How to Use Your Calendar

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Wall Calendar

The simple calendar is an almighty tool that tends to get swept away underneath all the flashy task managers, productivity systems and context-specific smartphones apps that we have nowadays.

The shocking truth is that most business professionals simply don’t know how to take advantage of their calendar applications – despite them being pretty much default on every platform in use (desktop, phone), and very easy to set up.

Even more shocking, is that Asian Efficiency has never written an article on basic foundation-level schedule/calendar management before – this article will change that.

We’ll be making the assumption that you will use your calendar between your desktop and phone – some sync solutions will be mentioned below.

Quick Summary

  • Software and Sync. We would love to be able to not even have to mention this (it should just work!), but the technology is not quite there yet.
  • What goes in your calendar, and how to distinguish appointments from tasks.
  • Structuring your calendar strategically, for maximum efficiency.
  • The strategic use of reminders and how you can (ab)use them to form new habits.
  • Making it all fit together.

Software and Sync

As mentioned, the fact that we even have to discuss sync and software solutions is something of an embarrassment in 2013.

In Apple’s ecosystem we highly suggest you stick with iCloud, which will pull data from your Mac to your iPhone to your iPad pretty much seamlessly. It does get the occasional hiccup maybe once or twice a year, but it’s otherwise hassle-free.

We don’t use Windows or Android (much), but from talking with users on those platforms syncing seems to be a patchwork of solutions. The easiest solution it would seem is to use Google Calendar and their sync solution, which goes something like this:

  • Outlook syncs to Google Calendar (on desktop).
  • Google Calendar syncs to calendar app (on phone).

As a bonus mention for Apple users, while the default Calendar applications are pretty good, we like:

  • BusyCal for the desktop (easier to use than the standard calendar app).
  • WeekCal for the iPhone (best calendar app on the iPhone by far).
  • We’re yet to find a good replacement for the calendar app on the iPad (damn you Apple for starting the week on a Sunday). If you’ve found one, let us know in the comments!

What Goes in Your Calendar

Anything that you have to do at a specific time is an appointment that should go in your calendar.

You can contrast this with tasks, which are things that can be done at any time.

The difference between the two should be crystal clear – so if you’re unsure, please ask!

Most people are familiar with what should go in their calendar:

  • The time you’re at work.
  • Meetings at work.
  • Social engagements.
  • Reserved time for things you are working on (“time blocking”).
  • Exercise/gym time.

This can be extended further to include things like:

  • Scheduled meal times (especially if you’re on a specialized nutrition plan).
  • Morning/Evening rituals.

It seems that most people tend to think about what goes in their calendars as “official” and something that they try to stick to. You can use this to your advantage and schedule in time to work on important projects in your life.

Structuring Your Calendar

A really common question that we get is how rigidly or in how much detail should people structure their calendars.

What this comes down to is your life, your lifestyle and what you have going on. Some people (like me) find it highly beneficial to have meal times, their morning ritual and work times in their calendar. Other people will probably hate having those things in there as a reminder of what they should be doing.

Be sure not to go crazy with chunking down time – we recommend 1 hour, or maybe 30 minutes max as the smallest unit of time you have in your calendar. Any more than that and the amount of micromanagement and mode-switching makes it counterproductive.

Time for another shocking truth: most people adhere too rigidly, or too loosely to their calendar.

The best approach is to respect your calendar, and to see it as your vision of an “ideal day”, and to put in your best effort to follow it – but to also recognise that sometimes thing crop up and you need to be flexible.

Simply put: try your best to follow it, and don’t beat yourself up if you don’t 100%.

With that in mind, here are some structures you can put in place to turn your level of adherence into feedback:

  • Decide what meetings or appointments you won’t be flexible on – e.g., meetings at work, particular social engagements, scheduled morning/evening rituals.
  • When you do deviate from your preset schedule, make a note in your journal. If it happens a lot, that is a sign that your schedule needs to change.

A quick bonus tip is to use all-day events to highlight significant periods across a number of days, for example:

  • When an important business contact is in town.
  • When you are away on a conference like NMX. Speaking of which, let us know if you’re going and we’ll meet up!

Strategic Use of Reminders

One of the best uses for your calendar is to set strategic reminders for yourself.

