Kanban With Evernote: A Household Example

In my previous article Setting Up Kanban With Evernote I wrote about a simple setup for Kanban using Evernote.

In that article I didn’t give all the details on how you can eventually use such a setup and how it really looks like. In this article I will go a little further and give an example with screenshots and I will share that notebook for public viewing.

For the examples I will use the Evernote web interface, but you can also do this with the desktop or mobile clients.

Assumptions

The workflow consists of the following states (represented by tags):

  • todo
  • doing
  • done

This household consists of three people (represented by tags):

  • John
  • Mary
  • Junior

To make it even a little bit more interesting, I will introduce some “areas of responsibility”, also represented by tags:

  • Cleaning
  • Payments
  • Shopping

Why not make it even a bit more interesting and add some contexts borrowed from David Allen’s GTD. A context can be a location or a tool you need to accomplish the task (in fact a context can be much more than just that, but I keep it simple for this example):

  • @Hardware Store
  • @Supermarket
  • @Home
  • @Computer

Your setup will look like this:

Setup tags

Note that I put the tags in groups of tags. This is not necessary, I did it just for illustration purposes to make things clearer.

Workflow

As mentioned before, the workflow is simple in this case and a task will go through the following states, in the order specified:

  1. todo
  2. doing
  3. done

Creating tasks

You can enter a new task by simply creating a new note and give it a title of the thing that needs to be done. You assign it the todo tag and possibly the tag of the person that needs to do it if known upfront and a context tag if you know upfront where you need to do it or what tool you need.

The following example shows “Buy bread”, which is assigned the following tags:

  • todo
  • @Supermarket
  • Shopping

Entering a task

As you can see, you still need to buy the bread, you need to do it at the supermarket and the area of responsibility is shopping. Anyone can do it, you haven’t assigned someone special to do it.

Now enter some other tasks. I will not give all the details here in the text, but you will be able to see them in the next screenshot:

Tasks in snippet view

However, to have a better overview in the web client, choose the View Options in the notes and show them as a list. This will immediately show the tags assigned to the notes as well, as can be seen below:

Tasks in list view

But you can see that if you have long tag names, not all tags may show, for example with Buy hammer, you don’t see the todo tag. I haven’t been able to change the width of the columns in the web interface, but there are other alternatives that I will address later.

Doing tasks: changing the tags

When someone in the household is ready to start a task, it involves merely changing the notes tags.

When John picks up the Pay bills task, the todo flag is removed from the note and it will be assigned the doing tag. When the task is done, the doing tag is removed and replaced with the done tag.

The Buy bread task hadn’t been assigned a specific person upfront, so anyone in the household can do it. If Mary would decide to do so, she would assign her own tag Mary to it and change the todo tag into doing.

More advanced views

You can use Evernote’s standard features to have more control over your workflow, by filtering the notes on one or more specific tags.

Let’s assume that John finished paying the bills and that Mary is buying the bread. Filtering on the todo tag will now show only the following tasks:

  1. Buy hammer
  2. Do homework for school
  3. Clean shower in bathroom

Remaining todo

Likewise, when you filter on the doing tag, it will show only the Buy bread task:

Tasks in progress

And when you filter on the done tag, you would only see the Pay bills tasks (not shown here).

Suppose one of the members in the household wants to see which tasks remain todo and are assigned to him/her or are not assigned to someone specific (i.e. just something that is available). This makes a very valid use case. Let’s say Mary want to see this.

The filter for this is easy to setup and will show todo tasks not assigned to John or Junior (i.e. assigned to Mary or to no one):

  • Notebook:“Household Kanban”
  • Tag:todo
  • -Tag:John
  • -Tag:Junior

Remaining tasks that Mary can decide to do

As these types of filters will be often used, it is recommended to store them as a Saved Search in Evernote, so that you can easily apply them again without have to write it from scratch.

Saved search

Conclusion

This is just a simple setup, but gives enough hints for further extension and other applications.

I have shared the notebook for this setup publicly for viewing only. This means that you won’t be able to create, modify or delete notes/tasks. This notebook will remain shared until the end of March 2012.

It is shared via the following public URL: http://www.evernote.com/pub/estrenuo/householdkanban

One more thing

Want to have a “real” Kanban board like view? Try something like the following… ;–)

Using multiple browsers for a Kanban board view

Setting Up Kanban With Evernote

This article describes how you can use Evernote to setup a simple, yet easy to use Kanban “system” to manage your projects, workflows and tasks using (shared) notebooks, tags and notes. For optimal use at least one premium subscriber evernote account is needed.

