Workflow

Find simple workflows for productivity, efficiency, and collaboration.

Concept

The morning question,  |  5 | Rise, wash, and address
                       |      *Powerful Goodness*;
What good shall I do   |  6 | contrive day's business and take the
this day?              |  7 | resolution of the day; prosecute the
                       |      present study; and breakfast.
                       |  8 -
                       |  9 | Work.
                       | 10 |
                       | 11 |
                       | 12 -
                       |  1 | Read or overlook my accounts, and
                       |      dine.
                       |  2 -
                       |  3 | Work.
                       |  4 |
                       |  5 |
                       |  6 -
                       |  7 | Put things in their places,
                       |      supper, music,
                       |  8 | or diversion, or conversation;
 Evening question,     |  9 | examination of the day.
 What good have I done | 10 -
 today?                | 11 |
                       | 12 |
                       |  1 | Sleep.
                       |  2 |
                       |  3 |
                       |  4 |

-- Benjamin Franklin

Goals

  • Find simple workflows for productivity, efficiency, and collaboration
  • Develop methods to retain and analyze relevant information
  • Develop heuristics to identify tasks and sub-tasks

Objectives

  • [ ] Document optimal workflows
  • [x] Create workflow.rst (see: current headings)
  • [ ] Develop file metadata strategies: (folders, names, tagging, labeling)
  • [x] Synthesize existing labeling strategies
  • [ ] Define and describe resources: skills, time, tools, tasks
  • [ ] Define and describe outputs: artifacts, products, deliverables
  • [ ] R&D: integrate workflow information flows
    • Tasks, Lists, Labels, Services, Tools (pyrtm-task-cli, pytodo?)
    • Logs: workhours, heka, elasticsearch, kibana

See: Requirements Traceability

Tasks

Daily

  • Daily Google Tasks list
    • Daily: Uncheck list box(es), update date

Scheduled

  • Google Calendar events (and reminders)
  • ReadTheMilk tasks

Recurring

  • Repeating Google Calendar events (and reminders)
  • Repeating ReadTheMilk tasks

Phone

@phone

Emails

@email

  • Email Labels: .tasks, .tasks.done
  • Recurring daily tasks .tasks.daily * Google Calendar Event Reminders
  • When a task is completed, change .tasks to .tasks.done

Text Files

  • README, README.txt, README.md, README.rst
  • CHANGES, CHANGES.txt, CHANGES.md, CHANGES.rst
  • CHANGELOG, CHANGELOG.txt, CHANGELOG.md, CHANGELOG.rst
  • HISTORY, HISTORY.txt, HISTORY.md, HISTORY.rst
  • TODO, TODO.rst, TODO.md, TODO.html
  • index.html, index.htm

Lightweight Markup Syntax

https://en.wikipedia.org/wiki/Lightweight_markup_language

Text File Headings

ATX Headings (Markdown,):

# h1
## h2
### h3

Setext Headings (document-local ordering) (ReStructuredText, Markdown)

#####
part
#####

chapter
********

section
========

subsection
-----------

subsection
^^^^^^^^^^^

paragraph
""""""""""

See: https://github.com/westurner/rst-tools

Text File Attributes

  • Path: relative (./path/to/file.ext)
  • Path: absolute (/home/user/path/to/file.ext)
  • File extension (.ext)
  • Filesystem attributes (getfacl, setfacl)
  • MIME-type (file --mime)
  • Byte-order-marker (file --mime)
  • Line endings (DOS, UNIX) (Ctrl-V Ctrl-M)
  • Shebang line (#!/bin/sh, #!/usr/bin/env python)
  • Creation time (stat)
  • Modification time (stat)
  • Local undo/backup cache path

Source Code

https://en.wikipedia.org/wiki/Source_code

Source Code File Attributes

Comment Tags

Comment tags:

TODO
FIXME
XXX
grep 'TODO|FIXME|XXX'
grin 'TODO|FIXME|XXX'
hg grep 'TODO|FIXME|XXX'
git grep 'TODO|FIXME|XXX'

Patches

Also referred to as a diff.

