Tag Archives: Getting Things Done

GTD Time-Lapse

Posted on by

In the beginning, I was disorganized, no GTD, no Evernote, no OmniFocus, no Dropbox, no OneNote. My desk looked like this:
TrustedSystemgenerations01_pptx

Then I went from no GTD to GTD via Paper and Evernote:

My desk changed to this:

Then, I got really excited, and went to a 100% digital GTD system via Omnifocus:

This is the first time I fell off the GTD wagon. I could not stand to sit down at my desk. The feeling of drowning by binary proxy kept me out of my organized office and away from my organized desk. Ugh! But the seeds of RestartGTD.com were born. Somewhere I’m POSITIVE I heard (via Audible copies of his books) David Allen say “If you get too organized, your brain will refuse to use your system.”

I refactored, cut back the role of Omnifocus, got a new job, Evernoted/digitized the 94,000 pages of notes I had from my Ph.D. and went to a hybrid paper and digital system that looked like this:

And my four desks looked like this:

TrustedSystemgenerations01_pptx 6

Then as I experimented with my system and changed jobs I :

  • Dropped Dropbox for Google drive when I bought a ChromeBook. Google drive is not even in the same league as Dropbox as far as reliability goes, but I’ve stayed with Google drive and Google Apps for simplicity’s sake.
  • Added OneNote to keep work notes separate from home notes. This has actually facilitated manila folders as OneNote makes it *trivial* to print all my tabs (virtual manila folders) and put them into real labeled GTD manila folders.
  • Kept 3×5 cards. They are indispensable for organizing. Laying a large number of cards out on a big table, then re-arranging them into thematic clumps, is the most powerful project organization tool that I possess. *Note* to OneNote and Evernote folks, please please please add 3×5 cards and a flexible user interface for re-arranging cards to your programs!!!!!
  • Kept manila folders. In my new job, I can see my boss relax when I pull out a folder that has an updated project plan in it. And once she saw that she could look in one place for my project list and see what is going on, again, I could visibly see her relax.
  • Kept eMail.

So my system now looks like this:

And my dungeon desk looks like this:

Thoughts on Tools:

  • OmniFocus is an awesome tool. If you are going to implement GTD to the letter, I don’t think there is a better software package. But I learned that implementing GTD to the letter is not for my brain. But there is TREMENDOUS power in OmniFocus if it is for you.
  • Evernote has been with me since the beginning of my GTD journey. I remember listening to David Allen say “the lack of a good general-reference system can be one of the greatest obstacles to implementing a personal management system” (p. 95 Kindle L1500) and realizing “Evernote! I can use Evernote to be my reference filing system!” You see I had Evernote before I read GTD, I just did not have a use model for it, because I did not appreciate how critical reference filing is to GTD.
  • Evernote keeps adding tools. Some of them are wonky (Evernote Hello for example), but Web Clipper, Clearly, and Skitch have been game changers for me. Evernote has also gradually increased the kinds of files that it indexes (Word for example was a pain before Evernote started indexing it), and the handwriting recognition is slowly improving. The growth of Evernote’s tool set has kept me loyal as I know I don’t need to jump ship for the latest slick tool. Probably, this reticence kept me for too long from trying OneNote again. I was on the beta team for OneNote 1.0 and getting a change made to the program was like trying to teach a pig to sing.
  • Dropbox is also an awesome tool. But it was (a) too expensive and (b) to focused on single users, at the time I adopted it. Dropbox too is adding tools, but unlike Evernote, Dropbox has not added tools at the point of most intense need for me, and built out from there. I’m sure to Dropbox, Evernote’s file replication must look plebeian, a pale copy of Dropbox with a different user interface. But to me, Dropbox is infrastructure first, and OneNote and Evernote are tools first, with backing infrastructure.
  • OneNote has surprised me. The community of kindred minds around OneNote is much larger than Evernote. And OneNote has the same wonderful enthusiasm of Apple products and Evernote, among its users. OneNote has many of the same over-structured limits as Evernote, only 1 level of sub folders, for example. But, the user interface and the integration with Microsoft Office are freeing to my mind. And, I can’t wait to investigate OneNote add-ins. Evernote’s add-ins are a pallid picture of the promise of its API. More on OneNote as I delve deeper.
  • Google Apps and Google Drive have converted me. I’m now keeping my evolving documents (like resume) on Google drive. I’ve had to delete and re-download my stored files three times. And when I look into my Google Drive folders now, I’m often missing files, finding renamed folders that indicate Google Drive has a problem with becoming confused. Dropbox has none of these issues. So I do miss being able to have confidence in my cloud storage. But I’m careful, back up A LOT, and limp through.
  • Google Now. Another fun surprise. Google now reads my emails and then puts notifications on my phone and in my web browser automatically. This is a huge help for my absent mindedness (call me “Dr. Spaz” please).

Where GTDers are on our own.

David Allen does not recommend technology. Technology is too fad-y I suspect. So we are on our own in sharing experiences and frustrations. And, in dealign with providers like Evernote and MicroSoft and OmniGroup in advocating for GTD-helpful features.

GTDers are also on our own figuring out how to separate work and personal trusted systems. “When you’re trying to make a living there ain’t no such thing as pride.” Richard Marx - Don’t Mean Nothing Lyrics | MetroLyrics. And when you are in the middle or the bottom of a big company, keeping separate personal and work trusted system is a key survival skill.

