Archive for the ‘ gtd ’ Category

LoFi TV

I made a dopey little video with my N90 today.

Its just me fiddling with my Shirt Pocket Briefcase, Rope Case, and some cards.

If you were just curious for a “3D exploration” of this products instead of the still photographs, you may find this interesting, embarassing, or both.

It is very difficult to use these things one-handed, so there are some moments where it would appear that you should be paying close attention to something that isn’t there.

I just got new 3×5 ‘folders’ for my Rope Case, so I’m kind of playing with them a bit.

the movie is online and ready for your viewing pleasure. Warning: it is set to music.

GTD LoFi HiFi Whitepaper Draft 41

Okay. Draft 41 is online.

Let me know if this answers your questions. Relevant sections:

Disaster Recovery for Index Cards

Hands-on Real Live Project Sample

I created a new context for the purposes of this document, really. While I’m out sick with this flu or whatever the hell I have, I created a @sickday context.

Let me know if this answers any questions, or creates new ones.

Draft 41

Several of you have written me and told me that you’ve just placed orders with Levenger. Kudos! Take the plunge! You’ll never know if you can rock this LoFi productivity if you don’t try it, and Levenger sure makes it more luxurious, if nothing else.

GTD LoFi HiFi Whitepaper Draft 38

Two biggish changes to the paper today.

Added a luggage section where I talk about my baggage, and not the kind that keeps me awake at night.

Added some more notes about file synchronization for notebooks to desktops/servers.

I think my next sweeps will be to make it more readable, improve flow, and correct any glaring grammar, diction and other problems.

Closing in on no longer being a draft.

Latest Draft is always available.

GTD LoFi Hifi Whitepaper Draft 38

Two biggish changes to the paper today.

Added a luggage section where I talk about my baggage, and not the kind that keeps me awake at night.

Added some more notes about file synchronization for notebooks to desktops/servers.

I think my next sweeps will be to make it more readable, improve flow, and correct any glaring grammar, diction and other problems.

Closing in on no longer being a draft.

Latest Draft is always available.

GTD LoFi HiFi Whitepaper Draft 35

This is working-draft number 35 of my GTD LoFi HiFi whitepaper, which is a use-case as well as living document to reflect my implementation of GTD. I like reading about everyone elses, so I hope that someone likes to read mine.

It isn’t perfect, but it will eventually be a completely exhaustive document that outlines how I process all the various inputs and outputs and use GTD to get things done.

Draft 35 is live, that document will always exist at that location, and will be editted frequently. Please leave comments regarding it in my email inbox or here in the comments.

Changelog:

Added clarity to some parts of my workflow from feedback. (re: cards, re: creation)
Added notes on encryption and data integrity with DEVONthink.
Added “Things to take to Meetings” section.

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The Joy of Scheduling meetings

Doodle: Scheduling meetings:

I cannot stand scheduling meetings.

My office lives and dies by the Exchange server, and what stinks is that even if you cruise the participants calendars looking for an available timeslot, that doesn’t mean that those people are actually available.

Most of the time I find that I’m probably wide open on the calendar, but I have plenty of things to work on and therefore not available for Project Y. Sometimes this leads people to believe that I think Project Y is a colossal waste of my time. This is not necessarily the case. Quite frankly I, like most people, have plenty of other things to do besides sit in meetings.

So Doodle works great for that, you just mix and match and see when people are available. Additionally, you don’t have visibility into other organizations Free/Busy servers, so this allows you to schedule your big important meeting with Customer Z without playing “Outlook Invite” tag like a mental patient.

Hipster PDA in Levenger form-factor

So my previous attempt at a hipsterpda was a success in that I found a workflow I liked.

The mini moleskine accordion wound up being something of a hinderance though, it doesn’t fit in all of my pants pockets, for example. The whole point is to have it handy and available, so I found out that there was a local (well, Boston) Levenger store and they had the Pocket Briefcase there, which everyone seems to love, but in a more lovable ballistic nylon.

Warning, apparently they have been discontinued. Attempts to locate it on their website fail, as does putting in the model number (AL6785 BK) on the Levenger website. Bummer! I think some resellers still have them.

At any rate, here are some photos of my levenger hipster for those who are curious what they really look like in actual use.

EDIT: Sorry, the link to the Levenger photo group I shot was wrong, now it has been corrected. Thanks those who caught that :)

Backpack Mobile and the Equifax Certficiate

I love using Backpack from 37signals and often make use of its Mobile interface.

The problem I had is that my Nokia N90 kept asking me every single time Opera hit my Backpack to View Certificate or Continue when trying to use the SSL version of the service. I don’t like shuffling my data in the clear, but I also didn’t like having to constantly tell my browser it was okay, and to proceed.

So I viewed the certificate and saw that they were using Equifax as their CA. Piece of cake. If you want your handset to shaddup and trust Backpack (and Equifax), read on.

It just required a little bit of digging. Once I found the data on the CA and found their certificates online, it was a cinch.

Open this URL in your handset’s browser:

https://www.geotrust.com/resources/root_certificates/certificates/Equifax_Secure_Certificate_Authority_DER.cer

By all means use a service like Teleflip to zap it to you via SMS so you can snag the URL easily and open it with your mobile browser. I wouldn’t want to type that in. You may also be able to download it on your computer and send it over via Bluetooth to your handset, or put it on a storage card. (Mac users can just drag it onto the Bluetooth File Exchange icon, and click on their mobile phone, naturally.)

On my Nokia N90 S60 handset, all I had to do was view that URL, let Certificate Manager import it, and tell it that I will trust it for Internet-related shenanigans. If you want, go ahead and let Equifax sign code and whatever else you want to trust them for.

That made Opera (and the Nokia ‘Services’ browser) trust that my Backpack page was safe and honest-to-god reasonably secure from interception and eavesdropping.

Now, if 37signals will fix up their /mob UI to let you browse and create more than one task list per page like the sexy desktop flavor, we’ll be in business.

Make .Mac .Mobile

This story has now been run on PowerPage as well.

Getting data from .Mac to mobile handsets doesn’t need to be so difficult.

Currently Apple’s approach is desktop-bound, adding a handset to iSync and letting your mobile phone talk to iCal and Address Book. But there is a much better way to do this that I’m surprised Apple hasn’t moved on yet. I can only assume that they will, and soon, but until then I can only grit my teeth and wait for the inevitable.

Apple needs a more vocal mobile strategy

They dabble and they play a bit, and so far what I’ve seen is solid. It isn’t especially transparent but they’re trying. Apple doesn’t like to do anything unless everyone can play, and I think Apple needs to clamp down on the bite-plate and move on this market, hard.

Messaging and communication will soon not take place on the desktop. I strongly believe that all communication will soon be offloaded to mobile devices, if it hasn’t already for many of you. IM, Email, Text Messaging, MMS, and usable syndication for mobile devices is either already available or almost there. Much of your consumption of information can take place on the go now, without requiring a desk-bound reader or user.

I think content creation and authoring and actual work will continue to take place on the desktop, but that most of our “interrupts” will move to a personal device you can take with you. If you have any doubt about this, just consider the following: when you call someone, and you have 3 numbers listed (home, work, mobile), which one do you call first? You probably call the mobile. You want to call a person, not a location. Why would you call places when you can call the pocket of the individual you actually want to reach? Email inboxes are locations for most people, they get email at their desk at home, or at their desk at the office, or at a WiFi hotspot or on the road with a tethered connection to their mobile operator. Still: not the individual, you’re relying on computers, desktop or laptop.

In the last few years, mobile synchronization over-the-air (OTA) has really blossomed. I don’t just mean mobile office devices like the BlackBerry or your GoodLink’ed Treo 650s either. There are a ton of players throwing their weight around in this space. Good, RIM, Microsoft, and others have competing technology to allow mobile devices to keep a calendar, inbox, task list, and notes in sync with the desktop and enterprise.

Why not Apple?

Apple has been mum about any big movements they want to make in this space. This may be because they’re trying to change the entire world, but while they sit in silence, the market is moving onward and getting harder and harder to work against.

What to do?

Apple should release OTA SyncML services for .Mac.

Answering the inevitable: What does that give me?

