About Bill: Bill Polm was a career probation officer in Southern California, near Disneyland. Throughout his career he wrote and painted watercolors to keep his creativity alive. He now lives in Oregon, USA, where he finds lots of lovely scenes for painting, and he is working on a novel. He is a grandfather of 6, and thanks God for all of them and good health at 70!

A while back it has been now, I read a post by Jiri on how to format Swift To-Do List to work with Michael Linenberger’s clever strategy for getting control of my workday. Simply put, with Lieneberger’s system (somewhat like David Allen’s Getting Things Done), you list to-dos under 3 categories: (1) Critical Now, for things that must be done today, (2) Opportunity Now, for things that can wait a bit but that I want to get done eventually for sure, and (3) Over the Horizon, also for things I want to do but I’m putting off for longer than those in the Opportunity Now category.

These 3 categories are really priorities. Daily, I do the Critical Now tasks first, then read over my Opportunity Now tasks, if and when there’s time, to decide if and which to tackle.

These lists don’t have to be rigid. They can be flexible, but for me to get the most and the most important tasks done on a continuing basis, it works best for me to do the tasks pretty-much in their prioritized order. I added one priority, since I do a lot of reading in the evening and a few tasks to remember: “Evening”. Here is a screen shot of my Manage Priorities window:

The bottom “Priority” is really only a list of my ongoing projects.

Also, I find it helpful to take frequent small breaks, especially if the tasks involve a lot of sitting and reading or writing and computer tasks.

Now if I want to arrange the tasks within a category, most often I use numbers at the head of the Task Name, like “1 Work on novel planning” then “2 Read a fiction writing tech book,” and so on. At any point, when doing this, I can click on “Task Name” at the top of a category to sort these tasks handily. So if I start with my number 1 in the Critical Now priority-category, I am assured i’m working on the most important task for that day. Notice the numbers heading the first three tasks in the screen shot below…

Since I usually have a lot of projects in the works at any given time, I like the “Reminder” function to remind me that I need to schedule and work on a particular task. I like to work on most my current projects some each day. So Swift To-Do List helps me keep that organized so I know what I’m doing and what I need to do next.

Also, I use the “Recurrence” function to have my tasks repeat. This is particularly helpful to me since I have a lot of ongoing tasks that repeat a lot. And, for example, within the Opportunity Now category, I usually use the “Recur after task is completed.” This creates another of the same task for me, for the next day, once I put a checkmark in the little square box at the left of the task, marking it done.

But I also use the Reminder function to pop-up reminders on particularly important tasks within the Critical Now category. My day is usually filled with a number of different things I want to get done, so it’s easy to forget something. The Reminder function prevents my forgetting–unless I choose to!

I set a reminder in this window, chosen from within the Edit Task option:

I can choose any time to the minute, any date.

Then the reminder pops up on my monitor screen (assuming I have Swift To-Do List running in the background and click on its button in the tray when it flashes. As long as I have my speakers on, it get a pleasant little “doorbell” ring to alert me).

At this point I can click the little down arrow at the right of “Snooze (3 hours) at the bottom, and get this…

There’s something really nice about a “Snooze” button for an occasional procrastination!

I’ve started, recently, using the for lists of things and potential projects.

I created a new To-Do List in the Tree called “MEMOS” and then fit each memo under it with a descriptive title, like “Potential Projects” or “Novel Planning Ideas,” etc.

Having these memos at the left in the Tree means I can click and read them quickly when I want to refer to them.

Also, I use the multi-level numbered lists/outlines in notes to expand my ideas in an organized fashion–very handy, and makes a quick scan of any given list quicker.

Summary: Swift To-Do List has a nearly limitless capacity for storing and organizing your to-dos. The Ultimate edition has even more handy features.

If you take the brief time necessary to familiarize yourself with the features, you’ll be able to fit your style of getting things done. I am constantly tweaking my setup a bit here and there. It’s easy, and heck, most of the time it’s fun!

