Ecosystem iOS My Areas of Responsibilities

Published on June 20th, 2010 | by Kyith

31

GTD Series Part 7:Getting things done® using 2Do for iPhone

Introduction

2Do: A Stunning To Do List with Push and Sync

I got interested in this very good looking Task Management application called 2Do for iPhone and iPod Touch and installed it to see whether it can be flexible enough to be a good app to follow David Allen’s Getting  Things Done methodology.

I never expected it to work so well that it is replacing Action List as my main task management application. This is the ultimate vote of confidence for this application as i have previously use Appigo ToDo and Action List, both very very competent applications.

Here is a walk through on how to set up 2Do in the GTD way.

Setting up your Areas of Focus/Responsibilities

This is where you plan out what are your 1 year goals that enable you to get to where you want to be in 5 years time.

Just like in Appigo ToDo and Action List, I use the main bucket list for this task

I have gotten used to seperating my work task list from my private life. and as such my area of focus are mostly found in personal goals such as blogging,business sourcing and wellness and health.

These are translated in 2Do to Calendars.

Setting up your Contexts

A tutorial on how i view contexts can be found here [tutorial >>]

My contexts have not changed much and they are based around Location, Modes/Chunks and People.

I will normally set up the location and modes/chunks as these can be pretty fixed. For people i will set up those that i interact with that recurs alot, such as bosses, common end users and family.

Contexts can be set up in 2Do using Tags. Note that you can’t prepare a list, but when you enter each individual task details, you get the opportunity to set it up. Here is an example of some of my location contexts.

The People Contexts are seperate in 2Do from the other contexts, and 2Do will look them up in your contact list in your iPhone.

Collection of Tasks

This happens anytime, anywhere. Collection is simply taking things off the brain and into 2Do. It is recommended that you spend 5 mins everyday thinking about what needs to be collected.

There are many options to filled in for each individual task but i will go through those that are more related to GTD.

You can select where the task should belong to. If it is a task that should be part of a set of actions to complete a certain objective then it should be added to an existing project (those task with a brief case icons are sub projects).

Of course, you would also need to specifiy an end date for the task. I really like this calendar layout compare to Action list

You can then tag the contexts whichever they belong to. You can tag multiple contexts and people, which is great!

You can also set certain task such as allocating your monthly paycheck or paying the utilities as recuring activites. This is a god sent feature in Task Management!

Enter notes……

And then there are really tons and tons you can link to your task! Take a look below:

What 2Do will actually do is to limit what you will view in your task entry. You can go to the Arrange ToDo properties to decide which one you want to view by default and which one to hide. Do note that Tags are by default hidden.

Managing a Sub-Project

2Do like Appigo Todo have a 2 layer hierachy. In their case its a Calendar and Sub-Project. Enter a task as per normal but change the type from ToDo to Project.

Your ToDo task will morph to become a brief case indicating a Sub-Project. You can then hit the plus image to add more tasks to this mini project of yours.

2Do gives you an option to organize your Calendars, Smart Calendars or Sub-Projects according to a few parameters. So if your sub projects need to be completed in a certain sequence and not by due date, change the option to Manually.

You can then reorder the ToDo Task as how they should be completed.

Reviewing and Doing the Tasks

In most to-do list, we filter by contexts based on the time we have, where we are and who we come into contact with. In 2Do is no different. But 2Do have a rather useful feature.

Here you can save your filters as Smart Calendars much like another todo app called Remember the milk.

You will have a default calendar “All” that you can view every task under the sky. Tap the search bar and it will bring more options.

Notice the Tag next to the bar.

You can then select specific contexts to filter to. This is up to how you work. You might want to filter by work done at home that takes a medium amount of time.

You can then filter by the duration where the task is due.

You can then save the search and then you have a Smart Calendar on the left side tab bar that you can always refer to that filter. What i do is to Edit the Smart Calendar and change its color to something uniform and rearrange all these context filters to the top.

Then I will do or execute the task by determining where i am location wise and which mode/chunk  i am in now.

I removed the check box that is common in most todo list apps to check off once you are done. If you touch the task long enough a Quick Action bar will appear. I really love the look of the quick action bar as in a glance i can know what i can do to the task.

So you can choose to set the Task as Done or Copy to make a duplicate of the task or just delete an errant task.

How much does it cost?

You can find 2Do on the App Store for USD 6.99. Not the most expensive to-do list but not the cheapest as well.

What does this To-Do list sync with?

Every advance task management to-do list will need to sync with something we were using prior to this application. For 2Do the provide:

Sync with Toodledo Web Based Task Manager [Instructions here>>]

Folks should register an account with Toodledo as it seem to have become the defactor task management backup standard.

Sync with Outlook on Windows PC [Instructions here >>]

Limitations:

  • 2Do only supports recurring patterns exposed by itself and may not correctly set the kind of advanced pattern, if any, found in Outlook.
  • Daily, Weekly, Monthly and Yearly repeat patterns are supported so long as these do not use Start and End dates offered by Outlook. Also, Weekly patterns with an interval of 1 week is supported by 2Do at the moment.
  • Alarms created in 2Do are not re-created in Outlook and vice versa. This will be looked at in coming updates.
  • More of an outlook issue: Outlook may at times need to be relaunched after a sync session in order to refresh its list if a lot of tasks changed/updated.
  • It is recommended one syncs 2Do with a single paired machine at any given time. Cross syncing across multiple machines with Outlook is experimental and may not always produce desired results.

Sync with iCal on Mac [Instructions here >>]

Limitations:

  • Projects and Checklists are not natively supported by Sync Services (iCal) on the Mac, thus synced Projects and Checklists will appear as normal tasks in iCal.
  • If syncing with Google or Exchange on the Mac, Sync Services will sync these subscribed calendars as Read Only with 2Do
  • From 2Do v1.2 onwards, initial sync with iCal will sync calendar colors from and to iCal. Subsequent syncs will not sync iCal colors to 2Do but will sync 2Do color changes back to iCal.
  • This is there to bypass a bug currently present in iCal that darkens the originally set color over a number of subsequent syncs. This happens if the color was synced from a 3rd Party app and not modified directly from iCal.

Conclusion

Overall, this is a dream of a task management app. Based on the Smart Calendar alone, i rate it higher than Appigo Todo. Do give it a try as i highly recommend it for hard core believers in Getting Things Done.

This is part of a series where i talk about my GTD experience and  my setup.

Part 1 here talks about my plan and overview of my GTD system

Part 2 here talks about why i eventually chose iPod Touch 2G as my main to do list console

Part 3 here talks about why i choose Appigo ToDo for iPhone as my main task manager

Part 4 here talks about how to plan for big projects and smaller projects

Part 5 here talks about how to make use of Contexts, Tags to Execute your tasks

Part 6 here discuss about how you can review projects better using iThoughts mind mapping software

Part 7 here talks about setting GTD on a iPhone app called 2Do


About the Author

Kyith is a blogger with interest in all things on Wealth Mastery, Technology, Business and Productivity.



  • Phil

    I’ve been using 2Do combined syncronized with toodledo in a GTD way for about 2 weeks. My setup is a little different to yours. I created 2 main calendars “Home” and “Work”. Inside each I have project folders for tasks that don’t have a definite end, e.g. Travel, Finance, House renovation are folder projects in the Home calendar. In the “Work” calendar I have the same idea but more work orientated: Human Resources, Marketing, Yearly Reviews, etc. I then create tasks in the project folders, and assign them tags like @call, @errands, @email for the contexts. I create smart calendars for them, so I can see all calls I need to make. Finally, when I want to focus purely on work stuff I hide my Home calendar, and then I see only the stuff I need to get done at work.

    There is a limitation if you’re using the free version of toodledo. You can’t have subfolders. And calendar projects in 2Do are seen as subfolders. I made a workaround for listing tasks in toodledo for a particular project by creating a search. At the bottom of the note field there is some xml that declares the id and the parent (folder) of 2Do task, these are uid and parentuid respectively. You can create a search that gets all items for a particular parentuid thus returning a result for all the items in that project/folder.
    it should look something like this: http://dl.dropbox.com/u/6451994/PublicImages/find-2doprojects-in-toodledo.png
    Or you could just not be a cheapskate like me and pay for toodledo!

    Anyway, I find my system works really well, except for the items that fall in to the Someday/maybe category. Is it a context? A project? A different calendar? I’m still trying to figure that one out! Any ideas?

    • http://www.productiveorganizer.com/ Kyith

      Phil! i am happy that you are sharing how you use with all of us. I find it not so different except that your main grouping is Home and Work. if i were you i will have Human Resources, Marketing as main calendars instead of internals simply because within human resources there could be huge planning projects.

