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Tired of Lost Notes? The Simple System to Organize Everything! thumbnail

Tired of Lost Notes? The Simple System to Organize Everything!

Tiago Forte·
5 min read

Based on Tiago Forte's video on YouTube. If you like this content, support the original creators by watching, liking and subscribing to their content.

TL;DR

Route every incoming item using a simple yes/no question: whether it must be done soon.

Briefing

Modern life floods people with messages, meetings, notifications, documents, and media—then leaves them unable to find what they saved. The core fix is to stop treating information as a single pile and instead route every incoming item into a “second brain” system built around two categories: actionable information (things to do) and reference information (things to think about later). That separation matters because it prevents urgent tasks from getting buried under interesting material, while also keeping long-term material accessible for future work.

The system starts with a simple yes/no decision for anything that enters: “Do I need to do this soon?” If the answer is yes, the item belongs to the action side. A second decision determines where within the action side it goes: “Does it need a specific time?” Time-bound items—like meetings, Zoom calls, and events—should go into a calendar app. The transcript highlights Google Calendar as a personal choice because it supports reliable scheduling and meeting invites between people. If an action does not require a specific time, it goes into a task manager, essentially a to-do list. The transcript recommends starting with Apple’s Reminders app (or a built-in equivalent), and also mentions “things” as a task manager option used for its speed and responsiveness, including the ability to save links from emails and websites.

Reference information follows the same logic but with different storage. The first reference option is a notes app, described as a casual working environment where text, images, and links can be dropped in without worrying about formatting. Notes are positioned as the place to do thinking and composing—like a studio or laboratory—so they function as a workspace rather than an archive. However, not everything belongs in notes. Large files, PDFs, and shared documents (like Google Docs) should go into general file storage instead.

A second reference decision clarifies this split: whether the content needs to be maintained in its current format or whether it’s too large or not easily converted into notes. The transcript gives examples: a quote from a book is not actionable and can live in notes if it doesn’t require special handling; a useful saved PDF from research belongs in file storage because PDF content often can’t be transformed into editable note text.

Finally, the transcript frames information overload as a systems problem rather than a personal flaw. When the feeling rises, the recommended move is to ask what part of the system is failing—because the brain can’t be expected to manage modern complexity with “Paleolithic” instincts. The approach is presented as a redesignable system: step back, adjust the routing rules, and keep the second brain organized so saved items can actually be found later. It also mentions “PARA” as a cross-system method for organizing information regardless of where it lives, and points viewers to a related “PARA series” for more details.

Cornell Notes

The system divides incoming information into two hemispheres: actionable items (things to do) and reference items (things to think about later). For actions, it uses two yes/no questions: whether the item must be done soon, and whether it needs a specific time. Time-specific actions go into a calendar app (Google Calendar is cited), while non-time-specific actions go into a task manager (Apple’s Reminders or “things”). For reference, notes apps serve as a casual workspace for text, images, and links, but PDFs, large files, and shared documents belong in general file storage (e.g., Google Drive). The goal is to reduce overload by fixing the system, not blaming the person.

How does the system decide whether an incoming item is “action” or “reference”?

It begins with a yes/no question: “Do I need to do this soon?” If the answer is yes, the item is actionable and goes to the action side. If the answer is no, it’s reference—something to keep for later thinking or possible future use. The transcript’s example is a saved item like “file taxis”: if it needs short-term follow-up, it’s an action; if it’s just something to keep, it’s reference.

What are the two routing decisions for actionable information?

First, confirm it’s actionable by asking whether it must be done soon. Second, ask whether it needs a specific time. Meetings, Zoom calls, and events are time-specific and should go into a calendar app. Actions without a fixed time go into a task manager/to-do list app. The transcript contrasts Google Calendar for time-bound items with task managers like Apple’s Reminders or “things” for flexible tasks.

Why does the system treat calendar apps differently from task managers?

Calendar apps are for events that must occur at a particular time (e.g., “2 p.m. on a Tuesday”), so they’re placed where time scheduling and invites make sense. Task managers handle actions that don’t require a precise moment, such as writing an essay that can be scheduled flexibly. This prevents time-bound commitments from being lost in a general list and keeps flexible work from cluttering the calendar.

What belongs in notes apps on the reference side, and what doesn’t?

Notes apps are for casual storage of working material—text, images, and links—without worrying about formatting. They’re framed as a workspace for doing actual thinking and drafting. But PDFs, very large files, and shared documents (like Google Docs) should go into general file storage instead, especially when the content can’t be easily converted into note text.

How does the system decide between notes and file storage for reference items?

It uses a practical check: does the content need to be maintained in its current format or is it too large / not easily converted? Quotes from books can go into notes if they don’t require special handling. Research PDFs are kept in file storage because PDF content often can’t be turned into notes in a workable way.

What mindset shift is recommended when information overload hits?

Instead of assuming the problem is personal, the transcript argues the system is at fault. When overload rises, the recommended question is: “What is going wrong in my system that is creating this feeling?” The system is presented as something people can step back and redesign—adjusting how items are routed—so saved information becomes findable again.

Review Questions

  1. When an item arrives that you might use later, what two questions determine whether it goes to action or reference?
  2. Give one example of a time-specific action and one example of a non-time-specific action, and explain where each should be stored.
  3. What criteria would make a PDF go to file storage rather than a notes app?

Key Points

  1. 1

    Route every incoming item using a simple yes/no question: whether it must be done soon.

  2. 2

    For actionable items, use a second yes/no question to choose between calendar (specific time) and task manager (no specific time).

  3. 3

    Store time-bound commitments like meetings and Zoom calls in a calendar app such as Google Calendar.

  4. 4

    Use a task manager/to-do list for actions without a fixed time, such as writing work that can be scheduled flexibly.

  5. 5

    Treat notes as a casual workspace for text, images, and links, but keep PDFs, large files, and shared documents in general file storage.

  6. 6

    When overload rises, focus on fixing the system’s routing rules rather than blaming personal ability.

  7. 7

    Use PARA as a broader organizing approach that can unify organization across multiple systems and locations.

Highlights

The system’s central move is separating “actionable” from “reference” information so tasks don’t drown in saved material.
Two yes/no questions determine action routing: “Do I need to do this soon?” and “Does it need a specific time?”
Notes are framed as a working environment, while PDFs and large/shared documents belong in file storage because they often can’t be converted into notes.
Information overload is treated as a systems failure—prompting a diagnostic question about what routing is breaking.

Topics

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