When an author has modified a file in a repository, there is a difference (in terms of text lines and/or bytes changed) between their local revision and the repository revision they started with. That’s called a ‘diff’ or a ‘patch’.

To share those changes, an author must submit a patch to a repository maintainer, who is responsible for applying or not applying the changes to a branch of a repository.

The patch review feedback cycle – classically over NNTP or SMTP (email) – can produce lots of text: both revisions to the patch and an asynchronous stream of emails and IRC messages.

Patch attributes

Patch Header
  • [ ] Patch header

    ENH: Add sphinx Makefile and conf.py (#3)
    
    Add a new feature called XYZ,
    which modifies components X, Y, and Z
    in order to provide new functionality (ENH)
    indicated by new tests (TST).
    
    • [ ] Code labels in subject line: ENH: Add sphinx Makefile and conf.py
    • [ ] Issues number in subject line: (#3)
    • [ ] Issues link in commit message: https://github.com/westurner/wiki/issues/3
    • [ ] Patch header description (complete commit message)
Patch Diff
  • [ ] Patch diff
    • [ ] --git-style diffs

Patch workflow

  • Send patch(es) as an email attachment (“a patch bomb”)
    • DOC: write a Patch header for a new BUG,TST,ENH
    • DOC: prepend Code Labels to first line of patch header (commit message)
      • TST,BLD,CLN: code and test an ENHancement or fix a BUG
    • DOC: write a commit message
    • (.sent, .code) Open Loop: wait for feedback (add email label)
    • (pending) respond, revise, respond (add email labels)
    • (pending) correlate manual line references in feedback emails with the correct revision of the patch
    • (pending|accepted|rejected) review constructive feedback
    • (closed,done) Reach ‘done’; update TODO system
  • Receive patch(es) as an email attachment
    • (.unread) Open Loop: they’re waiting for feedback
    • (.read) read, review, revise, respond: email, editor
    • (.tested) Test: run existing or documentation tests
    • (pending) Respond: [Email] Feedback
    • (pending|accepted|rejected) Evauluate: Apply or do not apply
    • (accepted) Update release log (Desire Code Labels)
    • (released) Release: issue a version identifier with merged patch
    • (closed,done) Reach ‘done’; update TODO system

Issues

An issue records attributes of, notes regarding, and progress towards a finite request, report, or work item.

Issues are often also referred to as tickets, issues, cards, and bugtracking.

Agile methodologies for working with issues: https://wrdrd.github.io/docs/consulting/software-development#agile

https://en.wikipedia.org/wiki/Comparison_of_issue-tracking_systems

Issue attributes

  • a title
  • a description
  • comments
  • metadata
GitHub Issues
  • title
  • body
  • user
  • assignee
  • state:
    • open
    • closed
  • milestone (configurable)
  • labels: (configurable)
    • bug
    • duplicate
    • enhancement
    • help wanted
    • invalid
    • question
    • wontfix
BitBucket Issues
  • title (Title)
  • content (Description)
  • reported_by
  • assignee
  • follower_count
  • status:
    • new
    • open
    • resolved
    • on hold
    • invalid
    • duplicate
    • wontfix
  • kind:
    • bug
    • enhancement
    • proposal
    • task
  • priority:
    • trivial
    • minor
    • major
    • critical
    • blocker
  • component (configurable)
  • milestone (configurable)
  • version (configurable)
Google Code Issues

(configurable templates)

  • Summary
  • Description
  • Reporter
  • Attachments
  • Status: (configurable)
    • Open: (configurable)
      • New
      • Accepted
      • Started
      • MoreINFOneeded
      • NeedsTesting
      • Completed
      • PassedTesting
    • Closed: (configurable)
      • Fixed
      • Verified
      • Invalid
      • Duplicate
      • WontFix
      • Done
  • Owner
  • Cc
  • Labels: (configurable)
    • OpSys-*
    • Milestone-Release*
    • Component-*
    • Security
    • Performance
    • Usability
    • Maintainability

Pull Requests

Projects hosted with GitHub and BitBucket generally support accepting, reviewing, and merging changes as pull requests; which, like regular patches people used to send over the email, are hunks of differences between one or more files.

