Archive

Archive for the ‘Workflow’ Category

What is stuff, where does it come from and what should you do with it? The ‘Collect’ phase.

June 2nd, 2009 Patrick Sledz 314 comments

Stuff is all over. One of the basic principles of GTD is get everything out of your head, into a trusted system. I’ll explain more about my trusted system in a separate post.

Stuff is anything that you have allowed into your life (logical or physical), that doesn’t belong where it actually is, and you haven’t defined the desired outcome yet. It can occur to you in digital format, paper, email, voicemail, a small note you found in your jacket or it might be just stuff in your head.

But what does get it out of your head actually means? We’ll its a simple as can be, get it out of your head, and put in on paper. You can decide what you do with the paper later, but first get it from your head to a paper.

When my wife explained her ‘’lists’ to me, I laughed. She inherited this behaviour of making lists from her father who has worked as a HR manager. The reason I laughed with this was because the methodology was not the correct one for me. She worked with a Todo list, and for me a simple todo list doesn’t work. I needed more.

Now, how can you empty your personal in-basket (your head) and actually do something with it? Put it on paper. The moment you put it on paper, it’s out of your mind.
And maybe you know, but your mind has no idea of time. Is has no clue of today, tomorrow or in a few months. The moment you open a loop (you start by engaging yourself to do something), it reacts like you should be doing that all the time, until it is marked as complete. Imagine what that does when you open 2 loops. Or maybe you are a crazy maker and your mind thinks you should be handling 50 tasks or 1000.

May I suggest you stop reading for 3 minutes and  execute this exercise : write down 5 current things that are on your mind at this moment. Really think good about it.

When you have written this small list down, how did you feel? I bet you felt some degree of positive emotion like relief, release, but possibly you also felt felt frustration, guilt, panic fear,… Isn’t it very strange that you can have such an opposite feeling by doing exactly the same exercise.

Welcome to the collection phase :-) . After you have written it all down to paper you have to put it in one place. This can be a plastic tray, or if you have lots of stuff gathered a box. We call this place IN.

You have to collect anything in your environment that lays somewhere. All the papers, notes, receipts, business cards that are widely spread allover, should be put in the IN-basket.

When everything is gatered in IN, you have to process it. This means that you have to perform several actions on this pile of paper. This is the next phase in the 5 phases process of GTD. The process phase.

WSS Task list (workflow/E-mail notification)

April 24th, 2008 Patrick Sledz 6,958 comments

I was creating a workflow in SharePoint Designer (SPD) to send an e-mail to a user when a task is created for him or when a task is modified. The purpose of this workflow was that the user does not have to create his alert me for this list. (to avoid users who don’t subscribed to have an excuse for not completing their tasks)

Then I started testing this workflow and it worked :-) . But I also received an alert from SharePoint (the ALERT ME).

That made me think… Why am I getting an Alert me message?

So i took a look in My Alerts, there were no alerts configured. Even when an item was changed I got my workflow notification (which was good because my workflow was configured good) and I received an Alert Me.

So I started looking in the settings of this list and found this. In Settings / Advanced setting there is a entry E-mail Notification. Send e-mail when ownership is assigned. It is marked in red.

List Advanced settings

Categories: WSS, Workflow Tags: