IQTELL’s virtual workspace: productivity heaven?

This post, dear reader, commences as a tale of mystery. A dark tale of late night tweets and skype calls across the continents. It all started with a tweet inviting Ozengo to become a beta tester for something called ‘IQTELL’ and proposing ‘a private session’. Now Ozengo knew about cold calling, but was new to the world of cold tweeting. Or should that be #coldtweeting? Anyhow, Ozengo’s curiosity was piqued sufficiently for him to fire up his trusted mac to unleash some serious research upon this whole IQTELL proposition.

It turned out that the IQTELL crowd claimed to have developed ‘a single, fully integrated application that allows you to manage all your needs‘. Ozengo’s initial response was one of scepticism. Most things that sound too good to be true are just that. However, it being a cold and rainy saturday morning in Melbourne, Ozengo looked further afield and came across consistently positive comments about this fledgling beta on user forums. Could this be true, a browser-based application that provided integration with your email, calendar, contacts and Evernote? That was steeped in David Allen’s Getting Things Done® (GTD®) methodology and fully customisable?

Having signed up as a beta tester, Ozengo set to work, quickly and methodically, and this is what he discovered:

Continue reading

setting up a GTD workflow: evernote or zendone?

One of the core principles of David Allen’s Getting Things Done™ (GTD™) approach to task management is that you need a ‘trusted system’ for capturing all the information, ideas and tasks that come your way. Evernote is eminently well-suited for the ‘collect’ phase of the GTD process: it provides an intuitive, versatile and robust repository for every shred of information that you may wish to collect, whether that be a business card, a recipe or a web page. You can sort your information in folders, tag individual items and retrieve your information thanks to a lightning-fast search function. Evernote is zenlike in its simplicity, but can it be adapted to support the more complex phases of a GTD workflow? Will it help you process all this information, organise tasks and review priorities? Can it help you to get things done? Or are you better off co-opting a custom-built application like Zendone, which was designed to provide a task management overlay to help you work with the information stored in Evernote?  Continue reading

getting things done with gqueues

GQueues is an attractive and powerful online task manager that integrates with your Google account. Its colourful and easy to use interface is built around folders that contain lists of tasks (called ‘queues’). You can drag and drop tasks, tag them and add notes or due dates. GQueues is highly customisable and can be set up to support a Getting Things Done™ (GTD™) workflow.

The ‘lite’ version of GQueues is free and provides enough functionality to be used for individual task management. The paid version costs $25 per year and adds full team collaboration, integration with Google Calendars and access to mobile versions for the iPhone and iPad and Android phones and tablets. Continue reading

set up a project template in omnifocus

No matter how varied our lives, most of us can probably think of a series of tasks that we need to repeat from time to time. This could be a standard process for providing information or a service to customers, the steps required for making your favourite recipe, or even just a list of things to pack for your next trip or holiday. A ‘project’, after all, is nothing more than a group of related tasks.

In this post I want to show you how easy it is to set up a project template in omnifocus. Once you have mapped out the tasks that make up your project, you are only one right-click away from turning it into a template that you can use over and over again. Continue reading

what do you want from a to-do app?

Fools rush in, they say, where angels fear to tread. I thought I would create a diagram, using XMind, a free mind-mapping program, to ‘shortlist’ selected task management programs from a couple of user perspectives.

There are no winners: most of the listed apps have the capacity to boost your productivity enormously. Choosing a productivity app is largely a matter of personal preference – you have to feel comfortable with how data are entered, with the views on offer, with the workflow and the colour scheme. Some of that takes time; an app that dazzles you in the first week may feel suffocating and uninformative once it needs to handle a couple of hundred tasks.

You can question many aspects of my diagram. For example, most of the listed apps support various degrees of customisation; I have only listed omnifocus, gqueues and toodledo as being extraordinarily versatile in that area. For ‘bug free’ I have set the bar equally high.

