Getting Things Done With Todoist



  1. Using Todoist With Gtd
  2. Todoist Tips And Tricks
  3. Getting Things Done With Todoist
  4. Getting Things Done Todoist Setup Guide
  5. Getting Things Done Templates
  6. How To Use Todoist
  1. With millions of users around the world, Todoist has quickly grown to be an incredibly popular task management app. Although it wasn't created specifically for David Allen’s Getting Things Done (GTD) methodology, the powerful Todoist is very capable of helping you achieve the 'mind like water' that David Allen suggests we all try to go for.
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Get up and running with GTD in Todoist by following these 5 steps: Capture every task that comes to mind in your Todoist Inbox. Quickly type or dictate tasks as they occur to you using everyday language like “send invoice on May 3” or “water the plants every 4 days starting June 20 ending Sept 30.”. Getting Things Done is one of those very rare books that changed my life. Before reading it in 2014 I considered myself a smart and driven person, but also unreliable, irresponsible and chaotic. Before reading it in 2014 I considered myself a smart and driven.

Using Todoist With Gtd

For many years, I have been using David Allen's Getting Things Done (GTD) productivity app. It is simple and easy to follow. All along, I tried nearly every to do list possible - Outlook, Notepad, Wanderlist, Onenote, Excel. They all felt clunky and against the beauty and simplicity of GTD. When I finally found ToDoist, I was in ecstasy.

ToDoist is everything I could want in a time management app and productivity management tool - simple, elegant and quick. It gets out of your way. It has just the right amount of customization without being everything to everyone.

If you haven't used David Allen's Getting Things Done, review this quick reference chart as I walk through my process. Here are my top 10 tips on how to Get Things Done with ToDoist!

1. COLLECT EVERYWHERE USING TODOISTS MANY INPUT METHODS

One of the main reasons I love ToDoist is that you can put it everywhere. Install all the clients. Keep it open on your desktop. Have it in your mail client. Have a quick email to your main projects. Here are the ways that I input my tasks using ToDoist:

  1. I enter most of my tasks using the PC client with Ctrl-Alt-A (which is the quick add shortcut on PC - I am sure it is similar on Mac)

  2. I add tasks on my mobile and iPad when I am on them (usually when out or doing the reading) using the great iOS application.

  3. I add tasks to my favorite projects with add task via email.

  4. I add tasks in Gmail with the great ToDoist Gmail plugin. Got an email with a task? Just hit the ToDoist button.

  5. I add tasks while browsing for a web page I need to remember via the chrome and firefox plugins.

2. SET YOUR TODOIST PROJECTS TO BE THE MAIN CATEGORIES IN YOUR LIFE

Don't go too deep on your ToDoist Projects. I like two levels. This is because you can still group related tasks into subtasks to do grouping inside of a ToDoist Project. I have three main projects: Work, Home, and Shared (for shared projects). Under Work, I have Sales, Marketing, and Operations. Under Personal, I have Career/Coaching, Chores, and Shopping.

3. REVIEW TASK LIST EVERY DAY / EVERY WEEK USING THE IPAD APP

I love the iPad app the most for reviewing my ToDolist. I have to confess that I do this before I get out bed every day. I have found doing my review in the morning avoids the end-of-day decision fatigue (this is a real thing!) When I am reviewing, I am trying to do a few things. Reprioritize my list, move things out of my inbox to correct projects and get items that are old to the right dates. The iPad application works best for me because not only is it small and great for my pre-morning blanket wrapped to do a review, but swipe left is the quick method for moving to a new date with an awesome interface to move something to today, tomorrow, next week, next month or custom. On Sundays, I usually try to look at the whole list, not just the stuff that has fallen into today 'pile'.

