Org Mode - Organize Your Life In Plain Text!

Table of Contents

1 Overview

Org-mode is a fabulous organizational tool built by Carsten Dominik that operates on plain text files. Org-mode is part of Emacs.

This document assumes you've had some exposure to org-mode already so concepts like the agenda, remember mode, etc. won't be completely foreign to you. More information about org-mode can be found in the Org-Mode Manual and on the Worg Site.

I have been using org-mode as my personal information manager for years now. I started small with just the default TODO and DONE keywords. I added small changes to my workflow and over time it evolved into what is described by this document.

I still change my workflow and try new things regularly. This document describes mature workflows in my current org-mode setup. I tend to document changes to my workflow 30 days after implementing them (assuming they are still around at that point) so that the new workflow has a chance to mature. History of changes to this document can be found at git://git.norang.ca/org-mode-doc.git.

This document is created using the publishing features of org-mode. The source for this document can be found as colorized HTML and plain text org file.

Some of the customized Emacs settings described in this document are set at their default values. This explicitly shows the setting for important org-mode variables used in my workflow and to keep my workflow behaviour stable in the event that the default value changes in the future.

2 Getting Started

I use org-mode in most of my emacs buffers.

2.1 Org-Mode Setup

The following setup in my .emacs enables org-mode for most buffers. org-mode is the default mode for .org, .org_archive, and .txt files.

;;;
;;; Org Mode
;;;
(add-to-list 'load-path (expand-file-name "~/git/org-mode/lisp"))
(add-to-list 'auto-mode-alist '("\\.\\(org\\|org_archive\\|txt\\)$" . org-mode))
(require 'org-install)
;;
;; Standard key bindings
(global-set-key "\C-cl" 'org-store-link)
(global-set-key "\C-ca" 'org-agenda)
(global-set-key "\C-cb" 'org-iswitchb)

orgstruct++-mode is enabled in Gnus message buffers to aid in creating structured email messages.

(setq message-mode-hook
      (quote (orgstruct++-mode
              (lambda nil (setq fill-column 72) (flyspell-mode 1))
              turn-on-auto-fill
              bbdb-define-all-aliases)))

flyspell-mode is enabled for almost everything to help prevent creating documents with spelling errors. yasnippets are enabled to speed up creation of standard text blocks in most editing modes.

;; Make TAB the yas trigger key in the org-mode-hook and turn on flyspell mode
(add-hook 'org-mode-hook
          (lambda ()
            ;; yasnippet
            (make-variable-buffer-local 'yas/trigger-key)
            (setq yas/trigger-key [tab])
            (define-key yas/keymap [tab] 'yas/next-field-group)
            ;; flyspell mode to spell check everywhere
            (flyspell-mode 1)))

2.2 Organizing Your Life Into Org Files

Tasks are separated into logical groupings or projects. Use separate org files for large task groupings.

Here are sample files that I use.

The following org files collect non-work related tasks:

FilenameDescription
todo.orgPersonal tasks and things to keep track of
gsoc2009.orgGoogle Summer of Code stuff for 2009
farm.orgFarm related tasks
mark.orgTasks related to my son Mark
org.orgOrg-mode related tasks
git.orgGit related tasks
bzflag.orgBZFlag related tasks

The following org-file collects remember notes and tasks:

FilenameDescription
refile.orgRemember task bucket

The following work-related org-files keep my business notes (using fictitious client names)

FilenameDescription
norang.orgNorang tasks and notes
XYZ.orgXYZ Corp tasks and notes
ABC.orgABC Ltd tasks
ABC-DEF.orgABC Ltd tasks for their client DEF Corp
ABC-KKK.orgABC Ltd tasks for their client KKK Inc
YYY.orgYYY Inc tasks

Org-mode is great for dealing with multiple clients and client projects. An org file becomes the collection of projects, notes, etc. for a single client or client-project.

Clients (ABC Ltd) has multiple customer systems that I work on. Separating the tasks for each client-customer into separate org files helps keep things logically grouped and since clients come and go this allows entire org files to be added or dropped from my agenda to keep only what is important visible in agenda views.

Other org files are used for publishing only and do not contribute to the agenda. See Publishing for more details.

2.3 Agenda Setup

Here is my current org-agenda-files setup. It is shown above formatted as a setq for clarity but in reality this is saved in my custom.el file.

(setq org-agenda-files (quote ("~/git/org/refile.org"
                               "~/git/org/gsoc2009.org"
                               "~/git/org/farm.org"
                               "~/git/org/mark.org"
                               "~/git/org/org.org"
                               "~/git/org/norang.org"
                               ; client org files removed
                               "~/git/org/git.org"
                               "~/git/org/todo.org"
                               "~/git/org/bzflag.org"
                               "~/git/org/diary.org")))

org-mode manages the org-agenda-files variable. I just visit an org file and add it to the agenda with C-c [. To remove a file I just visit it and hit C-c ] and all of the tasks in that file are instantly removed from my agenda views until I add them back again.

2.4 Org file structure

Most of my org files are set up with level 1 headings as main categories only. Tasks normally start as level 2.

Here are some examples of my level 1 headings in

todo.org:

  • Appointments
  • Special Dates

    Includes level 2 headings for

    • Birthdays
    • Anniversaries
    • Holidays
  • Finances
  • Health
  • House Maintenance
  • Medical
  • Miscellaneous
  • Lawn and Garden

norang.org:

  • System Maintenance
  • Payroll
  • Accounting
  • Finances
  • Hardware Maintenance
  • Quotes
  • Administration
  • Research

Each of these level 1 tasks normally has a property drawer specifying the archive location and category for any tasks in that tree. Level 1 headings are set up like this:

* Appointments
  :PROPERTIES:
  :CATEGORY: Appt
  :ARCHIVE:  %s_archive::* Appointments
  :END:      
  ...
* Miscellaneous
  :PROPERTIES:
  :CATEGORY: todo
  :ARCHIVE: %s_archive::* Miscellaneous
  :END:

This ensures that any level 2 task that I archive from this heading (I archive by subtree) gets saved in the archive file under the appropriate level 1 heading so I can find it back again if needed.

This keeps my main org files and my archives with basically the same structure.

2.5 Key bindings

I live in the agenda. To make getting to the agenda faster I mapped F12 to the sequence C-c a since I'm using it hundreds of times a day.

I have the following custom key bindings set up for my emacs (sorted by frequency).

KeyForUsed
F12Agenda (1 key less than C-c a)Very Often
C-c bSwitch to org fileVery Often
C-F11Clock in a task (show menu with prefix)Very Often
f9 gGnus - I live in gnusOften
C-M-rCreate a remember taskOften
F11Goto currently clocked itemOften
f5Show todo items for this subtreeOften
S-f5WidenOften
f9 bQuick access to bbdb dataOften
f9 cCalendar accessOften
f9 rBoxquote selected regionOften
C-S-f12Save buffers and publish current projectOften
C-c lStore a link for retrieval with C-c C-lOften
f9 mClock in read mail and news taskOften
f9 oClock in organization taskOften
f8Go to next org file in org-agenda-filesSometimes
f9 tInsert inactive timestampSometimes
f9 vToggle visible mode (for showing/editing links)Sometimes
C-f9Previous bufferSometimes
C-f10Next bufferSometimes
C-x n rNarrow to regionSometimes
f9 fBoxquote insert a fileSometimes
f9 iOrg-mode Info manualSometimes
f9 OClock outSometimes
f9 sSwitch to scratch bufferSometimes
f9 hHide other tasksRare
f7Toggle line truncation/wrapRare
f9 uUntabify regionRare
C-c aEnter Agenda (minimal emacs testing)Rare
M-f11Resolve open clocksRare

Here is the keybinding setup in lisp:

;; Custom Key Bindings
(global-set-key (kbd "<f12>") 'org-agenda)
(global-set-key (kbd "<f5>") 'bh/org-todo)
(global-set-key (kbd "<S-f5>") 'widen)
(global-set-key (kbd "<f7>") 'set-truncate-lines)
(global-set-key (kbd "<f8>") 'org-cycle-agenda-files)
(global-set-key (kbd "<f9> b") 'bbdb)
(global-set-key (kbd "<f9> c") 'calendar)
(global-set-key (kbd "<f9> f") 'boxquote-insert-file)
(global-set-key (kbd "<f9> g") 'gnus)
(global-set-key (kbd "<f9> h") 'hide-other)
(global-set-key (kbd "<f9> i") (lambda ()
                                 (interactive)
                                 (info "~/git/org-mode/doc/org.info")))
(global-set-key (kbd "<f9> m") 'bh/clock-in-read-mail-and-news-task)
(global-set-key (kbd "<f9> o") 'bh/clock-in-organization-task)
(global-set-key (kbd "<f9> O") 'org-clock-out)
(global-set-key (kbd "<f9> r") 'boxquote-region)
(global-set-key (kbd "<f9> s") (lambda () (interactive) (switch-to-buffer "*scratch*") (delete-other-windows)))
(global-set-key (kbd "<f9> t") 'bh/insert-inactive-timestamp)
(global-set-key (kbd "<f9> u") (lambda ()
                                 (interactive)
                                 (untabify (point-min) (point-max))))
(global-set-key (kbd "<f9> v") 'visible-mode)
(global-set-key (kbd "<f9> SPC") 'bh/clock-in-interrupted-task)
(global-set-key (kbd "C-<f9>") 'previous-buffer)
(global-set-key (kbd "C-x n r") 'narrow-to-region)
(global-set-key (kbd "C-<f10>") 'next-buffer)
(global-set-key (kbd "<f11>") 'org-clock-goto)
(global-set-key (kbd "C-<f11>") 'org-clock-in)
(global-set-key (kbd "C-s-<f12>") 'bh/save-then-publish)
(global-set-key (kbd "M-<f11>") 'org-resolve-clocks)
(global-set-key (kbd "C-M-r") 'org-remember)

The main reason I have special key bindings (like F11, and F12) is so that the keys work in any mode. If I'm in the Gnus summary buffer then C-u C-c C-x C-i doesn't work, but the C-F11 key combination does and this saves me time since I don't have to visit an org-mode buffer first just to clock in a recent task.

3 Tasks and States

I use one set of TODO keywords for all of my org files. Org-mode lets you define TODO keywords per file but I find it's easier to have a standard set of TODO keywords globally so I can use the same setup in any org file I'm working with.

The only exception to this is this document :) since I don't want org-mode hiding the TODO keyword when it appears in headlines. I've set up a dummy #+SEQ_TODO: FIXME FIXED entry at the top of this file just to leave my TODO keyword untouched in this document.

3.1 ToDo keywords

Here are my TODO state keywords and colour settings:

(setq org-todo-keywords (quote ((sequence "TODO(t)" "STARTED(s!)" "|" "DONE(d!/!)")
 (sequence "WAITING(w@/!)" "SOMEDAY(S!)" "OPEN(O@)" "|" "CANCELLED(c@/!)")
 (sequence "QUOTE(q!)" "QUOTED(Q!)" "|" "APPROVED(A@)" "EXPIRED(E@)" "REJECTED(R@)"))))

(setq org-todo-keyword-faces (quote (("TODO" :foreground "red" :weight bold)
 ("STARTED" :foreground "blue" :weight bold)
 ("DONE" :foreground "forest green" :weight bold)
 ("WAITING" :foreground "orange" :weight bold)
 ("SOMEDAY" :foreground "magenta" :weight bold)
 ("CANCELLED" :foreground "forest green" :weight bold)
 ("QUOTE" :foreground "red" :weight bold)
 ("QUOTED" :foreground "magenta" :weight bold)
 ("APPROVED" :foreground "forest green" :weight bold)
 ("EXPIRED" :foreground "forest green" :weight bold)
 ("REJECTED" :foreground "forest green" :weight bold)
 ("OPEN" :foreground "blue" :weight bold))))

3.1.1 Normal Task States

Normal tasks go through the sequence TODO -> STARTED -> DONE. The second sequence is really just a convenient collection of odd-ball states for tasks (WAITING, SOMEDAY, CANCELLED).

The following diagram shows the possible state transitions for a task.

task_states.png

3.1.2 Quotation Task States

I also do fixed-price quotation work. Quotations use the following state transitions:

quote_states.png ]]

3.1.3 Purchase Order Task States

Fixed price jobs normally have a Purchase Order associated with it which is used for billing the client. The following states track purchase orders.

po_states.png

3.1.4 Project Task States

Every level 2 task is a project.

This has several advantages over keeping an explicit project task:

  • It simplifies my weekly review process
  • Every task is considered a project so stuck project tasks stand out automatically
  • There are fewer states to keep track of
  • Clocking in the top level project task works

    I can clock in the top level task which changes it to STARTED without losing project context for the task.

