A year ago I found that although the method I was using with OneNote was not necessarily broken, it certainly was not as effective as I needed it to be. Here is how the original recommendations stacked up with regular usage:
- Keep It Stupidly Simple – As the amount of data captured increased, the notebook-minimalism approach just did not work.
- Quick Notes as the Inbox – This worked well, with Quick Notes becoming the clearing house for nearly everything.
- Set Up Send To – So, if Quick Notes is still a good idea, we still need to set up the Send To feature.
- Use Meeting Notes – Still a good idea.
- Tag Actions – Actions still need to be tagged, but custom flags (even a few) became a maintenance burden.
- Date Actions – To take advantage of sorts, we had to change our system settings for dates. This had some impact on other applications, such as Excel.
- Search People, Place and Things – Still a good idea, especially if compared to a plethora of custom tags.
- Keep OneNote on OneDrive – Mostly yes, but in itself it is not adequate for sharing and collaboration.
- Daily Routines – Still a key part of staying productive.
- Work Journal – This turns out to be a personal tool that does not necessarily apply to everyone.
So, I committed to use 2019 as an experiment in rebuilding my productivity process in order to address these weak points. Now, the list looks more like:
- Start simple, with “My Day”
- Start “My Day” with a daily routine
- Use Weekly Reminders
- Use Checklists
- Flag emails
- Use Meeting Notes
- Use Quick Notes
- Use Teams notebooks
- Track Project tasks with MS Planner
- Use “My Day” as a dashboard across O365
In the coming weeks I will be posting more about each of these.
13 thoughts on “Sharpening the Saw”
Thank you for sharing all this information. It will be very useful as I continue my journey with this program. I’ve found your feedback very useful and will keep it in mind.
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