Getting Organized at Work

What are your solutions to getting organized at work?

I’m drowning right now. I work in a fast-paced, deadline-driven environment. I have several major projects going at once, each one with multiple steps required, including getting information I need from others.

I have project management experience. Usually I’m just fine, but usually it’s one project at a time, or two at the most. Lately, though, it’s been insane. On top of juggling federal grant applications I also have to manage administration of our current state and federal grants. There are always drop-everything tasks associated with that. Then there’s all the background stuff my boss wants me to do. All the documentation I’m supposed to be doing.

Outlook has been absolute garbage for task management. I have to use it for emails but there’s no way to organize projects. I look at my Outlook task list and want to scream. But a lot of my reference documents are emails, so I can’t get away from email entirely. I often have to refer to emails while writing applications.

Help.

I have no good advice, but can at least commiserate. At my job I am forced into the entire Microsoft suite, including OneNote. Managing permissions, sharing, organizing and finding documents is a nightmare.

And, we also manage work through a completely different set of tools (Jira and Confluence) which houses other documents. And the devs are mostly in github and Jira.

And we have two active messaging apps (slack, teams).

And lots of documents unorganized in Miro.

Keeping track of anything that isn’t actively in use right now is almost impossible.

Anyway, is this just for you? At my last job, I used Trello as my own task management tool (no other coworkers were on it, so I wasn’t using it for collaboration).

Maybe that (or a similar product) would be worth exploring?

For right now it would be just for me. I have been looking at Trello. It seems like it might be a good fit, so I am trying it out for one of my projects. Thanks!

We’re required to use MS Project to create a schedule for every project. Project creates different schedule charts. That might be a good visual for I need this by now or we’re risking no grant application!

There are also ways to assign personnel to tasks, but I never had to do that. There was a time when PMs had to stack all of their projects into one Project schedule to prove that there were enough days available to do them all. I think I did that once - a long time ago.

For the majority of my working life, I was fighting fires (metaphorically), and any scheduling I’d do wouldn’t last 24 hours. I didn’t assign the priority. A lot of people wouldn’t probably like this but I adjusted to it.

But then 99% of my “projects” were very short term.

FileMaker, of course, but admittedly I tend to reach for it for 85% of everything I do on the computer.

Excel if you’re not a FileMaker person. Keep different sheets for different purposes and organize them all in the same workbook, then it’s always at your fingertips.

I’ve liked the Getting Things Done methodology for 20 years, even though I’ve never actually managed to adopt its principles end-to-end. (If I had, I wouldn’t have thousands of emails in my inboxes at work and at home.)

So I have this hybrid approach where every non-trivial subject that will require medium-term work is a “project” and is given a number. For instance, the GitHub reorg that we’re working on is 2024011 – the 11th project started in 2024.

In Outlook, I create a category for each project, such as “M2024011_GitHub_reorg” . Then each email relevant to that project is tagged with that, and sent from the Inbox to the “Processed” folder. If I need to bring up all the emails for a given project, I create a custom search (virtual folder) and call it “v2024011_GitHub_reorg”, and it finds all relevant emails no matter which folder they’re in. Categories in Outlook are nicer than folders because an email related to 2 projects can be given 2 categories. GMail has a very similar system with tags, where the tags are shown as folders.

All the files I’m creating for that project, and every file somebody sends me related to it, are in a disk directory called “F2024011_GitHub_reorg”.

I have a list of Next Actions. That is, for each project like 2024011, I have to decide what the next action must be. Some of them will be things I can do right now, some I need to jot down to do later, and for some I need to wait for colleague X. This is listed in a tool somewhere, one list per project. One item on each list is tagged as the Next Action (“NA”), and I have a view that shows me only the Next Actions, and I’m supposed to refer to it frequently as my immediate to-do list. And every Sunday, I’m supposed to refresh my lists and make sure there’s a Next Action for each, while filing / emptying my Inbox.

The tools, you ask. Outlook task management is way too limited and unpleasant for my tastes. Every web-based task product from Microsoft or Google that I’ve tried was eventually made unavailable, it’s just a joke. Right now I use a software package called MyLifeOrganized, but I’ve used things like Nirvana and RememberTheMilk and various other note-taking or list-making applications, many of wihch have gone the way of the dodo (like the PalmPilot they ran on).

I keep a massive spreadsheet with graphs, bars, charts, many of which auto-fill or auto-update as I change one cell. I would know that in one given day, I must get X amount of files done, and then the pretty orange, blue, red and green lines move up or down. So that visual motivation helps me get on pace. At my previous job, I tracked daily tasks for 12 years, and it was enormous, but largely kept in just 6 charts.

There are a lot of apps for this. Some of them can work with your email as well. It is partly about which one works best for you, and partly about what features you are willing to pay for.

I like Todoist as a free app, and it can do even more if you pay. It’s very straightforward to use. You can do nested tasks, linked tasks, tasks by project, etc. It will talk with your email, but that might be a paid feature.