There are also gaps in my diagram. I have not included apps that I have never explored (call me traditional), nor apps that are primarily geared towards note taking (such as evernote, that swiss army knife of productivity) or team collaboration (such as basecamp or flow). I have not included other parameters, such as whether file attachments are supported. There is only so much that will fit on a page.

My aim in posting this is not to provide complete or authoritative advice, but to provide a couple of pointers for people who are trying to find a task management app that may work for them. I would appreciate constructive feedback!

toodledo: weird name, solid app

In my student days, back in belgium, the citroen ‘deux chevaux’ (two horsepower) was known as the ‘ugly duckling’. It was weird and quirky (with the gear stick in the dash rather than on the floor) but it was cheap and reliable, a solid workhorse.

Toodledo is the 2CV of productivity apps: not much to look at, but it won’t let you down and has a lot of surprises under the bonnet.

To start with, toodledo is fully compatible with the ‘getting things done‘™ (GTD™) approach developed by david allen. Projects, contexts, priorities, tags, status, due dates, filters, locations – it is all there. It is also highly customisable: if you want to run toodledo as a simple task list, you can. If you want to track the time a task is due rather than just the date, or track how much time you have spent on a task, it will let you do that too. You just choose in ‘settings’ which fields you want to use and you can always revisit those decisions. Continue reading

integrate evernote with your to-do list

Most to-do lists nowadays provide the capacity to attach a note to a task. These notes can vary from a couple of lines to extensive web clippings or file attachments. The gold standard these days seems to be whether the productivity app provides integration with evernote. I will look briefly at four that do: omnifocus, nirvana, nozbe and zendone – although ‘integration’ seems to mean something quite different in each case.

A word of warning: this is a rather dry, technical post and if you would rather bail out now I am happy to direct you to a very funny post by a fellow blogger who recently shared his anxieties about niches, target audiences, flagging readership and the like. I can relate to that – my WordPress country stats show me I am yet to make headway into South America, China, Africa and Iceland. Most places, actually. Where are you folks?

If you are still here, thank you. Here we go: Continue reading

ozengo’s productivity principles

Zen is not commonly associated with productivity. However, as a western buddhist working in a large organisation I was able to draw on the clarity, simplicity and integrity that  characterise zen in refining my work habits. Other sources of inspiration over the years were stephen covey’s seven habits of highly effective people (1989) and david allen’s how to get things done – the art of stress-free productivity (2001).

The list below shows what works for me – some steps, strategies and workarounds I have developed for tackling complex projects.

articulate your vision

  • think big, describe what your dream looks like, where you want to be in five, ten years’ time
  • do not let your thinking be constrained by current practices, resource constraints or technical difficulies at this point
  • once you are satisfied with the vision you have articulated, embrace it and and start living accordingly

translate your vision into a broad plan

  • identify what needs to happen for your vision to become a reality
  • start grouping these change areas into domains (for example, research, skills or product development, strategic alliances)
  • identify opportunities for learning and collaboration for each of these domains (for example, online research, formal study, finding a mentor, informal networking)
  • do a ‘skills audit’: can you do this by yourself or within your current team configuration?
  • identify your personal supports: who is already on your side; with whom can you share your progress and frustrations?
  • talk to people – they may come up with great suggestions or point out a ‘blind spot’ in your thinking
  • develop an indicative timeline and costing
  • remember the saying: ‘a vision without action is a daydream; action without a vision a nightmare’

Continue reading

zendone: ‘a beautiful productivity tool for getting things done’

Zendone is an elegant new productivity app that provides seamless integration with evernote and google calendar. It is so new, in fact, that it is still in beta; the version I tinkered with was 0.7.5.

the zendone homepage with its slightly steampunk bumblebee

Setting up your zendone account involves providing an email address and creating a password. You are then ready to use zendone as a straight task manager. The multiplier effect for this app, however, comes from combining it with evernote and google calendars. Preparing your evernote account for zendone integration involves setting up a default folder in evernote called ‘@inbox’ and another one called ‘archive’. The zendone preferences pane and some preloaded ‘tutorial tasks’ guide you through this process. Zendone also creates new calendars in a nominated google calendar: one for each area of responsibility (e.g. work, home) and one for completed tasks.

