Organizing my life on Notion: a tour of my system so far

I recently had a life change that changed the way I work. In the past, the organization that I worked for HIGHLY regulated websites that I could access, and also email and calendars, which meant that my system was spread across multiple systems. Also, I had a lot of competing requirements on my time- an inpatient ward with highly complicated medical care to manage, teaching, writing, mentoring residents, military career requirements, along with my personal life and raising two small children. This meant that my productivity system had to be highly portable, self-contained, and also cognizant of security requirements. This boiled down to that I was constantly on the run, rarely found at my desk.

I’ve since transitioned to a different kind of practice, and my work life is a lot less complicated. I have a desk as home base, though not always the same desk, and I have a lot less roles to keep track of. As a result, I went back and gave Notion a try again.

In the past, I found Notion to be quite heavy in the initial investment in set-up time, and without everything I needed. For example, re-typing tasks daily, and my schedule, is quite onerous, and doesn’t feel like a significant improvement over a paper planner. On the other hand, I’ve been looking lately for a place to put all the parts of my life- my daily planner, meeting and other work notes, research, my habit tracker, reading notes, travel dreams, and routines. I tried making an Evernote dashboard to help me track all these things, but making what I envisioned seemed like a LOT of trouble and required other services to plug-in, and even then, was ugly and clunky.

My second try with Notion has been very successful. This is partly because of the freely available Templates, which I have adapted for my own use. I’m still learning how to use all that Notion is capable of- and there are a lot of people to learn from, like Marie Poulin, Thomas Frank, etc., that I owe a lot of time savings to! My plan is to go over my Notion system, which has a lot of parts, in two blog entries- the first of which is today!

The foundation of my Notion system, which I can access from my phone, ipad, Mac, Surface tablet, and any computer at work, is my Personal Home page, which is like a life wiki for me. I have a daily planner link, weekly planner, tasks, notes system, and other things like references I use often, and lists of things I want to do someday, like travel ideas, TV and movies and books to read. I found this on the regular templates on Notion, and changed it around to suit my needs (you can find the template here). What I really like about Notion is that the system of interlinking blocks (think about Legos), allows you to customize your system to whatever you need. Additionally, the system is really beautiful, and you can customize with different header art, etc, so my system is unlike anyone else’s system.

my life wiki

The next section I use most frequently is my Daily planner. I adapted this from this template, but it is now very different. I open a new template planner every day, and it already has pre-loaded my daily routines, habit tracker, tasks (which are embedded from Todoist, so I have all the power of Todoist, but integrated in my own system), and weather forecast. I found a way to embed the weather so it updates daily! After I have finished using the Daily template, I drag and drop it into a calendar, so I can see anything I need to at a glance.

Top half of the daily template
The bottom half of the Daily template
Calendar view of the Daily templates- I can also see them in a table, but find the calendar view baked into the template to be more informative.

In terms of using Notion as a planner, the major downfall, at least for me, is the lack of a good Google calendar integration. You can embed your Google calendar into a page, which is nice, but no changes are possible at this time, from Notion. Additionally, the calendar has to be public, which I find to be concerning from a security stand point- do I really want my calendar to be publicly searchable? So for now, I have a calendar I sent up myself on Notion, with just special events, and continue to use Google calendar as a stand-alone service. Every day, I type in my schedule in my daily calendar. An API to help with this would be a HUGE upgrade, and I read that this may be forthcoming at some point.

However, the tasks, which was a big issue before- I don’t want to retype my tasks all the time- is now solved for me, by embedding Todoist into the Daily planner. My routine in the morning with Notion consists of typing in my schedule into a daily template, reviewing my tasks directly embedded below, reviewing the weather, and typing my top three priorities for the day. And that’s it! I do some journaling also, which I also have templated within Notion, and will go over next time.

Are you using Notion? I would love to see your daily setup or hear how you’re using Notion in the comments below!

How the new Things 3 app is literally changing my life (along with DayOne)

I admit how much I love planning, technology, apps and the like. I consider the difference between planning methods (digital or paper? Mac app or web app? A combination of both?) as carefully as I timed having a family.  I might only be kidding a little. Or not kidding at all. Anyway, I have found a combination of apps that are changing my life right now.

I am a Mac user in general, but in my work, PC is the law of the land. I am also aware of all the research regarding how writing things down helps you cement them in your mind. However, I also travel light being a public transportation commuter, and it’s not as if I want or need to recall my calendar perfectly. That’s what reminders and the prompting from my apple watch are for! Right now for me, a combination of apps has really helped me get focused.

I was recently encouraged to try Things 3, the newly released app on Mac, iPad and iPhone by Cultured Code, from a  thread on the Asian Efficiency Dojo website. I am really glad I did! My method is adapted from one of the users, Tor Rogn. I have a Daily project that recurs and keeps me accountable with my daily rituals. It also reminds me of what my current next steps are for goals, and what I’m working on that week. Screen Shot 2017-11-11 at 3.04.07 PM

Each morning, I get up early, and start my morning ritual, which I’ve made a screen shot of the checklist from the daily project above:

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I meditate using the Insight Timer that I blogged about a few weeks ago, and I write a five minute journal entry to help me remember what my priorities are and what I am grateful for. I do this via the DayOne app and a text expander- in this case, Typeit4me.

