Recently I pulled together some key ideas to use when getting organized into a post, “Organization: Useful Principles,” and I promised to follow up with links to organization posts on this site and with a book recommendation.

I’ll start with the book recommendation, which is David Allen’s Getting Things Done. Allen offers an extremely well-designed approach to organizing task lists and taking care of items on that list: you can get more information on his book in my post “Useful Book: Getting Things Done.”

As to articles on this site, here are some that I hope you might find especially useful:

Task organization
Don’t Use Your Inbox as a To Do List
Weed Out Task Lists With the 2-Minute Rule
My Top 1 Task
Why Tasks Lists Sometimes Fail 

Attitude and emotions
Effective Organization and Filing Are … Fun???
Relieving Stress by Understanding Your Inputs
4 Ways to Make Sure You Get a Task Done 

Organizing papers
Why bother organizing papers?
The Eight Things You Can Do With a Piece of Paper 

Decluttering
Digging Out, Cleaning Up, Uncluttering, and Getting Organized: Let’s Start With a Link
What Our Garage Sale Taught Me About Decluttering My Mind
Some Tips for Getting Rid of Things

E-mail
How I’m Keeping My E-mail Inbox Empty
Free Online E-mail to Help You Keep a Clean Inbox
My Empty E-mail Inbox, 10 Weeks Later 

General principles
Organization: Useful Principles
How Exceptions Cripple Organization
Why Organization Improves Motivation, and Some Organization Tips
Little by Little or Big Push?

Photo once again by Rubbermaid Products

A reader got in touch with me the other day asking about where to start with task management. While I’ve written a number of articles about different kinds of organization, I don’t believe that I’ve ever tackled the question from the basic question of where to get started with organization as a whole … so here that article is.

Five kinds of organization
At least five kinds of organization can demand our attention, and it’s helpful to separate them in our minds, because each one requires a slightly different approach. Those kinds are:

• tasks (anything that needs to be dealt with, from a quick decision to a massive project)
• paper (including mail, reference materials, the kids’ schoolwork, bills, receipts …)
• e-mail
• physical clutter
• information (I won’t go into this in any detail in this article, but see “Eight Ways to Organize Information and Ideas“)

Useful principles of organization
Some approaches to organization are much more successful and rewarding than others. The following ideas can help move things along:

• Have a clear system for decisions – It’s much easier to get through a pile or list of items if you have a strict and clear way to deal with them. A detailed working example: if you’re dealing with a stack of papers (or even boxes upon boxes of papers), take a look at the system outlined in “The 8 Things You Can Do With a Piece of Paper.” Process one item, then go back to the top and repeat for the next one.
• Don’t get bogged down when planning – One of the difficulties with, prioritizing a task list or clearing out an e-mail box, for instance, is that it’s easy to get bogged down trying to do one specific item instead of finishing the task of organizing all the items. Except for one situation I’m about to mention, it tends to work best to only organize when organizing–not getting sidetracked onto one specific item, no matter how appealing or pressing that item might be (short of an emergency).
• Do very quick things right away – Whenever we’re organizing and we come across a form that can be filled out and readied for the mailbox in a few minutes, or a task that will take a very short time to complete, or an e-mail that can be put to rest with a two-sentence response, taking care of that task immediately shortens the to-do list or stack of papers or list of e-mails to handle, and it saves time having to organize and review the item. This is the exception to not doing tasks while planning, because these short tasks won’t bog things down.
• Categorize & prioritize – It’s great to get down a list of everything that needs to be done, but if we don’t prioritize tasks then we’ll end up doing whatever seems most appealing, easiest, or most obvious instead of whatever will make the greatest positive impact. Categories make it easier to attend to one kind of thing at a time, and priorities are essential for repeatedly answering the question “What’s the best thing for me to be doing right now?”
• Review regularly – When organizing tasks and e-mail,  regularly going over the lists is an important part of organization in order to remove things that have been completed, bump up the priority of items that have become more urgent, recategorize, and revisit pending items that have gotten stalled. Along with the obvious benefits of this practice, doing regular reviews also helps us have confidence in our own organizational systems. If we just sweep things into categories and never look at them again, then we’ll our system will start failing this, and knowing this, we’ll be reluctant to put important items into it. As soon as we start keeping things out of an organizational system, that system has failed: it then needs to be handled differently, re-energized, or revamped.
• Organize items once – When an item comes into an organizational system, it’s important to make a decision where to put it then and there. If we set things aside to consider later, then later we’ll just be faced with the exact same choice. By making the choice with each item as it comes up, we can make clear forward progress.
• All tasks should go to one place – It’s easy for tasks to start growing, like weeds, in many different places. Apart from very basic separations like “work tasks” and “home tasks,” though, that way lies confusion and failure. If I have a computerized task list, a handwritten list for some other tasks, a file on my computer for some other tasks, a few sticky notes, and some e-mails in my inbox that I want to use as reminders, then I have no way to look at all of my tasks together and prioritize them, which means that my system can’t tell me the one thing I need to do next–and a good organizational system can always answer the question “What should I do next?”

