The GTD® Virtual Study Group

203: Using Outlook for GTD

May 9, 2019
A practical deep dive into using Outlook as a GTD task system. Tips for running separate work and personal Outlook setups. Ways to access and sync tasks on the phone with TaskTask and voice capture. Tricks for project lists, views and filters to reduce overwhelm. Discussion of integrations like OneNote, Teams and Office 365 for scaling workflows.
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ADVICE

Use Outlook Categories As GTD Contexts

  • Use Outlook categories as GTD contexts to mirror classic lists like Calls, Errands, Computer, and Waiting For.
  • Angela keeps a Waiting For inbox for receipts and drags order emails there so she can track what hasn’t arrived after big shopping periods.
ANECDOTE

Tracking Online Orders In A Waiting For Folder

  • Angela created a Waiting For folder for online receipts and drags order emails there to monitor deliveries.
  • This made her Christmas shopping easier because she could quickly see orders that hadn’t arrived or missing tracking numbers.
ADVICE

Make TaskTask Group By Category For Mobile GTD

  • If you use TaskTask, create custom views grouped by Category and sorted by Subject to see contexts instead of date order.
  • Angela walks Luana through changing the mobile view so categories collapse and phone contexts (e.g., Calls) are quick to scan.
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