      I think if toodledo is not expensive, i can purchase it since it works well. my question to you is that if i purchase it will my 2do sync better?

      they did say that the folders in toodledo is the main project and the tasks with subtask are the sub projects. if that is the case it will mirror 2do but not sure if 2do will sync the same way.

      as for someday and maybe, i rely on tags. the fantastic thing about 2do is that it is like http://www.rememberthemilk.com in that it can have smartlist. but its limited.

      what i can envision is that you can create smart calendars with calendars:Work and tags:Someday to keep a smart calendar of all your someday ideas.

  • http://www.lumiograph.com Reid

    Kyith,

    Thanks for your blogs and your reviews. I can tell you that there is lots for good stuff I’m looking forward to reading.

    Since you mentioned it, I’m an ENFP, Enneagram Point 7. I live just north of San Francisco.

    I posted the following on the GTD Linked in site:

    I’ve been aware of GTD via lurking on the http://www.lifehacker.com site–a combo GTD oriented site with an eye toward software applications and daily life info articles. While I’m aware of the GTD, I’m not a card carrying member in the tent. I haven’t read the books, watched the DVDs, and wondering if there is some sort of cliff notes to this whole system which seems to be well regarded.

    My life, like others, is busy with a full time job, and young kids. I have a full time day job, but will be cutting back my hours to have more time with the kids and expand my photography business. At the end of August, I’ll take a 3 month break from my full time job and return at 60% time. So, I have a great opportunity to re-claim and re-name my life.

    With my photography, my intention is to make money teaching (particularly via Photoshop Lightroom), shooting events and portraits, and fine art sales would be nice.

    My thinking is the Sage Act would be a good contact manager as it’s a mature product, and integrated with MS Office. I developed relational databases on my iPhone with Handbase, to track client contacts, but see its limitation since it’s not well integrated with my desktop office apps. (it works well for tracking business expenses). I think that it would be good to replace the Handbase contact manager databases with an iPhone application that syncs with Outlook, so I’ve been looking at applications but it may be better to just export the Handbase databases to Excel and import them into ACT.

    I know my propensity to get lost in details and loose focus, hence my interest in GTD, especially since I’m looking to develop a successful business.

    So, I’m interested in thoughts ideas, directions, and feedback about how to approach GTD, as well as how ACT and the iphone can fit into the system. Over the years, I’ve found that paper was better than the Palm or software to handle tasks, and have been using http://www.pocketmod.com an origami based approach that turns a letter sheet of paper into an 8 page mini pocketbook, but am open to a more formal (ie iPhone application) if it would be more efficient.

    So that was yesterday and I’ve been spending a ton of time on the net watching my mind swim. I did order the GTD book and have found some other useful resources, but would also be open to hearing your thoughts.

    As I’m new to GTD and am just learning the system, it’s hard for me evaluate iPnone software. I was drawn to your review of 2Do and it’s GTD usefulness. I have their Contacts application which has a similar color tab interface. Being a visual person, I’m really drawn to their applications and would love for 2Do to work in the GTD system. I don’t want to choose form over function.

    I’ve seen your posts on the Toodledo forum site and wanted to hear what your current thinking is regarding 2Do. I know you were using ToDo, and that would likely be my 2nd choice. I’m in the windows world, so some of the iPhone GTD applications seems to be Mac centric, I’m also a cheapskate.

    looking forward to hearing from you and your GTD guidance.

    Reid

    • http://www.productiveorganizer.com/ Kyith

      Hi Reid, Interesting to know that you are an ENFP, Totally opposite to my INTJ. I wish i could start progressing on any side business like you have and would really love to hear your experience. Photography is really something you can grew to love and at the same time benefit financially for it.

      I am not familiar with the term ACT so you might wanna further explain that. Do you really need to be connected to Outlook for your database or contacts? Perhaps, you might be interested in Google Sync.iPhone’s contacts sync seamlessly over the air with google sync and there are many options to sync your google contacts with outlook contacts. its abit alternative but i’m sure you can have a automatic syncing system.

      I tested alot of todo lists, or task management system and there was a time i rely on a small note book. The thing about small notebooks is that they make great collection devices since you can always have them with you. however, when it comes to seperating them and rearranging them, you will have a problem.

      An ideal system for me is that i can schedule alot of recurring tasks, such as debitting salary to another account, or review a customers profile every 1 month. it has to be able to filter well according to contexts.

