Un-Kinking Entourage: An Introduction
Do you want to manage your tasks and open-loops/projects easily and automatically? Do you want the ease of use of Kinkless GTD with the reliability of a commercial application? Well, so did I. This is what prompted me to finally settle on transforming Microsoft Entourage into the ultimate personal productivity system. This is the first entry in the series, so read along, and keep coming back to find out how you can work Entourage to your best advantage.
I started out with the Getting Things Done methodology about two years ago. I was working through graduate school, as was my wife (she still is, I’ve got my degree), and I was swimming in too many things to do and not enough time to do it. Prompted by the numerous enthusiastic reports of David Allen’s book on some blogs I frequented, I jumped on the bandwagon. I read the book, loved the approach, and have been valiantly striving to become a ninja-grade practitioner of GTD ever since.
But see, I’m an efficiency wonk, and a major geek, so I couldn’t just do GTD, I had to find a system that would let me do GTD better! I tried some note taking software, index cards, notepads, outliners, wikis and full blown web applications of all sorts. I’m a geek and a productivity/efficiency wonk, so I was happy to do it.
Finally, after months of experimentation and getting on and then falling off the GTD wagon, I became a Kinkless GTD (KGTD) user.
Kinkless GTD has much to offer. Because it has the incomparable OmniOutliner Pro, It’s efficient, easy on the eyes, quick to enter data, and very extensible since it’s entirely comprised of AppleScripts. As a user, I spent no small amount of time extending what KGTD could do, and making it work better with Apple’s Mail program, export contextual tasks to my iPod, and more.
But as I fiddled and toyed with the system, I became disenchanted. While the base KGTD outline worked great, its interface with the rest of my workflow was, for lack of a better word, broken. This wasn’t Kinkless’ fault at all! The problems were resident in iCal’s poor handling of date stamps, thus rendering Palm synchronization (Clie sync, in my case) useless. Mail’s AppleScript dictionary, while robust, is broken, and renders many common tasks entirely impossible, including such necessities as linking an email to a task in a fashion that will withstand moving the email from one folder to another.
And as for Kinkless itself, it was just AppleScript, and that was a failing. If I forgot to press “Sync” in the toolbar every day, it didn’t update. If I marked a task with a date in one place, it might get another date from another location in the document. KGTD is good, but it isn’t bulletproof, and worrying about whether my task and project lists (the lifeblood of my peace of mind) would survive the next Sync was not contributing to a mind like water. And isn’t that the whole point of the GTD methodology?
So, I went back to the drawing board, but more knowledgeable about what I wanted or needed from a task manager. I came up with a simple list of requirements:
Easy and ubiquitous entry of new information via LaunchBar, Quicksilver, or darn near anything else. I am hopeless addicted to the “Send to KGTD” syntax (which I extended in my own scripts), and I simply could not live without it.
Able to categorize my tasks based on two axes: Context and Projects. While The David may be content with a separate project and task list, having the ability to view my tasks both by context and by project cuts half an hour out of my review process.
Integration with email. I have set up a GMail account which creates tasks. If I’m away from my computer, I can send it a task, and it pops right into my task list. (Thanks to the Mail to KGTD script.) Same goes for an email that requires action; I want to send it to my task inbox or to a project, not let it clutter up my inbox.
Portability, on either an iPod or my Clie. I need to have my tasks with me when I’m out and about. Then I can take use of those precious ten minutes of slack time when I arrive early for a meeting, and can take a couple calls. Furthermore, on the portable device, context must be maintained, or else I’ll be swimming in tasks.
As I looked over this list, I thought of software that could handle it. There were the usual crop of wikis and other hacks. There was the excellent Ruby on Rails application, Tracks. There was even one fellow who hacked GTD into his GMail account. But none of these had all the key features I was looking for.
And then I thought, “Why not Microsoft Entourage?”
Why Entourage? Well, because it handles categories as well as projects, thus keeping everything nicely in line. It also has a phenomenal AppleScript dictionary, which was well up to the task of replicating the Send to KGTD functionality I craved.
