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GTD with Shadow Plan

Tagged as: GTD · PalmOS

In Summary

Set up

  1. Create Shadow Plan outline of actions.
  2. Create Shadow Plan 'Next' tag.
  3. Create Shadow Plan Custom 'Next' filter.
  4. Create *Scheduled category in Tasks application.
  5. Create categories for each Context in Tasks application.
  6. Set Tasks sort order to 'Due Date, Priority'.

Ordinary Actions

  1. Add to Shadow Plan outline.
  2. When it becomes a Next Action, create ToDo 'Link to Database'.
  3. Set ToDo category to relevant Context category.
  4. Add 'Next' tag in Shadow Plan.
  5. When action has been carried out, mark as complete in Shadow Plan or in Tasks.

Scheduled Actions

  1. Add to Shadow Plan outline.
  2. When target date is set in Shadow Plan, create ToDo 'Link to Database'.
  3. Set ToDo category to *Scheduled.
  4. When action becomes due, move to relevant Tasks Context category.

Repeated Actions

  1. Add to Shadow Plan outline.
  2. When target date is set in Shadow Plan, create ToDo 'Link to Database'.
  3. Set ToDo category to *Scheduled.
  4. Go to action in Tasks application and set recurrence details.
  5. When action becomes due, move to relevant Tasks Context category.
  6. Mark action as completed in Tasks only, not in Shadow Plan.
  7. When action completed, move next occurance back to *Scheduled category.

Daily Review

  1. Switch to *Scheduled category in Tasks application.
  2. Recategorise any actions due today to relevant Context categories.
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Copyright © 2006 J.M.Littlewood - All rights reserved.
2.03 06-Aug-2006