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Archive for May, 2008

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May 29

Mass-create GTD reference material A-Z folders in Entourage with AppleScript

Certainly I’ am trying to be organised and effective. And certainly one good starting point for this is to be as lazy as possible. And this was exactly what made me think about how to most effectively create my GTD David Allen like A-Z folders in Entourage for my project reference material/archive.

Entourage is pretty unfriendly when you want to create a high number of folders: It’s all mouse click here - mouse click there. Also the newly created subfolder gets selected, so you need to click back on the top-level folder, get the context menu, select “Create Subfolder” and so on.

I use multiple top-level folders, for example:

  • Client Business
  • Internal Projects
  • Company Internal
  • Department Internal
  • Company General
  • General Reference Material
  • Personal
  • Private

I also use numbers in front of the names to keep my desired order, e.g. 010 or 020. Anyway, since I needed A-Z folders in these top-level folders, I thought about writing a simple AppleScript to do the job for me. And here it is:

set folder_list to {”A”, “B”, “C”, “D”, “E”, “F”, “G”, “H”, “I”, “J”, “K”, “L”, “M”, “N”, “O”, “P”, “Q”, “R”, “S”, “T”, “U”, “VW”, “XYZ”}
set folder_name to “Tester”
tell application “Microsoft Entourage”
  set theSelection to selection
    if class of theSelection is folder then
       repeat with i from 1 to number of items in the folder_list
          set folder_name to item i of the folder_list
          make new folder with properties {name:folder_name, parent:theSelection}
       end repeat
    else
       display dialog “You need to select a folder in which you want to create the A-Z subfolders before running this script”
    end if
end tell

Download Entourage Mass Reference Material A-Z Folder Creation.scpt

This is how you use it:

  1. Select a folder inside Entourage in which you want to create the subfolder - can be any level inbox/root or lower
  2. Run the script from the Script Editor or from the Entourage Script Menu

To add this script to the Entourage Script menu by copying to /Users/[username]/Documents/Microsoft User Data/Entourage Script Menu Items. To access it with a hotkey add for example “\cM” at the end of the filename to access it via Control+M

If you wish to separate the VW and XYZ folders edit the folder_list.

May 27

GTD Evening Routine for OmniFocus

When I recently wrote about my Morning Routine that gives me a great, easy and structured start into the day, I’ve mentioned the need to also have an Evening Routine. The Evening Routine makes sure that you can start the next day with 20 minutes of planning using the Morning Routine. As you would imagine, if you leave a mess at the end of the day, it’ll take you a lot of time cleaning it up the next day. As a consequence you would start out looking backward (to the last day) and the first 60 minutes of your day may also ready yield frustration.

Evening Routine Inspector SettingAlso the Evening Routine is part of my concept “leave work at work” - it makes sure you have closed the day out and prepare the key elements for the next day. Hence nothing will bug you in the evening when you spend time with your family - no “I need to think of this for tomorrow” or “Gosh, I forgot to send the doc to Anja - need to do this first thing in the morning” or even “Damn, what meetings do I have tomorrow”.

Taking a look at the Evening Routine you will find similarities to the Morning Routine. However, I’ve designed it slightly different since I tend to have less time in the evening. Usually I run a bit late with some tasks, get a phone call in the last minutes or sit in a conference call that takes longer as planned. As a consequence, and primarily to get out of the office and be on time for dinner, I cut down effort in my Evening Routine.

And this is how it looks like:

  • Bring Entourage Inbox to Zero: Again Entourage is my mail client of (corporate) choice, it well could be Mail.app or Outlook. And again I’d like to bring it down to Zero at the end of the day which would mean I’ve at least looked at all stuff and created tasks where required. My inbox will fill-up again over night since some of my fellow colleagues may either work late or those in other time zones will take care of populating my inbox again.
  • Bring OmniFocus Inbox to Zero: All tasks that accumulated during the day and those creating during my end-of-the-day inbox clean sweep get assigned to a context and/or project - and, if applicable, get some time estimate. Hit “Clean up” in OmniFocus and boom, you’re done.
  • Make sure all documents are in the DropBox: The DropBox, my simple file folder for all the stuff that I need to file away as reference or project material should contain all files that I have created/received during the day. No files on the desktop, all attachments from eMails that are important saved away into the DropBox, no clutter! The actual tagging and archiving is something I do in the Morning routine only, since this tends to steal quite some time that I rather use with my kids in the evening.
  • Decide on top 3 tasks for next day: As simple as this - I scan my ‘Weekly Focus’-Perspective in OmniFocus (more on this in another post) and tasks that I have created during the day and select the 3 most important tasks to work on the next day. That again does not mean I’ am only processing 3 tasks a day (although this can easily happen and is okay) - but I will make sure I do those three
  • Review next day’s calendar: Make sure I know what is cooking next day. An early conference call for which I need to adapt my morning logistics? A customer meeting that required more formal clothing (bring a tie)? A meeting that still needs some preparation (add to the top 3 tasks)? All covered.
Following this routine makes me “leave work at work”, provides “mind like water” and makes sure I’ am fresh and easy for next day at work.
Setting this up in OmniFocus works exactly the same way as the Morning Routine:
  1. Create a new project called “Evening Routine”
  2. Add it to the root level of your project folder structure
  3. Create those tasks important and relevant for you inside the project
  4. Assign a due date to the project that works for you (mine is 6pm since I typically leave the office at 6.30pm)
  5. Mark the project “recurring” in the Inspector (Repeats every day)
  6. Make sure you use the “Repeat from: Assigned date” option so that it become due every day around the same time.
Done. Wondering which standard tasks you do to close your day.
May 14

