ThinkingRock v1.2.3 ManualTable of Contents
PrefaceThis manual consists of the application help files combined into one document. IntroductionThinkingRock is a software application for collecting and processing your thoughts. It allows you to deal with all information worth remembering and thinking about. Much of our thinking is about the things that we want or need to do. ThinkingRock allows you to collect and process these thoughts into actions and projects consisting of actions and sub-projects. This information can be subsequently organised, reviewed and processed. By having this thinking managed in a trusted system, you are free to think on a higher level and your brain cycles are not used up with managing and trying to remember all the things you need to do. It becomes easier to make decisions and to make the best use of your time. It also allows you to say "No" as you realise just how much you have to do already. To have great ideas, you need to have a clear mind, take time to sit and think, and not get drowned in everyday tasks and information overload. ThinkingRock is based on the book Getting Things Done® by David Allen (http://www.davidco.com). OverviewGetting StartedThe first time ThinkingRock is run, you need to create a new data file by using the menu option File New. Set UpInitially you need to setup the Topics and Action Contexts that you will need. Process FlowUse the Collect Thoughts screen regularly to make sure of the following:
Whenever a thought requires more than one physical action to be fulfilled, you can create a Project. This will allow you to group Actions and perform them in the sequence required. When you review your projects, you will be able to plan and organise them. If a thought is related to an existing project or sub-project, you can add the new action to it. Processing any thought should only take a few seconds: you are only deciding what should be done with the thought, not acting on it. Once a thought is processed it will not appeared anymore on the Collect Thoughts screen. Once the whole picture of your work is in front of you, you can start doing the actions on your list according to your Context: where you are, the energy and time you have available. You should review your information regularly: daily for actions and projects, weekly for the future items. When you first start using ThinkingRock, the three steps required to get from a thought to an action into your "Do ASAP actions" list might seem cumbersome but this tool is designed to encourage clear thinking. Going regularly to the Collect Thoughts screen encourages you to enter all you other thoughts everytime and not just the action which came to mind. Similarly, when you plan your projects, we strongly recommend that you enter the Purpose of the project, the Vision of the results, Brainstorming all ideas and Organization of them. This information will help you to be more effective, motivated, clear, productive and innovative. Being clear about why you are doing a project and what you hope to achieve is the best way to make it a successful and enjoyable challenge. User InterfaceThis section describes the Graphical User Interface (GUI) features of ThinkingRock. IconsThinkingRock uses the following icon representations:
Text Colours and EffectsEach thought, action, project and item will be displayed in the text colour and background colour of its associated topic, except when:
If a project or action is done, the text will be striked out. Note: when choosing the colour for a topic, avoid grey and red as these colours have the special meanings described above. Keyboard ShortcutsThere are several shortcut key combinations used in the ThinkingRock application. When the focus is on a button, pressing the space bar activates the button. There are several menu shortcut keys. The short-cut key combination is listed to the right of the menu entry. For example you can save your data using the File menu and Save menu item, alternatively you can enter the shortcut key combination of [Ctrl]+[S] if you are using Microsoft Windows or [Meta]+[S] if you are using Mac OS X. File HandlingThinkingRock saves data in XML files.
The default data file is named You can create a new data file, open an existing data file, save the data file or "save as" the data file to another file. See the sections below. File NewThe File New menu item allows you to create a new ThinkingRock data file. A dialog box is shown where you enter the file name and choose the folder location. The "New File" button will create and open the new file. File OpenThe File Open menu item allows you to open a ThinkingRock data file. A dialog box is shown where you locate and select the data file. The "Open" button will open the file. File SaveThe File Save menu item allows you to save changed data to the data file. Note that the data file is automatically saved periodically and when the application closes down. File Save AsThe File Save As menu item allows you save the current data file to a different file (making a copy). A dialog box is shown where you enter the file name and select the folder location for the file. The "Save As" button will save the data file to the new file and open it. Subsequent changes will affect the new file. File Save ToThe File Save To menu item allows you save the current data file to a different file (making a backup at this point in time). A dialog box is shown where you enter the file name and select the folder location for the file. The "Save To" button will save the data file to the new file. Subsequent changes will not affect the new file unless you perform another Save To later. ScreensThis section describes the screens of ThinkingRock. Collect ThoughtsThis screen is used to enter all you current thoughts. It should be empty most of the time: initially and everytime after you have processed all pending thoughts. Thoughts are classified by Topics. The order you enter thoughts is not important, but it may help to enter them by Topic to ensure you cover everything. The data in this screen is displayed in a table. To navigate between rows and cells, you can use the mouse, the arrows keys or the Tab, Shift+Tab keys. The Enter key moves down cells within the same column. The Thoughts are ordered as you have entered them, with the first thought at the top of the list.
