Great Post on Evernote as Trusted System

Michael Keithley has a great post for those who want to use Evernote as their trusted system. Covers all the basics in just over a page.

Click here to see RestartGTD’s 30+ posts on Evernote.

Bill Meade

Evernote Conference 2014: Top 5 Benefits for GTD Users



Evernote had their fourth annual conference this week. A recap of Day 1, was posted by Evernote, but Day 2, and Day 3, did not make the blog. I watched from afar, underwhelmed at what the technology press were able to wring out of the conference as news. but there are a few big benefits for GETTING THINGS DONE users:

  1. The biggest benefit I’ve identified is that Evernote’s monthly upload quota has been raised from 1 gigabyte per month, to 4.
    IAccount_Info saw this in my account this week. But it was not mentioned at the Evernote conference. Looking around the web it appears that you can opt in to Evernote’s new web template, and that is what causes the bump. There is confusion about this on Evernote’s forums. It looks like trying the new web form explains the increased upload.
  2. So, Evernote has a new web form.
    Fullscreen_2014_10_03__8_48_PMAnd if you opt in, you get 4 GB of upload per month! To see the form and get the upload quota bump:
    Step 1: Log in to via a web browser
    Step 2: When you see a dialog box that says “Try the new Evernote Web?” click yes.
    The new web form is nice, and uncluttered. But, is not as fluid as 3×5 cards. :-(
  3. “Work chat” client built into the base Evernote application. IEvernote_Goes_Collaborative_with_Work_Chat_-_Evernote_Blogt must suck to be the product manager for Office 2013. EVERYONE on the planet is trying to kill email. Evernote, Slack, Asana (see post) and one would have to remember Google WAVE, are all attacking email. This is not likely to have a big GTD impact soon. But, it may be a big deal to GTDers before long. We tend to over predict impacts of new technology in the short run, and under predict them in the long run. I can imagine David Allen smiling at this news. He has chosen to focus on the logic of work, and fastidiously avoided entangling alliances with electronic technologies. I wonder if Work Chat will be exclusively focused on Evernote Business users, or if we individual GTDers will gain workflow advantages as well.
  4. Evernote API. I’ve been waiting for Evernote’s API to build momentum for Evernote, in the way that Twitter’s and Facebook’s APIs launched them past competitors. But, the results have been slow and … goofy. But, API results are starting to happen. Go to, and you can see how you can blog from inside Evernote, by creating a note, and then tagging it with “published”
    Postach_io___Collect_and_share_from_all_your_favourite_apps__like_Evernote_and_Dropbox_Imagine a project story board that is organized as a blog. Every day, the post is updated and refined, so everyone can see where the project is. Hmmmm. Evernote API is getting warmer this year. But, when you check the Evernote App Center, no killer apps … yet.
  5. And finally, the last big lesson from Evernote’s conference this year, is that … getting things done is still in our hands. The conference was a blizzard of individual people, showing how they use Evernote to get things done. Using your mind efficiently and effectively is still THE GAME. Thinking drives work to completion. And while electronic tools help thinking, especially, collaborative thinking, they are not yet impressing anyone generative thought. Evernote also announced an effort to build AI into Evernote. AI by the way means “Augmented Intelligence” not artificial intelligence.

I wish GTD had a tool that aided project thinking the way that spreadsheets and databases aid analytical thinking. But .. not. Getting Things Done for the foreseeable future remains an act of will, to think.

bill meade

Getting Started with GTD: The buddy system




When I was getting started with Getting Things Done (see GTD Notable PDF), I had two buddies. First, an experienced GTD buddy Ian Watson, and another novice buddy, Mark VanderSys whom I mentioned in yesterday’s Getting Started with Getting Things Done post as well as in earlier RestartGTD posts here and here.

GTD Experienced Buddy Lessons Learned

  1. I want your word that you will read the book … I won’t get off your chest until you promise. This was the GTD start for me. “Yes, I give you my word :-(” … hey, they have GETING THINGS DONE on Audible!
  2. Project file folders need to be kept separate from reference file folders.
  3. “Go to David Allen’s seminar. Do not bitch at me about the cost. No, never mind, I’ll pay the cost for you!”
  4. Check ins with an experienced GTDer help A LOT.

GTD Novice Lessons Learned

  1. I’m not the only one who gets overwhelmed.
  2. When I get overwhelmed, the best thing to do is to go back to chapters 1 through 3 of GTD, and review.
  3. We CAN do this!
  4. When writing down a next action, nothing less than a complete sentence. Cryptic next actions on cards take time to remember. And, can cause your subconscious to loose trust in your system.
  5. When creating project names, make them short, memorable, and funny. Short, memorable, funny project names are easier to remember.

