Join David Sparks for an in-depth discussion in this video Understanding the OmniFocus workflow, part of OmniFocus for iOS Essential Training.
- Before getting into the nuts and bolts of OmniFocus, I want to talk about the overall application 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. The first step is Capture. You need to keep all those tasks in OmniFocus and get them out of your brain. This will lead to less stress, and help you avoid forgetting about some important tasks. So how do you get new tasks in the system? I'm going to show you.
OmniFocus offers many solutions to make capture quick and easy. Next, we're going to look at Process. Once you've captured your tasks, you need to make more 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 most. After that we'll look at 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'll learn the best ways to get your tasks done. And the final step is Review. Review is OmniFocus secret weapon. One of the most powerful tools you can bring to a 21st century task management system is a disciplined review process. Review 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 as well. Some of this may sound familiar to you. OmniFocus was built with many of the Getting Things Done principles in mind. To learn more about this, watch David Allen's Getting Things Done course to dig into this deeper. If you're really interested, I'd also recommend reading David Allen's book. GTD, however, is not necessary for this course. The OmniFocus tools are useful whether or not you know anything about Getting Things Done.
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, the check circle, perspectives, and the Forecast view. Finally, you'll learn how to efficiently review tasks and projects and how to manage OmniFocus tasks on an Apple Watch.
- Installing OmniFocus for iOS
- Setting up Omni Sync
- Working with OmniFocus iOS extensions
- Capturing tasks manually and with Siri
- Setting up projects in OmniFocus
- Creating due dates
- Flagging tasks
- Processing your inbox
- Building custom perspectives
- Acting on tasks
- Reviewing tasks
- Customizing other application settings