Unlike a patch archived in a mailing list, pull requests have a free-form comment stream and line-based commenting – features which simplify the change review and evaluation feedback loop.

Send a Pull Request

  • Branch/fork, update, commit

  • Compare, test (review diff)

  • DOC: Prepend Code Labels to first line of patch header (commit message)

  • Send a pull request

    • Email: Send a URL to the branch to pull from (tags: .tasks, .code, -waiting)
    • GitHub: Click ‘Send Pull Request’
    • BitBucket: Click ‘Send Pull Request’
  • Open Loop: -waiting for feedback

Review a Pull Request

  • Open Loop: they’re waiting for feedback

  • Read, ReviewTest*, Respond

  • Check whether the tests pass with the pull request applied

  • Apply or do not apply

    • Do Not Apply
      • Send feedback: not interested, needs work
    • Apply

Lists

Mental

  • Mnemonics
  • String around one’s finger
  • Note on one’s hand
  • Cognitive representation (mental picture) of a list
  • Graph with edges that have magnitude

Mental list attributes

  • [ ] 6-Ws: Who, What, When, Where, Why, and How
    • [ ] What: Project
    • [ ] When: Date recorded
    • [ ] Where: Location recorded
    • [ ] When: Date of task/event milestone
    • [ ] Where: Location for task/event milestone
    • [ ] What,Why,How: Description

Paper

Pros

Just pick up a sheet of paper, write something down, and hand it to me.
  • Classic, ubiquitous
  • Visual
  • Battery-free

Cons

Ask ____ to ask _____ to have that sent over to _________.

Collaboration strategy:

  • Backup: manual replication: scanner, copier, keyboard
  • Sharing: who has which version of this sheet of paper?
  • Synchrony: Correlating list status
  • When: things were added/update/renamed/completed
  • When,Why: Assigning and sorting by priority

Implementations

Schedule

Chronological sequence of events

Calendar

Visual grid of day, week, month, quarter, year

Weekly views: M-Su, Su-Sa

Agenda

Action items to accomplish within a given context

TODO List
  • [ ] create a list of items to accomplish
  • [ ] show completion with [x] checkmarks
  • [ ] show completion with strikethrough (crossing things off)
Hipster PDA

Pocket-sized notebook sheet of paper

see: pyrtm-task-cli

Text

Typed plaintext. Usually with some form of lightweight markup for lists, nested lists, bold, italic, [underline, strikethrough].

Stored with:

  • Paper
  • Filesystem
  • VCS Repository (git, hg)

Pros

  • Simple
  • Great with a keyboard, syntax highlighting, and syntax checking

Cons

  • Synchronicity: keeping everyone on the same revision of the page
  • Mobile Interface: no
  • Picking a syntax (try pandoc while deciding)
  • Lightweight markup language syntax learning curve

Syntax

ReStructuredText, Markdown, [MediaWiki, BBCode, Textile]:

* one
* two
* three

- red
- green
- blue
Checkboxes

ReStructuredText:

* [x] one **bold**
* [ ] two *italic*

  * [x] two.one
  - [ ] two.two \* two

* [ ] ``three``

Markdown:

* [x] one **bold**
* [ ] two *italic*
  * [x] two.one
  * [ ] two.two \* two
* [ ] ``three`` (also `three`)

Services

Web applications and web service systems designed to track task state for one or more people moving toward achieving objectives that satisfy the goals.

https://en.wikipedia.org/wiki/List_of_collaborative_software

Service Evaluation Criteria

There is a spectrum between “we’ll remember which checkboxes for you” and “this task is part of a project supported by these people in these roles with these permissions.”

