Setting Up GTD Next Action Lists in Evernote

Last week I wrote about the steps I took to set up my GTD System in Evernote. One of the key parts of that system is the Action List notebook.

The Power of Context

One of the breakthrough ideas in GTD is that one “to-do list” is not enough. You need to have an action list for each of the contexts where you get work done. This provides a powerful filter option for you when it is time to do work. You simply look at the list or lists that connect with context you are currently in, and choose from the next actions on these lists.

For example, when you are sitting at your desk in your office, you could likely choose to look at two or three of your lists: @Calls (because you have a phone at your desk), @Computer (because your computer is in front of you), and @Office (because you are, well, in your office). You don’t have to look at your @Home list because you are not at home. You don’t have to look at your @Errands list because you are not out and about running errands.

By setting up lists according to your contexts you are creating a filter which allows you to use these lists to direct your focus as you sit down to engage in work.

What Lists Do You Need?

Of course, you know your contexts better than anyone else, so no answer given here will work across every person’s situation. That said, there are some key lists that most people can utilize.

  • @Calls – A list where you keep all the phone calls you need to make.
  • @Home – A list of things that can only be done while you are at home.
  • @Office – A list of things that can only be done while you are at the office.
  • @Computer – A list of things that can only be done when you are in front of your computer.
  • @Errands – A list of things that can only be done when you are out and about.
  • @Anywhere – A list of things that are not tied to a certain context and can be done wherever you are.
  • @Waiting For – A list of things that you are waiting for from others.

Other Lists You Might Benefit From

While certain contexts seem to be staples for nearly everyone, there are likely to be a few that are unique to you. I have two such lists that I keep.

@Online – A list of things that can only be done when I have an internet connection. I created this list because several things I do are web-based and though I usually have an internet connection there are times when I don’t. I may not have an internet connection, but I do have my laptop. Therefore, the @Computer list can still provide a focusing list for things I can get done. You may not need a list like this, but I have found it helpful.

@MDIV – A list of next steps related to current assignments for the Master of Divinity degree I am pursuing at Wesley Seminary at Indiana Wesleyan University. Though this isn’t really a context per se, I do have blocks of time set aside for school work. This list makes it easy to focus on what I need to do in those blocks of time. I pull that list up and focus my energies there.

@??? – What unique list would be helpful for you to have? Make it up and give it a try.

Setting Up Your Action Lists in Evernote

If you want to set up your action lists in Evernote, just follow these simple steps.

1. Create a notebook (CTRL + SHIFT + N) for your action lists. I got creative on the title; I named mine “Action Lists.”

2. Create a new note (CTRL + N) for each list you want to set up. Title the note with the name of your context. My action list notes are:

  • @Calls
  • @Computer
  • @Errands
  • @Home
  • @MDIV
  • @Office
  • @Online
  • @Waiting For

3. Populate your lists with the next physical, visible actions that you need to complete to get things done.

4. Review your lists on a regular basis to keep them clear and current.

Questions?

If you are thinking about setting up your system in Evernote or have already started setting it up and have a question, please feel free to post it below or EMAIL ME. I’ll do what I can to help you.

Touchdowns, Tackles, and the Love of God

Redskins Stadium

It has been a great sports week in the Williams’ household. The Redskins are on top of the NFC East after a 2-0 start! That, in and of itself, is great news. But it gets even better than that for our family.

Last Sunday afternoon, Sean, my oldest son, scored his first goal of the season on his U12 soccer team, the Annapolis Road Runners. The goal came a third of the way through the second half and broke a 0-0 tie. It also turned out to the be the winning goal. He was pumped and dad was proud!

To add on to this great sport’s week, my youngest son, Elliot played a great football game yesterday morning for the Generals Highway Tigers. His number was called on the first play of the game and he took it the distance for his first rushing touchdown ever. To top it off, he had 7 tackles on the other side of the ball. When I talked to my son after the game, he said, “Dad, I scored a touchdown. And did you see me tackle those guys?” He was excited and dad was proud!

This morning I was reflecting on my boys’ accomplishments this week, and it occured to me…I am proud of their accomplishments, but that is not why I love them. I love them because they are my boys.

It was in that moment that my heavenly Father reminded me that he doesn’t love me because of what I do for him. He loves me because I am his boy.

Romans 5:8 tells us that God’s love is not based on what we have to offer God. It says, “But God put his love on the line for us by offering his Son in sacrificial death while we were of no use whatever to him” (MSG).

Today, be reminded that God loves you, not for your accomplishments. He loves you because you are his child. Live from that reality today.

Peace be with you!

Setting Up Your GTD System in Evernote

An Efficient GTD System

Back in the spring I was looking for a way to have an efficient GTD system (GTD is shorthand for the Getting Things Done approach to productivity developed by David Allen) that I could access across all my devices (Desktop, Laptop, iPad, and iPhone).  I investigated several options, experimented with a few, and finally decided that Evernote was the answer.  So at the beginning of the summer I transitioned my GTD system to Evernote.

Setting Up My System

Here’s what I did to set my system up.

1.  I read Michael Hyatt’s posts on Evernote over at michaelhyatt.com.  By the way, if you do not follow Michael Hyatt’s blog, you should.  It is one of the most helpful blogs out there.

2.  I purchased Evernote Essentials.  This is a must read if you are new to Evernote.

3.  I installed Evernote on all my devices.  Evernote Essentials can guide you through the set up process.

4.   I created the five notebooks (CTRL + SHIFT + N) that form the guts of my GTD system.  (I intend to talk more about the intricacies of how I use these notebooks in future posts.  Keep checking back for more information.)

  • Action Lists – This is where I keep my next actions by context.  Currently I use the basic GTD contexts: @Calls, @Computer, @Online, @Office, @Home, @Errands, @ Waiting For. I have added one called @MDIV to help me track my Wesley Seminary course work.
  • Agendas – This is a series of notes titled with the names of people, teams, boards, and committees that I work with.  This is where I keep ideas, thoughts, and agenda items that I want to be reminded of when I with those people.
  • Horizons of Focus – This is where I keep information related to my life purpose, personal vision, goals and objectives, and areas of responsibility.
  • Lists – This is where I keep my weekly review checklist, reading queue, Someday/Maybe list, travel checklist, “next time in”, and “might want to” lists.
  • Projects – This is where I keep a current list of all the projects I am committed to.

5.  I created a notebook stack and named it GTD.  This makes it easy to view all of the items in my GTD system within Evernote.

This system has worked beautifully.  It has given me a ubiquitous capture tool for recording thoughts, projects, and next actions as they occur, since I am near one of my devices pretty much all the time.  It has also allowed me to work productively in different locations (office, home, traveling, coffee shop, etc.).  And the best part is that Evernote is free, so I am being productive and frugal at the same time.

How Can I Be Helpful to You?

If this post has sparked an interest in GTD or Evernote, please leave me a comment below with your thoughts or questions.  Let me know how can I be helpful to you in setting up your productivity system.