Use inbox zero, getting things done gtd and outlook tasks to stay on top of your. I wanted to share with you how i use the concepts of inbox zero, getting things done gtd and outlook tasks to stay on top of my workload. Using to dos flagged emails feature, you can flag an email inside outlook, archive the email in outlook, and still view the email as a task in to do. While the initial setup may take some time and tweaking, devising some simple rules for your emails keeps them out of your inbox and clears your. The outlook setup guide describes how to optimize the standard, vanilla outlook, and turn outlook into a gtd sytem. For those of you on outlook 2010, we just released a new setup guide to assist you in creating a rocksolid gtd system in outlook. Getting things done gtd with outlook as your trusted system. Set up outlook tasks for your projects and actions use microsoft todo and outlook. Getting things done for outlook guide 2019 1 gtd outlook rules and folders.
New gtd setup guide for outlook 2010 getting things done. The image above is using the latest version of outlook 2016, as of july 2018. Getting things done with outlook three steps for getting things done with outlook easily first step. Im experimenting with the getting things done gtd system by david allen.
Likewise, the todo is an aggregate of all the task directories i. The system works fine but was curious if anyone had experience with setting up outlook in office 365 with a corporate and personal account and then using outlook as the list manager. The core of outlook gtd is to work on one thing at a time without distractions. I was a contractor for a firm who gave me an outlook 365 account that i used on my own laptop with my own outlook setup. You can integrate david allens getting things done methodology with microsoft outlook 20 using categories, followup flags and priorities. It was built to be a productivity tool and is at the centre of microsofts strategy to use all office products as user interface for all their other server. The setup guide is and remains the property of david allen. My personal setup has been outlook for email, onenote for project support and todoist as my list manager. I much prefer the franklin methodology and i have reverted to using informant and outlook for mac just the email. The getting things done outlook principles are that only things that are specifically bounded in time should be scheduled in a calendar. Outlook has a number of flexible and powerful rules you can use to automatically sort. Configure outlook tasks to imitate todoist gtd youtube. In many ways the addin software does what the setup guide describes.
How i get things done in outlook getting things done. Enter each of your projects into outlook as categories so that you may associate items with specific projects. This means that third party addons arent an option. Process all the emails until inbox zero is achieved. The netcentrics addin is software that is installed on top of outlook. Its like having the desktop outlook on your phone and works great with the 20 gtd for outlook setup guide recommendations. Since the 2010 version changed some ways things are done in outlook, we created a new guide specific to this version. Gtd installation setup guide todoist setup guide onenote 2016 for windows setup guide letter size pdf download. Our bestpractices guide for implementing gtd with microsoft outlook. Once you unflag the email in outlook, to do automatically picks up the emails status and marks the task as completed. How to setup microsoft outlook for inbox zero and task management.
How i get things done in outlook i work at a big company, like most big companies we use outlook and were strict about letting additional software to be installed. I defined my own keyboard shortcut for outlook my work email. It worked really well because outlook is able to do aggregate views of multiple calendars. Getting things done with outlook immediate effects. Outlook setup guide for gtd all versions pdf only next action. Why you need a trusted task management system working in an agency, you juggle a variety of responsibilities each day and the job can feel like spinning plates sometimes.
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