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April 10, 2008

What makes a good GTD list manager?

Having a total life reminder system is a key to GTD and a trusted list manager to track projects and actions is one of the first choices for people to make when implementing the system.

Unfortunately, some of the programs out there that are trying to be "GTD list managers" miss the mark not by what they didn't include, but by what they did include. Some of them build in too many convoluted features, that in GTD terms make the whole thing more complex than it needs to be. Not saying you can't get value from some of those programs, but you'll be watering down the simplicity and elegance of GTD if you force yourself into using every feature that some of them include. If you get what the core components should be, you can usually get creative at customizing or ignoring what will end up being a drag for you down the road. So what makes a good GTD list manager?

Key features to look for:
* Sorting lists by context - many programs have a "category" feature that will easily support this.
* Ability to assign a due date - not forcing it on all of them, but allowing it for those that need it.
* Portable for on the go access - can be synched to a handheld or printed.
* Easily accessible - less than 60 seconds to get something in/out.
* More attractive to you than repelling - you've got to like the system you're entrusting your brain to.
* Doesn't force priority codes - if you know GTD, you know that forcing priority codes is old news and rarely accurate anyway.
* Place to capture additional notes - attached to an item to capture relevant info related to the item.
* Ability to search and sort in various ways.
* Robust enough to handle all of your stuff.

Is there a perfect GTD list manager out there? Probably not. But lots of them will work just great if you keep it simple and stick to the core features that work, without you thinking about how to make it work. It becomes seamless and like second nature to you.


Making the simple complicated is commonplace; making the complicated simple, awesomely simple, that's creativity.
- Charles Mingus

[KF 4/27: You'll will find comments below from people who are suggesting and promoting software products to do GTD. Please know, since it may not be obvious in their post, some of these comments are posted by the seller of that software with the direct intention of getting you to buy that product. Since I don't have the time or inclination to test everything people are suggesting, nor do I want to block comments on my blog, please just use your common sense when checking out software people are recommending through my blog. Thanks! Kelly

Posted by Kelly at April 10, 2008 04:29 PM

Comments

Kelly, I agree with everything except for: "60 seconds to get something in/out. That's a *whole minute*. Are you sure you meant that?

I mean I could even finish half of one 2-Minutes "do it immediately" task in that time... ;-)

Posted by: Rolf F. Katzenberger at April 11, 2008 12:45 AM

Do you have any recommendations of paper and software list managers?

Posted by: Adam Golomb at April 11, 2008 03:55 AM

Hi Rolf,

Another way for me to say that could be "less than 60 seconds to GET to your lists." Of course the ones that would take you less than two minutes to complete wouldn't even make it onto a list at all--you'd just be doing them as they showed up. I mean adding and scanning to choose actions off your lists should be a quick thing. Some people seem to be choosing programs that are not easily accessible, which will eventually break down the ease of the system and your attraction to using it.

-Kelly

Posted by: Kelly at April 11, 2008 10:51 AM

Hi Adam,

I was afraid someone might ask that! This could/should be a whole topic in itself and there are literally hundreds of options (from a legal pad to server-based corporate tool.) I'm hesitant to put brand names out there for fear people will then take that as the only tools to use or endorsement from David Allen Company. But I'll see if I can put some options together and post something for you all as a starting point to explore what would work best for you.

Kelly

Posted by: Kelly at April 11, 2008 11:04 AM

I was also thinking about "takes no more than _a few_ seconds to get something in (or out)". I'm talking 5 or 10 seconds to enter a few words, when lightning strikes my mind. An app that takes me a whole minute, or even half a minute to _enter_ my thoughts is totally useless for me.

GTD apps like, iGTD, Things or OMNIFocus all have a so called quick-input-panel which can be activated through a keystroke and is ready to service within a fracture of a second. (Provided the associated app is running in the background which it usually will do all day long.) With QuickSilver or LaunchBar integrations you can even enter stuff before the actual app is running.
MacLemon

Posted by: MacLemon at April 11, 2008 04:25 PM

Just a quick comment - for me, there IS a perfect GTD list manager, called InfoSelect. I have used it since 1994 and as my GTD trusted system for about 5 years. Its perfectly flexible, fast and reliable.