      2Do, Appigo Todo and Actionlists does that and they have free versions on the iphone so give it a try and see how it goes. there is no hard and fast rule which one is better. each has its quirks.

      some of them dun sync well if you use ical or outlook. synchronization is a difficult subject and i understand the complication. Appigo todo to toodledo is damn well done. cant say the same for 2do and actionlists.

      but personally, if you ask me. waiting for your task list to be sync for 20 secs evry time u fire them up is killing productivity

      Kyith

  • Reid

    ACT is a Client Management Software (CMS) for tracking business tasks and prospects. ACT is integrated with MS Office (word and outlook). I’m not sure that it would be important to have my iPhone GTD app sync with it. I may be better off with outputting my handbase databases to Excel and import them into to ACT.

    But how is your experience with 2Do as a GTD? Are you still favoring it since you wrote this blog? I really like the interface and will be reading this blog and your others regarding GTD soon.

    Thanks,

    Reid

    • http://www.productiveorganizer.com/ Kyith

      Hi Reid, yeah im using 2Do currently. out of all the todo list it is one that i am most comfortable with. smart calendar, scheduling of recurring tasks, projects and subprojects,a greate calender due date selector.

      these make 2do work for me. do try out the lite version first really. dun spend on it and regret. the lite version for appigo and 2d0 are great for testing.

  • Reid

    I bought 2Do last night based your article that it works well with GTD and the interface. I figure if I don’t want to look at the app, then I won’t want to use it.

    I’ve read this block and will start to make more sense of it all when I start reading the book. I know one of my issues is that I’ve made lists, but haven’t put due dates on things. GTD looks like it will force me to do that.

    Funny all the stuff I have to do to be 1/4 productive as my wife, who is quite accomplished in her field, who just used a moleskin book!

    The perils of being and ENFP!

    Reid

    • http://www.productiveorganizer.com/ Kyith

      haha. for me although its functional it has to look decent as well. if not it must be REAL functional. but real functional apps are normally well laid out. Except Toodledo which for me looks bad lol.

      moleskine sounds good Reid, but i cannot fathom why anyone would pay so much for a paper note book. Here in Singapore a typical one sells for SGD 45 bucks, which translates to USD 30! couldnt a cheaper option be better.

      but at the end of the day it will be great to learn how your missus does her thing since htat is the most important thing.

      i don’t thing GTD forces you to clear by due dates. it is more of clearing things based on where you are, who you are with and how much time you have. essentially due dates is seldom part of its agenda. its more for us! cause microsoft outlook task drills us on that. we cannot shake it.

  • Reid

    Kyith,

    I’m still getting familiar with GTD and adapting it to 2Do.

    I’m wondering about context (Tags in 2Do), and Projects (Tabs in 2Do). It seems that there is overlap between the two–for example, you’d use the tab for House projects, and the context would also be @home.

    Any additional clarity you can offer on how you use these. Maybe it doesn’t really make a much of a difference.

    Thanks!

    Reid

    • http://www.productiveorganizer.com/ Kyith

      basically the calendars are used as projects but the problem is that you have definitions that seem to cross @home and house for example. if you redefine the house as another name like “great father” “family man” it will be different because that is your area of responsibility. as a good father or a family man you spend most of your tasks at home, but you will be require to some stuff @office or @errands.

      i have a “global” calendar which normally represnents as a personal project fr that

  • Phil

    Here are a few examples of projects, tags and tasks that I use:

    Projects:
    Renovate house
    Organize vacation
    Update Dad’s computer

    tags:
    @home
    @errands
    @call
    @web
    @wife (don’t tell her she’s a context, she’d kill me!)

    Tasks ordered by project:
    ———————-
    Project:Renovate house
    ———————-
    Buy paint (@errands)
    Paint kitchen (@home)

    ———————-
    Project:Organize vacation
    ———————-
    Discuss destinations with my wife (@wife)
    Ask travel agent for brochure (@call)
    Check suitcases are ok (@home)

    etc.

    I’ve since started using toodledo pro edition (I’m on 7 days free trial), and I use a skin (for Firefox & Chrome) that makes it a lot prettier to look at:
    http://userstyles.org/styles/27157

    • http://www.productiveorganizer.com/ Kyith

      Hi Phil, sorry for the late reply. i really like the userstyles implementation. A wife can be a context if it is a BIG PART of your life haha.

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  • Trat

    Great read: I always like to see some examples of how other users go by the GTD system. Hope you do a editorial of this guide when 2Do 2.0 is released (it was submitted to the AppStore recently).

