GTD® Weekly Review - Episode #219 of CloudFocus Weekly

Machine transcript generated in 2026 from the episode audio (Whisper speech-to-text with automatic speaker separation). Speaker labels are automatic and may be wrong in places. Timestamps shown every few minutes.

00:10 Jason Atwood: This is the 2019th episode of CloudFocus Weekly for the third week of July 2015. This episode is titled GTD Weekly Review. CloudFocus Weekly is brought to you by... Specializing in Salesforce implementations consulting and force.com development search for Arkus AR S on their exchange and read what to say about us. I'm your host Jason. I would enjoin me is the co-host co-leader and Can't think of else to say else and co Justin or DJ Justin Nelson Justin.

Justin Edelstein: I don't I think the last week I was still getting over my month long illness. I'm free of disease.. as far as I know. Sorry, I'm just thinking STD is a micro really? As far as I know I'm good. Yeah, so yeah, doing good, excited about our GTD weekly review. a that the and for a. next week. For those that are interested, hang on tight because it's going to

Jason Atwood: Unlike those unalcoholic beer beverage beverage,

Justin Edelstein: The only All of the dairy from here to- wherever. Cheese! There's a lot of cheese curds on, on that train. Oh, a lot of.

Jason Atwood: We did have some cheese curds. I do. not me! of the So, but they're just insane.

03:33 Justin Edelstein: The two of them together. And they just, it's called food news. Okay. With Julia Lippmann and Dave Jacob. And together I think they're just hysterical. It doesn't really matter what they're talking about. They're talking about food, right? For all 15 minutes, just crazy food news. And they're just insane. The two of them together. And it's kind of funny where like they have a timer and it starts 15 minutes and then at the 10 minute mark 10 minutes remaining Five minutes remaining one minute remaining and then a countdown from 10 and they're like sort of always like taste testing something at the end And they just did they just all right.

Jason Atwood: See you next week You do have a eclectic mix of podcast, I mean everything from Game of Thrones podcast to food to sports. Tack and sports. We listened to Tack though. He was more like fantasy football. That's probably in the regular season.

Justin Edelstein: Not now. Right. They're useless now. I like pop culture stuff too. Right. Some Tack posts. I have a, anyway,

Jason Atwood: But I'm actually the make one New to Arkus is our new theory because now that people's pictures are so prevalent on the blogs, we're actually going to talk about, except for one person. That person will never be named. Not even if there's a fire. But Sylvia Cabral, two weeks ago, wrote Ideas from Arkus employees in need of votes. So as you know, we are, everybody, this was. Yes, I said it was ideas from ArcGIS boys that need a vote. So it's app exchange, app exchange ideas that have not turned into something and need votes, just an interesting need the votes. We are all pretty big idea exchange. We actually keep a sheet here at ArcGIS where we list all of ours, although some people throw in others, which is not really the purpose of it, but whatever,

Justin Edelstein: Throw in lots of others. Anything I've ever voted on that I feel like needs vote. That is the total.

Jason Atwood: That is the absolute purpose of that sheet. are you gonna curse next week what's your we use because we had 30,000 licenses we used to go wow if we could get all of our people vote we could get every every feature we want turned into something because 30,000 votes

Justin Edelstein: Yeah it's kind of like a point it does it does help so why don't we just I mean you can name yours and I'll name mine and then everybody else think I'm

06:36 Jason Atwood: Together everybody else go to blog that are www.morgzinc.com So there is in Salesforce a standard merge tool for merging accounts and say, what?

Justin Edelstein: Yeah.

Jason Atwood: And it's on the, the accounts tab accounts home tab down there in the tools. Yes. It says merge and you, you go in and it's a search when you first get there and it says merge what, and you then type in the name. Now, if you have, ABC carpets and ABC carpets and you type in ABC carpets and hit go it will find both ABC carpets magic Yeah, but it will find carpets comma ABC ooh fail It won't find even anything where they have to like start with the same set of letters start So even if you said carpets, yeah, it's not good. It will not find them. Oh, so So, so the search is really bad. It's obviously based on some other because the real top level search would do it and find them.

Jason Atwood: So it's something that they should. So I said, search entire account name with merge tool. So if you typed in carpets, you would get back both ABC carp Carpets, Carpets Inc, and Carpets, ABC,

Justin Edelstein: Which you don't get back today. That's mine, 110 points, please vote. So we now have... Better technology for this built onto the platform with the duplicate prevention yet And they didn't decide take it and put it into other Parts of the platform right because the technology exists with global search and with the due prevention there is fuzzy logic there Interesting okay, so I My idea that needs some love, it only has 110 points. Same amount as yours, 110 points. I don't think there's a coincidence there. Let's see. I have more now. maybe since this blog post went up there. There have been hundreds. Oh, 50,000. So mine's called. Oh, that's good. I'll take a look at mine. So mine is called. Mine's 120 now. Only one vote. So. Create a permission set from a profile.

Justin Edelstein: I'm looking at the people who voted seven, eight, nine, nine of our entire company. So here's what I wanted. I wanted the ability to create a permission set from a profile. So you have this profile and you basically want to. give out all the permissions that are within that profile to a user who has a different profile. And instead of creating a permission set from scratch or creating a hybrid profile of the two, which I wouldn't recommend really had to, I would really just want to press a button and all a profile is under the covers is a permission set anyway. create a permission set from it. So the use case is that I have a customer service group that requires their own profile. I have another set of users that requires customer service functionality, but additionally require some other functionality.

09:36 Justin Edelstein: Ideally, I'd have the profile for the customer service user, I'd have a profile for the customer service user, and then hit the clone to-to-to-permission-mission-set button and assign that permission set to the second set of users. It'd be just so much easier. No, that'd be good. Because creating, actually creating a profile has the, you can still use the old interface. Right. Not the, the like new UI, which is used for permission sets. The one that we turn off. The one that I always turn off. The enhanced one. I turn the enhancement off. Yes. Sorry for those of you who I know. It's just not. that. who built well. I mean, it's supposed to be easier to understand because everything's grouped. It is easier to understand because it's grouped, but it's harder to work with.

Justin Edelstein: Like I want everything in one screen and just be able to pound through and check and uncheck boxes. So creating a permission set, if it's a big permission set, like a permission set clone from a profile would be. It's a timely like that takes a lot of time. There's a lot of effort in there. So I want to be able to do it right from the profile. So that's my idea. Go vote. Find it. It's called create a permission set from a profile You can also just the link

Jason Atwood: Is here on the blog post or just go from Go to blog.archaecocynx.com and read the ideas from Arca's and Poi's. There's a couple more in there that need some votes too. By Sylvia Cabral. Now, the other trick on the website now is that when you see their name at the top next to their pretty picture, you can click on it and then it'll show you all of the content that they've written. You sure can. So you can go look at everybody's blogging all the way back. Speaking of new bloggers. Yeah. Was I? You were. Bye. entering in the race for it with her first blog post. Amy Buchafaro. Yes, you thought I was gonna mess up her last name. And I probably did. But she hasn't listened to the podcast either. I feel like she does.