How a GTD buddy helps

GTD buddies help you by:

  • Giving tips that build early GTD implementation momentum.
  • Checking in, which forces you to reflect and realize that GTD is working, even though new GTD users obsess exclusively about how GTD seems not to be working
  • Encouraging you to keep on. A month or so into my GTD implementation Ian Watson (Experienced GTD buddy) said “Wow. Having a meeting with you, is like … having a meeting with me!” HUGE!

How to find GTD buddies

  • Novice GTD buddies are found by reading chapters 1-3 of GTD, then evangelizing the idea of GTD to your friends. See who takes up the challenge, and wants to talk to you about it.
    • *Note* do not be discouraged if your spouse is not your GTD buddy. Spouses are too close to be good GTD buddies. And often, spouses read GTD and being the more organized member of your union, say “But, … I already do all of this!” Not building on your momentum.
  • Experienced GTD buddies have probably, already found you. In my rich fantasy life, I like to think that this blog is an experienced GTD buddy finding people. But, … not. RestartGTD readers have already been found, evangelized, and have taken a shot at implementing GTD before they find this blog.
  • If you don’t have an Experienced GTD buddy, try Appendix B: Talk to an experience GTD Buddy below to send questions to me. I hereby volunteer (for now) to being an experienced GTD buddy to RestartGTD readers.
    • [9 hours later 0 takers, c’mon!]

How to use GTD buddies

  1. Find the recipe …
    that you want to use to take a(nother) crack at getting on the GTD band wagon. Pick a “getting started” recipe from the book (and/or David Allen has a new introduction to GTD focusing on fundamentals
    GTD_Fundamentals), RestartGTD’s blog post recipe, or other any other recipe.
  2. Tell them
    That you are trying to implement GTD again. Send them an email. Point them to your recipe. Ask them for their recipe. I benefitted enormously from Ian Watson’s being at my elbow, eager to answer questions.
  3. Ask them to help
    specifically, if you can once a week, for one month, talk to them about their use of GTD, and get them to review your use. After a month, check in occasionally on a timed basis (8 weeks) or whenever one buddy feels overwhelmed. Read Appendix A: Using Skype to implement your GTD buddy system below. And then do your weekly show and tell, sharing screens. Just for a month.
  4. Follow up
    when a week passes and it is time to check in with your GTD buddy. Just Do It! This may be mentally tough, the universe (you may have noticed) resists us becoming organized.

Try GTD Before you Give UP

If I can implement GTD, … anyone can implement GTD. I was the worst organizational sinner on Earth. Here, … see if you can guess which desk is before GTD, and which is after GTD.

If you want to see more, then check out my before GTD after GTD post. And, my post on how procrastination and guilt go down over time with GTD.

bill meade

 Appendix A: Using Skype to implement your GTD buddy system

Using Skype to share screens is easy!
1. Get your Skype session going. If you need to set up Skype, click here for a YouTube tutorial.
2. Click on the plus thought bubble at the bottom of the screen
Skype3. Click share screen in the pop up:
Fullscreen_2014_09_27__3_49_PM4. One buddy goes first, showing how s/he has implemented GTD. Questions go back and forth.

5. Then whoever went first, clicks the + thought bubble, stops screen sharing, and it is the turn of the other buddy to give a walk through of their system. Questions go back and forth.

6. MOST IMPORTANT after you sign off, each buddy writes four “lessons learned” bullet points, and emails them to the other buddy.

 Appendix B: Talk to an experienced GTD Buddy

Getting Things Done: Reviewing GTD in a complicated organizing program




I have an artist friend, Mark VanderSys


Source: (2/3 down the page)

who runs a small, extremely high-touch graphics business: By extremely high-touch I mean: gigapixel pictures with digital scan backs, heavily customized web sites, and seemingly impossible pictures without parallax (i.e., the entire width of the picture is taken at a perfect 90 degree angle to the subject) and …


extremely clean low-retouch photography


New Addition:
The picture at the top of this post is an un-retouched image taken of objects spinning. It was taken with a digital scan back in a standard 4×5 industrial bellows camera, Mark gave a tutorial at BetterLight where he showed step by step how the picture was taken. Click here for the magic pixie dust demo via an .mov file that shows the process.

Mark and I have been implementing Getting Things Done together for several years. Mark uses a customer requirements planning program,, to organize, share, and track his work. Mark and I just spent two hours looking over his implementation of Asana, and reflecting on how GTD lives in very complicated, very powerful systems like Asana.