- Bill Polm

Related Posts:

• Swift Mind Freedom released!
• Swift To-Do List Review by Chuck Gallozzi
• Swift To-Do List Review by Darryl Benjamin
• 30-second check: Do you get the maximum from Swift To-Do List?
• Swift To-Do List Review by Elius Levin
• How to murder your productivity

“How I use Swift To-Do List Ultimate” by Bill Polm is a post from: Swift To-Do List Blog

I have been using Swift To-Do List (STDL) daily for 14 months—it has become and continues to be absolutely indispensable in my efforts to overcome the “chaos of the surging, heaving universe”.

I am unable to answer the question “Does God play dice with the universe?” but at least operationally, here on earth, STDL is the tool that gives me the ability to be Master of My Own Universe—the feeling of competency that STDL engenders is simply priceless.

I had previously utilised Zoho, the popular web-based, subscription project management software for 3 years. We both grew together, I in learning its effective use, along with its far faster development, major redesign(s), & its early-but-eventually-sorted-out problems with support, which then often could take up to 3 weeks to get an answer to a query.

However, it got to a point where it technically no longer suited my simple requirements:

I had become a bit like the child who has a pair of shoes that is perhaps just a bit too large. There was no longer a good fit between me and the software.

Armed with the knowledge gained from Zoho, my extensive research enabled me to whittle the shortlist to two, Swift and another popular task management software. Not yet into the world of mobile computing, I was seeking software which was definitely neither web-nor subscription-based, and had good support. And, as time has indicated to me, for the newbie product user the relationship with the developer is crucial, and can even be the deciding factor whether one purchases or continues use of the product or not. Questions of his responsiveness, willingness, degree of openness to suggestion or request, and the oft-neglected consideration of his degree of patience for initial newbie handholding, stumbles & mistakes while striving to learn—the “chemistry” – can not be underestimated. Both STDL and its developer Jiri Novotny have come through with flying colours on all points.

As an independent operator, my requirements are that my task management tool be simple, easy-to-use, provide flexibility for increased or increasing complexity if & when needed—STDL has this in bucket loads.

It allows those who wish to work with the creation of simple lists to fairly complex project management requiring collaboration & greater precision by use of task attributes and the filters. I work somewhere in between.

One feature that I particularly liked about Zoho was its calendar design, while in some ways a little cumbersome, its smallness, flexibility, and its functionality I thought pretty good. To compensate for Swift’s absence of calendar, I utilised – incorrectly – the Find Tasks window to enable me to work across to-do lists and especially across tasks. Yet I had no way to minimise the window, enabling me to readily move to other software & return to the desired to-do list and task–I then made do with judicious use of the filters to assist me.

The result of my long-awaited introduction of the Swift To-Do List calendar feature is joy—it too is small and unobtrusive . It also employs the core functions of the filters through the Find Tasks window–today, tomorrow, as well as essential column actions such as start date, due date, completion, creation, changes dates. Very importantly it can also be minimised, allowing ready movement to other software & return to the desired to-do list and task. This now makes task retrieval and my life much easier. I “reside” daily at the open calendar window, but should this now be not enough, I have found Find Tasks search to be a very good supplement.

Another of Swift’s “small footprint” features that I like is the task-independent memo. While the calendar enables me to see across to-do lists and tasks, giving me the broad picture, the task-independent memo, only a single click away, enables me to “pull together” those tasks which are spread among numerous to-do lists but collectively are components of a project or theme.

The screenshot shows a memo:

There is a lot of software within the task management ‘space’ or market, and I am sure even more since I selected STDL. There are many variables to consider carefully, as I did. I would very highly recommend that you give Swift To Do List a test run — I am sure that like me, you’ll find much that will satisfy.

~ Elius Levin

Related Posts:

• Swift To-Do List Review by Darryl Benjamin
• Swift To-Do List case study by Bob McClellan, IT manager
• Swift To-Do List Review and case study by Sherri Willson
• Swift To-Do List Review by Chuck Gallozzi
• Swift To-Do List Review by Chris
• Swift To-Do List 10 with scheduling calendar released!