‘Getting Things Done’ is a whole methodology. It was pretty helpful for me when everything was chaos, but I don’t use it regularly, because I don’t need that level of organisation any more. If you have a lot on your plate, this will definitely help manage it. Start with the book of that name.

Always had a notebook to keep track. Then it got out of hand. I had one for work one for home and one for my mom’s house that I was taking care of.

I never wanted a tablet. Thought them kind of silly. I hate typing on screens, but of course do it on my phone.

But I bought a tablet that you can take hand written notes on. A Samsung s9 FE. It’s fantastic. I currently have 12 folders on it to take notes in. They are all just right there. I even started a kind of journal.

That’s pretty brilliant. I usually have a folder for each funder, but it doesn’t help if some of those emails are in my TO DO folder. It also doesn’t help when I have multiple grants from same funder in one folder. And, as you mentioned, my pet peeve, when people make emails about more than one project. I’m going to try this.

I’m dedicating now and this weekend just to try to figure out the best way to do all this.

The group I work for within my consulting firm ostensibly helps large companies (financial services firms mostly) adopt modern delivery and project management practices. In theory we do stuff like help large organizations adopt methodologies like Agile, SAFe, Kanban, etc etc. The PMI with their “PMP” certification is often viewed as outdated, but there’s still a lot of good stuff there.

Tools like Jira, Trello, Confluence, SharePoint, Monday.com, Teams, ServiceNow, and of course MS Project are common. Even creating “trackers” (basically a “list”) in Excel has its place. MS OneNote for taking notes.

Then of course you need reporting to understand what everyone is working on and when things are do. Gannt charts, RAID logs, status reports, burndown/up charts, Kanban boards, etc, etc

But the reality I’m finding (at least with the clients I work with in banking and finance) is that no one outside of IT and software development or jobs where you build complex physical things wants to use any of that shit. It’s all about sending emails back and forth and trying to keep track of everything with emails and Outlook.

The reason for that is that non-technical office drones a) are incentivized to show how busy they are furiously passing emails back and forth whenever their boss requests it and b) they know fuck-all about how to use these tools and methodologies.

And managers don’t seem to want to use any of this shit because then they would be on the hook for putting together a shitty plan instead of being able to say “I asked the team to work on this on Friday at 5pm and they couldn’t put it together my Monday”. I also find that a lot of manage finds the discipline of project management-related activities to be non-productive “busywork” (as opposed to productive spinning of wheels and bottlenecks because you need critical input from someone who is similarly inundated with ad-hoc requests.

So I suppose use whatever of these tools you have access to that seems to meet your needs. But know that the reason you are drowning in tasks in probably more related to your organization being poorly run.

I’ve used Basecamp and liked it. A small non-profit I volunteered for used it for its initial setup and it worked well for us (and was also free for us to use at the time since we were so small).

It still offers a free 30-day trial, so might be something you want to look at to see how it suits.

Absolutely. Every time we have tried to implement something different in leadership, it failed. Getting people to use Teams chat failed. Even just asking people to stop sending so many goddamn emails failed. And good luck getting a useful email response.

So any solution I find will be for me only. And maybe my boss. She is pro systems efficiency like me.

Today I put together what’s needed for a federal grant on Trello. I really won’t know how I feel about the tool until I have done a whole project with it. It was easy enough to put tasks in there I guess.

We did try Monday.com as an alternative to a grants database, and that was a no from me. But I never really looked at it as just for project management. The main issue I had with it is you couldn’t pull the data I wanted. We ended up just putting all the grants in Raiser’s Edge. But that is not a project management tool. It’s a donor database.

I used to use a task management tool called Nozbe based on the GTD method and I may go back to it. I may just use Outlook for storing emails and not much else. I tried using Outlook categories for individual projects today and it crashed every time I tried to do a search for that category. I hate Outlook so much.

Yeah. But the problem is that you (and presumably everyone else) is just using whatever tools are most convenient in the way that’s most convenient for them. The result is you don’t get any economies of scale.

We dealt with something like this on my current client at work. My team got pulled off our project to help another team to basically process documents. The various business entities had to put together 500 or so sets of standard documents (2 page Powerpoint and a matching Excel spreadsheet of up to around 20 rows) that more or less describe system requirements to be entered into a system where some other IT team would later work on them. Each set had to go through 3-4 layers of review and approval before they could be entered into the system.

Our team was about a dozen people responsible for managing the process and acting as the first layer of review.

There was also an unmovable deadline to get this done.

The problem was that the whole thing was managed and tracked in Outlook and manually updated Excel spreadsheets. Various upper managers would demand “real time updates” at various points, causing the whole team to stop what they are doing to scramble to update the Excel reports.

I spent most of my time with our team leader trying to figure out ways to make this process more efficient, or at the very least trackable.

We eventually got it done, but I know for a fact that much of the information entered into the system was ultimately incorrect and entered just so our larger group could check off that we completed it all by the deadline. But that just pushes it down the line to be corrected later.