OneNote vs. Evernote vs. Dropbox

Posted on by

*Update*

I’ve edited this post in light of having gone back through my GETTING THINGS DONE (GTD) history, and looking at the different trusted systems I’ve evolved over the four years of using GTD.

  1. Title graphic has been recomposed to put GTD at the center. Ouch! When I realized I missed this in the original post. Ouch I say!
  2. Last graphic has been recomposed dropping Google Drive (unreliable) and swapping back in Dropbox. This will take some work as I have to squeeze down from 30 gigabytes of storage to 20 (the most storage I can have for free on Dropbox).
  3. Last paragraph has been edited to put both OneNote and Dropbox into project management (I use them both for project files).
  4. Added a fourth like about OneNote (Read on!).

This is not a full on review, but I’ve been using OneNote daily for a month, so I thought I’d *reflect* a little on how I like OneNote, and how it compares with Evernote. Just rule of three likes, dislikes and reflections in this post.

What I like about OneNote:

  • The tabs. OneNote lets you have tabs on the top or right side of your notebook. This is a clear win over Evernote where notebooks (the equivalent of OneNote tabs the way I use both programs) are rigidly stuck in a list at the side of your screen, or in a rigid grid of notebooks in the main window.
  • Sub notes. If you create a tab for a project, you can insert notes underneath the project and indented from the parent tab. Again, a clean kill improvement over Evernote. From a GTD perspective this has helped me to focus more on the work, and less on the housekeeping of organizing the work.
  • Linking. You create [[aroundwhatyouwanttolink]] and the note is automatically linked to the parent project list. For GTD people this allows you to have each project on a tab that you start from the master list of all projects. Just create [[NewProject]] on your master list of projects, and *poof* you magically have a new tab named NewProject, now, get to work!
  • After a couple days, I have to add one more thing I like about OneNote … the connection between Microsoft Outlook and OneNote. I can drag an email into OneNote and choose either to have a PDF of it (printing to OneNote) or just an embedded copy of the email. This is not a clear win over Evernote as I can also capture email to Evernote from outlook. But, the thing is, because OneNote is a “family of Office” product, I intuitively knew that the link would be there. Evernote’s linking to email has to be discovered separately. My impression is that both OneNote and Evernote are improving their linking over time.

What I don’t like about OneNote

  • The canvas. Evernote’s canvas is static, text-based, and more intuitively appealing to me. In OneNote, whenever you click the mouse too far away from what you’ve already typed, you create a new text window. Which does automatically scroll down when you type something in any other text window. This is an example of too much flexibility for me. I find myself creating only one text window per note, and then being sure to add new thoughts to that single window. Static canvas, clear win for Evernote.
  • Too narrow a focus. OneNote focuses on you, your keyboard, and your projects. So it does not *feel* like a document management (or reference filing) system. Another clear kill for Evernote. I am forever adding a note to Evernote, and then much later taking that note out of my GRAPHICS or INBOXNOTEBOOK (the two big capture notebooks in my Evernote use) and either moving it to a project notebook, or copying the contents, pasting the contents into another note, and deleting the first note. OneNote is more narrowly focused than Evernote. I would not think about putting 14,000 articles and clippings into OneNote, for example.
  • Adding new text after a pasted-in graphic. I can’t figure out how to get OneNote to allow me to create new bullet lines in an outline, from clicking on the clip, hitting right arrow, and then either return or shift return as needed.

Reflections:

  • OneNote vs. Evernote, like Evernote vs. Dropbox is not a choice of one tool OR the other. They overlap in functionality. But OneNote is a lot more competition for Evernote, than it is for Dropbox. Here is what the overlap *feels* like to me. 
  • Both OneNote and Evernote are (to my liking) overly rigid. I’m still looking to be able to re-arrange virtual note cards on a virtual desk top. And, to be able to arrange notebooks in relation to one another. But OneNote and Evernote allow note arranging little if at all.
  • Project focus is an area that OneNote excels in, and where Evernote is weak. I applied for a project management job at Evernote this year, and won the opportunity to work a test problem in new products. But, alas, no job was forthcoming despite my ENTHUSIASM and ranting and railing about Evernote as a platform. But, OneNote, if it shows nothing else, indicates how Evernote could up its game in the project management sphere.
  • Evernote is a platform. OneNote is an application. OneNote feels like Excel or PowerPoint, a point-focused app that captures and structures analytical thinking. Evernote with its open API, back end infrastructure, and plug ins for browsers that make ripping just the information you want out of a web page, easy, feels like a platform.

GTD-Conclusions:

In David Allen speak, OneNote lives in the land of projects and project plans. Evernote lives in the land of reference filing, and Dropbox and OneNote live in the land of project organizing infrastructure.

TrustedSystemgenerations01_pptx

One idea, one piece of paper … One idea, one card … Seriously? Bill’s cards often have >1 idea …

Posted on by

2014-08-17_12_50_55_jpg

Example De Jure Misuse of One Idea One Piece of Paper

This post began as a response to a reader email. In the beginning was R. asking about cards. I’ve expanded the post with pictures and some of my GTD history, in the hope that this post can be a stepping stone for other people on the GTD journey.

R.

