One of my first YouTube videos and first automations that included Drafts was about getting tasks into my task manager, which at the time was OmniFocus.
In broad strokes, what I want to do is maintain a GTD-style trigger list in Drafts, then, whenever I want to use it, create a copy of that trigger list that I can fill in freely, and finally, move the resulting actions into my task manager.
I made a YouTube video about my previous version, which effectively handled all of the design requirements identified above. You can watch it to get a demo of the list in action:
However, the action that moved all of my tasks over to my task manager only moved the tasks. So sometimes when I would look at the resulting action item in my inbox, I wouldn’t remember the context that inspired its creation.
Admittedly, I could do a better job of wording my action item when I created it in Drafts, but, I decided that automating a solution would be more reliable.
If you didn’t watch the video above, here is a tiny example of how my trigger list is set up:
## EA Training Project
The idea is that each level-1 markdown header corresponds to an Area in Things, and each level-2 header is a component of that Area. I have space under each header to jot down any action items that come up when reflecting on that specific trigger word.
Oftentimes, when I am going through the Home portion of my trigger list, I will physically walk through my house, looking around each room for action items.
This resulted in me creating an action item like “Have Son Put Away Books,” but I had no idea where said books were!
What I decided I wanted was to have the corresponding level 1 and level 2 headers added to each action item as a tag.
New Drafts Action
Making the Action Work For You
Importantly, this action will not create any new tags in Things. You need to create a tag in Things for each of the trigger words on your list before trying to run this action.
Also, I only have level 1 and 2 headers in my trigger list, so the code is only set up to process that deep. If you want deeper levels, I am sure ChatGPT can help you out!
Let me know if this helped you create or improve something of yours! If you have a look at the action and there is a better way to code the script (I wouldn’t be surprised) , let me know, I would love to get better at this type of stuff.