I do still use Google Calendar for appointments, but Workflowy stays up and ready throughout the day and into the night as my planning, organizing and doing tool. It took no time at all to get Workflowy into my routine, partly because there are only about a dozens commands and functions and mostly because I could adapt it to the way I already thought about organizing my life. You can also create checklists and common outlines and duplicate them as needed. What I love about the outline structure is that my to-do list now is made up from and related to my ongoing worldview and not just from what’s barking loudest or on deadline.Įvery staff meeting runs from Workflowy and every phone call with a client or meeting planner runs there as well. That way I can click on a #soon tag and get what amounts to my daily to-do list. For example, I use the tag #soon after any task I want to be on the immediate radar. You can also create hashtags that make list making very simple.
I don’t know about you but my work and personal lives intersect quite often and having a view of personal home projects, exercise, vision, goals and even vacation planning intertwined with my work view is a powerful thing.Īs your list grows you can expand and collapse views as well as search for any word or phrase. Nested under these items are the notes for each speaking event, blog post ideas, outline and notes for my next book and all the various projects that need my attention such as product creation and promotion. For me it’s speaking, writing and projects. The work is then structured by the kinds of work I do. I started globally with Work and Personal as my two primary catch all bins. While you can change this anytime you like, getting it right was one of the keys getting more out of it. To me, and of course this could differ from person to person, the key is the structure of the outline. In addition, you can share any element with other Workflowy uses so you can use the tool as a team or even just make one item available to client for collaboration. The tool is web based, but iPhone and iPad apps allow you to sync, add and edit across devices. I’ve even added a section for personal and home-related projects. Frankly, I can keep a picture of anything I want in my view – goals, centering thoughts, meeting notes – it’s just a big giant outline of my life. Workflowy allows me to keep a present picture of all of my projects and tasks and manage this picture with a couple keystrokes.
Workflowy blog how to#
In fact, the challenge some people have, including me originally, is that it doesn’t seem to do much of anything.īut, it’s the clear and uncluttered work environment that allows you to design how you organize, think and work in the way that fits your style and not the tool designer’s idea of how to work.
Workflowy is at its core a giant notepad with a few simple features for navigation, hierarchy, search and sharing and nothing else. You want a tool like to get out of the way and not turn into another thing you have to operate. So many other tools I had used required me to think a different way, spend time entering data or adopt new habits to get them to work. It’s so simple that you get to design how to use it based on how you think and work and that’s what makes it so powerful. I have to admit that I encountered it almost a year ago, but dismissed it because it seemed so different and too simple.Īs it turns out that’s the magic of Workflowy. The stark outline interface is the beauty of Workflowy
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