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Hacking Mail and iCal for GTD

posted on 6/24/09 by Meghan Wilker

GTD stands for "Getting Things Done" (the title of David Allen's first book) and has become a shorthand way to refer to his methodology. You can read an official explanation on his site.

In a nutshell, GTD is a way to get control of all the things you need to get done by getting it out of your brain and into a trusted system. My favorite line from the What is GTD? web page is, "The only "right" way to do GTD is getting meaningful things done with truly the least amount of invested attention and energy." Sounds great, right? And it really does work.

A few weeks ago, I blogged about my amazing experience with GTD because of a tweet. That post led to conversations with Kelly Forrister, a coach with the David Allen company and, ultimately, an invitation to be interviewed by David Allen for the In Conversation series on GTDConnect. I KNOW, RIGHT?!

One of the things that came up in talking with both Kelly and David was how much of the dialogue online about GTD is led by men. And yet, there are plenty of women who use it with great success. So, I figured — why not blog about it? It's not directly related to technology, but I think it's a relevant topic for busy people. And everyone I know is busy people.

So, here goes!

What is GTD?

I don't want to spend too much time on the question of what GTD is because lots has already been written on that topic elsewhere. If you don't know what it is, davidco.com and gtdtimes.com are good places to start. I'd highly recommend getting a copy of the book, Getting Things Done, and reading it twice. Once just to get the ideas into your head and the second time to actually follow the steps outlined. Seriously. Read it twice (it's a quick read). Then come back and read this post.

One of the things that appealed to me when reading Getting Things Done was that it wasn't trying to sell anything. You didn't have to buy a certain kind of planner, or device, or software. It's a methodology that can be applied using a paper and pencil or the latest technology. Whatever works for you.

My System

So, what works for me?

When I started implementing GTD about four years ago, I was working on a company PC. I configured Outlook (as outlined in the GTD and Outlook whitepaper) and everything hummed right along. Three years ago, I left that job and transitioned to a Mac. Suddenly, I was adrift without a system and I ended up falling into a trap that I think a lot of GTD practitioners (and geeks) fall into: I started over-analyzing my needs and evaluating software to the point that my system stopped working very well. I tried Backpack, Remember the Milk, OmniFocus and a score of others.

Finally, I decided the best approach would be to figure out a way to bend the applications I already use all day, every day to my will. Namely, Mail and iCal. Why? Because my big issue with all of the software I looked at was that it was another thing to deal with: a web page I had to visit, an app I had to open. It was either too big a hassle or I would totally forget. So, I set about to make Mail and iCal my "system."

1. Email

I have nine email addresses that I monitor regularly (work, Geek Girls, gmail, etc.). Using IMAP, I check all my email addresses in Mail. I can go through them at the Inbox level, or I can toggle the main Inbox open and see messages in each individual Inbox. Nice! If you have multiple email addresses (and these days, most of us do), I'd highly recommend configuring them to all go to one or two places (perhaps one for Work and another for Personal addresses).

I also have Facebook messages and Twitter DMs emailed to me so I don't need to remember to check my Facebook messages and so I won't miss any DMs sent via Twitter. With those added on, I have ELEVEN "inboxes" down to ONE. Nice!

Beneath the Inbox, I have subfolders for Action, Waiting For and Someday/Maybe items.

I also have a series of folders set up for Reference emails (stuff I want to keep but I don't need to do anything with). For work emails, these are organized by client and project name. For personal emails, I don't need to parse things out with the same detail, so I have one Personal folder where messages can be archived after I'm done with them. (I can always use Search to find stuff there if needed.)

2. Lists

A big part of GTD is keeping good lists: Projects, Someday/Maybe, Agendas, Waiting-Fors, etc. I use Notes in Mail to keep those lists. But, Mail then buries those lovely lists down in a section called Reminders and also allows for Notes by Inbox. Yuck. Too complicated. To make this simpler and cleaner, I set up a Smart Mailbox called Notes. Any Notes — from anywhere in Mail — are filtered into this Smart Mailbox:



Another important set of lists is your to-dos by context (@home, @work, @calls, etc.). This is where iCal comes in. Mail doesn't allow for categories on To Dos -- but it does allow for To Dos to be associated with a calendar. So, I simply created "ghost" calendars called @home, @work, @calls, etc.). Technically, these calendars show up in iCal, but I uncheck them so nothing shows up. They exist only as a way to categorize my To Dos. Then, I created Smart Mailboxes that filter these To Dos by context:

