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Get It Done Setup

January 28, 2011 | 3 Comments

I wanted to share an email I sent today to someone who was asking how to use Get It Done for their particular case. Many of you might find it useful:

Mike,

I need help in determining how to best use the app. I have numerous tasks and projects. From the Allen book, I was thinking about the follow categories: Two broad categories for Professional and Personal. Within these two domains, structure the following areas…Computer work; Telephone Calls; Errands; Office; Someday; Reference; Delegated; Waiting For

I have numerous complex projects for which I am responsible, including dissertations, research projects, manuscripts, and other administrative responsibilities. I am trying to organize my emails in the same fashion that I will set up my system in Getitdone. Help!

In your case I would do the following, I will start with the most broad category and then move down from there:

Create 2 ‘Areas of Responsibility’. Areas are the broadest category and when you are in a particular Area you will only see tasks and projects pertaining to the particular Area.

http://getitdoneapp.com/blog/areas-of-responsibility/

  1. Professional (or Work)
  2. Personal (or Home)

Within each Area you can further separate your tasks into projects. Projects are a group of tasks that need to get done to accomplish a particular goal:

http://getitdoneapp.com/blog/how-to-manage-projects/

Some projects in ‘Work’ Area might be:

  • Telephone Calls
  • Office
  • Computer Work
  • A particular research project or manuscript or dissertation (each individual one will be it’s own project)

Some projects in ‘Home’ Area might be:

  • Errands
  • Shopping list

Projects are set up so that each individual Project will have its own Inbox, Today, Next, and Someday folders. This is done automatically. To learn about these focuses:

http://getitdoneapp.com/blog/how-to-use-get-it-done-to-get-organized/

If you are ‘Waiting for’ or ‘Delegating’ tasks to someone else you should set up different People. I set up People with the following names:

http://getitdoneapp.com/blog/sharing-tasks-with-people/

  • Waiting For (a general waiting for bucket)
  • Reference
  • John
  • Bob
  • Ania

If that particular person has a Get It Done account they will see the task in their Inbox, if they do not have an account it is a general bucket for your own records. If you enter an email address they will be sent a message asking to join Get It Done.

Tags are an even finer way you can organize your tasks. A few ways you might use tags:

  • In any project you might have tags such as ‘Urgent’ to filter tasks that need to get done soon
  • In Shopping list you might tag task as ‘Supermarket’ or ‘Clothes Store’ so you can quickly filter the list
  • In a particular ‘Manuscript’ project you might tag tasks as ‘Chapter 1′ or ‘Introduction’ to see what tasks need to get done for a particular section
  • Some people simply use tags such as ‘High’, ‘Low’ to set a priority.

Tags are very flexible and might be different for each project.

I think this is a good starting point for you. The system is very easy to use once you dive into it. You should probably start setting up the app in a fashion similar to this and if you have any questions let me know.

3 comments so far to “Get It Done Setup”


  1. Mikki Barry 25 Jul 2011

    This is a great idea, and I would really use it, except that I need to have the actual files that are attached to my notes on Evernote in order to have a truly useful to-do list. Is there a way to do that?


  2. Ron 19 Aug 2011

    I just started Getitdone and it looks promising. One problem that I am having is that if I choose and “Area” it won’t allow me to put the task in a project. Similarly, if I choos a project it does not allow me to choose and area. This seems contradictory to the “Getting Things Done Setup” description above. Is the program suppose to work the way I describe? If not, how do I fix this? Thanks.


  3. Mike 'Get It Done' Staff 20 Aug 2011

    If you change the Area in the Add Task dialog we only show the projects that are in that Area, this is because a task can only be in one area. I think this is what you might be seeing.

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