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    iPad® Productivity: How to get efficient with your iPad®, Evernote® and GTD®
    iPad® Productivity: How to get efficient with your iPad®, Evernote® and GTD®
    iPad® Productivity: How to get efficient with your iPad®, Evernote® and GTD®
    Ebook119 pages1 hour

    iPad® Productivity: How to get efficient with your iPad®, Evernote® and GTD®

    By Christopher Lee

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    About this ebook

    You have your iPad, now what? You could continue to use your tablet as an excellent web surfing tool. You could also use it to play one of the many, many games out on the App Store. Or, you could simply turn it over to your spouse or your kid(s) for their enjoyment. I suggest a different path, a path that will keep your iPad in your own hands, at work...a path that will put you on a road towards increased productivity!

    What follows are some of the apps and processes that have helped me on my own productivity journey. Please give some or all of them a try and let me know how they may have helped you!

    Here are some of the topics that I will cover:
    1. iOS 8
    2. OmniFocus on the iPad
    3. Evernote on the iPad
    4. Notetaking including handwriting recognition
    5. PDF Processing
    6. Workflow automation
    7. Tips and Tricks
    8. Microsoft Office for the iPad
    9. GTD on the iPad
    10. And much more...

    Through the above topics and much more this book will show you how to transform your personal workflow with the iPad.

    LanguageEnglish
    PublisherChristopher Lee
    Release dateAug 1, 2012
    ISBN9781476306643
    iPad® Productivity: How to get efficient with your iPad®, Evernote® and GTD®
    Author

    Christopher Lee

    I am a healthcare administrator interested in being productive. I believe that the combination of a tablet (iPad 2 currently) and a smartphone can drastically improve how we do work without adding much complexity. The “how” of accomplishing this productivity is the focus of my blog: tabletproductive.com. The reason I focus on productivity is so I have more time to do the things I truly love, like being with my family and riding my bike. My obsession with bikes and bike racing (cyclocross in particular) could be a whole other blog....but, I digress. Otherwise, I love technology...especially technology that creates value rather than being simple toys. I am sometimes saddened by co-workers wielding their iPads only to have then sit idle in meetings while they take notes on paper or view emails on their old smart phones. In fact, I have seen people carrying an iPad only to have their assistant print a copy of their Outlook Calendar on a daily basis; comfortable habits and processes die slowly. I write about how to accelerate the grieving process!

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      Book preview

      iPad® Productivity - Christopher Lee

      Prologue

      You have your iPad, now what? You could continue to use your tablet as an excellent web surfing tool. You could also use it to play one of the many, many games out on the App Store. Or, you could simply turn it over to your spouse or your kid(s) for their enjoyment. I suggest a different path, a path that will keep your iPad in your hands, at work…a path that will put you on the road towards increased productivity!

      What follows are some of the apps and processes that have helped me on my productivity journey. Please give some or all of them a try and let me know how they may have helped you!

      Happy tapping and swiping!

      back to top

      ~~~~

      Chapter 1 - Introduction

      I hate paper. I run a healthcare joint venture between a large healthcare system and a home-based care innovator. Given that this is a new venture in a dramatically changing healthcare landscape, I attend, conduct and document lots and lots of meetings across many different settings. All of these meetings and committees generate a whole lot of mail, emails, and other assorted scraps. And somehow, a lot of this paper ends up on my desk or clogging my inbox. What to do?

      Over the years, I have tried many different products and processes to get a handle on paper and email. The biggest progress I ever made towards simplification was when I jumped into Getting Things Done® (GTD) with both feet. My journey began with the initial step of purging stuff I did not need and organizing the stuff I did in a logical filing system. I had attained a certain peace in my organization.

      Along with this peace I attained a certain amount of email enlightenment utilizing very simple email folders like @file, @waiting and @someday. Using these contexts/folders, I can process my inbox at my desk or on my iPhone.

      So, in the days before the iPad I really was able to get a handle on the paper and email. The problem was that the paper was stuck in my office, and the email was stuck in Outlook. The other problem I had was the paper generated from my hand-written notes taken at meetings. These notes are often critical to the work I do and the projects that I lead. I often need to refer to notes at various times of the day in different contexts; whether I am sitting at my desk, another meeting or home.

      And this is the purpose of this book; how the iPad can transform personal workflow. Yes, tools like GTD and other methods like the Pomodoro Technique or Do-It-Tomorrow are necessary because just throwing technology at an inefficient process cannot fix the original crappy workflow. However, I honestly believe that any professional can transform their personal productivity with a little (or a lot) organizational re-design and a tablet (and maybe a smartphone of course).

      Check out this post by Seth Godin...it puts what I am writing about in perspective. I want to be that geek wielding an iPad. I just hate to see a co-worker going through the trouble of carrying an iPad while also juggling pens, legal pads, loose-leaf binders, sticky notes and file folders when all they really need is the tablet (and a smartphone).

      To start, I believe that productivity on the iPad has four distinct categories.

      (1) Collect

      (2) Process

      (3) Organize

      (4) Review

      Yes, each of these categories maps directly to the first four of the Five Stages of Mastering Workflow in the Getting Things Done System by David Allen. If you are trying to re-define your entire productivity system, I would strongly suggest you order a copy of David’s excellent book Getting Things Done. However, the topic of this e-book is not to re-hash what David has already written. The topic is to describe how the iPad can fit any productivity system...even a lack of one. The iPad is a tool that can help you organize with as little busy-time paper-filing effort possible!

      For every app or process I describe below there are numerous apps and processes that I omitted from this e-book. Consider this e-book as a starting point in your productivity experiment. Try the suggestions I make here and then branch out on your own with new apps and processes. I only hope that this book provides you enough confidence to strike out on your iPad-guided journey!

      But before I jump into the specifics of apps, workflows and settings let's start with some easy first steps to starting you on your iPad productivity journey. Transitioning your work to the iPad is complicated and sometimes overwhelming for some. What follows are some ideas that should help jumpstart your iPad Productivity Journey.

      back to top

      ~~~~

      Chapter 2 - Quick Start Guide

      I have come to a revelation that most people have no idea how to use their iPads for things other than surfing the internet. Regular readers of my blog are the exception of course. I know this for two reasons. First, most professionals do not have the time to sit down and master their surprisingly simple yet truly complicated devices. And two, the iPad is a very different user experience than the PC (or Mac) most everyone uses for work. What follows is a brief list of suggested places to start on your iPad for taking notes, tracking tasks, handling documents and interacting with PDF’s.

      NOTES

      The first step in getting efficient on your iPad is to get comfortable taking notes. My recommended option for new iPad people is Apple Notes. First, Notes syncs with your iCloud account. Second, Notes is very quick and conceptually (and visually) similar to using a legal pad. Once you complete a note, you can email it to yourself for further processing. Or, you could keep your notes on your iPad and then access them from iCloud from your computers.

      For those already comfortable with Apple Notes, the best solution for taking and storing notes is Evernote. Mastering Evernote requires setup on all your devices and presumes that your IT department has not blocked your ability to install Evernote on your work computer. The other reason to use Evernote

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