View Full Version : How to list processes
03-25-2010, 01:07 PM
I'm curious how other GTDers list processes that are ongoing and repetitive, e.g. reviewing budget/expense reports from direct reports, brainstorming rainmaking (or in my case donor acquisition) processes, ongoing connections with stakeholders, etc.
03-25-2010, 02:12 PM
If they require a specific day or time (like 1st of the month) they go on my calendar.
If they do not require a day or time, I personally use a list called "Routines" that I scan every few weeks.
03-26-2010, 01:25 AM
Like Kelly said: if on specific dates, it goes on the calendar.
For all those things with repeated actions and/or non-fixed or ad-hoc deadlines, I have a project in OmniFocus. I have my projects arranged in Areas of Focus, so this permanent project will then be sitting on top in each area. I also use a little special character to flag it to myself as a permanent project. So for example in the area-folder "Financial" my first project is permanent and is called "✿Keep track of personal finances".
Only 3-4 of my Areas will have such a project. For the rest it works better with checklists that I review during my WR.
03-26-2010, 01:53 AM
I use paper checklists. I either put them in my tickler file, or put reminders in the tickler file
Nothing is faster than paper
Hyatt's All Things Creative
Equipment and Software / Sales and Training
On-Line Training Coordinator
direct line or text: (603) 348-7658
voice: (800) 234-9288 ext. 862
fax: (603) 962-8522
PO Box 299
Lincoln NH 03251