![]() ![]() But, with a trick, they are easy to create. Its date-time to automatically fill in the project name and dueįirst of all, templates are not a widely advertised feature of It uses the title of the calendar entry and This way, I can create a similar OmniFocus project for a new calendarĮntry with a single click. To simplify this process and make sure that I will not forget anyĬritical steps in the preparation, I created an OmniFocus template forįurthermore, for convenience, I used the app Shortcuts (iOS) toĬreate a new project from the template for the latest calendar entry. Repeating projects would not work that well. Yet, each meeting is usually on an irregular time-schedule, so Review my OmniFocus projects related to research. Project for the next one, and maybe do some literature research or Progress and thus often want to prepare some materials in advance, likeįigures, handouts, or some result graphs.Īfter each meeting, I’ll also want to take some after-notes, create a OmniFocus projects, and how to connect it to calendar events for moreĬonveniently creating new projects based on new calendar entries in oneĪt university, I have irregular meetings where I discuss my research In this article I’ll go over the process to create templates for new This way, you won’tįorget some small task which might be forgettable yet essential. Meeting, why not have a preset or a mock-project from which you canĬopy-paste an instance every time you need it. Might often be helpful to create templates for frequently occurringįor example, if you need to prepare some materials for every group When preparing regular events or projects in your task management, it Today I want to showcase one of my most favorite automation workflows It’s also good to keep them front of mind as I go about my day.Automation OmniFocus GTD Calendar Workflow Having today’s remaining due tasks included here is a fallback measure just in case tasks don’t become available before their due date. (I’m using my Tag Tasks Due Today plug-in combined with Keyboard Maestro to tag these each day.) Tasks that are due today are shown under any circumstances, so they’re not subject to the limitations I outlined above. This perspective shows available tasks that are Due Soon (I have this set to 3 days) or remaining items that are due today. ![]() Let’s go through the perspectives one at a time. Usually, I want to see all of the remaining checklist items.) This is one I use with my ‘Note to Subtasks’ Plug-In to denote checklists. (You might also note that some perspective rules include a little extra complication around a ‘✓’ tag. ![]() Exclude tasks that are scheduled for the future (using my ‘Scheduling’ Plug-In.).Exclude tasks from preceding perspectives.Unless otherwise noted, all of the below perspectives: Throughout the day, I try to work through these perspectives in order.Īt the end of the day, if the first three perspectives are clear, I’m pretty happy. You can see from the screenshots above that each perspective is assigned a number as its icon. I have the same perspectives set up on my iPhone as widgets: A typical view of my OmniFocus dashboard on my iPhone Almost always, when I’m looking at OmniFocus with a ‘doing’ rather than a ‘planning’ mindset, this is what I’m seeing: A typical view of my OmniFocus dashboard on macOS These are central to my OmniFocus workflow. So, over the coming week, I’d like to concentrate on the more foundational, structural side of things, like projects, tags, and perspectives. That session will focus mainly on the magic of Omni Automation (✨!). In the lead-up to my Learn OmniFocus workflow session, I wanted to share some of the nitty-gritty details of how I manage my tasks with OmniFocus. ![]()
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