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NEW! - Keywords For This Page:   Time Management - Calendars / Day Planners - Tasks / To-Do's - Technology

Blog: Technology As An Organizing Tool
My Time Management Journey



Up until 1984, I was satisfied to use whatever calendar was provided to me by my employer, bank or local card shop. That's when I bought my first planner. I was thrilled to have a full page where I could write my appointments and daily tasks and I used it faithfully.

Fascinated with technology, in 1992 I purchased a pocket-sized electronic organizer. I liked the fact that it was lighter and more compact than a paper planner, and it was fun to use, at first. I used it for a while, but quickly lost interest when I discovered that the only way to make a simple change in meeting time was to delete the information and then retype it in the new time slot. I went back to paper.

Somewhere along the line I learned about Day Timers, and I loved the concept. When I broke down and spent the money for one in 1994, I especially appreciated the ability to set up whatever sections I needed, and to leave out those that I didn't. I used it mainly for scheduling and to-do lists. I had all my contacts in my email address book, most of whom I'd have no need to contact when I wasn't at work, so I only entered the phone numbers I used most frequently into my planner.

When I started my business in 2002, I was using Microsoft Outlook for my email. I wanted to explore the calendar features, but since I was still working at an outside job where I wouldn't be able to access it, it was more practical for me to continue using my Day-Timer. I strongly believe in the importance of using one calendar to manage all of the different parts of your life!

As you can probably imagine, my life became much busier and more involved when I was running a part-time business while holding a full-time job, and I no longer felt that the paper system was meeting my needs. In 2004, I bought an HP iPAQ H1940 Pocket PC and was thrilled to pieces with it. (You can read all about it in an article I wrote at the time, Time Management in My Pocket.) By 2006 I had adapted my routines to where I no longer needed any kind of paper calendar or to-do list. I was totally electronic, using my Pocket PC, synchronized with my Outlook calendar, and it was working perfectly.

The challenges began about a year later when I replaced my desktop computer with a Dell Notebook. Setting up synchronization on the new computer was difficult, and since I rarely needed to access my calendar when I was away from my desk anymore, I was tempted to scrap the Pocket PC altogether. I persevered and got it working, at least until the time change this past spring. It was still working, although not well, and not for long. Shortly after that it started resetting itself frequently. I realized that probably meant that the battery was on its last legs, but by this point I had fallen out of love with it and wasn't prepared to spend any time or money finding a replacement. The day it completely cleared its memory, I took that as a sign that it was time to put it away for good. The one thing I did miss was having all my contacts accessible when I was out and about, so I learned how to sync my contacts with my cell phone, and now I'm all set – for now.

Outlook 2007 added several features that made earlier versions not quite as useful as I'd have liked in terms of task management, such as color-coded categories and the ever-present To-Do Bar which by default groups tasks as: Today, Tomorrow, This Week, Next Week, This Month, Next Month, or Later. Despite all of that, I don't always feel that I have as much control as I'd like, and from time to time I wonder about switching back to a paper system. Since the 2009 planners will be available shortly, I'll be giving this some serious thought over the coming weeks, and you can be sure I'll have more to say about this topic in my blog.

posted on: 9/4/2008 8:30:00 AM by Janet Barclay
category: Business


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Discuss This Post


by DCB on 4/5/2009 3:03:59 PM:

What did you decide?

by Janet Barclay on 4/5/2009 4:19:52 PM:

I ended up buying a refill for my Pocket Day Timer, but still use Outlook for recurring tasks and for events where I receive details by email, such as teleclasses. I don't like using two systems, but it seems to be working... at least for now. :o)

by Dean on 4/11/2009 11:09:37 AM:

Do you end up double entering a lot?

by Janet Barclay on 4/11/2009 12:02:19 PM:

Yes, sometimes, but I don't include many details in my paper planner, just enough to know I have a commitment. Now that you've made me think about this, I'm going to start starring appointments in my paper planner where I have additional details in Outlook.

by Tania Rojas on 4/11/2009 5:17:57 PM:

I Outlook 2007 for home which syncs with my treo. At work Lotus Notes is used for calander and emails. I have a hard time keeping both calanders updated. I have also found that using a day planner to maintain a to do list and writing down task at meetings has helped, I just dont find the time to enter these tasks into Lotus or outlook. It is faster to write than entering data into my smart phone.

by Janet Barclay on 4/12/2009 6:54:37 AM:

Technology makes things easier in many ways, but sometimes it just makes things more cumbersome - like when you are faced with multiple systems, like Tania. I don't think we're ready to go paperless just yet!

by Dean on 4/14/2009 11:20:59 AM:

I have moved back and forth across the paper/digital divide for my system. But I now realize that I can use both. You can't beat digital for contacts, for sure!

by Janet Barclay on 4/14/2009 12:59:18 PM:

Dean, I agree that digital is best for contacts, but I overdid it when I synched my Outlook contacts with my cell phone - now I have hundreds of entries in my cell phone of people I am highly unlikely to call, especially when I'm out of the office. Oh well, live and learn!

by Dean on 4/14/2009 10:18:44 PM:

Yes, Janet, I know what you mean. Last year I did a huge cleansing of my contact list as I had hundreds of names that I knew I'd never contact or could find their information quickly if I ever needed to. I maintain a list of only about 700 contacts now.

by Janet Barclay on 4/15/2009 7:02:29 AM:

I do that from time to time as well, and it's actually time for me to go through my Outlook contacts again - as well as removing the unnecessary ones from my cell phone (I usually do a bunch whenever I'm waiting for someone or in line somewhere, but it's taking forever, it seems...)

by MichaellaS on 7/21/2009 9:27:04 AM:

tks for the effort you put in here I appreciate it!

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Technology As An Organizing Tool


by Janet Barclay

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Janet Barclay is a Master Virtual Assistant and the founder of Organized Assistant. Specializing in supporting entrepreneurs in the Organizing and Career Services industries, Organized Assistant provides top-notch Internet marketing services to business owners of all shapes and sizes.

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