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Lifehack Presents: The Doit.im Mini User Guide

Lifehack Presents: The Doit.im Mini User Guide

There are a host of free task and project management applications on the web as well as for Android and iOS. But, Doit.im is a fully cross-platform application (Windows, Mac, Web, iOS, Android, and mobile web) that seems to fly under everyone’s radar even with its new interface and awesome features.

Here is a Mini Guide to using Doit.im to get things done.

Adding tasks

Getting your tasks into Doit.im is pretty easy, mostly becausethere are interfaces for both web and iOS/Android. That means you can add tasks quickly from anywhere.

On the web

    To add a task simply tap the Add task icon at the top left of the screen. The Add Task dialogue will appear. From here you can fill in your task details like it’s name, a brief description, whether it’s a next action, a deadline, a project, context, flag, tag, repeats, reminders, and even delegation to a contact.

      Of course, when collecting you may want to just do the infamous, “brain dump”, and then add these details later. You can do that by clicking on the Inbox selection on the left under the Collect heading. There, you can add tasks quickly by typing in the text box and hitting enter to add it to the list. You can also us the Smart Add Shortcuts for adding tags, projects, contexts, due dates, etc.

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      On your mobile device

      You can simply tap the big ol’ plus button at the bottom of the screen and enter your task information.

      You can fill in all of the task details if you want, but if you don’t, the task will go to your inbox for later processing.

      Process tasks

      Next, you need to process your tasks that you added to the inbox. You can make your tasks into projects, give them due dates, assign them contexts and tags, and even schedule them for next actions, someday/maybe, or waiting for. Before you do that we need to setup some contexts.

      On the web

        To add a new context click on the ‘+’ button on the bottom of the left sidebar and choose New Context. A dialogue will popup and you can add a new context like Online, Mac, PC, Phone, Office, etc. After you have added contexts, you can process your inbox by dragging them to the left sidebar on the appropriate context that they need to be completed in.

        You can also drag your inbox items to a different “focus”, like Today, Next, Tomorrow, Scheduled (which is actually done when you give them a due date), Someday, and Waiting. Once you drag your tasks from your Inbox to a new Focus, they will reside on that list and not be in your Inbox anymore.

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        On your mobile device

        Processing tasks on your iPhone or Android is a little less intuitive, but you can still have a go of it when you are on the go.

         

          To process a task that is in your Inbox go to the Inbox from the home screen, tap the task you want to process. You can easily move the task to a different Focus by tapping the Move To button at the top right of the screen and choosing a focus. If you want to change any of the details of the task like contexts, tags, project, etc., tap the Edit Task button at the bottom of the View Task screen.

          The only way to add new Contexts on your mobile is to create a next task, scroll down to the context option, tap it, scroll to the bottom of your contexts and tap the New Context button. Once you do that for one task though, the context will be available for all tasks.

          Dealing with projects

          One of the best features of Doit.im is the way what it supports grouping tasks by projects.

          On the web

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          To add a new project, click on the ‘+’ button at the bottom of the left sidebar and choose New Project…. From there you can fill in the project details and even give it a default context. After you have created your new project you will see it in the left sidebar under the Projects menu.

            To view a project, simply click on the project’s name in the Projects menu on the left sidebar. Here you will see all of the tasks that are related to the project, the ones that are marked as next, scheduled, someday, waiting, and even the completed and archived ones. To add a new task to the project you can drag the task from the inbox (or any other list) to the project in the left sidebar, or you can add a task with the Smart Add box at the top of the Project view screen (the same way you can add them to the inbox).

            Another way to add a project is to use the handy Convert to project button at the top of the Inbox. Simply highlight a task in your inbox and click the Convert to project button. The project will be added to the Projects list and you will be taken to the new project’s view.

            On your mobile device

              To create new projects on your mobile, on the Home screen tap Projects and then tap the ‘+’ button at the top right. From there you can enter the important details of the project.

              To view a project you can go to the Projects list and tap the project whose information you want to view. You can see all of the info that you can see on the web version, like you next actions, waiting fors, scheduled tasks etc. To add a new task, simply tap the huge “+” at the bottom of the screen to add a task directly to the current project’s next actions.

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              Filters and Grouping

              Another nice touch to Doit.im is the new Filters feature where you can filter your tasks and create other views (think Toodledo’s search feature and/or OmniFocus’s perspectives). Also, you can group your tasks in any way you see fit on almost any list. As of now Filters are not supported on the native iOS and Android clients.

              Filters on the web

                To add a new filter, click the Advanced link next to the search box in the header. At the filter dialogue you can put in information like the status of the task, priority, a deadline, the context or project. You can even sort and group the tasks buy a number of attributes. After you have set your properties of the filter you can give it a name and save it. The new filter will show up in the left sidebar under the Filters section.

                These filters are very powerful. For example, you can view tasks that are related to only work projects, require a phone and a computer, are due in 2 days, and sort them by due date. You are only limited by what you can think up. To bad we can’t add these to our mobile devices yet.

                Grouping

                You can easily group tasks in any list by clicking the Group by link at the top of the list and choose which attribute your want to group by. Couldn’t be easier.