Swift To-Do List Review by Elius Levin is a post from: Swift To-Do List Blog

About Sherri: Sherri has been in IT since the 1980′s. She has a strong IT background (Management Information Systems, A+, MCSE, and Computer Forensics). Due to the economic downturn, Sherri lost her corporate job. She accidentally stumbled upon the labeling business through her love for greyhounds by providing return address labels to help promote rescuing retired racing greyhounds. One thing lead to another, and Sherri has created and been running her own successful eCommerce Full Service Graphic Design and Short Run Printing Company, Designer Label Gal, Inc., since 1995.

I have been looking for a solution to help organize my company for the last 3 years. I have been researching, trying, experimenting for a way to organize my life. Spent countless dollars and time trying many “so-called” solutions/programs to help centralize, organize my daily tasks. I stumbled upon Swift To-Do List and within a few days have effectively turned my company around.

I’ve been juggling so much STUFF in my head. No wonder I felt I was going insane.

• I run a small graphic design business
• sell in multiple locations
• plus my personal life!

On average, I receive 100 – 200 daily emails. I was struggling and overwhelmed with organizing/juggling all the inquiries/orders/request for quotes from direct orders, Facebook, Etsy, etc.

When I began using Swift To-Do List, I quickly turned the easy customizable features and turned the program into a way to manage Projects (Project Management), Customer Relationship Management, a Sales tool and much more.

I am impressed and inspired by the commitment Dextronet.com exemplifies. They are 110% committed to customer service. If you have an inquiry – they immediately respond back. If they don’t have the functionality you would like, they seriously look into it and 9 times out of time, place it into their timeline. In the short time I have been using their program; they have had several updates which each time adds a new feature which is easy to learn and makes the product even better. I cannot wait for what the future holds with this company and product.

To give you another example of how easy this program is to use. I have a part time assistant, Hannah. I spent 10 minutes with her explaining what I did and how to use Swift To-Do List. Hannah figured the program out and we both couldn’t believe how powerful and wonderful it was. We have come up with new ideas and ways we could use the program and we can both work simultaneously, I work using their cloud Version, while she works on the desktop version. We are definitely more efficient and can accomplish tasks quicker, faster and more efficiently. Additionally, the on-time timer is an added benefit so we can now see how long projects take so we can more efficiently provide our client with more accurate timelines and price out our products and services with accurate numbers instead of guessing.

I have wasted so much money trying other products. I wish I knew about Swift To-Do List earlier. Swift To-Do List is so perfect. Simple, provides enough customization/flexibility features to make it your own without it taking hours/days/weeks before you figure it out and implement it.

All in all – Designer Label Gal, Inc. is a more profitable and efficient company because of Swift-To-Do List!!!

Thank you, Jiri Novotny and Dextronet.com.

~ Sherri

Related Posts:

• Swift To-Do List case study by Bob McClellan, IT manager
• Swift To-Do List Review by Elius Levin
• Swift To-Do List Review by Darryl Benjamin
• Swift To-Do List Review by Chuck Gallozzi
• Swift To-Do List Review by Chris
• “How I use Swift To-Do List Ultimate” by Bill Polm

Swift To-Do List Review and case study by Sherri Willson is a post from: Swift To-Do List Blog

What Have You Got to Do Today?

- By Chuck Gallozzi

We can hold only 7 or 8 ideas in our mind at a time. Yet, throughout the day countless new ideas occur to us. Each time this happens, we have to discard old ideas to make room for new ones. No wonder we often forget or lose track of some of our best thoughts.

To prevent this from happening, we have to stop trying to commit everything to memory and start writing down our ideas while they are still fresh in our mind. But there is a second problem. As our list of ideas or things to do grows, a brilliant idea or important task can get lost in the clutter.