Evernote was not intended to be used for this, so there are some drawbacks of course. The most important drawback is that you will be missing the typical visual representation of a Kanban board, with its vertical lanes that represent a state in the workflow.

What is Kanban?

Kanban, very simply put, is a way to manage and optimize workflow. It was originally invented by Toyota for their manufacturing, but nowadays it is also applied to software development and other kinds processes such as household tasks.

For more details, just google on Kanban or use Wikipedia as a starting point to learn more about it. I strongly you suggest you do some initial reading on this, so that you can easily understand the rest of the article and see the benefit of a setup using Evernote.

Minimalistic setup in Evernote

The most minimalistic setup is just for one person. This can be a free account, but in that case the normal limitations apply. With a free account you can only attach PDF’s and images to a note. With a premium subscriber account you can also attach Word document and basically any other type of attachment. PDF’s will be searchable and even text in images is searchable.

What do you need?

You need the following:

  • an evernote account (free or premium)
  • a single (synchronized) notebook
  • tags to represent stages in the workflow, such as for example:
    • todo
    • doing
    • done
  • notes representing tasks (these are the Kanban cards)

The setup described will work with any modern browser. You can also use any of the evernote desktop clients (Mac/Windows) or one of the mobile apps (iPhone, Android, BlackBerry, Windows Phone).

Note that a synchronized notebook is not the same as a shared notebook. A synchronized notebook created in one of the desktops clients syncs with your online evernote account. With the desktop client you can also create local notebooks however. These notebooks are not synced with your online evernote account and will not be accessible with a browser or one of the mobile apps.

How does it work?

The notebook you create basically represents the Kanban board, but without the same visual representation of it. It is the placeholder for your notes that represent the Kanban cards, where each note/card represents a task or any kind of item that you want it to represent, as long as it fits within the Kanban way of working.

Once you created the notebook, you can start adding notes that represent your tasks, such as:

  • buy bread
  • bring out the trash
  • clean garage

Each of these notes will be assigned one or more tags. In the example tags given above, a task can only have one tag, because the states of the workflow are mutually exclusive.

Initially, assuming you aren’t doing any of those tasks yet, all these notes will be tagged with todo. When you then decide to take up a task, you change the note, remove the todo tag and assign it the doing tag. And when you’re done, well, you remove the doing tag and assign it the done flag. After a while, you can decide to remove the notes that have the done tag as you may not want to keep those forever.

Based on your tags, you can easily see in which state a particular note is and when it may be ready to be pulled into the next state of your workflow.

That’s it!

A more advanced setup: other people in the game

Setting up a Kanban approach just for you is nice, but could be a bit of overkill. It is very useful however when more people come into play. In case of the household related tasks given earlier, it might be that other people in your household/family add new tasks or do them. So how would you do that?

One “shared” account

The most simple setup here is by using just one evernote account that is shared by the other people in your household. They all know the account user name and password. You just create an extra set of tags representing the names of your household/family members, for example:

  • John
  • Mary
  • Junior

When you create a new task note, you assign it both the todo and one of the name tags if you already know upfront who is supposed to do it. But you can also leave it “blank”, i.e. you don’t assign a name tag to it, meaning that anyone can do it. In that case, if someone picks it up to do it, he/she would remove the todo tag and assign it the doing tag and his/her name tag, for example John.

Sounds easy, doesn’t it?

However, there are situations where you don’t want the other people to use your account. You may have other notebooks in your account that you don’t want other people peeking into, not even when they are your family members. Even if there is nothing confidential, there is always the risk that another member deletes notes or changes them just for fun (you don’t here me laughing however).

But there is an alternative to that, just read on…

One premium subscriber account and multiple other accounts

In this case each person involved needs his/her own evernote account, but one of them needs to be a premium subscriber. The reason for this is that only a premium subscriber account can share a notebook with individuals that are able to create, modify or delete notes in that shared notebook. A free account can only share a notebook for viewing, which is not what you want in this case.

So how does this work?

The premium subscriber account needs to create a notebook as normal and then share it with individuals. Basic information on how to share a notebook from the desktop client of Evernote can be found here.

