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Sunday, May 07, 2006

Using Keyboard Shortcuts to Improve Your Productivity

I have never met anyone really productive who relied on the mouse. It’s just too inefficient. For example, consider the following two methods for saving a file in Microsoft Word. Imagine you’re typing a report. You realize you need to save your file.

Approach 1: You take your hand off the keyboard, grab your mouse, move the cursor to the File menu, move the cursor down to the Save menu item and then click on the mouse button. Your workflow is interrupted and it takes you a few minutes to get back in “the Zone.”

Approach 2: You simply press S on the Mac or Ctrl-S on the PC and keep working. This takes a fraction of the time and has the added advantage of not interrupting your workflow. And, because it is so easy, you do it every time you pause to think. This ensures that you are frequently saving your work in the event your computer crashes.

Which makes more sense? It’s pretty obvious, isn’t it. Yet few people take the time to really learn the standard operating system shortcuts (Mac or Windows). If you haven’t learned these already, I would urge you to do so. Over time, you will see a major boost in your productivity.

But in this post, I want to focus on creating keyboard shortcuts for common, non-operating system tasks. Whether you are using Microsoft Entourage or Outlook, the concept is the same. If you are going to use either one as your workflow “dashboard,” you can vastly increase your productivity by creating one-keystroke shortcuts to create new email messages, tasks, events, and notes. To do this, you need a third-party macro processor. This software will allow you to perform a series of actions with a single keystroke.

When I had a Windows machine, I used Keyboard Launchpad from Stardock Systems. It’s still only $9.95—a tremendous bargain. However, since switching to the Mac, I am using iKey from Scripts Software. Unfortunately, it is $30.00, but it is still much cheaper than QuicKeys, which is $79.95. (I used Keyboard Maestro for a while. It was only $20.00, but I found it buggy. It didn’t always work reliably. I’ve been using iKey for a few months and love it.)

Regardless of which program you use, here are some keyboard shortcuts I have found helpful. Keep in mind that on the Mac, ⇧ refers to the shift key, ⌃ refers to the Ctrl key, ⌥ refers to the Alt or Option key, and ⌘ refers to the Apple or command key.

KeystrokeActions
⌥⌘cSwitch to Entourage from whatever application you are currently in.
Select the File | New | Task command.
⌥⌘eSwitch to Entourage from whatever application you are currently in.
Select the File | New | Calendar Event command.
⌥⌘kSwitch to Entourage from whatever application you are currently in.
Select the File | New | Task command.
⌥⌘mSwitch to Entourage from whatever application you are currently in.
Select the File| New | Mail Message command.
⌥⌘nSwitch to Entourage from whatever application you are currently in.
Select the File | New | Note command.

The beauty of these shortcuts is that they allow you to get ideas out of your mind and into the appropriate receptacle (e.g., task list, calendar, note, etc.) as quickly as possible with the least amount of interruption to your workflow.

In addition to these, within Entourage, I have also created a keyboard shortcut for filing the current message in my Archive folder. I do not try to file messages into a more specific folder as some people do. For me, this adds unnecessary complexity to my email processing. I want to focus on deciding what action to take with the message and then filing it in a common folder, so I can always work toward maintaining an empty email inbox.

If you have to also decide what folder to file the message in, you cut your productivity in half. And, honestly, I don’t think it speeds up the retrieval process appreciably. Instead, I let Spotlight do the heavy lifting. (If you are using Outlook on the PC, I recommend Lookout, a small add-in that plugs into Outlook and makes searching within messages a snap.) So, I just dump every message in an Archive folder and leave it at that. This enables me to fly through my email.

In order to set up such a shortcut in Entourage, first make sure you have a folder named “Archive” under your inbox. Then select a message. It doesn’t matter which one. Select Message | Move To. If you see the name of your folder, write down the exact name. For example, mine is “Archive (mhyatt)”. The “mhyatt” part indicates that the folder is actually a subfolder in my main Exchange mailbox.

If you don’t see the name of your folder, then select Choose Folder..., then select your folder. Press the Move key. This will actually move the message, so you may want to retrieve it manually and place it back in your inbox. Then re-read the last paragraph and get the exact name of the folder.

Okay, now you are ready to create the shortcut. Go to System Preferences | Keyboard & Mouse | Keyboard Shortcuts. Click on the + button, then select Microsoft Entourage as the Application. Then enter the exact name of your Archive folder in the Menu Title field. Finally, enter the keystroke combination you want to use in the Keyboard Shortcut field. Press OK. That’s it.

Now quit Entourage and relaunch it. You should now be able to use your shortcut to move messages to your Archive folder with a single keystroke. You’ll be surprised at how much this speeds up your workflow.

This is just a start. Pay attention to how you work. Whenever you find yourself doing the same thing over and over, automate it with a single keyboard shortcut. This will keep you focused on the work at hand, and free your mind up for more creative problem-solving.

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May 7, 2006 at 09:39 PM in Cool Software, Getting Things Done, Microsoft Entourage, Workflow | Permalink

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Comments

Have to say, this was the #1 reason I sold my Mac. The keyboard layout/available shortcuts were so minimal compared to Windows, I lost so much productivity. Sure, you can get keyboard shortcuts for some of the more common tasks, but moving through menus was impossible. There were ways to work around it, but they didn't do enough in my book and I decided to just go back to Windows.

Posted by: Spoonman | May 8, 2006 7:37:25 AM

I agree with you. This is one place that Apple could learn from Microsoft and just adopt the accelerator key interface.

Having said that, Windows doesn't natively address the issue I raised in my post, which is the ability to assign workflows to single keystrokes. For this, you need another program.