Jason Atwood: I think she does, damn it. She wrote her first blog post called Getting Ready for Go with marketing automation and Salesforce. And this one is about basic, not really sort of a comparison or just sort of if you're setting up to get ready for doing marketing animation and that's using either the Salesforce products of marketing cloud or, or per dot or, or exact target per dot inside the marketing cloud or just You know,

Justin Edelstein: The other this is product agnostic. She mentioned it and we say Salesforce. It's not that product. But I'm saying it's more of like product agnostic from the standpoint of rolling out a marketing automation tool that is integrated with Salesforce. Right.

Jason Atwood: If everybody hasn't stopped listening, write that. Anyway, the idea is to think about those of you who are out there who haven't done marking automation, it's not quite like doing CRM. There's some aspects to it, but there's also some things you need to get in line, you need to think about in in advance, as far as I might have thought about, you wouldn't. It's less about just sort of give me data and I'll stuff it. it in Salesforce and call it a day. It's a lot of thinking from the business side.

12:42 Justin Edelstein: And it's a- I would argue so is CRM, but okay.

Jason Atwood: Well, but CRM is very well defined. Marking animation is not as well defined as a function. It means a lot of things. So it can mean I want to send some emails, but it also can mean I want to set to set up, you know, a customer life history path of automation and triggering and stuff like that, which is very different and you have to think through a lot of the scenarios. So anyway, it's a good blog post. I'd say go read it. It's not really something we can pick, but it's actually very long. I think, Amy. We didn't give Amy the... A blog post should only be X-passed, but she puts in a lot of good information.

Justin Edelstein: Worth a read. Totally worth a read. Where can you find her on Twitter? You can find her at, ifitfloats... I'm just saying.

Jason Atwood: If it floats. Which is in reference, I think. She says it on a thing, but I think she has some sort of connection to some sort of floating. Boats. Boats. She does. Yes. So there's a thing to it. It's something that, you know. Floats. Yes. If it floats.

Justin Edelstein: IF IT floats. If it floats your boat.

Jason Atwood: Yes. She also posts a lot of Salesforce stuff as well. Okay. Great. Let's get to our topic du jour. Should we let's leave this to the last let's put this other item. I'm gonna drop it down to the end You want to do that last? Maybe we talk about next time. No. Yes, must be announced now.

Justin Edelstein: Okay, we'll do it last time thing. Oh, let's do it now then Dreamforce 15 concert, spin food fans.

Jason Atwood: Oh my god. I'm so so let's let's recap Justin's favorite experience at Dreamforce was the food players contacts on the first 20 way a Concert ever and you're excited to have them go again and I saw them all night And you saw him last night. Did you say,

Justin Edelstein: Dreamforce, Dreamforce 15? I did tweet that I was preparing for Dreamforce by going to a Foo Fighters concert. Did you wear your Dreamforce t-shirt to the Foo Fighters concert? the No, I was just wearing a regular old t-shirt, but I did buy a t-shirt at the concert. and I'm wearing it today.

Jason Atwood: So you're wearing the t-shirt of a concert you went to last night?

Justin Edelstein: Pretty cool. It says Queens, New York on it. It says Foo Fighters. Nice. Pretty cool. It's a nice looking tee. Alright, so big news.

Jason Atwood: Strange that they're you know recap or repulling in old bands, but yeah, I bet that they were This is a little later than

Justin Edelstein: They normally announce it and I think the reason why is because Dave role has this broken leg situation going on. Yes, and You know at the concert last night. They built him little side note. I'm thinking he'll be able to walk by the time Dreamforce rolls around, but well, he couldn't last night. He couldn't put any weight on his leg. And he, they built him a throne of ease, like the game of thrones. Like they built him like an iron throne made of a thousand swords. Yes. And it like moves up and back the stage. like forwards and backwards and it's got the special chair on it that the he can just sit in and play his guitar and sing And it's got you know light situation going on a special. Well, if you saw this chair, you know, it was special It's not a regular old.

16:03 Justin Edelstein: I actually don't want him to be okay because I want to see the special chair Well, you're not going to keep your streak of never going to a dream force concert alive eight concerts in a row you'll be missing out because foo is fun Foo is fun.

Jason Atwood: Foo Man Choo is fun. All right. I'm going to pull up my Dreamforce history here.

Justin Edelstein: Of who the bands were. And I say all the way back. I feel like the first one that you went to was like in excess or something. Does that sound right?

Jason Atwood: Yeah. Where's my Dreamforce history? I have a Dreamforce history. Sorry. Sorry.

Justin Edelstein: So how far into our into our 60 minutes. We talked about the weekly review or what? Now people downloaded and now it's like that's it.

Jason Atwood: All right. So here's what I'd like to hear. So I want to kick this off. You want to do letting me know like what we're doing now during the podcast.

Justin Edelstein: You know, I knew what we were doing. You didn't really give me the whole question.

Jason Atwood: Well, I'm asking you. I'm not gonna put you on the spot and say, do it like the last time in the interview of me. Right, because that wouldn't be fair. Although I think I can do it. You could probably do it. I've actually asked the question. But what I did is, so what I want to say is this is probably the best follow up to one we did in April 5th of 2013 called GTD. Called Getting Things Done. So it's episode 132. It's a special episode. Special episodes are first I think. Maybe second.

Justin Edelstein: It was a special episode where I just interviewed you for an hour I think. An hour and something.

Jason Atwood: 89 minutes and 32 seconds. Wow.

Justin Edelstein: You could talk about GTD. I could. So, I actually listened to it the other day. Did you like what you heard?, I did.

Jason Atwood: It was fascinating to listen to. It was engaging. It was interesting. It was interesting to hear you trying to wrangle me in and trying to get me to be be a good interviewee as opposed to just Spouting knowledge which is what I was doing. It's okay. Yeah, you'd be like, well, wait, we're gonna get to that I'd be like, well, I'd be on on and off on different paths

Justin Edelstein: Maybe I wasn't being in a good interview. It was good ramble. Just let the ramble. It was good So I'm we're not gonna talk about GTD.

Jason Atwood: We're not no, we're gonna do basic I'm gonna do the you know top line because that podcast is still it's evergreen. That podcast is exactly the way it should listen to.

Justin Edelstein: It tells about our history tells about great things we talk. Can I ask you a hard question about GTD before we get to weekly review that'll lead us into weekly review? Sure.

Jason Atwood: Is this from your is is this from your bandwagon days bandwagon days? I don't even know what that means going on.

Justin Edelstein: I'm always on and off but what's your hard question? All right. This is a really hard question. So if you were to only, you asked this in the podcast.

Jason Atwood: Oh, okay. You asked this in the podcast from two years ago. What did I ask? What is the one thing in GTD that you would do as the most important thing?

Justin Edelstein: This is akin to that, but not quite the same. Okay, well, I'm giving it to you just so you don't make this stick. If you were to prioritize. one of these two things. I was having this conversation with somebody. Can we explain GTD first first FreeBSD first and then you can ask that question? Well, I thought you just told him to go listen to something from two years ago.

19:11 Jason Atwood: Yeah, but I just want to say with it. So it's a productivity methodology made by David Allen 16 years ago. He just put a new book. It's a very much has a lot of different pieces to it. It's very widely adopted has a huge falling on the interwebs. And as not only something that has changed my life and others around me, but is also new practice here at Arkus, like it is an Arkus principle. So go ahead.

