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    Technology vs. Paper for Your Task List

    By: Gini Dietrich | July 10, 2012 | 
    162

    Yesterday afternoon, Allen Mireles and I were talking about our to-do lists. Not from the aspect of how busy we are, but in how we track everything so balls don’t get lost.

    You see, I love technology. I love Evernote and Instapaper and Dropbox and Google Reader and alerts in my calendar that tell me when it’s time to do something.

    I’m always the first one to jump on a new social network to check it out and determine if there is something there we can pass along to clients to make their lives more efficient.

    But I keep going back to the tried and true method of a paper task list.

    I asked Allen what she uses and she lamented, “I still use my legal pad. There is something visceral about physically crossing off something when you’ve finished it.”

    The Paper Task List

    I blog (a lot) and I read (a lot) and I use technology to help me do both of those things. Instapaper and a good old fashioned copy of a link into a draft blog post in WordPress work really well for me.

    So why can’t I give up my paper task list?

    I don’t know if it’s because I spend most of my nights on planes, without access to the web, or if it’s because, like Allen, I get great satisfaction from physically checking something off my list, but I just can’t give up the paper method.

    Other Tools

    Michael Schechter and I have this conversation, as well. In fact, it’s an ongoing conversation with the two of us. A few weeks ago, he wrote a great blog post about keeping yourself more organized. In that he included ways to manage your to-do list.

    He said:

    Without a way to store the things you need to do, you will find yourself overwhelmed and you will notice things slipping through the cracks. No matter how good you are, it’s improbable that you can keep this all together without a system. For some, that will be as simple as a sheet of plain paper; for others, robust task management systems like OmniFocus will do the trick.

    My Suggested Tools: OmniFocus for iOS and OS X, Due App for iOS, Fantastical for OS X, Listary for iOS, and David Seah’s Emergent Task Planner.

    I’m pretty sure he was channeling me when he wrote, “For some, that will be as simple as a sheet of plain paper.”

    Costs for Each

    Mike’s suggestion: $79.99 for OmniFocus.

    Gini’s suggestion: $14.99 for a pack of 12 in any color you desire.

    Long live the paper to-do list with dates written in chronological order and little boxes drawn next to each for the satisfying check when you’re finished!

    How do you manage your to-do list?

    A version of this first ran on Schechter’s blog.

    About Gini Dietrich


    Gini Dietrich is the founder and CEO of Arment Dietrich, a Chicago-based integrated marketing communications firm. She is the lead blogger here at Spin Sucks and is the founder of Spin Sucks Pro. She is the co-author of Marketing in the Round and co-host of Inside PR. Her second book, Spin Sucks, is due out in November 2013

    Gini Dietrich

    158 comments
    kntoepfer
    kntoepfer

    I am a paper-task-lister, too! I found that since I type so often, I am more likely to remember something if I actually write it down. Although I've used nearly every task management app or software out there, it's not the same. 

    adriasaracino
    adriasaracino

    I use both paper (Post-Its FTW!) and digital. I've found that digital works great for collaboration. My team has moved to agile project management and we use www.trello.com to create tasks that any one of us can be assigned to and remove. What I like about Trello is that it still has that physical "cross off" feel - you archive tasks as they've been accomplished and slowly watch the lists get smaller. If you are a manager, I HIGHLY recommend managing your team in this way - if you have any questions about agile for marketers, let me know!

    masonkesner
    masonkesner

    @scrappy_face @spinsucks Totally old school, I use paper!

    catrinasharp
    catrinasharp

    I like the digital to do list complete with action items that I can print and use as a reference. I have found that the "action items" list can be rather long and overwhelming so I create my short list on paper. I think that writing it down helps me remember it as well. I have tried a few "list" apps. I haven't been thrilled yet. If they had a tighter integration with the iPhone and Outlook, I would be more apt to use them.

    richescorner
    richescorner

    I love trying out new technology, including all the task list apps.  I actually have moved away from the pen and paper task list.  However, for a quick note I do find it faster to just find a pencil and paper to make a note.  That's probably why it's hard to move completely to a techie solution.  Siri helps a lot though and I'm slowly, but surely getting used to speaking my reminders.

    ginidietrich
    ginidietrich moderator

     @richescorner I love Siri! I was driving last night and needed to send an email so she sent it for me. She's a lifesaver!

    rdopping
    rdopping like.author.displayName 1 Like

    How old school am I?

