The Genius “Forever Calendar” Template – Never Manually Create Calendar Lists in WorkFlowy Again. Ever.

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Maybe you’ve never warmed to the idea of having a calendar of chronological dates in WorkFlowy because you’re put off by the idea of manually setting it up – One. List. At. A. Time. I used to have my own way of automating it all… but still, I wanted it to be simpler.

A WorkFlowy hero reached out to me by email a couple of months ago with a template of all the possible date/day combinations that exist from now until kingdom come. It’s actually a much smaller template than you’re thinking right now. A huge shout-out to Christiano Lima Santos from Brazil for sharing this genius solution. I’m kicking myself for not having thought of this. Continue reading “The Genius “Forever Calendar” Template – Never Manually Create Calendar Lists in WorkFlowy Again. Ever.”

Dee Jay Doc’s “Action Flow” Demonstrates WorkFlowy Tagging Magic 101, Bringing Together what Many Find Elusive

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Today’s post is an encore of Dee Jay Doc’s interview last Thursday. I’m incredibly impressed with how he put together his “Action Flow”. Dee Jay Doc is going to run us through the basics, but you absolutely have to zoom in, hit some tags and tinker with his shared list to see how all of the moving parts of his system integrate seamlessly.

It is well worth highlighting that Doc does a fantastic job of consolidating to-do items within individual project workflows and those in fixed daily schedule lists. He also uses a hybrid of date/ month tags – everything coming together in his tag indexes. You’ll most certainly want to take a page or two out of his book, since many people have found what he’s achieved in his Action Flow to be painfully elusive. There’s also a lot of magic here for those of you GTD fans. Here’s last week’s question I saved for today:

FRANK: Do you have any of your own home-grown tips and tricks which you wangle out of WorkFlowy – anything that you’ve been dying to shout out aloud? Because now’s the time to do it!

DOC: My life can get complex because I run the Fresh Camp, create my own Dee Jay Doc music and help my wife with her handmade jewelry business.

I’ve been tinkering for years with WorkFlowy as well as other task management systems. I really appreciate your new book, Frank. It got me into the next dimension of WorkFlowy use. Here’s a few things I’ve been doing to help manage my own workflow:

AREAS

I can filter my whole system by area. This helps me focus on one aspect of my life:

FAMILY (#fam)

FRESH CAMP (#fc)

OCEANNE.NET (#oce)

(My wife’s handmade jewelry business)

Goals

#goals” is a shortcut that expands all my yearly, seasonal, monthly and weekly goals. This is very important so I can check in with my deepest, most essential goals and make sure I’m doing what’s most important. Sometimes I get so caught up in the matrix of tasks, due dates and stuff that I can’t seem to perceive the most important objectives of the week and stay up on what I need to get accomplished this month.

Contexts

I use a lot of GTD principles, in that I collect in an inbox (Reminders on my iPhone). I process them. I organize in WorkFlowy and assign contexts. I will check my @office context when I’m in my office, but I can usually only do a few things on any given day, so I spend more time in my Day views than in my context views. I try to schedule my week out this way and take work in chunks.

TODAY

Inside the Today node, I have three buckets, “Priority”, “Call”, and “If I Can”. Each of these operate the same way. I can write my priorities for Friday in the Priority node with a tag @f. I can do this ahead of time and/or on the day of. They can be in any order because I don’t spend time just looking at the priority node. Instead, I click @f on Friday. This filters all the @f tags from the three buckets. It also filters out my schedules for all days except Friday. I love this view. It gives me an overview of my day.

If I am zoomed all the way out to “Action Flow”, and I click @f, I can see my Friday along with any other task from any PROJECT or NEXT BUCKET that is tagged @f. I can leave it there or drag it into my days PRIORITIES, CALL, IF or SCHEDULE.

Another cool thing that I could NEVER do in a Calendar program is click on the context tag of the context I’ve scheduled myself time in. For example, at 1pm on Friday I’m schedule to go into the studio. If I click @studio, I’ll see any task with the @studio label (I do need to click on @f to remove it from the search, or else I’d only see the tasks with @studio and @f).

Once again… do yourself a favor and go and play with Dee Jay Doc’s Shared list:

https://workflowy.com/s/bIHQ50h7q3


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