Justin Edelstein: Mind like water now. Yes. Okay. Yes. So if you were to prioritize one of these two core tenants of GTD.

Jason Atwood: One over the other. One over the other. Okay. I've already done this. First is the podcast. Weekly review. I already did this in the podcast. You asked the question here. So I just listened to this. You asked the question, what is the most... if you could take one thing away from GDC, what would I ask them? That's not what I asked them. I know, but then I said, it's ubiquitous capture. And not having a second close. Because you're like, I think weekly review is very, very important. And I said, but nothing works without ubiquitous capture. All right. So we just answered the question. All right. I see it as a chicken egg scenario, but... No, because you can't do... You can't catch if you're not capturing things in your life. You have nothing to review.

Justin Edelstein: It's great. It's not even chicken It's like you have to learn to review them. What's the point of capturing them? No, you need to have even people who anyway, whatever Okay, I'll give you an example. I don't even care Let's get to your like little questions here. We were talking about the. The weekly review Right. So the week review is one of the core principles of

Jason Atwood: Or methodologies within the methodology of getting things done It is meant to be, and I'm now reading my questions of things I should ask, it is something meant to be done weekly. It is meant to be, as a lot of things, there's capture, there's organize, there's do, and week review, and review is part of the, you know, one of the big tenets. And the idea is that you take some time once a week, you set aside time. Very important. Set aside time that you kind of go through your life. You kind of go through all the things that are on your plate, all of your projects and projects in GTD are anything from ModaLon to implement CRM. And you go through it and you... Basically go through to make sure everything is up to date.

Jason Atwood: Is there anything that I haven't done? Is there anything that I should be doing? Is there anything that I forgot? There's anything I need to follow up and yet the the power trip of it is you're supposed to be capturing all the stuff that comes up in your head and putting it into your system, right? So it could be a piece of software like OmniFocus or it could be lists, you know on paper And you're reviewing it all and you're making sure that you've, if you have your entire set of things on your plate that is no longer in your head, the head can do things like have great ideas, you're reviewing it once a week to make sure that everything's up to date. And it is one of those things that I think it is a core, core tenant.

22:11 Jason Atwood: I think it's black belt though. And I said this in the podcast, so I'm not going to try to repeat myself, but it is something that... I know people are truly getting GTD when they're getting the weekly review and that's why I think it's important to talk about it because There's you could talk about the weekly review a lot because it has so many aspects to it people struggle with it They struggle with doing it weekly. They struggle with the theory they struggle how much they should or should not do and so I think that's the stuff that we should talk about because Are you gonna question me?

Justin Edelstein: I a I was, is that setting aside some time for yourself, but you are, you do have to make sure that you do Make it. It's something that you hold yourself accountable to doing right because otherwise You're letting yourself down and you could be letting other people down because you haven't Reviewed the things that you said you were gonna do And therefore you sort of lose that, that linchpin to the whole system where the things that fall through the cracks, there are no cracks to fall through. Like that's what the weekly review is. It's kind of that, you know, as you're a practicing GCD, you know, you've got this kind of like a, a colander, right? With, holes that are you know So large but then underneath it is this weekly review that has the the one that's really the really small holes to catch all The things that fall through that colony, right?

Justin Edelstein: So it's it's it's quite important to make sure that you go through and take a look and say Oh, I did say that I was gonna do that by this time for this person Let me make sure I do that as to not let them down

25:30 Jason Atwood: I did two, I did two week reviews. Yeah and you used to do them Fridays. Generally for me now. I've gone all over the space now. I've really walked into Saturday, it's Saturday Sunday, so I know I need about an hour and a half I know I generally like to do it at my desk although I can do it anywhere because And so I try to I try to do it. I don't and I think you do it at your desk at home.

Justin Edelstein: I actually don't want to be at my desk. Huh, that's interesting. Why? I don How do I a and you can get caught in a trap of doing during

Jason Atwood: Your

Justin Edelstein: Easily your review can go to I know you need to do that. Just sending off an email.

Jason Atwood: Right. That's where you can use the 2. Can totally use that. So a two minute rule and getting things done is if it can be done in two minutes, it's easier to do it then. And it really should be done in two minutes, not like something you think can be done in two minutes.

Justin Edelstein: And the the a, the the the- a that If you're trying a project status reports, right? I'm reviewing all the things from the project. That's to do with status.

Jason Atwood: That's uncorrect. Well, incorrect. Right. That's incorrect. That's counterintuitive. Well, because intermediary is it gets too much then. I've had people who struggle with, I won't mention their names because we never mention their names on this podcast. I've had people who struggle with weak reviews that are too big. And so if they don't get three or four hours to do them, then they can't do them. So then they kind of fall on this thing of like...I don't know. they've done over the time, they've put so much stuff into the weekly review that the weekly review is just massive and therefore if it's a short day or if they're traveling or if there's something. So I think one of the tips is that your weekly review should be doable in a reasonable amount of time, so that's not three hours, but should My favorite week reviews really are like to start on Saturday.

29:16 Jason Atwood: Morning start. I get coffee. I, relent of my tricks, my tips, I'll throw tips in here in the beginning. I like to start my week review with something that's just easy to do. the cause it makes me feel good to start with the easiest thing in the world. The day I have adopted that. So my one, and I think you maybe put this into yours is I start mude music. Oh no, that's not my first task. My first one is to just start music. Because then I feel like I'm starting my weekly... I literally have just turned on iTunes or turned on the radio or whatever and I'm doing my weekly review.

Justin Edelstein: It makes me feel good. Mine is to tweet that I'm doing my weekly review. There you go. Because now I've... Told the world I'm doing it. So now I have to do it.

Jason Atwood: So that's a good tip. If you're struggling with it, don't make the first thing like, Analyze life goals. Well, that's what some people do. Make the first thing something simple and then build up from that. So actually, it used to be empty wallet was the first thing. But I was like, well, get started on it and then If I'm in this mode for about two and a half, three hours, where I'm like reviewing, but then I get caught in a little thing of doing, and then I go back to reviewing, that's great, because at the end of it, even though it might take me four hours, I look back, and I do get caught in the doing of things, and I'll end up doing things. I I'll water the plants, I'll take the dog for a walk, I'll come back.

Jason Atwood: That's okay, because... I'm getting through it. I also know how to get through it and I'm never gonna get pulled off of it. I've also done them on a plane, right? I've done a week review on, I think you did one the other the other week, didn't you? On the way back? On the way back from Milwaukee, yeah. Right, and you have to cut down what you do. Obviously if you're on a plane sometimes you're on the internet, sometimes you don't have some of the other things you should be doing in your week review. Like some of mine are to empty my inbox, my physical inbox, where I throw things during the week to kind of say, you know, I'll deal with this when my week review. So, you know, it's, you can cut it down, but sometimes that's great too because you're so focused on what's in front of you, right?

Jason Atwood: You don't have the TV and the cat and your wife coming out and whatever. She's going to spin class and you're like, oh, sorry, I'm whatever. I don't know. It's just I'm just making these things up. So I think that's, it's an important thing to make sure that it is something that is both small enough. Both small enough to get done, I would say, within an hour, two hours. Really, you should be able to do an hour. If you're good, you should be able to do an hour. That's not, doesn't mean that, and that's I guess the second tip is, week reviews don't have to be the same. You can have a good one, you can have a quick one, you can have a long one, you can have one that is, I just need to get through it.