Lessons Learned

  • Using Skype to share screens is easy!
    1. Get your Skype session going.
    2. Click on the plus thought bubble at the bottom of the screen
    Skype3. Click share screen in the pop up:
    Fullscreen_2014_09_27__3_49_PM4. Continue your conversation while sharing your screen!
  • Complexity of the tool, Asana, Omni-Focus, whatever, expands like a gas to fill your energy and memory, leading to feelings of being overwhelmed. And,
  • … complexity crowds GTD logic out of your mind.
  • When GTD gets crowded out by a tool, we naturally stop managing self-expectations. You are now standing at the top of the GTD off-ramp.

How to implement a new program

  • Get some work into the system. Don’t worry be crappy.
  • Get to know the system, really try to make it work. But, relax. Rome was not built in day.
  • When you get frustrated, talk to your GTD buddy. Getting started with GTD is much easier when you have a buddy. Mark VanderSys is my GTD buddy.

What your GTD buddy will tell you:

  • Slow down.  Rome was not built in a day.
  • Go back to basics. Now that you know a bit about Asana (or OmniFocus, or whatever) it is time to re-read the first three chapters of Getting Things Done. As you go through the chapters s-l-o-w-l-y, write ideas on 3×5 cards, page by page through chapters 1 through 3.
  • Focus on how the program allows each of GTD’s tools to be implemented. Make notes of next actions for doing GTD more fully.

Organizing Work with Hierarchy … and in an Intertwingled World



Source: Preface Intertwingled


  • Organizing tools allow different kinds of organization. In particular, different kinds of project-next action relationships.
    • Paper
      … with a next action focus, manila folders, creates an implicit one-to-many work hierarchy. One project, one manila folder, and inside many next actions. All the next actions relate only to the project indicated by the folder’s name.  
    • Outline tools
      … like OmniFocus (built around OmniOutliner), Evernote, and OneNote use an implicit one-to-many work hierarchy. That is, you start with a project, and then create N next actions to complete the project. But advanced tools like OmniFocus go a bit further. Next actions can relate not only to projects in a hierarchical way. Next actions can also relate to contexts. So the simple one-to-many hierarchy of project and actions, begins to fray. GTDers are coached to think of projects and contexts as a kind of matrix organization structure, and then next actions live at the intersection of project and context.
    • CRM (Customer Requirements Management)
      … systems like ASANA however, are not limited to one-to-many work hierarchy. Yes, you can create a project and then a task underneath the project. But in addition, Asana tasks can be related explicitly to multiple projects.

      This is a many-to-many link which CRM systems have evolved so that a next action can be tracked in relation to many projects. With many-to-many relationships, CRM allow GTDers to use “more colors of the rainbow” by tracking multiple projects that a next action relates to, but CRM systems shatter top-down one-to-many work hierarchy that a GTD person is used to seeing, and substitute an extra step of running queries, to see the full status of a next action against its projects. Very disorienting … at first.

  • Ugh, I’m feeling scared. Overwhelmed, dizzy. What can I do if I need to use a CRM system to implement GTD in my intertwingled life?
    • Go back up to what your GTD buddy told you above:
    • Just be aware of what the electronic system can do. And use GTD within that electronic system, as fully as you can. Don’t force yourself to use too much complexity.
    • Wait. Over time, as you keep your eye on GTD inside the system, you’ll have ideas. For example, you might have the idea in Asana, of doing a query that shows you the next actions in the system, that will move the most projects forward. Might be useful to try!
    • Experiment. Let these ideas come, and then experiment with them.

Thanks Mark VanderSys for a fun afternoon of GTD buddy check in!

bill meade

Evernote Bugs … or bad Evernote weather … or an uninitialized variable (file name?)


In the past week I’ve noticed problems with Evernote capturing from Web Clipper and Clearly. For example, go to this WIRED article on an artist who did a self portrait with GPS equipment and DHL taking the equipment around the world.



When I opened the article in Chrome for Mac, Evernote Web Clipper, and clicked Save:


Evernote said that it saved the clip:

Artist_Admits_He_Didn_t_Actually_Use_GPS__DHL_to_Create__Biggest_Drawing_in_the_World____WIRED_and_Evernote_Premium But … the clip did not appear in Evernote on my Mac after I synchronized.


GTD Evernote users, *might* want to check that web clippings are actually being captured. Just to be sure.