Sorry it has taken me so long to get back to you. But, I’ve been looking forward to writing this email ever since I skimmed your message 2 days ago.
On Wed, Aug 13, 2014 at 8:49 AM, R. wrote
R.
I am finding one thing extremely difficult to get my mind around.
The one idea, one 3×5 card.
​I got 1 idea 1 card from David Allen’s “one idea, one piece of paper” which I can’t actually find in GTD, but I came away from GTD thinking it. Whether he said it or not. Or, intended me to take away the 1-idea-1-card concept, the value is 100% in idea modularity.
What I mean by idea modularity, can be seen by comparing separate 3×5 cards with what most people do, which is to carry around a “log book.” I used to carry a log book and paste business cards into them and write notes, mind maps, action items, etc. in them. But there is a problem: log books turn into higgledy piggledy quagmires of open loops.
I would write stuff down, and then never come back to the idea. Which, my subconscious saw, and consequently, my subconscious kept the job of “not forgetting” so I wasted just as much energy remembering, as I would have without the log book.
David allen talks about taking these kinds of log books and blesses using them AS LONG AS YOU GO BACK AND RAKE OUT ALL THE OPEN LOOPS and capture them in a modular way. By modular, I *think* David Allen means taking the idea and getting it into a project folder that the idea relates to. Here is what he says:

David Allen:

“I usually recommend that clients download their voice-mails onto paper notes and put those into their in-baskets, along with their whole organizer notebooks, which usually need significant reassessment.”

Allen, David (2002-12-31). Getting Things Done: The Art of Stress-Free Productivity (p. 118). Penguin Group. Kindle Edition. 

By “reassessment” I *suspect* David Allen means the ideas usually are laying in log books in all their chocolaty project goodness, waiting to be articulated as projects, and then converted into next actions. At least when I was keeping log books, I rarely wrote down projects, let alone next actions. In fact, what I usually did was to write down “AI” for Action Item and the wrote down a project (not a next action). And to my brain, projects laying around in their chocolaty project goodness in a log book, were anything but actionable.
So, back to cards …
3×5 cards are modular because they capture the idea in next action form, stack neatly, and they go cleanly into manila project folders. And as I’ve said many times on RestartGTD, when I open up a project folder with note cards in it, and I see all my ideas in one place, ready to go, I have an “ahhhhhhh” feeling of relief at not having forgotten the ideas, and a flash of excitement as I can dive into the project (spread the cards out on my huge dungeon desk) and get going.
Bill Dungeon Desk
For me, being habituated to a trusted system process of getting ideas on cards and cards into folders, enables me to make up project folders for ideas, usually in advance of the folder turning into a real project.
Yeah, this opens a whole new can of worms. How can I make a project for something that isn’t yet a project? I will tell you. I. Do not. Know. But, somehow, my subconscious seems to have gotten a handle on preemptive project definition … via working with a trusted system. Cool!
I start having ideas a month or two or three ahead of projects. So, I just create a folder, and file it in a Target Tote.
Target Tote Action Shot
IMG_20131230_213627.jpg
Target Tote Label
And then once I’ve added 8 to 15 cards to a folder, that folder reaches some kind of critical mass, and the project folder turns into a real project. At that point, I have a realization that those thoughts in THAT folder I started, are now “real” and have to be acted on. *Bing* subconscious has now upward delegated a project to my conscious.
R.
After reviewing your from 12-30-13, 3×5 Cards and Manila Folder GTD Startup, I felt that I understood the mechanics of the process you use, but I found myself straining to read how you breakdown 1 idea per card. I saw several lines on every 3×5 card and was unable to translate that to an example of  appropriate granularity for ideas.
​There is tension in my mind when I write stuff on cards. ​
ASIDE: Story of Bill starting GTD:
When booting up GTD, I initially used letter paper to capture open loops and thoughts. Just like David allen says.
iPhoto
Generation 1 GTD Desk
This was before I discovered “thematic clumping” folders together in totes from Target. Consequently, all folders were created equal, and I bought large folder organizers, took books off shelves, and had massive quantities of folders (look to the left of the top of the big display and you can see folders in an organizer.
This was a bit much. I only accessed a minority of the folders, and all the folders had letter size paper in them. And the volume of paper began to work on my head. Here is a picture of my tote library of thematic clumps. Turns out there are a lot of ideas in one’s head that when they can be safely captured, flee in delight from staying in the cranium not being forgotten. Who knew?
Thematic Clumps of Captured Ideas
(and some non-recyclable papers)
But, now I’m way ahead of myself. As GTD began to produce paper, it was a bit much. I was not expecting a lot of refugee ideas from my head, to insist on be resettled in paper, in thematic clumps of Target Totes. So, I took a temporary detour from using paper, and being 100% David Allen, to using OmniFocus.
In fact, I got so carried away with electronic organization I entered 100% of my paper into OmniFocus. Electronic heaven of GTD organizing. The only problem was that I could not stand to sit down to my computer.
Because … all my work was there waiting for me.  My desk became a trap. In fact, let’s take another look at my desk:
iPhoto
Does anything stand out about this arrangement? Like the iMax screens (don’t forget, event he iPhone was waiting expectantly)?  Note I have subsequently gone to a single monitor, and zero materials (not counting cats) on my desk.
Another David Allen saying that I remember from GTD (but which I cannot find in the Kindle version) is that if you get TOO ORGANIZED, your brain will refuse to use your trusted system. OmniFocus put me face to face with over-organization. A first for me.
Omnifocus, is great. Omnifocus is powerful. But because OmniFocus has built in outliner I was seduced/intoxicated to the dark side of one idea, one piece of paper. I had entire projects outlined with next actions. Project = heading, next actions = list underneath. In fact, reflecting, this is better but from my brain’s perspective, not different, from the land of higgledy piggledy quagmire log books. And my brain did not like it. So my brain went on a GTD strike, for the old work rules.
So, to wrap up this aside, I had to go back to paper. My brain “gets” paper.  But with letter paper, there is so much wasted space. Seems like a lot more wasted space that 3×5 cards. Because I recycle every piece of paper, I thought “3×5 cards must even be less paper to be recycle!” (*Note* which I don’t want any recycling experts reading this, to disabuse me of. :-)
So, I went back to paper, manila folders, but this time, using 3×5 cards exclusively.  Sorry the aside got so long, but this sub-story of my GTD journey, is a common GTD occurrence. GTD is a long string of sub-stories.
Articulating sub-stories is a big reason that I started the RestartGTD blog. In fact, this re-telling of the paper to OmniFocus to 3×5 card cycle, made me realize that the thematic clumps of ideas in Target totes, happened, because my brain finally had a repository for thousands of ideas it was not forgetting. Once it could trust me to not lose the ideas, it went (subconsciously) full bore to dumping the ideas to long term storage in my trusted system.  *Note* to self, people implementing GTD for the first time, might want to plan for a lot of resettling of ideas on to paper or whatever their brain likes as a storage media.
ENDASIDE: Story of Bill starting GTD
When I’m writing ideas on 3×5 cards, I don’t discipline myself to a single idea per card. You caught me!
Only one idea per card, feels like wasting paper, just as using letter sheets felt like too much waste. So, if the ideas are related to the same project, because I’m a cheapskate|undisciplined, I’ll write multiple ideas per card. Or, like the card at the top of this page, I will sometimes title with a project, and then bullet with next actions to complete the project.
However, you will be heartened to know that while I’m writing the 2nd and 3rd ideas on the card I’m thinking “You’re doing it wrong. One idea, one piece of paper!” I just don’t listen to myself, because I want fewer cards to do the work.  And in many cases, a card is enough for a honey-do project like trimming bushes.
R.
I believe I am way ahead of where I would be if I only had the GTD book in attempting to implement GTD.
​REMEMBER: GTD is not about “doing it right.” GTD is about hacking your own brain by building a system around it, that your subconscious can use to make you look like a genius. Life in GTD is experimentation, discovery, planning, de-planning, refactoring your system, and trying again. Originally I intended RestartGTD to become a sharing platform for people who bump up against hard issues with GTD, sharing their success with others.
GTD as David Allen does it, is a highly weaponized system for sales people. But, most of us are not sales people. So we have to listen to our feeling, intuitions, and and make efforts to test, evaluate, and reflect on what is pleasurable, as well as what works.
Hope this helps!
bill meade ​

