As I described in the intro to this series, I have split my ideas bucket into two separate systems. It was a decision I didn’t take lightly as it violated my principle that one app is better than two for the sake of reliability and simplicity. In a later post, I’ll explain why Yojimbo is still valuable to me. But this one is really all about…

Text Files.

Notational VelocityThe intro mentions a two headed monster of Simplenote and Notational Velocity as the new addition to my idea capture system. But it’s really not about those apps so much as it is about straight text files. Those just happen to be the best apps, for now anyway, to access the data in my text files.

Here’s why I’ve started using straight text files as part of my capture workflow:

  • Sync and Availability – I have already described the setup in my iPad Writing Workflow post. In short, all of my text files sit in a folder on Dropbox. This folder is connected to Notational Velocity on my Mac which is syncing it with SimpleNote. This means I can access all of this data through the beautiful simplicity of a search in Notational Velocity or SimpleNote on my iPad or iPhone. If somehow I don’t have access to any of those, I can track them down via the Dropbox website in a pinch. And because they are all small text files, sync is instantaneous.
  • Accessibility – Text files are, um, files. I can find data with spotlight, and drag and drop multiple notes at once into Scrivener. And because they are files, they can be seen by more than the apps I’m using. (I’m looking forward to the release of PlainText — since it syncs via Dropbox, I anticipate I will be able to use it with this system as well.) If I wanted to backup all of it to a thumb drive? Easy. And geez, I can even load these files on any basic Mac, Windows, or Linux install without any extra software.
  • Data Processing – Where the accessibility becomes important is when I can start to manipulate the data. All of these files can be sorted and searched with smart folders in the Finder that automatically update as data changes. And they are all visible to Hazel and Automator workflows for crazy possibilities. For example, I drafted this post on my iPad in multimarkdown. When I opened my laptop for final edits, Hazel had processed it into HTML automatically. I just have to open that file, add any images and post. Eddie from Practically Efficient has a helpful post on this.

So what do I use this system for?

  • Drafts – I write a lot of rough drafts on my iPad, like this one. And when I open up my laptop to revise and publish, they are waiting patiently.
  • Incubator – I described my incubator in the original Capture Everything series. Since I’m much more likely to review my incubator during downtime on the go, it’s now in this system. All incubator notes have ppp tagged on the end of them so I can quickly sort down to them or add to the pile.
  • Reading/Book Notes – I’ve also written about my book notes before, and I’ve moved them over to this system as well. I have notes from countless books, and I often search for key terms in those notes when I’m doing research for an article, blog post, or a Bible study
  • Mobile Reference – Any uncategorized notes that would be handy to have on the go get dumped in here. If I need to drop my drill off for repairs (twice already!), the lifetime warranty info is a few taps away.
  • Quick, Temporary Notes – Since these apps sort by most recent, it’s a convenient place to drop a shopping list or other temporary reference. I can make a list at my desk, and it’s waiting on my iPhone when I get to the store.

Two quick tips for setup:

  1. There is one small, but significant step in this setup. Notational Velocity has to be setup to store everything as text notes. This is in the preferences, where you can say where you want to store them. In my case I stored them in Dropbox. But be careful! If you sync to both Dropbox and Simplenote from multiple Macs, your files will endlessly replicate!
  2. If you have notes in Yojimbo, they can be exported as .rtf files. (Again, the accessibility of text files makes this so easy.) I selected my reading notes, incubator notes, etc. and exported them. Once I dragged them into the Notational Velocity folder, they were available everywhere for me.

This might be more than you think you need, but it works great for me. I’ve not gone into detail on the setup here, but most of the links above provide more detailed explanation. And once it’s all setup, you don’t have to think about it. Just open your notes for reference, review, or capture!

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I kicked off this blog over two years ago with a series called Capture Everything. It was influenced by David Allen’s GTD system merged with my desire to have a reliable digital workflow to not lose a single task or idea. The system I described was one I’d already had in place, and it must have worked, because I’m still using it, other than a tweak here or there.