Most mobile phones released in the last couple of years support SyncML OTA. They allow you to point your handset at a syncronization server and get tasks, calendars, contacts, and even email via a syncronization. Yes, really.

This is an open standard. By adopting this strategy, Apple doesn’t require client-side software, expensive infrastructure for small businesses and individuals, and gets Address Book, iCal, and even .Mac email right into a mobile device almost magically.

Examples and Use Case

Sam is sitting in her home office on her way to a client meeting. Sam just got an email about another meeting later that day, and accepts it into iCal. She leaves her home office for that meeting and while en route, her mobile phone updates against the .Mac Sync Server and updates Sam’s handset with the next meeting, even though she forgot to initiate a local sync when she was near her computer.

Chris is at a party and accepts a vCard via Bluetooth from a new friend to the Contacts list on their mobile phone. When Chris gets home that new contact is waiting in Address Book, ready for emails, calls, and text messages.

Consider also that this could take place with any subscribed calendar, and you can easily see how useful this could be. If you share calendars with people in your household or office, those changes made to the subscribed calendar would also be pushed down to your mobile device. When your spouse adds an appointment to your calendar, you get the update no matter where you are.

Not the Microsoft Method

The new ActiveSync services that Microsoft is rolling out are heavily reliant on having a Microsoft Infrastructure. True, they’ll support OTA sync to a variety of devices, but it means some organizations will have to buy or upgrade Exchange and other critical components to make it work, new handsets in some circumstances will also have to be acquired, leaving small organizations and many individual users in the cold. If Apple is willing to concede this market completely to Microsoft, they should continue to do nothing to fight them.

Not only that, but shops that choose to not adopt the Microsoft way of doing email and collaboration are using open standards such as IMAP, vCal, vCard and LDAP instead, making them much more compatible with the vast majority of devices and workstations on the market.

Simply having a strong OTA option for synchronization of mobile devices gives Apple a leg-up for .Mac users, as well as gives people a reason to sign-up for service or continue service with .Mac in spite of what can only be lackluster support and often expensive, but very well integrated, services.

Additionally, Apple could bundle a workgroup/business version of this service in Mac OS X Server. It would probably be trivial, I’ve played with Sync4J’s SyncML server, and it does run on Mac OS X Server with minimal fussing. Thanks, Apple, for including J2EE.

Build the infrastructure, Users are waiting

Apple’s only option at this point is to go into mobile market heavy with services such as this, or concede it to Nokia and Microsoft, which are decidedly hostile to Mac users.

While Apple waits, the offerings from the likes of Microsoft, RIM, Nokia and Sony Ericsson for all-in-one communicators with services such as 3G data services, WiFi, and media players, are maturing. Unified messaging and multimedia already exists in the marketplace, and the answer to this isn’t bigger iPods. Quite honestly, the iPod cannot last forever, and at this point it is still a one-trick pony. Granted, that one trick: music and media to go, is executed and mimicked everywhere, but those mimicks are getting better and better and users are very interested in moving music and media to a personal device that also has the ability to communicate and assist in the lives of the users.

We are going mobile. Apple should be there too.

So while Apple has managed to completely transform the act of taking music with you, they need to apply that same Kung-Fu of unity to other aspects of the lives of individuals.

Nothing says that Apple shouldn’t continue to improve iSync for desk-bound sync with local devices. Not everyone wants to buy a data plan that would be required for OTA sync. But a lot of people do, and this method would be much more convenient and reliable. There is nothing wrong with cutting into RIM and Microsoft’s pockets, and right now Apple is conceding those budgets directly to them.

Levenger Love Letter

On the Levenger website they have an RFP of sorts up for how people are using index cards and paper in a “WiFi world”.

So I wrote them a letter, which I have just been informed as been sent to their product design team.

Capturing here for posterity.

You said you wanted to know how people were using 3×5’s in a digital world.

First of all, you guys need to really bring back the ballistic nylon pocket briefcase. I was lucky enough to find one in the Levenger store in Boston. Thank God I walked past that store or I never would have bought one. The leather one just didn’t appeal to me and looked like it would be slippery and hard to use every day. I’m glad I saw the ballistic nylon, but would love to get it in a dreamy dark blue flavor.

