Tool-agnostic GTD essentials by a decade-long practitioner

Unload and capture

Make a habit of unload­ing all your tasks, and ideas for tasks, from your mind into some kind of dig­i­tal or paper tool.

🧠 Your brain is for think­ing, not for stor­ing tasks.

Make adding a task low-friction. Capture tools must be con­ve­nient and easy to reach: record­ing an idea should be one tap away. I long-press the Todoist app icon on my phone’s screen to add a task to my system.

Have a buffer for all incom­ing tasks, so they have time to lose their per­ceived urgency. I have a sep­a­rate inbox for tasks cre­ated today. They move to the gen­eral inbox tomorrow.

Process

Process all your cap­tured tasks down to inbox zero. Do it as often as pos­si­ble, but not more than once a day. You have to develop a sense of trust in your system, so you don’t avoid putting impor­tant things there.

Use one task system for all your activ­i­ties, both pro­fes­sional and personal.

Make sure there’s only one place where tasks are processed. Don’t keep some tasks in your email app or a messenger. A mes­sage is a signal. When you receive one, decide whether it’s a task, and if it is, write it down. You can ref­er­ence a mes­sage with a link, but never con­fuse sig­nals with tasks.

If it’s not a task, but you want to write it down, put it in your notes for future reference. Never con­fuse ref­er­ence infor­ma­tion with tasks.

If it’s not a task but an event, put it in your calendar. If you need to pre­pare for the event, make a task for that. Events are not tasks.

When pro­cess­ing, rename your tasks and define them clearly, espe­cially their scope. How will I know the task is done?

A task’s name answers the ques­tion “What do I do next?” A task should make sense to your inner monkey. Clarity pre­vents procrastination.

Work from the list and review regularly

Begin every day with your task list. Make sure you work from your list. It’s not a report, it’s a work­ing instrument.

Frequent review is where most pro­duc­tiv­ity sys­tems fail. If you don’t sort out the garbage, you soon stop trust­ing the system and either fall back on memory as your main tool or start over with a new, fancier tool.

Define and manage projects

A two-level task system works best for me. On the task level, I do small chunks of work, from 2 min­utes to a couple of hours long. They are typ­i­cally small-scale, easily achiev­able tasks you can “do” rather than “manage”. They are usu­ally part of a project, con­tribut­ing to its completion.

Projects are top-level tasks that require more than one action step. They can range from “Clean the garage” to “Launch a new prod­uct line”. Make sure they don’t get mixed up with tasks.

The project list is a bridge to your desired future.

Project and task sta­tuses could be “Next”, “In progress”, “Waiting” and “Completed”. I also gen­er­ously use “Someday” and “Maybe” (yes, sep­a­rately) for delayed tasks.

🔑 A hugely under­es­ti­mated GTD prac­tice: flex­i­ble project scopes. If the project was “Create a new busi­ness”, but you val­i­dated one idea and it turned out to be unfea­si­ble, you could rede­fine the project as “Validate idea X”, close it and work on the next idea.