In contrast, my last project we did something similar (the project itself building a system to automate a manual banking process), but they used Azure DevOps (similar to Jira). There were different issues, but because they tracked each level of approval as separate tasks 1) the information was all centralized where anyone could reference it as opposed to emailing around to figure out where and who has what they need and 2) I could track and measure the pace that work was happening and predict when it would finish.

What’s remarkable is that even seeing the data, people refuse (or are unable) to change the way they do things. Based on the rate of the business and IT approving requirements tickets, I predicted the project would extend months past the deadline using a simple burndown chart.

My boss was concerned that if we missed our deadline by that much we would all get fired from our company, so he had me put together a plan using a traditional Gantt chart that showed how we could meet our deadline. Fine. We can meet our deadline if the head of business approves 20 tickets a day (on top of whatever other work they normally do) instead of 1 ticket every 2 days. And that is going to compress every day for the next 3 months.

I was actually pulled off the project to save money (which kind of makes sense as I’m one of the most expensive members of the team and mostly produce bad news). But the project did ultimately fail in the exact manner I predicted it would.

Ultimately I tend to think like an engineer (specifically a civil engineer where you can’t just “will” a 40 ton beam to appear at the top of a skyscraper or concrete to cure faster than it does). Business people I tend to view as dummies who end up as either salespeople or clerks. The problem is there is too much information moving too quickly for people not to keep track of it with systems. But it’s just dummies passing paper back and forth (digitally) with no care about where it goes and that’s their job, so what incentive does anyone have to spend time and money to replace their job?

I’m fighting this at my job. “Just dummies passing paper around” describes the processes well. As I understand it, they literally were using paper until COVID hit. Then they switched to email and digital signatures in a clunky way, so there’s so much work involved in getting each paper around. And due to COVID they now have fully remote employees - hi! - and their system doesn’t really work because it still relies on sharing information verbally. The remote employees never get the information they need to be efficient.

I’m losing my mind trying to keep up with the forms that confirm I filled out other forms!

There’s so much data, and finding it again in the future relies on someone remembering it and maybe having a record of the project number because there’s no way to search for it. If you don’t have that key piece of info, you’ll never find previous similar projects and you end up doing things from scratch that really don’t need to be done that way.

I’ve been pushing for modernization since I joined the company, but the attitude is that the department is efficient per the metrics they apply (which really just measure an inefficient system, so of course it looks good) so why improve anything?

I swear this company stalled in 1994. Half our templates are .doc!

I make my own trackers and flowcharts and such to try to untangle all this stuff that’s only done by tribal knowledge.

The paperwork will make me leave, I swear.

This is also a piece of it. Having to solicit everything via email and not being able to walk down the hall and say, “Hey! I need this thing right away!” has made the email situation worse. I’ve started to try to mitigate this by holding meetings with directors via Zoom whenever I have a project for them. That way I can ask for everything I need at the meeting. Because if I send them the narrative questions they will respond with a few bullet points and nowhere near the detailed information I need to get it done. Which results in a back and forth, “I need you to elaborate on X, Y, and Z.” This was a mistake I made last month when I got blindsided by several competitive bids.

So this time around I’m just making sure we meet early, and I can ask all the questions I need to ask during the meeting, and I think directors prefer this too because they have no idea what goes into a grant application.

We used to have to document on our time input what we are doing by the hour. We don’t bill clients or anything. There was another department that did it in 15 minute blocks which is entirely insane (that boss is gone).

This is very, very difficult in my/our jobs as we jump around between things. It’s very dynamic. With days of smooth sailing and then a storm comes along. This documentation was a guesstimate at best. But usually just BS. It. Did. Not. Matter.

Along came a new boss and said ‘F that shit’. Your supervisor should have a clue of what you’re doing or is not doing their job. “I don’t need those numbers, we are wasting your time and my time. Do your job”. - Excellent.

Ooh I still have timesheet PTSD from two jobs ago (apparently it got better, but back then there was a micromanaging asshole director who insisted). It took me a good half hour to fill mine in every week since I was in a senior position and heavily solicited, so I worked on many projects and programs per day. It was such a stressful thing.

My current job is nominally better, at least the process is easier, but I honestly just give rough approximations. I’m just not able to track what I do all day long, I’m busy doing it.

I’ve avoided management roles because they seem so soul sucking. Technical all the way, please, but omg get a database!

If that were my situation, I’d be fucked. I get a very long leash because I have a nine year history at this agency of getting shit done. I work mostly remotely, and come in for funder meetings or whenever I feel like it. As long as I meet my deadlines, they don’t care how many hours I work. I recognize how privileged I am.

We recently started using an HR software that tracks employee goals in a system but it’s not hourly, it’s more like, “Did you get this thing done you said you would do last week? Okay, cool.”

I thrive with autonomy, I just couldn’t work in a micromanaged setting. Every time I’ve tried I end up quitting.