Jason Atwood: It doesn't have to be every week you go through the exact same thing. You just have to make sure as you do it, that you at least conquer the massive stuff.

32:17 Justin Edelstein: That's what I was trying to get to about like the colander and then the like the sifter. Like don't let you know things slip through two cracks. Right. To me it's kind of like the backup.

Jason Atwood: And the thing about the week review that's nice is the backup to the week review is...

Justin Edelstein: The next week of you.

Jason Atwood: Well it's true. Have you not found something that you didn't find the week before? And you're like, oh. You might go back two weeks in your calendar and you might go, oh right, oh crud. I found something else. By the way, we're not going to distill all the things you do in your week of you because that's documented fairly well. We're just really going to talk about, you know, tricks and tips and things that we find. All right. Mm-hmm. So we talked about when you did it. You say you do it on Saturday. I try to do it Saturdays.

Justin Edelstein: I mean, always weekend. I can't do it during the week. Tell your Jason story, but how you know I'm doing on my interview.

Jason Atwood: Oh, so you could tweet Jason's doing his week review right now. And how do you know?

Justin Edelstein: Because I get a bunch of emails. the, the best is when I don't. That's how I know that I've been doing my stuff really well is when I don't hear from you so much on like a Saturday or Sunday morning, but back when we worked at the Company that should not be in the city and that won't be named interesting I knew that you were doing your weaker review on Friday morning because I would get into work on Friday morning at like 8 30 in the morning and I'd have about seven or eight emails from you already that morning and I'd be like, oh he must be doing that review thing again You know Like all that thing he keeps telling me about that now he's doing it and he's just crushing me like where's this?

Justin Edelstein: Where's this? Where are you with that? Can you follow up with this person? Why haven't they gotten back to you? Da da da da da I'm like, oh man This is painful. So it definitely keeps you on top of your toes when you know as a culture within the company, like Arkus, if you have the understanding that everyone is going to be doing this and at various levels, not everyone's going to be, you know, black belt ninja level. Everyone's gonna be, you know-, having a context for waiting for and they're gonna look at that every week and be like Oh, I'm waiting for this from this person might not even have a due date. I'm just waiting. Maybe I'll ping them now, right? that kind of thing and and I I find for me personally I know that I'm keeping up with my stuff when I don't have an onslaught of questions from you and the partner that shall remain nameless waiting for me by like Saturday afternoon.

Justin Edelstein: Right. It's like, oh man, there's like a bunch of emails that I now need to answer. I know if I catch those things well in advance that... You guys will just see it and move on, right?

35:26 Jason Atwood: Well, that's, I mean, I'll keep talking about organizationally how, and again, it's I think that we've mastered this as an organization, but it is something we've sort of put in as part of our culture because if you could live in a world like in any kind of world that everybody did this system, this productivity and did the week review, man, things would go easier. because everybody's on top of their stuff's on top of their stuff. The waiting for's I wouldn't almost have to. In fact, with the best people, but where the people who I trust the most, I don't write down their waiting for's. I only use waiting for's for people that I am basically not. I don't trust that they're going to do it. And so I need to write down something to make sure that I remember that they told me they're going to do something so I can get back to them.

Jason Atwood: Basically when and if they don't do it. So, you know, that's my way of kind of keeping my stuff, my end of the bargain is that I'm also not gonna let someone else not do something. You're gonna have to do it. And it's annoying, and you teach a class here at Arkus? I do teach a class at Arkus. You do, called Manji Manager. That's part of the onboarding process. Which is part of onboarding, and it is about. the expectation of your manager. Now it just happens that it's class about me, but it could and hopefully could be extended to other people. You know, if you're that type of manager that you you are capturing, you know, things are going on, I a teach it about you and say, Hey, listen, Justin is going to be on it.

Jason Atwood: If you say you're going to say something in an email that you're going to do. It's not going to slip to the cracks. Don't think that he's not going to remember it. Our systems and the way we do productivity here at Arkus is to not let that stuff. I don't want to do that. So I want everybody to be on top of this stuff. I want to be able to mention something once and if I, you know, here's the tip I'll tell that I can sense that people are getting to GTD. It's the, hey, Roger, we use his name. Hey Roger, could you do X for me? and then, you know, email, text, whatever, slack, whatever the method, chatter, whatever method I give it to him, and then I get back a, sure, when do you need this by?

Jason Atwood: And then I know that he's tracking, right? That means he's tracking that, because he knows that I'm tracking it, right? And if you both know, it just makes things so much smoother. And some of the things they'll slip through, they still slip through, but the slippage is much, much less.

Justin Edelstein: And to glared back, the slippage is much, much less because you're reviewing the things that you you've committed to on a weekly basis. It's the trusted place, right? You throw a bunch of stuff in and you say, all right, I got it. So I'm going to make sure I look at it once a week. It's simplest. dumb it down to its simplest

Jason Atwood: The simplest point I But that seems so sort of terribly huge and big, and it doesn't have to feel like that every week. Sometimes you do get into like, you know, big things you're thinking about. But the idea is you're looking at all of your commitments to everything. This is family commitments, friend commitments, travel commitments, finance commitments, job commitments, spousal commitments, all of these things, what we call projects. and you're reviewing them and you're saying, hey, I got a trip, I'm coming up to go into London in October, what's my next action on that? Do I need to do anything? Am I waiting for something? Oh yeah, I said I was gonna buy the tickets. Let me get that, let me either schedule to do it or two minutes, let me pound it out right now or let me shoot an email over to someone else and say, hey, when are you buying your tickets?

38:56 Jason Atwood: Like it allows you just to keep all the in control. So we talk about the weekliness of it. I would say could you do it more? I mean it's a week review. The weekliness of it. The weekliness of it like how often. It's obviously do it weekly.

Justin Edelstein: Could you do it more? I think you could do a five minute review every day. Well, yeah.

Jason Atwood: I mean, that's your project list. I would say probably twice or three times a week, I take a look at my overall projects. Very infrequently actually because I don't really I used to do it more.

Justin Edelstein: But my tool allows me just a lot. The tool that we use OmniFocus which we've mentioned many times on this podcast has grown and allowed you to see things in a much better way.

Jason Atwood: Just the stuff you need to do. Because the bigger other concept is your week review is it's time to think about what you need to do The rest of the week is when you do and so if you think about that like here's where I'm planning out, Okay, fine same thing we'll go fine same thing so Todd Bowles, Todd Bowles spends all week planning out his way to beat the other team, the Cleveland Browns on the opener. And then the sports ball team. But it's kind of reversed because he spent all week getting ready for a three hour event. We spent three hours getting ready for the whole week. Yeah, it's the reverse. That's why I say more army because I like a war would last for a long time But anyway, so the idea is you spend this time planning and then because there is two modalities in your brain There is a planning and thinking and then there's a doing and you do and I'm actually reading interesting book about that I haven't finished yet.