In a follow-up post, I’ll provide links to some of the most useful organizational articles on this site and talk about the one book I would recommend above all others for getting organized.

Photo by Rubbermaid Products

Our culture has a love-hate relationship with task lists. Many of us make them, use them for a while, then eventually start avoiding them, trying not to think about how out of date they’re getting and what there might be on them that we really ought to be doing.

Or we try to do without task lists, using sticky notes and flagged e-mails and calendar reminders and stacks of papers that need something done with them and all kinds of other systems, only to find that there are still a lot of tasks we need to keep in our head, which keep spurring anxiety because when we don’t have time to do them right away, we worry we’ll forget about them completely: parking tickets, birthdays, that leak in the basement, finding out what that weird charge on the phone bill was, getting cholesterol checked …

Some background: all about task lists
I won’t go into a complete discussion of why I think the solution to this is a single, well-organized task list with categories, because I’ve already talked about a lot of basic task list issues in other posts, and I don’t want to waste your time with repetitions. If you haven’t read them yet, though, here are some articles from the wayback machine:

Why Task Lists Fail
4 Ways to Make Sure You Get a Task Done
The Eight Things You Can Do With a Piece of Paper
Getting Rid of the Little, Distracting Tasks
My Top 1 Task
Weed Out Task Lists With the 2-Minute Rule
Don’t Use Your Inbox as a To Do List
Useful Book: Getting Things Done
How I’m Keeping My E-mail Inbox Empty

When things start to slide
But even if you’ve followed my recommendations in these articles, do you ever find that your task management begins to slide–that you start falling back on notes or keeping things in your inbox, or you spawn new areas of your task list into which you throw tasks blindly, or you just try to keep everything in your head? Every once in a while this happens to me, so if it doesn’t sound familiar, my hat’s off to you. If it does sound familiar, though, then I may be able to offer an easy way out. All it takes is a little focus and time; it’s very low-stress.

The key is that a complete task management system relies on a certain amount of faith: you have to have faith that you’re actually going to get to at least some of the most important tasks on your list. If you lose confidence, if you start thinking you’re going to miss something on the list, then you may stop putting your more important items on the list, reasoning that it’s better to be a little flexible about what goes on the list than to risk not getting things done. As soon as you do that, you have a reason to avoid your list, because some of your most pressing tasks aren’t even on it, and this snowballs.

Or it can happen the other way around: you feel a little rushed and jot a few tasks on sticky notes or try to just keep them in memory, and then you realize that your list is no longer reliable and you lose confidence in it.

Fixing task list confidence
What’s the fix? Go back to basics, put your faith in your list, get everything on it, and pay attention to your list regularly. The steps are pretty easy:

1. Whenever you think of something you need to do (or would like to do) that isn’t on the list, put on the list right away. If you can’t always do that, then you need a different system: it doesn’t help to have a task list that you can’t add to in real time.
2. Keep a very small number of do-these-soonest items set apart. You can do this by assigning priorities, establishing a “very short-term tasks” category, tagging these top items, or any other means that works for you, but you need to be able to identify your top four to eight tasks. Any more than that and you’ll have a hard time doing the next step.
3. Put the task you want to get done first at the top of the list. Ideally, put the task in order from want-to-get-done-first on down, though it’s really that top task that’s essential.
4. As you get tasks done, bring more tasks into the “very short-term tasks” set and keep putting the next task you want to get done first at the top of the list.
5. Don’t put important tasks anywhere else: just on your list. Between adding tasks, looking tasks up, and crossing tasks off, you’ll be forced to
6. Visit your task list regularly, so that it never starts getting out of date.
7. Finally, do maintenance on your task list, re-prioritizing and recategorizing as necessary, checking in on your pending items, deleting items that it turns out you don’t have to or want to do after all. This should be don’t-think-about-it work, which you do separately from actually getting your tasks done (except that if you have some very quick tasks, it’s often more efficient to do them then and there, if you have any time at all, than to keep shuffling them around–even if they’re not very high priority). This seventh step is optional: if you maintain a good “very short-term tasks” group and keep choosing one of those tasks to go to the top, the rest of your task list can be a mess–but it being in good order makes keeping the “very short-term tasks” group up to date much easier.

Worried it won’t get done? Overwhelmed by the list?
This solution solves two distinct problems: anxiety about not getting tasks done and being overwhelmed by everything on your list.

The anxiety is alleviated by identifying that top task. If it really is the thing you should be doing first, then you don’t have to worry that you’re neglecting something more important. By contrast, if you didn’t have a top task, then you might be tempted to pick off the most inviting or easy-looking tasks, or to avoid your task list altogether because of not wanting to face the worry.

The feeling of being overwhelmed is taken away when you just ask yourself simple questions like “Does this belong in my list of very short-term tasks?” and “Which of this handful of tasks should I do first?” Just like going through e-mail or papers, going through a task list can be especially stressful if you look at it as a whole, because no one can do a whole bunch of things at once (see “How to Multitask, and When Not To“). By simply going through your items in the order you find them, you can make individual decisions that are easier and more pleasant than trying to grapple with a stack of decisions could ever be.

Photo by heymrlady