See a newer version of this post with video at: GTD Basics – Methods for Clarifying Actions and To Dos in LifeTopix
LifeTopix and My.Agenda are personal organization apps for iPad, iPhone, and iPod touch. Both apps are especially useful for those who utilize David Allen’s Getting Things Done® (GTD) method. We’re constantly incorporating features that are useful for GTD, and we enjoy sharing our best practices for using these features. In this post, I’ll show you how you can use LifeTopix for the Processing Phase of GTD.
What is GTD
If you’re not familiar with GTD, it’s “the groundbreaking work-life management system by David Allen that provides concrete solutions for transforming overwhelm and uncertainty into an integrated system of stress-free productivity,” according to David Allen’s website.
Allen lays out five key phases of the GTD process, which include 1) Capture/Collect, 2) Process, 3) Organize, 4) Review, and 5) Do. This post focuses on the Process Phase of this workflow and describes the many ways that you can process your collected items.
What is the Process Phase in GTD?
In an earlier post (Best Practices for Getting Things Done — Capture and Collect), we discussed using LifeTopix to capture everything that’s floating around in your head. Once these items are in your trusted system, they need to move to the next stage of the workflow, which is Process.
During the Process Phase, you define each item collected as actionable or non-actionable. Non-actionable items are reference items or items that you can delete. Actionable items can be further defined in LifeTopix as described in this post.
Generally, those who follow the GTD process take an hour or two out each day to perform the Process step.
How do you use LifeTopix to Process?
During the Process Phase, you define each item collected as actionable or non-actionable. Keep in mind that LifeTopix is very flexible so you’ll find that you can create objects and categories that are suitable for the way that you work.
The following diagram shows the choices for the Process Phase in LifeTopix.
Non-actionable items include items that you cannot or will not act upon. These might be objects that are not important, not your responsibility, or items for reference — such as background materials in the form of notes, document files, audio, or video. These items might never make their way into LifeTopix in the first place and generally reside in your email or voicemail inboxes. If you find non-actionable items in LifeTopix during a review, you can easily delete these items if they’re no longer needed.
LifeTopix includes features enabling you to organize your important reference materials. For example, you can associate local files; checklists; bookmarks; audio; photos; videos; notes; shopping items; and online files from Dropbox, Google Drive, SkyDrive, Evernote, Toodledo to projects so you’ll always be able to find reference information associated with your actionable items.
Generally, during the process phase you focus on making decisions, rather than completing actions; however, if an item can be completed in two minutes or less, then you can go ahead and act immediately.
Items To Do Soon or ASAP
During the Process Phase, you decide which tasks to do right away and soon. If you would like to learn more about prioritizing when using LifeTopix, see Best Practices for Getting Things Done — Prioritizing Tasks in LifeTopix.
LifeTopix to-do lists (checklists) are very suitable for small items that you wish to complete soon. If you’ve defined projects with associated tasks in LifeTopix, you can choose to complete the next action that helps you complete the project. You can define to-do lists on the fly directly in the Agenda view or you can define a task list. Task lists can include dates if you wish to view them in your Agenda or on your calendar. In addition, you can choose to use online tasks from Asana, Toodledo, or Google.
Items With Dates and Times
Many objects in LifeTopix can include dates; however, generally when using the GTD method, calendar items should be used for objects that occur at a fixed place or time, such as meetings, doctor’s appointments, or social events. The LifeTopix calendar is the logical place to place these items. Simply tapping the plus sign allows you to add events you’re attending, events you’re hosting, appointments, reminders, occasions, and device events. With LifeTopix, you can also use your online calendars (such as your device calendar, Outlook, or Google calendar) and manage those items via LifeTopix. LifeTopix becomes the central place for viewing multiple calendars.
Ticklers, Items You Wish to Defer, Items To Do Someday
Items without a clear due date, items with a due date in the future (ticklers), or items that you wish to do someday (such as learn to speak another language) can be placed in the Quick Inbox as a holding area. These items should be reviewed often.
Alternatively, you can create tasks (as task lists) or as a part of a project in the LifeTopix Tasks + Projects topic. These tasks can remain undated and you can review them regularly.
In LifeTopix, projects can be used for just about anything you dream up. You can create any type of project for work or your home and tag the project with an appropriate user-defined context tag. For example, in LifeTopix you can create Health projects; Event projects (for a wedding, graduation, etc.); Education projects; Work-related projects, and more.
For items you wish to delegate, you can email them directly from LifeTopix to the recipient and he or she can open them directly in their LifeTopix app on their device from their email inbox. The ability to share is available for Projects, Trips, Notes, Tasks, Shopping lists, Checklists, Visits, Events, and Appointments. Another option for sharing includes using a shared Dropbox account with team members or family members and using Cloud Sync. And if you wish, you can use Toodledo or Asana for your task management, which allows you to share with team members.
GTD is a great system for managing your busy home and work life. If you’d like to know more about best practices using LifeTopix for GTD, refer to the following posts:
Best Practices for Getting Things Done — Prioritizing Tasks in LifeTopix
Best Practices for Getting Things Done with LifeTopix Categories and Contexts
Best Practices for Getting Things Done — Capture and Collect
Best Practices for Getting Things Done — Master Organizing
Best Practices for Getting Things Done — Doing Phase
Best Practices for Getting Things Done — Weekly Review
Please comment on how you use LifeTopix for the Processing Phase.
GTD® and Getting Things Done® are registered trademarks of the David Allen Company. LightArrow Apps are not affiliated with or endorsed by the David Allen Company.