Monthly Archives: March 2011

Tip: how to track time by project manually with Qlockwork (if you want to)

Qlockwork records your activities automatically and you can assign projects later using rules or by hand, but some of our users like to assign projects to activities as they go along.

If you want to do this, right click in the Qlockwork icon in your system tray:

Windows system tray icon for Qlockwork

select “set override project” and choose a project:

how to navigate to your selected=

From now on, all your activities will be assigned to this project until you unset the override by choosing “No override project” or you choose a different project to assign your activities to.

Today’s Qlockwork tip: how to create sophisticated rules for matching projects to activities

In the Qlockwork Settings dialog you can create rules that match activities with projects. These can be very simple rules like:

  • Project: fruit
  • Rule: apple, orange, banana, mango
  • Precedence default (medium)

If you created this rule, your activity would be tagged with the project “fruit” if it contained the words: apple, orange, banana or mango.

Great, but what if you wanted to be more sophisticated than that and create a specific project for red fruit? You can create a second rule like this:

  • Project: red fruit
  • Rule: “red apple”, tomato
  • Precedence: high

Now if an activity contains the phrase “red apple” it will match the “red fruit” project.

Great, but an activity that contained “red apple” would also match the “fruit” project. So, we created the “red fruit” project with precedence “high”, whereas “fruit” was created with precedence medium.

If a single activity matches more than one project, it will be assigned to the one with the higher precedence (“red fruit” in this case). 

So, you can use very simple project rules, or you can create more sophisticated rules using precedence and phrases.

Qlockwork tip: how to only include work activities in reports

Qlockwork automatically records all activities on your PC. However, you can choose to only report on activities that happened during work hours. This is an easy way to exclude out-of-hours, non-work stuff that you may be doing, like online shopping at the weekend or after work.

To use this feature check the option “Only include activities in your calendar work days” in the report settings dialog:

Qlockwork option - only include work days

If you want to look at or change your calendar work day, you need to go into your calendar options in Outlook.

In Outlook 2010, you can do this by going to the File tab and choosing “Options” from the left hand menu. Then choose “Calendar”:

calendar options in Outlook

By default, Outlook will give you work hours of Monday to Friday, 8-5pm (what a nice thought).

Remember, Qlockwork will record your activities all the time. By using this option you can exclude your evening and weekend activities from your reports, but they will still be saved in Outlook. So, you can still look at them in your calendar or change your mind and report on them.

Free Time Management Guide Part 4, Freeing Up Time

You have defined your goals, assessed where your time is currently being spent and identified time wasting habits.

Harvest Time

You now have all the information you need to use your time more effectively.

Review your activity log.

  • Look for time-eating habits.
  • Look for tasks you could delegate.
  • Look for tasks that don’t contribute to your goals. If they take up more than 5% of your time, rewrite your goals or get rid of those tasks.
  • Look for duplicated work. If several people handle the same emails or attend the same meetings, consider if this is an effective use of time.
  • Look for individual tasks that you are spending a lot of time on. Are you completing them to an unnecessarily high standard? Are you spending too much time on them to avoid another task?
  • Look at how much time you spend reading emails. Minimize it with good email practices.
  • Look for time spent in ineffective meetings. Ineffective meetings should generally be dropped.
  • Look for time spent travelling. Could you use an efficient alternative such as audio or desktop conferencing?

You may find you simply have too much work to do or too many goals. If so, you may need to drop some goals, reschedule them or find imaginative ways to delegate more of your current work.

Re-assess regularly by re-reviewing your activity logs, and checking your progress.

Following these processes can generate hours of extra time every week.

Brought to you by the team behind Qlockwork time tracking for Outlook.

Free Time Management Guide Part 3, Identifying Time Waste

You have now defined your goals and you know where your time is being spent.

Your next step is to review your activities and find out what your personal time-eating habits are. If you can break those habits, you can make more time for yourself.

Identifying Your Time-Eating Habits

A time-eating habit is a pattern of behavior that wastes your time or distracts you from your goals.

Below are some of the most common time-eating habits. You can review your activity logs to find out if one of these habits affects you.

If you identify a time-eating habit, you need to break it. Concentrate on breaking one habit at a time, or you will become overwhelmed. Read on to find out how to spot and break these patterns.