                A seriously, deep application

                I’ve been watching Doit.im for a little over two years now and I have to say that it is finally starting to come into its own. With it’s excellent project handling, easy task input, grouping and filtering, Doit.im seems to be a seriously underrated task management application.

                Doit.im does have some issues, sometimes slow syncing and app responsiveness as well as lack of continuity in design and features, but overall, Doit.im is one of the best free GTD/task/project management apps available today.

                With the help of this Lifehack mini guide, start using Doit.im to get some stuff done on any platform.

                More by this author

                CM Smith

                A technologist and writer who shares advice on personal productivity, creativity and how to use technology to get things done.

                Design Is Important: How To Fail At Blogging 7 Tools to Help Keep Track of Goals and Habits Effectively 6 Unexpected Ways Journaling Every Day Will Make Your Life Better Why Getting Things Done is the Best Productivity System For You How to Beat Procrastination: 29 Ways to Beat It Once and for All To Automate or not to Automate Your Personal Productivity System

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                Last Updated on February 15, 2019

                7 Tools to Help Keep Track of Goals and Habits Effectively

                7 Tools to Help Keep Track of Goals and Habits Effectively

                Now that 2011 is well underway and most people have fallen off the bandwagon when it comes to their New Year’s resolutions (myself included), it’s a good time to step back and take an honest look at our habits and the goals that we want to achieve.

                Something that I have learned over the past few years is that if you track something, be it your eating habits, exercise, writing time, work time, etc. you become aware of the reality of the situation. This is why most diet gurus tell you to track what you eat for a week so you have an awareness of the of how you really eat before you start your diet and exercise regimen.

                Tracking daily habits and progress towards goals is another way to see reality and create a way for you clearly review what you have accomplished over a set period of time. Tracking helps motivate you too; if I can make a change in my life and do it once a day for a period of time it makes me more apt to keep doing it.

                So, if you have some goals and habits in mind that need tracked, all you need is a tracking tool. Today we’ll look at 7 different tools to help you keep track of your habits and goals.

                Joe’s Goals

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                  Joe’s Goals is a web-based tool that allows users to track their habits and goals in an easy to use interface. Users can add as many goals/habits as they want and also check multiple times per day for those “extra productive days”. Something that is unique about Joe’s Goals is the way that you can keep track of negative habits such as eating out, smoking, etc. This can help you visualize the good things that you are doing as well as the negative things that you are doing in your life.

                  Joe’s Goals is free with a subscription version giving you no ads and the “latest version” for $12 a year.

                  Daytum

                    Daytum

                    is an in depth way of counting things that you do during the day and then presenting them to you in many different reports and groups. With Daytum you can add several different items to different custom categories such as work, school, home, etc. to keep track of your habits in each focus area of your life.

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                    Daytum is extremely in depth and there are a ton of settings for users to tweak. There is a free version that is pretty standard, but if you want more features and unlimited items and categories you’ll need Daytum Plus which is $4 a month.

                    Excel or Numbers

                      If you are the spreadsheet number cruncher type and the thought of using someone else’s idea of how you should track your habits turns you off, then creating your own Excel/Numbers/Google spreadsheet is the way to go. Not only do you have pretty much limitless ways to view, enter, and manipulate your goal and habit data, but you have complete control over your stuff and can make it private.

                      What’s nice about spreadsheets is you can create reports and can customize your views in any way you see fit. Also, by using Dropbox, you can keep your tracker sheets anywhere you have a connection.

                      Evernote

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                        I must admit, I am an Evernote junky, mostly because this tool is so ubiquitous. There are several ways you can implement habit/goal tracking with Evernote. You won’t be able to get nifty reports and graphs and such, but you will be able to access your goal tracking anywhere your are, be it iPhone, Android, Mac, PC, or web. With Evernote you pretty much have no excuse for not entering your daily habit and goal information as it is available anywhere.

                        Evernote is free with a premium version available.

                        Access or Bento

                          If you like the idea of creating your own tracker via Excel or Numbers, you may be compelled to get even more creative with database tools like Access for Windows or Bento for Mac. These tools allow you to set up relational databases and even give you the option of setting up custom interfaces to interact with your data. Access is pretty powerful for personal database applications, and using it with other MS products, you can come up with some pretty awesome, in depth analysis and tracking of your habits and goals.

                          Bento is extremely powerful and user friendly. Also with Bento you can get the iPhone and iPad app to keep your data anywhere you go.

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                          You can check out Access and the Office Suite here and Bento here.

                          Analog Bonus: Pen and Paper

                          All these digital tools are pretty nifty and have all sorts of bells and whistles, but there are some people out there that still swear by a notebook and pen. Just like using spreadsheets or personal databases, pen and paper gives you ultimate freedom and control when it comes to your set up. It also doesn’t lock you into anyone else’s idea of just how you should track your habits.

                          Conclusion

                          I can’t necessarily recommend which tool is the best for tracking your personal habits and goals, as all of them have their quirks. What I can do however (yes, it’s a bit of a cop-out) is tell you that the tool to use is whatever works best for you. I personally keep track of my daily habits and personal goals with a combo Evernote for input and then a Google spreadsheet for long-term tracking.

                          What this all comes down to is not how or what tool you use, but finding what you are comfortable with and then getting busy with creating lasting habits and accomplishing short- and long-term goals.

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