Getting things done by letting your “trusted system” remind you

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Waiting for others to do what they’re supposed to do used to make me anxious. Not anymore. Instead of trusting my memory, scraps of paper, post-it notes, et.al., I record the task in a “trusted system” and let the system remind me. Until it does, I don’t think about it.

A trusted system usually starts with a calendar. Most attorneys routinely calendar due dates, but are sometimes unprepared when the due date “sneaks up on them.” The solution is to add a review date prior to the due date, prompting you to check up on the outstanding task. Or a series of review dates if there is a long time horizon. You can also calendar review dates even when there is no fixed due date.

Another way to handle “waiting” tasks is to keep a separate list of them and review that list on a regular basis, i.e., during a weekly review. Or, instead of keeping everything on one list, you can assign a tag or label to each individual task. During your weekly review, check everything that has the “waiting” tag or label or is in your “waiting” folder.

For your own tasks, you can keep separate lists or folders labeled “Now” or “Next” or “Someday” or use tags for the same purpose.

For my trusted system, I use my calendar (google) for tasks with a due date or a review date, and Evernote for everything else. Anything on the calendar that has an associated note in Evernote is linked to that note with a “note link,” a hyperlink that opens the note in Evernote.

Gmail now allows you to star or label your outgoing emails, which makes tracking replies so much easier. Before you click “send,” add a “waiting” label, for example, to any email where you are waiting for a reply. You can then forget about it until your periodic review.

Getting things out of your head and into a trusted system can help you achieve a “mind like water”. The “open loops” still exist, but you can relax and let your trusted system take care of the remembering and reminding.


I’m being interviewed live this Wednesday at 3pm Pacific about using Evernote in a law practice and my Evernote for Lawyers ebook. I hope you can join us. If you can’t make it, you can post your question on my new Evernote for Lawyers ebook fanpage.

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