As I poked around in Entourage’s inner workings, I found that the program, bolstered by recent updates, had even more to offer. It is Spotlight searchable; it shares its schedule and contacts with Apple’s Address Book and iCal programs, thus enabling me to keep using other programs that rely on those data-stores; it syncs effortlessly with my Clie, maintaining categories with aplomb (and there’s tools to sync to the iPod as well); and its use of custom views and categories makes it easy to slice its information into just what I want to see at any particular time – the ultimate goal of the context-based GTD system.
Entourage also has its warts, it’s true. Its Project Center appears to be the answer to all of a GTD user’s dreams – a single repository for emails, tasks, files and notes related to a given responsibility – but it’s kind of kludgy in some ways, especially when it comes to creating projects. (A three step wizard is the only way.) But then, couldn’t I AppleScript a way around that limitation?
It turns out that I could, and I have started to do so. The results have been incredible. I have full confidence in my system and am spending less time than ever fidding with its workings. While I’m certainly spending some time scripting and extending the functionality of my system, the basics are all built right into Entourage, and are therefore well supported by everything else that supports Entourage.
So, for the next few days, I’ll be posting a series of blog posts, and putting up a few scripts (in early beta, at best, but don’t worry, none will harm your data — I made damn sure of that!), about how you can Un-Kink Entourage (a homage to Kinkless GTD, I assure you, and not poking fun), and turn it into a superb storehouse for your actions and open loops and even for the other random files which end up getting in the way.
This is all built on 10+ years of AppleScripting know-how, a deep appreciation for the finer points of organization, and a firm desire to put the best of Kinkless GTD into a more robust and automatic system. I welcome your comments and questions throughout, and will try to answer them directly in the comments section, but may keep some as grist for additional articles in this series.
And yes, I know, The David has his own guide to implementing GTD in Microsoft Entourage. But his costs $10 and mine’s free and comes with oodles of software. (Now might also be a good time to mention that I’m not associated with David Allen, the Getting Things Done book or concept, or anything else — I’m just an enthusiastic user.)
If you’re feeling adventurous, dust off that copy of Entourage, update it to the latest version, and join me on this wild ride to turn the corporate behemoth into a lovely and efficient task manager.
Next article in this series: Un-Kinking Entourage Part 1: The Basics
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I’m eager to see this as
I’m eager to see this as I’ve admired the work you’ve done on the kGTD scripts. I have Entourage on my computer but I don’t use it (Mail.app and iCal) - I wonder if your system assumes the program as the main mail and scheduling application. I guess I’ll find out soon!
Looking forward to your scripts
Hi Nik - I’m really glad to hear you are doing this. I did check out the $10 paper on Entourage integration from Davidco, and am starting to make the transition from kGTD as well.
For me it started when we got a server upgrade at work that enabled me to use Entourage, but that I couldn’t get to work with Mail.app. My employer only officially supports Entourage (in addition to Outlook.) I was seriously bummed by that, because I also had been using Mail ActOn to create hotkeys for quick filing of my email. It was SO cool to hit a two-key combination to move messages to my project support folder for a given project, and it helped me get my inbox to empty every day.
I’m glad to see Davidco has some tips for making Entourage work, but if you are developing some scripts, that’s even better. And if you somehow could create some functionality like Mail ActOn http://www.indev.ca/MailActOn.html I’d love it.
I really like the idea of being able to get completely integrated in Entourage, and if you can help take some of the klunkiness out of it I will be most appreciative.
Yes, you do need Growl
Sorry, I should have mentioned that. You do, indeed, need Growl for the import script (and for some of the other scripts). Apologies for not calling attention to that.
Growl.info appears to be up from my end.
Thank you, thank you, thank you!
Hi Nik, I have been following you for quite some time now and I’m glad that I’m not alone. I am just like you, with the exception that I’m not an AppleScript programmer.
When I moved from the PC world to Mac I found myself just like you. Trying to find the best application to implement GTD. I have tried everything, EVERYTHING. I even keep a whole list of GTD applications on my del.icio.us account.
