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checklists (reference items?) in GTD applications

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  • checklists (reference items?) in GTD applications

    Are there any GTD applications which have a support for checklists?

    A "checklist" is a special type of a reference item what one can link to a task/action at the Processingstage. Structurally it could be just a list of the bullet points.

    Later, at the Review and Do stage one may bring that list up and use it as a reference when executing the action.

    For example the "AnswerARectuiterEmailWhenNotLooking" check list could look as following:

    [ ] Add a greeting (use the greeting they used)
    [ ] Say thanks for their interest
    [ ] Tell that I am currently not looking
    [ ] Add the short signature

    So every time one needs to politely respond the recruiter email one can do it easily (no analysis required) and in a consistent manner.

    When I said that a checklist is a special type of a reference item I also wanted to highlight that these check lists would be mostly re-usable ("how to answer email", "how to buy something under $100", "how to buy something above $1000", etc) and not task/actions specific reference items.


    I am currently shopping for a GTD application and only looked at the free (v2.1.1) version of the Thinking Rock - looks good, but it lacks the ability to link reference items to the actions.

    Any applications you can recommend which do support for linking reference items to tasks/actions and if they have a support for these "special reusable checklist like" reference items - that would be just great.

    Thank you.

  • #2
    Originally posted by TerrySw View Post
    Are there any GTD applications which have a support for checklists?
    I use Omnifocus for most of my checklists. I created a folder with a bunch of projects with all the steps in their appropriate contexts listed. When I process one of the items to which that checklist applies I copy it into the project and make it active.

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    • #3
      For the checklist I used originally the notes of outlook, as it is suggested in the outlook set-up you can find at the store. Then i moved all the stuff in toodledo, where it's called notebook and it sync with notes of ultimate, the app i use on my android device

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      • #4
        Originally posted by Oogiem View Post
        I use Omnifocus for most of my checklists. I created a folder with a bunch of projects with all the steps in their appropriate contexts listed. When I process one of the items to which that checklist applies I copy it into the project and make it active.
        I have read a LOT of good things about Omnifocus but I am a Windows user. I probably should have said about that earlier ...

        Thank you Oogiem.

        Anyone, any Windows alternatives for Omnifocus please?

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        • #5
          TaskMerlin runs in windows

          I think it has a lot of great features and even I am getting to understand how to make it work. And, I believe it can link to reference lists. I just don't know if it is near to being a dinosaur or why I can only find one review of it and that one seemed to be by someone looking at it, not really sing it.

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          • #6
            You could take a look at http://gtdagenda.com 's Checklists feature.

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            • #7
              Checkvist

              I am using Checkvist for my GTD implementation. It is a web-based outline-driven system, so it is platform independent (I have the same need). You can link from list to list, so I do have projects in my master task list that link to other checklists/outlines. (I go into some detail on the product from my GTD setup articles linked in my signature.)

              (Disclaimer: I do not work for Checkvist.)

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              • #8
                (Disclaimer: I do not work for Checkvist.)
                Cool--thanks for mentioning that. We do watch closely that developers don't turn posts into promotions.

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                • #9
                  I really like..

                  Microsoft OneNote...works very well with Outlook too.

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