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Posts Tagged ‘tags’

I’ve noticed that a lot of you are using OneNote for managing projects. I’ve also noticed that OneNote seems to get mentioned a lot within the context of GTD – and seeing as how I have no idea what that means, I poked around and found this defininition:

GTD® is the popular shorthand for “Getting Things Done®“, the groundbreaking work-life management system and book by David Allen that transforms personal overwhelm and overload into an integrated system of stress-free productivity. Sounds like motherhood and apple pie to me – who wouldn’t want that?

It just occured to me that Larry The Cable Guy fans may want to change this acronym to GRD – for GIT-R-DONE!!!

Apparently, GTD embodies an easy, step-by-step and highly efficient method for achieving this relaxed, productive state. It includes:

  • Capturing anything and everything that has your attention
  • Defining actionable things discretely into outcomes and concrete next steps
  • Organizing reminders and information in the most streamlined way, in appropriate categories, based on how and when you need to access them
  • Keeping current and “on your game” with appropriately frequent reviews of the six horizons of your commitments (purpose, vision, goals, areas of focus, projects, and actions)

Then, I thought I’d check around to see if anyone has described how they use OneNote to “get things done” and stumbled upon this great blog post.

Here is: Using OneNote for GTD Project Tracking for your viewing pleasure:

In working with OneNote, I realized that it offers a great solution for people using GTD with Outlook who want to see the status of all their next actions on a specific project, regardless of context.  In fact, it makes a great Project Notes (and project inventory list) resource for anyone.

I created a sample project to show how it could work.  (FYI, I’ve collapsed a lot of menus, notebooks, and lists I normally keep expanded for privacy’s sake.)

First, say I’ve just been on a call with Bob.  With his permission, I’ve recorded it in OneNote, which can search audio files for key words.  I’ve also typed a few notes.  If I click on these notes, it will play the audio that was being recorded when I wrote down any specific word.

My OneNote page might look something like this:

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So, I process the call.  First, I highlight the due date and add it automatically to the “hard landscape” of my calendar in Outlook as an all-day event.  (In OneNote:  Tools>Create Outlook Item>Create Outlook Appointment).  An Outlook appointment window will open automatically that I can add more info to:

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Then, I go through the rest of the notes in OneNote and process them.  By tabbing as I type, I can automatically create a table of next actions and due dates, if any:

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I can do the first four steps immediately, so I turn them into Outlook Tasks, adding them to my Next Actions lists.  By inserting a cursor just before the text on each item and pressing Control-Shift-K, OneNote will open up an Outlook task that I can customize, adding whatever category/context or additional info I need.

Here’s the task I created for Research Acme Industries.  I’ve added the @computer category, but OneNote and Outlook created the rest automatically.  Clicking on the link in the notes section of the task will automatically open my Johnson briefing page in OneNote.

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As I create the tasks from OneNote, the program flags each item that has a task associated with it.  If I left-click the flag, it will mark the task as complete in both OneNote and Outlook.  If I right-click the flag, I can review the status, delete the task, or open it it Outlook.  If I hover over the flag, it will show the date started/date due info.

Here’s what the list looks like once I’ve added tasks to all the actions I can take right now:

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Meanwhile, my Next Actions list in Outlook looks like this.  (I’ve filtered out all my other NAs for these screenshots.  Normally, all my NAs from all projects would appear in their contexts. )

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So, I get to work doing these next actions, checking them off in Outlook like any other tasks as I finish them.  The next time I do a project review, I go back to my project page in OneNote, and I can see at a glance that I’ve completed two of the actions, but I still have two on my next actions list.  If I want to change the status of any of these — converting something from complete to incomplete, for example — I just have to right-click on the icon next to the task.  That will also update my Outlook Task list automatically.

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If I want to add more tasks to the project, I can go back into my table in OneNote and add rows or columns, just as in Word or Excel.  Or, I can simply click in the last box of the table and press Enter to add a new line at the bottom.

I could also create a subproject within a task by indenting within the same box, or move existing tasks into other boxes to create hierarchies.  (Unfortunately, there’s no way I know of to link these hierarchies within Outlook’s tasks automatically.)

