Categories | Best Practices of GTD | Events | Implementation | Training
A Microsoft Outlook user recently asked one of our coaches:
After working with the GTD system for quite awhile, I find tracking next actions in Outlook to be pretty easy. The harder part is tracking projects. Where do you do that and how do you move from the 10,000 level (projects) to the runway (actions)?
Coach Wayne Pepper replied:
I keep my Projects list in Outlook Tasks. I simply create a category in Tasks labeled “Projects”. Then, whenever I process a thought, an email, a piece of paper that has an outcome associated with it that will take more than one step to complete, I create a new Task and enter into the Subject field the name of the Outcome (for instance, “Tune Up Car”)and then I identify the very next action (call mechanic to find a good time), and I create another Task with that action in the Subject field. I would then categorize that next action as a call by selecting the “”@Calls” Category.
I then review my collection of Projects (my Projects List) once a week during Weekly Review, making sure the project is still relevant, making sure that I have appropriate Next Actions supporting it, and focusing on how much attention that Project has or has not been receiving as a way to assist my focus and intuitive choices for action into the following week.
If you are looking for more tips on using Outlook, Coach Kelly Forrister is doing a Webinar for GTD Connect members this Wednesday, July 22nd, on GTD & Outlook. Not a Connect member? Try the two-week free trial, which will also qualify you to attend the Webinar.