Fast Ways To Double-Check-Web Clipper:

  • When Web Clipper displays the confirmation that your note has been captured:
    Artist_Admits_He_Didn_t_Actually_Use_GPS__DHL_to_Create__Biggest_Drawing_in_the_World____WIRED_and_Evernote_PremiumClick on the title of the article to open the note in Evernote, to make sure the note is there.
  • Or, instead of using Web Clipper, capture the note with Clearly. I’ve had no trouble with Clearly capturing notes this week.
  • Open Evernote on your computer, click the Sync icon
    Evernote_PremiumAnd then click on the “All Notes” (or “Clear” icon if you have run a search) and then scroll to the top of your notes to make sure the note Clearly or Web Clipper says it captured, is there.

This might be a problem of capture (from Web Clipper or Clearly) or it might be a problem of synchronizing. I’m using Evernote Mac 5.6.0 which I think is a beta release.

ScanSnap GTD Tricks #1: Next Action Stamp


As I was depositing a check with my ScanSnap this morning, I had the idea that I should post a few ScanSnap GTD tricks. Then Joe Terrana posted a comment to the 2014 Getting Started with Getting Things Done post, with a cool *new* trick.



Go to Amazon, then order this custom rubber stamp, and then follow the instructions to “Contact Seller” and send them “Next Action” as the message for the stamp.

Then once the scanner arrives, you can stamp paper with “Next Action” scan the paper into Evernote (Click here to subscribe to Evernote), and then after Evernote does optical character recognition (OCR) on the stamped part of the note, you can search for “Next actions” and find all of your scanned next actions.

Very slick.

Very Simple!

Thank you Joe for the ScanSnap GTD Trick #1.

bill meade

p.s., I had the idea, since Evernote also attempts to recognize hand-written characters, that I could scan a note card with “Next Action” on it, and perhaps achieve the same result as using a custom rubber stamp. Here is what the card looks like:


Expecting Evernote to be able to read my handwriting is not a fair test, I know. But, it seemed like a fun trial. Evernote’s explanation of how OCR works says that it take a “few minutes.” I’ve always assumed that Evernote takes “over night” to complete OCR operations, so we’ll see how long it takes for this note:

  • 1st check on indexing status: 20 minutes later … not indexed.
  • 2nd check on indexing status: 11 hours later … not indexed.
  • 3rd check on indexing status: 23:10 later … not indexed.
  • 4th check on indexing status: 33 hours later … INDEXED!!!!

However long it takes, I’ll update this post after Evernote indexes the card to see if it is possible to simply write “Next Action” and have OCR recover the magic GTD words.

You can tell if an Evernote note has been indexed by clicking on the i at the upper right of the note:


And then looking at “Attachment Status” 3/4 of the way down the dialog box (red arrow).

While it is true that GTD indexing can be measured in minutes 33 * 60 = 1,980 minutes. It is not a safe workflow to depend on Evernote scanning documents immediately.

Success … kind of

After my index card was OCR’d by Evernote, I am able to search for the word “Next” but alas, “action” in my hand writing was not recognized. :-(


I was not able to determine precisely how long it took for Evernote to do the text recognition.

Lesson Learned:

You can buy a self inking stamp, and Evernote will read it. Thanks again Joe Terrana for giving me the stamp idea, so I could have the stepping stone idea of just writing “next action” on the card.

It would be smart to create a sample card for yourself, scan it, and then see if Evernote can recognize your hand writing. In fact, if you’ve already written “next action” on a 3×5 card that you scanned into Evernote, you might be able to test this out today. Just search on the GTD Magic Words! 

Quick Index of Most-Read Posts


Best GETTING THINGS DONE Scanner Alternatives


The dominant alternative scanners if you are looking to use Evernote as your GETTING THINGS DONE reference filing system are:

  1. ScanSnap Evernote Edition $495 (*Note* that you get a year of Evernote worth $45)
  2. ScanSnap iX 500 $448
  3. Epson WorkForce DS-510 USB ($279) or WiFi ($399)
  4. Brother ImageCenter ADS-2000 $308
  5. NeatDesk Desktop Scanner $339
  6. HP ScanJet 3000s2 $350
  7. ScanSnaps on Craigslist

Which one should you buy to get GTD off the ground? Any of them! Even though they cost real money, the incredible lightness of being you will get from being paperless will more than compensate. Do it, click a link and order. Do it now!

Having purchased a scanner (ScanSnap iX 500) recently, my fourth Fujitsu ScanSnap, here is the decision process I went through.

Came out just after I purchased. I missed my chance to have all the drugs. This scanner today, is a great first choice for an Evernote person. There is a scanner control panel for the Evernote ScanSnap edition that looks like this on a mac:


When the ScanSnap Evernote Edition came out, it was featured prominently on Evernote’s web site. It is much less prominent today. In fact, I had to Google to find the direct link to it. So this *might* be a white elephant that gets abandoned by the green elephant in the future. Still, it is a ScanSnap so you probably can’t go wrong.

And which routes documents, business cards, receipts, and photos automatically to Evernote notebooks that you specify. If automatic routing of documents to folders is something you are looking for, stop reading and buy the ScanSnap Evernote edition.

The reason to buy this scanner is that it is top rated. It has the highest satisfaction rating in document scanners on When I’m buying a product on I look for as high a proportion of ratings as possible in 5 stars. And, the distribution of ratings has to be at least a triangle. Draw a line from upper right to lower left in the ratings bars, and if there is a bar over the line, I won’t buy that product. Look at the iX 500’s ratings:


The iX 500 has the questions and most answered questions, and it is the best seller. Great machine, neutral price (because it is wicked good), and as you push click, you will think of the machine’s price for the last time. Having four successful ScanSnap purchases, this is what I bought last time around.

I looked at the Epson last time around. But it has less traffic, fewer ratings, fewer answered question. And is 1/2 star lower rated by Amazon customers.


Still, this would be a better buy than the $250 ScanSnap scanner. The automatic document feeder on the lower level Fujitsu scanners is … um … not strong. I’ve owned two of the 300ish ScanSnaps and I’d rather gamble my money on the Epson DS-510 than re-buy a 300ish. Also, I like that there is a USB-only option for $120 less. Wireless connections are demon possessed by definition. I tried wireless on my ScanSnap iX 500 to make sure it works. And even got scan to phone working over wireless. But for everyday trouble free scanning, wireless can’t compete with USB.

If you go for the DS-560, you are just $50 away from the price of the defacto standard iX 500. So knowing I was going to like the iX 500, I just paid the extra money. Buy the best only cry once. But, I bet the DS-510 is a great product.

Like the Epson scanner, the Brother unit looks good. But again, fewer reviews, and less highly rated.


Again I thought hard about this, but for $150 less, the 150 customers giving it 5 stars vs. the 1,070 giving the iX 500 5 stars, might give me pause.  Still, saving $150 bucks could be done. has great return privileges I hear. But I’m old and lazy so I did not go there.

NeatDesk does the most advertising, so many people see this as THE scanner to get. Until they check out the customer ratings:


NeatDesk flunks my “triangle rule” as the number of 5 star reviews is actually lower than the number of 1 star reviews. Too bad, the slots that this scanner has for receipts of different sizes might be a great feature. Anyway, when I looked at the ratings, I knew this was not what I was looking for. Also, NeatDesk has separate versions of the scanner for Mac and PC which is always a bad omen.

Having worked at HP with HP’s Digital Sender 9200, I would like to love this scanner. The 9200 was the first product I ever saw scan to PDF and email the PDF. It was a network only device. An amazing work of art from HP Bergamo (may it rest in peace) and a software artist section manager.

A quick look at the feedback is instructive:


Only eight 5 star ratings. And very few customer reviews. HP’s entry is a poor bet just because there is so much less user information about it.

  • Craigslist ScanSnaps

If you are no-money-down GTD person, Craigslist is for you! Yes, you can find ScanSnap scanners locally. Here are three that are available in Portland OR near me.


I’ve had students buy ScanSnap S1500 scanners for $100 and be very happy with them. I’ve also found ScanSnap S1500 in liquidation shops. New-in-box ready to get you on the GTD wagon for good!

Hope this helps you pull the trigger! Order the scanner of your choice, and then go to my Getting Started with GTD 2014 post and start at the top of the list.


Getting Started with GETTING THINGS DONE – 2014 – in 28 steps



Getting started with GTD is much easier if you have a buddy. Preferably, two buddies, and experienced GTDer buddy, and someone who is at the same experience level as you in implementing GTD. See GTD buddy system for more details.