Within the list, I can create check lists of things that don’t need to go on my Next Actions list.  For example, in the list below, I’ve put check boxes next to the things I want to take with me on the trip.

Once I get into the project and get more of a sense of the steps and dependencies, my list in OneNote might evolve to look something like this:

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Meanwhile, my next actions list in Outlook still reflects the context view of things that I actually work from:

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That should provide an idea of the extent to which OneNote and Outlook can integrate to support GTD.  Using notebooks, lists, and sections, as well as multiple lists on the same page, those who need a little more project planning and review than a straight list option offers may find what they’re looking for.

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Ok, so, here’s a OneNote feature I did not know about and, I tell you, I am in love with it! Today, I found out that you  can add a checkbox to a note (typically an action item)  and then come back and mark it with a check mark when it’s been done. Read on to find out how much more you can do with Note Tags thanks to the OneNote Tips blog. My boss has no idea what’s about to hit him…. I am going to be “to-doing’ everything in OneNote and assigning it all to him. Because we share Notebooks, everyone will be able to see just how little he actually does around here. Good times!

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Note Tags:

Note Tags are interactive checkboxes Unchecked Tag that can be applied to your notes in OneNote. They can be applied to text, ink, pictures, drawings and much, much more. What’s more, you can search your notebook for any and all checkboxes and filter your search based on the checked status, type of tag, date applied, etc.

You can apply a note tag by pressing <Ctrl + 1>. This places a checkbox on your page. Then you just begin typing or writing your note. If you want to add another checkbox, move to a new location on the page and press <Ctrl + 1> again, then take your next note. Once you’ve accomplished your task, you just click on the checkbox Checked Tag and it marks it as complete.

Tips:

  1. Use the <Ctrl> key in conjunction with the numbers 1…9 to access additional predefined tags.
  2. There are also many other available tags in OneNote:Alternate Tags
  3. If you don’t find a tag that suites your needs, create your own
      • Click View -> Customize My Tags -> New Tag, then give it a name and choose from any of the available formatting options.
Now, let’s say you have multiple projects going on at the same time. So you may have multiple notebooks or sections you use to take notes and track your work. You might be using note tags across many of those notebooks and sections. So, now you want to roll up all the unchecked tags into one easy to see view so you can determine what you have left to accomplish.

To view a list of all your tags click View -> All Tagged Notes.

Tips:

1. To display only the unchecked items, place a checkmark in the ‘Show only unchecked items‘ checkbox’.

Tags Summary
2. To broaden or limit your search scope click the Search dropdown menu then select the desired scope. Group Tags By:
3. To sort the list, click the Group tags by dropdown menu.

4. If you need more context to understand what that note was about, just click on the note in the summary pane and you will be navigated to the page where you originally took the note.

Search Scope

5. You can also create a new summary page of all the tagged notes found in the summary. Click the Create Summary Page button. With the new page you can print out a copy of your to do list and take it on the run with you.

Note: It’s important to understand that when you create a summary page, all the tags that are currently in the Tags Summary pane are duplicated onto the new page.  This means you will have exact copies of these tags and once you refresh the results of the pane, you could potentially be seeing double, (depending on the search scope you have selected).

So, what’s actually happening here?  Well, tags have several properties associated with them, one of which is ‘archived’.  When a summary page is generated, all the original tags become archived, while the new duplicates are active.  Now, generally, this doesn’t really mean anything, other than the behavior described above.  However, OneNote has some tag settings that allow you to utilize this little known feature.

You can cause the original, (or archived), tags to appear dimmed once the summary page is created, giving the appearance of a disabled tag, (even though the tag is still enabled).  To do this, click Tools -> Options -> Tags -> mark Show original tagged notes as dimmed.  By the very nature of the note tags being dimmed, they will be excluded from the search results in the summary pane.  But suppose you don’t want them to be excluded.  Easy.  Just place a checkmark in the Show dimmed tagged notes in the Tags Summary pane of the Tools -> Options -> Tags settings.

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