Most people already have alerts turned on for their desktop and phone-based calendars, and you can use this to your advantage by setting yourself alerts for things you want to remember throughout the day.

Here’s how it’s done:

  1. Set up a 5-minute appointment at the time you want to be reminded of something.
  2. Input what you need to be reminded of in the appointment title.
  3. Set the alert to “on date of event” or “at start of event”.

This is incredibly, incredibly useful and can be used to remind you of things like:

  • When you need to drop off/pick up your laundry.
  • Meal and supplement times, especially if you’re on a complex nutritional plan.
  • Important time-blocked events, like when you should be doing some mind-expanding reading or working on an important side-project.

Why not set task alerts via something like OmniFocus? Because you can’t define which specific tasks have alerts, and if you’re a complex (or efficient) task organizer, you probably have 10-20 things due the next day, and alerts for all of them going off is not that helpful.

Remember to also use alerts for “normal” appointments like social engagements to help you get there on time. It still amazes me the number of people who cannot estimate transit time and set themselves a reminder to leave home/work the required 15/30/60 minutes beforehand to make it to an event on time.

Making it Work with Everything Else

So where does your calendar fit in your workflow?

Remember that tasks go into a dedicated task manager or todo list – not your calendar. And despite various software companies attempts, don’t try to combine tho two.

You should look at your calendar in the morning to see the pace and rhythm of your day, then as you need to, refer to it throughout the day. As with your tasks, also take a look at the end of the day and work out what you’ve done (or not), and see what you’re doing to do tomorrow.

Next Actions

  • Open up your calendar app.
  • Start planning your “ideal day” for the upcoming week/month/year.
  • Schedule it in.
  • Set strategic reminders.

Photo by: globochem3x1minus1

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About

I'm originally from Australia, but have lived all over the world for the past 5 years. I love taking things apart and putting them back together, and one of those things is the idea of human performance and how far we can push the limits of what is possible. Most seemingly "impossible" problems are solved by a solution at a higher logical level, or by borrowing a framework from a different discipline. What I write about comes from hearing about something and then trying it out in my own life, often with surprising results. I hope you get a lot out of it and feel free to get in touch with me anytime!

19 Comments

Posted by Matt Maresca  | January 4, 2013 at 5:36PM | Reply

Ah I like the tip of setting reminders for yourself. Seems like a nice way to complement a good omnifocus system. I also like the idea of scheduling a few things like workouts and maybe some daily system blocks. Might be a cool way to help fight some procrastination by getting a better visual of an ideal day structure.

Posted by Brett Warner  | January 4, 2013 at 9:38PM | Reply

I try to keep most of my day free form but I like the idea of scheduling a start to my evening ritual. Often times I’ll start reading and lose track of time then end up in a position where I don’t want to turn my computer on just to write my end of day review so I end up skipping it altogether.

Posted by Kevin Miller  | January 5, 2013 at 7:36AM | Reply

I use the Google Apps calendar, it allows me to send reminders as a text message to my phone.

Posted by Cathy von Hassel-Davies  | January 5, 2013 at 4:03PM | Reply

Great idea to set reminders for eating. I am on a diet and need to eat 6 meals a day, which I am finding hard getting in.

Posted by Aaron Lynn  | January 8, 2013 at 3:05AM

6 meals a day – that was absolutely me late last year.

Another AE reader pointed me towards intermittent fasting. I’m still experimenting with it so I’m not quite confident to completely recommend it yet, but it’s cut my eating down to 3×30-60 minute sessions per day, with the same calorie intake and metabolic effect. The time savings have been pretty awesome though!

Posted by Jo-Anne  | January 20, 2013 at 9:23PM

….6 meals a day…….

I also found it too time consuming as well as unnatural and I have also tried the Intermittent Fasting which, sort of, suits me.

I loosely follow the Don’t Go Hungry theory by an Australian doctor which recommends journaling your days food, activity, feelings, reactions and vital statistics for review. Eat only when properly hungry and stop when properly full…….stop looking at the clock and start listening to the wisdom of your body……..some days are feasts and some are famine just like my distant ancestors…..works for me.

If I am lucky the feast days coincide with celebrations but if it’s a famine day I get to spend more time with the people there or I help with the setting up and cleaning up and call it ‘giving’. Many more tasks get done on famine days due to time freed from planing, preparing and eating food or I use it as a ‘flow’ day to catch up on web based reading or recorded TV shows.