Procrastination

Symptoms

You have an important task that intimidates you and that you are putting off.

Your activity log may contain too many secondary or wish tasks, because you are avoiding one of your critical tasks.

Take action

Avoidance won’t make it any easier, so you’re going to have to bite the bullet and start the job that intimidates you.

Here are some ways you could approach it.

  • Write down what you are trying to achieve. It may seem more approachable on paper than in your head.
  • Break a big job down into smaller, manageable chunks.
  • Get someone else involved. A second viewpoint may make the task less intimidating.
  • If you don’t have the right skills, sign up for a course or in-house training.
  • Get started on an easy part. Once you have made a start, it will be easier to continue.

If you still need help, a professional coach or an encouraging colleague can help motivate you.

Over-Helpfulness

Symptoms

You never say “no” when someone asks you for help. Much of your time is spent on tasks that help other people achieve their goals, but don’t help you achieve yours.

Take action

A common time-eating habit is to sideline your own tasks in order to help other people.

Helping out often makes you popular and it can make you indispensable in your current position. However, it doesn’t help you achieve your professional goals. You can keep helping out but, if possible, try to spend less than 10% of your time on it.

Here are some practical ways to cut down.

  • Value your own work and goals. Make sure the goals you set for yourself are genuinely important to you. Regularly review them – it’s your responsibility to meet them.
  • If someone asks you for help, rather than taking on the job on youself, offer training, advice and feedback on their results. At first, this may take longer than doing it yourself, but it will save time in the longer term.

Distraction By Email

Symptoms

In your activity log, email-reading is one of your biggest overall activities and you read emails throughout the day.

Take action

Email can be very distracting, particularly if you let new incoming mails break your concentration.

Here are some ways to use email more effectively

  • If possible, review new emails only at set times; for example, first thing, after lunch and at the end of the day.
  • Turn off email notifications. Email notifications tempt you to stop your productive work and open your inbox. (To turn off Outlook notifications go to Tools->Options and on the Preferences tab click the “Email Options” button. Now click the “Advanced Email Options” button. Ensure the 4 options in the section entitled “when new items arrive in my inbox” are unticked.)

You can train your team in more effective email communication. Here are some guidelines.

  • Keep emails as short and targeted as possible. For example, don’t write a long email for a wide audience, break it up into several short emails, targeted and sent to smaller groups.
  • Recipients shouldn’t need to open an email to find out what it’s about – the subject should tell them. “About our meeting” is a bad subject. “About next Monday’s meeting on the sales figures” is much better.
  • Every email should have a clear “call to action” – recipients should know exactly what they are expected to do. A good call to action might be, “I need you to read this email and answer the four questions today”. If there are different calls to action for different recipients, consider sending separate emails.
  • Be clear what “cc” means on emails. Recipients can interpret “cc” as meaning anything from “read this email immediately” to “maybe read this email someday”. If a recipient must perform an action (even reading the email) it is usually better to include them on the “to” line.
  • Email is not an efficient means of instant communication. To contact someone urgently, use an instant messaging client or the phone.

An excellent guideline is: write emails for the maximum convenience of the recipient.

Under-Delegation

Symptoms

Your activity log contains tasks that a subordinate could do, with the right training.

Take action

Delegation is the process of transfering your work to someone whose time is less valuable. You may have to train someone before they can take on your tasks and complete them to the required standard.

For each activity in your log, consider:

  • Is there a subordinate or someone less busy who could do this task?
  • If they can’t do it now, could I train them to do it?

Look for a task you spend more than 30 minutes on, per week. If you could train someone less valuable to do it, then train them and delegate it.

Below are some common concerns that can lead to under-delegation.

  • It would take longer to train someone than to do it myself. In the short-term that’s almost certainly correct, but in the long term you’ll have more time and better staff.
  • Someone else won’t do it as well as me. That’s probably true. However, is the high quality you achieve really necessary? Could you do something more worthwhile with that time?
  • I know should delegate this task, but I enjoy it. If you delegate a fun job, it will make your staff happier and more willing to take on dull jobs.
  • The task keeps me in touch with my staff. Instead of doing the task yourself, ask your delegate to brief you regularly on their progress. That way you can remain in touch with the task, while giving your delegate extra support, training and feedback.
  • My team is too busy to take on extra work. In the short term, you may want to take pressure off your team by doing some of their work yourself. However, that won’t improve the long-term situation. Instead, spend the time looking for ways to reduce their work load. You could recruit new staff, improve training or change processes and workflows.