4. USE FLAGS AND DRAG TO ORDER TO PRIORITIZE IN TODOIST

Task Priority is one of the difficult things in any to-do list management system. How do you keep from having 20 top priority tasks? The red, orange and yellow flags will automatically default to the top of your list if you are using priority sort (which is the default). Thus, I use the colored flags to set my top priorities. I usually set one red flag for my main thing I want to get done that day, and it is usually customer related. I set 2-3 orange flags of important tasks that should get done that day. Finally, I have a few key habits that I leave yellow. My next priority is done via the drag and drop order. Inside a flag color (including no flag), you can just drag and drop to change the order.

5. SET CONTEXT AND TIME REQUIRED USING TODOIST LABELS

This may be one of my favorite things about ToDoist is the label/tagging system. This is where most people fall down on the GTD system. If you can set the context (where you are) and how much time you have (5 minutes or 60 minutes?), then you can always look at your to-do list in a 'gap' time and not have to think about what to do next. This is the key to productivity. Reduce your decisions. Know exactly what to do next. I have created color-coded labels for a few time frames from 5 to 60 minutes and a few contexts (PC, iPad, Home). You need to make your own, but as an example here is what my label bar looks like:

6. USE TODOIST'S LABEL AND RECURRENCE FEATURES FOR MANAGING HABITS

It is so easy to setup the Habit tasks in ToDoist. I try and do certain things like exercise and meditate every day. I set up a recurrence on these items using ToDoist's recurrence feature. If you want a task each day, you can just type in the date field 'Every Day starting today' or for a shortcut 'Ev Day start Today'. In fact, ToDoist can recognize most English dates like 'Each Weekday' or 'Every third Tuesday starting' or 'The first of every month.' I also use a label for my habits that is in red (see above) which easily lets me see my habits at a glance. I created a filter that shows my habits still left to be done today as follows: @Habit & (today | overdue):

7. DEFINE A SYSTEM FOR THE 3-D'S - DO, DELEGATE, DEFER

One of the key points of GTD is to be able to continually parse the flow of your life. To me, this is mostly email. I try and read my email multiple times per day (I know this goes against the convention). I have found continually parsing to be easier and less stressful to me. I try not to be interrupt driven, but when I first sit down in a gap, I process. Emails are either done in real time (if less than a 2 minute action), delegated to someone else (I use ToDoists shared projects with some of my team to assign a task. Otherwise, I just fire off an email and star it to review later), or defer it (create an action for the future in your ToDoist). At this point, if it is trash, spam or FYI, I usually just leave it read in my email box for later searching (search to me is better than filing). I do set up a tag for a future task that 'NeedsProject' or 'Someday_Maybe', as you can see from above. These are both GTD categories on how to defer items that are not tasks, but instead are containers (projects) for several tasks and items that you may eventually get to respectively.

8. NOW USE YOUR PRIORITIES AND FILTERS TO DECIDE WHAT TO DO NEXT!

Now that you have tasks in and you are ready to sit down and start working, use your filters and priorities to decide what to do. Do you only have 5 minutes? Filter for just 5-minute tasks. Sitting at your computer, filter for your computer context. Stuck at the doctor's office with only your iPhone? Filter for just your tasks labeled phone. Are you ready to just do the next thing? Pull up your Today tab in ToDoist and do your next task. Try to finish your red and orange tasks every day. Go back and look at your completed tasks on Sunday and you will be amazed how much you are getting done.

Todoist

9. HERE ARE SOME OTHER RESOURCES ON TODOIST AND GTD

No system is perfect. You have to find a system that works for you. Before I found my system, I had read many books and tried many different things. Here are some other links to resources about ToDoist and GTD:

  • Some of my methods were based on this ToDoist article on GTD.

  • This article helped me with some of my contexts and filters (note that ToDoist does not let you use labels with the < symbol anymore).

  • Here is a great blog post by Becky Kane (@19Kane91) about how she uses ToDoist and GTD.

  • Here is one more GTD and ToDoist Method.