  • Tasks with no children can be marked unstuck by simply giving them a NEXT tag

3.2 Fast Todo Selection

Fast todo selection allows changing from any task todo state to any other state directly by selecting the appropriate key from the fast todo selection key menu. This is a great feature!

(setq org-use-fast-todo-selection t)

Changing a task state is done with

C-c C-t KEY

where KEY is the appropriate fast todo state selection key as defined in org-todo-keywords.

The setting

(setq org-treat-S-cursor-todo-selection-as-state-change nil)

allows changing todo states with S-left and S-right skipping all of the normal processing when entering or leaving a todo state. This cycles through the todo states but skips setting timestamps and entering notes which is very convenient when all you want to do is fix up the status of an entry.

3.3 ToDo state triggers

I have a few triggers that automatically assign tags to tasks based on state changes. If a task moves to CANCELLED state then it gets a CANCELLED tag. Moving a CANCELLED task back to TODO removes the CANCELLED tag. These are used for filtering tasks in agenda views which I'll talk about later.

The triggers break down to the following rules:

  • Moving a task to CANCELLED adds a CANCELLED tag
  • Moving a task to WAITING adds a WAITING tag and removes any NEXT tag
  • Moving a task to SOMEDAY adds a WAITING tag
  • Moving a task to a done state removes NEXT and WAITING tags
  • Moving a task to TODO removes WAITING, CANCELLED, and NEXT tags
  • Moving a task to DONE removes WAITING, CANCELLED, and NEXT tags

The tags are used to filter tasks in the agenda views conveniently.

(setq org-todo-state-tags-triggers
      (quote (("CANCELLED" ("CANCELLED" . t))
              ("WAITING" ("WAITING" . t) ("NEXT"))
              ("SOMEDAY" ("WAITING" . t))
              (done ("NEXT") ("WAITING"))
              ("TODO" ("WAITING") ("CANCELLED") ("NEXT"))
              ("STARTED" ("WAITING"))
              ("DONE" ("WAITING") ("CANCELLED") ("NEXT")))))

3.3.1 Using STARTED for clocked tasks

TODO state tasks automatically change to STARTED whenever they are clocked in. There are a few exceptions to this case

  • I don't want Remember tasks in a STARTED state immediately since I clock the time it takes to record remember tasks.
  • I want to clock in some tasks without a keyword

If I clock in a task with a keyword of TODO it changes to STARTED otherwise the task is clocked in but the state is left alone. This allows me to clock in tasks with no keyword (things like * Organization) and they never show up in my task lists or stuck project list.

;; Change task state to STARTED from TODO when clocking in
(defun bh/clock-in-to-started (kw)
  "Switch task from TODO to STARTED when clocking in"
  (if (string-equal kw "TODO")
      "STARTED"
    nil))

(setq org-clock-in-switch-to-state (quote bh/clock-in-to-started))

4 Adding New Tasks Quickly with Remember

To add new tasks efficiently I use a minimal number of remember templates. I used to have lots of remember templates, one for each org-file. I'd start org-remember with C-M-r and then pick a template that filed the task under * Tasks in the appropriate file.

I found I still needed to refile these remember tasks again to the correct location within the org-file so all of these different remember templates weren't really helping at all. Since then I've changed my workflow to use a minimal number of remember templates -- I create the new task quickly and refile it once. This also saves me from maintaining my org-remember templates when I add a new org file.

4.1 Remember Templates

When a new task needs to be added I categorize it into one of three things:

  • A phone call
  • A new task
  • A new note

and pick the appropriate remember task.

Here is my setup for org-remember

(setq org-default-notes-file "~/git/org/refile.org")

;;;  Load Org Remember Stuff
(require 'remember)
(org-remember-insinuate)

;; I use C-M-r to start org-remember
(global-set-key (kbd "C-M-r") 'org-remember)

;; Keep clocks running
(setq org-remember-clock-out-on-exit nil)

;; C-c C-c stores the note immediately
(setq org-remember-store-without-prompt t)

;; I don't use this -- but set it in case I forget to specify a location in a future template
(setq org-remember-default-headline "Tasks")

;; 3 remember templates for TODO tasks, Notes, and Phone calls
(setq org-remember-templates (quote (("todo" ?t "* TODO %?\n  %u\n  %a" nil bottom nil)
                                     ("note" ?n "* %?                                        :NOTE:\n  %U\n  %a" nil bottom nil)
                                     ("phone" ?p "* PHONE %:name - %:company -                :PHONE:\n  Contact Info: %a\n  %u\n  %?" nil bottom nil)
                                     ("appointment" ?a "* %?\n  %U" "~/git/org/todo.org" "Appointments" nil)
                                     ("org-protocol" ?w "* TODO Review %c%!\n  %U" nil bottom nil))))

4.2 Separate file for Remember Tasks

I have a single org file which is the target for my remember templates.

I store notes, tasks, phone calls, and org-protocol tasks in refile.org. I used to use multiple files but found that didn't really have any advantage over a single file.

Normally this file is empty except for a single line at the top which creates a REFILE tag for anything in the file.

The file has a single permanent line at the top like this

#+FILETAGS: REFILE

4.3 Remember Tasks is all about begin FAST

Okay I'm in the middle of something and oh yeah - I have to remember to do that. I don't stop what I'm doing. I'm probably clocking a project I'm working on and I don't want to lose my focus on that but I can't afford to forget this little thing that just came up.

So what do I do? Hit C-M-r to start remember mode and select t since it's a new task and I get a buffer like this

##     C-c C-c  "~/git/org/refile.org" -> "* bottom"
## C-u C-c C-c  like C-c C-c, and immediately visit note at target location
## C-0 C-c C-c  "???" -> "* ???"
## C-1 C-c C-c  to select file and header location interactively.
## C-2 C-c C-c  as child of the currently clocked item
## To switch templates, use `C-M-r'.  To abort use `C-c C-k'.

* TODO 
  [2009-04-19 Sun]
  [[file:~/git/doc.norang.ca/org-mode.org::*Remember%20Tasks%20is%20all%20about%20begin%20FAST][file:~/git/doc.norang.ca/org-mode.org::*Remember Tasks is all about begin FAST]]

Enter the details of the TODO item and C-c C-c to file it away in refile.org and go right back to what I'm really working on secure in the knowledge that that item isn't going to get lost and I don't have to think about it anymore at all now.

5 Refiling Tasks

Refiling tasks is easy. After collecting a bunch of new tasks in my refile.org file using remember mode I need to move these to the correct org file and topic. All of my active org-files are in my org-agenda-files variable and contribute to the agenda.

I collect remember tasks in refile.org for up to a week. I do my weekly review every Monday and one of the tasks for that is to refile all remember tasks. Often I end up refiling tasks the same day I create them because they show up in my daily clock report summary and are obviously in the wrong place.

5.1 Refile Setup

To refile tasks in org you need to tell it where you want to refile things.

In my setup I let any file in org-agenda-files and the current file contribute to the list of valid refile targets. I don't refile to tasks more then 5 levels deep just to limit the number of displayed targets. I also use ido to help find targets quickly.

Here is my refile configuration:

; Use IDO for target completion
(setq org-completion-use-ido t)

; Targets include this file and any file contributing to the agenda - up to 5 levels deep
(setq org-refile-targets (quote ((org-agenda-files :maxlevel . 5) (nil :maxlevel . 5))))

; Targets start with the file name - allows creating level 1 tasks
(setq org-refile-use-outline-path (quote file))

; Targets complete in steps so we start with filename, TAB shows the next level of targets etc
(setq org-outline-path-complete-in-steps t)

; Allow refile to create parent tasks with confirmation
(setq org-refile-allow-creating-parent-nodes (quote confirm))

To refile a task to my norang.org file under System Maintenance I just put the cursor on the task and hit C-c C-w and enter nor TAB sys TAB RET and it's done. I always know what file it's going into but if I don't remember the exact task name I can just hit TAB twice and all remember targets that match show up in a list. Just scroll through the list and pick the right refile target. This works great!

5.2 Refiling Tasks

To find tasks to refile I run my agenda view (F12 r = C-c a r) which shows tasks with the REFILE tag. This view shows all tasks (even ones marked in a done state).

All of my remember target files have this tag in the FILETAGS header so every task in the file can be found using this view.

I visit each file with REFILE tasks to refile. If there are a few files going to the same place (3 or less) I refile the first one, then move to the second one and use C-c C-w up-arrow RET to refile to the same location again. If more than 3 tasks are going to the same place I try to do those last - since refiling everything else away helps to group those together. Then I select the group of tasks and refile them in a single operation.

Refiling all of my tasks tends to take less than a minute so I may do this a couple of times a day.

5.3 Refiling Notes

I keep a * Notes headline in most of my org-mode files. Notes have a NOTE tag which is created by the remember template for notes. This allows finding notes across multiple files easily using the agenda search functions.

Notes created by remember tasks go first to refile.org and are later refiled to the appropriate project file. Some notes that are project related get filed to the appropriate project instead of under the catchall * NOTES task. Generally these types of notes are specific to the project and not generally useful – so removing them from the notes list when the project is archived makes sense.

5.4 Refiling Phone Calls

Phone calls are handled the same as notes. I time my calls, creating them with F12 p and filing them in refile.org. Later these are refiled to a * Phone Calls task or to the project task that this clocked phone call should contribute clocked time to. Some phone calls are billable and we want these tracked in the appropriate category.

6 Custom agenda views

I have 7 custom agenda views defined. Most of my old custom agenda views were rendered obsolete when filtering functionality was added to the agenda in newer versions of org-mode.

Custom agenda views are used for:

  1. Finding STARTED tasks
  2. Finding tasks waiting on something
  3. Finding tasks to be refiled
  4. Finding notes
  5. Finding NEXT tasks to work on
  6. Finding projects
  7. Findings tasks to be archived

6.1 Setup

(setq org-agenda-custom-commands
      (quote (("s" "Started Tasks" todo "STARTED" ((org-agenda-todo-ignore-scheduled nil)
                                                   (org-agenda-todo-ignore-deadlines nil)
                                                   (org-agenda-todo-ignore-with-date nil)))
              ("w" "Tasks waiting on something" tags "WAITING/!" ((org-use-tag-inheritance nil)))
              ("r" "Refile New Notes and Tasks" tags "LEVEL=1+REFILE" ((org-agenda-todo-ignore-with-date nil)
                                                                       (org-agenda-todo-ignore-deadlines nil)
                                                                       (org-agenda-todo-ignore-scheduled nil)))
              ("N" "Notes" tags "NOTE" nil)
              ("n" "Next" tags "NEXT-WAITING-CANCELLED/!" nil)
              ("p" "Projects" tags-todo "LEVEL=2-NEXT-WAITING-CANCELLED/!-DONE" nil)
              ("A" "Tasks to be Archived" tags "LEVEL=2/DONE|CANCELLED" nil)
              ("h" "Habits" tags "STYLE=\"habit\"" ((org-agenda-todo-ignore-with-date nil) (org-agenda-todo-ignore-scheduled nil) (org-agenda-todo-ignore-deadlines nil))))))

My day goes generally like this:

  • Look at my agenda F12 a
    • make a note of anything important to deal with today
  • Read email and news
    • create notes, and tasks for things that need responses with org-remember
  • Check refile tasks and respond to emails
  • Look at my agenda and knock off tasks scheduled for today
    • Clock it in (I in the agenda or on the beginning of a task headline – this marks it as STARTED)
    • Work on it until it is DONE or it gets interrupted
  • Check today's time log report and refile tasks with clocked time
    • F12 a R - any tasks in refile.org should be moved to the appropriate file
    • F12 r to get to refile tasks
    • Tag files to be filed with m collecting all tasks for the same target
    • Bulk refile the tasks to the target location with B r
    • repeat until the agenda timeclock report has all of the time in project files

6.2 What do I work on next?

Use the agenda view for STARTED tasks to find stuff in progress and things to clock. I clock everything - some tasks are always in a STARTED state (Like Organization, Email News and IRC, etc)

I use these tasks for clocking time while doing these activities and my list of STARTED tasks is normally less than 20 items long.

When I look for a new task to work on I generally hit F12 a to get today's agenda and follow this order:

  • Pick something off today's agenda
    • deadline for today (do this first - it's not late yet)
    • deadline in the past (it's already late)
    • deadline that is coming up soon
    • a scheduled task for today (or in the past)
  • pick a STARTED task (it's unfinished)
  • If you run out of items to work on look for NEXT task in the current context F12 n / RET

6.2.1 Why keep it all on the STARTED list?

I used to have a special keyword ONGOING for things that I do a lot and want to clock but never really start/end. I had a special agenda view for ONGOING tasks that I would pull up to easily find the thing I want to clock.

