Office 365 Implementation

rodxmas

Registered
I have a corporate and personal office 365 subscription. I use ToDo as my next action list, OneNote for reference|notes|deeper project planning, outlook for calendar. I am interested in if anyone has seen a setup guide or reference that details how to optimally use this combination of tools. I really like ToDo and is my favorite tool for GTD after 20 years of practice but I feel like there must be a way to optimize all of the tools in office 365. I use both a pc, android phone, and android tablet. If there isnt anything out there would anybody out there be interesting in joining a small mastermind type group to look into optimization possibilities? Thanks,Rod
 

Georgesv1

Registered
I too am seeking solutions for streamlining all of these tools for gtd. And I'd be interested in such a group.
I'm just climbing back on the wagon now and discovered that my offline, stand alone outlook2010 is no longer supported and office365 being so different has broken some of my most habitualized and favorite functionalities.
 

kelstarrising

Kelly Forrister | GTD® Coach
Just to confirm—are you using the web or desktop versions of all of these apps? Is it just the integration of Outlook, To Do, and OneNote you’re interested in from a GTD perspective?

I write the GTD Setup Guides is why I’m asking.

Thanks!
 

C_me1015

Registered
I have a similar system and have been working to integrate them better. I also have thrown Planner into the mix.
I utilize both the desktop version and the web version of most of the app, depending on whats open or need (i like to move my tasks to my calendar on the online version).

I'd be happy to join the group.
 

cnovit

Registered
I recently discovered "Boards" in the web version of Outlook. It allows you to pull in Calendar, ToDo and various other items.
I have pulled in multiple context lists from ToDo. The best thing about using ToDo in the browser is the link to OneNote pages is not ugly as in the app. The links are meaningful names.
That being said, I flip back and forth between my board and the desktop apps.
Since this only works in a browser at this point, there is no mobile specific solution.
 

rodxmas

Registered
Just to confirm—are you using the web or desktop versions of all of these apps? Is it just the integration of Outlook, To Do, and OneNote you’re interested in from a GTD perspective?

I write the GTD Setup Guides is why I’m asking.

Thanks!
Hi Kelly your setup guides are the foundation of my setup. I predominantly use the desktop and android version of the apps and it is the integration that I am interested in the most. I use todo for my list but find that sometimes it works better to look at them in outlook tasks. I use onenote for reference and project planning for bigger projects and create tasks from there for viewing in my context list on outlook and todo. It works well for me but sometimes I wonder does it make more sense to have my project lists in onenote and only keep action items in todo and what about higher horizons? It has also crossed my mind that maybe I should just pick one of them an use it for everything.
 

Rogloc

Registered
Not clear to me the value of buying set up guides. I could use outline tasks/to do, OneNote, lists, planner etc. It seems to me to be about the optimum integration, and what this would achieve, not individual software with GTD?
 

julie777

Registered
In the past I tried to use Outlook as the core of my system. I found that for GTD style task management it is insufficient.

Currently,

iCloud calendar is my master calendar
Computer
  • Outlook for mail
  • Outlook for calendar with sync to icloud.
  • OneNote for almost all reference and planning materials.
    • I send to OneNote from email, print to OneNote from web sites, etc. to capture almost everything in one easily searchable place. OneNote provides search inside of embedded PDF files, OCR and generally makes everything accessible. I stopped using email as a filing system and instead send reference material, receipts and other messages that need saving straight to OneNote.
    • I have a someday/maybe section in onenote with ideas that have significant information
    • I have a projects notebook in OneNote for project planning and support materials
  • Nirvana for managing GTD lists
iphone
  • iCloud calendar for all alerts,
  • OneNote to allow access to reference materials
  • Office Lens to allow easily capturing documents, whiteboards and such to OneNote
  • Nirvana for management of GTD lists

You will notice, that except for a few physical files in a file box and some digital files in the file system on my computer (which can be shared on dropbox if necessary), I can access everything from my phone if needed. However, I use my computer for all of the heavy lifting (reviews, planning, etc.). At this point Outlook is a simple part of my system that could be easily replaced by a different mail reader.
 

enyonam

Registered
Just to confirm—are you using the web or desktop versions of all of these apps? Is it just the integration of Outlook, To Do, and OneNote you’re interested in from a GTD perspective?

I write the GTD Setup Guides is why I’m asking.

Thanks!

Any update on these guides? Are they out yet? Help! lol.
 

julie777

Registered
Just to confirm—are you using the web or desktop versions of all of these apps? Is it just the integration of Outlook, To Do, and OneNote you’re interested in from a GTD perspective?

I write the GTD Setup Guides is why I’m asking.

Thanks!
Kelly, I would like to help you write a guide for my solution if you are interested. I have already been writing a guide for my family and friends to help them get setup and learn to work with GTD.
 
Top