Thanks for your comments.

Posted by: Michael Hyatt | May 8, 2006 8:00:48 AM

Keyboard shortcuts are all but redundant when you have fully configured "strokeit" running.

Posted by: T-money | May 8, 2006 10:36:17 AM

I found Menu Master to be a great add-on for the Mac. To quote from my review:
"Menu Master is a background utility that lets you quickly (and I mean quickly) modify the keyboard shortcuts that are associated with menu items. Here's how it works: Pull down a menu and hold the pointer over the item you want to change. Enter the keyboard shortcut that you want to use from now on.

That's it. The shortcut is now changed. Really, that's—it!"

You'll find the review at:
http://www.andrewburke.orcon.net.nz/mac/master.htm

Hope this helps.

Posted by: Andrew Burke | May 8, 2006 7:13:05 PM

Andrew, I couldn't agree more. Menu Master is one of my all time favorite pieces of software. Unfortunately, the developer, Unsanity.com, has not yet released a universal binary version for use with MacBook Pro. I am checking their Web site daily, hoping that they provide an upgrade soon! Thanks.

Posted by: Michael Hyatt | May 8, 2006 7:54:52 PM

Hello from Buenos Aires, Argentina.

Only now have I found this blog, and I have to say all you write here is not only useful but so simple to do. Coming from a CEO, it is surprising how easy can be working "smart".

Regards.

Posted by: El Bambi | May 9, 2006 6:08:40 PM

michael - thanks for another good post. i needed clarification on that entourage table you have here. are those set through ikeys or the mac's built-in keyboard preference modifications?

the filing shortcut was quite useful. worked well and keycue helps much.

Posted by: hamad | May 11, 2006 2:33:47 AM

Yes, I set those through iKeys. As far as I know, you can't select another application via OS X’s native keyboard shortcuts. It assumes you are in the application for which you want to create a shortcut. Thanks.

Posted by: Michael Hyatt | May 11, 2006 6:57:29 AM

I'm a recent Mac convert (who depends very heavily on PC keyboard shortucts), and after the first several very frustrating weeks discovering the Mac's lack of keyboard shortcuts, I found Quicksilver. Have you tried it?

I've just scratched the surface of the app, but it appears to be an accelerator that is very cusomizable, integrating searches, applications, and actions into a keyboard-driven UI. Check it out!

Posted by: Mike | May 12, 2006 10:26:27 AM

Yes, I have used QuickSilver. Currently, I am using LaunchBar, which is similar.

Posted by: Michael Hyatt | May 13, 2006 9:13:13 AM

I've stuck with QuickSilver; I just have to remember to disable the Ctrl+Space shortcut for Spotlight in order to use QuickSilver to quickly open programs. I also set up some AppleScripts to open or close all of my instant messaging programs (Gizmo Project, Skype, and Adium) at the same time (I don't set them up as login items because there are times when I'm not connected to a network and don't want them starting up, so do so manually using an AppleScript). Same goes for connecting to all my networked drives at once using Automator.

On the Windows side, I found Google Desktop to be a very good equivalent of Spotlight for searching documents, e-mail, etc. and I use Gmail to save and search all my e-mail.

I do miss on the Mac the ability to navigate through menus using the keyboard like I can with Windows and Linux. Hopefully they will add this to Leopard next year. I would note, however, that a lot of Mac apps (especially Apple's Pages, Keynote, iWeb, etc.) are visually-oriented and thus the mouse can be more efficient than the keyboard in some cases.

Posted by: Steven Buehler | May 13, 2006 3:04:27 PM

Michael, I don't know what I'd do without my keyboard shortcuts. I often set up a special folder in my windows start menu with copies of all the shortcuts with assigned hotkeys, for easy management. That is, until I found Shortcuts Map (http://www.zealsoftstudio.com/shortcuts/). Wow. For a free program it's pretty cool. Occasionally it crashes on exit, and is only built for Windows, but it does a good job of tracking down just what shortcuts have hotkeys attached.

Most applications also allow you to modify hotkey assignments for the program's functions. One I've been meaning to set up is a -one key combination to paste values in Excel.

And does anyone remember Windows 3.1's "Macro Recorder"? Wow. Now that was a great program. I couldn't find anything comparable to it in 98, and haven't bothered looking for an XP version.

Remember your old M200? Did your model have the Sensiva handwriting shortcuts installed? That program does a great job as well.

Whoops. I've overspent my 150 words.

Posted by: Tony Chung | May 18, 2006 3:10:11 AM

Tony,
You can still create macros in MS Word; very useful.

Michael,
Back when I bought my first Mac in 1984 the option to assign keyboard functions was built in. How far we've come now that you have to hunt it down and buy it!

I just started using MS Money (I'm on PC now) and I'm irritated that I can't cruise through the functions on a page with my tab key. I will check out Keyboard Launchpad. Thanks for the tip!

Posted by: Claire Tompkins | May 23, 2006 4:19:10 PM

Hey Michael . . .

For those who own a Kensington trackball "mouse," saving a file is perhaps a nanosecond faster with its four programmable "smart keys" than the control-S move. I have one key programmed to save a file, another will print a document, there's one that serves as a "double click" even though it's a single click, and the fourth button will open the "Save As" document option.

In addition, there are six programmable buttons that can be assigned to launch a website, open a folder, wash your car--oops, that's a little wishful thinking. I gave up using a mouse years ago considering how fast the trackball works and given these added shortcut features.

Posted by: Bob DeMoss | Jun 6, 2006 3:07:52 PM

These shortcuts are nice time savers, thanks for sharing!

Posted by: ImSwitching | Nov 27, 2006 12:54:25 PM

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