GTD Modularity: What is Up With That?

Posted on by

GTD hit me like a ton of bricks. Modularity bricks that impacted my skull in this order:

  1. Paperless reference filing with Evernote and a ScanSnap. If you don’t have it, uneedit.
  2. One idea, one piece of paper.
  3. Indulge your brain, organize to fit how your brain works.
  4. Organize, … just enough.
    Too much organization and your brain will refuse to use the organization, not enough, and you are hosed.
  5. Separate functions.
    1. Processing from doing  <== HUGE
    2. Building infrastructure separate from processing or doing <== HUGER
    3. Feeling guilty, from building infrastructure, processing, or doing <== Hugest!!!!

bill meade [email protected] (please email me, don’t feel guilty about it! … just do it. Do it now!)

Killer Shortcuts for Evernote Mac

Posted on by

Evernote-Quick-Tips2

Source: CloudProductivity.net

While I was searching for a keyboard shortcut to highlight text in an Evernote note (which is control-command-h on a Mac and ctrl-shift-h on Windows reportedly) I stumbled upon a jewel of an Evernote post at Jeremy Roberts’ CloudProductivity.net. 

My 16 Most Commonly Used Evernote Shortcuts

The shortcuts for highlighting text are not in Jeremy’s article, but they are in the comments!

Enjoy!

bill meade

What is Evernote Clearly?

Posted on by

Evernote-Quick-Tips2

Clearly it is … not all that clear … what Clearly is …

Evernote has a web page at: https://evernote.com/clearly/guide/ that shows you how Clearly works and what you can do with it.

WTGTD?

Given that Web Clipper exists … why does Clearly exist? And do I really need Clearly?

Q. Why does clearly exist?

A. I don’t know.

I *speculate* however, that there is a technology industry programming story novella behind why Clearly exists in parallel to Web Clipper. So, here we go …

In the big inning, was Web Clipper. Evernote *intuitively* understood that they needed an on ramp from the internet. So Web Clipper was developed. I *hypothesize* that Evernote whipped the slaves (in as much as Evernote can whip slaves who the company pays to have employee houses cleaned twice a month) to get Web Clipper done quickly.

This is not that big a deal except, creating Web Clipper created a team with a common bond of being whipped slaves (who have their houses cleaned for free). Programmers anywhere in near approximation to the word TEAM require me to point out the mother of all knowledge-worker-team books PEOPLEWARE by DeMarco and Lister. Because software teams are special, awesome, and if they release a product, powerful in nerd culture.

Then someone not on the Web Clipper team had an idea of making a “more pure” tool to bridge from the internet into user databases.

