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Friday, September 20, 2024

Learn how to create a GTD inbox system in Notion


*This publish comprises affiliate hyperlinks.

Ever since studying David Allen’s Getting Issues Executed, I’ve been repeating this motto:

“Your head is just not for storing data.”

As somebody who spends an excessive amount of time in my head, this quote felt like a permission slip to let my mind breathe momentarily.

Do you imply to say that I can hit pause on these concepts, duties, and (let’s be sincere) worries which can be biking via my head with nowhere to go?

Properly, after all, that’s simpler mentioned than performed.

The place will I preserve my random ideas and concepts if my head isn’t for storing data?

Enter the inbox system.

I not too long ago shared concerning the energy of closing open loops, and the inbox system is without doubt one of the greatest methods I’ve discovered to consolidate these open loops and get them out of your head.

Utilizing Notion, I’ve created my very own inbox system modeled after the Getting Issues Executed (GTD) technique, and it’s develop into a software I exploit each day to maintain my life and work organized.

If you happen to’ve by no means used Notion, it’s a extremely customizable organizational software for process administration, venture monitoring, to-do lists, bookmarking, and extra.

Marie Poulin calls Notion her “outsourced reminiscence,” which is strictly how I like to consider it.

Now, as a substitute of scribbling notes and concepts in a number of notebooks, I’ve dedicated to the inbox system to maintain the whole lot in a single place.

When you have a forgetful mind and love to gather concepts and data, right here’s why you want an inbox system and find out how to create your individual.

An Overview of the Inbox System

The inbox is a software you need to use to seize and observe any data that comes your manner.

Whether or not it’s duties, concepts, sources, or reminders, you want a singular place to maintain observe of these issues to keep away from being overwhelmed.

Think about a submitting system on a desk the place you retain any papers that get handed to you. I used to have one in every of these at my workplace job, and it’s the place all papers went to die.

However we don’t need these concepts or duties to die. We need to be certain we’re doing one thing about them.

That’s why I created a digital system that’s available from each my pc and telephone, and why the inbox technique follows a selected course of.

The inbox course of

The Inbox Process
  1. Seize: Add new objects to your inbox. This could possibly be a process, thought, article to learn, exercise to attempt, and many others.
  2. Make clear: Take what you’ve captured and determine what motion to take subsequent. If it’ll take lower than 2 minutes, do it immediately.
  3. Set up: If an merchandise will take greater than 2 minutes to finish, transfer it to your calendar or to-do record for later motion.

I’ll share extra about this course of later, however for now, let’s stroll via the inbox setup.

Setting Up an Inbox in Notion

Get the inbox template

If you wish to seize a pre-built template, I’ve made one you could duplicate right here.

Learn how to construct your Notion inbox

If you happen to’d prefer to recreate the template your self (as a result of constructing from scratch helps you perceive how issues work), right here’s find out how to create your inbox in Notion.

[If you’re not already a Notion user, sign up for free here.]

1. Create a brand new web page in Notion and title it ‘Inbox’

2. Add a brand new desk

3. Choose + New Database for the info supply

4. Add new columns and label them as wanted

Listed below are the columns I exploit:

  1. Title
  2. Context – this helps you keep in mind why you saved the word. I exploit motion verbs similar to To Assessment, To File, To Learn, To Write, and To Create.
  3. URL (if it’s from a web site)
  4. Date captured – this makes certain issues aren’t sitting round for years
  5. A checkbox referred to as ‘Organized?’

5. Add a filter on the desk that reveals solely objects which have ‘Organized?’ unchecked

This filter ensures you solely see the objects you haven’t already handled.

6. Rename your desk to ‘To Course of’

Naming your desk will enable you to distinguish between organized and unorganized notes (extra on that subsequent).

Elective steps

Kind the desk

Kind the desk by date so that you at all times begin together with your earliest notes.

Make your inbox fairly

Among the finest components of Notion is you could make your pages fairly with icons and canopy artwork.

