Decide what tool you will use for what purpose
Datum: 2024-09-18 11:35
An increasing number of the digital tools we use daily are able to perform an increasing number of functions, which almost gives us infinite possibilities… to make a mess of things.
You can create a checklist on a page in OneNote, in a note in Evernote, on a card in Trello, in a task in Planner, and in most other apps for note-taking.
You can communicate with others using email, Skype, Slack, Teams, a card in Trello, a task in Planner, in Facebook Messenger, using WhatsApp, SMS or via some other of the countless channels of communication available to us these days.
And, you can place information and documents you might need for future reference in one cloud or another, in a folder on a drive, on your computer desktop, or here and there in one of the web services I just mentioned.
For you who prefer listening to reading, this post is also available as an episode of the “Done!” podcast:
A bit here and there
We run a great risk these days of spending time looking for something we wrote somewhere since we do not know exactly where we wrote it. You are having a digital conversation with someone who suddenly addresses you in another digital channel, and you feel as if you are listening to one of those 1970’s stereo tests on the radio, where you hear a voice that alternates between the left and the right speaker. It tends to get messy and you end up having information all over the place, which might result in spending unnecessary time on irrelevant things (such as looking for the right thread).
Do this
Take a few minutes right now and clarify to yourself what you want to do and save where. You can, for instance, ask yourself questions such as:
- Using which medium will you communicate with who and about what? Meaning,
- What tool do you prefer using for those quick conversations within your team or office, and which tool should you use for the more extensive and detailed exchanges?
- If you need to comment on something, such as something you are constructing or developing with others, do you do so in the comment section of the tool you are developing in, or do you use another channel?
- Will you have both personal and work-related conversations in all channels, or do you reserve some channels for personal matters only?
- Where do you make note of what you have to do (and remember, you may only choose one single location)?
- When you use the checklist-function in your tools, when and for what purpose should you use it (I suggest you use it to describe how something is done rather than the fact that it should be done)?
- Where do you make note of everything you agree to do concerning something you work on with others? Again, only one location may be selected.
- Where do you save different kinds of information that might be good to have? Meaning:
- Where do you keep information about something that does not come in a document, but which you need to make note of somewhere? Which one of your tools is appropriate for this kind of “extra information”?
- Where will you keep digital documents about things only you need to have access to?
- In what location will you save documents concerning something you are collaborating on with others?
- In many of these cases, you will need to involve other people — the ones you communicate and collaborate with — and in some cases, you are free to decide on your own what to do.
Act quicker
If you make it absolutely clear to yourself what you keep where and what tool you use for what purpose, it will become easier to navigate your everyday life at work. You will find what you are looking for faster and can spend more of your time doing things that move you forward and that are actually useful.
What’s your way?
How have you ensured that you are consistent with how you use your digital tools? Please share your best tip in an email to me!
(By the way, have you decided what tool to use for your to-do list?)
There's more!
If you want more tips on how to create good structure at work, there are many ways to get that from me - in podcasts, videos, books, talks and other formats.