Enter a new thought using the Add Thought button If you notice a mistake, you can navigate to the appropriate cell and make the changes.
You can delete a thought by using the Delete key or the Thought Delete button Process ThoughtsThe thoughts collected through the Collect Thoughts screen are displayed one by one, in the same order as entered. A counter indicates how many thoughts still need to be processed. If this screen has been called when re-processing an Information Item or Future Item, the corresponding thought will be displayed first. First of all, you need to decide if the thought is actionable or not. If the thought is not actionable, you can do one of the following:
Click the project check box if a new project is required. A new project will be created and the project description will be set to the thought description. A first "Do ASAP action", "Plan and organise this project + the thought description" is created (but can be overwritten). You must enter the description of the next physical action that should be done. When you select the actionable radio button, the application copies the thought description into the action description field but it can be overwritten . A context for this action can also be selected. You can also enter notes for that action. The display of the notes field is configurable (see User Preferences). You now have five choices for this action as follows.
Note: when you click on the (schedule or follow-up) date button, the calendar window "Select Date" will open, allowing you to Select a date, Clear it or Cancel. You can select a date by double-clicking on it. If the thought is related to an existing project, select from the list the project or sub-project the action (and possibly the new project) belongs to. Otherwise keep the default value "None".
Lastly you press the Process Thought button Review ProjectsPurposeThis screen is where you plan and review your projects. The screen is divided vertically into two parts. The left part is the project tree (explorer) and the right part displays the details of either a project/sub-project or an action depending on what is selected on the tree. When expanded the project tree shows sub-projects and actions under each project. You can set-up the screen to show you done projects, sub-projects and actions or not. All the single actions are listed under the "Single Actions" node. NavigationTo navigate on the project tree, you can use the mouse or the up and down arrows keys. To navigate on the detail part, you can use the mouse or the Tab, Shift+Tab keys. Once you have selected a project, sub-project or action on the tree part, you can move to its description by pressing CTRL+Tab. Project Tree
Order
Tree expansion You can expand all and collapse all of the sub-projects within a project by selecting the project tree node and press CTRL+E.
Copy, Cut and Paste functionality
Drag and Drop functionality
Show Done functionality PlanningTo edit a project's or sub-project's details on the right part of the screen, you select it on the project tree. You can then:
Please note that there are no limits to sub-project nesting, i.e. a sub-project can include sub-projects, etc. but it is recommended not to use more than a few levels. Similarly an action can be edited by selecting it from the project tree once the project/sub-project has been expanded. You can then:
You can delete a project, sub-project or action by selecting it on the project tree and pressing the Delete Review Actions
PurposeThis screen is where you review your current actions. You can choose which actions to include: Inactive, Do ASAP, Delegated and/or Scheduled. You can either show or hide actions which have been completed and filter according to the context and topic. The "Up to" selection lets you choose how far in the future you want to review. Your selection is kept when you exit the application. A counter indicates how many actions are selected. The screen is divided horizontally into two parts. The top part contains the actions as per your selection. When an action is selected, the bottom part will display the details of the action and the project it is in (if any). The navigation and functionality of the bottom half of the screen are the same as in the Review Projects screen. NavigationThe actions are displayed within a table. To navigate between rows, you can use the mouse or the arrows keys. OrderInitially the actions are ordered in ascending order of Date (Scheduled or follow-up) within context, actions with null date are displayed first.
The column order, size and sorting order are saved and restored. Context selectionYou can choose to display the actions for all contexts or a specific one. The selection is kept if you leave the application and come back. Topic selectionYou can choose to display the actions for all topics or a specific one. Check Boxes functionalityBy pressing on each of the check box at the top of the screen, you can choose to include or exclude corresponding actions. The selection is kept if you leave the application and come back. Up To selectionYou can choose to display the scheduled and/or delegated actions with a scheduled / follow-up date set to Today, Tomorrow, within Three weeks, etc. Actions with a date prior to the Up To are also displayed: for example, if you select Tomorrow, action set for Today are also listed. Overdue actions are always listed. The selection is kept if you leave the application and come back. Print ScreenYou can print the actions shown on the screen by selecting the Print option from the File menu (or using the shortcut key). Done Actions
PurposeThis screen is where you look at your done actions. You can choose the period within which the actions were created or done. You can filter according to the context and topic. Your selection is kept when you exit the application. A counter indicates how many actions are selected. The screen is divided horizontally into two parts. The top part contains the actions as per your selection. When an action is selected, the bottom part will display the details of the action and the project it is in (if any). The navigation and functionality of the bottom half of the screen are the same as in the Review Projects screen. NavigationThe actions are displayed within a table. To navigate between rows, you can use the mouse or the arrows keys. OrderInitially the actions are ordered by done date.