So, besides recording our ideas, we need to organize them for easy and rapid retrieval. It’s hardly surprising, then, that software developers responded to this need by offering task managers to help us remain in control and not be swept away by the tsunami of things to do.

Seven years ago, software evaluators praised a new entry into the field of task managers, Swift To-Do List. Ever since its introduction, it has led the way for others to follow. And each year, while maintaining its ease of use, it has grown more powerful, helping its users to more easily organize and manage their hectic lives.

The purpose of this article isn’t to delve into Swift To-Do List software at great length. Rather, it is to introduce you to it and whet your appetite to learn more about it. The premise of Swift To-Do List is simple enough. Rather than making a long, unmanageable list, gather related tasks and place them in separate folders.

Take a look at the partial screen shot which appears at the top of page one as an example. Although I have 78 tasks to perform, they are neatly arranged in folders. The folders appear in the narrow window at the left of the screen, and it operates in the same way as Windows Explorer. Returning to the example, the folder labeled TODAY has been selected. The number “8” appearing next to the folder means that it contains 8 tasks, or things to do.

By clicking on the TODAY folder, its contents appear in the large, upper window to the right of the list of folders, which are also called the To-Do List Tree. So, rather than seeing a long, hard to manage list, I just see what needs to be done today, making it easy to focus on what’s important.

Among the 8 tasks I have to do today is one labeled CALL GRANDKIDS. When I click on it, it becomes highlighted and notes about this task appear in the window below the task list. (The notes remind me of some of the subjects I may want to cover when I call them.)

When it comes to creating folders in your To-Do List Tree, you can use any system you are comfortable with. My example is a form of the GTD system, but you may want to use folders labeled NOW, TODAY, THIS WEEK, THIS MONTH, THIS YEAR, SOMEDAY. Or you could just use these four folders: Urgent and Important, Urgent but Unimportant, Not Urgent but Important, Not Urgent and Not Important. You get the idea. With Swift To-Do List, creating your own system is a cinch because of its great flexibility.

When it comes to Swift To-Do List, I haven’t even begun to scratch its surface, for its list of features is staggering. Staggering, yes, but not overwhelming. For after downloading the software, all you need to do is read the Quick Start Guide, and you’ll be up and running in 10 or 15 minutes. After that, you can use the built-in Help Manual to learn one new feature a day. As you do so, you will grow amazed at the power Swift To-Do List puts at your disposal.

For a detailed overview of the software, a list of its many features, screen shots, and a comparison of its different editions, see the Swift To-Do List page. Does the screenshot in my article appear quite a bit different from those at the Swift To-Do List website? That simply attests to the flexibility and many options offered by the program. You will be free to use the default settings or to adjust its settings to your liking. (Remember, I said its list of features is staggering.)

Do you work with a high resolution monitor and hate the tiny fonts that often appear in software packages? With Swift To-Do List that’s not a problem because you will have full control of the font selection and size.

What I love about the software is its clean, uncluttered look. And unlike many other task managers, there is plenty of space to write a long description of the task. And if you were to run out of space, you could add reams more of information in the notes.

Also very attractive is its lightweight design. That is, it doesn’t consume a lot of resources. After working with the program, hit the Escape key and Swift To-Do List, living up to its name, swiftly zips out of the way, hiding in the taskbar. When you need it again, simply hit the keyboard hot key, and it immediately pops into view, awaiting your command.

Finally, you will find Swift To-Do List to be robust and reliable, a friend you can depend on.

Related Posts:

• Swift To-Do List Review by Darryl Benjamin
• Swift To-Do List Review by Elius Levin
• Swift To-Do List Review by Chris
• Swift To-Do List case study by Bob McClellan, IT manager
• “How I use Swift To-Do List Ultimate” by Bill Polm
• Swift To-Do List Review and case study by Sherri Willson

Swift To-Do List Review by Chuck Gallozzi is a post from: Swift To-Do List Blog

Introduction

I remember making my first list when I was about eight years old. The list was in my head, and I constructed it with large roman numerals. The road into adulthood and career led to a constant search for the best technique. Making the jump from typewriter to computer was helpful, but stray items written on odd-shaped scraps of paper continued to multiply like rabbits. Over a number of years I tried over a dozen software packages from Outlook to DynoDex, from DayRunner to Day Timer. They all seemed to do one thing very well, but none of them could do everything.

