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GTD (Getting Things Done) Software
A guide to applying David Allen's
GTD workflow principles within TaskMerlin.
Click on the images below for further detail.
 | Collect stuff in your TaskMerlin inbox. | | Make sure things don't "fall through the cracks" by getting them out of your head and into your inbox. Create and outline items in the Folder View by clicking on the folder or task toolbar buttons. |
 | If it's not actionable, then either trash it or file it away for future reference. | | Move items to the Bin (if no longer needed) or file them in the Archives folder (where they can be located if need be, but won't appear in filters or regular searches). |
 | If it's actionable, then determine the project or outcome. | | Create projects, which will then appear in the TaskMerlin Folders view. You can categorize projects however you need to. |
 | Break the project down into tasks and determine the next action required. | | Create sub-projects, tasks, and sub-tasks, as required. Set the Context and Status of tasks and events. |
 | If the action will take less than two minutes, then do it now. | | When it's done, click on the toolbar Checkmark button to mark the task as completed. |
 | If you're not the right person to do it, then delegate to the appropriate person. | | Delegate tasks to other people by clicking on the Assigned To field. You can also configure TaskMerlin to automatically send them an e-mail. |
 | If you are the right person to do it, then track it on your "Next Actions" list. | | Track your next actions by using task filters. For example, you can create a filter that tracks all high priority tasks that are pending and due by Monday. |
 | Review your system each week. | | Put aside some time each week to look over your projects, tasks and filters, and ensure your system is tidy and complete. Drag-and-drop tasks and projects to new locations, and edit attributes and content in place with the F2 key. |
 | Do the tasks on your "Next Actions" list. | | "Collecting, processing, organizing and reviewing" your stuff is easy when using TaskMerlin, allowing you to focus on getting things done! |
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TaskMerlin 2.0
Released November 16, 2008
Vista, XP, 2000, Server 2003/2008, Me, 98
Context Filtering Tip
See how to filter by context in TaskMerlin.
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 "This is a fine program, it supports the GTD method yet allows the user to apply their own personality to the process." John Moore
Network Architect
Washington, USA
"TaskMerlin is a hierarchical task, project, and note outliner with a lot of attention to detail ... TaskMerlin does GTD and Total, Relaxed Organization." Kevin Crenshaw
Productivity Coach
Priacta, Inc. More Testimonials ...
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