How To:

If you asked me how to get started with GTD today (see What is GTD before embarking on this journey), this is the advice I would give. Step zero, take a picture of your desk. If you follow this guide, and get GTD to stick, starting point chaos, will be a valuable data point to refer back to. Here’s my initial desk before embarking on GTD


  1. Order GETTING THINGS DONE and 1,000 3×5 cards
    a. Buy the unabridged audible version of GTD and listen to it while you are driving.
    b. And, buy a Kindle or paper version so you can highlight passages, when you circle back to re-read GTD.
  2. Order a Fujitsu ScanSnap iX500
  3. Go to CostCo and get 4 large (free) boxes in which to triage documents
  4. Subscribe to Evernote
    a. Go to and click on “Sign Up”
    b. Get you your credit card and pay the $45 a year
    c. Get your email confirmation that you account is set up. Write down your username and password for evernote on a 3×5 card.
  5. Download Evernote and install the client on the computer you use most
    a. Download Evernote
    b. Install Evernote
    c. Connect the installed software on your computer, to your evernote account (use the username and password you wrote down in Step 4 c.
  6. Install Evernote Clearly into the web browser you use most
    a. Clearly is a browser add-in, separate from the software you installed above. Evernote = database. Browser add-in = on-ramp to database.
    b. Go to a favorite web page of yours, then click Clearly (a Luxo Lamp Icon) and watch as Clearly removes the clutter from the web page, allows you to highlight text. And most importantly, allows you to save the page to Evernote when you highlight or click sae. You are done for day 1. Time to walk your dog. Your dog will feel stress lifting off you as Millie demonstrates in the picture at the top of this post.
  7. Practice with Evernote (open it up, see the pages you have captured, add manual notes, create notebooks, etc.) each day as you wait for GETTING THINGS DONE and your ScanSnap to arrive.
  8. Practice with Clearly every day as you wait for GTD and your scanner. You might want to read the RestartGTD post where the capstone line is: “Clearly all by itself makes Evernote worth it!” towards the bottom. Then go back and play with Clearly and Evernote.
  9. When the ScanSnap arrives, unbox it immediately, and install it on your computer with the included DVD. This will take you about 20 minutes. Do not read GETTING THINGS DONE until instructed to do so in Step 12. If you procrastinate on installing the ScanSnap to save 20 minutes now, it will take you 20 months or never, to get the ScanSnap installed. Do it. Do it now! (31 seconds in)
  10. After the ScanSnap is installed, get it working so you can Scan-To-Evernote with one click.
    a. Start the installed ScanSnap software by clicking on its icon at the bottom of your screen
    b. Left-click once on the ScanSnap software icon after it is running
    c. Look for “Evernote” in the pop-up list, and left-click once on it
    d. Put a page in the ScanSnap, push the blue button, and watch as the page appears in Evernote. Cool!
  11. Once you have steps 1 through 10 accomplished, then …
  12. Read the first three chapters of GTD.
  13. Read only the first three chapters of GTD. Don’t give in to temporary energy and enthusiasm, and read the entire book. Just chapters 1-3.
  14. Energized by your first wave of hope after reading …
    Mark the 4 boxes you brought home from CostCo as
    “To Scan”
    “IN” and
  15. Next put all your papers into the “IN” box. Don’t worry about making a mess. Just put each document in as a document. You will process and re-organize these documents later.
  16. After “IN” is full, then stop. Take the rest of the day off. I know you are eager to sprint to GTD nirvana. But, you need to pace expectations. Expecting to do a single good block of work at a time to implement GTD is a maximum. If you try to do more than a single block of work, you set yourself up for failure, self recrimination, and external ridicule. 83% of people who attempt to implement GTD fail. And they fail because they try to do too many things, too quickly, while tired. You did not make your organization a mess in a day. And you can’t transform it to a masterpiece in a day. One good thing a day is enough. If you want to see an organizational mess, check out the RestartGTD post on GTD Time Lapse at the top for before pictures.
  17. Next day, approach the “IN” CostCo box, and pull the first document from “IN” box, hold it up. Look at it, suppress any feelings about it, and ask yourself:”Will this ever have a next action?”
    a. If the answer is “Yes” put the document into “To Scan” and then go back to “IN” and repeat this step.
    b. If the answer is “Maybe” then put the document into “To Scan” and then go back to “IN” and repeat this step.
    c. If the answer is “No” then put the document in “Recycle” and then go back to “IN” and repeat this step.
  18. Once your “IN” box is empty, or your “To Scan” box is full (whichever comes first) then take another rest. At least 90 minutes to let your brain reset.
