Largely inspired by your post here, @wilsonng, here’s a quick look at my current Todoist setup.
Note: I am a premium subscriber, so some of what I’m doing here may require that (In particular the custom filters are premium features, I think.)
When? - Priority Levels & Due Dates
I don’t like using the due dates unless the item truly has a due date. Using due dates as a way of scheduling tasks always falls apart for me. So, I’ve decided to use the “Priority” system as a way of indicating when I plan to complete things. Here’s how I do it: Priority 1 (p1) is for items I want to complete today, p2 for items this week, and p3 for items this month.
What for? - Project Hierarchy
I have 4 main “top level” projects: Review, Personal, Family, and Work under which I place appropriate sub-projects and tasks.
Filters: What should I do now?
Combining the previous items “when” and “what for” I’ve got some nice daily, weekly, and monthly lists. The daily lists are “favorited” so they show up in my sidebar at the top, along with a special “Review” filter. Here’s what that looks like:
My current workflow…
I begin by going through the 4 favorited “filters” starting at the top. That means any reviews that need to happen, happen. The other three filters show me what I’ve got left over (if anything) from yesterday that I intended to complete. If those main filters indicate to me that I have room for more in a particular area, I go to my “this week” list for that area. For example, if it’s Saturday and I only have 1 or two items in my Personal and Family filters, I’ll go check the Personal (this week) and Family (this week) lists to see if there’s anything to bump from a p2 to a p1. I also review the Personal (this month) etc. lists with a similar eye, things to move into this this week. Finally, I can go straight into my projects and add items to this month, week, or today. Here are those filters, and a few others I use which are probably transparently understandable:
That’s pretty much it.