     

    1. Outlook - schedule, tasks and email

    2. A hard cover book - conversations, doodles, notes and tasks (go through1 per quarter)

    3. Blackberry - ideas + connection (linked to Outlook)

     

    Efficient for me but I have been operating like this forever. Kind of in between the paper and the digital. Never lose anything though.

    manamica
    manamica

    I like sticky notes for top items but I also keep all my to-do is in our project management system. I like receiving notifications and reminders... But, talking about dropbox etc, I just don't get how people manage their tasks via Evernote. And how do people manage all these different "boxes"? It's been driving me nuts and I just found a synching tool and I brought Evernote, Dropbox and Google docs (and Basecamp files) all in one place: http://ldig.it/MQdIwU. I think it's the same with the notepad, sometimes you just have to keep it simple...

    ginidietrich
    ginidietrich moderator

     @manamica That's what I was feeling...being overwhelmed by the tools. But I like this tool you mention. I'm going to check it out!

    metaquoteswebs
    metaquoteswebs

    Thank you Gini, I tried many different systems, but to see the difference in task management systems need to try and test the free version. In many known systems working together have free versions, for example on http://www.teamwox.com is implemented well. Or you can search for other systems.

    mdbarber
    mdbarber

    Several years ago I began using BusyCal (iCal on steroids) for my calendar. I can wirelessly sync specific calendars with various team members or keep some to myself. About a year ago they came out with a companion program, BusyToDo. It works I sync with BusyCal. Oh and they wirelessly sync to my iPad and iPhone. I love it and can imagine going back to paper. Of course, there are still a few Post-it's on my desk too. Their website: http://www.busymac.com/index.html

    ginidietrich
    ginidietrich moderator like.author.displayName 1 Like

     @mdbarber Ohhhhh. I'm going to check this out. Thank you!

    mdbarber
    mdbarber

     @ginidietrich Cool. Let me know. I love how I can electronically check things off my to do list...and also put things on other people's to do lists. Their support's pretty good too.

    Nikki Little
    Nikki Little

    I'm with Allen because I LOVE physically crossing an item off my to-do list (it's freeing, I can't explain it unless you know the feeling!). But, I also live and die by my work/Gmail calendars, email reminders, Google Reader and Evernote.

     

    I use my physical planner/calendar to jot down my very tactical work I need to remember throughout the day, as well as things that pop into my head that I need to immediately write down before I forget them. 

    ginidietrich
    ginidietrich moderator like.author.displayName 1 Like

     @Nikki Little I'm seeing a trend...all of us type A, perfectionist types straddle both.

    EricaAllison
    EricaAllison like.author.displayName 1 Like

    Oh my word. My favorite topic: my to do list and how best to wrangle it! I think the key, whether it's paper or technology, or a hybrid of both, is to stop adding so many things to the darn list!!! Easy peasy. I am only half joking, you know that, right? If only I would heed that advice, I'd be I'm really fine shape, or very bored...I can't decide. Truth be told, I use a combination of my mental noggin (dangerous), my moleskins (plural, one for each client account), Evernote (useful for subcontractor messages and lists), and most recently, Basecamp. I have to say, my brain is fairly good at keeping track of pressing matters, although I have forgotten topick up the dog from his daycare a time or two. My Moleskins are just awesome for notes, capturing client meetings, etc. Basecamp? My new favorite tool. I can schedule my staff, myself, keep projects front and center, and stay tuned in. The trick has been to get into the habit of checking it and scheduling everything. I'm definitely getting better, but I also realize there is no perfect science here ...other than my first solution of less tasks on the list. :)

    ginidietrich
    ginidietrich moderator

     @EricaAllison We use Basecamp for a couple of clients and it works really well, but I hate it because it emails me. I don't need the email reminder, you stupid tool!

    MimiMeredith
    MimiMeredith like.author.displayName like.author.displayName 2 Like

    A bazillion years ago, I read my first (um...and maybe last) time management self-help book. I think it was called If You Don't Have Time to Do it Right, When WIll You Have Time to do It Over? Or something like that. All I really remember is that it is where I learned the concept of the Master List. One piece of paper (thank you very much) with all the to dos. Not just work related, but all the things to which you must allocate time, no matter how messy the sheet and how many notes are in the margin...just one go-to list. I still keep one. I also keep a nifty spreadsheet of work projects, deadlines and progress in the event someone actually wants to see some tangible evidence that I have priorities. Because my master list isn't pretty...it's a perfect reflection of my life. In one spot. Yay. And when I've celebrated checking off and adding to until the page is bursting, I start a neat new list, transferring those items I still haven't checked off to the top. And, although I tried a moleskin to keep my list under wraps and more current looking, the legal pad is the format to which I return. I think of it as my launch pad.

    ginidietrich
    ginidietrich moderator

     @MimiMeredith This is really fun! Learning about how differently people do things. I want to see your launch pad someday.

    matthixson
    matthixson like.author.displayName 1 Like

    I have worked on this issue personally for years.  I have been implementing and reimplementing GTD for over 10 years.  I used OmniFocus in the past but I can't work with my team with it.  I have heard of people that rewrite their todo list manually each day.  This gives you a way to review it all the time.  I have found that I need to be electronic or I end up keeping multiple lists in multiple place.  At that point I have no idea which list is current.  I now use Asana.  Price = free on all devices and works with up to 30 people.  It is also designed for GTD which I like.   It really comes down to what works for you.  