Jason Atwood: So I won't make it a pic yet, but it It's proven, it's science. And that you, if you spend your time planning something out, then when you get to the doing, it just makes the doing easier. So that's also why I think week review should be done in either at the end or beginning of the week. So if someone said to me, I do a week review on Wednesday, I'd be like, yeah, that seems odd unless you're the guy who takes Wednesday off every week. and like your week start. Because it should either be at the end or the end or start, it doesn't matter because it's kind of the same, because it's kind of setting you up basically to review everything that's happened previously and then to look forward into what's happening in the future.

Jason Atwood: So anyway. So I have another thing here, struggles. So what's so as someone who's struggled I have What have you found is the way again? Where's the what do you think is the lessons? You've learned from struggling like what's the thing you struggle with and how do you get around it?

Justin Edelstein: Or what what's your sort of you know, how are you gonna help everybody who's struggling? Yeah, you know what I struggle with is that sometimes a weekly review could start to feel like a chore. Ah yeah. So in your mind you have to mentally start to think about it as not something that is like monotonous and because it is it's a weekly review is something you do every week so try to change it up. Maybe try and do it from a different location. Another thing to do is think about some of the things in your life that you've let slip over the last month. And just reflect on those for 15 minutes or whatever and just think about maybe the people that it's affected or The amount of time wasted because you Did let something slip and then think to yourself if I just did the thing that I said I was gonna do all along Would that have happened and the answer is in most in most In most times the answer would be no.

42:58 Justin Edelstein: If I did weekly review and I went over everything, the thing that I slipped on that impacted someone else's life or your life at home, your home life balance and at work, things can start to go sideways. And then you think to yourself, Oh, maybe that's because I wasn't doing this thing that I said I was going to be doing. and if you just, you know, don't break that promise with yourself and go back to it and see how good it makes you feel when you're done with it. And that's kind of the key is like, this makes me feel really good when I'm talking about that, like really talk about that. So It makes you feel really good from so many different perspectives. I- I want to hear at least three. Okay, well the first perspective is, is the commitment that you've made to yourself to do something and you've done it and you get to check the box and you get to say, I did this, right?

Justin Edelstein: It's just to bring it to Salesforce for two seconds. if you're like a product manager. You get to check the box that says I delivered that idea that had a lot of points on it, right? To even go back to our blog post. Okay, you get to check the box and say I did that. That makes me feel good. Doing things that I say I'm going to do makes me feel good. secondly, it makes you feel really accomplished. Like, oh, I didn't really do anything in that hour. But my life is in order right now. And that makes me feel comfortable. That makes me feel like I can just go outside for a walk for. Two hours and. Not give a care- care about anything. I just put everything back into place. The week is chaotic.

Justin Edelstein: We have chaotic lives. We that we live in our line of work. Right. As a consulting firm. We've got, we've got lots of responsibilities with lots of clients and to ourselves and employees and just lots of stuff flying around. Putting it all back together in a one hour, one and a half R time frame is really not that bad. So once you get that... That load off of your, the weight off your shoulders, the taking the thinking part out of it from your head and saying, you know what, I just took everything and put it where it needed to be, and I, trust it and it'll be there when I need it is very empowering and it feels really good and it's a good stress reliever. for. Because that's what happens. Like if if you've ever found that like you're working on a big project and it has a deadline and you're like creeping up on that deadline.

Justin Edelstein: Some people like you have trouble sleeping or you have trouble even eating properly. You don't even think about you stop working out. You break your habits throughout the course of the day or throughout the course of the week because You're just so fixated on this thing that you need to do and it's coming up because it is what what is the thing that's coming up? Because I want you to get to the word I can give it to you But but I don't know exactly what word you're looking for control control You feel that project is out of control out of control the weekly review helps you I think I was saying that without saying the words. You were saying the words? It allows you to really put everything back into perspective, back where it needs to be, review it, know that you reviewed it, and have yourself back under control so that you can live the stress free.

46:42 Jason Atwood: Productive lifestyle that you want to live. Now you're doing taglines. That's the tagline. Well, that is the tagline. I think also thinking about, if you're thinking about all those things, so let's go back to that project that's doing a deadline that you're missing sleep on. The reason you're missing sleep, the reason that you're stressed or whatever that word is, it's one of my favorite words, overused. The reason you're losing sleep or breaking habits is because the project is out of control. Chances of more than a minute, only one zero. because you don't have a good sense of how to get from A, from where you are now, to that goal. So what the best way for anything, if you just, for just that project, and went and said, okay, how do I feel back in control?

Jason Atwood: I can either keep doing, or I can stop, take a look at the project, make a list of all the tasks that need to be done, then. Hey, I'm sorry. figure a who I need to get involved, plan out the time, right? That's why, you know, there is a project planning aspect of all projects. And if you think about everything in your life as a project, you know, then it becomes, oh, you know, oh, I want to, you know, I want to go on a big cruise next year, right? So it's a year away from here. Oh, wow, I don't have the money, I don't have the whatever, but if you start to say, well, what's the next thing I can do to go on that cruise? You think, well, I don't know, let's talk to my significant other if it's something they want to go on.

Jason Atwood: Or let's look at my bank account. Let's research some cruises to find out what some prices are. Immediately you feel better about going on that cruise because you're like, I have some actions I can take. That will help. And in the week review, the big thing is to make sure that all of your projects... All the things in your life have some sort of next action. This is huge in GTD. The next action is the thing that is the next thing to do. It's also the thing I think people get struggle with GTD a little bit, is they try to get to next actiony. They'll take a project that is something and they'll say, oh, I got, I got to write out the 15,000 tasks that need to happen. But really, if you actually said this in the other podcasts from two years ago, if you can just go through and get one next action on each one of your projects, you feel in control because you've identified what the thing is to do next.

Jason Atwood: And you feel like I'm in control of that one thing. Yeah, it's not meant to be Microsoft projects.

Justin Edelstein: No, there's no Gantt chart here. No, there is a next action. and there are oftentimes due dates associated with that next action. Oftentimes, but not always. It's just the next thing I need to do to move this thing from here to there. And when I get to there, I'll figure out what the next thing is, that I can move from there to the next there.

Jason Atwood: It's almost agile in nature. Almost.

Justin Edelstein: So, you know, we have the two minute rule, right? What is the next action? Oh, it's send an email to this person. It's a three line email. All right, do it. Right? You have a minute, do it. Otherwise, jot it down and say when you're going to do it or don't. And if you don't, you'll get to it in your weekly review. Right. And you'll know, oh, that's a one minute thing. Maybe I might do it during my weekly review. Right. Even though it's not for doing, it's going to take me a second. I may throw that email out there. It's Saturday. Great.

49:43 Jason Atwood: If I hear back from him, wonderful. Otherwise, it'll be waiting there on Monday morning. Just a thought, too, and I think the reason I would say that you should pick a time. That's why I used to do it Friday mornings. I used to get to work pretty early, like seven. Yeah, you did. The reason is because you don't want your week review to be done in the middle of a time that you... There's a lot of onslaught because then you're kind of in the catching up going reviewing mode and you get too much in the Right cuz email and new things coming into your life new things to be done can distract you from the look at and review of your weekly review is to should be to go through your email right so if you got

Justin Edelstein: A task in your, in your, we get rid of get your inbox to zero. And all of a sudden you got 13 new emails since the last time you looked at it. Right. How am I getting my inbox to zero? I just got 13 new emails. I'm in. Gotta go through those. You go through them all and then there's four more. It's like, oh man, now I'm going to cycle.