The following is a quick review of how I was won over by Swift To Do [and how I use it].
-Darryl Benjamin

Searching for the Perfect Task Organizer

PART 1 OF 2: THE BIG PICTURE

There is, of course, no single way to set up an effective task-organization system. Much of your setup is based on personal preference. The following recommendations are driven by a need to get the stuff out of my head into a coherent, flexible form, quickly accessible, and task-oriented. Good software makes our lives are easier to manage.

I discovered Dextronet’s Swift To Do while researching yet-more task-oriented organizational software. There were two words that drew my interest: tree structure.

Tree structure is the convenience of clicking on the arrow to unfold sub-choices. Tasks and Projects alike can be endlessly nested, creating layers of importance and establishing relationships.

Root Level 1

The bottom-most level, or the foundation level, is called the “root level.” Names were chosen by the broadest grouping possible:

You can think of this as the ‘root’ level, since we’re using the tree metaphor. Note that the icon I chose was the number 1, which is large and blue. I liked that it stood out. Swift To Do supplies numbers 0-9. I find the numbers more useful than the picture icons. Nine levels should be enough for most lists.

Next, I created every possible distinctive list I could think of for Level 2:

I found it easy to move tasks around, re-name existing ones, adding and deleting. Delightfully simple and lightning fast and stable.

Note that with each successive level the task-levels grew more specific:

And so on:

To collapse all levels back to the root level:

Hit the “Collapse all tree items” button.

To expand all levels (i.e., to reveal all levels at once):

Hit the “Expand all tree items” button.

This simple system of collapsible and expandable branches allows you to see what you want to see when you need to see it. This helps reduce the overwhelm (read: procrastination) factor. By seeing the big picture it gave me a better idea which task needed my attention next. It’s a more organic approach because it allows you to see a fuller, more holistic picture. In effect, you’ve moved beyond putting out fires.

What about the scraps of paper?

Since I have a number of interests, including travel, reading and movies, I am always getting tips from friends, colleagues and students. A Book of Lists helps me keep track of stuff from the sublime of “Places to Visit” to the everyday of grocery lists:

PART 2 OF 2: A CLOSER LOOK

I wanted to see if the program was friendly to imports from the Web. I visited the NY Time’s list of best books of 2011, figuring, of course, I’ll have time to pick and choose and then maybe even read one or two (it will happen!). At the Times website I clicked on the “print” button of the article, which created a wall-to-wall text image. Then copied all the text and pasted it directly into the “Notes” area in Swift To Do. Then I added color to the word FICTION and highlighted important information:

The Notes feature is indispensible – it quickly enabled me to store relevant information. The proximity to the tree structure and quickness of the refresh made me feel in control, the way a conductor is in control of an orchestra. The conductor can call on any particular instrument or group of instruments to mix and match at will.

I’ve been using Swift To Do for two years now. In that time it’s ushered me painlessly through complex tasks, kept track of vital information, and allowed me to expand my interests. My To Do Lists are exactly where I want them and available instantly when I want them.

This tool is a keeper. It’s the closest I’ve come to a spiritual experience while on the computer.

-Darryl Benjamin

Related Posts:

• Swift To-Do List Review by Elius Levin
• Swift To-Do List Review by Chuck Gallozzi
• Swift To-Do List case study by Bob McClellan, IT manager
• Swift To-Do List Review and case study by Sherri Willson
• Swift To-Do List Review by Chris
• “How I use Swift To-Do List Ultimate” by Bill Polm

Swift To-Do List Review by Darryl Benjamin is a post from: Swift To-Do List Blog