Any tasks that you create in, or email to your evernote account, appear in zendone’s inbox within seconds. The inbox is where you collect and process your tasks. They can be delegated, allocated to a project and given a context, a tag or a completion date.

elephant meets bumblebee: a task created in evernote shows up in the zendone inbox

The user interface is clean, elegant and logical. A limitation with how you describe tasks is that the repeat function at present only provides ‘every‘ as the frequency option. I would also like to see an option to restart a task from its completion date (you make a mortgage repayment every month but you may decide to clear your gutters after three months). There is also no option to enter task duration (like in omnifocus or toodledo); and the absence of that parameter means that you cannot bring up a list of brief tasks (though creating a context for these could be a workaround). The zendone team appears to be thorough and responsive and I hope that these minor issues can be addressed in the final version.

The next phase in David Allen’s Getting Things Done™ (GTD)™ process involves reviewing and organising your tasks. In zendone, new tasks are added at the bottom of the respective list. I could not find an option to sort tasks automatically by due date, but you can drag and drop them to sort them into an order that makes sense to you. The navigation pane can be hidden from view and you can click underneath a project list to show completed actions for that project.

The zendone ‘review & organise’ pane. Note the filters in the navigation pane on the left.

The main functionality I miss here is the capacity to have nested tasks (as in omnifocus, toodledo and todoist) and the capacity to save project templates or to schedule reviews (as in omnifocus).

The ‘do’ view is again clean and uncluttered. You can choose to see all your priority tasks (marked with a chunky big star) or only those of a particular area of responsibility (such as work or home). You can also filter tasks by context. No demoralising sea of red here: overdue tasks have three discreet red dots in front of them. Two panes at the bottom of the screen can slide open to show recently received and/or completed tasks.

Zendone’s ‘do’ view.

There is much to like here and the app keeps getting better: the zendone team rolled out functionality improvements twice in the four days it took me to review the app and write this post. This is a great app if you want to add a productivity dimension to your evernote and/or your google calendar. Zendone is a delight to use even though its functionality is more limited than that of omnifocus. On the other hand, it is easier to pick up than OF. While omnifocus is fairly expensive to buy, zendone will not be a free app – there is talk about a ‘reasonable’ monthly fee.

Personally, I find using a calendar for task management suffocating (but you can disable the evernote and google integration if you wish). The main dealbreaker for me is that zendone will only run on ‘a modern version’ of chrome, safari or firefox. For me, that means I would only be able to use the app at home. It won’t run in safari on my iPad 2 (OS 5.0.1) and at work the network is still using internet explorer 6 (mordac alert for all you dilbert fans out there).

Finally, I just wanted to make clear that I have no commercial interest in zendone (or omnifocus) and that I am not an expert in productivity apps – just an interested user. And to you folks out there at zendone: congratulations on your achievement and please feel free to post a correction in the comments section if I have misrepresented any aspect of your work.

Update (28-09-12)

Version 0.8.0 of zendone was released in July 2012, rolling out some significant enhancements:

  • actions can now be grouped in the ‘review & organize’ view
  • a ‘next task’ filter enables you to view only those tasks that need to be completed in order to move each of your projects a step forward
  • you can now bring up next actions in the ‘do’ view and decide which ones to add to the starred items of your focus list
  • zendone now has a fast and accurate search function.

You can find more detail about these changes on the zendone blog.

the ten apps of the high-functioning iPad

Over the past few months several colleagues have approached me after they had bought an iPad. Having just shelled out for their shiny new toy, they were in ‘what now’ territory, that electronic no-man’s land between cupertino packaging and a fully customised device. Some had seen me use outliners and project management software (Merlin 2) and they were keen to start using their new acquisition in the work environment. But what to buy; and how to find good stuff on that seemingly bloated app store?

