Tools I use – Drafts for simultanuous input capture

My simultanuous capture use case

As the head of a small internal audit shop, I deal with a lot of inputs. These can be operational, such as notes of interviews or testing remarks. They can also be administrative in nature, such as meeting notes or notes I take during training. All in all, quite a few different inputs.

How I used to manage these inputs

Pen and paper. Really, I've always liked the feel of a pen on a piece of paper. For some purposes, such as writing longer articles, I still pretend to do just that, with my bamboo stylus. If you are interested in that workflow, read this article.

However, turnaround on other inputs became too long. I wrote, then I wrote the notes on my computer ... because in a small audit shop, you don't have the luxury of handing your notes off to a secretary. You do it yourself.

The intermediate scenario

There are a lot of text editors out there, both on Mac ans iOS. I tried quite a few of them, but they never were truly ubiquitous like pen and paper can be. I was too involved in the tool to be fully engaged in the content I was trying to capture. That, of course, is a problem.

What I needed was a tool that allowed me to capture without thinking about layout and other aspects, and with an easy way to export to any of my other tools.

I ended up with a combination of a language and a tool.

My solution: Drafts and Markdown

Agile Tortoise has developed an iOS app called Drafts. It has become my go-to application on my iOS devices for taking notes on anything and everything I'm hearing and thinking about. Let me illustrate:

Last week, I was attending an IIA course in Brussels (the IIA, for non auditors, is the Institute for Internal Auditors, a brother- and sisterhood of internal auditors. We even have jokes.) on auditing project management. The course was taught by two excellent teachers. As always, I was working at a couple of levels. I was listening and taking notes on the content of the course. I was at the same time listening and taking notes on the impact of what was said on an audit we are currently executing ... and I was on occasion thinking about to do's which had nothing to do with the class.

Now, let's take a couple of steps backwards. There I am sitting, thinking about multiple things at the same time. I believe I'm not an outlier. Thinking multiple thoughts, following multiple threads in our heads at the same time is rather human.

However, I used to let a good deal of this thinking go to waste. I thought good, sometimes even great thoughts, I tried to remember to remember them ... and I lost them. When I started noting stuff down on paper, I lost the papers. When I started using Moleskines, I was afraid to write in them, because of the cost and because of the nice-ness, and when I started using iOS tools I could not combine and note taking on a training or an interview with note taking on other thoughts and putting to do's on my to do list.

Enter Drafts

Drafts is a note taking tool which allows me to send notes to multiple applications on my iOS device. Its export facilities are amazing, and growing with every release. Luckily, you can reduce the number of export possibilities visible, to configure the app to work just as you like it. If you look at the screenshot below, you will see I can 'share', export to Twitter or app.net, put something in my agenda, write an SMS, write a formatted email ... and this is a curated list, adapted to my specific needs.

Drafts' most important export functions to me are however, its possibility to append text to a running file on dropbox called Journal.txt and its export facility to Omnifocus, my task management software. Let's visit my use case again:

I'm in the course, listening to what is being told by the lecturer. I follow the slide presentation on the handouts. I started my note taking session by entering the Textexpander Touch shortcuts for date and time, so the running file I'll be exporting to on dropbox has a record of when I started entering information. Whenever I feel I have finished a thought, I send the text to the file in dropbox it's appended from. Journal.txt, which resides in my Dropbox Drafts folder, which resides under the App folder, holds a record of all the thoughts I feel I still need to put somewhere. They are 'stuff', but 'stuff' in the GTD manner of speaking, which is already somewhere where I will visit it later.

All of a sudden, I think of something I need to discuss with my team. I enter the thought and send it to Omnifocus. In 2 seconds the quick entry box is filled with the idea I wrote down in Drafts, with the second and third line of my entry filling in the notes section. This sits in my Omnifocus inbox, waiting for me to process it.