Doing Ineffective Tasks

Symptoms

There are tasks in your activity log that don’t pay off – they don’t help you achieve your goals.

Take action

An excellent way to free up time is to drop ineffective activities.

  • An activity should be dropped if it doesn’t help you achieve a goal. For each of your activities consider: if I dropped this task and used the time on something more critical, would I be better off?
  • Meetings with few or no results are a very ineffective use of your time. Only attend meetings with agendas, assigned actions and results. Most other meetings are pointless.

Stopping and Starting on Tasks

Symptoms

Your activity log contains lots of very short tasks and you frequently switch away from tasks without completing them.

Take action

Studies show a broken task takes 30% longer than a task you complete in one go.

If you are constantly being interrupted and forced to move from task to task, try to identify the root cause and reduce its impact.

For example, if you are constantly interrupted by questions, set aside specific times for answering non-urgent questions. Request that outside those times, people interrupt you only for urgent issues.

Not Focusing on Critical Goals

Symptoms

You spend considerable time on secondary and wish goals and not enough on your critical goals.

Take action

Keep your goal list up to date and review it regularly. At the start of each task, consider the goal you are working towards. If it isn’t critical, are you giving the task too high a priority? Can you defer or drop it? Also, don’t complete a non-critical task to a higher standard than absolutely necessary.

You could consider limiting non-critical tasks to certain days or times. For example, you could restrict non-critical tasks to Fridays.

In the final part of the guide, we’ll talk about how to get time back for yourself.

From the team behind Qlockwork time tracking software for Outlook and Windows

Free Time Management Guide Part 2, Assessing Yourself

From the team behind Qlockwork time tracking for Outlook.

In part 1 we saw how to define your goals, but you need to know where your time is currently being spent. To find out, you will need to keep an Activity Log.

You can build an activity log by hand or you can use a tool like Qlockwork to keep an activity log for you.

 Classifying Your Activities

To understand your time use, you need to classify each of the activities in your activity log by the type of goal they helped you achieve: “critical”, “supportive” or “wish”. Not all of your activities will match one of your defined goals, so you’ll need two further categories: “personal” for non-work activities and “other” to cover any activities that are work-related but don’t contribute to your goals.

 

Below, you will find out how to classify the data in your Qlockwork log. 

Classifying Your Qlockwork Activity Log

If you use Qlockwork (and there’s a free trial so it needn’t cost anything) then in your Qlockwork calendar, you have a record of all the activities you did on your PC.

 

To classify your day, follow Steps 1-4. 

Step 1: Open an activity item

Open the first activity of your day by double-clicking on it from the Qlockwork calendar view.

A time tracked activity

 

In the activity above, a Word document called “QWAdvisorGuide” was worked on.

 

Step 2: Classify the activity

Decide if the activity should be classified as critical, supportive, wish, personal or other.

 

Now pick your chosen value from the Project dropdown.

Selecting 'critical' from the activity project dropdown

 

In the case above, if the activity was part of achieving a critical goal, you would choose the project “Critical”.

 

Step 3: Move on to the next activity

Click on the down arrow to move to the next activity of your day.

 

In the picture below , the down arrow is highlighted and you can see its tooltip (“Next Item”). You’ll be asked if you want to save your changes. Click “Yes”.

Use the down arrow to move on to the next activity item

 

The next activity will then appear. Repeat steps 2 and 3 until you have classified all your activities.

 

Step 4: Check you have classified all your activities

When your day is completely classified, it will look something like this

Section from a classified day

 

Fast Classification

It should take ten to fifteen minutes to classify your whole day following steps 1 to 4. You can speed the process up by setting rules to automatically classify your activities or by classifying several activities in one go, or choosing projects from the project dropdown in the list view.

 

Interpreting Your Day

Now that you have your whole day classified, you can find out how you spent your time.

 

Go to the Qlockwork menu and select “Create Report”. Choose to report “by project” on the day you have just classified. Now hit OK to generate the report.