  • Web Interface: yes/link/no/date
  • Mobile Interface: yes/link/no/date
  • iOS App: yes/link/no/date
  • Android App: yes/link/no/date
  • BlackBerry App: yes/link/no/date
  • WinMo App: yes/link/no/date
  • API: yes/link/no
  • XML: yes/link/no
  • JSON: yes/link/no
  • Sharing/Internal: yes/link/no
  • Sharing/External: yes/link/no
  • Integrates with Google Calendar: yes/link/no
  • Integrates with Gmail: yes/link/no
  • Integrates with Twitter: yes/link/no
  • Integrates with Evernote: yes/link/no
  • Integrates with GitHub: yes/link/no
  • Cost/Free: yes/link/no
  • Cost/Paid: yes/link/no
  • Reminders/Pop-up: yes/link/no
  • Reminders/Email: yes/link/no
  • Tagging: yes/no

Google Calendar

RememberTheMilk

Google Keep

  • Checkbox sticky notes
  • Web Interface: https://drive.google.com/keep/
  • Mobile Interface: yes
  • API: no
  • Sharing/Internal: yes
  • Sharing/External: no
  • Tagging: colors, labels

Wikis

A wiki is a set of documents and attachments that can be edited through the web, usually with some form of Lightweight Markup Language and WikiText linking extensions.

  • GitHub Wiki (Markdown, ReStructuredText)
  • BitBucket Wiki (Markdown)
  • Trac Wiki (Trac Wiki, ReStructuredText)
  • wiki.python.org (MoinMoin)
  • Wikipedia (Mediawiki)

Wikis are good for:

  • Links Pages, Outlines
  • Roadmaps, Todo lists
  • Pandoc converts (sometimes lossily) between many wiki markup syntaxes

GitHub Wiki

These .rst ReStructuredText files are maintained with a .rest extension to make it possible to edit these pages as both a GitHub wiki and a normal Sphinx git repository manually published to a gh-pages branch.

https://github.com/westurner/wiki/blob/master/Makefile

Mailing Lists

https://en.wikipedia.org/wiki/Electronic_mailing_list

Email relay application server (“listserv”)

GNU Mailman

  • Hosting: Self-hosted
  • Cost: Free
  • Language: Python
  • Mailman 3 Web UI: Postorious (Django)
  • Tagging: no
  • Lightweight Markup Languages: no
  • Editing: no

Google Groups

  • Hosting: Cloud
  • Cost: Free
  • Tagging: no
  • Lightweight Markup Languages: no
  • Editing: no

Github Repos, Issues, Wikis

GitHub renders the first README {.md, .rst, .txt, } it finds.

GitHub ReStructuredText does not support Sphinx ReStructuredText.

Github Workflow

Ways to work with tasks and GitHub:

  • [ ] Store a README, HISTORY, ROADMAP, TODO, etc. file in a repo {.md, .rst, .txt}

    1.  [ ] mkdir tasks && cd tasks
    2.  [ ] git init
    3.  [ ] echo "Tasks list" >> README.md
    4.  [ ] git diff README.md
    5.  [ ] git add README.md
    6.  [ ] git diff --cached README.md
    7.  [ ] git commit -m "DOC: Create tasks list"
    8.  [ ] git remote add origin ssh://git@github.com/<username>/<reponame>
    9.  [ ] Create a new github project named <reponame>
    10. [ ] git push origin master
    
  • [ ] Create a GitHub Issue with a title and a description (Markdown) {.md}

    1. [ ] Open the GitHub url in the browser
    2. [ ] Click 'Issues'
    3. [ ] Click 'New Issue'
    4. [ ] Add a description "ENH: New Feature"
    5. [ ] Also select corresponding `<#code-labels>`__
    
    • Per-objective

    • Collaborators add labels, a milestone, and an assignee to the issue

    • Link to issues with #123 in commit messages, issues, and wikis

    • Close the issue when it is done or not going to be done

      • Close a GitHub issue with the web interface ‘Close’ button

      • Close a GitHub issue with text in a commit message or pull request description:

        ENH: add new feature (closes: #01 #02)
        BUG: fix bug (fixes: #03)
        

        See: Closing issues via commit messages

  • [ ] Create a GitHub Issue with a GitHub Markdown Task List (Markdown) {.md}:

    * [ ] Add list items with checkboxes (``- [x] Task three``)
    
    • [x] one –bold–
    • [ ] two -italic- - [x] two.one - [ ] two.two - two
    • [ ] three (also three)
    • [ ] Check off each checkbox to complete the issue
  • [ ] Create a GitHub Wiki page w/ title and text (Markdown, ReST) {.md, .rest}

