Build Your Omnifocus Workflow (9780463305416) by Orchard, Rosemary -- Read -- Imperial Library of Trantor

Index

Cover Title Page First Steps

About this book Setting up OmniFocus OmniFocus Interface OmniFocus Foundations Capture Process & Categorise Review Do Onwards and Upwards

Fundamentals

OmniFocus Fundamentals How OmniFocus is organised The temporal landscape Controlling what you see Editing Items Inbox perspective

Inbox clean up Capturing Processing the Inbox

Projects perspective

Actions

Creating an action Well-written actions Completing an action Clean up Action colouring

Projects

Sequential projects Parallel projects Single Action Lists Action groups Auto-completion Unexpected actions Cancelled projects

Folders

What are folders for?

Tags perspective

Tags Using tags Structuring tags Location-aware tags Tag inheritance

Dates

Defer dates Due dates Repeating Due or deferred parents Natural language date entry Estimated Duration

Forecast perspective

Using the Forecast tag

Staying current

Today widget Badges Notifications

Flagged perspective

Uses for flags Flag inheritance

Review perspective

Reviewing

Searching

Search Here Search Remaining Search Everything

Completed perspective Changed perspective Layout options Companion Platforms

OmniFocus for Apple Watch OmniFocus for the Web

Advancing

Where to go next Focus Custom perspectives

How custom perspectives work Filter Rules Building complex filter rules Presentation options

Group by options Sort by options

Customising icons and colours Layout Creating new items in custom perspectives

Creative uses for tags

Tags for procrastinating Tags for estimated duration Tags for meta notation ‘Waiting on’ tags Not right now tag

Reviewing

What to review Workflow / System review Separating review Being honest with yourself

Notes and attachments

Notes Attachments

Managing your data

Archiving Backing up OmniFocus database encryption Alternative Sync Methods

WebDAV Rolling your own Sync No Sync

Final Horizons

A well-honed workflow

Use complete action names Know when a project is finished Reducing due date stress and guilt Using dates to your advantage Trust the system Be honest with yourself Drop stupid stuff Know what doesn't belong in OmniFocus

Project support and reference material Long term plans & goals Calendar events

Use folders Reference material Mind dump triggers Track what you’ve completed Build effective projects

Pitfalls

Feeling Overwhelmed OmniFocus is not sentient Too many actions Unclear actions Overloaded actions

Advanced capture

Siri Integration with OmniFocus Reminders Capture Mail Drop Quick Entry Clippings / Send to Inbox Share Sheet 3D Touch Launch Center Pro MindNode OmniOutliner …and more

Automating OmniFocus

Repeating Actions Project Templates TaskPaper

Drafts Editorial

URL Schemes IFTTT Shortcuts AppleScript Automation Examples

Adding to OmniFocus Getting Data Out of OmniFocus

Our Workflows

Author Workflows Ryan’s Workflow

Daily Routine Projects Tags Flags Perspectives

Rose’s Workflow

Capture Processing Review Focus Action Groups Automation Perspectives Routines

Appendices

Custom perspective filter rules

Status rules

Status: Due Soon Status: Flagged

Availability rules

Availability: First Available Availability: Available Availability: Remaining Availability: Completed

Date and Time rules

Has a due date Has a defer date Has an estimated duration Estimated duration less than: …

Tag rules

Untagged Has a tag which is active or on hold Has a tag which is on hold Has a tag which is dropped Has an active tag which has available actions Has an active tag which has no available actions Tagged with any of Tagged with all of

Project rules

Is not a project or group In the Inbox Has a project which is active Has a project which is active or on hold Has a project which has been completed Has a project which has been dropped Has an active project which has no remaining actions Has an active project which has a future defer date Contained within project or folder

General rules

Matches search terms

Standard and Pro editions

OmniFocus Standard OmniFocus Pro Choosing between Standard or Pro editions

Take advantage of your trial Start simply You can upgrade any time

Platform Variations

macOS and iOS differences

Mind dump triggers

Glossary

action actionable active (action, project, tag) Area of Responsibility available (action, project) big rocks blocked (action) completed (action, project) custom perspective default perspective deferred (action, project) dropped (project, folder) due soon Eisenhower Matrix first available flagged GTD Getting Things Done inactive IFTTT inspector mind dump on hold (tag, project) outline view perspective remaining (action, project) sequential (project, action group) someday/maybe stalled (project) unavailable Zapier

Acknowledgments Colophon About the Authors Copyright & Legal

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