Why putting tasks in your calendar is like driving nails with a wrench

Posted by on Jun 23, 2011 in Featured | 11 comments

Why putting tasks in your calendar is like driving nails with a wrench

If you want to be less productive, narrow your perspective and increase your stress level, there’s one surefire way of doing it: manage your tasks poorly. Such as using your calendar to keep track of them. Millions do it every day, and are blissfully unaware of the side effects. It’s time for the madness to stop.

 

One. Hundred. And. Thirty.

 

Walk into any office anywhere in the world, and chances are you’ll find someone using their calendar for task management. The most terrifying example I’ve come across to date was a female higher-up whom, in the course of a two-hour quarterly review had her Outlook calendar reminder window pop up no less than five times during a presentation to remind her of various tasks that required her attention. Not only did this break up her flow, but also revealed an even uglier truth: she had more than 130 items in her reminder list. One. Hundred. And. Thirty.

 

Fate, however, intervened rather amusingly in the shape of her colleague whom – out of annoyance and without realizing the extent of his actions – clicked the ‘Dismiss all’ button while the higher-up was making a quick phone break. Needless to say, she was rather displeased when she found out what had happened – after all, you should never mess with someone’s task list, regardless of its location.

 

Tasks are not necessarily appointments, but appointments are tasks

 

There’s a good reason tasks shouldn’t be in a calendar: they’re not appointments. It’s no wonder people confuse the two, however, as they share many traits. Both, in their own way, represent units of work, which people are inclined to keep in a system of some sort – preferably one that will in some way remind you of actually doing them. In varying degrees, they’re also time sensitive in the sense that they require action at a certain point in time, and both of them take a certain amount of time to complete.

 

What this means is that tasks are not necessarily appointments, but appointments are indeed tasks. An appointment requires you to be at a certain place at a certain time for a certain length, optionally with certain people present in order to get something done. It’s a coordinated effort, and something that needs to be executed. A task, on the other hand, is something you can execute upon beyond these strictly confined boundaries, and we’re about to explore just why calendars are the wrong tool to manage them efficiently.

 

But… I put tasks in my calendar and it works just fine!

 

Perhaps – and perhaps not. Allow me to illustrate this with two examples, the first in which tasks are just dumped indiscriminately into the typical half-hour slots offered by popular calendar software such as Microsoft Outlook or Lotus Notes. They’re now recorded in a system; you can to a certain extent indicate their duration and deadline, and you can even shuffle them around visually to achieve some sense of priority – which, in fact, is a shortcoming of many task management applications. Thus far, all is well.

 

On average, though, a work week clocks in at around 40 hours – which gives you 80 half hour slots. If you have zero appointments, that is. Assuming at least one meeting per day at a length of one hour, you’re suddenly down to 70 slots. Most people who have the sense to break projects down into tasks and tasks into manageable pieces and make sure to list recurring tasks to avoid having to remember them have at least 50 tasks running at any given point. The higher-up I mentioned had 130. What do you think happens when you try to cram all of that into a weekly, or even monthly calendar view where entries often are truncated?

 

An often-hilarious productivity equivalent of a beginner’s course in line dancing: a whole lot of shuffling around and everyone bumping into another as they go, that’s what. Well, hilarious for the observer, at least.

 

A modern workplace is one where priorities change and interruptions run rampant, leading to a vicious circle where tasks are shuffled and postponed en masse, numbing the relationship between a person and one of their most valuable resources: time. Some people try to avoid this by compressing tasks into projects, or by leaving out “unimportant” tasks – which means the task of holding the information that’s left out is now relegated to… their brains. One word: ouch.

 

In the other example, tasks are meticulously inserted in to a calendar based upon their priority and allotted a certain time for completion. This creates a rigid schedule which tends to cause friction in workplaces where priorities change and interruptions run rampant (oh wait, that’s just about everywhere), and takes more than a little time to manage. This method is often attempted by those who realize that they’re living proof of exhibit one and realize improvements are in order, only for them to return as the rigidity-induced friction mounts to a climax.

 

What both methods have in common is that they clog up ones calendar, making it difficult to get a realistic overview of what amount of time is actually available for executing tasks. Worse yet, though, is the insidious manner in which ones focus is pulled in the direction of how much time is spent on executing something rather than how well it is executed – thus favouring efficiency over effect.