*Aside*

No. I do not have any leaked proprietary information Evernote. I’ve just seen this happen many times, at so many companies, that the finger prints of this kind of bifurcating product effort, do not even belong to the individual perpetrators. They belong to class events.

For example, I worked for a general manager at HP who built a high performance team around his product. The high performance team got their product (a not-HP3000) to out-perform the HP3000.

Unforgivable.

Sin.

/*Aside*

So, in our novella, the *insiders* are the Web Clipp-istas. And, the outsiders are the Clearly-purists. Once you have true outsiders within a company’s software ecology, you have evolved a new species of team that defines itself in being “not” the defacto internet-to-Evernote team. The result of two software teams doing similar but-politically-separate things is …

yts3hd2

Source: Cafe Press Your Team Sucks

For example … IBM’s “black” team (DeMarco & Lister Kindle Book L1849 Chapter 19). A gelled team inside IBM that delighted in making other software teams cry.

Think of the Web Clip-istas as Bill Clinton, and the Clearly-purists as the Republican party. As the republican party develops TRUE differentiation, Bill Clinton would shift to “the middle” and suck out the differentiation’s soul like a dementor … 

I_got_your_back-600x500
Source: PrestigeDetail.Ca

So, now we know the ecology of two teams running in parallel inside Evernote, why does Clearly exist? Well … initially, it was because Clearly did something that Web Clipper did not do (stripping out useless screen elements). Today, however, Clearly exists as the reading-R&D function for the Web Clipper team.

Wait, what?

Web Clipper has moved to incorporate the functionality developed by the Clearly team. So now with clearly you have A LOT OF OPTIONS (see red arrows) about what to capture …

Sandboxed_applications_for_GNOME__part_2_and_Microsoft_Word

… and, Clearly, has few options.  When you use Clearly, it is cleaner than using Web Clipper because Clearly takes you right into the “simplified article” view (2nd red arrow above). Usually this works. Sometimes not. When “simplified article” does not work, Web Clipper is head and shoulders above Clearly in functionality.

So, Web Clipper by having Clearly’s “back” is the superset of functionality. And clearly, is the cutting edge.

Back to the question: And do I really need Clearly?

The simple answer is “no.” All a GTD person needs is Evernote Web Clipper. Evernote Clearly though awesome, though powerful, though it be ahead of Web Clipper, is the product of the marginalized software team.

Web Clipper in its myriad options (red arrows in image above) has more capabilities than Clearly. More to learn in the short run, but more simplicity in the long run because you only have to learn one tool.

Web Clipper folk, time to find something more cutting edge to do at Evernote.com! Web Clipper’s product manager is the “Bill Clinton of Evernote” and resistance is futile. Bill will assimilate you.

Bottom Line for GTD people:

Install Evernote Web Clipper, and ignore Evernote Clearly.

bill meade

Evernote Two Factor Authentication: Think (again) like an Evernote programmer!! Part 1

Posted on by 
Source: Bill Meade taken in Boise ID

Introduction:

The efficiency/security tradeoff has changed! Well for me at least. Until now I’ve deliberately risked using Evernote as my reference filing system, knowing that if someone guessed my password I would be hosed. The “Evernote deal” seemed to be capturing the value of increased efficiency now, at the price of possibly getting hacked later.

This “Everyone has been hacked. Now what?” attitude is calculated. Our IT infrastructure is what it is. I may be hacked and not know it. As long as I can use Evernote to keep track of my stuff, do I really care? If I start obsessing about my net-connected infrastructure too much, the profit of using computers will quickly become a loss. I mean it is pretty clear why all my computers have been so slow all these years: the NSA! Hacking! Botnetting!

Locks were invented to keep honest people honest. Determined criminals find ways in.

So I’m excited to start trying out Evernote’s two-factor authentication: A padlock for Evernote.

What is it?

Two factor authentication is one step up in security, from using username+password protection. In two factor authentication your password is used same as normal (the username+password is factor 1 of 2) and then a second special password is used in addition (the special password is factor 2 of 2).

The idea is that while a criminal can easily guess your username from defaults (Unix “admin” or Windows “Administrator” or your email address), and then either steal or “break” your password. A criminal will need to go to a whole new level of effort in order to get your phone. What makes stealing the phone essential is that the special password changes every few seconds on the phone. But I am digressing into the next question about 2 factor authentication: How does it work?

How does it work?

The special password generated on your smart phone is dynamic. It changes every  60 seconds. To find your dynamic password, you use the Google Authenticator app on a smart phone.  Here is what Google authenticator looks like on my smart phone:

So when you need to authenticate into Evernote, you start Google Authenticator, and then you see your password of the current moment. Here is what I see on my Google Authenticator:

The red arrows point to countdown timers showing you how much longer the 6 digit passwords will work to authenticate you into Evernote/Google.

So, because the passwords are constantly changing, a casual criminal will have to obtain your phone, and then break into it (you do have your cell phone password protected don’t you :-) to log into your account.

QUESTION: Do I have to authenticate every time that I start Evernote on my computer?
ANSWER: No

We now come to the how does it work … hands and knees perspective.  In a wonderful BYTE magazine article in 1989 Peter C. Olsen articulated a theory of how to hire programmers: send them to Africa and tell them to hunt elephants, and then watch the algorithm they use.

*Note* that assembly language programmers execute the basic algorithm … on their hands and knees. So in the rest of this article I’m going to emulate an assembly language programmer in trying to go slow, be very careful, to take each step one at a time.