Since then I've moved away from using the ONGOING todo keyword and just use STARTED the same way. If a task is clocked-in it automatically moves to the STARTED todo state and shows up on the list without having to think about it. Having an agenda view that shows STARTED tasks makes it easy to pick the thing to clock - and I don't have to remember if I need to look in the ONGOING list or the STARTED list when looking for the task to clock-in. The STARTED list is basically 'what is current' - stuff I worked on recently and need to continue working on. I want to find the thing to work on as fast as I can and actually do work on it - not spend time hunting through my org files for the task that needs to be clocked-in.

It is just easier to have it all in one short list. My STARTED list has less than 20 entries so it's pretty easy to find what I want. The whole point of the STARTED list is to make it quick and easy to find the task to clock-in.

I only have 2 tasks that are permanently in a STARTED state. These are:

  • Organization
  • Email, News, and IRC

Everything else will eventually move to a DONE state and fall off the list. To drop a task off the STARTED simply move it back to the TODO state.

6.3 Reading email, newsgroups, and conversations on IRC

To read email I do F12 s C-s email RET I which goes to the agenda view for started tasks, searches for 'email' and clocks it in. Then I go to Gnus and read everything in my inboxes. If there are emails that require a response I use org-remember to create a new task with a heading of 'Respond to <user>' for each one. This automatically links to the email in the task and makes it easy to find later. Some emails are quick to respond to and some take research and a significant amount of time to complete. I clock each one in it's own task just in case I need that clocked time later.

Next, I go to my newly created tasks to be refiled with F12 r and clock in an email task and deal with it. Repeat this until all of the 'Respond to <user>' tasks are marked DONE.

I read email and newgroups in Gnus so I don't separate clocked time for quickly looking at things. If an article has a useful piece of information I want to remember I create a note for it with F12 n and enter the topic and file it. This takes practically no time at all and I know the note is safely filed for later.

6.4 Filtering

So many tasks, so little time. I have hundreds of tasks at any given time (373 right now). There is so much stuff to look at it can be daunting. This is where agenda filtering saves the day.

It's 11:53AM and I'm in work mode just before lunch. I don't want to see tasks that are not work related right now. I also don't want to work on a big project just before lunch… so I need to find small tasks that I can knock off the list.

How do we do this? Get a list of NEXT tasks with F12 n and then narrow it down with filtering. To find tasks to work on I remove tasks I'm not supposed to be working on now with / RET. Then limit to tasks with estimates of 10 minutes or less with / + 1 and I can pick something that fits the minutes I have left before I take off for lunch.

6.4.1 Automatically removing context based tasks with / RET

/ RET in the agenda is really useful. This awesome feature was added to org-mode by John Wiegley. It removes tasks automatically by filtering based on a user-provided function.

I work from home and set up my day as follows:

  • On weekdays 8am-12am, 1pm-5pm I'm working (@office)
  • My son (Mark) is available on weekdays before school 8am-9am and after school to bedtime 4pm-8pm (MARK), and weekends 10am-8pm
  • Home tasks are done outside working hours (@home)

I have the following setup to allow / RET to filter tasks based on what the computer determines my current context to be at the time I run the / RET filter command.

(defun bh/weekday-p ()
  (let ((wday (nth 6 (decode-time))))
    (and (< wday 6) (> wday 0))))

(defun bh/working-p ()
  (let ((hour (nth 2 (decode-time))))
    (and (bh/weekday-p) (or (and (>= hour 8) (<= hour 11))
                           (and (>= hour 13) (<= hour 16))))))

(defun bh/network-p ()
  (= 0 (call-process "/bin/ping" nil nil nil
                     "-c1" "-q" "-t1" "norang.ca")))

(defun bh/org-auto-exclude-function (tag)
  (and (cond
       ((string= tag "@home")
        (bh/working-p))
       ((string= tag "@office")
        (not (bh/working-p)))
       ((or (string= tag "@errand") (string= tag "phone"))
        (let ((hour (nth 2 (decode-time))))
          (or (< hour 8) (> hour 21)))))
       (concat "-" tag)))

(setq org-agenda-auto-exclude-function 'bh/org-auto-exclude-function)

This lets me filter tasks with just / RET on the agenda which removes tasks I'm not supposed to be working on now from the list of returned results.

This helps to keep my agenda clutter-free.

6.5 Keeping the STARTED task list under control

Some tasks are periodic. Things I need to do weekly. Since I clock these tasks in they change to a STARTED state. Cyclic or repeated tasks automatically reschedule to the future and reset the task state back to TODO when they are marked DONE. This removes it from the STARTED agenda view and helps keep the list short. Tasks that I've worked on but won't finish anytime soon can be removed from the STARTED agenda view simply by moving the task state keyword back to TODO.

7 Time Clocking

Okay, I admit it. I'm a clocking fanatic.

I clock everything (well almost everything). Org-mode makes this really easy. I'd rather clock too much stuff than not enough so I find it's easier to get in the habit of clocking everything.

As an example of what I mean my clock data for April 20, 2009 shows 14 hours 19 minutes of clocked time (which included 3 hours and 17 minutes of painting my basement.) My clocked day started at 6:57AM and ended at 23:11PM. I have only a few holes in my clocked day (where I wasn't clocking anything):

Missing Clock Data
16:14-16:53
16:55-17:19
18:00-18:52

This makes it possible to look back at the day and see where I'm spending too much time, or not enough time on specific projects.

Without clocking data it's hard to tell what you did after the fact.

7.1 Clock Setup

I like to keep control of the clock separate from task state changes. If I mark a clocked task DONE I want the clock to keep running on that task until I've finished all of the work on it. I tend to mark tasks DONE just before I'm really finished with them. This allows me to enter a note with the DONE state that may take a few minutes to compose and the time spent doing this counts towards clocking on that task.

Keeping the clock running when moving a subtask to a DONE state means clocking continues to apply to the parent task. I can pick the next task from the parent and clock that in without losing a minute or two while I'm deciding what to work on next.

I keep clock times in a :CLOCK: drawer and state changes in a :LOGBOOK: drawer.

I have the following org-mode settings for clocking:

;;
;; Resume clocking tasks when emacs is restarted
(org-clock-persistence-insinuate)
;;
;; Yes it's long... but more is better ;)
(setq org-clock-history-length 28)
;; Resume clocking task on clock-in if the clock is open
(setq org-clock-in-resume t)
;; Change task state to STARTED when clocking in
(setq org-clock-in-switch-to-state "STARTED")
;; Separate drawers for clocking and logs
(setq org-drawers (quote ("PROPERTIES" "LOGBOOK" "CLOCK")))
;; Save clock data in the CLOCK drawer and state changes and notes in the LOGBOOK drawer
(setq org-clock-into-drawer "CLOCK")
;; Sometimes I change tasks I'm clocking quickly - this removes clocked tasks with 0:00 duration
(setq org-clock-out-remove-zero-time-clocks t)
;; Don't clock out when moving task to a done state
(setq org-clock-out-when-done nil)
;; Save the running clock and all clock history when exiting Emacs, load it on startup
(setq org-clock-persist (quote history))
;; Disable auto clock resolution
(setq org-clock-auto-clock-resolution nil)
(setq org-clock-idle-time nil)

I keep two tasks specifically for clocking the time I spend organizing stuff and reading mail and news groups. There tasks are defined as follows in my todo.org file

** Organization
   :PROPERTIES:
   :CLOCK_MODELINE_TOTAL: today
   :ID:       437c2cde-fbf0-491f-92ba-51bae487b338
   :END:
** Read Email and News
   :PROPERTIES:
   :CLOCK_MODELINE_TOTAL: today
   :ID:       85c2e69b-6f37-4236-8896-4f7dd86047c1
   :END:

The :ID: entries are created with M-x org-id-get-create.

The following functions allow clocking in tasks by ID so the key sequence f9-m clocks in the mail task and f9-o clocks in the organization task from any emacs buffer. f9-SPC switches back to the interrupted task.

(defun bh/clock-in-task-by-id (id)
  "Clock in a task by id"
  (require 'org-id)
  (save-restriction
    (widen)
    (org-with-point-at (org-id-find id 'marker)
      (org-clock-in nil))))

(defun bh/clock-in-organization-task ()
  (interactive)
  (bh/clock-in-task-by-id "437c2cde-fbf0-491f-92ba-51bae487b338"))

(defun bh/clock-in-read-mail-and-news-task ()
  (interactive)
  (bh/clock-in-task-by-id "85c2e69b-6f37-4236-8896-4f7dd86047c1"))

(defun bh/clock-in-interrupted-task ()
  "Clock in the interrupted task if there is one"
  (interactive)
  (if (and (not org-clock-resolving-clocks-due-to-idleness)
           (marker-buffer org-clock-marker)
           (marker-buffer org-clock-interrupted-task))
      (org-with-point-at org-clock-interrupted-task
        (org-clock-in nil))
    (org-clock-out)))

7.2 Clocking in

When I start or continue working on a task I clock it in with C-c C-x C-i (or just I in the agenda or speed key setting). This changes the task state from TODO to STARTED and starts the clock for this task.

7.2.1 Setting a default clock task

I have a default * Organization task in my norang.org file that I tend to put miscellaneous clock time on. While reorganizing my org-files and doing other planning work that isn't for a specific project I'll clock in this task while I do things. By clocking this task in with a double prefix C-u C-u C-c C-x C-i it starts the clock and makes this the default clock task.

You can quickly clock in the default task with C-u C-c C-x C-i d

7.2.2 Using the clock history to clock in old tasks

You can use the clock history to restart clocks on old tasks you've clocked or to jump directly to a task you have clocked previously. I use this mainly to clock in whatever got interrupted by something.

Consider the following scenario:

  • You are working on and clocking Task A (Organization)
  • You get interrupted and switch to Task B (Document my use of org-mode)
  • You complete Task B (Document my use of org-mode)
  • Now you want to go back to Task A (Organization) again to continue

This is easy to deal with.

  1. Clock in Task A, work on it
  2. Go to Task B (or create a new task) and clock it in
  3. When you are finished with Task B hit C-u C-c C-x C-i i

This displays a clock history selection window like the following and selects the interrupted [i] entry.

Clock history selection buffer for C-u C-c C-x C-i

Default Task
[d] norang          STARTED Organization                  <-- Task B
The task interrupted by starting the last one
[i] norang          STARTED Organization                  <-- Task B
Current Clocking Task
[c] org             STARTED Document my use of org-mode   <-- Task A
Recent Tasks
[1] org             STARTED Document my use of org-mode   <-- Task A
[2] norang          STARTED Organization                  <-- Task B
...
[Z] org             DONE Fix default section links        <-- 35 clock task entries ago

7.3 Clock Everything - Create New Tasks

In order to clock everything you need a task for everything. That's fine for planned projects but interruptions inevitably occur and you need some place to record whatever time you spend on that interruption.

To deal with this we create a new remember task to record the thing we are about to do. The workflow goes something like this:

  • You are clocking some task and an interruption occurs
  • Create a quick remember task C-M-r
  • Type the heading
  • clock it in C-c C-x C-i
  • file it C-c C-c
  • Go do it
  • mark it DONE
  • clock something else in (return to the interrupted task with C-u C-c C-x C-i i)
  • refile the newly created and clocked task later

This means you can ignore the details like where this task really belongs in your org file layout and just get on with completing the thing. Refiling a bunch of tasks later in a group when it is convenient to refile the tasks saves time in the long run.

7.4 Finding tasks to clock in

To find a task to work on I use one of the following options (generally listed most frequently used first)

  • Use the clock history C-u C-c C-x C-i Go back to something I was clocking that is not finished
  • Pick something off today's agenda SCHEDULED or DEADLINE items that need to be done soon
  • Pick something off the STARTED tasks agenda view Work on some unfinished task to move to completion
  • Use an agenda view with filtering to pick something to work on

7.5 Editing clock entries

Sometimes it is necessary to edit clock entries so they reflect reality. I find I do this for maybe 2-3 entries in a week.

Occassionally I cannot clock in a task on time because I'm away from my computer. In this case the previous clocked task is still running and counts time for both tasks which is wrong.

I make a note of the time and then when I get back to my computer I clock in the right task and edit the start and end times to correct the clock history.

To visit the clock line for an entry quickly use the agenda log mode. F12 a l shows all clock lines for today. I use this to navigate to the appropriate clock lines quickly. F11 goes to the current clocked task but the agenda log mode is better for finding and visiting older clock entries.

Use F12 a l to open the agenda in log mode and show only logged clock times. Move the cursor down to the clock line you need to edit and hit TAB and you're there.

To edit a clock entry just put the cursor on the part of the date you want to edit (use the keyboard not the mouse - since the clicking on the timestamp with the mouse goes back to the agenda for that day) and hit the S-<up arrow> or S-<down arrow> keys to change the time.