  19. When you come back, move the “To Scan” box next to your ScanSnap. Take each document out one at a time. Put the document into the ScanSnap, push the blue button. When the document is finished scanning, either put it in the box labeled “Recycle” or the box labeled “Precious” if the document needs to be saved.
    1. Once your “To Scan” box is empty, take the rest of the day off. Manage your expectations. One block of GTD work. One day. P-a-c-e yourself.
  20. Go back to Step 15 if you have more papers to process. And repeat Steps 15-20 until all the paper in your life has been recycled or captured in the box marked “Precious”
  21. Take the rest of the day off. Manage your expectations. One block of GTD work. One day.
  22. Once you have all the paper in your life captured in Evernote, the next step is to get your desk clear. Everything off. No pictures. No teddy bears. No momentos. Nothing on your desk in your field of view as you work. In particular, no pictures of faces in front of you where you work. Your brain will work processing faces without ever shutting off. One student has commented to me that this HUGELY reduced her fatigue.
    a. If you don’t have a real desk. Get a real desk. No substitutions, kitchen tables do not count. Floors do not count. You need a big space where you feel pleasure when you work. Go to IKEA’s “As Is” department and buy returned legs, tabletops, panels, conference tables. And modify to taste.
    b. Go to Amazon and get a monitor arm, wireless keyboard, and wireless trackpad or wireless mouse, to transform your desk back from being a giant monitor stand cluttered with paper, into being a brain’s desk that facilitates work. This is the most disregarded step in my instructions. But, it REALLY HELPS. So give yourself a leg up and try investing in your desk.
  23. Once you have a clear desk, and all your paper captured in Evernote, it is time to take your first “After GTD” desk picture. Put the “Before GTD” desk picture into Powerpoint on the left. And the “After GTD” desk picture on the right. Then save the PowerPoint slide where you won’t lose it. Here is my before/after PowerPoint slide:BeforeAfterDesk_pptxBefore/after pictures are important. Before/after pictures are hope. Elephant food if you are a Heath & Heath SWITCH: How to change when change is hard fan.
  24. Next step is time to clear your mind. Most people have 300+ projects in their minds when they start GTD. Sitting down to scrape these out of your head and on to paper, is terrifying. But once you start, you won’t believe how it lightens your mind, and how the time flies.
    a. Sit down and write down every open loop you can think of on 3×5 cards. Go for 100 at your first sitting.
    b. Once you get to 100, take the rest of the day off. Manage your expectations. One block of GTD work. One day.
  25. Repeat step 23 until you don’t have anything else on your mind.
  26. Once your mind is clear, then lay the cards out on your desk. The bigger the desk, the easier this is. Then
    a. group the cards together in clumps of similar stuff.
    b. These clumps are your projects.
    c. Organize each project’s clump into a neat stack on your desk. Once you have all the cards into their natural clumps
    d. put rubber bands around each stack of cards/clump.
    e. Take the rest of the day off. One block of GTD work. One day.
  27. At this point, your mind is clear. You have all your ideas where your brain knows they won’t be lost. Now you have to decide how you want to move forward with GTD.
    a. Whether you will go all analog, using manila folders – one for each project – with 3×5 cards in them, and keeping a master project list by hand.
    TrustedSystemgenerations01_pptx 2
    Or …
    b. Go digital OneNote to organize your projects. Creating project lists with [[projectname]] and then transcribing your 3×5 card notes for each project, into next actions. *Note* your 3×5 cards are likely not Next Actions in the David Allen sense. The step of taking a thought on your mind that you are feeling guilty about, and then compiling it into next actions as you transcribe the card into OneNote is not wasted effort.
    c. Using Evernote to manage your projects as well as your reference files. Create a “Projects” folder in Evernote. Then, create a sub folder for each project. And then either transcribe your 3×5 card into next actions as in b. above with OneNote. Or, by scanning your 3×5 cards into Evernote.
    d. Using OmniFocus (if you are a Mac person). OmniFocus is powerful … and dangerous. OmniFocus is probably the highest fidelity GTD software system. But you may experience over-organization from OmniFocus with the consequence your brain refuses to use the system … as I did. However, if you are a sales person, think hard (try) OmniFocus because David Allen has refined the GTD system to work for sales people. Nobody works harder than sales people, you will need all the system you can get to do your job well.
    TrustedSystemgenerations01_pptx 4
    e. Some kind of hybrid system. My GTD trusted system is broken up across paper and electronic tools. This is less simple to explain. But, my brain will use it. I tried OmniFocus in a monolithic trusted system (27 d.), but I hated sitting down to my desk. So I had to retreat to paper.

