Task apps for organization: Lessons learned

Now, these apps and tools have not been designed specifically to help me keep track of how I’m trying to help a patient, nor have they been designed to support caregivers. (These are two areas of need that I hope tech tools will be helping me with soon.) Still, I’ve been finding the experience very instructive. 

It’s been mildly surprising to realize 1) how hard it was for me to settle on a task management app, and 2) the effort it has taken for me to become reasonably competent in using it. In fact, despite having some previous familiarity with task management programs, I ended up using the help of an expert to both pick my task tool, and coach me on using it effectively.

Funny how it’s really not so easy to have apps improve your life.

Anyway, here’s the story, and the lessons I’ve learned so far. As I believe that many caregivers of elders could in principle benefit from apps that help them organize themselves, I found myself thinking often about caregivers as I underwent my own app discovery journey.

A few months ago, I decided it was time to upgrade the way I organize myself and my time. Like many professionals with young children, I have a lot to juggle both at work and at home. And I’ve long believed that the right tools and systems can go a long way in helping one get more done, with less stress.

Several years ago I’d read David Allen’s “Getting Things Done,” and had subsequently tried using Toodledo to keep track of things. But, I’d fallen off the wagon. Let’s face it: remaining organized requires some time and effort and is basically a minor-to-moderate chore. And things that feel like chores are hard to stick with. Furthermore, I’d switched from an iPhone to a Blackberry, which made it hard to use a task organizer on the fly. So the task list languished for a few years.

But this year, I found myself getting first a tablet (partly in hopes that I’d find apps to help me with various aspects of life and work), and then an Android phone. Especially since I’d been thinking about how to keep track of a person’s healthcare needs, I decided it was time to give productivity apps another go. 

Which app should I use? Which is best? I Googled the question and found way too many answers. I asked a tech-oriented friend and she suggested Any.do. I found this Lifehacker article on the subject: still too many choices. I found another blog post detailing someone’s lengthy process trying several task tools (he does a good job articulating the story of compromise which is picking a task management app), and wondered if his information was outdated.

I asked someone who works as a small business coach and he said he’s given up on trying to keep up with the proliferation of such apps; he just uses a combo of Google Calendar and Google Tasks. 

Days went by. I ended up downloading probably a half-dozen apps. None seemed perfect. Some had better design. Some had better features. The one I initially liked turned out to be buggy and didn’t sync well with its web version. Another recommended stalwart came only in a dark color palette that I found depressing to look at.

After several days of tinkering with various apps, I felt I’d developed a better sense of what kinds of features were now available, and I’d started to prioritize my preferences. But, I still couldn’t decide which app to commit to. In fact, I was starting to feel a little stressed out by my search for an organizational app to help de-stress me.

What to do when you’ve done some research and find yourself a bit overwhelmed? It certainly helps to find an expert to provide some guidance and a path forward.

In my case, while googling reviews for one of the task management apps, I stumbled across a handy productivity software comparison chart, created by a company called Priacta. Priacta, it turns out, coaches people on how to become better organized and more productive, including step-by-step guidance on how to integrate popular task management tools.

Initially I used Priacta’s website as a convenient reference of task management apps. However, after realizing that I was still struggling to definitively pick an app, I decided to take Priacta up on their offer to “Call a Coach!” for a free 20 minute session of advice.

This was extremely helpful. It turns out that talking to a knowledgeable human being can help bring clarity to an excess of information and choices. The coach asked me some questions about my needs, summarized the pros and cons of a handful of products, and ended up recommending I choose between two particular products. He also suggested I consider their online training program for $79.

I tinkered with my two choices, and decided to go with Astrid. This was not a product that I’d initially ranked highly (despite several good reviews online), but Priacta thinking it might work for me carried a lot of weight.

Also, I went for Astrid because it’s one of the task management tools that Priacta’s online training program provides step-by-step instructions for.

And by this time, I’d decided that it probably WAS worthwhile for me to spend $79 on something that would systematically teach me 1) a organizational strategy, and 2) how to use the specific tools I wanted to use (namely Astrid and Google Calendar).