The following setting makes time editing round to 15 minute increments:

(setq org-time-stamp-rounding-minutes (quote (1 15)))

Editing the time with the shift arrow combination also updates the total for the clock line which is a nice convenience.

I always check that I haven't created task overlaps when fixing time clock entries by viewing them with log mode on in the agenda.

I want my clock entries to be as accurate as possible but editing to the exact minute (instead of rounding to 15 minutes) takes more time and isn't worth the hassle. Rounding to 15 minutes gets me close to the time I want quickly and if extra refining is needed I can edit the timestamp directly and update the total with C-c C-y.

8 Time reporting and tracking

8.1 Billing clients based on clocked time

At the beginning of the month I invoice my clients for work done last month. This is where I review my clocking data for correctness before billing for the clocked time.

Billing for clocked time basically boils down to the following steps:

  1. Verify that that clock data in complete and correct
  2. Use clock reports to summarize time spent
  3. Create an invoice based on the clock data

    I currently create invoices in an external software package based on the org-mode clock data.

  4. Archive complete tasks so they are out of the way.

    See *Archiving for more details.

8.1.1 Verify that clock data in complete and correct

Since I change tasks often (sometimes more than once in a minute) I use the following setting to remove clock entries with a zero duration.

;; Sometimes I change tasks I'm clocking quickly - this removes clocked tasks with 0:00 duration
(setq org-clock-out-remove-zero-time-clocks t)

This setting just keeps my clocked log entries clean - only keeping clock entries that contribute to the clock report.

Before invoicing for clocked time it is important to make sure your clocked time data is correct. If you have a clocked time with an entry that is not closed (ie. it has no end time) then that is a hole in your clocked day and it gets counted as zero (0) for time spent on the task when generating clock reports. Counting it as zero is almost certainly wrong.

To check for unclosed clock times I use the agenda-view log-mode (l in the agenda) with the following setup which shows clocked times only by default. (To see all task state changes you can issue a prefix to this command (C-u l in the agenda)).

To check the last month's clock data I use F12 a m left-arrow l which shows a full month in the agenda, moves to the previous month, and shows the clocked times only.

The clocked-time only display in the agenda makes it easy to quickly scan down the list to see if an entry is missing an end time. If an entry is not closed you can manually fix the clock entry based on other clock info around that time.

Use the following setup to get log mode in the agenda to only show clocked times:

;; Agenda log mode items to display (clock time only by default)
(setq org-agenda-log-mode-items (quote (clock)))

8.1.2 Using clock reports to summarize time spent

Billable time for clients are kept in separate org files.

To get a report of time spent on tasks for XYZ.org you simply visit the XYZ.org file and run an agenda clock report for the last month with F12 1 a m left-arrow R. This limits the agenda to this one file, shows the agenda for a full month, moves to last month, and generates a clock report. Just scroll down to the end of the agenda to see the report.

I export the agenda to a text file with C-x C-w XYZ.txt so I can cut and paste the report and save it as supporting information with the invoice.

My agenda org clock report settings show 2 levels of detail and do not show links so that they are easier to cut and paste into other applications.

;; Agenda clock report parameters (no links, 2 levels deep)
(setq org-agenda-clockreport-parameter-plist (quote (:link nil :maxlevel 2)))

I used to have a monthly clock report dynamic block in each project org file and manually updated them at the end of my billing cycle. I moved to using agenda clock reports shortly after that feature was added since I find this much more convenient. The data isn't normally for consumption by anyone else so the format of the agenda clock report format is great for my use-case.

8.2 Task Estimates and column view

Estimating how long tasks take to complete is a difficult skill to master. Org-mode makes it easy to practice creating estimates for tasks and then clock the actual time it takes to complete.

By repeatedly estimating tasks and reviewing how your estimate relates to the actual time clocked you can tune your estimating skills.

8.2.1 Creating a task estimate with column mode

I use properties and column view to do project estimates.

I set up column view globally with the following headlines

; Set default column view headings: Task Effort Clock_Summary
(setq org-columns-default-format "%80ITEM(Task) %10Effort(Effort){:} %10CLOCKSUM")

This makes column view show estimated task effort and clocked times side-by-side which is great for reviewing your project estimates.

A property called Effort records the estimated amount of time a given task will take to complete. The estimate times I use are one of:

  • 10 minutes
  • 30 minutes
  • 1 hour
  • 2 hours
  • 3 hours
  • 4 hours
  • 5 hours
  • 6 hours
  • 7 hours
  • 8 hours

These are stored for easy use in column mode in the global property Effort_ALL.

; global Effort estimate values
(setq org-global-properties (quote (("Effort_ALL" . "0:10 0:30 1:00 2:00 3:00 4:00 5:00 6:00 7:00 8:00"))))

To create an estimate for a task or subtree start column mode with C-c C-x C-c and collapse the tree with c. This shows a table overlayed on top of the headlines with the task name, effort estimate, and clocked time in columns.

With the cursor in the Effort column for a task you can easily set the estimated effort value with the quick keys 1 through 9.

After setting the effort values exit column mode with q.

8.2.2 Saving your estimate

For fixed price jobs where you provide your estimate to a client, then work to complete the project it is useful to save the original estimate that is provided to the client.

Save your original estimate by creating a dynamic clock report table at the top of your estimated project subtree. Entering C-c C-x i RET inserts a clock table report with your estimated values and any clocked time to date.

Original Estimate
#+BEGIN: columnview :hlines 1 :id local
| Task                        | Estimated Effort | CLOCKSUM |
|-----------------------------+------------------+----------|
| ** TODO Project to estimate |             5:40 |          |
| *** TODO Step 1             |             0:10 |          |
| *** TODO Step 2             |             0:10 |          |
| *** TODO Step 3             |             5:10 |          |
| **** TODO Step 3.1          |             2:00 |          |
| **** TODO Step 3.2          |             3:00 |          |
| **** TODO Step 3.3          |             0:10 |          |
| *** TODO Step 4             |             0:10 |          |
#+END:

I normally delete the #+BEGIN: and #+END: lines from the original table after providing the estimate to the client to ensure I don't accidentally update the table by hitting C-c C-c on the #+BEGIN: line.

Saving the original estimate data makes it possible to refine the project tasks into subtasks as you work on the project without losing the original estimate data.

8.2.3 Reviewing your estimate

Column view is great for reviewing your estimate. This shows your estimated time value and the total clock time for the project side-by-side.

Creating a dynamic clock table with C-c C-x i RET is a great way to save this project review if you need to make it available to other applications.

C-c C-x C-d also provides a quick summary of clocked time for the current org file.

9 Tags

Tasks can have any number of arbitrary tags. Tags are used for:

  • filtering todo lists and agenda views
  • providing context to some tasks
  • tagging notes
  • tagging phone calls
  • tagging tasks to be refiled
  • tagging NEXT actions for project tasks
  • tagging tasks in a WAITING state because a parent task is WAITING
  • preventing export of some subtrees when publishing

Tags are mostly used for filtering in the agenda. This means you can find tasks with a specific tag easily across your large number of org-mode files.

Some tags are mutually exclusive. These are defined in a group so that only one of the tags can be applied to a task at a time (disregarding tag inheritance). I use these types for tags for applying context to a task. (Work tasks have an @office tag, and are done at the office, Farm tasks have an @farm tag and are done at the farm – I can't change the oil on the tractor if I'm not at the farm… so I hide these and other tasks by filtering my agenda view to only @office tasks when I'm at the office.)

Tasks are grouped together in org-files and a #+FILETAGS: entry applies a tag to all tasks in the file. I use this to apply the @office tag to projects that are Work related.

9.1 Tags

Here are my tag definitions with associated keys for filtering in the agenda views.

The startgroup - endgroup (@XXX) tags are mutually exclusive - selecting one removes a similar tag already on the task. These are the context tags - you can't be in two places at once so if a task is marked with @farm and you add @office then the @farm tag is removed automagically.

The other tags QUOTE .. CANCELLED are not mutually exclusive and multiple tags can appear on a single task. Some of those tags are created by todo state change triggers. The shortcut key is used to add or remove the tag using C-c C-q or to apply the task for filtering on the agenda.

I have both FARM and @farm tags. FARM is set by a FILETAGS entry and just gives me a way to filter anything farm related. The @farm tag signifies that the task as to be done at the farm. If I have to call someone about something that would have a FARM tag but I can do that at home on my lunch break. I don't physically have to be at the farm to make the call.

; Tags with fast selection keys
(setq org-tag-alist (quote ((:startgroup)
                            ("@errand" . ?e)
                            ("@office" . ?o)
                            ("@home" . ?h)
                            ("@farm" . ?f)
                            (:endgroup)
                            ("PHONE" . ?p)
                            ("QUOTE" . ?q)
                            ("NEXT" . ?n)
                            ("WAITING" . ?w)
                            ("FARM" . ?F)
                            ("HOME" . ?H)
                            ("ORG" . ?O)
                            ("NORANG" . ?N)
                            ("crypt" . ?c)
                            ("MARK" . ?M))))

; Allow setting single tags without the menu
(setq org-fast-tag-selection-single-key (quote expert))

; For tag searches ignore tasks with scheduled and deadline dates
(setq org-agenda-tags-todo-honor-ignore-options t)

9.2 Filetags

Filetags are a convenient way to apply one or more tags to all of the headings in a file.

Filetags look like this:

; Tags with fast selection keys
(setq org-tag-alist (quote ((:startgroup)
                            ("@errand" . ?e)
                            ("@office" . ?o)
                            ("@home" . ?h)
                            ("@farm" . ?f)
                            (:endgroup)
                            ("PHONE" . ?p)
                            ("QUOTE" . ?q)
                            ("NEXT" . ?n)
                            ("WAITING" . ?w)
                            ("FARM" . ?F)
                            ("HOME" . ?H)
                            ("ORG" . ?O)
                            ("NORANG" . ?N)
                            ("crypt" . ?c)
                            ("MARK" . ?M))))

; Allow setting single tags without the menu
(setq org-fast-tag-selection-single-key (quote expert))

; For tag searches ignore tasks with scheduled and deadline dates
(setq org-agenda-tags-todo-honor-ignore-options t)

I have the following #+FILETAGS: entries in my org-mode files:

9.2.1 Non-work related org-mode files

FileTags
todo.orgHOME
gsoc2009.orgGSOC HOME
bzflag.orgBZFLAG @home
git.orgGIT
org.orgORG
mark.orgMARK
farm.orgFARM

9.2.2 Work related org-mode files

FileTags
norang.orgNORANG @office
ABC.orgABC @office
XYZ.orgXYZ @office
ABC-DEF.orgABC DEF @office
ABC-KKK.orgABC KKK @office
YYY.orgYYY @office

9.2.3 Refile tasks

FileTags
refile.orgREFILE

9.3 Trigger Tags

The following tags are automatically added or removed by todo state triggers described previously in *ToDo state triggers

  • WAITING
  • CANCELLED
  • NEXT

10 Handling Notes

Notes are little gems of knowledge that you come across during your day. They are just like tasks except there is nothing to do (except learn and memorize the gem of knowledge). Unfortunately there are way too many gems to remember and my head explodes just thinking about it.

org-mode to the rescue!

Often I'll find some cool feature or thing I want to remember while reading the org-mode and git mailing lists in Gnus. To create a note I use my note remember template C-M-r n, type a heading for the note and C-c C-c to save it. The only other thing to do is to refile it (later) to the appropriate project file.

I have an agenda view just to find notes. Notes are refiled to an appropriate project file and task. If there is no specific task it belongs to it goes to the catchall * Notes task. I generally have a catchall notes task in every project file. Notes are created with a NOTE tag already applied by the remember template so I'm free to refile the note anywhere. As long as the note is in a project file that contributes to my agenda (ie. in org-agenda-files) then I can find the note back easily with my notes agenda view by hitting the key combination F12 n. I'm free to limit the agenda view of notes using standard agenda tag filtering.

technical details without the need to actually remember anything - Short notes with a meaningful headline are a great way to remember other than how to find them back when you need them using F12 n.

Notes that are project related and not generally useful can be archived with the project and removed from the agenda when the project is removed.

So my org notes go in org.org and my git notes go in git.org both under the * Notes task. I'll forever be able to find those. A note about some work project detail I want to remember with the project is filed to the project task under the appropriate work org-mode file and eventually gets removed from the agenda when the project is complete and archived.

11 GTD stuff

Most of my day is deadline/schedule driven. I work off of the agenda first and then pick items from the todo lists as outlined in *What do I work on next

11.1 Weekly Review Process

The first day of the week (usually Monday) I do my weekly review. I keep a list like this one to remind me what needs to be done.