Posted by Adil  | January 6, 2013 at 8:54AM | Reply

Although not as robust as Busy Cal, Fantastical is a great little app that sits in your Mac Menu Bar giving you quick access to events/appointments in your calendar.

Posted by Thanh Pham  | January 7, 2013 at 2:24PM

Totally agree – Fantastical is awesome sauce.

Posted by Daniel  | January 7, 2013 at 10:56AM | Reply

Just as a note for Windows users (and Apple users) who use Google services:

When you open your new iPhone, it will ask you to add email and calendar accounts, with options for Gmail and Gcal. Don’t do this–it’s the patchwork solution mentioned in the post above.

You can sync everything much more cleanly by using Google’s Microsoft Exchange server. It’s a little counter-intuitive, but it works much better.

Here’s the Google documentation for this: http://support.google.com/a/users/bin/answer.py?hl=en&answer=138740

Posted by Aaron Lynn  | January 8, 2013 at 3:06AM

Great tip, thanks Daniel!

Also for Windows + iPhone users who don’t use Google services, I’ve been told that iCloud still works quite well – you’ll need it installed on your Windows machine too.

Posted by Nathan Zeldes  | January 13, 2013 at 12:25PM | Reply

One conclusion I came to about alerts for stuff you need to do (as opposed to meetings) is don’t put them in the calendar unless you consider them time-critical. In other words, if you would be willing to ignore the alert and slip them to a different time or the next day, they are “do when I have the time” items, not “do at this time” items; and for those you need a different tracking mechanism or they will accumulate and overwhelm the calendar…

As for sync – I am shocked that giants like Samsung would market Android phones without an Outlook sync app that actually works flawlessly. The target market is huge, and they leave us to hunt for solutions?! (The one that works for me is CompanionLink, and even it has the occasional hiccup).

Posted by Aaron Lynn  | January 16, 2013 at 5:09AM

Exactly Nathan! Tasks that don’t have to happen at a precise time go in a task list – not the calendar.

The sync thing is crazy. Most of my friends who were first/second generation iPhone users and then switched to Samsung when the S3 came out are now switching back.

Posted by GF Scholey  | January 18, 2013 at 6:11PM | Reply

What you guys don’t seem to get is that many (most?) people work in a corporate environment which uses Outlook and has security/restrictions on syncing data to our (personal) mobile devices. All we want to do is our jobs but IT depts think we are conspiring to screw their systems and do all they can to prevent us syncing calendars tasks etc. Google was a solution for a while but my people sussed out what I was doing and put a stop to that! I’m now left with mailing each individual calendar entry / task to my Mac environment. Not very efficient!

Posted by Aaron Lynn  | January 22, 2013 at 4:31AM

That sounds like a pain. The last time I worked for a large corporate I just used the internal Lotus Notes calendar to set up everything (no smart phones back then, so syncing wasn’t an issue).

That being said… don’t most companies issue Blackberries or secure smartphones if you request them? I have some friends who work for large (and I do mean large) companies in Australia and they usually carry around 1 personal and 1 work phone. It’s a bit of a pain but they schedule their work-related reminders, appointments etc in their work phone (syncs to company servers) and their personal ones in their personal devices (syncs to their home computer).

Posted by Fran├žois  | January 21, 2013 at 9:46AM | Reply

My iPad cal starts the week on Monday. I’m pretty sure it has to do with some setting in the settings app. Maybe region format?

Posted by Aaron Lynn  | January 22, 2013 at 4:28AM

Hey Francois, what region are you on? I’ve been trying for a while to get my week to start on a Monday on my iPad but Apple insists that it starts on a Sunday. The only workaround I found for Monday-starts was switching to UK but then the default currency becomes GBP which doesn’t work all that well.

Posted by Chris  | January 23, 2013 at 11:50PM | Reply

Google exchange sync has been switched of as of start of 2013

Posted by Lois  | October 31, 2013 at 7:44AM | Reply

Week Cal for iPad is available and very good!

My iPad allows me to start the week on Monday: settings > mail, contacts, calendars > calendars > start week on, etc.

Posted by Aaron Lynn  | November 1, 2013 at 12:26AM

Yep. Way to go iOS7 :)

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