In the last post I gave you an overview of my 5 phases of workflow. In this post, I’m going to discuss the 7 essential tools I use as part of my daily workflow process.
Having the right tools for the job are an important aspect of any business. My recommendation is to get hold of all 7 of these tools and begin to integrate them into your life and business.
Here’s a quick summary of the 7 tools and then I’ll discuss how and why to use them:
- A pen
- Notepad/paper
- Inbox or intray
- Getting Things Done book
- Digital Timer
- Evernote
- Nozbe
So let’s take a quick look at each of these tools in a little more detail.
1. A Pen
Fairly self explanatory but ALWAYS make sure you have a pen on your desk, in the living room, and in the bedroom. In fact, ANYWHERE you might have an idea you need to capture. I usually use a pen which has 4 different colors so I can quickly see if it’s an idea, an action item, a note or something else I’ve captured.
2. Notepad/Paper
Get into the habit of writing EVERYTHING down which comes into your mind. When you get it down on paper it frees up you mind RAM which then allows other thoughts to come into your mind. This is what I call “the FLOW of thinking”. The thought enters your mind, you write it down and capture it which frees your mind to receive more thoughts.
Once your mind trusts you can execute on the ideas you generate it will start to generate MANY more ideas.
Just like the pen, I keep a notepad in every room of the house and in my pocket so if I’m out and about I can capture the idea and write it down to process later.
3. An Inbox or Intray
My inbox sits on my desk and is the single collection point for ALL the papers and stuff I have around the house. My ideas go down on paper and then I toss the paper into my inbox to process and organize at a set or random time of the day.
Your inbox is actually just a collection tool for everything that comes into your life. An email inbox is basically the same. I have 2 or 3 different collection points at present which are my physical inbox, my gmail inbox which brings in emails from many other accounts (you can learn more about managing your emails here) and my Facebook inbox for FB messages and notifications.
If you have multiple collection points you’ll want to consolidate them. Bring all your emails into one inbox and ONLY have as fewer email inboxes as you can get away with, without struggling.
Too many inboxes and your system falls apart, too few and you can’t collect everything and start to drop the ball.
4. A Copy of Getting Things Done
I’ve borrowed many of the ideas and concepts from David Allen’s book GTD and integrated them to work with my online business management. GTD is a very powerful book with tons of ideas to help manage your workflow. In fact, the GTD methodology is really a system to managing your workload. If you’re interested in this topic and subject then I strongly recommend buying a copy from Amazon or your local bookstore.
5. Digital Timer
In my Double Your Online Productivity webinar I talk much more in detail about how I use my digital timer. I tend to work in 60/60/30 chunks of time. I set my timer to go off after 50-55 mins of work, then take a 5-10 min break, do the same, then take my lunch or a break.
By using the digital timer I can focus 100% on the task at hand without getting off focus. The timer then reminds me when my time is up and I need to take a break.
The timer I use is similar to this one at Amazon.
6. Evernote
I tend to process many of my notes from calls, ideas I have, and project plans etc and I add them to my online Evernote account. I can then access these notes from any computer and from anywhere in the world. By processing my notes from all the piles of paper I have, it’s much EASIER for me to have a tidy uncluttered desk.
I can also find and search for my ideas and notes much quicker than having to do it manually. You can also add your photos, documents, pdf’s etc to your Evernote account. It also integrates very well with Nozbe.
Click here to sign up for a free Evernote account
7. A Nozbe Account
Nozbe is the online software I use for my to do’s, tasks, projects and organizing all my things I need to do into one simple place online. Nozbe is essential to holding everything together in my system.
The ideas come into my head, I capture the idea on paper, process it and place it into my Nozbe account, I organize the tasks into contexts and projects, I review my life and nozbe account once per week and then I do the actions I need to.
Because I trust my Nozbe account, and it’s up to date… it makes it much easier to trust the work I’m doing which gives me flexibility in my job.
I can access my Nozbe account on my iphone and ipad also which makes things easier when I’m on the move. I can see EXACTLY what I have to do in the given location I am at.
Click here to sign up for a Nozbe account
Over the next few months I’ll be publishing the 5 phases of my workflow in more detail. You’ve seen the overview…. next will be collect, followed by process, organize, review and do.
I know there’s a lot to take in but when you have it down… you have it down! Take your time, implement ONE aspect of this each week/month and within 3-6 months you’ll be a changed person in terms of productivity.