Jason Atwood: This is vicious. And I will find that, you know, I have a system for tagging and flagging. I think you use it too, or we all use it here, you know, how to get through and deal with email. That's another blog post.... turn into an actual task and deal with them. It's kind of a nice, it makes sure nothing can go by that point. That's what I'm struggling with. The thing is the closest to your heart and the most meaningful to you is the thing you... You know, go to get some milk, go to get some milk, deal with, you know, because it doesn't exist and you're not going to be able to tire. Is the thing that you will struggle with. People always do the toughest things to do. But by putting them in front of you weekly and at least going, so I'll give a personal example.

Jason Atwood: I had a struggle with a family member and for the longest, here, I at one point put the project in in OmniFocus as all issue with family member. Right and it made it real like all of a sudden this was real and look and you know what I had to do every week I had to say am I doing anything on this am I trying to resolve what am you know? What's my next action for this? I had there's another example on that very good GTD or sorry David Allen Disk series on the week review three or four deaths you actually really enjoyed it Where she said you know she was out her couple of coaches Yeah, they're coaches with David Allen and she went out and she fell down and she like broke her leg and she came back in She called the doctor whatever but the minute she got back to her, you know her thing she put in her projects was like to You know recover from leg surgery or recover because it was something she wanted to make sure she did she wanted to have effort towards.

52:58 Jason Atwood: So I mean I put things in my OmniFocus or my GTD system that are sometimes silly but sometimes are just like I need something as a placeholder that is going to kick me in the butt about and make sure that I'm you know getting to it every single every single week. Alright so we talked about struggles, talked about how often, talked about quick versus extensive. I definitely think I think it should be a roller coaster. I think you should do an hour one, a half hour one, a two hour one, an hour one. If you're always doing weekly reviews and they're always an hour, then you're not going deep enough sometimes. If you're doing weekly reviews and they're always four hours, you're going too much. They should be able to go up and down and you will have ones that are huge.

Jason Atwood: And they'll be just, and you'll come out of them like, whoa, I just went into like a two hour just, I got in, I found all sorts of new stuff, I, you know, and I re-picked up stuff that I had even ignored, kind of became, you know, cruffed in my life. Or you can have ones of like, listen, I'm busy, but if I just get through this week review, if I just do the main things, skip over some stuff, because again, you know, you're gonna get to it next week, it's okay. But you wanna make sure that the main fires are not.

Justin Edelstein: And to that level. are actually to review and have. That first task be something really, really dumb, simple, something that takes less than five seconds and that you're more than willing to do. Like you said, turn on some music. For me, it's shoot a quick tweet out there. the very simple things to do that take no time, no thinking, no effort. gets your sympathizing. I'm not. I have been, I have been. I have been. I have been. Right. You know, make sure your desktop doesn't look like a complete disaster area. I mean, where were we? We were somewhere the other day. I don't remember. I don't want to mention it. No, I feel like we were in like a restaurant or something. Oh, we were in a hotel. We were in a hotel.

55:58 Jason Atwood: No, it was the airport. An airport. We were in an airport. No, or brew house. I forget. Wait, Susan, our waitress.

Justin Edelstein: Hello, Susan. Where we had the worst edamame ever who orders edamame at the airport in Milwaukee That was. You're mistake anyway Anyway, sorry sidetrack, but over our shoulder was this Gentleman who was traveling and he had like one of those mega laptops like a 19 inch laptop thing or I guess a 17 inch I'm just so used to this 15 in it looking large And his desktop was up and it was just like every inch of every pixel on the desktop was a file. Like it was like how do you how can you possibly do anything? Right. If your entire desktop is basically every file on your entire file system. Right. So like one of every week you go through it's like oh some stuff gets piled up on your desktop put it where it belongs or trash it.

Justin Edelstein: And then empty the recycle and empty the recycle bin. you know hunt down a few things see if something happened mix in the easy stuff so that you get to check the boxes faster and it's like oh accomplish that done accomplish that done oh okay something that's going to take a few minutes all let me dig into that cool done move on to the next thing but I think changing modes is also a good one. Like I said, I like to do mine on the couch. I've done them. I've done them like out in like coffee shops before. Sometimes that's fun. Just because I'm like, I'm a little different than you. I don't really have much like. of a physical inbox. I do have one and this week it just happens that I do have to like scan a bunch of things because I was traveling, but I won't really do that as part of my weekly review.

Justin Edelstein: I just have it as a task. I need to scan this stuff. So I don't need to be in any one specific place for my weekly review to happen.

Jason Atwood: So. I'd say I would switch that up a little bit. Switch that up a little bit. Switch that up a little bit. Again, I use my physical inbox and again, big thing of inbox. I put my physical inbox, it's by my desk, and I do throughout the week use it, probably not even officially GTD, whatever, I put things in there just as, hey, I'm busy during this week. This is this thing that came in. I don't need to deal with this. I know as part of my weekly review, again, as part of the thing underneath the calendar, that I'm going to get to it. It doesn't need immediate attention. It's that I'm going to get to it. It doesn't need immediate attention. It's going to physical inbox. So yes, one of my tasks is to go through my physical inbox and to make sure that it is empty.

Jason Atwood: I thought what I would do is just I just quickly read through my weekly review because I think it just has a lot of stuff in it that might be interesting and I'll just say a little bit about each one. I also have a blog post for a long time about this. You can go look at that if you type in a week review. So I start music I check my current project count and this one we talked about a lot So again, this is an omni-o-komni-focused thing But basically it says what's on my plate and I get to look at all the projects that I'm currently looking at not things We don't hold not things that are gonna pop up it, you know, not Valentine's in January These are things that I'm currently dealing and what this allows me to do is to get a number that I can then measure that number to say, you got too much on my plate or not?

59:34 Jason Atwood: And it allows me to do the rest of the week review, a think, should I be moving things off my plate, putting things on hold or not? I do that. Then I go through all the things that are sort of what you call your in boxes, on your life. And so I have many, many, because we live in a digital world. I check my work voicemail. I check my home voicemail. I empty my wallet, right, because there's stuff I stuffed in there. I check my mobile inboxes.'s. 's. when you get something, you just throw them in there and then I know I'll I'll review it during the week. I get my desk inbox, that's my physical inbox to zero. I go through my omnifocus inbox. It never has stuff in there, but if it does, I just want to make sure it's zero.

Jason Atwood: I go through mail, zero, flag the email to zero. And then this is actually a good tip. I don't know if every bright email client can do this. I have a smart folder that I... called non-responded emails. And what it is is a smart folder of every email that I haven't responded to in the last 10 days. So it's a little bit of an overlap between weekly reviews. And this is a great catch, because if I go through it, and I go through it every week, there's just something that might have slipped by. You get hundreds and hundreds of emails. You read on 17 different devices. It must be hundreds and hundreds of emails in that smart folder. there. It is. Well, it's a rolling smart folder because. Right. There must be, just 100.

