How to Setup Todoist Tasks, Projects, and Areas for Maximum Flow


Welcome, this post is meant to help you streamline your setup for managing your tasks, projects, and life areas.






To follow the video, here are some of the principles I build around:
  1. Invisible work is the enemy of our inner peace and flow. Work items we hold in our heads and don't write tend like to wait until we're engaged in some other activity before assaulting the backs of our brains.

    In extreme cases, this feels like a whirlwind in our minds and harms our ability to focus and stay present.
  2. Because of this, we need to commit to capturing every to-do. In order to keep that commitment, we need to be mindful of our internal resistance which tends to flare if we don't have:
    • Easy and predetermined ways to capture these items
    • a system to manage (or process) items easily after capturing them
    • certainty that they will surface at the right time
  3. Because the goal is productivity but also flow, and because we aren't always at our best, we need to build systems that don't break easily; otherwise, the need to be perfect will also stress us out, subtly causing us to start resenting our systems.

    With the setup below, I've gone as many as 3 weeks only capturing tasks but not processing or actioning anything. When I finally came back to it, the consequence was about 10 extra minutes of processing what was my inbox. This allows me to step back without stress.
Finally, here's the query I'm using, which is a pro feature. You should be able to copy-paste it into your setup without issue:

Overdue, Today, @In_Progress & !Today, @Up_Next & (!Today & !@in_Progress)

Ask any questions in the comments, and enjoy your newfound flow.

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