I look forward to your feedback and comments. Feel free to ask me any questions or challenges you may be having and I’ll personally reply.
If you’d like to integrate this workflow into your life and business but are struggling, please complete my 30 minute consultation form, we can have a chat and find out if coaching will benefit you.
Your Friend and Time Saver
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P.S. I’ve recently set up a new group and forum over at our community site called TSA Mastery. If you’d like to come along, sign up for a free account and interact with the hundreds of home based business owners, then feel free to come along… You’ll be able to then locate my Double Your Online Productivity group, join up and say hi
Tags: david allen, getting things done, gtd, productivity tools, Workflow



Leave A Reply (29 comments so far)
Joe Remington
822 days ago
Thanks so much for sharing such great ideas Gavin; as always you provide key insights into how business get’s done. I started using evernote based on your recommendation recently and I love it.
There’s an App for Android, so I installed it, and it really helps because all the information that I put into evernote can easily be processed, indexed, and made searched on any devise I use.
Once again Gavin; your content is Gold my friend.
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Robert Peil
822 days ago
Good ideas here Gavin.
Especially number 2. Writing down your thoughts and ideas does something to the mind – helps work it over and see it from other angles.
Like a growth process – a step closer to activating the idea into reality.
But, what works better? Pen and paper, or typing into a document file?
~Robert
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Mattgeib
821 days ago
Gavin:
This is excellent, I have scheduled ‘your blog’ training into my day as I continue to revamp, my system,,,did I mention by implementing what I have learned from you so far I believe I am saving 30 minutes a day,,,,I want to see how you connect evernote(which I found excellent BTW!) , with your written lists, & Nozbe(I still must check this out!)….It seems these 3 would be a bit redundant?
I loved evernote, but having been a guy who used ‘pen & paper’ B4 pc’s I guess I feel a bit insecure about eliminating so many written lists…LOL,,,I must become more comfortable with these type of systems. I am not sure we will ever replace ‘The yellow pad & pen’ any more than readers like a Kindle will replace all book,,,Just My Humble Opinion:-)
Thanks for all your giving & effort, I for one, am excited to learn from you!
Matt
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Pastor Sherry
819 days ago
Hi Gavin,
Thanks for the reminder to WRITE THINGS DOWN. Getting things from my head to a piece of paper is challenging, to say the least. Something to work on for sure.
Love the inbox idea! When I can get to the place of writing things down I will do that. Only . . . sorry, Gavin, but forget an office inbox! Whatever I use needs to be PRETTY! Like a nice, pretty basket . . . : )
Question: Maybe I read too fast, but I didn’t get the difference between the Evernote and the Nozbe…? That’s something you’ll probably address when you do the detailed blogs.
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Carla McNeil, Social Media Coach & Speaker
814 days ago
Thanks for the info about Evernote. I signed up for an account.
I am good at writing things down, I carry a book and pen with me all the time.
However I have a few books and it always seems that the information I am looking for is not in the book at hand.
Hoping this will help me be less scattered.
tks
~ Carla
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Bill Wetherington
811 days ago
Gavin, awesome post.
I can’t tell you how many times I lost an idea about how to market or a blog subject before I started writing ideas down before I forget them.
I keep a notepad almost everywhere!
Bill
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Coaching with John Komatsoulis
810 days ago
Wonderful post Gavin, I especially love tip #2 and #5
With so many ideas swimming in my head, I could not live without my notepad. I personally use a simple notepad on my Android and it helps keep my life in order.
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Emma
806 days ago
So funny, you’re right we do hardly use pens or paper for that matter!
I’m a big pen and paper fan but then I lose the pieces of paper – LOL – on the boat there were no room for trays – well there was but not very practical when sailing.
I am going to go to staples tonight and get myself a nice inbox – I’m currently kitting out my office space which is fun… goes hand in hand with your productivity teachings – yes yes, new office, new start, new me!!!
Thank you Gavin as always,
Emma
P.S. I downloaded evernote the other day and love it!
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Julieanne van Zyl
791 days ago
These are great tools Gavin, I hadn’t thought of using Evernote or Nozbe, but I will now thanks! This year I purchased a large diary, so I can write all my notes down there. The last few years, I’ve had small diaries, and I was stapling bits of paper to the pages all the time.
