Extending GTD Outlook Addin Projects to Journal Items

M

mscudder

Guest
All,

I use Outlook journal items extensively, and recently installed the GTD Outlook Addin. I want to extend the Addin's project construct to journal items. I created a new journal form with a 'project' text box. This allows me to assign journal items to projects, but without Addin features such as the project dropdown, which I'd like to be able to use.

I'd appreciate any advice.

Thank you & regards,
Michael
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altruologist

Registered
Journal Items

Michael,

I am watching your post for a reply to a great idea. I am also interested in what you use the Journal for and how you use it.
 
M

mscudder

Guest
Extending GTD Outlook Addin Projects to Journal Items

In general, I use journal items to:
o keep time records
o record individual actions and events
- payments and financial transactions
- communications with service providers, such as banks, credit card companies, utilities, physicans, insurers
- with respect to specific projects, in the GTD sense of same
- with respect to specific people
o reconstruct action and event sequences with respect to:
- a specific project, in the GTD sense of same
- a particular 'domain' -- people [family & friends], finances, medical & health, utilities, home, art & culture, spirit & religion, mind [books & publications]
- a particular contact -- person, company, institution, service, etc.
o create status reports

I find the following capabilities of Outlook journal items useful:
o attachments of documents and Outlook objects
o annotation, with limited formatting
o linking to contacts
o time/date stamping
o type of activity ('Entry type')

Some potential objections to using Outlook journal items are:
o not integrated with GTD Outlook Addin - such integration would save me a lot of time, hence my initial post on this topic
o duplicative of list management capabilities of Outlook tasks
o entering journal items entails additional, sometimes duplicative, work, arguably violates the GTD precept of minimizing work required to operate the system

Examples of journaling with Outlook in several personal domains:

mind [books, periodicals, blogs, discussion forums]
o starting/renewing/cancelling subscriptions to periodicals
o receiving/accepting/returning a book club selection

people
o birthday gifts sent
o events -- births, illness, occasions, deaths
o updates to contact information
o gift ideas

home
o rent/mortgage payments
o apartment issues
o repairs
o email, telephone, and other communications between me and my landlady, other tenants

laptop system administration
o system and software configuration changes
o software installed/uninstalled/updated/upgrade/downgraded
o hardware changes/upgrades
o maintenance (e.g., disk defragmentation)
o system crashes, including error messages
o disk and other system failures
o telephone, email, and other communications regarding software and hardware technical support

finances
o deposits to accounts
o transfers between accounts
o telephone, email, mail, and other communications with financial institutions, e.g.
- open account
- close account
- link accounts
o applications for credit
o requests for credit bureau reports

medical & health
o notes of meetings, telephone calls, email, and other communications with healthcare providers and insurers
o prescription medications
- for example, starting, changing, or concluding a course of medication
o courses of treatment
- for example, daily exercises prescribed by a physical therapist
o medical events
- injuries
- illnesses
- vaccinations
- procedures
- examinations and tests

utilities (gas, electric, internet, water, cable television, satellite radio)
o payments
o telephone, email, mail, and other communications with utility companies
o service changes, repairs, outages, and billing

Regards,
Michael
 
M

mobilejarhead

Guest
Michael,

I fired up Journaling in Outlook yesterday. I've never really used it as a tracking system, but I sure liked what I saw. Is it possible to share some of your Subject text (changing the names to protect the innocent :) ) Do you use GTD context and so on. Thanks.

Thom

P.S. Loved the list above.
 
T

tej

Guest
I filed this reference away a while ago for possible future use :)

Outlook administration tools
ModifyProfile.exe File size: 110 KB
TCOProf Install.exe File size: 120 KB
Changeforms.exe File size: 154 KB
Formsadmin.exe File size: 100 KB

The following tools are for designed for Outlook 2000 administrators and developers:

Outlook 2000 Modify Profile Utility (Modprof.exe)
Outlook TCO Migration Utility (TCOprof.exe)
Outlook 2000 Forms Administrator (Formswap.exe)
Outlook 2000 Existing Items Converter (Changeform.dll)

http://www.microsoft.com/office/orkarchive/2000ddl.htm

Scroll down about 2/3rd's of the page to find the files.

I think the changeforms.exe program could do what you need, but I haven't tried it myself.

Good luck and let us know if it works.

:!: PS - back up your outlook PST file first :!:

Try here for Outlook 2003 :
http://www.microsoft.com/downloads/...3a-b7d0-4b16-b8af-5a6322f4fd01&displaylang=en
 
M

mscudder

Guest
Extending GTD Outlook Addin Projects to Journal Items

Is it possible to share some of your Subject text (changing the names to protect the innocent Smile ) Do you use GTD context and so on. Thanks.
I added Project and Action fields to Outlook journal items to support GTD, and replaced the 'Entry type' field with Action. In addition, I added the following fields:
  • Sender -- the initiator, if any, of an action
    Recipient -- the target or object, if any, of an action
The GTD Addin uses the Action field to store context (@Agenda, @Waiting For, etc.) The way I'm using it in journal items, the meaning of 'context' refers more specifically to the generic type of action -- what you actually did, and doesn't connote location or access to people, facilities, and resources, as it does in tasks. E.g., 'telephone' in a journal item means a telephone call rather than access to a telephone, whereas 'anywhere' is meaningless. Thus, I use a subset of my 'context' terms in journal items, typically:.
  • email
    internet
    meeting
    note (in the sense of Outlook Notes)
    letter
    read
    telephone
I link journal entries to the relevant contacts so I can retrieve actions & events with respect to a particular contact using Outlook's activity facility.
Typical journal item subjects:
  • birthday gift
    shipped birthday gift
    responded to invite
    purchased train tickets to my brother's for Thanksgiving
    paid telephone 123 456 7890 check 1234 $12.34 14 Feb 2005
    paid cablemodem account 1234567 check 1235 $32.81 14 Feb 2005
    submitted service request re including project and action dropdown lists in Outlook journal items
    registered with David Allen GTD forum
    reset password at David Allen GTD forum
    regarding status [of the referenced project]
    regarding travel schedule [in connection with the referenced project]
    in response to my email [telephone call, etc.]
    left vmail regarding status
    updated contact info
Some of these items could also be ad hoc tasks.

Finally, I don't recommend Outlook's automated journaling capability. I tried it briefly and found it overly resource intensive -- too much cpu and disk usage.

Hope you find this useful.

Regards,
Michael
 
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