Posted by: Richard at April 11, 2008 06:52 PM

Great post, Kelly.

I ran my small stack of colored 3x5 index cards through your list and it passed!!! If you'd like some pix or description, email me and you're free to use it.

Posted by: Joe Ely at April 12, 2008 12:30 PM

Thanks Joe. Looking forward to more info on your index card system.

You can have a GREAT paper-based GTD system, in fact for many people (even techies!), that will work better for a variety of reasons. For all those people out there who think GTD lists have to be electronic, they don't! My roots with this (and David Allen's) are working this entirely using a paper-based planner.

Posted by: Kelly at April 12, 2008 05:21 PM

Thanks Richard.

Are you referring to the Palm application here described here? http://www.miclog.com/

Kelly

Posted by: Kelly at April 12, 2008 05:24 PM

Kelly, there are both palm and desktop versions. I have tried the palm version but did not find it useful. I use the desktop version, I "live" in it, i.e. I leave it open all day at work. Its installed on a thumb drive so end of day I bring thumb drive home and copy infoselect data files, approx 5-10 mb, to my personal laptop as backup. Once a month or so I'll email the data files to gmail as disaster backup. Product is very stable though, I have never actually lost data. My trusted system is very trusted :-)

Posted by: Richard at April 13, 2008 06:50 AM

I would add a "technical" requirement that is simple with paper planners but can be onerous with software: Ability to move items among lists. For example make an email a Next Action, make a Next Action a calendar entry. Or, my favorite, move a Someday Project item to a Next Action or Active Project. Sounds simple, but some systems will not allow the transfer without an identical data model.

Posted by: Dave at April 14, 2008 06:27 AM

Hi Kelly,
Its taken me several dollars - well pounds actually - and many false starts along the way but I've arrived at a GTD system that suits me.

I use software on my Blackberry from www.wirexwireless.com as my main system. The portability of the Blackberry combined with an additional Rex browser interface means that my chosen method is aways to hand. ToDo lists are a breeze! I perform a daily review during the 45-minute commute and arrive at work with objectives in mind. If I'm not brain-dead on the return home in the evening I may do a mini review. (Funny, I always have the energy for a review on Friday evenings.) The ease of use of the Rex software helps me to stay on top of things throughout the working week and the Blackberry or my Moleskin notebook (or both) are always at my elbow.

I've managed to 'tame' my Mac using Ready-Set-Do by Todd Vasquez (http://homepage.mac.com/toddvasquez/apps/Menu105.html)

Tod's software was the missing link for me and it has helped me get my computer better organised which in turn has helped me to get better organised as well.

With both of these programmes, plus my trusty Moleskin notebook, I find it pretty easy to stay with David's GTD programme most of the time.

Hope this helps someone,

Regards,

Grahame

Posted by: Grahame at April 15, 2008 12:17 AM

On my Palm and Windows desktop, I use a combination of Life Balance and DayNotez. Life Balance is used to hold the list. DayNotez is used to hold completed items from the list. The completed items are time / date stamped when they are checked off. Life Balance also has a Mac version (http://www.llamagraphics.com).

Hope this helps.

Posted by: John at April 15, 2008 08:57 AM

What works for me is Thinking Rock (http://www.thinkingrock.com.au) and Todoist (http://todoist.com/) and a piece of paper.

Posted by: Silvia at April 21, 2008 09:27 PM

I've just discovered GTD, and am slowly coming to grips with the concepts. I have just started to use a piece of software called ThinkingRock (www.thinkingrock.com.au).

There are 2 great things about this software. Firstly, from the Overview screen, you actually learn about GTD whilst you're using the software. Secondly, you can move the underlying the database from a MAC to a Windows laptop/desktop.

For me, who has a MAC at home and a laptop running Windows XP, I am never without the most up to date list.

Please check out ThinkingRock.

Posted by: Rondo at April 22, 2008 07:45 AM

Great timing, Kelly. (I actually happened on this post a few weeks ago.) You've provided a good framework for all of us to consider when selecting a GTD implementation tool or evaluating the effectiveness of our current tool.