To keep the agenda fast I set

; Tags with fast selection keys
(setq org-tag-alist (quote ((:startgroup)
                            ("@errand" . ?e)
                            ("@office" . ?o)
                            ("@home" . ?h)
                            ("@farm" . ?f)
                            (:endgroup)
                            ("PHONE" . ?p)
                            ("QUOTE" . ?q)
                            ("NEXT" . ?n)
                            ("WAITING" . ?w)
                            ("FARM" . ?F)
                            ("HOME" . ?H)
                            ("ORG" . ?O)
                            ("NORANG" . ?N)
                            ("crypt" . ?c)
                            ("MARK" . ?M))))

; Allow setting single tags without the menu
(setq org-fast-tag-selection-single-key (quote expert))

; For tag searches ignore tasks with scheduled and deadline dates
(setq org-agenda-tags-todo-honor-ignore-options t)

so only today's date is shown by default. I only need the weekly view during my weekly review and this keeps my agenda generation fast.

I have a recurring task which keeps my weekly review checklist handy. This pops up as a reminder on Monday's. This week I'm doing my weekly review on Tuesday since Monday was a holiday.

** STARTED Weekly Review [0/5]
   SCHEDULED: <2009-05-18 Mon ++1w> 
   :LOGBOOK:...
   :PROPERTIES:...

   What to review:

    - [ ] Check follow-up folder
    - [ ] Review new tasks                                  F12-r
      - if it takes less than 5 minutes just do it
      - otherwise assign an estimated time and file it somewhere
      - Refile billable work to appropriate location
    - [ ] Check for stuck projects and add next tasks       F12-#         
    - [ ] Review tasks                                      F12 t
      - [ ] Waiting tasks                                         / W
      - [ ] Next Tasks                                      F12 n
        - Move NEXT tag to subtasks or remove as required
    - [ ] Make plan for the week (out of NEXT tasks)
      - schedule important items onto the agenda
      - [ ] Review weekly plan                              F12 a w

    - start work
      - daily agenda first - knock off items
        - complete them or adjust deadline warning days appropriately
      - when agenda is empty - work on next tasks

The first item [ ] Check follow-up folder makes me pull out the paper file I dump stuff into all week long - things I need to take care of but are in no particular hurry to deal with. Stuff I get in the mail etc that I don't want to deal with now. I just toss it in my Follow-Up folder in the filing cabinet and forget about it until the weekly review.

I go through the folder and weed out anything that needs to be dealt with. After that everything else is in org-mode. I tend to schedule tasks onto the agenda for the coming week so that I don't spend lots of time trying to find what needs to be worked on next.

This works for me. You're mileage may vary ;)

11.2 Project definition and finding stuck projects

Every level 2 task is a project. Projects without an explicit DEADLINE or SCHEDULED date show up in the global todo and stuck project lists.

Projects are 'stuck' if they have no NEXT task defined. I use tags to identify NEXT tasks (so the task todo state keyword is one of TODO or STARTING). Clocking in a task automatically adds NEXT keyword.

Org-mode stuck projects lists projects that have no next task defined. I normally review these in my weekly review and assign a NEXT task to all projects to clear the stuck project list. This helps to keep projects moving forwards.

(setq org-stuck-projects (quote ("LEVEL=2-REFILE-WAITING|!-DONE-CANCELLED-OPEN" nil ("NEXT") "")))

Todo state triggers (see *ToDo state triggers) automatically remove NEXT tags when tasks change to specific states.

The stuck project view is available with F12 #.

12 Archiving

12.1 Archiving Subtrees

My normal archiving procedure is to move entire subtrees to a separate archive file for the project. Task subtrees in FILE.org get archived to FILE.org_archive using the a y command in the agenda.

I archive entire projects and subtrees into a single forever-growing file. My archive files are huge but so far I haven't found a need to split them by year (or decade) :)

All of my tasks to archive start at level 2 so I use an agenda custom command to list all tasks that are ready to archive. F12 A shows all tasks ready to archive and I can just run a simple macro to archive each one in turn. My normal sequence is F12 A C-n C-n to get to the first task to archive followed by a keyboard macro to archive and display the next task C-x ( a y SPC C-x ). Then I just execute the macro repeatedly with C-x e e e e, … for each subtree to archive.

I used to archive by visiting one file at a time and doing a tags match for LEVEL=2 – using the agenda does all of my files in org-agenda-files much more efficiently.

The following setting ensures that task states are untouched when they are archived. This makes it possible to archive tasks that are not marked DONE.

(setq org-archive-mark-done nil)

12.2 Archive Tag - Hiding Information

The only time I set the ARCHIVE tag on a task is to prevent it from opening by default because it has tons of information I don't really need to look at on a regular basis. I can open the task with C-TAB if I need to see the gory details (like a huge table of data related to the task) but normally I don't need that information displayed.

12.3 When to Archive

Archiving monthly works well for me. I normally invoice clients on the first of the month and after using the time clock information for the previous month I archive any DONE tasks and projects.

This keeps my main working files clutter-free. If I ever need the detail for the archived tasks they are available in the appropriate archive file.

13 Publishing

I don't do a lot of publishing for other people but I do keep a set of private client system documentation online. Most of this documentation is a collection of notes exported to HTML.

Almost everything at http://doc.norang.ca/ is generated by publishing org-files. The notable exception to that is the index page which is currently automatically generated from a Python script based on the HTML files that exist in the document directory.

It is supposed to be possible to generate index files from org-mode but I've never spent the time to figure that out since I already have a working index page in place.

Org-mode can export to a variety of publishing formats including (but not limited to)

  • ASCII (plain text - but not the original org-mode file)
  • HTML
  • LaTeX
  • Docbook which enables getting to lots of other formats like ODF, XML, etc
  • PDF via LaTeX or Docbook
  • iCal

I haven't begun the scratch the surface of what org-mode is capable of doing. My main use case for org-mode publishing is just to create HTML documents for viewing online conveniently. Someday I'll get time to try out the other formats when I need them for something.

13.1 org-babel Setup

Now I've discovered org-babel and how easy it is to generate decent graphics using ditta and graphviz.

The setup is really easy. ditaa is provided with the org-mode source. You'll have to install the graphviz package for your system.

(setq org-ditaa-jar-path "~/java/ditaa0_6b.jar")

(require 'org-babel-init)

(require 'org-babel-dot)
(require 'org-babel-ditaa)

(org-babel-load-library-of-babel)

Now you just create a begin-src block for the appropriate tool, edit the text, and build the pictures with C-c C-c. You can view the result directly in Emacs with C-c C-o anywhere in the block.

13.2 Playing with ditaa

ditaa is a great tool for quickly generating graphics to convey ideas and ditaa is included with org-mode! All of the graphics in this document are automatically generated by org-mode using plain text source.

The following graphic is one example of what you can do easily with ditaa:

This

#+begin_src ditaa :file communication.png :cmdline -r -s 0.8
        +-----------+        +---------+  
        |    PLC    |        |         |                
        |  Network  +<------>+   PLC   +<---=---------+ 
        |    cRED   |        |  c707   |              | 
        +-----------+        +----+----+              | 
                                  ^                   | 
                                  |                   | 
                                  |  +----------------|-----------------+
                                  |  |                |                 |
                                  v  v                v                 v
          +----------+       +----+--+--+      +-------+---+      +-----+-----+       Windows clients
          |          |       |          |      |           |      |           |      +----+      +----+
          | Database +<----->+  Shared  +<---->+ Executive +<-=-->+ Operator  +<---->|cYEL| . . .|cYEL|
          |   c707   |       |  Memory  |      |   c707    |      | Server    |      |    |      |    |
          +--+----+--+       |{d} cGRE  |      +------+----+      |   c707    |      +----+      +----+
             ^    ^          +----------+             ^           +-------+---+
             |    |                                   |                        
             |    +--------=--------------------------+                    
             v                                                             
    +--------+--------+                                                         
    |                 |                                                         
    | Millwide System |            -------- Data ---------                      
    | cBLU            |            --=----- Signals ---=--                      
    +-----------------+                                                         
#+end_src

becomes this!

communication.png

13.3 Playing with graphviz

Graphviz is another great tool for creating graphics in your documents.

This

#+begin_src dot :file gv01.png :cmdline -Kdot -Tpng
digraph G {
  size="8,6"
  ratio=expand
  edge [dir=both]
  plcnet [shape=box, label="PLC Network"]
  subgraph cluster_wrapline {
    label="Wrapline Control System"
    color=purple
    subgraph {
    rank=same
    exec
    sharedmem [style=filled, fillcolor=lightgrey, shape=box]
    }
    edge[style=dotted, dir=none]
    exec -> opserver
    exec -> db
    plc -> exec
    edge [style=line, dir=both]
    exec -> sharedmem
    sharedmem -> db
    plc -> sharedmem
    sharedmem -> opserver
  }
  plcnet -> plc [constraint=false]
  millwide [shape=box, label="Millwide System"]
  db -> millwide

  subgraph cluster_opclients {
    color=blue
    label="Operator Clients"
    rankdir=LR
    labelloc=b
    node[label=client]
    client1 -> client2 -> client3 [constraint=false]
    opserver -> client1
    opserver -> client2
    opserver -> client3
  }
}
#+end_src

becomes this!

gv01.png

The -Kdot is optional (defaults to dot) but you can substitute other graphviz types instead here (ie. twopi, neato, circo, etc).

13.4 Publishing Single Files

Org-mode exports the current file to one of the standard formats by invoking an export function. The standard key binding for this is C-c C-e followed by the key for the type of export you want.

This works great for single files or parts of files – if you narrow the buffer to only part of the org-mode file then you only get the narrowed detail in the export.

13.5 Publishing Projects

I mainly use publishing for publishing multiple files or projects. I don't want to remember where the created export file needs to move to and org-mode projects are a great solution to this.

The http://doc.norang.ca website (and a bunch of other files that are not publicly available) are all created by editing org-mode files and publishing the project the file is contained in. This is great for people like me who want to figure out the details once and forget about it. I love stuff that Just Works(tm).

I have 3 main projects I use org-mode publishing for currently:

  • norang (website)
  • doc.norang.ca (website)
  • org files (which are selectively included by other websites)

Here's my publishing setup:

; experimenting with docbook exports - not finished
(setq org-export-docbook-xsl-fo-proc-command "fop %s %s")
(setq org-export-docbook-xslt-proc-command "xsltproc --output %s /usr/share/xml/docbook/stylesheet/nwalsh/fo/docbook.xsl %s")
;
; Inline images in HTML instead of producting links to the image
(setq org-export-html-inline-images t)
; Do not use sub or superscripts - I currently don't need this functionality in my documents
(setq org-export-with-sub-superscripts nil)
; Use org.css from the norang website for export document stylesheets
(setq org-export-html-style-extra "<link rel=\"stylesheet\" href=\"http://doc.norang.ca/org.css\" type=\"text/css\" />")
(setq org-export-html-style-include-default nil)
; Do not generate internal css formatting for HTML exports
(setq org-export-htmlize-output-type (quote css))

; List of projects
; norang - http://www.norang.ca/
; doc    - http://doc.norang.ca/
; org    - miscellaneous todo lists for publishing
(setq org-publish-project-alist
;
; http://www.norang.ca/  (norang website)
; norang-org are the org-files that generate the content
; norang-extra are images and css files that need to be included
; norang is the top-level project that gets published
      (quote (("norang-org"
               :base-directory "~/git/www.norang.ca"
               :publishing-directory "/ssh:www-data@www:~/www.norang.ca/htdocs"
               :recursive t
               :section_numbers nil
               :table-of-contents nil
               :base-extension "org"
               :publishing-function org-publish-org-to-html
               :style-include-default nil
               :section-numbers nil
               :table-of-contents nil
               :style-include-default nil
               :style "<link rel=\"stylesheet\" href=\"norang.css\" type=\"text/css\">"
               :author-info nil
               :creator-info nil)
              ("norang-extra"
               :base-directory "~/git/www.norang.ca/"
               :publishing-directory "/ssh:www-data@www:~/www.norang.ca/htdocs"
               :base-extension "css\\|pdf\\|png\\|jpg\\|gif"
               :publishing-function org-publish-attachment
               :recursive t
               :author nil)
              ("norang"
               :components ("norang-org" "norang-extra"))
;
; http://doc.norang.ca/  (norang website)
; doc-org are the org-files that generate the content
; doc-extra are images and css files that need to be included
; doc is the top-level project that gets published
              ("doc-org"
               :base-directory "~/git/doc.norang.ca/"
               :publishing-directory "/ssh:www-data@www:~/doc.norang.ca/htdocs"
               :recursive t
               :section_numbers nil
               :table-of-contents nil
               :base-extension "org"
               :publishing-function (org-publish-org-to-html org-publish-org-to-org)
               :plain-source t
               :htmlized-source t
               :style-include-default nil
               :style "<link rel=\"stylesheet\" href=\"/org.css\" type=\"text/css\">"
               :author-info nil
               :creator-info nil)
              ("doc-extra"
               :base-directory "~/git/doc.norang.ca/"
               :publishing-directory "/ssh:www-data@www:~/doc.norang.ca/htdocs"
               :base-extension "css\\|pdf\\|png\\|jpg\\|gif"
               :publishing-function org-publish-attachment
               :recursive t
               :author nil)
              ("doc"
               :components ("doc-org" "doc-extra"))
;
; Miscellaneous pages for other websites
; org are the org-files that generate the content
              ("org"
               :base-directory "~/git/org/"
               :publishing-directory "/ssh:www-data@www:~/org"
               :recursive t
               :section_numbers nil
               :table-of-contents nil
               :base-extension "org"
               :publishing-function org-publish-org-to-html
               :style-include-default nil
               :style "<link rel=\"stylesheet\" href=\"/org.css\" type=\"text/css\">"
               :author-info nil
               :creator-info nil))))

; I'm lazy and don't want to remember the name of the project to publish when I modify
; a file that is part of a project.  So this function saves the file, and publishes
; the project that includes this file
;
; It's bound to C-S-F12 so I just edit and hit C-S-F12 when I'm done and move on to the next thing
(defun bh/save-then-publish ()
  (interactive)
  (save-buffer)
  (org-save-all-org-buffers)
  (org-publish-current-project))

(global-set-key (kbd "C-s-<f12>") 'bh/save-then-publish)

The norang and doc projects publish directly into the webserver directory that serves that site. Publishing one of these projects exports all modified pages, generates images with ditaa, copies the resulting files to the webserver so that they are immediately available for viewing.