The column order, size and sorting order are saved and restored. Period selectionYou can choose a From Date and To Date: either select a date or Today, Tomorrow, within one week, etc. The period is either applied to the created date or the done date of the action according to your selection. Context selectionYou can choose to display the actions for all contexts or a specific one. Topic selectionYou can choose to display the actions for all topics or a specific one. Print ScreenYou can print the actions shown on the screen by selecting the Print option from the File menu (or using the shortcut key). Review ASAP Actions
PurposeThis screen is where you review all current actions (actions that have been set as Do ASAP). You can open this screen and decide what to do depending on the context you are in, the amount of time available and your energy level. You can either show or hide actions you have already done. A counter indicates how many actions are selected. The screen is divided horizontally into two parts. The top part contains all the Do ASAP actions. When an action is selected, the bottom part will display the details of the action and the project it is in (if any). The navigation and functionality of the bottom half of the screen are the same as in the Review Projects screen. NavigationThe actions are displayed within a table. To navigate between rows, you can use the mouse or the arrows keys. Order
Show Done functionality
By clicking the Show Done check box at the top of the screen, you can choose to include or exclude actions that have been done. The choice is kept if you leave the screen and come back. Review Delegated Actions
PurposeThis screen is where you review the actions you have delegated. You can either show or hide actions which have been completed. A counter indicates how many actions are selected. The screen is divided horizontally into two parts. The top part contains all the delegated actions. When an action is selected, the bottom part will display the details of the action and the project it is in (if any). The navigation and functionality of the bottom half of the screen are the same as in the Review Projects screen. NavigationThe actions are displayed within a table. To navigate between rows, you can use the mouse or the arrows keys. OrderInitially the actions are ordered in ascending order of Follow-up Date.
Show Done functionality
By pressing on the Show Done check box at the top of the screen, you can choose to include or exclude actions that have been done. The choice is kept if you leave the screen and come back. Review Scheduled Actions
PurposeThis screen is where you review the actions you have scheduled for a certain date. You should concentrate on the actions scheduled for today. If there are actions scheduled in the past and still not done, you should decide to:
You can either show or hide actions which have been completed. A counter indicates how many actions are selected. The screen is divided horizontally into two parts. The top part contains all the scheduled actions. When an action is selected, the bottom part will display the details of the action and the project it is in (if any). The navigation and functionality of the bottom half of the screen are the same as in the Review Projects screen.
NavigationThe actions are displayed within a table. To navigate between rows, you can use the mouse or the arrows keys. OrderInitially the actions are ordered in ascending order of Scheduled Date.
Show Done functionality
By clicking the Show Done check box at the top of the screen, you can choose to include or exclude actions that have been done. The choice is kept if you leave the screen and come back. Review Future ItemsThis screen is where you review the thoughts that you might like to do in the future. The data in this screen are displayed within a table. To navigate between rows and cells, you can use the mouse, the arrows keys or the Tab, Shift+Tab keys. The Enter key moves down cells within the same column. The Future Items are ordered alphabetically within topics.
You might decide that now is the time to start on a Future Item: navigate to it and press the
Reprocess Thought button A future item starts with a thought so you can not add future items using this screen. Use the Collect Thoughts screen for new future items. If you notice a mistake, you can navigate to the appropriate cell and make the changes.
You can delete a Future Item by using the Delete key or the Delete button
Review Information ItemsThis screen is where you review the information you have kept. The data in this screen are displayed within a table. To navigate between rows and cells, you can use the mouse, the arrows keys or the Tab, Shift+Tab keys. The Enter key moves down cells within the same column. The Information Items are ordered alphabetically within topics.
You might decide that the initial thought should have been actioned instead of being stored as information: navigate to
the corresponding Information Item and press the Reprocess Thought button An information item starts with a thought so you can not add information items using this screen. Use the Collect Thoughts screen for new information items. If you notice a mistake, you can navigate to the appropriate cell and make the changes.
You can delete an Information Item by using the Delete key or the Delete Information Item button
TopicsThe topics are used to classify your thoughts and are kept as the thoughts become an item, an action or a project. Examples of topics are: Personal, Financial, Health, House, Work, Kids, Book, CDs. The data in this screen is displayed within a table. To navigate between rows and cells, you can use the mouse, the arrows keys or the Tab, Shift+Tab keys. The Enter key moves down cells within the same column. The Topics are ordered in data entry order. "None" is on the top of the list and cannot be updated or deleted.