Daily Scrubbing with OmniFocus

One of the more challenging things about GTD is to get your daily work done. At least a lot of people I’ve seen fell into the organise and plan trap which gets you focussed on having everything planned, in your lists and trusted systems. But making sure you get your minimum done and your system up-to-date on a daily basis is where the rubber hits the road.

I’ve started using to repeating ‘projects’ in OmniFocus to start and end my day with some level of diligence. My ‘Morning Routine’ is repeating itself daily and is due at 8am, when I’ve typically settled myself in the office, had my go at my news sites, RSS feeds and a bit of email pre-screening.

Morning Routine in OmniFocus

Let’s look at the individual tasks in my Morning Routine:

  • Bring Entourage Inbox to Zero: Following Merlin’s Mann Inbox Zero methodology, the first thing for me is to empty my Entourage Inbox following standard GTD parameters. Less than 2 minute answers, quick delegation, hot-key importing of actionable items to OmniFocus, trash to trash, archive FYI/CC mails.
  • Bring OmniFocus Inbox to Zero: After importing all the actionable mail items, I quickly scan through them and make sure each of them has a context, possibly a project and some time associated with it. Hit the “Clean up” button in OmniFocus - done.
  • Tag new documents in DropBox: I use a folder called “DropBox” to drop all documents I receive or create throughout the day. Once a day, well, in the morning, I use Leap to tag the documents. This is required by the type of reference material or archiving system I follow which I will cover in a later post.
  • Archive documents from DropBox: Moving documents from the DropBox to the appropriate folders in my folder hierarchy
  • Review Top 3 actions/agenda for the day: Following some ideas of ZTD by Zen Habits’ Leo I simply scan through all my actions in OmniFocus (pre-flagged for weekly focus) and any meetings/calls scheduled for the day and decide on those 3 that I definitely would like to complete that day.

Surely your morning routine might be different or more comprehsive, but I like to keep it down to the bare minimum and completed in the first 20mins of my working day. So no matter what you need to do, here is how to create the repeating “Morning Routine” project.

Setting up the Morning Routine Project

Setup a new project by using the “+” button at the bottom of OmniFocus left-panel. Best to keep it on the root-level of the Library as you will constantly refer back to it (ideally daily). You may also use the menu item under “File > Add New Project” or the equivalent keyboard short-cut.

Next give it the “Morning Routine” name and add, in the right sequence, all those actions to it, that you want to complete in the first 20-30mins of your day. I would recommend to not go overboard here, since it is very likely that once your day gets going you will be interrupted by calls, meetings, emails or annoying office fellows and consequently fail to complete your Morning Routine.

Once you have all your actions defined, you need to set the reoccurrence of the project and it’s due time using the Inspector in OmniFocus. If you do not have the Inspector open all the time like myself, use the menu “Inspectors > Show Inspectors” or the equivalent keyboard short-cut.

Next select the project we’ve just created. Make sure you have the “project view” in the Inspector and set the reoccurrence to “Repeat every 1 days”. The due date should be the time you are ready for your morning review - in my case it is 8.30am. In the case you run late with your morning routine make sure you set the “Repeat from” to “Assigned date” so that OmniFocus sticks with 8.30am every morning. Otherwise it might simply set the next due date to the time you’ve managed to complete your morning routine.

That’s it. Pretty simple, but keeps you on track every day. Would be great to see which actions you have in your morning routine. This typically delivers a lot of inspiration for other people.

 

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