Choose to report by project

 

Your aim is to spend on average:

  • 70% of your time on critical tasks
  • 20% of your time on supportive tasks
  • less than 10% of your time on your combined: wish tasks, personal tasks and other tasks.

 In the next part of the guide, we’ll talk about how to identify activities that are wasting your time.

Free Time Management Guide Part 1, Setting Goals

From the team behind Qlockwork time tracking software for Outlook and Windows

These posts are a guide to helping improve your time management. They cover:

Setting Goals

Goals are the foundation of time management. They help you decide what to do, then keep you focused on doing it. Good goals are SMART:

  • Specific and written down.
  • Measurable, so you can judge your progress.
  • Achievable.
  • Relevant and important to you, your team and your company.
  • Time-limited with dates and milestones

Your goals should cover everything you do including day-to-day chores. For example, “I’m never more than 2 weeks behind on my paperwork” is a goal.

Always define measurable outcomes, so you can check your progress. A goal of “return calls promptly” is hard to measure. If your goal is “return all customer calls within 2 days” you can measure your progress much more easily.

As part of measuring your progress, you need to set achievable dates for your goals. For ongoing goals, you can set regular dates like “at the end of every month”.

Example goals

These are Peter Shaw’s goals. Peter is a salesman at Office A1, an office equipment company in London. Office A1 is about to launch a new product called FileIT.

Peter’s goals

  • I’ve met my sales targets for this quarter. By 31st March
  • I’ve personally visited my top 25 customers. By 30th April
  • All my customer invoices for last quarter are paid. By 28th February
  • My Sales Manager is up-to-date on all my accounts. By 1st of every month
  • I’m trained and ready to sell Qlockwork Central when it launches. By 15th April
  • I’ve promoted Qlockwork Central  to my existing customers. By 15th May
  • I’ve put together a Qlockwork Central  mailshot campaign. By 15th June
  • I’ve got a faster laptop. By 31st March
  • I’m less than 2 weeks behind on my invoicing and paperwork. By 1st of every month
  • I’ve improved the graphics in my product presentation. By 28th February
  • I’ve written a press release promoting Qlockwork Central. By 15th April

Peter’s goals are great. He has written them down and they are very specific. They are important to him, he can measure his progress and they are achievable.

Classifying Your Goals

Now you need to classify your goals. Goals fall into three categories:

  • Critical: these must be achieved. Meeting customer commitments or sales targets, for example.
  • Supportive: you can live without these, but they would help you meet critical goals in the future
  • Wish: these would make life better, but aren’t really necessary.

In the real world, you won’t always be able to achieve every goal. Knowing which are critical, supportive or wish will help you prioritize.

An example of classifying goals

Peter classifies all his goals into critical, supportive and wish.

Critical goals

  • I’ve met my sales targets for this quarter. By 31st March
  • All my customer invoices for last quarter are paid. By 28th February
  • I’m trained and ready to sell Qlockwork Central  when it launches. By 15th April
  • I’ve promoted Qlockwork Central  to my existing customers. By 15th May
  • I’ve written a press release promoting Qlockwork Central . By 15th April
  • I’ve put together a Qlockwork Central  mailshot campaign. By 15th June

Supportive goals

  • I’ve personally visited my top 25 customers. By 30th April
  • My Sales Manager is up-to-date on all my accounts. By 1st of every month
  • I’m less than 2 weeks behind on my invoicing and paperwork. By 1st of every month
  • I’ve improved the graphics in my product presentation. By 28th February

Wish goals

  • I’ve got a faster laptop. By 31st March

Allocating Your Time

Your aim is to spend on average:

  • 70% of your time on critical tasks
  • 20% of your time on supportive tasks
  • less than 10% of your time on your combined: wish tasks, personal tasks and other tasks.

In the next blog post in this series, we’ll look at Self-assessment using Qlockwork or a similar time tracking tool.

The 3 Rules of Time Management

Here at Qlockwork for Outlook we are big fans of better time management. The 3 principles of time management below are what we’ve distilled from the large number of TM books we’ve read over the past few years. This is a brief overview. In the next few days we’ll be going over each of these in more detail. We try to follow these rules ourselves if we can!

