Projects

Different types of Projects and how they work with the Next Actions list.

According to GTD, a Project is a desired outcome, or an objective that takes several steps to achieve. A project usually requires planning and completing actions over the course of several days. This page explains how Everdo approaches projects.

Project Actions Appear in the Next List

The Next list combines all actionable tasks from your active projects, as well as the standalone actions. This allows you to pick your work out of a single list, instead of switching between projects.

Parallel vs Sequential Projects

In a sequential project, only the top action is considered actionable and gets added to the Next list. In a parallel project, all actions will appear in the Next list.

For example, suppose we have the following projects and actions.

Project A (sequential)
- Action A1
- Action A2

Project B (parallel)
- Action B1
- Action B2

Then we the Next list will look as follows.

Next
- Action A1
- Action B1
- Action B2

Projects vs Checklists

Everdo support checklists, which are created by writing the action's description as follows.

- step 1
- step 2

When should you create a project instead of using the checklist feature? A useful rule is to prefer checklists when you are dealing with a group of steps that typically need to be done in one go. On the other hand, if the steps can be spread out across days and different contexts, then a project will work better.

In general, it's good to use checklists as criteria for completion, or a specific set of steps that should be followed to complete the action correctly.

Using this approach allows to cut down on the number of projects, thus reducing the effort required to maintain the system.

In the desktop app, you can easily convert an action with a checklist in a Project, as we now show.

Converting an Action Into a Project

To convert an action with a checklist into a project with sub-actions, follow these steps.

  1. Drag and drop the action into the Projects navigation item in the Navigation Area on the left.
  2. Click the newly created project to open it.
  3. Hover the cursor over the checklist and select Convert to actions in the menu that appear in the top right corner of the checklist.

As a result, a new project action will be created for every checklist item. Then you can remove the checklist from the project.

Notes

  • Actions dynamically inherit tags from their project, in addition to their own tags.
  • Projects can be scheduled to start on a certain date, but they cannot be recurring.
  • Projects can be copied/cloned by using the Ctrl+Drag gesture in the desktop app, or by using the Clone option in the item-level context menu.
Last modified January 1, 0001