    • [ ] Create a Roadmap page with a sprint/release plan of issue number/links
  • Publish Task Reports into a repository as HTML served by GitHub Pages

    • Create a Sphinx ReStructuredText conf.py
    • Render the ReStructuredText into HTML with sphinx-build -b html
    • Host _build/html in the gh-pages branch
    • Consider building and hosting Sphinx ReStructuredText documentation with ReadTheDocs

BitBucket Repos, Issues, Wikis

Workflow

  • [ ] Store a README, HISTORY, ROADMAP, TODO, etc. file in a repo {.md, .rst, .txt}

    1. [ ] mkdir tasks && cd tasks
    2. [ ] hg init
    3. [ ] echo "Tasks list" >> README.md
    4. [ ] hg add README.md
    5. [ ] hg diff README.md
    6. [ ] hg commit -m "DOC: Create tasks list"
    7. [ ] Add "bb = ssh://hg@bitbucket.org/${USERNAME}/${REPONAME}" to ``[paths]`` in ./.hgrc
    8. [ ] Create a new bitbucket repository named REPONAME
    8. [ ] hg push bb
    
    • Learn to hg pull, diff, patch, merge, shelve, push, and send pull requests
      • mq – a mercurial extension for working with Mercurial Patch Queues
      • tortoisehg – an excellent VCS gui for Mercurial (and git, with hg-git)
  • [ ] Create a BitBucket Issue with a title and a description (Markdown) {.md}

    1. [ ] Open the BitBucket url in the browser
    2. [ ] Click 'Issues'
    3. [ ] Click 'Create Issue'
    4. [ ] Add a description "ENH: New Feature"
    5. [ ] Also select corresponding `<#code-labels>`__
    
    • Per-objective

    • [ ] Apply kind and priority values to the issue with the web interface

    • [ ] Collaborators may assign an issue to a specific user

    • [ ] Link to issues with #123 in commit messages, issues, and wikis

    • [ ] Close the issue when it is done or not going to be done

      • Close a BitBucket issue with the ‘Resolve’ button

      • Close a BitBucket issue with text in a patch header (a commit message or pull request description):

        ENH: add new feature (closes: #01 #02)
        BUG: fix bug (fixes: #03)
        

        See: Resolve issues automatically when users push code

  • [ ] Create Pull Request Tasks: http://blog.bitbucket.org/2014/09/16/introducing-pull-request-tasks/

Labels

History

  • Text files
  • First-line file naming
  • PDA memos

Label Syntax

Personal labeling syntax

  • lower case
  • dash-slugified
  • period.delimited
  • -task (-next, -waiting, -someday)
  • @context (@home, @campus, @work)
  • .project (.project.subproject)

Task Labels

-next       a next action                    ( seeAlso: code: ready )
-waiting    a task that is blocked
-someday    an opportunity for a later date

https://en.wikipedia.org/wiki/Getting_Things_Done

Project Labels

See: https://github.com/westurner/wiki/wiki/projects

.random        an unfiled note to self
.d             degrees
.d.<name>      degree course/project/team
.bills         bills
.career        career
.civic         civic
.health        health
.diet          diet
.exercise      exercise
.relax         relax
.ride          transportation

.<projectname> project
.dotfiles      dotfiles project

Context Labels

@home    at home
@travel  when traveling
@campus  at school
@class   in class    ( see: .d.<course> )
@work    at work
@phone   at the phone
@pc      at a computer
@online  at a computer with internet
@email   checking email
@forum   reading forums
@read    having time for reading
@food    buying food
@list    general shopping list

Email Labels

.tasks         tasks, action items
.tasks/.daily  repeating daily tasks
.tasks/.done   completed tasks

b.
b./b.ills
b./b.rent
b./b.svc
b./b.uy
c.ode         GitHub, BitBucket, SourceForge, Savannah (list: circle:#me)
d.            degrees                     ( seeAlso: .d )
d./d.<name>   degree course/project/team  ( seeAlso: .d.<course> )
d./o.<org>    academic organizations
p.            people / humans
p./p.career   job offers, applications
p./p.fam      family and friends
p./p.self     from:me AND to:me
p./p.sweb     social web
l.            mailing lists
l./l.art      art things
l./l.biz      business
l./l.music    music, concerts
l./l.py       Python (list:python.org)
l./l.semweb   semantic web
o.<orgname>   organization
wd.
wd.<project>  web development

@travel

Code Labels

Code labels are three-letter codes with which commit messages can be prefixed.

