OneNote DROE AutoHotkey Tool

As promised in my previous post on “Bending OneNote and Outlook to Fit my GTD System“, here is the tool I use to drive my DROE (Daily Record of Events) in OneNote. This is a configurable tool built using AutoHotkey. Note that the tool is a compiled executable, so you do not need AutoHotkey installed to use it.

What the DROE tool does is give you a handy shortcut to quickly open OneNote, jump to the top of your Daily Record of Events (DROE) page, insert a time stamp, and begin capturing thoughts before they slip out of your head. The tool replaces the standard Sidenote shortcut (Win-N) with the new function. You can still open OneNote in full/normal mode using Win-Shift-N.

There are also some additional features included in >> READ THE REST OF THIS ENTRY >>

OneNote and Outlook Task Synchronization

I had a few questions come up related to how the task synchronization works between OneNote 2007 and Outlook. This is actually one of the best features that was added in OneNote 2007, as I noted in my post on “EverNote vs. OneNote“. The task synchronization feature, however, is still pretty new and can be easily broken. If you want to know how to synch without getting sunk, read on… (Ok, bad pun, sorry for that.)

The screenshot below shows a typical project in OneNote (from my OneNote Project Template). You can see that some tasks have a dark red flag, and some have a faded red flag. The faded red flag either means that the due date is farther out, or that OneNote hasn’t found the task in Outlook yet to determine the due date. Sometimes it just takes OneNote a minute or two to search Outlook and those pale flags turn back into dark red. Other times (such as when a task is moved to another folder or deleted in Outlook), OneNote never finds the task.


So how is OneNote finding those tasks in Outlook? Although I’m not an expert on the inner workings of OneNote, I did some snooping into >> READ THE REST OF THIS ENTRY >>

OneNote GTD Project Template

After my post on “Bending OneNote and Outlook to Fit my GTD System” I got a few requests to share the actual project template file. You can download the file here: OneNote Project Template File

NOTE: I make no guarantees related to this file or its suitability for any particular purpose. If your computer implodes, or your cat dies, I won’t be able to help you.

Here are some instructions to install the template: >> READ THE REST OF THIS ENTRY >>

Bending OneNote and Outlook to Fit my GTD System

I am now using Microsoft OneNote 2007 as part of my GTD (Getting Things Done) system. I talked about this a bit before in my post on EverNote vs. OneNote. My approach is a bit different than Rob describes in his 7Breaths blog. Where Rob tends to use OneNote as the hub of his system, I use the Outlook task list. I am really only using OneNote for three purposes:

  1. Capturing daily notes on the fly for future processing,
  2. managing projects, and
  3. storage of reference material.

I am not living inside OneNote throughout the day. Instead, I use Microsoft Outlook to manage my task lists (by context). Rather than pushing stuff from Outlook into OneNote, I am capturing and storing stuff in OneNote, then pushing it to Outlook during my weekly reviews. OneNote serves as an inbox and as a storage location for project information and reference material.

Here is my OneNote landscape (see screenshot below). One of the first things you’ll notice is that there is not a lot of complicated structure or oodles of tabs. It’s fairly clean and uncluttered. Everything is in a single notebook labeled “2007″. I deleted all of the sample tabs and pages that come with the OneNote install. The primary tabs/sections in my OneNote GTD system are: @DOING, @PROJECTS, @FOLLOW_UP, and @DONE.



In my world, things are either done or they’re not done. Stuff in the first three tabs is “not done”, and stuff in the “@DONE” section is “done”. My approach is >> READ THE REST OF THIS ENTRY >>

Sticky Note Surprise

Here is a quick sticky note hack that I like to call the “sticky note surprise”. Basically, you take a bunch of sticky notes, or Post-it® notes if you prefer, and affix them inside your planner. They are handy whenever you need them, wherever you are. If you miss someone at their desk and need to leave them a note, you can avoid that awkward moment when they return unexpectedly to find you rummaging through their stuff looking for paper. It’s also handy when you need to give out a phone number or scribble down an address for someone.

As you can see in the picture below, tucked inside the cover page are stacks of sticky notes of various sizes. Each stack contains about 5-7 notes. The front page works nicely for this since it is a heavier thicker paper than the tabs. Also, if you arrange enough stacks to fill most of the page, the page will lay fairly flat when you close the book.

Sticky_Hipster_PDA

By the way, the book I use is actually a 5½” x 8½” Blue Sky® Telephone/Address Book from Office Depot. It happens to be the same size as the Franklin-Covey “Classic” binder I used to have. The reason I like it is that >> READ THE REST OF THIS ENTRY >>