Jason Atwood: And I just, I just scan through it. Maybe take five minutes and start from the oldest to the newest. I limit it by 10 days and I just go through and make sure. And I filtered out like Amazon. I put a lot of filters. So it's just really people. You could actually do it. You can think you could do it like just in your address book. You could do some interesting things if you wanted to, just VIPs and you could mark VIPs. Anyway, it's a great catch all and has saved my took us more times than not. Because I'll hit something and be like, ooh, I didn't respond to it. So half the emails you'll get are, great, thanks, or it'll be something of follow up. Like, oh, did we ever solve this? Because it'll be something that I caught during the week.

Jason Atwood: So here's a couple of chat. Here's a couple of Salesforce ones. I review at me. on chatter. And I started doing a new thing the other day which is because chatter doesn't let you see how long you've not seen your chatter for, I look at the at me chatter and I bookmark the most recent one. So whatever the most recent one this week and then when I go back next week, I look for that bark that bookmark to say that's the one that I can stop at. So basically gives me the timeline of I only need to review this much And it's great, it's actually helped me a lot because again, chatter It needs to be moved along, does anybody need ping, that could be its own thing. It doesn't need to be weekly, but I do it weekly.

1:02:39 Jason Atwood: I review my Salesforce goals in work.com, so there you go. I will throw things into my week review that I need to focus on. I know if it's in my week review, I'll focus on it. Like I hadn't had, this was brand new, I put this in two weeks ago because I want to make sure that I catch it. It's some place that I might have some commitments Google Docs, Google Drive, so like the recent items and recent things. I catch things all the time like, ooh, that document that I started or ooh, someone updated that. I also check our marketing calendar. So this is a separate calendar, it's kind of in its own thing. But I just wanna make sure, is there something in there that I committed the need to make some action on.

Jason Atwood: I review ever keep my checklist. So I have a bunch of checklists and things and ever know I just review it just to make sure there's nothing in there that I do. I review my goals which I keep an ever note. Sort of my personal goals. This is a big- I check Safari and this place called read-it-later bookmarks. Throughout the week I'm reading Zite. I'm doing this. I'm always putting things into read-it-later things I want to buy things I want to do. And I forget about them. And of course so once a week I go back. It's another inbox. I check it. I don't buy things, I buy things. Generally, I don't buy them. It's good though, if you actually say to you, like you're gonna buy something, if you just leave it for a couple days from now, nine times out of 10, I'm like, why, what?

Jason Atwood: Why was I gonna buy that? I don't wanna buy that, but I would've bought it immediately. You would, would've. Clear computer desktop, so that's my desktop. And then I go through my inbox, my. physical inbox on my non-physical inbox, outbox, downloads, mail downloads, basically a bunch of folders on my desktop that want to make sure what's in there should be in there. That's when I review the past calendar. Then I review the past calendar. I go back two weeks. weeks. weeks. weeks. weeks. weeks. weeks. So until I feel like, well, that's enough. Might be two, three, four, five weeks, depending. I always find things when I go forward. You always find something, like, ooh, that thing's coming up. Or you forgot to put it on your calendar, which is the best. You catch yourself and you say, ooh, or next week I have that dinner with Frank, but Frank always cancels.

Jason Atwood: Let me shoot the medieval. Hey Frank, are we on for dinner? Oh no, I'm not. I'm off to Uruguay. Whatever. two really good examples, right? Then I do like more very traditional GTD things. I check my on projects for hold. I review my waiting for lists. That's where you get pings. I look at my project. So then I go back and look at the projects like where it's just gone up or down like a numbered. I then review stalled projects. This is a OmniFocus thing, but it tells you any project that doesn't have a next action in it. Very important. Cause it's kind of a thing you're supposed to be doing. Thank you. I then go through a bunch of views in Arkus to look at or sorry in OmniFocus to look at different sets of projects.

Jason Atwood: I look at my Arkus projects, my home projects, so anything in there I need to do anything with. Then I have a couple other special ones. I review recent additions. These are things I've added to OmniFocus recently. Okay, upcoming projects. And then one of my things is I want to get my project load under 40. So I look at it. I'm almost always under 40. I look at that. And then I have a couple at the end. These are the easy ones too. These are ones that like I have one read the GTD trigger list. So there's a list of triggers that you can read. Sometimes read it, sometimes don't. Like it's not, I don't do that every week. And then I go over there's a thing called areas of focus. And I have that Evernote.

1:06:11 Jason Atwood: And that's like your family or, you know, whatever and I read that over. Anything that just triggers my mind and then I'm done. That's my entire list and it changes again. I remove things, I add things, the core things are there and I know what is core and I can just do those. I don't have to always say, you know, oh, I need to do every single one of these. I know if I sometimes only go three weeks in advance or sometimes skip one, I know I'll come back to it. It's not gonna, it's not gonna affect my life because I know I do it the next week. So that's a lot. We just put a lot of content in this puppy. Well, it's kind of funny because you and I had just done this personally about two weeks ago so it's a little bit less interesting for you.

Jason Atwood: Sorry. There are a couple different ones. So what's the ones that you're like anything different? and anyone that are fascinating.

Justin Edelstein: Well, let's see something a little different. I have a couple of different places I need to go to look at stuff. Based on just different communication methods. Slack has the concept of starring individual messages. messages. So going and looking at. message that I may have starred to taking a look, making sure everything's where I think it should be. Reorganizing at some points, sometimes reassigning or re-prioritizing, if you will. I also, since we're work.com users here at Arkus, I actually, this is a way of holding myself accountable for doing legal reviews. I actually have a work.com goal. That is do a weekly review every week. That's my last task. Right? That's great. My weekly review is to go into Salesforce so you know context Salesforce and Going to my GTD goal and go into my weekly review metric and adding one and hitting save.

Justin Edelstein: Right. That way I feel good. It's in there. Everyone can see it. Well, everyone filled history track and so on so we can see that you updated it I don't know about that, but maybe it is. There you go. Good Thank you And yeah, so that's the last thing on the list So I like doing that last because it's like not only do when I as soon as I I do that, then I check that little... and then the whole thing just disappears. It's like, oh, I did it. It feels so good.

Jason Atwood: I would say some couple things to think about. This is, and we both have these things in our weekly review and I know there's another person in our company that has a lot of these things in our weekly review. Just be, so it's not like, it's not death to do it, but it's something you should always be aware of and thinking of and. It's the, is this something that is something that is actually part of my week review? Or is this something that is, I'm just putting my week review because I didn't know where else or what other frequency to do it? So I find people will struggle, they'll put a bunch of stuff in the week review that are actually just their own thing. So for me, it's check. Check cases. Chases aren't an in box for me.

1:09:41 Jason Atwood: They're not. I'm not the person who answers cases. I just did it because I wanted to make sure that I went in. It's probably something I should move out and say, this is another project. It has its own recurring. Maybe it's once every three days. Maybe it's once every month. Maybe it's once every three weeks. Maybe it's once a week, but it's not really part of my week review. There are things in there. just make sure that you're not making weak review. your excuse to do things or your minder to do things. That's separate. Keep that separate. So yours is the assembla thing because assembla isn't really an inbox for you necessarily. It's something you do every day anyway. I mean you're in assembla every single day of your life. It's your way of just saying, is there anything that I haven't captured out of an assembla?

