Tracking Ideas – A Technological System

Here’s a cool trick you might find useful.

I carry a physical notebook with me pretty much at all times so that I can jot down to-do lists, ideas, quotes, etc.  While my commonplace book system is great, I wanted a better system for tracking those spur of the moment ideas that I want to file away for later, such as blog posts, vlog ideas, career ideas, etc.  I could record it in my notebook, but then I would either need a way to collect them at the end of each month when I switch to a new notebook, or I would be forced to copy them over month to month.

The system needed two things.  First, it needed to be mobile.  My notebook is mobile, but for the reasons above, it was proving to be inadequate.  Tracking ideas in a document or spreadsheet from my computer solves the ease of use problem, but it limits the mobility.  Similarly, just having a digital file on something like Dropbox is cumbersome because, while I can access it from my smartphone, navigating the file directory on my phone is tedious and updating files on a small screen is frustrating for something that I wanted to be quick and painless.

The second need, alluded to in the problems above, is that it needs to be frictionless.  The more complex a system is, the less likely I am to use it over time.  Hacks, systems, tricks, and tips are great, but if it’s a chore to use and implement, I tend to abandon them relatively quickly because, let’s face it, I’m weak-willed and lazy (see any of my posts about failing to go to the gym…)

With those two considerations in mind, I stumbled on an option and found inspiration in a video my vlogging partner, Jim, posted on Youtube:

 

I set about to appropriate his system and adapted it for my own use.

I created an IFTTT (IF This Then That) action that when I made a note from a homescreen widget on my phone, it would automatically save it to a designated spreadsheet in my Google Drive.

IFTTT ingredient

 

I have it set up to just record the date and time of the note, and the notes content to the next empty row.

In Google Drive, I set up a new spreadsheet with multiple tabs.  This way, all the ideas come from my phone to the first tab of the spreadsheet.  From there, I can move the ideas to different tabs to better organize them by category.  In the green cells, I note where I moved the idea, then I hide the relevant row when the information is copied over.  This allows me to have all the ideas collected in one place (the front page), but completed actions are hidden to streamline the process.

IFTTT spreadsheet 2

 

All that was left to do was set up a widget on my phone and start recording ideas.  The widget for IFTTT was already available as an option, so I didn’t need to download any extra applications.

Screenshot_2018-11-30-10-23-34~2
From my homepage, I tap the round icon at the top-right of my screen.

 

Screenshot_2018-11-30-10-24-28
From there, I type in the idea, usually with a preface comment to help me sort things later.

 

Screenshot_2018-11-30-10-24-52
I then tap the blue circle at the bottom of the note and it sends it to the spreadsheet. 

 

IFTTT spreadsheet

 

It’s been a handy system so far.  I can access the sheet from my phone, but primarily I need it on my computer, so the cross-platform utility is great for me.  It also allows me to captures a wide variety of ideas without needing to put them to separate lists initially, whereas if I captured these in my notebook, it would be hard to sort, search, and categorize without dedicated lists.  I like the flexibility and the streamlined process.

Let me know if you have any systems that you find handy.  I’m always on the lookout for good ideas to test out.

Stay Awesome,

Ryan

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