Thanks again Gavin, Julieanne
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Curt Bizelli
788 days ago
Excellent Productivity blog post Gavin. I can tell that you really know what you’re talking about when it comes to this subject. I did just join your group on the TSA community about this. I look forward to more tips & tricks. I like the tangible things. REALLY COOL! Thanks and God Bless Your Little One, Curt aka CBiz
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Rachel
785 days ago
Nice and inspiring article! I always write things down the minute they pop in my head as i always tend to forget the most important things.
All the best,
Rachel
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Lesly Federici
779 days ago
Hi Gavin,
I appreciate it.
Wonderful to visit you today. I actually stated using a timer to keep me on track during the day. When I was doing the 100 Day challenge I really saw how much time I was wasting reading emails, etc. Then I heard your idea about the timer and it’s been very helpful. I’ll look at those two websites you mentioned. But I have to say, there’s a part of me that doesn’t want to put my personal stuff online. I have a large binder and an idea book that I carry around with me. I always learn something from you
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Kevin Martineau
775 days ago
Hi Gavin:
These tips are awesome! I am definitely going to begin to apply them to my life. I am on my way to go and check out Evernote and Nozbe!
Kevin
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Steve Shoemaker
775 days ago
Gavin these are some great tips. I have heard a lot about evernote but have never used it. I will have to check that out and maybe start implementing that into my routine. I do feel like I spin my wheels a good bit. Thanks for sharing.
Steve
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William Earl Amis, Jr. III
774 days ago
Gavin,
This is right to the point, keeping a continuous flow, of an operation! This is a great video presentation.
The basic tools, are essential, and we can not function on that higher level, without them! Most people would be lead away from utilizing, still the basic pen, and pad. Yet, it is important as you stated. To visualize on paper, is more productive, than just typing on your word.processor. The mind grasp information, that you apply in the writing process, better than typing that same information.
I also, found that my method, of utilizing a white/black board, helps when the thoughts, are of a detailed, numeric presents. I just found using it, helps my visual prospective, on a larger scale. This application tool, locks rhythmical components, in consistent viewing, which contains my focus. This helps, with my understanding, process. That being of a technical nature of learning. Touch, see, and taste, personality.
Gavin, you did a wonderful job here. Please, continue doing this amazing supportive, presentation format. You help all your readers, keep to the basic, to get the job done. No overcomplicated techniques, and tools needed.
I applaud, you!
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lian
766 days ago
I think having a timer is a great idea but that would also call for discipline. For a work at home mom with young kids, it is a bit difficult to get a whole 60 minutes uninterrupted. That will only happen if the kids are not around or if they are asleep. Thanks for recommending Evernote and Nozbe. I use a whiteboard that hangs over my computer. That way I can see my to-do list without having to turn on my computer. That way my kids also can see what I need to accomplish
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Glyna Humm
754 days ago
Hi Gavin – Thanks for the great tools and information you gave us in this post. I have to say since I saw “Double your Online Productivity” the one thing that has made a huge difference to me is to write everything down especially while I am trying to get to sleep. I would find myself waking up at 3am because my mind could “not stop”. Now I keep a notebook by my bed (and a flashlight) and write the things down that wake me up. After putting them on paper, my mind relaxes and I am able to sleep! Yeah! I also like the inbox idea and plan to try that asap!
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Teach Jim
751 days ago
Gavin, Gavin, Gavin. You were doing so good until you hit on Nozbe. OK I confess. I’m a tied and true Toodledo user. There are many comparable parts. One or the other really needs to be on your mobile smart phone and on your computer and in your browser tool bar. (Both products do all this.)
All the other tools we agree. They help us keep our projects going forward. Got to love the possibilities of the tools. In the Profitable Producers activity of the week I have a video comparing Toodledo and Nozebe. Very similar. Except Nozebe is “Project” oriented and Toodledo learns more toward goals and long term to short term goal congruence. Powerful
Thanks for the great post. Good on you!
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John Gaydon
742 days ago
Hi Gavin,
I was going great until I got to the inbox. Mine is always full, and not so often cleaned out unlike your pristine looking sample! Now I have a bunch more on my to do list. I understand the need for order, but it is not really in my personality. Still I will get that book and see if I can motivate myself to organizing my desktop a little better. In my management days I observed the people with clean desks were the ones that did nothing!!