 

Why we actually put tasks in our calendars, and what actually works

 

The psychology behind why we place tasks in a calendar is deceivingly simple: we either think we’re clever, or we’re lazy. Clever because by putting everything in one view sounds like a logical way to gain perspective; lazy because we don’t explore other alternatives. Both are akin to driving in a nail with a wrench: it works, but if you – after one month of doing this – finally find the time to stop by the hardware store to ask if there’s a better tool, you’ll end up going home with a hammer… that you’ll be using to smack yourself in the head with.

 

The right way to handle tasks is also deceivingly simple, even though a first glance at any advanced task manager will scare the living daylight out of you. It’s a bit like with Word: at first, you use three of the buttons, and the rest are just for show until you get the hang of things. Here are some quick guidelines, though:

 

  • You need to be able to set start and due dates as well as reminders
  • You need to be able to create hierarchies to order tasks and subtasks in a manner which makes sense to you, such as projects for when you’re in a meeting that revolves around one
  • You need to be able to “tag” and sort tasks by contexts that make sense to you, such as @Errand for when you’re going out and want a quick rundown of errands from different projects
  • You need to be able to create a prioritized queue of tasks, either semi-automatically or in a wholly manual fashion to exploit your gut feeling about what needs to be done first
  • You need to be able to attach notes to tasks so as to get reference information out of your head
  • You need to be able to trust its backup solution 100%, or your brain will refuse to fully relinquish control – thus spending resources remembering instead of doing
  • Preferably, it should synchronize with your mobile device so it’s always on hand if you need to write something down or look something up

 

If you have no former experience with a task manager, the best way to get to grips with this is to try a piece of software so you can get a feel for the general principles. One of these will suffice nicely:

 

 

Lastly, there is one way that your calendar and your tasks can do the tango: by blocking out time slots in your calendar for working on your task list uninterrupted. If you’re prone to interruptions, this can be especially helpful for focusing when you’re working on your most important tasks – and if I may make a suggestion, it would be to block out a window in the morning for those. 60 to 90 minutes will do nicely; then let the mayhem of everyday life ensue.

  • Jørn Kippersund

    Thanks a lot for a great blog!

    I completely agree in keeping tasks out of the calendar in the way you describe above. However, when using my inbox as my task manager (works brilliant, method described as Inbox control) as I do, I need a feeding-source that can deliever e-mails to my inbox at the time when I need them. This should certainly be reservered strictly for tasks that cannot be solved at the moment, or are solved better at that actual time. It should not be procrastination in disguise.
    To make tasks appear in my inbox at the time I prefer, I use a calendar in google calandar I call “Memo-calendar” where I create events with e-mail reminders. Pop-up reminders are unsecure and should never be used.

    This memo-calendar is not visible on my smartphone. It only runs in the background to provide me with this task-feed. My regular calendar deals with where I am supposed to be at different times, is of course visible on my phone.

    I have written about “calendar control” on my norwegian blog: http://innbokskontroll.wordpress.com/2011/11/14/kalenderkontroll/

    • http://www.simplicitypost.com Jørgen Sundgot

      Clever solution with the “Memo-calendar”, Jørn – can I ask how you prioritize the tasks in your Inbox which aren’t time sensitive?

      Also, do you consider pop-up reminders to be unsecure because of their tendency to show up on your desktop/smartphone and announce their contents to whomever might be watching, or are there other reasons as well?

      • Jørn Kippersund

        All tasks in my inbox are handled, one way or another. The task connected to an e-mail is often “delete” or “file for reference”. I try to work after the pipeline-principle (first in, first out). I never set different priorities to tasks like “high”, “medium” or “low”. It’s either “must be handled” or just “delete immediately”. I do have a category called “some day maybe”. However, I know that tasks put in that category are basically doomed. I can only put tasks there if I truly accept that they may be gone forever. All tasks are of course not equally important. This is being reflected in how much time and energy I spend on each task. Important tasks get more energy in the handling-process than unimportant ones. But every single task is handled.