What were we taking about?  Oh yes, authentication. You will have to authenticate to Evernote when:

  • Case 1: Logging into Evernote from the web. Here is the log-in screen you’ll see using evernote web:
    Note that you can check the box and not have to re-authenticate for a month on the computers you use to access Evernote web. But, if you log into Evernote from friends computers, you will have to have your phone available from now on.
  • Case 2: Setting up Evernote on a computer for the first time (duh). Here is what the dialogs look like on a Mac:First, the normal dialog asking for factor 1 (Username+Password)
    Next, a pop up dialog asking for the factor 2 (from Google Authenticator on my phone):
    Note that the new dialog asking for the number gives you a hit with a phone icon with Google Authenticator’s thumbnail graphic. You type your 6 digit number in here and then you enter Evernote as usual.
  • Case 3: After you log out of your Evernote account on your computer. *Note* I had never logged out of my Evernote account before playing with Evernote two factor authentication. So this will likely be no big deal. After enabling two-factor authentication I tried to trick Evernote into annoying me by asking for authentication. I quit Evernote, restarted, re-booted, etc. and Evernote did not ask me to authenticate. *Note* two factor authentication is smart but not paranoid.
  • Case 4: After you log out of Evernote on your spouse’s computer. *Note* anything that can go wrong will. If you turn on two factor authentication and share your evernote account with someone, you will have to authenticate for them on their computer, or they will be locked out of Evernote at the most inconvenient time. Plan on it.

This is all the cases I can see where Evernote users will have to authenticate. Note, if I have missed a case, email [email protected] and let me know, I’ll add your case to this list.

What is the strategy?

2013 was the year of security on the internet. We are all red queens now, our security skills and infrastructure are going to have to run, in order to keep us in a place where computers remain profitable to use. The strategy of introducing two factor authentication is a step in the direction towards keeping computing profitable for its users. 

Will computing ever be secure? Probably not. There are too many evil geniuses. In a way the deal of using computers will always be a bet on the value of using technology today, against the eventuality of being hacked. Should this deter us from using two factor authentication? No. We are stupid not to use very slick, very simple tools that at the least, will shift bad hackers to softer targets.

What are the objections?

Objection: “I will have to authenticate every time I use Evernote!”

The reality is no. You will have to authenticate to Evernote every time you change the computing environment where you are using Evernote.

  • When you get a new computer.
  • When you log in to Evernote from a coffee shop or a friend’s computer.
  • Or when you give another person access to your Evernote data store.
  • Or when it has been 30 days since you last authenticated via the web.

*Note* I personally think that Evernote’s marketing communications on this two factor authentication objection, are confusing. If I were Evernote I would have said:

  • “Evernote’s 2 factor authentication works just like Google’s 2 factor authentication.”
  • The average user will authenticate about once a month during the first year they use 2 factor authentication.

Signalling that people can re-use what they learned getting Google authentication working, and that we are all marching into a common, reasonable, computer security future.

Objection: “Evernote two factor authentication is too hard for a normal person to set up!”

Probably false. Two factor authentication is a new use model for end users to learn. But, it is not if we end users will need to learn to set up two factor authentication. It is a when.

My next blog post will be a step-by-step on setting up Evernote two factor authentication on Macintoshes with Android phones (A totally recessive combination I admit!). Take a peek at that next week and see what you think. I’m a marketer, I set up 2 factor authentication. As any enginerd will tell you “If a marketeer can set it up, any user can!”

Objection: Anyone who steals my phone will have access to my Evernote account.

True … if you do not have your phone password set. :-) But, this is true even without two-factor authentication today! If your phone is wide open, and you have logged into evernote before you lose the phone, whoever has your phone has access to everything in Evernote.

Personally, I find Evernote on my Android to be about .6 of the way to a 1.0 that is compelling to use. My short term security plan with Evernote is to take Evernote off my phone.

Then, if someone steals my phone, they will have access to my special password (authentication factor 2), but will still have to guess/break my Username+Password. My theory is that when I notice my phone is gone (God’s way of telling you to get a new Android phone! :-) I’ll log into Evernote on my computer, change the password, and then log into my remote wipe on Android and zap the phone. Safe! Or at least, safe enough.

See you then!

bill meade

3″x5″ Cards and Manila Folder GTD Startup

Posted on by

Introduction:

I had a request after yesterday’s post on clutter, to show the basic 3”x5” card and manila folder system that I urge people to implement GETTING THINGS DONE (GTD hereafter) with. This post’s purpose is to answer any questions about 3”x5” and manila as I implement GTD.

Your mileage will vary on my advice.  In fact, over time, my mileage with 3”x5” cards and manila folders has varied. The goal is to find a natural and expressively powerful way for your brain to work, not to rigidly adopt ideas. Right now I use a hybrid paper and computer (Evernote + Dropbox/Google Drive) GTD system.  But, I reserve the right to go 100% electronic in OmniFocus in the future, or 100% paper. If it feels good, do that!

Cards and Folders:

So, I helped an accountant implement GTD. Before GTD the accountant was very organized, in fact, almost over-organized.  Take a look at the desk before and after the GTD makeover:

Accountant Before

And then, we scanned all reference materials into Evernote, recycled the paper, and set up a simple manila folder project system with one folder for each project, and all materials (letter paper, post it notes, etc.) captured within folders.