The http://doc.norang.ca/ site contains subdirectories with client documentation that are restricted access using Apache Basic authentication and I don't create links to these sites from the publicly viewable pages. http://doc.norang.ca/someclient/ would show the index for any org files under ~/git/doc.norang.ca/someclient/ if that is set up as a viewable website. I use most of the information myself but give access to clients if they are interested in the information/notes that I keep about their systems.

This works great for me - I know where my notes are and I can access them from anywhere on the internet. I'm also free to share notes with other people by simply giving them the link to the appropriate site.

All I need to remember to do is edit the appropriate org file and publish it with C-S-F12 – not exactly hard :)

14 Reminders

I use appt for reminders. It's simple and unobtrusive – putting pending appointments in the status bar and beeping as 12, 9, 6, 3, and 0 minutes before the appointment is due.

Everytime the agenda is displayed (and that's lots for me) the appointment list is erased and rebuilt from the current agenda details for today. This means everytime I reschedule something, add or remove tasks that are time related the appointment list is automatically updated the next time I look at the agenda.

14.1 Reminder Setup

; Erase all reminders and rebuilt reminders for today from the agenda
(defun bh/org-agenda-to-appt ()
  (interactive)
  (setq appt-time-msg-list nil)
  (org-agenda-to-appt))

; Rebuild the reminders everytime the agenda is displayed
(add-hook 'org-finalize-agenda-hook 'bh/org-agenda-to-appt)

; This is at the end of my .emacs - so appointments are set up when Emacs starts
(bh/org-agenda-to-appt)

; Activate appointments so we get notifications
(appt-activate t)

; If we leave Emacs running overnight - reset the appointments one minute after midnight
(run-at-time "24:01" nil 'bh/org-agenda-to-appt)

15 Productivity Tools

This section is a miscellaneous collection of Emacs customizations that I use with org-mode so that it Works-For-Me(tm).

15.1 Yasnippets

Yasnippets is cool! You type the snippet name and TAB and yasnippet expands the name with the contents of the snippet text - substituting snippet variables as appropriate.

Yasnippet comes with lots of snippets for programming languages. So far I only use 1 snippet (block) for org-mode.

I downloaded and installed the unbundled version of yasnippet so that I can edit the predefined snippets. I unpacked the yasnippet software in my ~/.emacs.d/plugins directory, renamed yasnippet0.5.10 to yasnippet and added the following setup in my .emacs:

(add-to-list 'load-path (expand-file-name "~/.emacs.d/plugins"))

(require 'yasnippet)
(yas/initialize)
(yas/load-directory "~/.emacs.d/plugins/yasnippet/snippets")

;; Make TAB the yas trigger key in the org-mode-hook and turn on flyspell mode
(add-hook 'org-mode-hook
          (lambda ()
            ;; yasnippet
            (make-variable-buffer-local 'yas/trigger-key)
            (setq yas/trigger-key [tab])
            (define-key yas/keymap [tab] 'yas/next-field-group)
            ;; flyspell mode to spell check everywhere
            (flyspell-mode 1)))

Here is the definition for the block snippet:

org-mode Yasnippet: ~/.emacs.d/plugins/yasnippet/snippets/text-mode/org-mode/block

#name : #+begin_...#+end_
# --
#+begin_$1 $2
$0
#+end_$1

I use this to create #+begin_* blocks like

  • #+begin_example
  • #+begin_ditaa
  • #+begin_dot
  • #+begin_src
  • etc.

Simply type block then TAB and it replaces the block text with the snippet contents. Then type src TAB emacs-lisp TAB and your snippet block is done.

Hit C-c SingeQuote(') and insert whatever emacs-lisp code you need. While in this block you're in a mode that knows how to format and colourize emacs lisp code as you enter it which is really nice. C-c SingleQuote(') exits back to org-mode. This recognizes any emacs editing mode so all you have to do is enter the appropriate mode name for the block.

This is a great time saver.

15.2 Limit your view to what you are working on

There is more than one way to do this. Use what works for you.

15.2.1 Narrowing to a subtree with bh/org-todo

f5 is bound the function bh/org-todo which is defined as follows:

(global-set-key (kbd "<f5>") 'bh/org-todo)

(defun bh/org-todo ()
  (interactive)
  (org-narrow-to-subtree)
  (org-show-todo-tree nil))

This makes it easy to hide all of the other details in your org-file temporarily by limiting your view to this task subtree. Tasks are folded and hilighted so that only tasks which are incomplete are shown.

I hit f5 a lot. This basically does a org-narrow-to-subtree and C-c C-v combination leaving the buffer in a narrowed state. I use S-f5 to widen back to the normal view.

15.2.2 Limiting the agenda to a subtree

C-c C-x < turns on the agenda restriction lock for the current subtree. This keeps your agenda focused on only this subtree. Alarms and notifications are still active outside the agenda restriction. C-c C-x > turns off the agenda restriction lock returning your agenda view back to normal.

I don't normally use the agenda restriction lock. I normally want to see all work tasks which are in multiple files so agenda view filtering works better for me.

15.2.3 Limiting the agenda to a file

You can limit the agenda view to a single file in multiple ways.

You can use the agenda restriction lock C-c C-x < on the any line before the first heading to set the agenda restriction lock to this file only. This lock stays in effect until you remove it with C-c C-x >.

Another way is to invoke the agenda with F12 1 a while visiting an org-mode file. This limits the agenda view to just this file. I occassionally use this to view a file not in my org-agenda-files in the agenda.

15.3 Tuning the Agenda Views

Various customizations affect how the agenda views show task details. This section shows each of the customizations I use in my workflow.

15.3.1 Highlight the current agenda line

The following code in my .emacs file keeps the current agenda line highlighted. This makes it obvious what task will be affected by commands issued in the agenda. No more acting on the wrong task by mistake!

;; Always hilight the current agenda line
(add-hook 'org-agenda-mode-hook '(lambda () (hl-line-mode 1)))

15.3.2 Remove tasks with dates from the global todo lists

Tasks with dates (SCHEDULED:, DEADLINE:, or active dates) show up in the agenda when appropriate. Use the following settings to remove these tasks from the global todo lists. The idea here is the agenda has date-related items and the global todo lists have everything else. Keeping tasks only one list only prevents having to review tasks more than once when browsing the lists.

Tasks with dates are scheduled into the future sometime and you don't need to deal with them until the date approaches.

;; Keep tasks with dates off the global todo lists
(setq org-agenda-todo-ignore-with-date t)

;; Remove completed deadline tasks from the agenda view
(setq org-agenda-skip-deadline-if-done t)

;; Remove completed scheduled tasks from the agenda view
(setq org-agenda-skip-scheduled-if-done t)

;; Remove completed items from search results
(setq org-agenda-skip-timestamp-if-done t)

15.3.3 Use the Diary for Holidays only

I don't use the emacs Diary for anything but I like seeing the holidays on my agenda. This helps with planning for those days when you're not supposed to be working.

(setq org-agenda-include-diary nil)
(setq org-agenda-diary-file "~/git/org/diary.org")

I don't use a ~/diary file anymore. That is just there as a zero-length file to keep Emacs happy. I use org-mode's diary functions instead. Inserting entries with i in the emacs agenda creates date entries in the ~/git/org/diary.org file.

I include holidays from the calendar in my todo.org file as follows:

#+FILETAGS: HOME
* Appointments
  :PROPERTIES:
  :CATEGORY: Appt
  :ARCHIVE:  %s_archive::* Appointments
  :END:      
** Holidays
   :PROPERTIES:
   :Category: Holiday
   :END:
%%(org-calendar-holiday)
** Some other Appointment
   ...

15.3.4 Searches include archive files

I keep a single archive file for each of my org-mode project files. This allows me to search the current file and the archive when I need to dig up old information from the archives.

I don't need this often but it sure is handy on the occasions that I do need it.

;; Include agenda archive files when searching for things
(setq org-agenda-text-search-extra-files (quote (agenda-archives)))

15.3.5 Agenda view tweaks

The following agenda customizations control

  • display of repeating tasks
  • display of empty dates on the agenda
  • task sort order
  • start the agenda weekly view with today
  • display of the grid
  • habits at the bottom

Here are the .emacs settings:

;; Show all future entries for repeating tasks
(setq org-agenda-repeating-timestamp-show-all t)

;; Show all agenda dates - even if they are empty
(setq org-agenda-show-all-dates t)

;; Sorting order for tasks on the agenda
(setq org-agenda-sorting-strategy
      (quote ((agenda habit-down time-up priority-down effort-up category-up)
              (todo priority-down)
              (tags priority-down))))

;; Start the weekly agenda today
(setq org-agenda-start-on-weekday nil)

;; Disable display of the time grid
(setq org-agenda-time-grid
      (quote (nil "----------------"
                  (800 1000 1200 1400 1600 1800 2000))))

;; Display tags farther right
(setq org-agenda-tags-column -102)


15.4 Checklist handling

Checklists are great for repeated tasks with lots of things that need to be done. For a long time I was manually resetting the check boxes to unchecked when marking the repeated task DONE but no more! There's a contributed org-checklist that can uncheck the boxes automagically when the task is marked done.

Add the following to your .emacs

(load "~/git/org-mode/contrib/lisp/org-checklist")

and then to use it in a task you simply set the property RESET_CHECK_BOXES to t like this

** TODO Invoicing and Archive Tasks [0/7]
   DEADLINE: <2009-07-01 Wed +1m -0d> 
   :PROPERTIES:
   :RESET_CHECK_BOXES: t
   :END:

   - [ ] Do task 1
   - [ ] Do task 2
   ...
   - [ ] Do task 7

15.5 Backups

Backups that you have to work hard at don't get gone.

I lost a bunch of data over 10 years ago due to not having a working backup solution. At the time I said I'm not going to lose any important data ever again. So far so good :)

My backups get done religiously. What does this have to do with org-mode? Not much really, other than I don't spend time doing backups – they just happen – which saves me time for other more interesting things.

My backup philosophy is to make it possible to recover your data -- not necessarily easy. It doesn't have to be easy/fast to do the recovery because I'll rarely have to recover data from the backups. Saving time for recovery doesn't make sense to me. I want the backup to be fast and painless since I do those all the time.

I set up an automated network backup over 10 years ago that is still serving me well today. All of my systems gets daily backups to a network drive. These are collected weekly and written to DVD ISO images in case my machines walk off someday.

Once a week I get an email that says 'These ISO images are ready to be burned to disk' and all I have to do is write them out. Backups take minimal effort currently and I'm really happy about that.

Since then git came into my life, so backups of git repositories that are on multiple machines is much less critical than it used to be. There is an automatic backup of everything pushed to the remote repository.

15.6 Handling blocked tasks

Blocked tasks are tasks that have subtasks which are not in a done todo state. Blocked tasks show up in a grayed font by default in the agenda.

To enable task blocking set the following variable:

(setq org-enforce-todo-dependencies t)

This setting prevents tasks from changing to DONE if any subtasks are still open. This works pretty well except for repeating tasks. I find I'm regularly adding TODO tasks under repeating tasks and not all of the subtasks need to be complete before the next repeat cycle.

