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My TD Set Up - Gmail, Evernote, Moleskine notebook



AuthorMessage
rsfx

Posted: Mar 17, 2012
Score: 0



Hi everyone,

Thought I would share my setup with you in case anyone had any useful suggestions.

General
I am trying a flavour of GTD, which is reflected in my set up.

Email
I am relying on TD for my main GTD inbox for all my 'Stuff' - this also applies to email. I have set up my work GMail address to forward all mails to my TD account as soon as they are received.

Within TD, I have set up a saved search called 'Inbox', which is all tasks without a context, status or folder. I check this 2-3 times each day, processing all my tasks directly from the email content inside TD. If I need to reply to an email (for a task that will take <2mins), I will load up GMail inside the browser and do a quick text-based search for the sender and respond there and then. Otherwise, I will brainstorm any next actions and organise them accordingly.

Evernote
Evernote is another GTD inbox for 'Stuff' - not quite as important as TD, but great for capturing photos of whiteboard sessions, posters, voicememos, meeting minutes etc. It also is used as my Reference system, due to its brilliant indexed search and OCR functionality (even with my terrible handwriting). If I find an email in my TD inbox that needs to be saved for reference, I locate the email and send it to Evernote for filing. It would be great - no, brilliant - if I could synch my Evernote notebook stacks with TD and add items marked 'Reference' to these stacks automatically!

Moleskine notebook
Sometimes it's only appropriate to use a pen and paper. My trusty Moleskine performs very well in this role. Fitting nicely into the pocket of my jacket, I can whip it out and take notes at any time. I enter any tasks or notes into TD or Evernote during my weekly review or sooner.

Android GTD TD App (DGTALE)
This is an excellent free Android app that integrates very well with TD. This is used for when I am out and about. I use the voice entry functionality for dictating quick tasks.

My typical daily workflow is this:
1. Check TD inbox saved search and process, delete, file all new bits of stuff.</li>
2. Check any date sensitive next action tasks using TD calendar (Overdue, Today etc)</li>
3. Go to status view and select Next Actions</li>
4. Do work!

Does anyone use anything similar? The philosophy for me is to reduce my inboxes for Stuff and put TD at the heart of everything. I am considering swapping the roles of TD and Evernote and having my mail forwarded to Evernote first and then any actions.


This message was edited Mar 17, 2012.
rsfx

Posted: Mar 21, 2012
Score: 1



I've made the switch and am now forwarding all my emails to Evernote for analysis and storage (the excellent indexed search is a winner). After triage, I am capturing tasks in TD and managing these as normal.
Andreas Häberle

Posted: Apr 17, 2012
Score: -1



hi, sounds like a good and effective implementation. As I am looking for one, I will try it out. andreas
michael

Posted: Apr 26, 2012
Score: -1



Thanks for the post! I'm really trying to get a good system down. Have been using toodledo and evernote for months but don't feel like I'm very effective.

I really like this idea of using TD to sort your emails. How do you go about doing that? I have have s fee different businesses and several different email accounts. Can this still be done?

Any other advice for someone who is just getting started.

Thanks!
rsfx

Posted: May 14, 2012
Score: 1



Hi everyone,

I have actually swapped the roles of TD and Evernote. This is because of the flexibility of what Evernote can handle: images, audio recordings, photos, emails, to-do lists, and the fact that it seamlessly integrates with my mobile phone.

I have all my emails sent from both my personal and work email addresses to Evernote, where it is triaged along with meeting minutes, whiteboard pictures, voice memos and turned into actions.

Because Evernote has no time-sensitive task management features, I use TD to record any tasks that have a due date/time. I then have TD send me emails when the task is due, so that I get them into my main 'stuff' folder.

Within Evernote, I have a series of saved searches what reflect the task priority and context (work/home/calls), that allows me to flip between them effortlessly.

If Evernote release a decent task management feature set, I can't see myself sticking around with TD. If TD integrated with Evernote, then, well...
tomeran

Posted: Aug 23, 2012
Score: -6



This post has been hidden because of negative votes. Click to reveal
JerryN

Posted: Aug 27, 2012
Score: 0



Hi all,

Wow, I use the same system ... right down to the Moleskine! Coincidence?!

I email project related tasks into TD. However, I support the project tasks by linking them to the underlying documentation that I keep in Evernote. I use the "copy note link" feature of Evernote to get the link, and then I copy the link into the notes section of the Task in TD. When I am on my mobile device, I can click on the link in the "note" of a TD task, and it will launch the Evernote document in context. It's slick. Note: I can only copy links when I am on a MAC or PC, and not the mobile device.

As an aside, I have the PRO version of both Evernote and TD. I just mention this because it may be required for the linking. I haven't tested it on different versions.
ivyclark

Posted: Sep 05, 2012
Score: 0



The same system works for me - combination of EN, TD, email. I also use my calendar to manage my time (e.g. schedule appointments, block time for tasks, etc).

And yes, moleskin too. Birds of the same feathers do flock together!
Brianrush50

Posted: Jan 01, 2013
Score: -3



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rdesai

Posted: Mar 30, 2013
Score: 0



I have tried to forward emails from Evernote to TD (using the TD email address) - but it doesn't seem to work. it would prevent from having to toggle between Evernote and Toodle that frequently; especially while in meetings and would give you an opportunity to follow up on the action items as part of the process of clearing the inbox in TD.

Any suggestions ??

It would be great if that is possible - even better would be if there was a way that a "To do" in Evernote automatically creates a task in TD - similar to how Tasks are created from MS one note to Outlook.

I know this is probably too much to ask for - but it would make the two best systems integrated.
Salgud

Posted: Apr 01, 2013
Score: 0



Best for whom?
troy.christmas

Posted: Apr 28, 2013
Score: 0



We are close to launching a solution that we hope will provide better integration of Evernote and Task Services like Toodledo. If you'd like to be notified when our beta is released, please complete our simple Google Form
https://docs.google.com/forms/d/16nPFDkbdLfK-zK3fOMmET7ryFv4eJy5otL35iSUQ43M/viewform
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