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Posted by Dr Andus
Jan 24, 2016 at 12:57 PM

 

Ken wrote:
>I feel
>that I am somewhat stuck between task mangers and note-taking
>applications.  I am primarily managing projects and need to keep track
>of, and prioritize, tasks, but I also need to keep notes so I am current
>as to the status of each project/task.  Task managers are good for
>tracking tasks, but not so good for handling notes and reference
>materials.  Note-taking applications are great repositories, but
>horrible for effective task management.

It does sound like you might benefit from combining two or three pieces of software that are best in one thing but link well with each other and so can be assembled into a fluid system.

Let me use my example with ConnectedText, although I know you said you weren’t interested in CT.

The three pieces of the system for me are 1) Google Calendar, 2) WorkFlowy, and 3) ConnectedText. A fourth piece of the puzzle is Chrome, which is always open on my machines, with GCal and WF set to open automatically when Chrome is launched. This is important so that GCal notifications (as pop-ups) are also delivered on the desktop. Although if you have other devices (smartphone, tablet), audible GCal reminders will also go off on those, which is a good fallback solution. 

1) Google Cal - needed for scheduling executable tasks and for setting reminders. Cross-platform, automatic sync.

2) WorkFlowy - for task management, work breakdown, quick notes - tasks can be transferred from WF to GCal once they’ve been allocated a time slot. Because every WF task has a unique URL, WF lends itself easily to be intergrated into other systems (e.g. the URL can be pasted into CT or into the note area of a GCal item, if you want to reference it back where it came from. There is also a Chrome add-on that allows you to turn a WF item into a GCal item with a click or two.

3) ConnectedText - for project management and handling notes and reference materials, as a dashboard to files and URLs. Links to WF can be easily dropped into CT, and links to CT into WF, so items can be closely aligned. WF and CT can be used in tandem for distilling actionable items, which then end up in GCal for execution. In turn, the execution can be recorded and archived in WF and CT. CT also has its own internal calendar, so it’s possible to set up a higher level project management calendar and even higher level task tracking.

An additional element to this system, if you do require a Gantt view, would be a dedicated project management tool, for getting that bird’s eye view. I use RationalPlan for that. (I used to like Mindsystems Amode V2, but it’s now defunct, and Twiddlebit’s Plan for Windows does not scale on my hi res monitor, so it’s practically illegible).