You can override the setting temporarily by changing the task with C-u C-u C-u C-c C-t but I never remember that. I set a permanent property on the repeated tasks as follows:

* TODO New Repeating Task
  SCHEDULED: <2009-06-16 Tue +1w>
  :PROPERTIES:
  :NOBLOCKING: t
  :END:
...
** TODO Subtask

This prevents the New Repeating Task from being blocked if some of the items under it are not complete.

Occassionally I need to complete tasks in a given order. Org-mode has a property ORDERED that enforces this for subtasks.

* TODO Some Task
  :PROPERTY:
  :ORDERED: t
  :END:
** TODO Step 1
** TODO Step 2
** TODO Step 3

In this case you need to complete Step 1 before you can complete Step 2, etc. and org-mode prevents the state change to a done task until the preceding tasks are complete.

15.7 Org Task structure and presentation

This section describes various org-mode settings I use to control how tasks are displayed while I work on my org mode files.

15.7.1 Controlling display of leading stars on headlines

Org-mode has the ability to show or hide the leading starts on task headlines. It's also possible to have headlines at odd levels only so that the stars and heading task names line up in sublevels.

I don't hide leading stars - I want to see the heading levels explicitly. When I tried the hide leading stars setting I found myself typing ' *' when adding a new heading and then the font lock shows I messed up and created a list instead.

To make org show leading stars use

(setq org-hide-leading-stars nil)

15.7.2 Show headings at odd levels only or odd-even levels

I've converted my files between odd-levels-only and odd-even using the functions org-convert-to-odd-levels and org-convert-to-oddeven-levels functions a number of times. I ended up going back to odd-even levels to reduce the amount of leading whitespace on tasks. I didn't find that lining up the headlines and tasks in odd-levels-only to be all that helpful.

(setq org-odd-levels-only nil)

15.7.3 Handling blank lines

Blank lines are evil :). They keep getting inserted in between headlines and I never want to see them in collapsed (contents) views. When I use TAB to fold (cycle) tasks I don't want to see any blank lines.

The following setting hides all blank lines inside folded contents of a tasks:

(setq org-cycle-separator-lines 0)

I find extra blank lines in lists and headings a bit of a nuisance. To get a body after a list you need to include a blank line between the list entry and the body – and indent the body appropriately. Most of my lists have no body detail so I like the look of collapsed lists with no blank lines better.

The following setting prevents creating blank lines before list items and headings:

(setq org-blank-before-new-entry (quote ((heading)
                                         (plain-list-item))))

15.7.4 Adding new tasks quickly without disturbing the current task content

To create new headings in a project file it is really convenient to use C-S-RET. This inserts a new headline. With the following setting

(setq org-insert-heading-respect-content t)

Org adds the new heading after the content of the current item. This lets you hit C-S-RET in the middle of an entry and the new heading is added after the body of the current entry.

I currently use

(setq org-insert-heading-respect-content nil)

now since I create blocks of text without structure first and then add headings in the middle to organize the text. I found jumping to the end (respecting content) was slowing me down since I don't normally have a lot of blank lines in the middle of my text.

15.7.5 Notes at the top

I enter notes for tasks with C-c C-z (or just z in the agenda). Changing tasks states also sometimes prompt for a note (e.g. moving to WAITING prompts for a note and I enter a reason for why it is waiting). These notes are saved at the top of the task so unfolding the task shows the note first.

(setq org-reverse-note-order nil)

15.7.6 Searching and showing results

Org-mode's searching capabilities are really effective at finding data in your org files. C-c / / does a regular expression search on the current file and shows matching results in a collapsed view of the org-file.

I have org-mode show the hierarchy of tasks above the matched entries and also the immediately following sibling task (but not all siblings) with the following settings:

(setq org-show-following-heading t)
(setq org-show-hierarchy-above t)
(setq org-show-siblings nil)

This keeps the results of the search relatively compact and mitigates accidental errors by cutting too much data from your org file with C-k. Cutting folded data (including the …) can be really dangerous since it cuts text (including following subtrees) which you can't see. For this reason I always show the following headline when displaying search results.

15.7.7 Editing and Special key handling

Org-mode allows special handling of the C-a, C-e, and C-k keys while editing headlines. I also use the setting that pastes (yanks) subtrees and adjusts the levels to match the task I am pasting to. See the docstring (C-h v org-yank-adjust-subtrees) for more details on each variable and what it does.

(setq org-special-ctrl-a/e t)
(setq org-special-ctrl-k t)
(setq org-yank-adjusted-subtrees t)

15.8 Attachments

Attachments are great for getting large amounts of data related to your project out of your org-mode files. Before attachments came along I was including huge blocks of SQL code in my org files to keep track of changes I made to project databases. This bloated my org file sizes badly.

Now I can create the data in a separate file and attach it to my project task so it's easily located again in the future.

I set up org-mode to generate unique attachment IDs with org-id-method as follows:

(setq org-id-method (quote uuidgen))

Say you want to attach a file x.sql to your current task. Create the file data in /tmp/x.sql and save it.

Attach the file with C-c C-a a and enter the filename: x.sql. This generates a unique ID for the task and adds the file in the attachment directory.

** Attachments                                                :ATTACH:
   :PROPERTIES:
   :Attachments: x.sql
   :ID:       f1d38e9a-ff70-4cc4-ab50-e8b58b2aaa7b
   :END:

The attached file is saved in data/f1/d38e9a-ff70-4cc4-ab50-e8b58b2aaa7b/. Where it goes exactly isn't important for me – as long as it is saved and retrievable easily. Org-mode copies the original file /tmp/x.sql into the appropriate attachment directory.

Tasks with attachments automatically get an ATTACH tag so you can easily find tasks with attachments with a tag search.

To open the attachment for a task use C-c C-a o. This prompts for the attachment to open and TAB completion works here.

The ID changes for every task header when a new ID is generated.

It's possible to use named directories for attachments but I haven't needed this functionality yet – it's there if you need it.

I store my org-mode attachments with my org files in a subdirectory data. These are automatically added to my git repository along with any other org-mode changes I've made.

15.9 Deadlines and Agenda Visibility

Deadlines and due dates are a fact or life. By default I want to see deadlines in the agenda 30 days before the due date.

The following setting accomplishes this:

(setq org-deadline-warning-days 30)

This gives me plenty of time to deal with the task so that it is completed on or before the due date.

I also use deadlines for repeating tasks. If the task repeats more often than once per month it would be always bugging me on the agenda view. For these types of tasks I set an explicit deadline warning date as follows:

** TODO Pay Wages
   DEADLINE: <2009-07-01 Wed +1m -0d> 

This example repeats monthly and shows up in the agenda on the day it is due (with no prior warning). You can set any number of lead days you want on DEADLINES using -Nd where N is the number of days in advance the task should show up in the agenda. If no value is specified the default org-deadline-warning-days is used.

15.10 Exporting Tables to CSV

I generate org-mode tables with details of task specifications and record structures for some of my projects. My clients like to use spreadsheets for this type of detail.

It's easy to share the details of the org-mode table by exporting in HTML but that isn't easy for anyone else to work with if they need to edit data.

To solve this problem I export my table as comma delimited values (CSV) and then send that to the client (or read it into a spreadsheet and email the resulting spreadsheet file).

Org-mode can export tables as TAB or comma delimited formats. I set the default format to CSV with:

(setq org-table-export-default-format "orgtbl-to-csv")

Exporting to CSV format is the only one I use and this provides the default so I can just hit RETURN when prompted for the format.

To export the following table I put the cursor inside the table and hit M-x org-table-export which prompts for a filename and the format which defaults to orgtbl-to-csv from the setting above.

OneTwoThree
112
365
fredkpemary
234.5432.12324.3

This creates the file with the following data

One,Two,Three
1,1,2
3,6,5
fred,kpe,mary
234.5,432.12,324.3

15.11 Visiting links

Links to emails, web pages, and other files are sprinkled all over my org files. The following setting control how org-mode handles opening the link.

(setq org-link-frame-setup (quote ((vm . vm-visit-folder-other-frame)
                                   (gnus . gnus-other-frame)
                                   (file . find-file-other-window))))

I like to keep 2 frames open for Emacs - one for org and one for Gnus. When I open a link to an email org loads the message in the other gnus frame. I find this much better than replacing the task data I'm currently looking at.

Similarly opening a file splits the window and displays the file in the other window of the current frame.

This works well for me. Your mileage may vary :)

15.12 Logging stuff

Most of my logging is controlled by the global org-todo-keywords

My logging settings are set as follows:

(setq org-log-done (quote time))
(setq org-log-into-drawer t)

With org-todo-keywords set as

(setq org-todo-keywords (quote ((sequence "TODO(t)" "STARTED(s!)" "|" "DONE(d!/!)")
 (sequence "WAITING(w@/!)" "SOMEDAY(S!)" "OPEN(O@)" "|" "CANCELLED(c@/!)")
 (sequence "QUOTE(q!)" "QUOTED(Q!)" "|" "APPROVED(A@)" "EXPIRED(E@)" "REJECTED(R@)"))))

This adds a log entry whenever a task moves to any of the following states:

  • to STARTED status
  • to or out of DONE status
  • to WAITING status (with a note) or out of WAITING status
  • to SOMEDAY status
  • to OPEN status (with a note)
  • to CANCELLED status (with a note) or out of CANCELLED status
  • to QUOTE status
  • to QUOTED status
  • to APPROVED status (with a note)
  • to EXPIRED status (with a note)
  • to REJECTED status (with a note)

I keep clock times and states in the LOGBOOK drawer to keep my tasks uncluttered. If a task is WAITING then the reason for why it is waiting is near the top of the LOGBOOK and unfolding the LOGBOOK drawer provides that information.

15.13 Limiting time spent on tasks

Org-mode has this great new feature for signalling alarms when the estimated time for a task is reached. I use this to limit the amount of time I spend on a task during the day.

As an example, I've been working on this document for over two months now. I want to get it finished but I can't just work on it solely until it's done because then nothing else gets done. I want to do a little bit every day but limit the total amount of time I spend documenting org-mode to an hour a day.

To this end I have a task

** STARTED Document my use of org-mode
   :LOGBOOK:...
   :PROPERTIES:
   :CLOCK_MODELINE_TOTAL: today
   :Effort:   1:00
   :END:

The task has an estimated effort of 1 hour and when I clock in the task it gives me a total in the mode-line like this

--:**  org-mode.org   91% (2348,73) Git:master  (Org Fly yas Font)-----[0:35/1:00 (Document my use of org-mode)]-------

I've spent 35 minutes of my 1 hour so far today on this document and other help on IRC.

I set up an alarm so the Star Trek red alert klaxon goes off when the total estimated time is hit. (Yes I'm a Trekkie :) )

(setq org-clock-sound "/usr/local/lib/alert1.wav")

When the one hour time limit is hit the alarm sound goes off and a message states that I should be done working on this task. If I switch tasks and try to clock in this task again I get the sound each and every time I clock in the task. This nags me to go work on something else :)

You can use similar setups for repeated tasks. By default the last repeat time is recorded as a property when a repeating task is marked done. For repeating tasks the mode-line clock total counts since the last repeat time by default. This lets you accumulate time over multiple days and counts towards your estimated effort limit.

15.14 Habit Tracking

John Wiegley recently added support for Habit tracking to org-mode.

I have lots of habits (some bad) but I'd still like to improve and build new good habits. This is what habit tracking is for. It shows a graph on the agenda of how well you have been doing on developing your habits.

I have habits like:

  • Hand wash the dishes
  • 30 minute brisk walk
  • Clean the house

etc. and most of these need a push to get done regularly. Logging of the done state needs to be enabled for habit tracking to work.

A habit is just like a regular task except it has a special PROPERTY value setting and a special SCHEDULED date entry like this:

** TODO Update Org Mode Doc
   SCHEDULED: <2009-11-21 Sat .+7d/30d>
   [2009-11-14 Sat 11:45]
   :PROPERTIES:
   :STYLE: habit
   :END:

This marks the task as a habit and separates it from the regular task display on the agenda. When you mark a habit done it shows up on your daily agenda the next time based on the first interval in the SCHEDULED entry (.+1d)

The special SCHEDULED entry states that I want to do this every day but at least every 2 days. If I go 3 days without marking it DONE it shows up RED on the agenda indicating that I have been neglecting this habit.

The world isn't going to end if you neglect your habits. You can hide and display habits quickly using the K key on the agenda.

These are my settings for habit tracking.

