How do you review projects and tasks? I’m asking because my daily/weekly review process hasn’t changed much since paper planners and David Allen’s flavor of GTD, but it has to adapt to the tools I’m using. I’m not a SkedPal newbie but I’m not a pro either and learning how others review and use SkedPal to review is helpful.
My current tools are SkedPal, Google Calendar, Todoist, Google Assistant, a pocket notebook, and a desk inbox:
- I use voice input to Assistant to create reminders when I can’t write or type.
- I capture to my notebook when I can’t or won’t use my phone, e.g. I’m talking with someone in person, or data is coming so quickly that I can only capture snippets to expand later.
- I use Todoist to capture via my phone, and for recurring tasks with schedules that SP doesn’t support, e.g. “The first Tuesday of every month.”
My daily process is quick: capture all new data in notebook, todoist, and gmail into SkedPal and review the Focus filter, ignoring the Later group unless I have a light schedule, and only glancing at the Someday group.
Weekly is a deeper process every Friday morning. I have a Weekly Review project in SP with recurring tasks in this sequence:
- High Priority filter
- Calendar (current week and next)
- Phone log (past 7 days)
- Gmail (receive and sent, past 7 days)
- All tasks in Todoist
- Process desk inbox to SP
- Hold folder (paper supporting upcoming tasks)
- Backlog filter
- Hold filter
- Focus filter
I’m motivated by clicking done but not what I’ve done so I don’t review Completed projects/tasks.
How do you capture, and review with SkedPal?2 years ago cdkennedyParticipant
I use Noteshelf and an Apple pencil with Ipad Pro for notes
I dictate into Drafts App as a basic capture tool
I capture my tasks into Things.
I only use Skedpal for scheduling my tasks.
At the beginning of the week I tag items in Things I want to work on this week.
Each day I go to Things, transfer items into Skedpal and schedule them.
I do my weekly reviews in Things.
A lot of duplication, but I find Skedpal is not nimble enough to handle quick task entry, but when things get really busy I need Skedpal to help me create a plan.
I think of Skedpal as my Executive Assistant who I sit down with each morning and go over what I hope to get done and we slot it all in!2 years ago SethParticipant
Have you tried Asana? How do you compare its task capturing/creation with your existing tools (Things or Todoist) ? I’m asking this because we have a native integration with Asana that eliminates all the duplicate work.
Alternatively, have you considered Zapier to push your tasks to SkedPal?2 years ago FrancisParticipant
I initially capture/enter tasks on both mobile and desktop platforms but prefer to do so in Google Keep. It’s just a matter of speed.
Once entered in SkedPal I use it for all central task storage and manipulation. I have appointments in Google Calendar but if I am in a hurry, I will timeblock the task in my calendar.
If there were a light versuon of SkedPal for task entry and calendar rescheduling, I’m sure I’d use it.
- This reply was modified 2 years ago by Francis.
@saied Asana’s task capture is OK, nothing great. But there’s a big roadblock to using it… they have a 5 seat minimum. For a 1 person team like me it’s $375 / year (or more if paid monthly.)
Todoist has the best capture parsing I’ve seen in all apps.
I use a zap to create an SP task for new Github issues. But Zapier doesn’t work for recurring tasks in TD because the subsequent tasks don’t trigger the new task zap. I’m guessing that TD simply updates the date.
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