Task Management with Mail.app

Publié le Catégorisé dans Geekiness 2 commentaires sur Task Management with Mail.app

I have to juggle dozens of short-term to-do items at any given time, so I need a process that is fast and practical, so that things don’t fall through the cracks. I stopped relying on my memory a long time ago.

Fast and practical in this case means simple. I like simple.

So my process relies on a single application : Apple’s Mail.app.

It goes like this :

  1. I receive an email, say like this one, that contains an action item
  2. todo01.png

  3. I highlight the relevant action item in the message body
  4. todo02.png

  5. I right click and select New Todo (Leopard users, click on the ToDo button in the toolbar)
  6. todo03.png

  7. I tweak the Todo header text (I prefix my todo’s with little codes, as in T: for Translation) and add an alarm if necessary (red circly-arrowy thingy)
  8. todo04.png

Thats it. It takes a couple of seconds to create a todo.

Now, to make this even more practical required two extra (one-time) steps:

  1. I created smart mailbox in Mail that displays all of my incomplete Todos.
  2. todo06.png

  3. I created a separate mail-viewer window (File > New Viewer Window). I selected my smart mailbox, then hid the sidebar (View > Hide Mailboxes) and hid the toolbar (View > Hide Toolbar). The result is a second Mail window that is always open and only shows my ToDos.
  4. todo07.png

From this window:

  • I can click on the yellow check boxes to mark an item as done.
  • I can click on the little grey arrow to open the original email message, reply to the message and attach my deliverables to the reply.

Todo? Tada!

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