moises said:
I would heartily recommend the Outlook Add-In. I didn't purchase the White Paper, but if it accomplishes the same outcome as the Add-In, and money is a concern, then get the White Paper for US$.
The white paper shows you how to setup up views and folders in Outlook to implement a *basic* GTD/Outlook setup.
The Add-in gives you a lot more functionality. Since being forced to adopt Outlook by my company the past few months, I've been very glad that I spent the money on the add-in.
In addition to setting up the views for you, the plugin does things like simultaneously moving the email to the appropriate folder while creating the task for you (tied to the action category of your choice).
The extra GTD toolbar (installed by the plugin) is a constant visual reminder of the possible ways to handle this email (delegate, defer, action, file, etc.). Many emails are a 1 or 2 click process to take care of them and still feel comfortable that they are in your trusted system and will be reviewed at the appropriate times.
The biggest advantage, to my mind, is the fact that the email and the task created from the email are 'linked' by the plugin. When you pull up a task and delete it, it will prompt you to delete the linked items as well.
When I was implementing GTD via just the original white paper, the task and the email were not tied together this way. So when you completed a bunch of tasks and then went back to your @Actions Support email folder you would have to wade through a similar list again until you deleted the corresponding emails.
And if you moved a task from @Waiting For to another action context the email, of course, would not move from @Waiting For Support to @Action. The linking function performed by the plugin will keep your support emails 'synched' in the proper folder in accordance with the context used by the task.
The link created between emails, actions and events lets you switch rapidly back and forth between associated items. From a task choose "Open Mail". From mail choose 'Open Task'. For example, if I open an @Waiting For task and I see that I am waiting to hear by via email from this person (created by using the 'Delegate & Send' button at the time I sent the email) I can just hit the 'Open Mail' button and resend the email right then and there.
At any rate... I thought it was worth the money. At the beginning, I had some resistance to it but that was more an Outook issue in general. After a few months of tweaking Outlook and getting comfortable with views and filtering, I'm starting to think I can't live without the GTD add-in.
One caveat... the add-in comes with it's own white paper that is about twice as thick as the one for a manual setup. I would absolute recommend printing it out and reading it once or twice and then keeping it by your computer for the first few weeks as you settle into the process.
Well, that was a bit long-winded. Hope it helps someone, though.