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Saturday, November 22, 2008

Using Remember the Milk (RTM) to track tasks for others

Whether you are waiting for someone to get back to you or you've delegated a task to someone its important to track it so that proper follow-up can occur.

I use Remember the Milk (RTM) to manage my own tasks. So I (un-systematically) started placing To Do items that I had delegated (or was waiting for) in my task list with their name in the subject.

John: Clean-Out Storage Room on the 2nd Floor

In the notes I would often put the date I asked John to complete the task, perhaps even the date I had indicated I would like the task to be completed by and any additional information that would help down the line. Sometimes I would even include the e-mail I sent John.

This system was not ideal as it relied on me manually entering the data into RTM which is process heavy for little tasks. Certainly it was worth it for important things, or for use with those who I suspected might not get back to me. However my persistence with this method began to drop off.

I was inspired by [W]aiting For method of tracking tasks for a short time. However my institutional e-mail client Groupwise handles this method very poorly. If you follow David Allen's Getting Things Done (GTD) philosophy at all - you should not be managing tasks from your e-mail client. As the [W] list began to grow I'd check it less because it wasn't quick and easy.

But I think I've found an easier way. Since most of my task assignment is completed via e-mail. I simply need to BCC: my RTM inbox e-mail address and add a few cryptic keywords at the start of the e-mail to get it into the right list, with the appropriate tags (image below).



The task will then show-up in your RTM "Waiting" list (image below) and you can check it out in your weekly review or even get notifications on the due date to insure proper follow-up.



I haven't been using this method long enough to know for sure it will work long-term. But it is much easier to implement. I'll let you know how it goes.


Thanks for visiting.

C

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1 Comments:

Anonymous Erik said...

I understand that GTD from email isn't necessarily the best thing, but with GTDInbox Firefox extension, I have started turning my emails into tasks and next-actions. Most of my tasks aren't projects, and if they are, I move from email to my iPhone where I start the process of creating action items for the project in the Things application.

November 25, 2008 11:47 PM

 

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About Me

This is the online home of Chad Nuttall. That's me. I live in Toronto and I'm the Manager of Student Housing Services at Ryerson University.

I usually write/read things about:

  • Student Housing
  • Residence Life
  • Education
  • Technology in Education
  • Toronto things
  • Transit

I completed my undergrad at the University of Guelph. Between Guelph and Ryerson I worked at the Humber College ITAL. I started my part-time MEd at OISE at the University of Toronto in Fall 2008.

In another life I'm also a musician. Please feel free to contact by e-mail @ me AT chadnuttall.com. Please subscribe to the RSS feed of my blog (above).

This site in an expression of my personal views, not those of my employer or any one else. Maybe not even me tomorrow.