My last attemp was with KGTD and quit 3 days ago after using it for about 6 months for exactly the same reasons you mention here and went back to Entourage (for the 4th time!). I’m really looking forward for your scripts, tools, tips and ideas.
And if you include a “Donate” button, I will be the first one to click on it :-)
Cheers! Francisco Bricio Guadalajara, Mexico
Re: Thank you, thank you, thank you!
I’m glad you find it useful.
If you want to donate, there’s a donate link in the right hand column. Once I get enough donations to purchase a copy of Script Debugger, I’ll be taking it down.
Project virgin
I have been reading your Entourage project work. I am extremely interested in using Entourage to manage a degree programme I am due to start in October. I am computer literate, but will admit some of your discussions on contexts etc have baffled me. I think I understand the concept of your improving Entourage’s inner workings with these scripts. However, I would like some advice on basic project managemnet prior to intergrating your scripts please. My degree programme is a 4 year joint honours masters. I will be studying 3 subjects for the 1st two years, and am desperate to find a tool that will aid me in managing my time efficiently. I am a mature student (43) and am taking a life gamble by quitting my career, I therefore wish to approach this new adventure as if it were my job, i.e a project. I am a person whon needs to see visuals, colour and distinct paths when I have to multi-task. So my question is should I treat each subject as an individual project or the whole degree programme as one project? The weekly calendar, I feel, would be of huge help to me but I am in need of advice on how this can be best displayed, I feel it necessary to see everything in its entirity yet visually easy to use and interogate, update, alter, develop etc. I would be most grateful to anyone who can guide this project virgin on the road of mastery. Thank you, regards Andy.
Re: Project virgin
I would recommend reading David Allen’s “Getting Things Done” and “Ready for Anything.” That’s a darn good start.
I would actually recommend that each ASSIGNMENT be its own project, perhaps with an overarching project of the whole class to contain misc. tasks that get put in there (one-step type tasks).
You are’t prioritizing based on class, after all, but based on assignment.
I also recommend regular and diligent review of everything you’re doing. Do a quick review once or twice a day, and a lengthy review once a week. That, alone, will keep you on track.
What are you working on is NOT a software problem, it’s a matter of getting yourself into a mode where you can juggle more responsibilities and deadlines at once. You may want to push your whole life (personal, academic and professional) into the same system for just this reason. Then you will be in ONE mode for executing your responsibilities, and won’t have to switch “modes” between school, home and work.
You may want to read 43folders.com for more inspiration on this sort of thing, as it has numerous links to other sites covering personal productivity. But truly, read those two books FIRST and see what you think.
Project Virgin
Thank you for your reply. I have on order David Allen’s GTD book, and am looking forward to reading it. On completion of reading it I may get back to you, to ensure I set up my projects correctly, if that is ok? Two points to help my head get around things firstly, should I be downoading the scripts you have in part 1 - 4? And once I have, where should I be putting them or attaching them to? As I get a “Choose application” box asking; “Where is GrowHelperapp.app”, this threw me a little. Secondly, would all these seperate assignments and allocated time etc be able to be displayed on a calendar and printed off? This is the sort of thing that I know would certainly aid my time management. Once again thank you for your help and time and I really am looking forward to setting this up and using it as effectively as possible.
Andy
Re: Project Virgin
Andy, as noted in the instructions, you must install the Growl notification manager for the scripts to work.
As for your specific needs to track assignments, etc., you’ll have to find what works best for you. Entourage prints adequately, but it may not be exactly what you’re looking for.
You may want to look at Task List, Assignment Planner and Schoolhouse, each of which is designed especially for students.
And again, don’t fall into the trap of thinking this is a technology problem. Trust me, it isn’t. I switch task management programs a few times a year (I get bored and want to try something new), but my process remains the same. The process is what’s key, and when it breaks down, so does your management of your time and priorities.
On the Internet and did not write this!
Thank you! This is not usually!
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