Accountant After

Note the differences in the same cube. By switching note taking 100% to 3”x5” cards, ideas (one idea, one piece of paper) become mobile. Prior to 3”x5” cards, notes were taken in spiral bound notebooks and post it notes.

Spiral bound notebooks trap ideas in random order (see GTD page 30 where David Allen says “written notes need to be corralled and process instead of left lying embedded in stacks”) and post it notes seem like such a good idea when you are capturing the idea, but who knows where they go (with missing socks in the dryer?) when you need to refer back to them.

The basics of a GTD 1.0 makeover:

  • All object cleared from workspace where they can be seen in main working position (usually looking at a monitor). The single worst thing you can have in front of you when you is a picture of a person. Your subconscious can’t stop itself from processing faces. If you must have pictures move them out of view of your main work position.
  • Manila folder system kept outside field of view in main working position. In the after, the manila folders are at far left of the desk.
  • All reference materials scanned and entered into Evernote. All project materials gathered into manila folders. Please stop second guessing yourself and order the ScanSnap iX500 so you can finally get this over with.
  • *Note* Reference folders and project folders are PROFOUNDLY different. David Allen specifies supporting references be kept out of sight (GTD page 38) so having Evernote capture all of your materials is great.  Besides, you don’t have to figure out how to move a filing cabinet into your office. And even better, you can take a filing cabinet out of your office!

And, … that is it.

How It Works:

You have an idea, you write the idea down on a 3”x5” card. One idea, one piece of paper, simple really!

Now, where do you put the 3”x5” card? If you don’t have a project that this idea is related to, you need to create a project. To do this I print a folder label on my Brother QL-700 label printer (link to Amazon for convenience but OfficeMax is cheaper). The print dialog looks like this:

IMac27label01 lbx

Then I print the label (2.5 seconds) and attach to the manila folder. Giving me a nice neat folder to hold my project.

Next, you can put the 3”x5” card you created inside this folder. But now where do we put the folder? My answer is to buy itso small bins from Target …

IMG 20131230 213627

And then insert a small metal book-end inside …

and then accumulate project “clumps” in the itso tote.  Here is an itso tote with my current clump of writing projects.

IMG 20131230 203109

You can see that the book-end prevents folders from becoming bowed.

The Payoff:

For me, the payoff from organizing projects in this way happens once I sit down to do the project.  I take the folder, open it up, and then I can spread out all the ideas I’ve accumulated about the project. When I see that all my ideas are where they should be, I get a subconscious jolt of affirmation. Aaaahhhhhh all the ideas are here. Now, let’s go!

bill meade

Cross Disciplinary Evil of Clutter

Posted on by

Keep your station clear YouTube

“Keep your station clear, or I will kill you!”
http://www.youtube.com/watch?v=GgiK-HWKPjw 38 seconds
Source: Ratatouille

Introduction:

I left a browser tab open with Greg Bauges’ “Code Like A Chef: Work Clean” blog post to remind myself to create this short blog post on the cross disciplinary evil of clutter. Clutter is the strategic enemy of productivity, calm, creativity, and discovery. From kitchen to garage to office, clutter tells you that you have not organized for what you are doing.  So, potentially, you have not decided what you are doing.

Sound bits and bites from Greg’s post:

Thomas Keller (chef) bits and bites

  • Being organized - … ‘working clean’ - is a skill to develop
  • Organization is about setting yourself up to succeed
  • Clean as you go to avoid clutter
  • Clutter interferes with the cooking process

Greg Gauges (programmer) bits and bites

  • “Working clean” is the most valuable concept I’ve adopted from the kitchen
  • Working clean takes two forms: physical workspace, virtual workspace
  • I am continually cleaning my virtual workspace
  • Email does not stay open
  • The goal of a professional programmer is to produce clean, organized code
  • We can avoid pressure by keeping our systems, our code, and our design as clean as possible

This post reminded me of the scene in the animated movie Ratatouille where Colette (Jeaneane Garofalo) teaches Remy (Patton Oswalt) how to cook by avoiding clutter’s complexities “You cannot be mommy!”

On Clutter:

What I’ve learned about clutter:

1. Clutter happens when I do not have places for things

  • Example: Reference filing materials in piles on my desk before using Evernote
  • Fix: Creating Stations (See THE HOUSE THAT CLEANS ITSELF) with everything you need to complete a specific task, kept out of site until you are doing the task.
2. I am bi-polar about clutter.  I can be repelled by clutter, or, I can knowingly run into the burning barn of clutter
  • Example: Mindless internet surfing
  • Fix: Understand why running into a burning barn seems good.  Usually, it is fatigue-generated for me. Naps are important, but I have a hard time taking them. Exercise is also important, etc.