10. BONUS TIP: USING A POMODORO TIMER

A Pomodoro timer is a method for driving flow - the ability to get lost in deep concentrative work where time seems to disappear, and you get tons of work done! Pomodoro is the best way I have found to get flow. The way it works is you set a timer for 25 minutes and work without breaking. Then you set another timer for 5 minutes and goof off on anything you want. You do this for four cycles and then take an extended break. Here is a quick and dirty Pomodoro Timer.

I hope your new year starts off great! But more importantly, I hope these tips will help you build a habit of organizing and attacking your tasks that will make 2016 your most productive year yet!

If you like this article, listen to Dialexa CEO, Scott Harper, on Custom Made talk to the business opportunity of custom development:

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Listen to all episodes of Custom Made for insights and perspectives from industry disruptors and technology leaders on iTunes or search 'Dialexa' on your favorite podcasting app.

Todoist Tips And Tricks

Table of Contents

  1. In depth discussion
    1. Evernote
    2. Todoist
    3. NirvanaHQ [winner]
    4. FacileThings

If you’re unfamiliar with Getting Things Done, I strongly urge you to go read the book, it’s a life changer. I do not intend to repeat the contents here, but I will include some nice variable-length summaries I’ve found and enjoyed:

It’s not a perfect book (I gave it ★★★★☆), but the abstract concepts behind it are so powerful that in combination they feel like acquiring a superpower.

Getting Things Done is one of those very rare books that changed my life. Before reading it in 2014 I considered myself a smart and driven person, but also unreliable, irresponsible and chaotic. I would pick up and drop projects on a whim, forget tasks that I promised to do, arrive late to everything and generally I just felt unproductive and stressed. The trust between present-me and future-me was pretty low.

After several years of practicing the GTD system, I became an objectively more reliable, consistent and productive person. Present-me and future-me have become great allies and even more importantly I enjoy the process of planning and performing my tasks and work.

The book was published almost 20 years ago and today is still, in my opinion, the best and most complete personal productivity system out there. While originally it was implemented with physical files, folders and papers, it has since been transformed by many practitioners to accommodate to the digital age.

When I started practicing GTD, the best implementation I found was in Evernote. It was called “The secret weapon” and it worked well — I’ve used and refined it for years, until last year I finally decided it’s time to switch. Surely a better implementation must exist by now.

After taking a couple of months to try different software solutions, I’ve settled on using NirvanaHQ. In the next section I explain why.

For those who just want a straight answer, NirvanaHQ is my winner. After sticking with it for months, I’m still very happy. I summarize the comparison below:

Evernote: my first GTD implementation. Used it in 2014-2018 and it completely worked. Clunky to set up and clunky to use, but versatile enough to deliver a full GTD experience. In my opinion it was the best option until recent years.

Getting

Todoist: a well designed and implemented general task-management app. Requires a lot of tinkering to fit to the GTD system and then it’s a proper solution. I love how responsive and intuitive the app is and that it has many third party integrations. Currently my second choice.

Todoist tips and tricks

NirvanaHQ [winner]: finds a great balance between true GTD implementation and a light, well designed modern service for web and mobile. It’s not perfect (I am sorely missing integrations with outside services such as calendar or IFTTT/Zapier and support for task images / attachments), but it really achieves the GTD vision simply and beautifully. My current choice.

FacileThings: the most true, hard-core implementation of GTD I’ve seen and a great tool to introduce newcomers to the system with a guided experience. The only tool that has built in consideration of your purpose, vision, goals, areas of responsibility and even formalized a weekly review process. Too bad the UX is not so well designed and requires a lot of clicks to get anything done, and perhaps a bit too restrictive in doing GTD “the right way”.

I’ve also tried other apps like AnyDo, Wunderlist and Remember The Milk but didn’t find them to fit well with GTD.

If you’re interested in setting up a GTD implementation for a non GTD-native app like Evernote or Todoist, read on…

What is required to implement GTD?

