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Unit 4 Slides

The document outlines a multi-step process: 1. Phase 1 involves collecting information. 2. Phase 2 processes the information. 3. Phases 3-5 involve organizing tasks, reviewing, and taking action. The document also lists different types of lists and containers used to manage projects and tasks, including project lists, plans, things waiting on, calendars, next actions, reference materials, and someday/maybe ideas.

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111 views

Unit 4 Slides

The document outlines a multi-step process: 1. Phase 1 involves collecting information. 2. Phase 2 processes the information. 3. Phases 3-5 involve organizing tasks, reviewing, and taking action. The document also lists different types of lists and containers used to manage projects and tasks, including project lists, plans, things waiting on, calendars, next actions, reference materials, and someday/maybe ideas.

Uploaded by

api-289189037
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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Unit1: Introduction

unit 2: Phase 1 Collect


unit 3: Phase 2 Process

unit 4: Phase 3 organizing


tasks in a trusted system
unit 5: Phase 4 Review
unit 6: Phase 5 Do
Unit 7: Apps and services
68

4
Theunit
solution
Collect
Process
Organize
Review
Do

1
2
3
4
5

69

12

11

70

Project List
This list provides a stake in the ground for
each project, reminding you that it is an open
loop.
71

Project List: Things

72

Any notes, documentation, research, or other


resources to support your projects.

Project plans

73

Project Plans: Evernote for Mac

74

Project Plans: Evernote for iPhone

75

Things or people youre waiting on.


Easy way to bring up a list of everyone you
need to follow up with.

Waiting for
76

Waiting For: Things

77

Contains ONLY time-specific items.


Can also be used for action and decision
triggers.

calendar

78

Calendar: BusyCal for Mac

79

Your actions available to be done at any


moment.

next actions list

80

Next Actions List: Things

81

Not actionable but holds intrinsic value as


information. Can be divided by project, topic,
or area of responsibility.
You should have physical and digital versions.

Reference material

82

Reference Material: Evernote

83

Reference Material: Evernote Mobile

84

11
Combine all Project notebooks into
a Projects stack, and all Areas
into an Areas stack (in Evernote)
optional: create stacks for Resources and Archives
85

Reference Material: File box

86

Someday/maybe
Ideas, projects, creative imaginings you may
want to act on someday (see Additional
Resources for ideas)
87

Someday/Maybe List: Things

88

12
Select containers for Project List,
Project Plans, Waiting For,
Calendar, Next Actions, Reference,
and Someday/Maybe
89

12
Select containers for Project List,
Project Plans, Waiting For,
Calendar, Next Actions, Reference,
and Someday/Maybe
90

12
Select containers for Project List,
Project Plans, Waiting For,
Calendar, Next Actions, Reference,
and Someday/Maybe
91

12
Select containers for Project List,
Project Plans, Waiting For,
Calendar, Next Actions, Reference,
and Someday/Maybe
92

93

94

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