CODE Label          color name      background  text
---- -------------- --------------- ----------  -------
BLD: build          light green     #bfe5bf     #2a332a
BUG: bug            red             #fc2929     #ffffff  (github default)
CLN: cleanup        light yellow    #fef2c0     #333026
DOC: documentation  light blue      #c7def8     #282d33
ENH: enhancement    blue            #84b6eb     #1c2733  (github default)
PRF: performance    deep purple     #5319e7     #ffffff
REF: refactor       dark green      #009800     #ffffff
RLS: release        dark blue       #0052cc     #ffffff
SEC: security       orange          #eb6420     #ffffff
TST: test           light purple    #d4c5f9     #2b2833
UBY: usability      light pink      #f7c6c7     #332829

DAT: data
SCH: schema

# Workflow Labels   (e.g. for waffle.io kanban board columns)
ready               dark sea green  #006b75     #ffffff
in progress         yellow          #fbca04     #332900

# GitHub Labels
duplicate           darker gray     #cccccc     #333333  (github default)
help wanted         green           #159818     #ffffff  (github default)
invalid             light gray      #e6e6e6     #333333  (github default)
question            fuschia         #cc317c     #ffffff  (github default)
wontfix             white           #ffffff     #333333  (github default)

Note: All of these color codes (except for fuschia)
are drawn from the default GitHub palette.

Note: There are 18 labels listed here.

Note

For examples with color swatches in alphabetical order, see https://github.com/westurner/dotfiles/labels

Code Label Syntax

ENH: Add new feature (#1)
BUG: Fixes #3
DOC: index.rst: Add readme.rst
TST: Extend tests for #1
BLD,CLN: Makefile: remove extra newlines
  • COMMA,DELIMITED, SET: of prefix labels
  • Three-characters, if possible

Code labels are helpful for:

– adapted from pandas/CONTRIBUTING.md

Tools

pyrtm-task-cli

A python CLI for working with tasks and pyrtm RememberTheMilk API.

Query/rename tasks in Python and generate a printable, templated, minimal HTML Hipster PDA notebook-sized sheet of paper of a list of tasks at one point in time.

workhours

Aggregate streams of event tuples generated by various activity streams (bookmarks, existing browser history, -usrlog files)

TaskWarrior

TaskWarrior is a task management tool written in C with lots of plugins written in other languages.

TaskWarrior comes with an awesome commandline interface for adding, updating, and reporting on tasks, their statuses, and their priorities.

There are plugins to host and synchronize TaskWarrior task databases (with TaskWarrior JSON: http://taskwarrior.org/docs/design/task.html).

Best Practices

Project Templating

Requirements Traceability

  • [ ] Write a Roadmap wiki entry with links to Release Plans and/or issue milestones (git@github.com:westurner/wiki.wiki.git / Roadmap.rest)

  • [ ] Write Features and User Stories as issues prefixed with ENH::

    ENH: Users can place orders
    
  • [ ] Prefix commit messages with Code Labels:

    TST: Create order placing tests
    DOC: Add order placing documentation
    BLD: Update the build configuration
    
  • [ ] Link between Issues, Commits, Pull Requests, and Release Logs by referencing an issue number:

    TST: Create order placing tests (#123)
    DOC: Add order placing documentation (for #123)
    CLN: Cleanup syntax for style guide (#5678)
    
  • [ ] Link between Issues, Commits, Pull Requests, and Release Logs by referencing (pasting) a link (URL, URI) as-is (with no anchor text):

    https://github.com/westurner/wiki/issues/1
    

Continuous Integration

https://en.wikipedia.org/wiki/Continuous_integration#Best_practices