5 Steps to Get Back to Work After Summer Vacation

Sep 3, 2010

Welcome back! The summer vacation season is over, and most of us are returning with a new energetic focus to our work. Projects and deadlines that lightened up in the vacation month of August are now getting new attention and urgency. So, now is an excellent time to dig out of your piles and make progress on those loose ends you’ve been letting go. Now is the time to tighten the slack! Here are some tips to help you do all that.

First and foremost, use the Urgency Zone approach I presented in my book to classify your next steps. It’s a fantastic way to make sense out of the huge task, e-mail, and paper messes you now have–it’s a great way to focus quickly on what you really need to do next. Here’s how to do that: Continue reading

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ClearContext v5.1— Great New Features and Big TWC Impact

ClearContext

July 12, 2010

ClearContext 5.1 is now available, and while I don’t normally get excited about a dot release of any software, this one is like a whole new version. The feature changes are certainly big, but I am especially excited by some changes that are very important to TWC-MYN users. Let me explain. ClearContext now supports single-folder filing, it has improved its Sidebar Dashboard, and its Projects View is very useful.

Continue reading

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Food for Thought: Being a “Responsible” Worker—it’s Just Not Enough Anymore

June 2, 2010

Think of the word Responsible. It really means response-able—you are able and willing to respond to requests and needs sent your way. It implies being willing to take on activities and get them done. For years it has been the mark of a good worker.

However, there is a new reality these days in most businesses, particularly with all the business e-mail we get, and it’s this: these days you will never get it all done. You will never be able to fully respond to—to fulfill—all the requests you get. With e-mail delivering tens of important new requests each day, you just can’t do it all.

That may seem obvious, but it leads to a hugely important fact at work: you can no longer just approach work responsibly. Merely being responsible—being willing to respond to things as they are asked of you—just won’t work anymore. It is not sufficient; you’ll end up behind and overwhelmed. Rather, you now need to also approach work with strategy. Continue reading

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Outlook Tip: Finding Mail Faster Using Search Folders

May 5, 2010

Search Folders

Are you using Search Folders in Outlook yet? If not, now may be a fantastic time to get acquainted with this powerful feature. This article discusses why, and shows you one Search Folder you can create that may greatly speed your ability to find mail, every day.

What are Search Folders? Search Folders are virtual folders that consolidate mail from various places into one folder-like view. They are a bit magical, in that they don’t move or duplicate mail; rather they display a virtual copy of all mail that meets selectable search criteria. Continue reading

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A 7-Minute YouTube Video on How to Create a To-Do List

If you haven’t yet implemented the Workday Mastery To-Do List as taught in the Master Your Workday Now! book, watch this YouTube video. In it I show in just a few minutes how to get your tasks organized. Go to this link.

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Michael Recommends… Getting Organized in the Google Era by Douglas Merrill and James A. Martin

Released just a month ago, I read this book cover to cover and found it useful. Douglas Merrill is a former CIO of Google, and brings his wisdom of managing in the information age to the masses. It is a mixture of original insights and excellent summaries of using internet tools to help get organized. While it is a bit slanted toward Google tools, the tips are nonetheless very useful. One profound observation he makes repeatedly is this: “Don’t file it, search for it.” Why spend hours filling things you create or receive when search engines are so good these days. Many more such tips. Check it out.

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Food for Thought: The Little Stuff Can Kill the Big Stuff

As you know, the little stuff at work can kill the big stuff. In other words, dealing with lots of little tasks all day long can kill your ability to make progress on your bigger accomplishments. The e-mail onslaught, the phone calls, the many small requests for help—if you attack them one right after the other, they can take all day to deal with. It may at first seem you are being responsible when you “just do it,” when you attempt to get them all done. But doing that ends up sinking your more important work.

And according to… Continue reading

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A Web-Based and Mobile Implementation of the Workday Mastery To-Do List

Here is another YouTube video created by a reader who shows you that you can implement the Workday Mastery To-Do List in a web-based to-do list manager called Remember the Milk (RTM). It’s a nice video overview—it shows you the possibilities and some advanced shortcuts.

By the way, Remember the Milk links well with Gmail. It also syncs with iPhones, Android devices, Blackberries, and Windows Mobile devices. So if you need a mobile solution and use those, check it out. It does not sync well with Outlook tasks, however, (see this page for some solutions; more coming).

Also, the video above is only an overview. If you like the idea of using RTM, and need more instruction on getting started, let me know (reply to this newsletter). If demand is high, I’ll produce more detailed instructions for that and other similar web-based to-do managers (Toodledo for example, which has an Outlook-sync module). Let me know what you need.

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Outlook Tip: Removing Flagged Mail from Outlook’s To-Do Bar

Updated Aug 2, 2012

[updated, Feb 3, 2014, newer version of this article here; article below is out of date]

book

In Outlook 2007 and 2010 any mail you flag in the Inbox will be listed in the To-Do Bar like other tasks. I call these “flagged-mail tasks.” Many Outlook users have a love-hate relationship with this feature, but I encourage using them for one and only one purpose: flagging mail you cannot reply to immediately (see page 159 in Total Workday Control Using Microsoft Outlook 3rd Ed. for more information). The idea is to flag them for a day or so and then clear the flag; don’t retain them long.

However, if you create and hold onto too many flagged items, you can end up with five, ten, even fifteen extra “tasks” in the To-Do Bar task list—and those can quickly clutter that list. Or maybe you are just starting to use the To-Do Bar task list and have been flagging mail for years, and so have hundreds or thousands of these flagged items in your To-Do Bar, and you want to get them out.

5-Steps to set a Filter removing Flagged Mail Tasks
You can quickly create a filter to keep flagged mail out of the To-Do Bar. Here’s how. Continue reading

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Do You Think You Need Time Management? You May Actually Need Task Management!

People often say they need to learn Time Management when what they really need to learn is Task Management. That’s because these days, no matter how well we manage time, we always have more to do than we can possibly get done. With e-mail rolling in at several hundred messages a day, and with many or most of those e-mails containing required actions, work volume is unrelenting—it is impossible to get it all done even with efficient use of time.

So what to do? Find an effective way to manage tasks, a way that gives you tools to focus on what’s critical now, and tools to manage the other tasks—the ones you must defer for later consideration and filtering. That’s where the Workday Mastery to-do list comes in. It provides a light-weight but powerful format to get fast moving tasks under control. More on that in a moment.

Task Management also provides the solution to the overwhelmed e-mail in-box. The best way to get e-mail under control is to identify the tasks embedded in those e-mails and manage them as tasks with your other to-do’s. That way your in-box does not rule your day. Any time you get an e-mail with an action for you to do in it, just copy that action into your to-do list and manage it there, in prioritized order. You can then stop using your in-box as a task manager, and you’ll no longer need to work lower priority e-mail as it comes in just because you are afraid of losing it in the bottom of your in-box. And and you will stop wasting time hunting through your old e-mail to find those tasks.

This also leads to a side bonus—it actually allows you to empty your in-box every day (really!); since the actions are managed in your to-do list, you don’t need to keep everything in your in-box for later action. Early in the new book, you’ll learn how to set up an effective do list (see next section). And later chapters show how to process e-mail.

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