All of my Smart Mailboxes (To Do lists by context and Notes) are right below my Inboxes for easy access (Mail allows you to drag and drop your items in the left pane into the order you prefer):

3. Calendar

Another big part of GTD is the "hard landscape" — what do I HAVE to do on a certain day, or at a certain time. I have multiple calendars in iCal that I can use to keep track of dates and filter as needed: personal, Trixie (my daughter), Theo (my son), and family. My work calendar is managed using a different calendar system than iCal, but luckily that system has an RSS feed. So I subscribe to my work calendar in iCal — which allows me to look in ONE place to see everything I need to do. My husband uses Google calendar — which also has an RSS feed — so I subscribe to his calendars as well. So then I'm aware if he has an early-morning meeting that may affect our routine or is scheduled to be out of town on a day when I may have to travel for work as well. Since I set up my system before Google unveiled the ability to sync calendars, I bought (and still use) a little app called BusySync that allows me to add new events in iCal. (So, if I add something in iCal, it updates Google, which updates the calendar feed which means my husband's view of the calendar stays up-to-date, too!) In an extra bit of handiness, any birthdays that are in my Address Book are also displayed on a calendar so, assuming important birthdays are IN my Address Book, I don't forget to buy and mail cards.

So, with all of that I have EIGHT calendars all displaying in ONE place. And each calendar has a different color — so when I see "Dr. Appt" I know immediately whether that appointment is for me, my husband or one of my kids.

So, while it took me a little bit of time to get this all set up, now that it's up and running it takes very little time to maintain. To add to or edit one of my lists takes seconds. And I like using it. That's key: if what you're doing isn't fun and easy — you won't want to do it.

Plus, it's portable. Most of what I've listed above syncs to my iPhone. The only things that don't make it over are my To Dos, but I can live with that. (And if I need a quick list to take with me to the store, an index card and a pen come along for the ride.)

Whether or not you "do" GTD, think about what tools you are using every day, and how you could streamline them to make life easier. And if you're interested in my ninja advice on using calendars, check out this blog post.


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33 Comments:
33 Comment:
Comments:
(1) On June 25, 2009, Author Editor says:
That's very cool.

My system, which I stole from you to a large degree, is very simple. I have one TODO mailbox and one Archive mailbox. Every message is either deleted or sent to TODO or Archive. I send myself email for todos that aren't otherwise represented in my inbox. If it's ain't in TODO I don't do it. The beauty is that INBOX=0 most of the time so in the worst case scenario I at least know what I am not doing!
(2) On June 25, 2009, Author Editor says:
Oh, very neat!!! I like this approach. It is so simple - and no simpler than is needed.
(3) On June 25, 2009, Author Editor says:
This is very elegant and interesting. Could you explain, though, how you handle lists of projects, and project planning? Thanks for sharing, David
(4) On June 25, 2009, Author Editor says:
I do it similarly in Mail, but in iCal, I use a whole set of calendars that I never put in a calendar event for. I only put my to-dos there - so I have one @waiting, @next action, @someday, etc. And I put all those things there. This then links with my to-do list in my Palm Centro, and I can continue to take it with me easily. I've been following this for about a year now and it seems to work well.

Nice job.
(5) On June 25, 2009, Author Editor says:
David:

All my lists are in Notes -- so that Smart Mailbox for Notes contains my Project List, Someday-Maybe Projects, Agendas, etc.

For project planning, I generally have separate files in a version control system we use at work because I have many team members that need access to documents like timelines, etc. So, my project planning usually ends up as a To Do on one of my lists (create timeline for X project, write management plan for X project, etc.), the Project itself is on my list of Active Projects (aka a Note), and when I do my weekly review I can ensure that I have a Next Action for that project. Additionally, as a project manager, I usually have one day a week where I do a status on each of my work projects and update the team.

For personal projects, the process is a bit looser -- the project planning phase might just be my husband and I talking about how we're going to tackle some house project and jotting down my notes on it, or doing a brain dump on my ideas for my kid's birthday party. Then I throw those notes into a folder and attack the project from there. As long as it's on my Project list I know I'll at least do one thing a week on it (which for Personal stuff is usually okay).

Does that answer your question?
(6) On June 25, 2009, Author Editor says:
Rog:

You're right -- if I included my "ghost" calendars in my sync, my To Dos would end up on my iPhone. But, when they don't have a due date on them, how do they display in iCal?

