How to list processes

[ArnieAdkison]

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.

[kelstarrising]

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.

[basilides]

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.

[J.D. Iles]

I use paper checklists. I either put them in my tickler file, or put reminders in the tickler file

Nothing is faster than paper

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J.D. Iles
Hyatt's All Things Creative

Equipment and Software / Sales and Training
On-Line Training Coordinator


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