Enter a new topic using the Add Topic button If you notice a mistake, you can navigate to the appropriate cell and make the changes. To modify the colour, you have to click once on the cell to open the window Choose a Colour.
You can delete a topic by using the Delete key or the Delete Topic button ContextsA context should describe where or how an action could be done. Examples of contexts are: Phone calls, At Computer, At the Shops, On-line, At Home. Contexts are useful for deciding what you can do next when you have a bit of time, as this depends on where you are and what tools you have available. The data in this screen is displayed within a table. To navigate between rows and cells, you can use the mouse, the arrows keys or the Tab, Shift+Tab keys. The Enter key moves down cells within the same column. The Contexts are ordered in data entry order. "None" is on the top of the list and cannot be updated or deleted.
Enter a new context using the Add Context button If you notice a mistake, you can navigate to the appropriate cell and make the changes.
You can delete a context by using the Delete key or the Delete Context button
ReportsThis section describes the report features of ThinkingRock. Next ActionsYou can produce a PDF file listing all the actions to be done this week and all Do ASAP actions. Parameters
LayoutThis report is split into the following sections:
The actions are listed with the following information:
The date in the header is today's date. OutputThe PDF file is saved in the folder specified within the user preferences (see User Preferences). Current date and time are used to build the report name to make it unique. It can be printed using Adobe Reader software. Please note that the font is large enough to print 4 pages per sheet (Page handling section in the Print dialog box of Adobe Reader). Actions By ContextYou can produce a PDF file listing actions ordered by contexts for a chosen period in the future. Do ASAP, Scheduled and Delegated are always listed but you can choose if you want to include Inactive and/or actions which have been completed. You can choose to include actions notes, project/thought description into your report. Parameters
LayoutThe actions are grouped by context. The contexts are listed alphabetically (except for None which is on top). Within each context, actions are ordered by ascending date, followed by Do ASAP actions and lastly Inactive actions (if included). The actions are listed with the following information:
The header is set to the words "Actions Up To" followed by the Up to date (today's date + the number of days corresponding to the period Up To selected by the user). The date in the top right corner is today's date.
OutputThe PDF file is saved in the folder specified within the user preferences (see User Preferences). Current date and time are used to build the report name to make it unique. It can be printed using Adobe Reader software. Please note that the font is large enough to print 4 pages per sheet (Page handling section in the Print dialog box of Adobe Reader). Actions By DateYou can produce a PDF file listing actions ordered by date for a chosen period in the future. Do ASAP, Scheduled and Delegated are always listed but you can choose if you want to include Inactive and/or actions which have been completed. You can choose to include actions notes, project/thought description into your report. Parameters
LayoutScheduled and Delegated actions are listed first, ordered by action date, then Do ASAP actions grouped by context, followed by Inactive actions grouped by contexts. The actions are listed with the following information:
The header is set to the words "Actions Up To" followed by the Up to date (today's date + the number of days corresponding to the period Up To selected by the user). The date in the top right corner is today's date.
OutputThe PDF file is saved in the folder specified within the user preferences (see User Preferences). Current date and time are used to build the report name to make it unique. It can be printed using Adobe Reader software. Please note that the font is large enough to print 4 pages per sheet (Page handling section in the Print dialog box of Adobe Reader). Project DetailsYou can produce a PDF file listing all the details related to a specific project or all projects. There are two versions of this report: current - where only projects that are not done are selected; all - where done projects are included. Parameters
LayoutOn the first page, all the details displayed on the Project Tab are listed, followed by a tree showing the sub-projects and actions for the project. These are ordered as per on the screen, i.e. as defined by the user.
If the sub-projects are printed, the same layout is used for each sub-project. The date in the header is today's date.
OutputThe PDF file is saved in the folder specified within the user preferences (see User Preferences). Current date and time are used to build the report name to make it unique. It can be printed using Adobe Reader software. Please note that the font is large enough to print 4 pages per sheet (Page handling section in the Print dialog box of Adobe Reader). Project OutlineYou can produce a PDF file listing the outline of a specific project or all projects. There are two versions of this report: current - where only projects that are not done are selected; all - where done projects are included. Parameters
LayoutFor the selected projects, the tree showing the sub-projects and actions for the project. These are ordered as per the screen, i.e. as defined by the user.
The date in the header is today's date.
