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Productivity · a life skill

Advanced Task Capture

a plan for every loop, kept or caught

Capture gets things out of your head. It only stays out if the system is one you trust. That takes three habits: every open loop either gets let go or gets a plan with a when, a weekly review checks whether each plan actually happened, and a missed plan goes straight back to open instead of quietly rotting on a list.

  • Challenging
  • Life-Changing impact
  • Learn it: 30 days
  • Thirty minutes a week
every loop, reviewed weekly
A statechart of the weekly open-loop review Notes, email, voice memos and texts all feed one inbox, all week. Every Friday the review takes each loop and asks whether it is still yours and when, where and what the next step is. If it is not yours, let it go. If it is still yours, write a when-then plan, such as: when I sit down Monday, I'll send Dee the quote. If the plan is not kept, the loop goes back to the inbox. When it is carried out, the loop is closed. notes email memos texts all week one inbox every Friday, review the weekly review, loop by loop still mine? when, where, what next? let it go [not mine] [still mine] when I sit down Monday, I'll send Dee the quote [not kept] carry it out loop closed

How the method runs, not data. Hover a step to see where it sits.

The method

Plan it, check it, close it.

  1. Feed every capture point into one inbox

    Notes, email, voice memos, texts you flagged: wherever a loop opens, it ends up in the same inbox. A second inbox you forget to check is a leak.

  2. Review every open loop once a week

    Same day, same time, about thirty minutes. Start with the plans from last week, then work through the open loops from oldest to newest.

  3. Not yours any more? Let it go on purpose

    Cross it out and say why, even just to yourself. A loop you've decided against stops pulling. One you keep skipping never does.

  4. Still yours? Write a when-then plan

    Name the moment and the first action: “When I sit down on Monday, I'll send Dee the quote.” “Work on the quote” is an intention, not a plan.

  5. Plan didn't happen? It's open again

    At the next review, ask of each plan: did it happen? If not, the loop goes back to open and gets a new plan. Missed twice, make the step smaller or let it go.

  6. Close it by doing it

    A loop closes when the action happens, not when the plan is written. That's the line between a system you trust and a list you avoid.

    One inbox, a weekly review, a when-then plan or a let-go, and a check that the plan was kept.

Example: Sam reviews their ledger on Friday afternoons. This week it held nine loops: three closed since they were written down, two let go, two with a plan and a when, and two still open. The oldest open loop, the gate latch, is 33 days old and has missed its plan twice, so this week it gets a smaller first step: buy the latch. Sam has reviewed in seven of the last eight weeks, the last five in a row.

The ledger

Every loop let go, planned, or caught when the plan slips.

1 · Dump every open loop

One per line. Anything you've said you'd do, half started, or keep remembering at night.

Open
0
Planned
0
Closed
0
Let go
0
Oldest
–

2 · The weekly review, loop by loop

Open 0

Needs a plan or a let-go.

    Planned 0

    Checked at the next review.

      Closed 0

      Done, not just planned.

        Let go 0

        Decided against, on purpose.

          3 · The last eight weeks

          A ring fills for each week you finished a review. The underlined one is this week.

            Everything here is kept only in this browser. Nothing is sent anywhere.

            The research behind it

            A plan quiets the loop, if you keep it.

            In 2011 Masicampo and Baumeister gave 97 students a packet whose last task was to list as many sea creatures as they could, and told them the best way: work through the alphabet. One group only heard about the task. Another also committed to a when-then plan:

            “When I get to the final task, I will write down the letters of the alphabet and will list sea creatures for each one.”

            A control group had no sea creatures task hanging over them. Then everyone had five minutes for twenty-five anagrams. The group with the open task and no plan solved fewer than the other two groups combined. The group with a plan solved as many as the control group, and more than the group without one.

            Average anagrams solved out of 25 in five minutes: 8.39 with no open task, 6.55 with an open task and no plan, 9.55 with an open task and a when-then plan. ANAGRAMS SOLVED IN FIVE MINUTES, AVERAGE No open task (control) 8.39 Open task, no plan 6.55 Open task, with a when-then plan 9.55 0 3 6 9 12
            Masicampo & Baumeister (2011), Study 4. Out of twenty-five anagrams; the axis stops at twelve. Fewer solved means the open task was getting in the way.

            The part that matters for a weekly review came next. Everyone was told to use the alphabet method, but 70% of the plan group actually did, against 13% and 6% of the others. And the anagram boost ran through exactly those people: the ones who went on to carry out their plan.

            In the authors' words, a plan helped “only to the extent that it represented a real contribution to later goal pursuit.” A plan you won't keep doesn't quiet anything. That's why the review asks “did it happen?” before anything else, and why a missed plan goes back to open. It was one lab study, with students and five-minute tasks; the weekly review is our step, not the paper's.

            Share who used the suggested alphabet method: 6 percent with no open task, 13 percent with an open task and no plan, 70 percent with a when-then plan. USED THE METHOD THEY WERE TOLD TO USE No open task (control) 6% Open task, no plan 13% Open task, with a when-then plan 70% 0% 25% 50% 75% 100%
            Masicampo & Baumeister (2011), Study 4. 57 points more than the group with the same task and no plan.

            Source: Masicampo & Baumeister (2011), “Consider it done! Plan making can eliminate the cognitive effects of unfulfilled goals”, Journal of Personality and Social Psychology, 101(4), 667–683.

            The idea

            Why it works.

            An open loop isn't a task you forgot. It's one your mind won't put down because nothing has been decided about it. Writing it down helps; deciding about it is what lets it go quiet. A when-then plan is the smallest decision that counts.

            The weekly check is what keeps the plans honest. Without it, a plan you didn't keep sits on a list looking handled, and you learn, slowly, that the list can't be trusted. With it, every slipped plan gets caught within a week.

            Build up to it with Deliberate Task Capture. For the rhythm of reviews themselves, see Advanced Review Cadence.

            When it goes wrong

            Habits that help.

            • Missed twice means the step is too big. “Fix the gate latch” keeps slipping; “buy a latch on Saturday” doesn't. Shrink it until it fits the when.
            • A when needs to be a moment. “This week” isn't one. “After the school run on Tuesday” is. If you can't name the moment, the loop isn't ready for a plan.
            • Missed a review? Do a short one. Just the plans: did each one happen? Fifteen minutes beats waiting for a perfect hour next week.
            • Break the rule for emergencies, then come back. A crisis week can skip the review. Two in a row is a sign the ledger has too many loops; let some go.

            Practise this in HourLife.

            In Brain: Quick capture. Get a thought out of your head in a few words, then decide later whether it is a task, a journal entry, a highlight or nothing.