Everyone’s needs are different (truism alert, ozengo), but the following apps would provide a good start for many users who are keen to use an iPad in the workplace. Please note that I am just an ordinary user, not an expert, and that I cannot accept any liability for any adverse consequences resulting from people using any of the apps listed below (such as the IMF accidentally switching to the drachma, or worse).

  1. Dropbox. An online file management system. Key documents uploaded to Dropbox are available across all your nominated computers and devices. Fast, reliable and free (up to 2Gb, with the option of paying for more storage). The most efficient way of getting files on and off your iPad – a must-have.
  2. Evernote. Write notes or capture them in a variety of ways (photo, email, audio, web-clipping). Your notes can be tagged, organised by category and shared across devices. Excellent search function. This incredibly robust and versatile app is another must-have on every iPad and desktop. The basic version is free.
  3. Pages. Apple’s word-processing software, beautifully adapted for the iPad. Use Dropbox and/or email to transfer files back to your desktop. This app handles basic Word documents and costs around $10 – check the iTunes app store for details. A cheaper alternative is PlainText, a beautifully designed free app.
  4. Numbers. Apple’s spreadsheet software, again beautifully adapted for the iPad. The app handles Excel documents (at least the basic flat files that I use) and costs around $10 – check the app store for details.
  5. Keynote. An excellent presentation package. I use it to draft and edit swish-looking presentations  (which I sometimes, reluctantly, have to convert to the drab corporate look). Like the other apps from the iWork suite this one costs around $10 – see the app store for details – and it handles PowerPoint files.
  6. iBooks. This excellent reader, which can be downloaded free from the app store, divides its ‘collections’ into books and pdfs. By going into your iTunes app and selecting ‘add to library’ from the file menu you can upload all sorts of pdfs onto your iPad. My iBooks pdf collection contains manuals, org charts and even a complete Act of Parliament. A favourite trick of mine is to upload my copy of meeting papers as a pdf. More often than not the papers are no longer required after the meeting and I can just delete them, helping to minimise my carbon footprint. If you need the capacity to annotate pdfs, you may want to consider iannotate ($10.49).
  7. You may need a task management app. I recommend Omnifocus (see previous post) if you are a Mac user or happy to use just the iPad and iPhone versions; GQueues if you need a browser-based app alongside your mobile devices or work in a Windows environment. Both apps are reviewed elsewhere on this blog.
  8. I use iThougthsHD ($10.49) as mind mapping/brainstorming software. Nice graphics, powerful yet easy to use and synchronises with Dropbox.
  9. Calling Soulver ($6.49) a calculator does not do justice to this multi-faceted app. It doubles as a currency converter and does all sorts of magical maths stuff that goes far beyond my needs and understanding. However, the most compelling feature for me is its customised buttons for percentage work (such as % of, % off, as a % of and others). You can also save the steps in your reasoning and calculations as neat little files that can be accessed from the navigation pane.
  10. Finally, every working boy or gal needs a good listing app, if only to combat listlessness in the workplace (groan – sorry). I use my checklists to keep track of committee members, meeting papers, recurrent processes, stuff to pack for conferences or site visits and the like. My favourites are Zenbe ($5.49) and CarbonFin ($5.49). CarbonFin is much more than a list program. It is a powerful outliner that can be used as a simple task manager, including basic project management tasks. It synchronises with a desktop version. In spite of this, I tend to use Zenbe more and it is always on my home page. I love them both.

Using the above apps (and MS-Project/Merlin 2) I manage to do all the work associated with three-day site visits for major review projects that I undertake as part of my job, leaving the laptop at home. I do chuck the wireless keyboard in my backpack if I expect to do a lot of word processing.

Update (21 October 2012)

Just a quick note to let you know that Zenbe appears to have gone out of business and that the app is no longer supported.