Getting Things Done with Nozbe

By on Sep 12, 2013

At the start of each day, many insurance agents mentally review a daunting list of to-dos, ranking the items by urgency while hoping nothing has been forgotten. And to complete the to-do list, access to additional information such as notes, telephone numbers, emails, Web pages, and the time, date and location of upcoming events is often helpful.

I first read David Allen’s book Getting Things Done: the Art of Stress-Free Productivity sometime around 2005 based on a recommendation from a friend because I was having a problem getting things done. One of the keys to long-term success is being able to actually implement the ideas you–or someone else–come up with. The ideas are actually quite simple. It is getting your ideas implemented that cause most people to be as successful.

I’ve used many tools over the last few years to help me manage the Getting Things Done (GTD) process. My current tool of choice is Nozbe.

This web-based application is designed specifically to support the GTD process. It helps users to get things done through their web interface as well as their native apps for Mac, Windows, Android, iPhone, and iPad. Users create task lists that can be assigned to project folders. You can add emails, calendar entries, notes, and clipped Web pages to Nozbe for more robust project management.

Nozbe screenshot

Nozbe offers a free six-project account. The cost for premium accounts ranges from anywhere between $9.95 and $49.95 per month depending on the number of users and the amount of storage needed. The premium accounts come with a 60-day money-back guarantee.

I have been using the paid version of this user-friendly app for a while. Here are a few of the features that may make this a good tool for you to use.

* Create, date, and estimate time needed for tasks: You can create a master list of tasks that need to be completed. Each task can be assigned to a file which allows the user to also sort work by project.

When creating the to-do item, you can designate the context for the task. Is it an errand or an item that needs to be completed in front of a computer? You assign a date for the task and estimate how long it will take to complete.

* Sync with Calendar: Many items on a to-do list are often associated with an appointment or item in a calendar. Nozbe users who rely on Google Calendar or iCal can integrate their calendar with the Nozbe app.

I use Outlook and have quickly learned to rely on an Evernote feature that allows me clip an email, tag it, and add it to Evernote app. Now, with Nozbe, that same email can also be synced with a Nozbe file.

* Security: The Nozbe’s servers are located in the United States near Washington D.C. with backup servers on the West Coast. When logging into Nozbe, passwords and email addresses are encrypted. Premium users also have the option of using an SSL connection which encrypts all of the communication between the browser and Nozbe.

Nozbe is a great tool that will help you plan your work, access your information, and keep your projects on course. What do you use to manage your projects?

One Comment

  1. I would recommend checking out for an online GTD manager.

    You can use it to manage your goals, projects and tasks, set next actions and contexts, use checklists, and a calendar.
    Syncs with Evernote, and also comes with mobile-web version, and Android and iPhone apps.

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