There were three core principles in place then that have sustained that workflow:

  1. It has to be handy, reliable, and streamlined. If something comes to mind, I only want to have to capture it once. For example, I don’t want to write things down in a moleskine that I later have to transfer to a digital tasklist. I’m willing to spend a little time setting up a system up front if it means I can trust it across multiple locations and/or devices.
  2. Tasks and ideas are different. Tasks are actionable and will be completed and whisked away forever. Ideas are concepts or reference notes that I want to tuck away out of site, but have access to for easy retrieval. And if it turns out I don’t need them, that’s okay, because they are out of site, costing me at most a few bytes of storage somewhere.
  3. One app is better than two. With tasks, OmniFocus has been reliable and the only app I needed to manage tasks. (I’m giddy about the imminent release of OmniFocus for iPad.) When it comes to ideas, there is an endlessly growing list of “everything bucket” apps. All of them have strengths and weaknesses, but I’ve tried to use on app to capture all of that — Yojimbo. (I should mention that I scan and store PDFs with Yep, but that is less about creative work, and more about storing bills, statements, etc.) But, this has changed…

I’m now capturing ideas using both Yojimbo and text files via a SimpleNote/Notional Velocity waltz. The iPad spurred this change, but after trying it out, I’ve decided it’s working well enough to stick with it. Of course, I’ve written a number of posts about Yojimbo in the past, and one or two about SimpleNote, but in the next couple weeks, I will do a post on each, describing how it has found a unique place in my idea capture system…and in my heart.

(Based on comments in previous posts, I’m guessing someone will feel compelled to mention Evernote. I know about it. I think the forthcoming posts will describe this setup works better than Evernote for my workflow.)

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Hands on With OmniGroup’s iPad Apps

June 17, 2010

Within a few days of the announcement of the iPad, OmniGroup published a blog post declaring their intentions to fully support the iPad with all of the products. At the time, I still wasn’t sure the iPad would a great device for productive work, but they thought it was. And they were right. The two [...]

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Book Review: Making Ideas Happen

May 25, 2010

With a title like Making Ideas Happen, I expected Scott Belsky’s first book would be of great interest to me, and many other Creativityist regulars as well. Belsky is the founder of Behance and the 99%, a conference built around helping creative people execute their ideas. In the opening chapter, Belsky sums up the content [...]

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Creative Tools: iPad

May 19, 2010

After a month with the iPad, I’ve found it’s more useful in my creative workflow than I imagined it would be. Here are my favorite apps on the iPad for my creative processes: SImplenote (iTunes) This is one of the two apps that makes the pad most useful for me. Simplenote is my primary writing [...]

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Hands on With Textexpander 3

May 14, 2010

I was first introduced to TextExpander three years ago in an episode of MacBreak. At the time, I thought it was nifty, but couldn’t imagine spending $35 on a little utility. I was foolish. Last summer, I blogged about how TextExpander was now at the center of my workflow. From the feedback I received, I [...]

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Revisiting Things

May 6, 2010

Mac users who are serious about keeping on top of their tasks are blessed to have two great apps to choose from: Things and OmniFocus. Judging by how many people find this site by searching for “OmniFocus vs. Things”, this is an ongoing debate, and not an easy decision for many. When I first posted [...]

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announcing 501Words

May 4, 2010

The tagline for this site is Soul. Workflow. Mac., but I’m aware that I’ve spent more time writing here about Mac and workflow lately than about the soul. Certainly the iPad has contributed to this as many of us are learning how it can reshape our workflows. (And there will be more about this, as [...]

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my ipad (and iphone) to scrivener workflow

April 28, 2010

Despite my initial concerns that the iPad seemed geared for consuming rather than creating, I’m finding it can be a great tool for capturing, and even developing, some ideas. As I hoped in that same post, developers are coming along and making some great tools. (One note: everything I describe here can also work on [...]

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a work week with the iPad

April 26, 2010

Last week, I turned my MacBook Pro into a desktop machine, using only an iPad anytime I left the house. For me, that’s every morning, and last week, it included one full day. So…can an iPad be your complete mobile solution? Maybe the picture to the right can tell you what I think. If you’re [...]

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