Screen Shot 2017-11-11 at 4.37.03 PM

Throughout the day, I use the daily checklist to help me guide my day. At night, I complete the 5 minute journal. On Sunday, I have a weekly review project that automatically comes up in Things (in two screen shots, since it’s longer than my screen). This helps me ensure that I have collected all the data for the week, and get ready for the week ahead with a minimum of trauma.

The task prompts me to review my goals, and work out what makes the most difference in DayOne- again, using a prompt from a text expander. I was using the Focus journal from Michael Hyatt, and I’ve used his weekly review in my electronic version (I have the journal, but don’t want to lug it around).

Screen Shot 2017-11-11 at 4.45.49 PM

What are you doing for your organization and weekly reviews? Let me know below how you’re staying on top of things!

Hit your goals!

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In the first blog of this series, we talked about writing better resolutions, which are specific, measurable, timed, and have a “why.” You can find that blog here.

Now that you have a set of resolutions, how do we troubleshoot flagging resolutions? I think the more accountability, the better.

  • Review your goals DAILY. Another  way is to set up an accountability system. Post them where you can see them.
  • Another person can help keep you accountable- find a friend to workout with, for instance.
  • Similar to this would be to find a group to meet with, like Weight Watchers meetings if you’re trying to lose weight, or a book club if you’re trying to read more. Even a Facebook group can help, but you have to find some way to get yourself to post weekly, at least, in the group. Starting a smaller group with friends who will check in on each other might work well if you’re concerned about blowing off the check-in.
  • I set timers in todoist, which remind me to check into my fitness program, and check in with a group that I keep up with. The act of checking off the boxes is rewarding in itself for me, and this helps the habit become self-perpetuating.
  • Stickk (www.stickk.com) is a different way to keep to your goals, and uses proven methods to help. You choose a goal, put up an agreed amount of money to be given to charity (and you can pick a cause you don’t agree with, so if you quit, you’re giving money to a group you really don’t like!), find a “referee” and start working on your goal! This would be a goal tracker and motivator all in one.

What apps are there for goal setting? A ton! The best one is the one you’ll stick with. Among the most popular:

  1. Strides (www.stridesapp.com): Free app for basic, $4.99 for premium version. This is the one I use on my iPhone, and really like it. I think it is simple to set up, and simple to use. You set your goals, and then click “yes” or “no” daily. It tracks your progress, and can prompt you to keep up with your goal. There is also an apple watch app. I have the free version and have not needed the premium yet.
  2. Today (https://neybox.com/today/): free app, $4.99 for premium version. Beautiful to look at, similar to Strides but no apple watch app as of this writing.
  3. Streaks (http://streaksapp.com): $3.99. Simple, chic layout. Same concept as the other two habit trackers above.
  4. Any task tracker: Do you need a habit tracker? I use one for ease and to see the consecutive days I have performed the habit, but really, I could use todoist if I were not interested in seeing consecutive days.

What task tracker do you use? What resolutions are you planning to make?

The New Year’s Resolution series

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This is the first of a series on New Year’s Resolutions. My intention is to start with making more effective New Year’s Resolutions, troubleshoot why they might not have worked in the past, and how we can get better at tracking and achieving them. Then, I’m hoping to do blogs on common resolutions themselves (lose weight, run, get out of debt, etc), and the apps and techniques which could help.

Why write about New Year’s Resolutions? This is the time when everyone has a clean slate, and is thinking about making changes anyway. The best reason for me is that I believe in the power we all have to change our lives in a thoughtful way. As a psychiatrist, it is such an incredible privilege to help patients help themselves in changing their lives!

Let’s talk about what makes a good resolution.

  • A resolution is written down, and you review it frequently.
  • You have multiple important reasons for wanting to achieve these resolutions, and you’ve written those down as well.
  • The resolution is measurable and well-defined.
  • You have a way of monitoring the resolution.
  • You know the next step.
  • You don’t have too many resolutions you can’t really keep track of more than 2 or 3 at a time. That’s not to say you don’t have more, but you’re concentrating on only a few at the time.
  • How will you be accountable for your goal?

Here’s an example. Instead of “lose weight,” I will choose a target carefully. Here’s where the well-defined part comes in: do I really want to lose weight, or be more fit, or both? Might I better define this as “fit in my size eight Lucky Jeans” or some fitness goal? What is a healthy, obtainable weight, and does my goal align with this in the first place?

Starting resolution: I will lose weight.

Optimized resolution: I will lose 10 lbs by April 1, 2017.

1.   Why: because I want to look my best, demonstrate a healthy lifestyle for my kids, and         not get diabetes.

2.   Measure: Using the Lose It! app, weighing myself one time per week. I will participate in an online group for weight loss and post my progress weekly.

3.   How: Logging foods with a 500 kcal deficit daily, exercise three times per week, reducing junky carbs and eating 5 servings of vegetables daily.

4.   Next Step: Download Lose it! App.

You can see why this would be a more powerful resolution. For more resources for goal setting, I like Michael Hyatt’s website, the Asian Efficiency Website, and the 7 Habits for Highly Effective People  by Stephen Covey is very helpful!

Please join me next time for tips on troubleshooting goals, and what apps to use to track your new resolutions!