As far as I can see, to implement GTD you need two things:

  1. Mutually exclusive folders/labels to represent task status: [Inbox / Now / Next / Someday-Maybe / Waiting-Delegated / Complete].This is trivial: I need to be able to move a task from one status to another and have it erase the previous one automatically (otherwise, when I label something as next I’d have to also remove the label soon).
  2. Concurrent labels to represent context:
    • What: properties of your tasks such as: priority, low/high energy, estimated time and so on. They can also be keywords such as: health, finance, family and so on.
    • Where: places where you’re likely to do tasks.
    • Who: separate tags for people you frequently work with or delegate tasks to.

The context labels allow me to figure out what to do next that fits my context. For example when I’m driving, need to fill 10 minutes or am in the mood to do something specific.

If you can make these two requirements work, you’ve got yourself a basic GTD system and the rest is details (which can sometimes still be very important!).

Further considerations:

  • Separate work and life tasks easily.
  • Have useful reminders that pop up at the right time, in the right context, in the right location.
  • Integrations with other services (such as your calendar).
  • Great UX and a snappy multi-platform experience.

Side note:
The minimal implementation of GTD that exists is probably todo.txt.

Evernote

My first GTD implementation. Used it in 2014-2018 and it completely worked. Clunky to set up and clunky to use, but versatile enough to deliver a full GTD experience. In my opinion it was the best option until recent years.

Implementation

The best implementation of GTD that I’ve seen for Evernote is The Secret Weapon. The only thing I strongly object to is their decision to implement task status as tags, under a .when label (see their setup page).In Evernote, I think task status must be implemented using the notebooks, since they are the only mutually exclusive kind of tag (reasoning given above).Below is a screenshot of my own setup which has worked for me for years. Note the separation of work and life into two notebook stacks. Task status switches are very easy to manage.

Pros

  1. Super easy to capture tasks, ideas and information. Evernote implemented a great capturing tool on android by creating a 1-click widget to capture text, photos or voice. Everything goes into the inbox to be processed later.
  2. Extremely flexible. Using notebooks and tags you can set up your system any way that you want. Tags have infinite hierarchy.

Cons

  1. Not GTD-native. By that I mean that while Evernote is versatile enough to implement GTD, it wasn’t built with GTD first in mind. The result is a somewhat clunky daily experience. For example:
    • Tasks are just Evernote notes, which don’t have standard task properties like energy levels, time estimation or the ability to “tick” a box when done in a satisfying manner.
    • Reminders in Evernote are weak and it is hard to define and properly follow self-imposed due dates.
  2. Two GTD notebook stacks are required to separate work and life tasks. Or at least that’s the best separation I could think of.

Todoist

A well designed and implemented general task-management app. Requires a lot of tinkering to fit to the GTD system and then it’s a proper solution. I love how responsive and intuitive the app is and that it has many third party integrations. In my opinion even after proper setup it’s second to NiravanaHQ, but for non-GTD-purists it might be a winner.

Implementation

The setup in one picture:

The main problem with implementing GTD on Todoist is that this software is oriented around due dates and there is no clear way to implement task status. This could be solved by either having a set of mutually exclusive labels (for task status) or simply nested labels (for projects, which would free up the Todoist projects pane for task status purposes). Unfortunately both features are missing, so I’m facing a dilemma:

  • If I use the projects tab for task status, then I have to implement my actual projects as labels, which sucks because Todoist labels are not nested and generally not first class citizens.

  • If I use labels for task status, they are not mutually exclusive which is one of the two requirements above.

How to solve this? Interestingly, I found a way around this limitation with the use of filters: give each task-status a label.

With

For each task-status create a filter which shows only tasks for which that status is the highest priority.Add the filters to favorites and then view the task statuses from there.

As an example, say I have the task “buy milk”. At first I add the label Soon to it. Then at some point the task becomes relevant and I add the label Next to it. The filter for Next is set up in such a way that it shows everything with label Next, so the task will be seen under it. But! The filter for Soon is set up so that tasks which belong also to Next do not appear under it, and so the task is effectively gone from this view.

To define the filter simply enter: Soon & !Next which translates to: “Show me tasks which belong to Soon and don’t belong to Next”.

Naturally I setup the other task-status the same way.

Getting Things Done With Todoist

Pros

  1. Full of integrations with other services
  2. A very smooth experience both on web and mobile
  3. Powerful reminders and repeating tasks

Cons

  1. Not GTD-native and not trivial to set up proper GTD even when trying. And to be honest, even after proper set up I was still missing some critical GTD features like assigning a contact person to a task (it’s possible to implement contacts as labels, but since there are is no nesting with Todoist labels it becomes a mess).
  2. I don’t really get the purpose of the karma system (scores your productivity).

NirvanaHQ [winner]

Nirvana Finds a great balance between true GTD implementation and a light, well designed modern service for web and mobile. It’s not perfect (I am sorely missing integrations with outside services such as calendar or IFTTT/Zapier and support for task images / attachments), but it really achieves the GTD vision simply and beautifully. My current choice.

Pros

  1. GTD-native. Easy to manipulate and process the tasks.
  2. Intuitive UX and a smooth experience across web and mobile.
  3. Using Areas, very easy to separate work and life tasks.
  4. Overall, strikes a great balance between GTD purity and great UX.

Cons

  1. No integrations with other services such as calendar.
  2. No support for attachments of any kind. This service is only text-based for now.
  3. Repeating tasks do not support countdown from the time your finished the previous iteration of the task.
  4. Task capturing on mobile is weak (requires opening the app and then a long press on “+”). This is solved by adding an IFTTT note widget which sends an email to my Nirvana inbox.

Note:I was recently made aware that there is an offline-desktop clone of NirvanaHQ, called Everdo. After testing it for a few minutes, it is a near-perfect clone, down to exact UI placements. Personally I don’t like such blatent copying, but for some of you this might be an alternative to consider.

FacileThings

The truest, most hard-core implementation of GTD I’ve seen. It is the only tool that has built in consideration of your purpose, vision, goals, areas of responsibility and it even formalized the weekly review process. Too bad the UX is not so well designed and requires a lot of clicks to get anything done, and perhaps a bit too restrictive in doing GTD “the right way”.

One thing I’ve noticed about FacileThings is that it’s a great platform for introducing people to the GTD method. Some of my friends who were not that interested in reading the book were happy to just watch a youtube summary of it and then try FacileThings, which provided a guided, handheld GTD experience. As their free trial ended, some of these friends decided to continue with GTD, but not all of them stayed with FacileThings.

Pros

  1. A great, very true implementation of GTD. I’ve actually recommended this service to friends as an introduction to the method instead of the book - it’s more interactive and forces you to work right.
  2. The only implementation I’ve seen that incorporates higher GTD concepts such as the weekly review, areas of responsibility, Vision, life goals, etc.

Cons

  1. Clunky UX. It’s too hard to manipulate tasks and get all their parameters right.
  2. Mobile experience is not good.
  3. Not flexible. You can’t do shortcuts that are against the pure GTD way. For example:
    • you can’t add a task to the inbox and immediately process it. It goes into a processing queue which means that I only get to fill out the details when I’ve already left the current context.

Other GTD apps

Since posting, additional GTD apps have been recommended to me by various readers of this post. I’ll try to keep a list of them here:

Getting Things Done Todoist Setup Guide

  • Nozbe
  • Everdo
  • GTDNext
  • Skedpal
  • (Update 2019-11-04) Amazing Marvin - this one looks amazing. Extremely configurable and serious power under the hood.

I’ve given each of these at least a cursory glance and while some of them are quite nice, my overall recommendations remain the same.

Further discussion

Getting Things Done Templates

Getting Things Done With Todoist

How To Use Todoist

Feel free to join the discussion about this post in the official GTD forums and on Reddit.Alternatively, you can leave a comment below.