The 3 Rules

The goal of time management is to find more time to spend on important tasks. Three straightforward steps can help you achieve this

  1. Set goals.
  2. Track your time and identify time-eating habits.
  3. Harvest more effective time from your day.

Follow one step, or make one improvement, at a time. Once you are comfortable with that change go on to the next. If you change too much at once you can get swamped.

Set goals

Time management can help you find more time to spend on important tasks. The first hurdle is to work out what your important tasks really are. That’s where goal setting comes in.

Goals are the foundation of time management. They help you focus and prioritize. A good goal is often described as SMART, which stands for:

  • Specific and written down.
  • Measurable, so you can judge your progress.
  • Achievable.
  • Relevant and important to you and your company.
  • Time-limited with dates and milestones

There are 3 types of goal.

  • Critical goals are goals that must be achieved. For example, customer commitments. Most of your time should be spent on critical goals.
  • Supportive goals are goals you can live without for now, but would help you meet critical goals more effectively in the future. Better processes are an example of a supportive goal. Supportive goals are great to achieve, but only if your critical goals are secure.
  • Wish goals would just make life better. A new office may be a wish goal.

So, what’s the difference between a goal and a task?

  • A task is a job you can start and finish in one go, for example, writing an email or making a call.
  • A goal is the overall objective, which may involve many tasks.

It is important to work out which of your goals are critical and which are not, that will help you work out whether a task is important or not, and how much time your should spend on it.

Track your time and identify time-eating habits

Once you know your important tasks, the next hurdle is how to focus on them. First, you need to work out how you are spending your time now and identify your time-eating habits and distractions.

The best way to work out where your time is goes is to keep an activity log of everything you do every day. You can do this by hand, but it’s boring and hard to maintain. Fortunately, you can use Qlockwork to keep an activity log for you.

Once you have your log, you can look for bad, time-eating, habits. Here are some common ones.

  • Spending too much time on non-critical goals. At the start of each task, consider the goal you are working towards. If it isn’t critical, are you giving the task too high a priority? Can you defer it or drop it? Don’t complete it to a higher standard than absolutely necessary.
  • Stopping and starting on tasks, so you have to keep remembering where you are. This is more destuctive than you think, studies have shown that tasks can take 30% longer if you don’t finish them in one go. When you pick a task up, don’t put it down until it’s finished.
  • Letting email distract and drive you. Turn off email notifiers and review email at set times like first & last thing. Don’t prioritize it – complete a critical task, then deal with daily emails.
  • Attending time-wasting meetings. Only attend meetings with agendas and results. If a meeting doesn’t meet your goals, wastes your time or doesn’t produce results, get out of it.
  • Never saying “no” to more work. Do you always say yes to work? Try offering to help rather than taking the whole job on.

Remember – for every task, think about its goal and ask yourself, is that goal critical?

To work out your own time-eating habits you can track where your time is going, then look for patterns that indicate a bad habit.

Harvest more time from your day

The final step in time management is to find time you are currently getting low value from and use that time on higher value activities instead.

You need to identify low value time or tasks and spend less time on them, either by defering them, delegating them, dropping them entirely or completing them to a lower standard.

For this stage, you need to use your activity log.

Review your activities regularly and ask yourself:

  • Are you doing tasks you could delegate?
  • Are you doing someone else’s tasks or duplicating work?
  • Are you spending too much time on one task, to avoid another?
  • Are you completing any tasks to an unnecessarily high standard?
  • Are you spending time in ineffective meetings?
  • Are you spending lots of time traveling?
  • Are you spending lots of time reading emails?

If you are, great! These are all common practices you can change to free up time.

Time Management Tips for Outlook and Others

At Qlockwork we’re big fans of time management techniques, particularly techniques that will help us use Outlook and Office more effectively, Qlockwork is, after all, an Outlook time tracking add-in. If you want to read more about time management, here are some useful sites or drop us an email with your favorite.

From the Qlockwork team.

“Qlockwork releases new time tracking software” – nice writeup from Technology Blogged

A nice writeup from Technology Blogged: “Qlockwork releases new time tracking software

They reckon it’s “Pretty cool huh?”, which is always nice to hear!

 As always, you can try it yourself at the main Qlockwork tracker site.