Task Management

For the past few years I have been trying to find the perfect solution for task management. I try to follow the Getting Things Done model for organizing my “stuff”. Even before I followed GTD I tried different tools for task management. For years that simply meant using the built in task functions in Outlook. When I switched to a Mac I continued to use Outlook for about a year or so for mail and tasks since I wasn’t comforatable enough with iCal, Address Book, and Mail. By 10.3 or so I switched over and began using iCal for task management. iCal is a good calendar program, but it isn’t so hot for tasks (in my opinion). I used it since it was what worked when syncing my Treo’s. I wanted to have the categories stay intact so I had problems with Entourage. That left me stuck with iCal. I tried Market Circles’s Daylite for a while. In the version 1.x days or even the early 3.x days it wasn’t the best with syncing with the Palm so I used it on and off again but I always ended up back with iCal. It wasn’t the best solution, but it was the one that worked for most of the basic functions. When Daylite 3.5/3.6 came out last summer with Sync Services support I switched back to Daylite. I had problems with my computer that forced me again back to iCal. By the time I got my iphone I knew I needed to find a new solution for task management, since the iphone didn’t support iCal tasks. Daylite is coming out with an iphone product that looked perfect, and there were a few other products out there that did similar functions, but my new job threw a kink in my plans. See next paragraph!

During this entire time using a Mac based program was not an issue since the two companies that I worked at didn’t care if I used my own Macbook. My boss at Partsearch at one point allowed my tech team to buy Mac’s when we wanted to. He even got one. My current job however requires me to use a windows PC exclusively. This poses a problem for me. If I used a desktop program to manage tasks I would have to choose between data I can only access at work or via my work laptop or data that I can access only at home or via a PDA. Neither option was appealing to me. For the first 3 weeks at my new job I was using outlook for work tasks, and continued to use iCal for personal ones. It was becoming apparent that I needed to take the plunge and choose one. I couldn’t decide! Then I remembered I signed up for Hiveminder. It is a web based task tool by Best Practical. They are the guys that make Request Tracker, a favorite issue tracking tool I have used at a few companies. I started using that site for my new tasks. It was an ok experience. I had some issues with the usability of the site so I wasn’t sure if I would continue using it.

The overall idea of a web based tool did have my curiosity. In the past I had discounted a web based tool since I wanted a full featured client. Now I needed the flexibility of accessing my data anywhere. I went to Lifehacker to see what reviews they had for web based task management or GTD tools. I found a few that looked promising. That was when I came accross Remember The Milk. I remembered reading reviews about RTM a while ago, and every review was positive. So after signing up and playing with 2 or 3 other services I signed up for an account with RTM. It has only been a few days, but I have all my active tasks in RTM. So far I have found it to offer most of what I am looking for. I can have lists, tags, due dates, & reminders. It has a good search function. Adding of notes isn’t so hard. It also has a quick entry for for tasks (Hiveminder’s is better, but you can’t have everything). I also like that I can access an iPhone optimized version of the site. It isn’t an offline client, but it is close enough. I can also view (unfortunately not edit) my tasks in iCal. I just downloaded the gmail plugin for RTM that allows me to manage my tasks in my Google Apps account. That looks very promising also. The other major feature I love is the offline mode thanks to Google Gears. If I had any doubt that I would be trying this service for a while it went out the window with the offline mode option.

Remember The Milk

For now I am exploring what I can do with RTM. As it stands now task management is now another function I can perform via a web app, and not an installed application. More about that in a later post.

So why am I rambling on for paragraphs about task management? There are a few tools (hardware or software) that I live and die by. Managing tasks is one of those critical tools and I have been in limbo for ages with mediocre options (Daylite excluded, it rocked but I was never 100% right for my situation). With Remember The Milk, it looks like I have a great tool, and I have options with how I access it. I like that. I know I am fickle. In two weeks I might be writing about some fatal flaw I found in this service that makes it not right for me, but for now this is the way to go for me!