So I went through the online training and overall I found it to be quite helpful and effective. It did take several hours, which I spread over several days. I also, in the midst of the training, decided to upgrade and get an additional session by phone with a live coach. I did this not because the online instructions weren’t clear, but rather because I found myself encountering some anxiety and resistance as I tried to implement better organization techniques. (Reportedly this is quite common in those who attempt to reorganize and have to face scary piles on their desk.) And again, I found the input of a live, knowledgeable human being immensely helpful. Plus, the coach remotely logged into my computer, took a look at my list, and advised me on how to better organize it. Cool!

The result of all this effort so far? I now feel very confident in my ability to use Astrid to keep track of my tasks. There are some other aspects of the organizational strategy that I’m a little less sure I’ll be able to stick with, but I’ll see how things go. (The online training does come with three weeks of “accountability,” during which one receives daily emails and little refresher lessons.)

Lessons learned

Here are the lessons I’ve drawn from this experience so far, and some implications for successfully using apps to support caregivers in doing what needs to be done to maintain an older person’s health.

• Developing a good task management app appears to be really hard. David Allen articulated his iconic “Getting Things Done” (GTD) task and time management principles in 2002. It’s now over ten years later; you’d think this is a mature market, no? In fact, although many apps claim to make it easy to apply GTD to your life, you can see that the developers are still struggling to figure out an approach that works for most people. Obviously it’s a taller order than it seems.
• My guess is that this is because these apps are trying to 1) help people organize complex information effectively and 2) support behavior change. Humans being as they are, these are two formidable challenges.
• I expect that those designing apps to help caregivers organize will run into similar difficulties in designing tools that are usable, attractive, and effective.

• Choosing among apps is really hard. We live in a world in which we have many choices. Which means that making a choice can be a lot of work. In the case of task management apps, I found that each app had strengths and weaknesses. So to pick an app, I had to both learn something about my own needs and preferences, and I had to start identifying the pros and cons of each candidate. Hard work.
• For task management apps in particular, there seemed to be a trade-off between simplicity (which makes it easier to learn to use the app), and features (which make the app more powerful, customizable, and possibly better able to organize complex information).
• I expect caregivers will struggle to choose among multiple available apps.

• Expert guidance is very valuable. It really helps to get advice with someone who can learn a little about you and your needs, and then apply their expertise to help you make decisions and reach your goals. (Wait, this approach sounds familiar…oh right, it’s how I think PCPs should approach their work.) This isn’t to say that one shouldn’t do some research and take advantage of all the information available online. But in the end, the timely advice from a knowledgeable expert can help one make a decision and move forward.
• Caregivers would benefit from being able to access someone who can advise them on which apps would be a good fit for them. 
• I would not expect doctors to be good at this (not even geriatricians); a suitable expert would actually need to spend a lot of time keeping up with available apps and also probably coaching caregivers on their use (how else will the expert know if the app truly works well for the intended purpose?)

• Training on how to use an app is very valuable. Apps are of course designed to be easy to use. Still, I found that in order to be effective doing something complex (and organizing all one’s tasks is in fact a very complex endeavor), I needed a step-by-step curriculum. I consider the money and time invested in my online course very well spent.
• Caregivers will benefit from step-by-step instructions to help them learn to use a task tool. 
• A well designed online training program could be offered either by the app’s developers, or by an organization that specializes in teaching caregivers to use these tools effectively. (Personally I prefer the latter approach, since seems better to not have the coaches too invested in promoting the app itself.)

• A little human encouragement goes a long way. In these days of cost and quality control, there is certainly something to be said for a nice, well-designed online curriculum. It’s a standard product (not subject to endless human-created variation in delivery and quality), and once created, can be easily made available to millions. And yet, I found it extremely helpful to get a little extra advice and encouragement from a live human being at a few key points in my quest to benefit from a task management app.
• A cost-effective approach to teaching caregivers to use apps could similarly blend an online curriculum with a little extra human assistance.

Summing it up

Apps to help the caregivers of elders are in their infancy. We can probably help caregivers leverage apps more effectively if we learn from our collective experience with task management apps. Based on my own experience, I expect that caregivers will benefit from help selecting an app, from step-by-step trainings in using the apps, and from the advice of expert consultants.

[Disclosures: I have no financial ties to Astrid, Priacta, or any other company mentioned in this post.]