What tools are you using to keep track of progress on longer-term projects?
Since starting a new job earlier this month, I simply maintained a notebook with tasks. Once those are complete, I cross them out and add them to my Goals / Brag sheet that I keep for personal reference. I'm now wondering why I didn't do this all along.
I decided to go back to basics, and went to pen and paper. Got a simple (but gorgeous) kit from Ugmonk [1], and I now use it to prioritize my day/week. Ugmonk follows the classic GTD style of Today / Next / Someday, which helps keep you focused on what is immediate / medium term / long term.
I still use Trello for brainstorming, and to store things online that I'm working on, as well as archive for comments/screenshots/links, things I need to follow-up on, etc.
The combination of Trello for online storage, and a paper-based prio list that is right in front of me seems the perfect balance. I look at Trello a couple of times per week, and write my priorities for the day/week on a Ugmonk card every night.
In parallel I'm testing Obsidian as a long term knowledge library. The client app is way better than it was last year, but I still need to create the habit of taking notes everyday.
[0]: https://www.craft.do
You can see it on this page. Note that I haven't decided if I'll launch the app yet, so there's not even a domain name. https://qzj2yr24qf8m.umso.co/
GTD also recommends you keep a projects list to remind you of all the open projects you have.
Really, IME, the technology doesn't really matter. I've never seen a tracker that scales really well, and unless very large scale is required, afaict they are all about equal.
I do not rely on writing todos to accomplish todos, for the accomplishment, I focus on "set and setting", using self-talk, making a comfortable workspace etc.
For a lot of things this seems to be a sweet spot.
On occasion I will use a mind mapping tool. This is really another way of brainstorming a topic, and so it doesn't "put things in their place" so much as it does introduce new relationships and address coherency of thought process. The hierarchy of mind mapping is often too much structure and something more like a word or phrase cloud is called for - which grids are good at emulating.
It’s sort of todo lists and one line notes, all saved into one folder.
I’ve found for myself that I just need something very simple and easy to use. There are programs out there that let you use mark down, or they sync your todo lists or your notes. All this extra fancy stuff just adds complexity and for me, distracts me from the actual stuff I need to get done.
Of course, this isn’t a silver bullet for everyone.
It's worked well for a couple of years, and helps me keep the long term goals in mind.
[^1] https://github.com/DomWilliams0/name-needed/blob/develop/.pl...
I really only reference it at the start of my day or week. If something really needs to break out on it own subpage.
For organizational todos for projects, contracts, booking stuff for trips etc.. pasting a screen clipping freeform or inline into OneNote or dragging in a docx/pdf is a killer feature nothing self hosted seems to have.
What I’ve finally come to understand is that the tool doesn’t matter all that much. More important is making a habit of using it.
I’ve recently read it takes on average 66 days to form a habit (much longer than the traditional 21 days I had always heard). If you can stick to your daily productivity tactics until it forms a habit, you’ll be in a good place.
I am also a part of the cult slowly building a personal database in obsidian to use as postmortal-simulation training fodder later.
Larger work projects - Separate Todoist folder with a ToDo for each item (e.g. "Increase modal by X pixels")
Jira tickets - Obsidian.md (I create a page for an in-progress ticket and add personal notes, Q's to ask about (I include the answers), etc.)
Simple things - White board on my wall
TeX for everything; it's basically `duck-talking` with snippets of code. One TeX doc per project.
Calendar file with reminders to do stuff in the future, ie. delegate to your future self.
Todos in a scratch wiki page, so notes can be scribbled from any device.
For software projects I use an issue tracker of course.
I tried with a paper notebook but it's harder to prioritize and organize things on paper.
Now I only use paper to resolve problems
Lately I've been using Workflowy however and it's actually managed to minimize my Notepad-spam.
Long Term: Markerboard in office