The Goal

The above 28 steps are the process that I’ve seen work the best for the about 200 people I’ve helped boot-up GTD. Personally, I’ve stayed on the GTD wagon because I have a ScanSnap and Evernote. These tools make it easier to capture information correctly, than to live in a mass of disorganized papers. My love of 3×5 cards and manila folders gradually gives way to electronic project organizing as a project lifts off. The cards and folders are early stage capture tools for my projects.

Your mileage will vary. My tools will not be perfect for you. I’ve changed my tools so many times (except Evernote and the ScanSnap) that I’m proof that one size does not fit all.  Single design does not even fit one person all the time. But the point is to build your system gradually, experimenting, testing, reflecting on how it *feels* to your brain. Does it allow you to swing, to stop constantly worrying you’ll forget something? Does it *feel* fun to work with? Does your system cut your procrastination and guilt? Are you trying to do too much, too fast?


This process will not get you 100% to the way David Allen’s system. But, it will get you to the nearest local maxima of GTD productivity and GTD swing. Once you go paperless you will discover what a drag paper is. Your Evernote reference filing system will allow you to find everything … in 15 seconds. Evernote *secret* = Evernote does text recognition on all your documents. All you have to do is think of two words that would only be on the document you need, type them into Evernote and *zap* the document is at your finger tips.

Once you have all your projects in some kind of place (manila folder, OneNote folder, Evernote folder) you will feel release of stress. An emergency department doctor who I dragged kicking and screaming to Evernote and a clear desk said to me “I can’t believe how much less stress I’m feeling now.” After my first week of GTD my wife said “Why are you so happy?”


  • When doing a mind sweep, I do not follow David Allen’s two-minute rule. This is the only time in my GTD life, that I don’t DO anything that can be done in 2 minutes, and instead, just write down the 2 minute tasks. After my mind is empty, it is easy to take the 2 minute pile, and burn through it. And, it gives you quick wins to keep expectations at bay.
  • I’ve found that three steps in the above process are sticking points:
    a. Getting the scanner out of the box and functioning. I’ve had to drive to people’s desks and make the scanner go for them because of this “out of box” sticking point. See RestartGTD post abomination of deskolation for case study.
    b. Getting the desk clear. Again, I’ve found it easier to drive to desks and show people what their desk looks like REALLY EMPTY. If you contact me ( for advice. The first thing I will say is “Tell me about your desk?” and what you need to say back is “I got EVERYTHING off it.”
    c. P-a-c-i-n-g yourself. Manage your own expectations. Do not change everything in your organizing, all at once. Know that change will take t-i-m-e. Match building your GTD system, to when you have blocks of fresh energy. Energy is temporary. Read that sentence again!
  • This step-by-step puts getting your computer infrastructure working as a pre-cursor to reading GTD. If you don’t put infrastructure first, you will try to get Evernote and your ScanSnap working while you are tired. Not a good strategy.  
  • When starting out, keep two separate kinds of files: (a) Project Files, and (b) Reference Files. Consciously separating the two kinds of files can prevents confusion. *Aside* I suspect that I *resist* using Evernote for project files because my brain likes having physically separate project and reference files.
  • Reference filing is a capstone skill of getting into and staying with GTD.
  • Having a real desk is a capstone skill of getting into and staying with GTD. Clutter is the enemy, and there is more clutter on desks than everywhere else in your life. Win the battle against clutter, GTD will work.
  • Managing expectations is a capstone skill of GTD. One block of GTD work. One day. Is the rule.
  • Experimenting with new tools, selectively, is a capstone skill of staying with GTD.

Four Steps to OneNote without Crazy

Bill’s *Trick* for using OneNote Like Evernote to GTD

In my previous review of OneNote I mentioned that Evernote’s canvas was superior to OneNote because I could just insert objects (pictures mostly) and the canvas would make space for the object. I discovered last week, that OneNote does the same thing … as long as you do not get carried away. This post is a four step tutorial on how to make a OneNote page, behave.

Step 1: Create the page

From a GTD perspective, it is SO EASY to create a OneNote “Project” page, and start new projects from there, I’ve become pretty GTD-addicted to creating pages from m project list. Start with a blank project list like this: Project_List

Then type in the project name beginning with [[ and ending with ]]:


When you enter the 2nd ] your linked project page will be created and will look like this:


Step 2: Go to the project page

Go to the project page and click at the end of the project name so your cursor thinks you are going to modify the end of the project name:


The trick is to hit *enter* at this point. Cursor will jump down below the title of the project, and will wait for you to type something. Should look like this:


Step 3: Type Something

Type something like a Next Action (or my Next Action post), the text box will resize automatically. Or, you can drag the text box to be as wide as you want. Will look something like this:


Step 4: Stay inside the text box

Now all you have to do to have an Evernote-like OneNote, is to NEVER ENTER ANY DATA OUTSIDE THE TEXT BOX. For example, maybe you want to put a picture of the weed mat after one of the next actions. Just create a new line in the list, and then drag the picture to the new line.



If you use a text box inside OneNote notes, you can make the OneNote canvas behave just like Evernote’s canvas. New insertions add their own new rows, and you don’t have to use one note’s “add space” tool.