; Enable habit tracking (and a bunch of other modules)
(setq org-modules (quote (org-bbdb org-bibtex org-crypt org-gnus org-id org-info org-jsinfo org-habit org-inlinetask org-irc org-mew org-mhe org-protocol org-rmail org-vm org-wl org-w3m)))
; global STYLE property values for completion
(setq org-global-properties (quote (("STYLE_ALL" . "habit"))))
; position the habit graph on the agenda to the right of the default
(setq org-habit-graph-column 50)

15.15 Habits only log DONE state changes

I tend to keep habits under a level 1 task * Habits with a special logging property that only logs changes to the DONE state. This allows me to cancel a habit and not record a timestamp for it since that messes up the habit graph. Cancelling a habit just to get it off my agenda because it's undoable (like get up before 6AM) should not mark the habit as done today. I only cancel habits that repeat every day.

My habit tasks look as follows - and I tend to have one in every org file that can have habits defined

* Habits
  :PROPERTIES:
  :LOGGING:  DONE(!)
  :ARCHIVE:  %s_archive::* Habits
  :END:

15.16 Auto revert mode

I use git to synchronize my org-mode files between my laptop and my workstation. This normally requires saving all the current changes, pushing to a bare repo, and fetching on the other system. After that I need to revert all of my org-mode files to get the updated information.

I used to use org-revert-all-org-buffers but have since discovered global-auto-revert-mode. With this setting any files that change on disk where there are no changes in the buffer automatically revert to the on-disk version.

This is perfect for synchronizing my org-mode files between systems.

(setq global-auto-revert-mode t)

15.17 Handling Encryption

I used to keep my encrypted data like account passwords in a separate GPG encrypted file. Now I keep them in my org-mode files with a special tag instead. Encrypted data is kept in the org-mode file that it is associated with.

org-crypt allows you to tag headings with a special tag crypt and org-mode can keep data in these headings encrypted when saved to disk. You decrypt the heading temporarily when you need access to the data and org-mode re-encrypts the heading as soon as you save the file.

I use the following setup for encryption:

(require 'org-crypt)
; Encrypt all entries before saving
(org-crypt-use-before-save-magic)
; Which tag is used to mark headings to be encrypted
(setq org-tags-exclude-from-inheritance (quote ("crypt")))
; GPG key to use for encryption
(setq org-crypt-key "F0B66B40")

M-x org-decrypt-entry will prompt for the passphrase associated with your encryption key and replace the encrypted data where the point is with the plaintext details for your encrypted entry. As soon as you save the file the data is re-encrypted for your key. Encrypting does not require prompting for the passphrase - that's only for looking at the plain text version of the data.

I tend to have a single encrypted entry per file (like * Passwords). I prevent the crypt tag from using inheritance so that I don't have encrypted data inside encrypted data. I found M-x org-decrypt-entries prompting for the passphrase to decrypt data over and over again (once per entry to decrypt) too inconvenient.

I leave my entries encrypted unless I have to look up data - I decrypt on demand and then save the file again to re-encrypt the data. This keeps the data in plain text as short as possible.

15.18 Speed Commands

There's a new and exciting feature called org-speed-commands in the latest development version of org-mode.

Speed commands allow access to frequently used commands when on the beginning of a headline - similar to one-key agenda commands. Speed commands are user configurable and org-mode provides a good set of default commands.

I have the following speed commands set up in addition to the defaults. I don't use priorities so I override the default settings for the 1, 2, and 3 keys.

(setq org-use-speed-commands t)
(setq org-speed-commands-user (quote (("0" . delete-window)
                                      ("1" . delete-other-windows)
                                      ("2" . split-window-vertically)
                                      ("3" . split-window-horizontally)
                                      ("h" . hide-other)
                                      ("k" . org-kill-note-or-show-branches)
                                      ("r" . org-reveal))))

The variable org-speed-commands-default sets a lot of useful defaults for speed command keys. The default keys I use the most are I and O for clocking in and out and t to change todo state.

15.19 Org Protocol

2009-11-07 Sat 23:24
Org protocol is a great way to create remember notes in org-mode from other applications. I use this to create tasks to review interesting web pages I visit in Firefox.

I have a special remember template set up for org-protocol to use (set up with the w key).

My org-mode setup for org-protocol is really simple. It enables org-protocol and creates a single org-protocol remember template as described in Remember Templates.

(require 'org-protocol)

The bulk of the setup is in the Firefox application so that C-M-r on a page in Firefox will trigger the org-protocol remember template with details of the page I'm currently viewing in firefox.

I set up org-protocol in firefox as described in Keybindings for Firefox.

15.20 Add final newline when saving files

(setq require-final-newline t)

15.21 Insert inactive timestamps

I insert inactive timestamps when working on org-mode files.

For remember tasks the timestamp is in the remember template but for regular structure editing I want a clean outline without timestamps normally. I find this easier to work with when brainstorming and generating the outline structure for a project.

I have the following function bound to the key sequence f9 t to insert an inactive timestamp in the text on demand.

(defun bh/insert-inactive-timestamp ()
  (interactive)
  (save-excursion
    (insert "\n")
    (org-cycle)
    (org-insert-time-stamp nil t t nil nil nil)))

(global-set-key (kbd "<f9> t") 'bh/insert-inactive-timestamp)

15.22 Return follows links

The following setting make RET open links instead of inserting a new line. This setting is a love-hate relationship for me. When it first came out I immediately turned it off because I wanted to insert new lines in front of my links and RET would open the link instead which at the time I found extremely annoying. Now I've trained my fingers to do C-o instead for opening the line above the link. I find I'm hitting RET to visit links a lot more than opening lines before the link - so retraining my fingers was the right move for me.

(setq org-return-follows-link t)

16 Things I Don't Use

This is a partial list of things I know about but do not use. org-mode is huge with tons of features. There are features out there that I don't know about yet or haven't explored so this list is not going to be complete.

16.1 Task Priorities

I use the agenda to figure out what to do work on next. I don't use priorities at all. I've played with them in the past and always go back to using no priorities.

I disable the priority setting keys in org-mode using

(setq org-enable-priority-commands nil)

16.2 Archive Sibling

This was a cute idea but I find archiving entire complete subtrees better. I don't mind having a bunch of tasks marked DONE (but not archived)

16.3 Cycling plain lists

Org mode can fold (cycle) plain lists. I don't use this feature.

(setq org-cycle-include-plain-lists nil)

16.4 Strike-through emphasis

Strike-through emphasis is just unreadable and tends to only show up when pasting data from other files into org-mode. This just removes the strike-through completely which I find a lot nicer.

(setq org-emphasis-alist (quote (("*" bold "<b>" "</b>") ("/" italic "<i>" "</i>") ("_" underline "<span style=\"text-decoration:underline;\">" "</span>") ("=" org-code "<code>" "</code>" verbatim) ("~" org-verbatim "<code>" "</code>" verbatim))))

17 Using Git for Automatic History, Backups, and Synchronization

Editing folded regions of your org-mode file can be hazardous to your data. My method for dealing with this is to put my org files in a Git source repository.

My setup saves all of my org-files every hour and creates a commit with my changes automatically. This lets me go back in time and view the state of my org files for any given hour over the lifetime of the document. I've used this once or twice to recover data I accidentally removed while editing folded regions.

17.1 Automatic Hourly Commits

My Emacs setup saves all org buffers at 1 minute before the hour using the following code in my .emacs

(run-at-time "00:59" 3600 'org-save-all-org-buffers)

A cron job runs at the top of the hour to commit any changes just saved by the call to org-save-all-org-buffers above. I use a script to create the commits so that I can run it on demand to easily commit all modified work when moving from one machine to another.

crontab details:

0 * * * * ~/bin/org-git-sync.sh >/dev/null

17.1.1 ~/bin/org-git-sync.sh

Here is the shell script I use to create a git commit for each of my org-repositories. This loops through multiple repositories and commits any modified files. I have the following org-mode repositories:

This script does not create empty commits - git only creates a commit if something was modified.

#!/bin/sh
# Add org file changes to the repository
REPOS="org doc.norang.ca www.norang.ca"

for REPO in $REPOS
do
    echo "Repository: $REPO"
    cd ~/git/$REPO
    # Remove deleted files
    git ls-files --deleted -z | xargs -0 git rm >/dev/null 2>&1
    # Add new files
    git add . >/dev/null 2>&1
    git commit -m "$(date)"
done

I use the following .gitignore file in my org-mode git repositories to keep export generated files out of my git repositories. If I include a graphic from some other source than ditaa or graphviz then I'll add it to the repository manually. By default all PNG graphic files are ignored (since I assume they are produced by ditaa during export)

core
core.*
*.html
*~
.#*
\#*\#
*.txt
*.tex
*.aux
*.dvi
*.log
*.out
*.ics
*.pdf
*.xml
*.org-source
*.png
*.toc

17.2 Git - Edit files with confidence

I use git in all of my directories where editing a file should be tracked.

This means I can edit files with confidence. I'm free to change stuff and break things because it won't matter. It's easy to go back to a previous working version or to see exactly what changed since the last commit. This is great when editing configuration files (such as apache webserver, bind9 DNS configurations, etc.)

I find this extremely useful where your edits might break things and having git tracking the changes means if you break it you can just go back to the previous working version easily. This is also true for package upgrades for software where the upgrade modifies the configuration files.

I have every version of my edits in a local git repository.

17.3 USB Stick synchronization

So I recently acquired a Eee PC 1000 HE which now serves as my main road-warrior laptop replacing my 6 year old Toshiba Tecra S1.

I have a server on my LAN that hosts bare git repositories for all of my projects. The problem I was facing is I have to leave in 5 minutes and want to make sure I have up-to-date copies of everything I work on when I take it on the road (without Internet access).

To solve this I use a USB stick with bare git repositories on it. This includes my org-mode repositories as well as any other git repositories I'm interested in.

Just before I leave I mount my USB stick on my workstation and run usb-git-pull then usb-git-push. For any repositories that give errors due to non-fast-forward merges I manually merge as required and rerun usb-git-push until it reports no errors. This normally takes a minute to two to do. Then I grab my Eee PC and my USB stick and leave.

Later I mount my USB stick in the Eee PC and do usb-git-fetch to grab all of the commits from my workstation. I can merge as required for whatever I want to work on when I'm on the road knowing I have full up-to-date history of all my git repos on the USB stick.

This really works great! The problem I had with using a local lan bare repo was I'd forget to push/fetch a few repostories - always the ones I actually wanted to use when offline. Using the USB stick guarantees that all repositories are up to date and allows me to be completely mobile and not dependent on Internet access.

I mount my USB stick in a directory /usb using the fstab entry as follows:

/dev/sdb1 /usb vfat defaults,user,noauto,shortname=mixed 0 0

Each of my repositories has a remote usb and I push matching branches to the remote by default.

git push usb

in any repo will push all refs (branches) that already exist in the repo on the usb stick.

The 3 scripts I use do the following:

ScriptDescription
usb-git-fetchFor each repo on the USB stick fetch from it if it exists on this machine
usb-git-pullFor each repo on the USB stick pull into the current branch
usb-git-pushFor each repo on the USB stick push to it if it exists on this machine
usb-git-missingFor each repo on the USB stick report if we don't have a local copy of it

Lately I've been using usb-git-pull and usb-git-push only. If anything goes wrong the script stops so I can fix whatever made the pull or push operation fail. Then I just rerun the script until it runs to completion.

Here is the usb-git-fetch script

#!/bin/sh
find /usb -type d -name '*.git' | sed 's@^/usb/@@; s/.git$//' | while read repo; do 
  if test -d ~/${repo/.git}
  then
    echo REPO: $repo
    cd ~/$repo
    git fetch usb
  fi
done

Here is the usb-git-pull script

#!/bin/sh
if find /usb -type d -name '*.git' | sed 's@^/usb/@@; s/.git$//' | while read repo; do
      if test -d ~/${repo/.git}
      then
        echo REPO: $repo
        cd ~/$repo 
        if ! git pull usb
        then
          exit 1
        fi
      fi
    done
then
    echo Unmounting USB stick...
    umount /usb
    echo All done.
else
    echo Fix and redo.
fi

Here is the usb-git-push script

#!/bin/sh
if find /usb -type d -name '*.git' | sed 's@^/usb/@@; s/.git$//' | while read repo; do
      if test -d ~/${repo/.git}
      then
        echo REPO: $repo
        cd ~/$repo
        if ! git push usb
        then
          exit 1
        fi
      fi
    done
then
    echo Unmounting USB stick...
    umount /usb
    echo All done.
else
    echo Fix and redo.
fi

Here is the usb-git-missing script

#!/bin/sh
find /usb -type d -name '*.git' | sed 's@^/usb/@@; s/.git$//' | while read repo; do 
  if ! test -d ~/${repo/.git}
  then
    echo REPO: $repo
  fi
done

Author: Bernt Hansen (IRC:Thumper_ on freenode) <bernt@norang.ca>

Date: 2010-02-05 13:55:03 EST

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