GTD Setup
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Leslie Amador
I saw the ClickUp’s own GTD article but it just didn’t speak to me. Anyone else have a GTD setup they would like to share? How do you use projects, lists, spaces, tags!
Mine is below, but it’s still a WIP:
One space. Hate switching around too much.
Projects for me are main focuses: personal, work, and education (working on some courses on the side). Last project is my Someday / Maybe Lists
Under each are three lists:
- Scheduled
- Next Actions
- Projects
Scheduled is any standalone Next Action with a due date, also I put tickler items in there. All my real “calendar” stuff is still on Google Calendar, for sharing purposes.
Next Actions is currently just a giant dump with some tags for context like “errands” “chores” “computer” “this or that work responsibility / duty”. I don’t use priority at the moment because if it was a priority I will schedule it. That’s really my only persona priority system that seems to stick with me.
If I start anything and don’t finish it right away, it gets the In Progress status. “Waiting On” is also it’s own status, not its own list. Those are the only two custom statuses I use.
Projects is for tasks that require better separation so I can keep an eye on them better, and for projects that I know will be worked on over a period of time with lots of steps. I would say they are small to medium size projects. For big projects I would make them an actual Project, with lists and sub tasks. All my education stuff is in the bigger capital P Project structure: each course is its own list with tasks and sub-tasks.
That’s all I have so far.
All my reference materials are currently either in the task itself or my main reference database is Evernote. Not 100% happy with Evernote but very few note taking apps have an iOS app and also a web app.
Please post your own setups below!
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Luci N.
closed
We are closing this feature request as we work to make better use of our feedback boards! Removing old and stale posts will increase the communication between the ClickUp team and our users, as well as allow us to hear more of your great ideas!
If you feel like this request is worth us revisiting, feel free to create a new post for this request!
Tanner Braden
Hey all! If you're here to try to get them to make ClickUp compatible with the GTD method, please upvote this other related feature request I created:
GTD Method Compatibility
Thanks!
C
ChristopherConley
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Lee Herman
I'm just coming to Clickup from Trello and figuring out how to use Clickup for an effective GTD flow. The Clickup GTD template is an interesting start but missing some pieces. And I'm still figuring out how to put spaces, folders, and lists to use to implement the various GTD places. And like most, my workflow is not 100% pure David Allen GTD methodology from the book. Any further comments on approaches people have taken would be appreciated.
Nivine
I use a loose version of GTD myself, and here's my setup in case you find it useful. I have 3 spaces, and they are divided by the types of statuses i need in each space: WORK, WRITING, and MEETINGS.
WORK is where all my to-dos (inluding work, personal, church, etc) live, and the projects within this space include HOME, OFFICE, CHURCH, etc. Then within each project are lists, such as HOME > BUDGET or HOME > HEALTH. All lists use the statuses i set up for the space, and they are;
OPEN (tasks I'm not yet ready to schedule; some might call this backlog)
NEXT ACTION (ready to work on next or am currently working on)
WAITING FOR (I've done my part, now waiting for someone. When i move a task here, i modify it by putting the person's name in brackets at the front of the task)
LATER (this is my later/someday that I've decided is not going to happen but i dont want to delete altogether)
CLOSED (completed)
I know GTD doesn't use dates, but I put due dates on all NEXT ACTIONs and all WAITING FORs so that they will appear in the "Time" view on the android app.
I don't keep reference attachments in clickup, but i do use dropbox and will add a link for a document to a task description if needed.
My other spaces are for work that doesn't use these statuses.
For example, my WRITING space has the following statuses
OPEN (here i keep brainstorming ideas)
DRAFT
SUBMITTED
CLOSED (i.e. published)
For MEETINGS, my statuses are the different agendas i might be building, such as
FALL 2018 MEETING
SPRING 2019 MEETING
I use OPEN as my collection inbox as i think of items for upcoming meetings that i will be running.
I'm sure this system can use improvement, but it's working for me for now.
Good luck!