Join David Sparks for an in-depth discussion in this video Understanding the OmniFocus workflow, part of OmniFocus for Mac Essential Training.
- Before getting into the nuts and bolts of OmniFocus, I want to talk about the overall application of workflow. You need to bring a certain degree of discipline to any successful task management system. With OmniFocus, I'm going to show you how to capture, manage, act upon, and review your tasks and projects. "Capture" is the first step. Keeping all your tasks in your brain will give you stress and lead you to forgetting about important tasks, that's why you have something like OmniFocus to hold those for you. So how do you get those tasks into the system? OmniFocus offers many solutions to make capture quick and easy, I'm going to show you them in other videos in this course.
"Process" is the next step. Once you've captured your tasks, you need to make sense of them. Again, OmniFocus delivers the goods. OmniFocus lets you organize tasks and projects using different criteria so each project gets organized in the way that makes the most sense. OmniFocus also simplifies the display of data to make it possible for you to work on what you need most, when you need it the most. Next, OmniFocus is all about action. The point of all of this is for you to easily get your tasks done. Once you master capture and process, you'll be able to take all of the frustration and angst out of getting your tasks done.
This frees you to buckle down and start cranking widgets. During this section, you learn the best ways to get your tasks done. Finally, there's review. Review is the OmniFocus secret weapon. One of the most powerful tools you can bring to a 21st-century task management system is a discipline review process. Review in OmniFocus lets you see what is and is not getting done, and lets you re-evaluate priorities. OmniFocus has some powerful review tools, and I'm going to show you how to use them.
Some of this may sound familiar to you if you've ever used the "Getting Things Done" workflow. OmniFocus was built with many of the "Getting Things Done" principles in mind. Watch David Allen's "Getting Things Done" Lynda course to dig into this deeper. If you're really interested, I'd also recommend reading David Allen's book. "GTD" is not necessary for this course though. The OmniFocus tools are useful whether or not you're following the "Getting Things Done" principles. Once you're familiar with the workflow of capture, process, action, and review, you're on your way and complicated task management gets much easier.
The course then explains how to best process tasks: setting up projects, establishing contexts and repeating tasks, and using such important features as date deferral, flags, perspectives, and the Forecast view. The course wraps up with a look at acting on and reviewing tasks and projects.
- List three tools used to add tasks to OmniFocus.
- Recall the purpose of setting contexts to tasks.
- Recognize the keyboard shortcut used to create a project from an item in the inbox.
- Explain how to change the default time for due dates.
- Determine which type of task to choose for repeating tasks.
- Identify three options you can set while creating a new perspective.