Jason Atwood: But,.. And again, I've known, I've talked to some other people and I've helped him do it. Just put a lot of stuff in his weekly review that was like, it was just doing and there was a lot of project based stuff. And it's like, you could separate that. Why does that have to be weekly? Make that every 10 days. Make that every two weeks. Make it a separate thing because what happens is your weekly review becomes such a huge set of tasks that again, you need three, four hours to do it. And then you never get to the important things. So just make sure that it really is about, you know, reviewing and clearing inboxes and thinking. The other thing I don't think that we do very well, that's that David Allen talks about is, you know, to have really big thoughts in life.

Jason Atwood: You know, it's very hard to say, sit there and go, oh, big thoughts in life. But what you're supposed to be doing at the end of the week review is having kind of a sense of clarity and kind of going, is there anything else that I need? I've cleared out all this stuff. My brain is, you know, mine like water. So anything else I need to put into this now, anything else I need to kind of get there. And in the great week reviews, you'll get them. All those things pop in your head like, oh, I want to go to New Guinea, right? You're like, go to New Guinea someday maybe. Or you're like something that you just totally didn't put in there. Absolutely. Anyway, I could not live without at this point. I think the great thing that David Allen talks about, and again he's talking about recently so this is why it's kind of in my head, he says, if you get to a certain point, and I'm definitely at this point, it's like brushing your teeth.

Jason Atwood: So everybody has a level of sc. in their teeth. Meaning... Some people, after eating a really, like, corn, feel like, oh, I gotta go brush my teeth immediately. Some people, after a day or two days of not brushing your teeth, you have this feeling, like, you kind of cannot nap. Just feels like there's crap on your teeth, and you just feel like, ooh, it's scuzzy. or taking a shower, not this guy. Okay, well, that's why we sit across from each other. Or taking a shower, some people are like two times a day, some people are not. Weak review should feel like that. That's how you know you're at the like the next level is when you feel that kind of like Hmm. I need a weak review. My wife can gate can tell my my She can tell what I'm gonna go.

Jason Atwood: She'll come out and be a I know when you don't do your wikifans. Maybe, I think an email one would be neat. We could do like an email best practice maybe in a month or two, an evergreen one. Next time, nothing. I have nothing on it for next time. Anything you want to discuss next time? No. All right, let's get to our picks. Jeez, we're going to do picks. All right, let's do picks. All right, we're doing picks. Do picks.

1:13:28 Justin Edelstein: We're doing picks, but my computer just... Frows a little bit. Well, I mean, did you pick Foryu, because I know what it is? Well, I know what it is, but I was going to go to their website, and the computer just kind of just froze. Is it unfrozen? Not yet. I'm picking Workado. Workado. Workado. W-O-R-K-A-T-O. Workado. Workado? Correct. So Workado is... Free me freemium freemium because you can pay for it It's a tool that connects Pensions so a lot like Zapier. I think my computer is just rebooting right now nice This is the second time it's happened this week

Jason Atwood: By the way thankfully It's not my computer otherwise this podcast would be lost on Oh my god this is terrible this thing just totally All right.

Justin Edelstein: Keep going. You can talk A lot of people have the use for connecting these two tools. They're front office, back office, right? Where you want to... what are you doing? Just walking around. Oh, you have to get up because it's 10 to 10 to 2 and take a couple steps because your watch told. Apple watch. Your Apple watch told you to stand up. You are KLAVES to the watch. So anyway, work hotto. So, you know... I was able to log in using my Salesforce credential that connected me to Salesforce. So I had my Salesforce connection. I was able to create an Intuit QuickBooks online connection. And then I was able to pretty easily write an integration that connected our QuickBooks online in Salesforce. I did a very simple use case, very simple to start, where we track all of our invoices, obviously in QuickBooks, but also we track our invoices in Salesforce for ease of reporting across things and just ease of workflow and following up and in terms of payments.

Justin Edelstein: So I wrote a simple integration that when an invoice is marked as received or paid in QuickBooks, But it was really simple to build. It was like less than an hour to build it. You and get an email when it happens so we know it happened. And it just sort of works. It's pretty incredible. For a free tool, all you're doing is building what they call recipes. And they have... I'm going to say about 50 some odd connections. So Salesforce and QuickBooks are kind of two of the bigger one's, but they have an email and SMS, Google Drive and if I had my computer, I would tell you all of the connections that they had. Please don't. There's a lot. I don't think it's 500. It's closer to 50. But lots of different places to connect.

1:17:00 Justin Edelstein: Up to and like email is a connection. Email is a connection. I just said that.

Jason Atwood: I was listening to that. I was trying to get you computer. Reboot.

Justin Edelstein: So yeah, work hotto. Take a look if you're trying to integrate Sales a with some app and in particular QuickBooks online, because it's got a really good connector on both sides. and building it out is very much like a business analyst type of task. It's not really a, an IT shop tool necessarily. And I would recommend you take a look. There's also tons of that's the free model. So if you're free, whatever recipe you build is, is, available for other people to use. anything about your credentials or log in or anything like that. But the actual, you know, I guess the metadata behind the integration that you've built is available for anyone to leverage. So if you have a very. Similar use case to someone else, you can use what they've already built and modify it, you know, save a copy and then modify it.

Justin Edelstein: For your own needs. Yeah, Dropbox, Zoho,

Jason Atwood: SMS, Google Sheets. So that same example if you wanted to, you're using three, but you could have it. So it You could have it, you know. send an SMS to you. So I mean, it's a it's a nice little, reminds me a little bit of if this then that, but more.

Justin Edelstein: It's very much if this then that. But more business if this then that.

Jason Atwood: And then I think if this then that is a little bit. I think that's just called if now. Is it? I think they rebranded it. But I don't think it does like if this then that, then that, then that. It has a lot of conditional steps. You can do stop conditions. So it's been neat. I mean, you said it up a while ago. It's something we were doing in two places. Now we're doing it in one place. It seems good. I think we'll continue to build on it and build more. It was the POC. Yeah, so it's the proof of concept. It was the MVP. All right, I'm going to do a double pick because Kislyak. Because it's a podcast and each podcast is only worth half a pick. It's not software. So I'm going to make a quick one first.

Jason Atwood: I'll make one my semi-pick and one my full pick. So two podcasts, both GTD for the topic we're on. So David Allen actually has restarted his his Jake Allen to and They talk about best practices, they talk about tips, and so I like listening to it because it's kind of fun just to hear other people the way they do things. I find myself sometimes going, no, this is the way you do it. And of course, I'm not on the call to do that. Anyway, GCD Virtual Study Group. I think it's at GTDVS.com. Let's say yeah GTD GTV SG calm GTV SGD calm and they go back a while. I mean it goes back pretty long time ago It's kind of neat. It's a neat little podcast. It's a different kind of podcast because it's a it's basically a conference call But an hour It's free I'm, This is the Salesforce Success Community Group.

1:22:45 Jason Atwood: So if you're just landing in the middle of this, not knowing what we're talking about, if you're a Salesforce customer, you get success.salesforce.com. There's a groups and I have one called the GTD, where I post pretty much I post only. But I think people consume, it's got about 85, 86 people on it now. So I post articles and podcasts and things that I find my little sharing and giving back. This one will definitely be in there. All right, so until next week, Justin Jason saying enjoy those GTD days. And cloudy, I guess, if you want.