    MSchechter
    MSchechter

     @matthixson @ginidietrich Have either of you looked at iDoneThis? I'm also fascinated with their approach to team communication.

    ginidietrich
    ginidietrich moderator

     @matthixson I'm one of those who writes my to-do list manually every day. But it's interesting to think about sharing task lists with your team. Hmmmm....

    kamichat
    kamichat like.author.displayName 1 Like

     @ginidietrich I am totally with Matt Hixson on using Asana for teams. It rocks and sends you email reminders, too.

    MSchechter
    MSchechter

     @matthixson  @kamichat  @ginidietrich Too limited :) I don't need to see something that's due a month from now. And since they don't offer start dates, I can't not see it until I need to start working on it. 

    MSchechter
    MSchechter

     @kamichat  @ginidietrich I find the email reminders to be a bit unwieldy, but hope they fix that in a future version. I use it with Mike Vardy (he swears by them), but I find their reminders overwrought due to the lack of start dates.

    MSchechter
    MSchechter

    You're wrong and let me tell you why... Just kidding you know this isn't really a matter of what's right and wrong. Just what's right for Gini, right for Allen and right for my addled brain. You need less support. Paper's enough. Paper drives me mad. I love it for the short term (especially David's ETP), but I can't have things I don't need to do staring me in the face. It's just a well of distraction. OmniFocus gives me the ability to have that go away until I need it to show up. While I'm sure there's a way to do that with paper (Hello David Allen's 43 folders), tech is my tool of choice. It also lets me create tasks that link to relevant materials. Need to respond to an email, OF links to it. Need to research something on a site, I can add that to the notes (I can even create tasks from Instapaper). Need to act on something in OmniFocus, I hacked a way to get those in.

     

    When I joke that you're wrong or crazy (not certain you aren't... hell you tolerate me :) ) it's more the amazement of how you do what you do, the way that you do it. It's envy.

    ginidietrich
    ginidietrich moderator

     @MSchechter You know what? We might actually agree on this. I only use paper for my immediate to-do list (which is pictured in the blog post). But I don't use it for anything else. We probably use a similar process with a few tiny tweaks.

    MSchechter
    MSchechter

     @ginidietrich I figured that you were just playing up the "fight" aspect. As much as I've gone deeper down the rabbit hole on the tech side, you're push encouraged me to find better ways to use paper. A plain pad still won't cut it for me. I like the structure of the ETP or the meeting capture form I use (or even something subtle like Aaron Mahnke's Capture Pad), but I'm seeing the benefits more and more. Just still wish it was easier to read my own damn handwriting (although Brad over at The Pen Addict is helping me out a bit there).

    Lisa Gerber
    Lisa Gerber

     @MSchechter OMG, you had me at the first sentence. Hilarious.

    MSchechter
    MSchechter like.author.displayName like.author.displayName like.author.displayName 3 Like

     @Lisa Gerber I've had friends tell me time and time again that I should own Yourewrongandletmetellyouwhy.com :)

    NancyCawleyJean
    NancyCawleyJean

    Oh GIni, I do love my check lists on paper. I've tried so many techy things to help me, but the only things that get done are the ones on paper!! Thanks for this post!

    Hajra
    Hajra

    I am with you Gini on this one. I have a smart phone to manage things but when are smart phones really smart? And what if they run out of battery. 

     

    Somehow I have always found my peace with a paper. It makes things more sorted out and the satisfaction when I strike out a task done is plain awesome! :) And on paper you can never chose "remind me later"! Its like they are all staring at you.... serious!

    ginidietrich
    ginidietrich moderator

     @Hajra  LOL! You're right! There is no snooze button on the paper list!

    MSchechter
    MSchechter like.author.displayName 1 Like

     @Hajra  The ubiquity and dependability of paper are a major leg up, but that's why the universe (or more accurately Morphie) created the battery pack. It is also the ability to work off of your system when it fails (because all systems fail, even paper).

    sammacmillan
    sammacmillan

    GoTasks & Evernote = paperless workflow. And the best part is it's free. I can sync all my todo lists and notes from meetings between my ipad, iphone and desktop.

     

    I was about to drop the 79.99 for OmniFocus but this free setup works great.  

    ginidietrich
    ginidietrich moderator

     @sammacmillan Can you access GoTasks from any device without an Internet connection?

    sammacmillan
    sammacmillan

     @ginidietrich You can access it but it won't sync until you have a connection. I have a Wifi only iPad and it still works great.

    Trackbacks

    1. [...] Gini Dietrich wrote a post on Spin Sucks entitled Technology Vs. Paper for Your Task List, and in my very unscientific study of all the responses, over 75% of the respondents said they used [...]

    2. [...] Gini Dietrich pointed out a really interesting article in the Atlantic entitled “Why Women Still Can’t Have It All” by Anne-Marie Slaughter. [...]

    3. [...] I can’t help it, that’s what I do. I use both technology and paper for my task lists. [...]

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