Jun 06 2009

My “ToDo” Map … evolved

evolvingmap

In the previous My "ToDo" Map post I tried to explain how I use Freemind in order to keep things to do organized.

After a lot of time I'm using a mind map to keep track of tasks, memos, meetings, and so on, I realized that my map evolved to a new fashion. Step by step, I moved the nodes of the map and my map turned into a more mature shape.

If you like, you can download "ToDo" Map for freemind as an example of the structure I will write about in this post.

With time I realized that the "now on air", "today" and  "by day" grouping (see my previous post) is ineffective mainly due to these reasons:

  1. Every day I have to move to new location things I cannot do in the planned day.
  2. The difference between tasks under node "now on air" (currently doing) and node "today" is really thin and often impractical.
  3. The number of things I have to do in the future is enormous compared to things I can do in the next few days.
  4. I'm in trouble to define the precise day in the future I can place a task if the task hasn't a real deadline.
  5. I never comply with the theoretical plans, mainly under heavy load conditions, so I often rearrange my plans moving tasks, reallocating time, adding urgencies, redefining priorities...

The last point is the main cause to the evolution of my map. From a theoretical point of view I would have had the capability of defining things to do in the future with high precision, but real life is far from theory. The typical working day is full of accidents, urgencies, unpredictable events that make strict plans unusable, so any guess to strictly define future task failed.

The "evolving map"

Due to the limits described I defined the "evolving map". The "evolving map" (compared to the more static original map) is a map capable of transforming its structure over time in order to keep strong relationship with the real load of tasks. This type of map is well suited for frequent and fast redesign of plannings and facilitates the managements of urgency and low priority activities.

In order to transform my original "static" map the new "evolving map" I merged all the future tasks under a single "to do" node and I catalogued them in terms of priority and deadline (as deadline I mean the reasonable date and time in which one task should have placed under production to be completed in time) . The nodes "now on air" and "today" merged into a single node containing all the things I planned to do in the current day picked from the more general "to do" node.

Al the tasks are mixed together under the general "to do" node. The differentiating attributes are priority and deadline. Freemind helps a lot in this differentiation with "priority icons" (numbered from 1 to 7 in Freemind) and timers (only present in the full version of Freemind ) capable of alert when a the timer (placed at node level) reset.

evolvingmap

Now let's see how to manage the main activities required in an usual task management:

  1. Add new task
  2. Retrieve the things to do
  3. Purge done things
  4. Rearrange schedule

Adding new task

In order to add a new task I have only to evaluate two things: when I need the task to be completed and how important is compared to all the other tasks I have to do. Then I placed a new node under the node "ToDo", I set a timer to a reasonable date before the due date and place a priority icon indicating the priority of the task. In this meaning priority is a rate for "importance" of the task.

Note about deadline: for unimportant or long term tasks, is usual not to have a strong deadline;  so I place the timer at the date in which is thought a priority escalation.  Two things can happen: in case of light load maybe I can complete the task before the alarm, in case of heavy load maybe the low priority task remains on queue for long so the alarm reminds the priority escalation. This ensure the task will be done in a reasonable time.

Note about priority/deadline: The use of priority and deadlines enables to the famous "important/urgent" time management model. In this model an effective time management is done rating the things to do in terms on Important/unimportant and urgent/unurgent tasks. Importance defines how much attention I have to place into the task; urgency defines how fast I have to take into account the task.
In this time management model:

  • the important and urgent activities are to do NOW
  • unimportant/unurgent things are low priority and long term activities
  • the important/unurgent are things to be planned before they become important/urgent
  • the unimportant/urgent things are related to tasks important for someone else and usually they can ben deferred to others.

The mind map can model this scenario simply managing urgency by timers and importance by priority. This affects how one retrieve things to do.

Retrieving the things to do

I usually work at my notebook with my ToDo map open in background. Every morning and sometimes during the day I look at my map and I see what I have to do.  Two things can happen:

  • Some alarms are notifying me that some tasks require my immediate attention. In this case I decide which task to start based on priority and reassign alarms to nodes I decide to postpone. Maybe, also, that some priority has to be changed due to the priority escalation process (See "Rearrange").
  • No alarms running. In this case I look at priorities/future timers and start the more urgent/important task I have to do. I must confess that this situation is really unusual to me, I'm constantly late with my schedule so my map continuously flash with a lot of timers...

Purging done things

Purging done things is the most beautiful operation because this means I have less things to do.

Usually this operation is simply a node deletion, when I need an historical view of done tasks I put these nodes under a specific node called "Done". If I preserve node I remove timer and priority icon.

Rearranging schedule

Rearranging schedule is the most strategical operation involved in task management. Freemind (and in general mind maps) helps a lot in rescheduling because is really fast and intuitive in moving nodes into the map.

Rescheduling is necessary in three specific moments:

  • timers warn about some task need attention, but at that moment there aren't resources to take the task into production
  • An urgent/important task that requires immediate attention comes, so the current activity must be suspended.
  • Periodically when planning the short term activities.

In all these situations I have to stop, look at the snapshot of the map and decide how to move hierarchically, in time and in priority the nodes. This operation makes me think to an "evolving" map, because if you could take a picture of the map at regular intervals you could see that the map changes in shape like a living being, expanding and contracting rhythmically as to the beating of the heart.

Map optionals

In the evolution of my primitive map, some other features took a new place: meetings and memos.