3. A clear desk and focused work environment (i.e., lack of clutter) pierces the armor of resistance to people hearing about GETTING THINGS DONE

  • Example: I worked with an accountant at a big firm this year. My GTD implementation process is to get desks 100% clear, get all reference materials into Evernote, and then get a simple 3”x5” card and manila folder system set up for projects. The accountant’s desk was by no means messy, it was just cluttered with every possible tool that might be useful. Clearing the desk, once everyone realized the accountant was not leaving the firm, brought peers and senior managers to ask about how they could implement.
  • Fix: I think we unconsciously hate the clutter we create at our work stations. Try nuking all objects that are in your field of vision at your desk computer. Just try it

bill meade

Perfect GTD Desk +2: Desktopia Redux

Posted on by

D3M 5585

See also: The Perfect GTD Desk +1

See also The Abomination of Deskolation Redeemed 

See also: The Perfect GTD Desk

Introduction:

Perfect GTD desk +1 has been refactored once again.  The above action shot displays several changes:

  • The monitor arm has switched ends of the desk
  • The cable access door in the Ikea Galant Conference Table has been filled in with wood
  • Gave up on mounting the Fujitsu ScanSnap on the monitor arm.  It was cool to look at, but even cool stuff is clutter when you are trying to get work done.  So I resurrected a shipping box and mounted both the ScanSnap and the Brother label printer on the box.  So far so good, the box has not interacted with the chair legs.
  • Screwed the chair mat to the floor in the correct location with 4 2″ drywall screws.  *Bam* no more wandering chair mat!!!
  • A 15.5″ semi-circle has been cut out of the center front of the conference table.
  • To create a 15.5″ radius, the conference table was slid forward until the back edge of the desk was flush with the Galant support frame.
  • I also slid the conference table surface to the right until the left edge of the work surface became flush with the left side of the Galant support frame.  Here’s an action shot of the top left corner of the desk:
  • D3M 5586
  • Power adapter moved from underneath the work surface to Galant table legs.  With diagonally crossing cable ties it was simple to mount the power adapter and then slide it around to readjust it.
  • A cordless remote control light switch was added (mid right hand of the back of the iMac) controlling the keyboard light, the floor lamp over the desk, and the floor lamp in the corner of the office.
  • The “un-drawer” was shifted left and canted at a diagonal angle from lower left hand corner of the desk, to upper right hand corner.  This removes the un-drawer from constant collisions with knees.
  • The purpose of the undrawer is to hold all the items that need to be at hand, but that clutter up the desk surface.  I have stapler, tape dispenser, utility knife, a 10 port USB hub, flash light, and my Plantronic USB headset (wireless headsets suck!).
  • Action shots:

  • USB and power were added to the right hand end of the desk (form the semi-circle side of the desk).  While I wanted usb and power plugs available, I need them to be out of sight, and they can’t be mounted under the surface without cables working their way out with gravity.  So I turned both poet and USB adapters 90 degrees and mounted them with cable ties and cable tie anchors.
  • Action shot:


 Results:

When I sit at my desk now, I’m in the semi-circle and can rest both elbows on the work surface at all times.  I can also reach a much larger proportion of the work surface.  I especially noticed the altered surface to volume ratio of the desk when I wiped it down with Windex to shoot the pictures in this blog post.  Standing in the semi-circle it is easy to wipe down the entire surface of the table.

When people try the desk out, the first word that comes out of their mouths is “Game changer!” and then “I’m going to do this to my desk!”

The monitor arm now swings the iMac completely out of the way of the desk.  Action shot:

And when sitting at the desk, it looks like this:

D3M 5584

How To Section:

I started with this configuration:

D3M 5567

This worked OK, except that it began to bug me that the cable access door in the work surface did not do anything.  If a feature is not doing work then it is clutter by definition.  So I stripped the monitor arm off the desk, removed the power outlet and the IKEA cable management baskets, and then the un-drawer which you can just see peeking out under the work surface by the red mouse.

Then I detached the work surface, and laid under the desk sliding the surface to different places and then seeing how it *felt* from beneath and above the desk.  I had the idea to slide the desk forward and to the right to maximize the work surface overhang.

Next I started drawing curves on the surface of the desk.  Because it is a whiteboard, I was able to draw, look, erase, redraw, and play with the shape in my mind.  I like the idea of reshaping the desk with bulbous organic curves at the corners like this:

NewImageSource: Modenus.com

But, I was too chicken to cut very much out of the desk.  Because desks are experience goods, you can’t think your way to what you will love.  You have to generate and test.  So I decided to start simply with a semi-circle cut out.  Starting out the project looked like this (mr. batik supervising):

I decided to cut the cable access door plug from the semi circle and marked it with whiteboard marker.  Then I drew a 15.5″ radius semi-circle from the measured center of the front edge of the work surface.  Then cutting began with a jig saw and after the semicircle was cut out, I hustled the iMac back on to the left side of the desk this time.  I don’t know why I tried the left side of the desk.  Just happened that way.  At this point the project looked like this

Once I re-mounted the iMac on the monitor arm, I was delighted to see that shifting the work surface forward created an opening between the desk and the wall, that allows the iMac to swing behind the far edge of the work surface.  This leaves the work surface completely clear for jotting down ideas, spreading out 3×5 cards, etc.  I like the additional openness of this configuration over where I started from.  Gratifying to contemplate.

At this point I cut a grommet hole out of the semi circle and then used steel straps to mount the cable access door plug and grommet hole plug from the under side of the desk.  Action shot (sorry it is blurry):

Then I filled in all the gaps around the plugs with white plastic wood which I was very delighted to discover at HomeDepot.com.  Much sanding and re-filling and re-sanding ensued. And once I got the work surface to be “not terrible” I moved on to finishing the edge the jig saw cut.

I was surprised at how easily iron-on melamine edging went on.  Get a clothes iron, cut the length of edging you need, then slowly iron the melamine edge on to the work surface.  Took about 30 minutes from start to cleaned up.  And I’m very delighted with how the edging is staying attached.

Partial component list for desk:

Support RestartGTD by buying at Amazon.com with this link!