When you want to share a notebook from the desktop client, right click on it and choose to share it. You will be presented with the following screen (or something similar): Sharing Notebooks

Now choose Share with individuals and enter the email addresses of the persons you want to share the notebook with.

Don’t forget to check the Modify this notebook setting and Require log in to Evernote setting: Settings shared notebook

The invited people will receive an email with a link to the shared notebook, which they can either access online with a browser or integrate within the desktop client. Note that if you want to access this shared notebook with one of the mobile apps that you need to integrate it first in the desktop and sync, otherwise it won’t show up. Further details are left up to the reader to find out.

That’s all!

Additional thoughts

The above more advanced setup can of course be further extended. If you are working within a software development team, you could think of the following:

  • Using multiple shared notebooks to represent different teams
  • Using multiple shared notebooks to represent different projects (not recommended, see next item)
  • Using tags to identify a project
  • Using especially tagged notes to describe the projects, tagged with charter
  • Using tags for bug, incident, release, feature, story etc. (yes, the hint to Scrum is intentional ;–))
  • Adding comments in the body of a note to describe whatever you like
  • Attach files to notes with additional information
  • Create saved searches to quickly filter on specific tags
  • Create “template” notes for specific entries that are often needed, pre-tagged

Shortcomings

The above setup still has a lot of shortcomings:

  • You don’t get a nice visual representation of the Kanban board
  • It’s a manual process to set the tags (and ownership of a task)
  • In fact it is all manual…
  • No other advanced features that some of the online tools have to offer

Another shortcoming is that there are a lot of companies that have their firewall block access to Evernote (and other cloud-based storage services such as Dropbox).

Advanced alternatives

If you need something more advanced, take a look at the following online services:

Or look at this article which lists 15 tools for Kanban.

The Art Of Delegation

One of the possibilities in the GTD workflow is to delegate an action if there is someone more up to the task than you are, for whatever reason.

However, delegation isn’t always as simple as it looks. Why? I have assembled a few things that I’ve encountered. Please leave your comments if you recognize these or better, if you’ve come across things I haven’t listed. Of course suggestions for improvement are more than welcome as well.

Here is the list of reasons why delegation may be difficult:
– you don’t want to delegate at all, because you can do it better, at least you think you can
– the person you delegate to may think different than you about being the “better” one to handle the action
– the delegated action may not be part of the responsibilities or job description of the person you delegate to
– your “waiting for” list may become very very large and difficult to follow up
– delegating an action to your manager may feel inappropriate
– delegating an action to your peers may feel inappropriate

As you can see, these are just a few of the issues you may encounter when delegating actions. But I’m pretty sure that some of these are recognizable.

A few tips to handle these issues:
– you may be wrong in thinking you are the best to handle it
– keep a clear and current “waiting for” list with all delegated actions
– talk to the persons you delegate to in person of by phone; are they the right ones?
– follow up as much as needed to get your projects going

Any comments or suggestions are much appreciated.

GTD, NLP and the 7 Habits of Highly Effective People

Lately I have been reading (or listening to audio books) about GTD, NLP and the Seven Habits of Highly Effective People. GTD is the Getting Things Done methodology (or systematic approach) as promoted by David Allen. The Seven Habits… is written by Stephen R. Covey and NLP stands for Neuro Linguistic Programming.

NLP is promoted by a lot of different people, such as Anthony Robbins, but also Frank Bruining and many more. Now let me be clear. I’m into GTD, have some notions of NLP and am not even half way in reading/listening the Seven Habits. But I am no expert at all in all these different areas.

Different? Really? That is exactly what strikes me at the moment. There are so many similarities, so much overlap between each of these.

So is it just the same with another name? Each with a little twist around it to justify the different name? Or is it just a confirmation that the basics of each of these topics is really the same and that we can’t ignore it? Please let me know your thoughts on this. I don’t have an answer yet and maybe never will, but at least I will continue to read and listen and post more on this in the future.

Stuff in your head

Do you know that feeling that you can’t sleep because of all the stuff
that keeps popping up in your head? It’s happening to me right now.
Most of the time you’re probably thinking of the same thing over and
over again in that case.

So how do you get rid of these thoughts and go back to your well
deserved night’s rest? One solution could be to actually take action
on what you’re thinking about.

But in true GTD (Gettings Things Done) style, just write it down
somewhere as a reminder for later and toss it in your inbox.

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