Meetings

Meetings or tasks with precise collocation in time can be, of course, added to the set of things to do with a specific timer set in order to remind when the meeting happen, although meetings have unique characteristics that normal tasks don't have. First meetings haven't priority (once decided to attend to the meeting), then meeting are mono-task activities in the sense that cannot be done in parallel with other tasks, finally meetings cannot be done neither before nor after the planned date, in other words meetings occupy a precise window of time on the calendar.

Due to this considerations I found effective to place meetings together under a specific node and use timer as a rimender. In the text of the node I write the meeting date and time and I place the timer some days before the actual meeting date.

Memos

Memos are reminders, notes, memorandums took during meetings and phone calls. These type of information are not well suited to be placed under the ToDo node, so I have collect this information under a specific node called "Memos". Maybe I never delete these nodes, usually when the information stored is part of agreements or represent fundamental aspects of my activities.

In the very specific case in which memos are strictly related to a task, and if the lifetime of the memo is tied up with the lifetime of the task, I put the memo immediately under the node of the task placing neither priority nor timer.

Map with optionals

What about the original model?

I think that the "by day" model I proposed in my previous post is still useful in environments in which the prediction of tasks fits well the real execution schedule, when unforeseen tasks are absent or infrequent, in short when preventive planning is effective. In these type of environments the "by day" model has the merit of highlighting the sequence of tasks and set a strict step by step schedule to be followed.

Download

If you like, you can download "ToDo" Map for freemind as an example of the structure discussed in this post.

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May 05 2009

Dokuwiki as documentation repository

dokuwiki

DokuWiki is another amazing open source project I cannot do without in my everyday activities.

It's a long time since I first uploaded dokuwiki to my server and I started playing with.

I started playing with wikis before I thought how wikis could had helped me in my daily work. Web introduced the hyperlink concept, wiki made it simple and introduced a fast way to create hyperlinked pages.

Today, thanks to a lot of extensions and plugins, wikis migrate far from the original purpose (see the page plugins in dokuwiki for an idea on how wide is the use of a wiki): generic web sites, blogs, documentation repositories, forums, data collections; but the "core business" is, for sure, sites requiring powerful hyperlink management.

In my personal and professional experience I tried to use a wiki as ToDo management (rapidly abandoned in favor of freemind as I widely depicted in my previous post), as customer relations management (rapidly abandoned due to small interest from customers), and as documentation repository. The latter was the most successful experience, mainly in collaborative environments.

Before dokuwiki I tested a lot of wiki packages (see WikiMatrix for a realtime comparison with other wiki tools), but none of them caught my attention because all missed in some aspects or functionalities. When I tested DokuWiki I immediately felt that it was the right tool, it was the only one satisfying any of the functionalities I was interested in. Following a short list of them:

Simple and effective installation procedure

Dokuwiki can be installed on quite any web server, in particular I tried it on apache and IIS without any problems.

It doesn't require any database engine so the test installation can be made in seconds and  existing installations can be cloned with a simple copy of the files.

Light system requirements

Dokuwiki is light, it uses low resources and runs even with old php releases (>4.3.3).

Extensive documentation

The documentation is wide and complete, indeed it is provided by a dokuwiki... it is always up to date and users can collaborate in writing.

Page storage method

One of the things I best appreciate in dokuwiki is the way it stores the pages. Dokuwiki doesn't use any database, no particular and fancy repositories, but only the file system: one page one file. I like this!

This mean simple backup, simple maintenance and, really important to me, data longevity. I like that my data is stored in a open way and I like thinking that anytime I can get my data out from dokuwiki, see it with a simple text editor (with a simple file copy) and use it whatever I want. The multi file model is good even for security because data loss can be limited to single files.

Good user management

Dokuwiki has the merit to provide a really simple and effective ACL management. Indeed ACL has come with time, the very early ACL management wasn't a real ACL, but in the last releases ACL became complete and effective.

Complete and Friendly Syntax

The textual syntax usable in writing texts is really complete and, at a certain point, intuitive. The visual editor helps for the simpler formatting options, but for the expert user there are plenty of tags. Some good plugins introduce functionality not covered by native syntax.

For a complete example see the syntax page on dokuwiki web site.

I often use the syntax highlight functionality in order to highlight source code written in various languages, and the math plugin capable of rendering mathematical expressions written in (La)TeX or in MathML.

Plugins

DokuWiki cames with plenty of free plugins extending the functionalities of the engine, the syntax  and the way of rendering pages.

Templates

DokuWiki comes with a lot of templates also. I listed this as the last topic because I'm not really interested in changing layout or look&feel of my documentation repository. I thinks that look&feel customization for technical repositories is not as important as in blogs or personal web-site. Anyway the list of template is full and building a new template is quite simple.

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May 01 2009

A new motorbike season is starting

Published under Personal

moto1

Blue sky, lovely temperature are great friends are the best ingredients to cook a very interesting day on motorbike.

This year me and my friends are planning an amazing year on the two wheels and this is the very first "training session".

We are heading toward  Lago di garda, another really nice place our land gifted us .

Lake of lecco and mountains

Lake of lecco and mountains

Here in the north of Italy the spring is blooming: the sky is clear, the lake is dark blue, mountains are quite green spotted with the white of almond and cherry-trees and with the pink of early peach trees, the colors are bright and intense, the air is pure, the sun is warm.

I always love my town and my mountains, but every year in these days I'm surprised looking around me and seeing how wonderful is my living place.

Bike and motorbike are the vehicle with which one can best explore and appreciate this territory. Let's drive!

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