Tools

Each tool has one job. Clarity depends on strict boundaries.

Outlook

Communication and calendar.

Use for

  • Email
  • Meetings
  • Time commitments

Never use for

  • Task storage
  • Hidden follow-up
  • Personal note capture

Todoist

Single source of truth for actions.

Use for

  • Tasks
  • Next actions
  • Follow-up

Never use for

  • Long-form notes
  • Meeting context
  • File storage

Obsidian

Notes, thinking, and meeting context.

Use for

  • Meeting notes
  • Project notes
  • Thinking

Never use for

  • Task execution
  • Shared final documentation
  • Temporary capture of actions that belong in Todoist

OneDrive

File storage.

Use for

  • Documents
  • Slides
  • Diagrams

Never use for

  • Task management
  • Meeting notes
  • Final shared team knowledge pages

Confluence

Final shared documentation.

Use for

  • Final documentation
  • Shared decisions
  • Team-readable reference

Never use for

  • Rough personal notes
  • Temporary thinking
  • Private drafts that belong in Obsidian