Process on a Personal Level

Process can be a double edged sword for many developers. I know personally the first time I learned about the different processes for making software I had tons of questions and also thought, “Why the hell do I need this?” After I realized the power that process had in making development more efficient and effortless, I noticed this process wasn’t only helpful for teams building software, but also for helping one tackle day-to-day tasks. Speaking with some of my friends and co-workers I discovered that most people have unknowingly created the same type of personal process to handle their work, which isn’t heavily rehearsed or planned. For a long time this was how my process was, finish a task move on to the next and triage any larger issues as they arise. About a year ago that changed and my process not only started to fail me, but I started to drown because my process didn’t allow me to scale easily. That being said, I set out to improve my process to help scale with the new responsibilities that I have.

Origin

My personal process started out very lightweight, as a contributor to a project my day-to-day was taking task from Jira, developing them and then putting them up for code review. Outside of that I would normally have to triage handling code reviews for other members of our team. This was the extent of my day-to-day and because my team’s process limited the amount of work we could do per two weeks I never felt overwhelmed or stressed.

Scale

This worked until I started to take on more of a leadership role for the project. My day quickly became more involved with juggling the release of our app to the play store, working with our customer’s dev and server teams for services and tools updates and outages, all the way to helping guide our customer for product decisions and technologies to use. Not to mention my usual day-to-day development and now meetings…way too many meetings.

This didn’t leave time for me to explore new technologies, develop prototypes or expand my development chops. I had emails I had to respond to, Jira tasks to finish, Google docs I needed to respond to or review, Confluence pages to update, builds to fix and technologies to investigate for my customer. In many ways this problem could have been solved simply by having enough people to split all the tasks amongst. However, as these things usually go, we were down a developer, had a tight deadline and a new team that had less context of the project.

How did I transform my process

I realized that I didn’t have one place to aggregate all of my tasks and because of that I was juggling numerous software sometimes just to get minor updates for portions of my tasks. So one of the first things I did was try and group my tasks together so that I could tackle numerous things each time I went into that specific software. For instance, when I went into Jira not only did I respond to any comments left for me, but I checked on everyone elses tasks to see if there was anything blocking them. I also looked at any new bugs that came in and triaged those, as well as got a general overview of our Jira boards. When I checked my email I tried to respond to everything in my inbox and sift through any crap that was just sitting in there. I found that this helped, but only if I had enough time to devote to each of these tools to keep the proverbial inbox from becoming too full.

I knew I was on to something though so I took another step back after setting up this initial process and I saw something interesting when I did. I could easily group these tasks (generally through email) into groups and even sub groups which I could prioritize based on more contextual knowledge of what is important to get done for each day. So for instance, I could group all my Jira emails for my project and then sub group those based off things like tickets I have been mentioned in, new tickets that have been created, etc. This meant that I could easily see from these folders the areas that I needed to attack at that moment, versus things that I could wait until later in the day.

I finally settled on a process that was starting to work for me. All of these tools sent email to my work account which were then filtered out of my inbox into their specific folder leaving my inbox to one off emails or things that require more immediate response. I accomplished this through using search queries in Gmail to be the backbone of each of my folders. Thankfully Google has a list of advanced search operators you can use which proved helpful in creating these.

Automate

After a few weeks of tweaking these queries and finding my sweet spot, I still had a major issue. The issue was that there was still this unnatural flow that using Gmail caused which didn’t allow me to prioritize items for each day. I had to understand what from each label was created on that day or before and that required a mental mapping that seemed a bit unnecessary. So after searching high and low I found a task application that seemed promising. Before settling on Todoist I tried almost every other under the sun including: Gmail Tasks, Google Keep, Anydo and GTask. The reason Todoist became the frontrunner for me were a few simple things that most task software didn’t have.

Integration with IFTTT (If This Than That) which allowed for me to trigger task creation when a new message was added to a label in gmail Tracking tasks for projects and tagging There is a mac app, web app and android app

This meant that IFTTT could do all of the heavy lifting for getting my emails into tasks and I could use email for its original intention… to communicate with others. Now in a perfect world I wouldn’t need Gmail to be the bottleneck for all task creation. I could write plugins for all of these tools to achieve the same results. Besides the fact that this would mean creating, maintaining and integrating with IFTTT my own custom code, all of these tools I am using are my customer’s and they have a fairly strict policy as far as custom integrations on their tech stack. So for all intents and purposes email can act as the middleman for me and also demonstrates how easy it is to take your email account back from the all of these constant automated messages.

Examples

So rather than just tell the story of my journey, I figured I would also give some examples for developers like myself to help possibly make your day-to-day better.

Broken Build

The build system my project is currently using is Jenkins. Jenkins will send out emails to any person who breaks a build or when a build is back to normal. I set up a few IFTTT triggers for this because not only did I want to make sure I had a task, but I also wanted to make sure my team was aware of the break or when the build was back to normal.

Google Filter Query:

IFTTT Recipe:

Screen Shot 2015-04-04 at 3.28.12 PM.png

New Builds are Ready

As you could probably tell from my previous example our team uses Slack as our means of communication. We all really dislike email so we have explored every option possible and finally ended up on Slack. Thankfully Slack integrates well with IFTTT so I came up with our new build trigger which happens when a new build is ready via Hockey App.

Google Filter Query:

IFTTT Recipe:

Screen Shot 2015-04-04 at 3.29.21 PM.png

You are mentioned in Jira

This was a really important one for me. When you subscribe to a jira task you will generally get a notification or email for every single note added to the ticket. This is great if you care to get every notification, but if you don’t and only want one when you are mentioned this is the IFTTT for you.

Google Filter Query:

Screen Shot 2015-04-04 at 3.46.31 PM.png

IFTTT Recipe:

This is nowhere near an exhausted topic and I am sure I will do a follow up as time goes on and things change for me and my process. The important thing I learned from this whole experience is that having and constantly updating a personal process is key to be successful at handling information overload.

I would love to hear about your process and what you have done so leave a comment below or tweet me @Echenger.