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maxamind Quickstart Guide

The maxamind app is a comprehensive toolkit to enhance personal and professional productivity while reducing stress and wasted energy. maxamind is Augmented Intelligence on all your devices.

Installation and Setup

maxamind is a platform independent web application - it runs in your device’s browser. It stores your data on your device, so it can function when you’re offline, and then safely syncs your data with the maxamind.com cloud servers when online again. If you install maxamind on multiple mobile or desktop devices, the cloud services will keep them all in sync as you add or update your data.

To get started, first go to www.maxamind.com on a desktop or mobile device to create your account. Then follow the instructions below for installing the app on any or all of your devices.

Installing on an iPhone or iPad

To install the app and it’s offline database on an iPhone or iPad:

  1. Open Safari on the iPhone and navigate to app.maxamind.com
  2. The app will load and display instructions for your iPhone or iPad. Follow those few steps to create a new maxamind Home Screen icon. After you complete the process, it’s helpful to return to Safari and close the app.maxamind.com page. It will avoid confusion the next time you use Safari.
  3. You can use and move the maxamind icon just like a regular app icon. Tap it to start the app and go to the Login page

Installing on an Android phone or tablet

To install the app and it’s offline database on an Android device:

  1. Open Chrome on the device and navigate to app.maxamind.com
  2. The app will load and display instructions for your Android. Follow those few steps to create a new maxamind Home Screen icon. After you complete the process, it’s helpful to return to Chrome and close the app.maxamind.com page. It will avoid confusion the next time you use Chrome.
  3. You can use and move the maxamind icon just like a regular app icon. Tap it to start the app and go to the Login page

Installing on Chrome or Edge on a Desktop (Mac or Windows)

To install the app and it’s offline database on Chrome or Edge (Mac or Windows):

  1. Open Chrome or Edge on the desktop and navigate to app.maxamind.com
  2. The app will load and display the login page - but don’t login yet. Click the Install to Desktop icon in the navigation bar. Follow those few steps to create a new maxamind Desktop icon. After you complete the process, it’s helpful to return to the browser and close the app.maxamind.com page. It will avoid confusion the next time you use the browser.
  3. You can use and move the maxamind icon just like a regular app icon. Tap it to start the app and go to the Login page

Installing on Safari on a Mac

To install the app and it’s offline database on an a Mac in Safari:

  1. Open Safari on the Mac and navigate to app.maxamind.com
  2. The app will load and display the login page - but don’t login yet. Click the Share icon in the Safari navigation bar and select Add to Dock. Follow those few steps to create a new maxamind dock icon. After you complete the process, it’s helpful to return to Safari and close the app.maxamind.com page. It will avoid confusion the next time you use Safari.
  3. You can use and move the maxamind icon just like a regular app icon. Tap it to start the app and go to the Login page

First Time Login

The first time you start the maxamind app after installing on your device, it will automatically bring up the Login page. Enter the Email Address and Password that you used when you created your account, along with a unique Device Name of your choice.

Important: If you are installing maxamind on more than one device, be sure to give them each a different Device Name (like: iPhone, Galaxy, Mac) so that the maxamind server can keep them all in sync.

Your email and password will be securely stored on the device so you won’t need to login again each time you run the app.

The maxamind app Home panel

After you login for the first time and then whenever you open the maxamind app, you will see the Home panel like this:

maxamind Home Panel

The Home panel as seen on an iPhone.
On Android devices the menu bar is on top. On tablets and desktops, the home panel slides from the left.

All about Actions!

Actions are any task or activity that you need to get done. An action may be a simple “Stop off for milk” or a step along the way in a long-term project with notes, images or links attached. Tap the New Action icon icon on any screen to add a new Action.

New Action icon Every page of the maxamind app has the New Action icon on the toolbar.

Tap New Action from any page and start typing or hit the microphone button to dictate a quick description of the idea, task, reminder – whatever you need to do. If you start from the maxamind Home page, the New Action will default to the Anywhere context and the Inbox project. If you start from a Context or Project page, the context or project will be automatically set to that page. In any case, you can tap the Context or Project to select a different one from the list.

If you want or need to, you can set other options to manage the action including estimates for time, level of effort and priority; a due date if there really is one; a URL to link a web resourse like images or docs; and notes with an outline editor.

So, get startrted with maxamind by adding actions for tasks and ideas throughout the day. Create Projects and Contexts as you go. Review your Project lists daily and weekly. Check your Context lists for people when you meet with them and places when you're in them.

Organizing Actions with Projects and Contexts

Every Action item in maxamind is organized by Project and Context. When you first create your maxamind account and repository, a few typical Projects and Contexts are setup automatically. You can add any number of Contexts and Projects to suit your life, work and flow.

Projects are any on-going work, interest or other activity that you will break down into next actions. It's easy to imagine the projects that you are likely working on right now. What are the next actions to take on each of them?