I’ve been working hard on David Allen’s Getting Things Done (GTD) system. I also have as one of my daily reads the 43Folders blog, which is targeted mainly to GTD users with Macs or other non-Windows workstations. This is the same blog where Merlin Mann wrote the famous Hipster PDA piece; HipsterPDA (which redirects you to the right place at 43folders.com ;))

When it comes to PDA’s and such, I’ve owned them all. A Pocket PC, several PalmOS devices, an Apple Newton (!!!), and various smartphones, BlackBerry’s, and other HiFi organizers and devices.

So I’ve jumped from platform to platform, place to place. None of the web-based solutions are a perfect fit, and they’re also not all fully functional on a mobile phone. This precludes me from relying on them. I’ve also found that relying on my PowerBook or ThinkPad will not work, because I’m not always near a computer and I have many computers that I work on throughout the course of my work. I need my projects and tasks with me no matter where I go and no matter what connectivity I have.

What I’ve found is that in spite of these devices being digital and therefore super extensible, they are completely limited in the freedom of motion that they give the user. You are at the mercy of software updates, developers in the marketplace, and hamstrung by limitations in the devices themselves that make it very difficult to manage multiple projects concurrently. You can only look at one item at a time on a digital device. There is no such thing as peripheral vision and a “horizon” when you’re on a digital device. No big picture. No overview. Everything you do on a PDA or smartphone is manual.

My current solution to my mandness as an information security research analyst and writer, is to use a versatile mobile phone and a hipsterpda wrapped in a Levenger pocket briefcase.

The phone? A Nokia N90, on the Nokia S60 platform. These are one-handed smartphones that offer great email capability and browsing, as well as media capabilities. It plays music, it browses the web, it takes amazing snapshots with the 2 megapixel camera (perfect for capturing whiteboards and “used” index cards) suitable for 5×7 prints. It is my communications device, my messenger, my mobile browser, and a source of entertainment. It also is the home of my reminders, alarms, alerts, appointments, meetings, and ticklers for things I should do on certain days. My “hard landscape” lives in iCal on my PowerBook and syncs wirelessly to my Nokia N90.

I have been totally underwhelmed by project and task management on PDAs and smartphones. I don’t use tasks in iCal or my mobile phone for that very reason. They are too focused, too narrow-minded, and completely obtuse when you need to see the big picture.

Which brings me to you Levenger and the Hipster PDA.

I picked up a ballistic nylon pocket briefcase after sampling all of your wares in the local Levenger store.

Photo Set on Flickr

As you can see, I’m using it as a portable home to my many index cards of Next Actions, Projects, and other captured bits that are important to me and my life.

The beauty of the index card isn’t that it is merely an inexpensive bus for various inputs and outputs, it also allows me to really visualize all of the things I’m working on and sort based on situation.

My Next Actions cards are titled ”@home”, ”@office”, ”@calls” and such, like any good GTDer would have. I can easily pull my pocket briefcase from my pants pocket (because it fits so well) and slip out the appropriate card, tuck it under the flaps, and get working.

When it comes time to review my current projects, or brief my management on my progress and workload, I can easily deal out my deck of projects and follow along with each of them. Since I’m capturing all of my tasks on the same index cards, it makes review and processing that much faster.

Upon finishing the tasks on a card, I take a snapshot with my smartphone for archiving, and tear the sucker up. I have to tell you that this one of the most satisfying things ever. Not only is checking off a box on a to-do item nice, but tearing the card up? Exhilarating.

While the digital devices are fun, they are remarkably inflexible in spite of themselves. I don’t need to wait for software upgrades and patches with my HipsterPDA and my Levenger pocket briefcase keeps my cards neat and organized, and also has a room for blank cards (ammunition), and space for a few business cards when I’m out and about.

All in all, I’m very happy with this system. Happier than I’ve been with any all-in-one device that ends up doing everything with mediocrity and limitations in software. It is also the fastest method to capture data ever. No opening a laptop, no thumb-board, just a Fisher Space Pen and my Levenger which are out and ready for action in about three seconds. And since it fits in my pocket, I am always at the ready.

So thats it. How I’m rocking lofi in a hifi world.