        • http://www.simplicitypost.com Jørgen Sundgot

          It sounds like we work in much the same way then, except that we use different tools – you do it via the Inbox, I do it via a task manager. Also, we differ slighly on the use of the @Someday principle; I effectively use it to keep my task list at a manageable level and regularly review and prune both to make sure I feel connected to not only the short term of what I do but also the long term.

          I’m sure this could also be handled in a more systematical fashion as you describe, but for me this is the solution that feels most ‘right’ for the time being.

          Fortunately, different people require different solutions – otherwise this whole productivity thing would be an utterly boring topic :)

      • Jørn Kippersund

        When I consider pop-up reminders to be insecure, I mean in the sense that they may slip-away. The pop-up is an interruption that annoys you and you click on to remove while you are doing something else. 

        For me, only the inbox is secure. No tasks slip away from there unless I actively remove it.

        • http://www.simplicitypost.com Jørgen Sundgot

          Ah – I get your point, and if I were using a similar system would agree with you as well. Personally, however, I use a dedicated task manager and not my Inbox for handling my task load, and as such a reminder is merely that to me in that the task stays in my manager in much the same manner something remains in your Inbox until it’s handled.

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  • http://tonychung.ca/ Tony Chung

    Jørgen, thanks for posting the link to this post in the G5-GTD webinar chat. I totally agree with your reasons for not using calendars to track tasks. I wonder if Evernote will ever add date triggers to their application, since I am always working on multiple device platforms. I can’t say “I am only a Mac,  (or PC)” because I recognize the strengths of both. 

    • http://www.simplicitypost.com Jørgen Sundgot

      Well, it certainly would make life easier for those using Evernote for GTD if they added date reminders – or perhaps someone could make a fully fledged plugin that would work seamlessly (I know Nozbe has something going on but haven’t tried it myself yet).

      Alternatively, you could use something other than Evernote to manage your tasks, like I do, but if you’re on OSX my preference (MyLifeOrganized) unfortunately doesn’t offer support for that platform just yet.

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  • http://www.mytidylife.com/ Emily

    Jørgen, you hit the nail on the head with this post ;) I think there is a 3rd psychological reason people place tasks in a calendar: Fear. For many people, the calendar is the only organizational tool they trust themselves to check on a daily basis; maybe even the only organizational tool they’ve ever known. Putting tasks anywhere else would feel like releasing them into the abyss, “out of sight, out of mind.” It’s the same reason why people let paper clutter accumulate on their desks and have a fear of filing: the papers themselves are serving as the reminders to handle the tasks they represent. Making the shift to using a task manager is crucial, but until people develop the new habit to check it constantly and trust themselves to do so, I often see them relying on the calendar as a crutch. I love the strategy you mentioned of blocking out time to “work on task list.”  It leaves just enough flexibility. In terms of online tools, I used RTM for 2 years and highly recommend it. Now I use Toodledo and am happy with it. I would suggest Wunderlist as a nice introductory task manager for people who aren’t used to creating lists or categorizing things.  It lacks many features but if its beautiful interface can convert people from using a calendar to using a task manager, that counts as a “win.” Thanks again and keep up the great writing!

    • http://www.simplicitypost.com Jørgen Sundgot

      Thanks for a great comment, Emily – I fully agree with you on the point that fear makes it difficult for us to rely on anything other than a familiar and proven system for managing things that are important to us, whatever they may be.

      As you say, the calendar is the only task management tool many people know, and combined with our brain falsely advertising its unlimited storage and instant recall it’s difficult for people to switch to using a task manager.

      I can easily get behind your recommendation to try out Wunderlist as an introductory task manager – it’s a great tool that I use myself, and is available for a multitude of platforms which makes it easy to get to (which is a crucial component of getting used to a task manager).

      Also, RTM appeals to me in many ways, but I rely heavily on the ubiquitous capture functionality offered by my task manager of choice – MyLifeOrganized. I can input something nearly as fast as I can concentrate on remembering it, which for me is incredibly valuable.

      So glad you enjoyed the post.

  • http://www.daytimer.com/ Jeff Doubek, Day-Timer

    The last paragraph offers a valuable tip: time boxing your tasks. If you set apart a few “power hours” during your day to which you can dedicate your top tasks, you will maintain flexibility yet find time to focus on what’s truly important.

    Great post Jørgen!