Your Stress Free Digital Workspace
The Problem
Knowledge professionals today often find that their main source of stress isn't the work itself, but rather the organization and management of endless digital "artifacts" generated by that work. These artifacts include everything from emails, documents, and spreadsheets to meeting notes, chat messages, and mobile notifications. Constantly trying to organize and manage this growing pile of digital clutter can be exhausting, stressful, and incredibly time-consuming.
The Solution
The solution to managing this digital clutter is to implement a streamlined organizational method called the DoCK System. This system simplifies your digital workspace by categorizing all work-related items into specific actionable areas: things you must "Do," things you must "Care" for, and things you must "Keep." Any digital artifact that does not logically fit into one of these three categories should be immediately deleted.
Background
The foundation of a stress-free digital workspace relies on two key theories to help categorize your digital life:
The R2 Framework
This framework states that all work-related items fall into one of two categories: Responsibilities (things you must do or take care of, like creating budgets or weekly check-ins) and References (things that are useful or necessary to keep, like employee handbooks or HR policies).
The Care Cycle
Because responsibilities that fall under the "Care" category are often undefined, self-defined, or tricky to categorize, the system uses a four-stage cycle to process them. Let's look at each stage:
- Contemplate. This involves the development of ideas or thoughts around a problem or opportunity.
- Confer. This involves meetings, check-ins, conferences.
- Clarify. This involves things like status updates and questions that can be answered directly.
- Complete. This is where the "care" responsibility - the project, the program, the presentation - gets completed.
Each of these stages maps directly to a specific workspace tool:
- "Contemplate" relates to the Task Manager/Notes App
- "Confer" relates to the Calendar
- "Clarify" relates to Email,
- "Complete" relates to the File Drive.
The DoCK System
The DoCK framework helps you process information directly within your primary digital tools:
Task Manager & Notes App (Digital Miscellany)
Use these tools to track miscellaneous items you need to remember or act upon.
- Do: Put tasks you absolutely have to do into a Task Manager (like Google Tasks).
- Contemplate: For ideas or projects you want to think more about, add them to your Notes App and file them under a newly created "Contemplate" label.
- Keep: Save useful reference information, like quotes, facts, URLs, or contact info, in your Notes App under a "Keep" label.
Calendar
Set up your calendar by color-coding events to match the following categories.
- Do: Time blocks for tasks you have to do (regular or one-time) and items with submission deadlines.
- Confer: Events you must actively attend, such as meetings, business events, conferences, or office hours.
- Keep: Events you simply want to reference without attending, like a manager's PTO schedule, organizational milestones, or birthdays.
Email
Manage your inbox based on the required action.
- Do: If an email contains a clearly defined task, add it to your task list and immediately archive the email.
- Clarify: If you receive an email where you need to clarify information, respond to the message, archive the email, and add a follow-up to your task list if needed.
- Keep: For emails containing helpful information you want to refer to later, move them out of your inbox and into an appropriate label or folder.
File Drive
Organize your cloud or local files by creating three numbered, top-tier folders.
- Do: Store files related to ongoing areas or responsibilities you manage on a regular basis (e.g., budgets, marketing, HR).
- Complete: Store files tied to specific projects that have a goal and a deadline (e.g., quarterly reports, presentations). Pro-tip: Once the project is finished, move the files out of "Complete" and into "Keep."
- Keep: Store files that contain useful, important, or necessary reference material (e.g., tax information, policies and procedures, archived projects). Everything that does not belong in "Do" or "Complete" should be moved here.