.

In GTD, “visit Japan” is not a task, it’s a project. Fortunately, my old job helped me get good at breaking complex behaviors (or in this case, projects) down into very small, observable, concrete actions. Perhaps “discuss life in Japan with uncle who used to live there” is a doable first step. Maybe “research seasonal weather in Japan” or “find a well-written book on Japanese customs or food” could be other first steps. In breaking down the project, two things happen.

First, I feel like I’m making progress on this huge task, rather than letting it stagnate. Second, I’ll get a true measure of my willingness to go through with completing the project completely. If my interest wanes, I can safely remove it from the list as Merlin suggested. If I have an increase in interest that will suggest motivation, and I’ll continue to devise small steps that move me closer to completing the project.

The Research List

What’s really happening here is I’m turning the someday list into research tasks. Therefore, I’ll suggest changing the name from Someday/Maybe to Research. It sounds more pro-active and suggests something to do other than sit and wait until I get around to it “someday.”

I’m not going to tell you to ditch your Someday/Maybe list completely. Again, let’s not crush those dreams. However, I will say be very honest with yourself and consider:

  1. Is this list a dumping ground for the unachievable?
  2. Am I dropping things here that are too unpleasant to consider for some reason?
  3. Is there a way to actually make progress on this?
  4. What is the first tiny baby step I can actually do?

Figure out the answers to these questions and get moving. Avoid the clutter and guilt of a Someday/Maybe list and start working toward these projects in the present.

Need help getting organized? Buy the DRM-free audiobook version of Erin Rooney Doland’s Unclutter Your Life in One Week today for only $8.99.

Marking up your to-do lists for increased productivity

“Write down the thoughts of the moment. Those that come unsought for are commonly the most valuable.” — Francis Bacon, Sr.

It’s no secret that writing things down is beneficial in several ways. A mind that’s not trying to remember tasks is better prepared for problem solving and focusing on the present. Good ideas are fleeting and need to be captured, irrespective of when they happen. It’s important to have written goals and lists that can remind you of what you need to do. There’s more, of course, but I’m going to address that last point.

I’ve been keeping a to-do list in my pocket for years. For most of that time, it was a simple list of things I needed to do. That’s great, but I found problems. Notably, I’d feel guilty about tasks I couldn’t complete because of my circumstance.

For example, I can’t make progress on “get pants hemmed at the tailor” while I’m stuck at my desk. I can’t pay the registration fee for the kids for soccer while I’m standing in line at the DMV. Likewise, I often don’t have the energy or time available for more demanding tasks when I’m reviewing my list at the end of the day.

Looking at items I couldn’t take acton on was stressful. It was time to re-think the simple to-do list. The following are several ways to sort, organize and prioritize the items on your to-do list for easy reference and guilt-free productivity on the go:

Sorting by context

Step one was to sort by context. I know a lot of people dislike this idea, but hear me out on this. At the top of my to-do list, I’ll put a heading like “@phone.” Beneath it I list tasks that require a phone call. Next, I’ll put “@errands” and “@computer”. Appropriate tasks are listed under each one. That way, when I’m at my desk with some free time, I can look at “@phone” or “@computer” and hammer out those tasks. I don’t even see items listed under “@errands”, so I don’t feel guilty about not making progress on them. (David Allen refers to these location-based lists often in his writing.)

Time and Energy Available

Of course, context isn’t the only way to decide what you can work on at any give time. It’s smart to also consider your time available and energy available. When your fresh first thing in the morning, tackle those jobs that require much physical and/or mental energy. Reserve something less taxing, like filing receipts, for the end of the day or after lunch when you might have a dip in focus. Likewise, I don’t always have the time to lay out the new flower bed. But a free Saturday afternoon lets me do just that.

Word Notebooks

A few weeks ago, I came across Word Notebooks. My notebook addiction is legendary, so I could not resist buying a pair. They’re similar in size and shape to the Field Notes brand notebooks that I love so much, but offer something different.

Each paperback notebook has a “use guide” that’s printed on the inside cover and in the margin of every page. You’ll find a small circle around an even smaller circle. The idea is to highlight the importance and completion state of each item with these circles. Here’s how it works.

  • Color in the inner circle to identify an item as a bullet point
  • Highlight the outer circle to identify something as important
  • Put a single line trough both circles for items that are in progress
  • Draw an “X” over items that are complete

It’s tidy and offers an at-a-glance overview of the status of your to-do list. Unlike the context system that I use or the energy-available strategy, the Word notebooks visually arrange action items by priority and state of completion. Pretty nice! Of course, you don’t have to buy a special notebook with pre-printed circles. You could roll your own solution.

The Dash/Plus System

My Internet buddy, author and all-around nice guy Patrick Rhone described a system that he devised for keeping careful track of the items on his to-do list. His system uses plusses, arrows, and geometric shapes to denote the status of an action item. It’s clear, simple, and doesn’t require a special notebook.

Now I’ll turn it over to you. Do you keep a plain list or have you adopted a system like these? Let me know in the comments.

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