Then, based on what the lecturer said, I suddenly think of a test to add to the workprogram we are developing. I start writing out the thought in Drafts, I use Draft's extended iOS keyboard to put (Workprogram) between brackets, and send it to the Journal.txt document. I could have sent it to another application I have installed, such as Byword, but that would open Byword and I don't have the time to write a full set of workprogram instructions right now.

Using Markdown

Drafts supports Markdown, providing you with one of the best extended iOS keyboards I've seen for this purpose. This allows me to write formatted documents as well, for example if I want to write an email with some formatting. It also allows me to send texts with basic markdown formats to the journal.txt file from where I can go and find it to work on it in Sublime Text.

Conclusion

If capturing multiple inputs at the same time is your challenge, and you are interested in working with plain text applications or are capable of working in Markdown, Drafts is the best solution available to you today.

Drafts export options

Drafts export options

Better capture, processing and next action organization

I’ve been using mind mapping in combination with with OmniFocus for better capture, processing and next action execution. Let me tell you a bit on how I got there.

My brain is chaos

Sometimes, I have chaos for a brain. I’m not kidding. In the past, this has led to those well known and recognized moments of quiet, significant desperation and the feeling of impeding doom and trepidation as deadlines approached. I hope at least some of you have on occasion felt the sudden realization hit that you completely forgot about one crucial aspect which will be discussed by your boss, peers or colleagues that very same day. That one element that you needed to contribute, and forgot about.

Now, that’s the kind of situation I really wanted to avoid. So I did all the required reading. I started with the 7 Habits. Interesting, but I missed the bullet list telling me what to do. What can I say, I’m an operationally minded guy. I read Getting Things Done, even became a paying member of GTD Connect, and reaped some of the benefits, although I really didn’t use it enough. I filled Moleskine after Moleskine, and still things slipped through the cracks.

The breakthrough

Then I discovered mind mapping. And started to understand some of the power of a tool like OmniFocus.

The capture list - visual thinking applied

Now, I’m a very visual thinker. I think in images. Mind mapping has always helped me to formulate thoughts and ideas. I use it even to blog. Most of my blog posts, even this one, have been at least partly mind mapped before I start to write. Developing my capture list in a mind map was a revelation. Note I call this a capture list, not a next action list. My capture list is about exactly that: capturing.

What I do in this mind map is true brain dumping. The free format works for me. Free thinking about stuff I need to do or deal with, or even not but that is still on my mind. I feed it with notes I have taken when I was not in the opportunity to work on the mind map directly during the day. These notes are in my trusted Moleskines. Hey, I spent the money on them, better use them. So if it doesn’t go directly on the mind map, it goes in the Mokeskine.

Oh, by the way, I use the GTD completion checklist as an important weekly backstop to make sure I haven’t forgotten anything. It’s an excellent tool, and this way it does not get in my way.

OPML as a transition to OmniFocus

After I have done the capture phase, and I try to do this at least every three days (equivalent of twice a week), I open the entire mind map, which I have saved in OPML format, on my Mac. This is still a bit labor intensive but it does the trick on making me focus on processing, I highlight the words/characters of the topic of the mind map, usually at the end of the branch since I find the basis for my capture activity there.

Using services, I can then easily export this to OmniFocus’ inbox or even in a specific context or a folder. Now, and this is an important bit, using the services, I need to rewrite the OmniFocus entry. This is processing as I decide at that moment what I aim to do with this entry. I have the freedom to decide at that point whether I want to file this away for later or even discard it. It is an approach that focuses me on my decisions to define next actions on stuff, as David Allen calls it.

Tools

In terms of tools, I already mentioned OmniFocus. A great tool, I just wish there was a way to work with it in Windows as my most important client uses that platform rather than OS X. The mindmapping I do, I do in Mindnode Pro on Mac and iThoughts HD on my iPad. I save the mind map in OPML on my Dropbox account so I can retrieve the latest version from whatever device I am working on.

There you go. I just wanted to share what works for me.