Contexts are the places, people, resources or situations needed to take an action. They are who you need to be with, or where you need to be (home, work, school) or the situation you need to be in (shopping, packing) to get something done. You tag tasks with a context (at home, with Bob, grocery shopping) and then check that context's list when the time comes.

Here are some suggestions to get the ideas flowing:

Project and Context Views

You can use the view tool to select from the available action list visualizations. The app will retain the selected view and sort order on restart, so you can stick with your favorite.

ChecklistA list with checkbox, action summary and selectable sort order
TimelineA now-soon-later timeline with summary and selectable sort order
OutlineA bullet-list of actions with their complete notes in an outline editor and sellable sort order
WhiteboardA free-form whiteboard where actions are shown and other shapes can be drawn and connected

Journal

The Journal functions as a centralized repository for recording activities, thoughts, and notes on a daily basis. You can document events, insights, and tasks within the journal, capturing a chronological account of your daily experiences. Bullets within the journal represent various types of entries such as notes, actions, or events, providing a versatile platform for journaling and note-taking. GTD® actions are automatically journaled. Attachments let you include visual information, web links and multimedia content in journal entries.

Sketchpad

The Sketchpad enables visual brainstorming and communications. By collecting actions and notes through the Search Panel, you can brainstorm ideas, create visual representations of concepts, and communicate complex information effectively. The Sketchpad serves as a creative space to ideate, visualize, and collaborate on projects through dynamic visual tools and features within the app.

Datapad

The Datapad provides a simple yet powerful platform for data collection and spreadsheet functions. You can input and organize data in a tabular format, facilitating data management and analysis within the app. Whether tracking numerical information, creating spreadsheets, tracking expenses or managing project data sets, the Datapad is a versatile tool for handling data-related tasks efficiently. With intuitive functions and formatting options, you can leverage the Datapad for various data-driven activities.

Reference Library

Use the Pocket Reference Library for storing important documents, images, and references that are always with you. You can attach various file types, including images, PDFs, text, and markdown, for quick and easy access within the app. Maybe some handy recipes, charts important to your work, subway maps or travel docs.

OpenAI Integration

maxamind can connect to an OpenAI model to help you discuss and analyze your projects, notes, and sketches. You can open the Chat dialog from any maxamind view and the contents of that view will be automatically appended to your initial prompt. So you can say things like: "What should I work on for the next hour?" or "In the attached mindmap suggest additional topics..."

To customize your access in maxamind:

  1. Tap on the More (ellipsis) icon on the Home Panel.
  2. From the menu select Settings...
  3. Enter the name of the OpenAI model to access i.e. gpt-4o-mini
  4. Enter any info about you that the AI could use to be helpful such as your name, birthdate, and where you live.

GTD® with maxamind

David Allen’s book Getting Things Done has been read by millions of people over more than two decades, but mastering GTD® can be a bit daunting without an intelligent tool to guide you. We’ve built the process in, so the maxamind app makes it easy to implement the five key strategies of GTD® - Collect, Process, Organize, Review, and Do.

Some important lessons from David Allen:

The first step of the GTD® process is collecting all of your scraps, reminders, tasks and goals into a single, trusted repository that is always with you. Equally important though is the ability to follow through to process and be able to view those memories when you are in the appropriate context to act on them. The maxamind app makes it easy to process and organize while you’re collecting your input – three steps ahead.

The maxamind app records and organizes the things you need to do, so you can put them out of your mind and be confident that you will remember them when you are prepared to act. Because you have one place to keep, process and track it all, you don’t have to stress about “have I checked everything” or “do I have everything covered”.

Many people find it hard to keep up with GTD®, especially the Project Review cycle. The maxamind app keeps all of your Projects organized and and close at hand to review whenever it suits your schedule. Check your projects list on the subway and add a few action items. Record action items for a project during the meeting so you collect, process, and organize them all in one motion.

With the app at hand, a quick look at your Context lists throughout the day tells you what you need to do then and there.

Collecting

Using maxamind on your phone makes collecting a snap. It’s always with you, and collecting a new item is never more than two taps away – tap to launch maxamind, if it’s not already open, then tap on New Action.

Organizing

You can set the Context or Project for any Action when you add it or change it later by tapping on the Action from any list. When the Project or Context “pick list” is displayed, you can either choose one of the listed items or Add a new one.

Here are some ideas to keep going:

Reviewing

Using maxamind is a proactive process. You need to establish a routine of regular reviews for your projects. Use the app to view your open actions and notes, create a mind-map, or discuss them with the AI Assistant. Create next actions and mark stuff done.

Done

When you check-off an action, it gets marked Done and disappears from view. But it’s not gone. Completed actions are archived and can be searched or viewed by tapping the View Checked icon on the Projects, Contexts or Search panels.

Edit Action Page

An action marked high-priority and tagged for Mr. Big

Edit Action Page

Your Mr. Big list by priority the next time you meet

Edit Action Page

The home screen Alerts list shows color-coded Actions