I am sure it was just my perception. Thanks for the great tips.
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Yorinda
740 days ago
Hi Gavin,
awesome tips you are sharing here!
I keep a pen and paper next to my bed since I seem to have some ideas in the middle of the night.
Setting a timer is something I will implement, especially since I did learn about ergonomics in my computing course two years ago. It is so easy to get lost in work and / or reading posts online. So having a timer as a reminder will be good.
Thank you so much for your post.
Yorinda
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Deb Augur
739 days ago
Hi Gavin,
This is very helpful and I do use quite a few of the things that you use. (Thought it was funny in your video when you said most of us have pens! LOL)
I keep a spiral notebook and 4 colors of pens in front of me at my desk all the time. It’s my most valuable business possession besides my computer!
I haven’t tried a timer, but I like that way that sounds for a couple of reasons. 1. teaches you to focus better, and 2. it allows you a chance to get up and get moving, which is necessary when you’re sitting at a computer all day.
Haven’t heard of Nozbe before, but I’m definitely going to check it out. Thanks!
[Reply]
Dr. Erica Goodstone
735 days ago
Gavin,
I am currently taking Teach Jim’s course on Product Management. He mentions some of the tools you suggest, such as EverNote and Nozbe. However, I have gotten so incredibly busy “doing” that it would just be another time consuming task to learn and implement another tool, even if useful. i have developed my own system within a beautiful 5×8 notebook – makes me happy every time I look at it and open it.
I keep a list of all the ongoing projects/tasks and then another list of the more immediate projects. Then I cross out those that are accomplished. I used to throw away my lists, but I find it so much more uplifting to keep the lists and to review from time to time, acknowledging and patting myself on the back for all those accomplishments.
Erica
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Angela
729 days ago
Hey Gavin! Thanks for the great post on these tools and tips! I have not used the last 2 tools and I am looking forward to checking them out. I am all about anything that can make me more productive. I appreciate you sharing these!
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Dereck
723 days ago
Hey Gavin,
Great tips! One of them (Nozbe), I didn’t know about and, I know now I’m going to have to take a closer look at it.
I wish I could post a picture right now, because almost everything else (that is physical) is sitting right here next to me, nodding at me while I was reading the post.
Personally, I have a full stack of yellow note pads (the large ones) right next to me. I even take one with me everywhere I go (thanks Todd Falcone).
Anyhow, thanks for the heads up, the beauty of time management is actually getting things done when they’re supposed to.
-Dereck
[Reply]
Gavin Mountford Reply:
June 1st, 2011 at 4:46 pm
Thanks Dereck, sounds familiar… exactly what my desk used to be like. I tend to process all my papers and notes now and put them into Evernote so I can search for the info later. Different people work differently and sometimes putting things into the computer isn’t great for many.
Getting things done when you are supposed to do them is key, I agree!
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Andrew
720 days ago
Hi Gavin, I’m very much amazed on how you did manage your day to day workload and thanks for that list of to-do list and I’ve able to use some of it on my work as well it makes me more productive than before.
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Rosemary
716 days ago
Gavin, great post for being productive. It is so important to be organised and to have lots of focus while working . I was very interested to see your book recommendation as I always like to keep up to date with new skills etc. I will be back to this blog. All the best Rosemary
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EveryQuery
674 days ago
I love your suggestions for getting more work done. Much of it I was already aware of…but the Digital Timer…man, that is genius. Not only can it be used to limit yourself form working too much in one stretch, but it can also be useful for break time. I often find that it’s the coming back from breaks that is the hardest part.
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Angus McEwan
355 days ago
HI Gavin Mountford! As usual, an excellent well explained post. I am a HUGE fan of Evernote and do not know how I could do without it. I use Omnifocus as my To Do Application. I love how Evernote syncs to my Mac, iPhone, iPad and Web versions.
The only problem I have is I want to go digital and as paperless as I can. I use Evernote to keep all my new notes and ideas in and want to keep copies of all my important documents.
However, my office (my friend describes it as my Tardis as I am always tidying it) is always full of boxes (yes boxes) of paper documents. I wish I could get it done to one in tray!
Your articles are very supportive. A lot of it I have learned on courses before, but you have a fresh way of presenting it that makes a lot of sense.
I hate doing chores but did most of my house today using a 15 min timer for each room.
Angus McEwan
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