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  • Will

    Thank you for your insight. I’m looking at switching to GTD and was curious if 2do would work. I am currently using “take back your life” by Sally Mcghee, who use to work with David Allen. The only draw back to her system is that it only works with outlook. Looking forward to breaking away from outlook

    • Kyith

      Hi Will, thanks for sharing. the thing about outlook is that it is a paid solution and not a cheap solution. It is prevalent though. An alternative cloud/network you can jump to is really either Remember The Milk or Toodledo clouds. They have a very extensive API that third party developers develop on.

  • Qno

    Hey,
    Thanks for the articles, like them a lot! I’ve been using 2Do quite inefficiently and am about to set it up in your way. Makes a lot of sense to me. I wanted to add that the app also synchs with MobileMe now, which is fantastic for those of us using it.

    Cheers!

    • Kyith

      Hi Qno, there is no correct method to use but what i do share is how to better make sense of it.

  • Evelina

    nice app. You know, I’m using ,,Plan” . It Sync my tasks on the go to Cloud.

    • Kyith

      Do you mean it has its own cloud service Evelina?

  • Charly

    Dear Kyith. Great article and this helped me a lot. How can you switch off the check box?

    • Nick

      Kyith – please can you tell us all how yo switched off the check box? I just can’t see an option for that…I’d really like to switch “on” display of tags as well, but that might be a tad optimistic? Thanks, Nick

      • http://www.productiveorganizer.com Kyith

        hi all, for some reason i cannot find any option to switch off the check box!

  • Charly

    After playing around with your settings I was using this tool and synced it to my toodledo account over the past two weeks. Everything worked out really fine and I am jappy with my new digital GTD setup. When I filter by context – called tags as toodledo does not support this and it is called smartsearch here – is it possible not to show every single action within a project? My lists get really long and I have an single action folder and a project folder. I would prefer to see only the single actions and the project folder. I can look into the project when I click on it. Again thanks for your article. This helped me a lot.

    • http://www.productiveorganizer.com Kyith

      no problem Charly, that is sometimes the difficulty of designing something like this. it is to accomodate most people but flexible enough for people to personalize it. 2Do is ineed very flexible.

  • Jpgm

    Kyith,

    I also found your article very helpful. I wasn’t aware previously of how powerful saved searces could be in 2Do. I’ve used, ToDo, OmniFocus, and Awsome Note previously for my GTD setup w/Tooledo, but like 2Do better.
    I would like to know how you turned off the check box. I agree the touch and hold menu in 2Do is elegant and effective. How did you turn off the default check box in 2Do. Thank you for sharing your expertise.

    P.S. I am an INTP. I find I need a process/tool for directing my focus away from all of the possibilities, to what I want to make happen.

    Thanks,

    John 8^]

  • Ionikos5

    Do you know how to save your personal information on 2Do?

  • RustyCas

    Mine is a pretty simple implementation because I’ve found that complexity has killed every ToDo system I’ve ever tried to implement.

    The key feature for me is a “Next” tag and smart calendar (tab). I define a lot of projects, which for me are fairly simple, usually 10 subtasks or less. (2Do is not meant for heavy-duty project planning). These projects are defined wherever they need to be: Personal, Work, Hobbies, Church, etc. The one “next action” (the thing I need to do next to move that project along) is tagged “Next”. A Next tab (smart calendar created with Search) contains ALL of my next actions. This is my “inventory” as David Allen calls it, of things that I need to do. I just review this list, and then “star” the items that I want added to my Today list. This way I can do a quick review of just my next actions, without ever having to look at the Projects. Once I check-off a next action, I go to that project and pick the a next Next Action item, and tag it Next.

    I use Due Dates very sparingly because an item that is due today shows up on the Today calendar. One of the best uses I have found for Due Dates is for recurring items (as a small business owner I have tons of them). I define all such items on a Recurring calendar and set the Due Date for when I want it to show up on my Today list, and then set the Repeat frequency. That’s it. It’s out-of-sight and out-of-mind until it hits my Today list, which is does automagically on the due date.

    If an item doesn’t get “Starred” or have a due date of today (or sooner), then it doesn’t make it on the Today list.

    So to me the keys are, limit what you look at (via Next tag & Due Date), and don’t put it on your Today list, unless you expect (or really need) to do it Today.

    • http://www.productiveorganizer.com Kyith

      hi rusty, thanks for sharing with us how you GTD. i too sometimes think for certain people its good to start simple.

      you might find setting tags to be a chore.

      but i really like Due Dates for recurring items.

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