Merely hover close to the title of your web page, and also you’ll see the choice so as to add an icon or cowl.

A lot better!

Holding observe of organized notes

Relatively than deleting the whole lot from the inbox after I’ve organized it, I exploit a distinct view of the identical desk. That manner, I’ve a file of issues I’ve organized with out cluttering the primary view. 

Right here’s how to do this:

1. Duplicate the ‘To Course of’ view of the inbox

2. Rename the brand new desk to  ‘Organized’

3. Change the filter to incorporate solely these with ‘Organized?’ checked

At this level, you ought to be all set!

Learn how to Use Your Inbox

Step 1: Seize

First, we have to speak about find out how to add concepts to your inbox. Listed below are some choices:

1. Mind dump

The primary technique is to easily add concepts and ideas utilizing the ‘New’ button. 

If you happen to’re creating your Notion inbox whilst you learn this, attempt doing a mind dump of the whole lot that’s at the moment in your thoughts and add these issues to your inbox. 

Sooner or later, every time one thing pops into your head, add it to your inbox. 

2. Chrome Extension

If I’m shopping the web and discover one thing price saving for later, I’ll use the Notion Chrome extension so as to add it on to my inbox.

When you’ve put in the extension, you possibly can click on the Notion icon out of your browser and discover the ‘Inbox’ desk. Voila, it’s added to the record!

3. From Your Telephone

I even have the Notion app on my telephone, which suggests I can add issues to the inbox at any time. I merely click on the ‘Share’ icon, discover the Notion app button, and put it aside to the inbox database.

Step 2: Make clear

When you’ve added one thing to your inbox, you’ll need to add some context that will help you keep in mind why you saved this factor. Context helps decide what motion to take subsequent.

If you happen to’ve adopted the set-up directions above, it is best to have a column in your inbox referred to as ‘Context’. That is the place you possibly can outline what sort of inbox merchandise that is.

Kinds of context

Listed below are some examples of context:

  • To Do
  • To Purchase
  • To Ask
  • To Write
  • To Analysis
  • To Learn
  • To Make
  • To Declutter

Regardless of the context is, assign it to your inbox merchandise.

Step 3: Set up

When to arrange your inbox

You need to be sure you’re organizing and clearing your inbox out recurrently. David Allen recommends doing this each day.

If you happen to’re retaining observe of vital to-dos right here, it’s possible you’ll need to keep on with as soon as a day.

I am going via it one to 2 instances every week as I don’t preserve any urgent to-do objects in my inbox.

I additionally like leaving the inbox alone for a couple of days as a result of it offers me an opportunity to sleep on issues and never make choices from a spot of impulsivity (like shopping for these footwear I don’t want).

How to arrange your inbox

Have a look at the concepts you’ve captured and determine what motion must be taken subsequent to get them out of the inbox.

If the duty will take lower than 2 minutes, save your self some organizing time and do it immediately.

If an merchandise will take greater than 2 minutes to finish, transfer it someplace you possibly can take motion on it. Perhaps that’s your calendar, to-do record, or a basic references folder if no motion is required.

For instance: 

  • If it’s a weblog publish thought, I’ll transfer it to my content material hub for later
  • If it’s one thing I need to purchase, I’ll purchase it now or add it to a wishlist I’ve elsewhere
  • If it’s an article I need to learn, I’ll take a couple of minutes to learn it from my inbox, or I’ll add it to a different database I’ve that’s only for ‘to learn’ objects

After you’ve completed these steps, it’s possible you’ll or might not have a transparent inbox. Typically there might be objects you merely don’t know the place to file or aren’t able to course of. 

I feel it’s okay to depart a couple of objects within the inbox, but when they’ve been there for greater than every week, it’s in all probability time to delete them.

Have any questions concerning the inbox system or Notion?

I hope this publish has satisfied you that an inbox system is without doubt one of the greatest instruments to arrange your ideas and concepts.

I’d love to listen to in case you use one other technique or plan to do that one. 

When you have any questions on this technique or how Notion works, go away a remark under!

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