Your excellent post has inspired me to sift my favorite GTD tool for Lotus Notes through it to see how it fares against your criteria.

I'll post the results over on NotesOnProductivity.

Thanks,

Eric

Posted by: Eric Mack at April 28, 2008 05:41 PM

Hi,

I highly recommend Pocket Informant (http://www.pocketinformant.com) if you are using Windows Mobile. Actually, the original task (todo) list provides most requirements. However, PI provides several self-saved preference for sorting and filtering which is useful for personal usage. Besides, it also provides grouping and I think it would help to categorized each NA under projects.

Regards,
Chun-Hung

Posted by: Michale Chen at April 28, 2008 10:59 PM

Kelly ... this list is great. I like how you included the intangibles like "attractive vs. repelling". I used your list/blog post yesterday in an at work coaching session with a co-worker on how I've implemented GTD. I outlined my analysis of what I use (Outlook on Tablet PC and Pocket Informant on Windows Mobile) on my blog at:

http://sholden.typepad.com/weblog/2008/04/my-gtd-list-man.html

Thanks! - Steve

Posted by: Steve Holden at May 1, 2008 06:28 AM

I agree with the fact that speed is a very important matter when it comes to GTD application. I hate waiting for the application when I'm in the "collecting mood".

Posted by: Jerry at July 17, 2008 01:25 PM

For any of you who use Outlook for email and calendar management, i suggest taking a look at Foresight - a plugin for Outlook. It actually allows you to "nest" tasks in Outlook into "Projects" which isn't natively supported otherwise. It also has a nice "dashboard" to show your Next Actions for various projects, and a "quick capture" box so you don't need to interrupt your work when you have a little mental spark (the software reminds you later to categorize it, etc). Anyway, I an not affiliated with this company, I just think that as far as Outlook and GTD go, this is a good option, and fairly inexpensive. (*I have used Life Balance as well, but found that having essentially two systems (Outlook and LB) was really inefficient for me. Oh, the website is http://www.enhanceyouroutlook.com/

Posted by: Heather at August 18, 2008 09:35 AM

Does anyone know of a Windows Mobile 6.2 compatible GTD add-on that works with some of the newer smart phones like the HTC Touch Pro?

Posted by: alv at February 21, 2009 06:36 PM

I never comment. But I don't see any rememberthemilk.com recommendations so I must chime in.

I stayed away from it for awhile (silly name, surely doesn't have the power for what I need). But tags + "smart search" is THE killer-app for GTD imo. Everyone should be copying it, because it is simply amazing.

This great post turned me onto it: http://blog.rememberthemilk.com/2008/05/guest-post-advanced-gtd-with-remember-the-milk/

Next actions from any list, with any search criteria, can be saved as a named list (even though it's a search). And you can see them from the web or your iphone... so it's uberpresent.

[caveat: I'm still an RTM newb, but it has solved so many GTD problems for me I recommend it.]

Posted by: Jason at April 23, 2009 02:24 PM

The flowering of so many online apps in the GTD garden means that with a bit of testing everyone should be able to find something that fits with their sensibilities and workflow.

My tool of choice is www.vitalist.com It has a very clean UI and powerful search features, as well as mobile and (soon, apparently) a native iPhone app.

For a long list of apps try:

http://www.priacta.com/Articles/Comparison_of_GTD_Software.php

Posted by: Ned Baker at May 7, 2009 01:18 AM

On the mac, if you need both GTD and contact management, and desire IPhone support, consider Daylite from marketcircle.

I manage hundreds of projects, and next actions. Daylite links them together well, and can link projects and tasks to a contact as well � very useful for me.

Posted by: Doug Ransom at June 20, 2009 06:21 AM

Hi GTD-fans!
I warmly recommend www.toodledo.com; since I use this, GTD is part of my life. It's free, you may upgrade your account, but I'm happy with the free version. It has all the key-features named above.

Keep up the great job you're doing, Kelly, thank you!

Posted by: Regula Balteschwiler at June 22, 2009 02:40 AM