OutputThe PDF file is saved in the folder specified within the user preferences (see User Preferences). Current date and time are used to build the report name to make it unique. It can be printed using Adobe Reader software. Please note that the font is large enough to print 4 pages per sheet (Page handling section in the Print dialog box of Adobe Reader). PocketModYou can produce a PDF file listing all the actions in the PocketMod (www.pocketmod.com) format. Parameters
LayoutThe selected pages are displayed in the PocketMod order as follows:
The actions are listed with the following information:
The date in the header is today's date. OutputThe PDF file is saved in the folder specified within the user preferences (see User Preferences). Current date and time are used to build the report name to make it unique. It can be printed using Adobe Reader software. Please note that the font is large enough to print 4 pages per sheet (Page handling section in the Print dialog box of Adobe Reader). ImportThis section describes the import features of ThinkingRock. Import ThoughtsYou can import a text file containing thoughts. A file dialog box allows you to select the file to import. The last directory used will be remembered.
ParametersNone.
LayoutEach thought should be on a separate line optionally followed by a tab and the topic name. If the topic does not exist or is not recognised, the topic "None" is set. If the file is large (greater than approximately 50 lines) a confirmation message is displayed. ExportThis section describes the export features of ThinkingRock. Export Actions (Text)You can export Actions to a text file. You can choose which actions to include: Inactive, Do ASAP, Delegated and/or Scheduled. You can choose to include or not actions which are done and filter according to the context and/or topic. The "Up to" selection lets you choose how far in the future you want to export. Parameters
OutputThe text file is saved in the folder specified within the user preferences (see User Preferences). Current date and time are used to build the file name to make it unique. The output file is opened in the text editor. Export Actions (XML)You can export Actions to an XML file. You can choose which actions to include: Inactive, Do ASAP, Delegated and/or Scheduled. You can choose to include or not actions which are done and filter according to the context and/or topic. The "Up to" selection lets you choose how far in the future you want to export. Parameters
OutputThe XML file is saved in the folder specified within the user preferences (see User Preferences). Current date and time are used to build the file name to make it unique. The output file is opened in the text editor. Export Future Items (Text)You can export Future Items to a text file. You can choose to include the topic or not. Parameters
OutputThe text file is saved in the folder specified within the user preferences (see User Preferences). Current date and time are used to build the file name to make it unique. The output file is opened in the text editor. Export Future Items (XML)You can export Future Items to an XML file. You can choose to include the topic or not. Parameters
OutputThe XML file is saved in the folder specified within the user preferences (see User Preferences). Current date and time are used to build the file name to make it unique. The output file is opened in the text editor. Export Information Items (Text)You can export Information Items to a text file. You can choose to include the topic or not. Parameters
OutputThe text file is saved in the folder specified within the user preferences (see User Preferences). Current date and time are used to build the file name to make it unique. The output file is opened in the text editor. Export Information Items (XML)You can export Information Items to an XML file. You can choose to include the topic or not. Parameters
OutputThe XML file is saved in the folder specified within the user preferences (see User Preferences). Current date and time are used to build the file name to make it unique. The output file is opened in the text editor. User PreferencesThe User Preferences screen allows you to change some aspects of the application. The following sections explain what you can change. General - Check for updatesIn this category there is an option for when ThinkingRock should check the Web site for a new version. The choices are:
ScreensThe following options can be changed for the screens.
Screens - Process ThoughtsThe following options can be changed for the Process Thoughts screen.
Screens - ActionsThe following options can be changed for the Review Actions and Done Actions screens.
Screens - ProjectsThe following option can be changed for the Projects screen and panels. Automatically sequence actions. Automatic sequencing is done at project level. If automatic sequencing is set for a project, when the last active action in that project is set to done, the application will set the first inactive action (if any) to the Do ASAP status.
Reports and ExportsThe following options can be changed for reports and exports.
CalendarIn this category there is an option to publish data to an iCalendar format file. If this option is selected the path for the file can be entered. This can be either:
The iCalendar file is output every time the datafile is saved (at least every 30 seconds). It will be populated with Do Asap actions as To Do items, Delegated Actions with a follow-up date as All Day Events and Scheduled Actions as Specific Date and Time Events. Data FilesThinkingRock saves data in XML files. Synchronising Data Between ComputersIf you want to use ThinkingRock on more than one computer, install the program on each system and share a data file by transferring it between them. The data file size is small enough to be sent via email or copied to a USB drive. Automatic Recovery
The ThinkingRock application automatically saves your data every 30 seconds and
creates a backup file with the same name and a .bak extension,
e.g. BackupWe recommend that you backup your data files regularly. FeedbackWe want to make this software as useful and easy to use as possible. Please let us know what you think of it.
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