I'll give that a try and see...great idea!
(7) On June 26, 2009, Author Editor says:
This is such a gift! The issue for me will be whether the smart mailboxes show up on my iPhone - before the iPhone I used iCal for my context NAs the same way "rog" explains, but they don't transfer to iCal on the iPhone, so now I'm using Omnifocus. But I LOVE the idea of not having any other apps besides Mail and iCal. Thank you for sharing!
(8) On June 26, 2009, Author Editor says:
Nice idea. I tried something very similar when Leopard first came out and the To Do's and Notes appeared in Mail. But I found it highly unstable. I would set it all up but after awhile things would get lost. I tried to put my Smart Mailboxes in Smart Folders but they wouldn't go. I also found the To Do check lists you can use in Mail would stop being check lists after awhile. I searched the Apple Discussion boards and found people with similar issues. It could have been the IMAP server I was using I guess.

I'm glad you are having success as I think the idea of GTDing in Mail where (at least for me) most To Do's seem to happen is a good one.
(9) On June 28, 2009, Author Editor says:
Thanks, Meghan, for answering re projects. I was curious whether you'd set up some way to automagically pull together all the tasks for a single project that are in different contexts, but I take it this is hard.
(10) On June 28, 2009, Author Editor says:
Neat system! Congrats!
Too bad Apple does not have true mobile managing of ToDos. I also have work, personal and family calendars to get into every day, but I am on the go most of the time. Women are more "errands" than men... :)
You said you can deal without your ToDos away from the computer, but I can't :( I really missed this feature when I got the iPhone, as I've had many Palms and Pocket PCs before.
I chose OmniFocus to deal with Actions and Projetcs and it works also with Mail. And now I have everything mobile :)
(11) On July 1, 2009, Author Editor says:
How beautiful of you.
(12) On July 1, 2009, Author Editor says:
I love how you set up Notes in Smart mailboxes. But since you can sync Notes to the iPhone with the new iPhone 3.0, don't you think it's better to use Mail Notes in Reminders.

I list my Outcomes for the week in separate notes, with action lists in the note. Then I sync the note to my iPhone.

When Apple updates the software, it's an opportunity to tweak our "extended-mind" systems.
(13) On July 2, 2009, Author Editor says:
Donna:

Whether Notes are accessed/managed in Reminders or in Smart Mailboxes, they will sync to the iPhone (thanks to the latest software update).

Yay for flexible systems!
(14) On July 2, 2009, Author Editor says:
David,

Re: automagically pulling in tasks and projects.

For me, the cost (how "hard" it is to either set that up, or maintain it) vs. benefit (having all my tasks associated with a project) just doesn't add up.

If that feature is really valuable or necessary for you, my setup is probably nod idea.

The task-project association seems to be one of the big selling points of OmniFocus. And I know lots of people who happily use that -- and who really need that task-project association to feel good about their system.
(15) On July 8, 2009, Author Editor says:
I too like your system, but want to ask how you've found the best way to enter in new calendar items if you're not in Calendar mode? Also, do you send emails to yourself to trigger NA's or items to be reviewed/processed later, or does that go into another format (ie - paper).

I ask b/c I'm trying to figure out if implementing a system as you've outline here is going to work for me and my needs, or if involving a webbased app (RTM) with hotkey triggers (Quicksilver to add to it in any program I'm in) is best.

What do you think?
(16) On July 30, 2009, Author Editor says:
Thank you for your ideas. I changed over to mac when Vista hit. Now I love it. But, so many programs leave Mac out. I have just been looking at Ready-Set-Do (RSD). Do you have any comments on this? It really follows GTD's format.
(17) On August 2, 2009, Author Editor says:
Great article - thanks for all the tips - just shared this on FB and twitter. Going to start using smart mailboxes right away!
(18) On August 17, 2009, Author Editor says:
Great system Meghan, I do something very similar.

One difference is I utilize the smart mailboxes for my @Action, @WaitingFor, & Someday/Maybe.

I reply or forward the email from my inbox (reply keeps the person's email but also is prone to premature replies, forward keeps attachments download-able). From there I change the subject to be more straightforward and understandable and put a "code" at the end (@na = Next Action, @wf = waiting for, s/m = Someday/Maybe).

The smart mailboxes pull from the drafts folder with the specific subject endings. I then file the original email without losing my action item. Also, once the item is completed, I simily delete the email draft.
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