This is the final post in a series on how students can use OmniFocus to reduce stress and improve results. Previous posts covered how to use OmniFocus to collect all your tasks in one central location, arrange those tasks, and pick the best task to do in the moment. This final post will talk about using OmniFocus to review your progress.
A Life Examined
In my previous post, I talked about using OmniFocus to look at just the next task that you need to move each project forward. Focusing on a particular context and viewing next actions is a great way to narrow your list down to just the most important items that you can work now. Today I’d like to talk about the tools OmniFocus provides for making sure that you’ve set up a useful next action for each of your projects.
For each of your projects, OmniFocus stores a next review date and a review frequency. OmniFocus for iPad and OmniFocus for Mac each provide a view where you can see just the projects that are due for review.
There are many different ways to use the review features of OmniFocus. I’ll talk here about an approach that works well for me, and that I think is great for students. You can also explore our forums to see what others are doing.
To review projects in OmniFocus for iPad, go to the Home sidebar and tap Reviews. OmniFocus will then show all your projects due for review in the sidebar. If this is the first time you’ve looked at the Review view, there might be a lot of them! Don’t worry about that. Let’s get comfortable first, then I’ll talk about some strategies for tackling reviews.
Tap on one of your projects in the Review sidebar. The main view will show just that project, similar to what you get when you focus on a project.
At the bottom of the main view are a few additional controls. The box toward the left of the main view shows when the project was last reviewed and the review frequency for the project. You can tap this box to change the review frequency.

A good guideline is to choose the initial review frequency for a project based on the amount of time you’re willing to go without taking action on it. For example, suppose you’re taking a challenging math class and are determined to stay on top of the assignments. You might set the review frequency on that project to every day. Or maybe you have a reading group that meets twice a week. It might make sense to review that project every three days. At the other extreme, you might have some partially developed ideas for projects that you want to be reminded of occasionally, but don’t care to make progress on right now, like Hike the Pacific Crest Trail. For a project like that you might set the review frequency to several weeks or months.
The next set of controls at the bottom of the view shows the project’s status. At first, most of your projects will probably be active. This means that tasks from the project appear when you show next or available actions. When reviewing a project, you might decide that it’s done. (Huzzah!) Tap the happy checkmark to mark the project as complete. Or perhaps you’ll decide that you’re no longer interested in your project to build the world’s tallest plastic cup pyramid. That’s OK, you can tap Dropped and remove the project and its tasks from your remaining actions. (It will still be listed under all actions, in case you decide you want it back.) Or maybe you’ll decide that you’re just too busy to work on some project right now. Tap On Hold; the project and its items will no longer appear when you show next or available actions. Unlike a dropped or completed project, the items in an on-hold project will be included in your remaining actions, and the project will show up for review based on its review frequency.
The final control in Review mode is the Mark Reviewed button in the lower-right corner. This button does what it says. So, when should you tap it?
For Your Consideration
Here are the questions that I ask myself before marking a project as reviewed:
Is this project done?
It seems kind of funny to include this question, but I’m serious about it. Sometimes I’ll catch myself with a project that has a next action, but on reflection, I’ve already accomplished what I set out to do. For example, suppose you have a project to “Form an Ultimate Frisbee team”. You’ve rounded up enough players, signed up with the Intramural Sports office, and you have your game schedule. The last task on your list is “Follow up with Adam again about being on the team”. Adam’s a big boy and can get back to you if he wants. Mark the project complete and move on!
Should this project be put on hold?
If you won’t work on it between now and the project’s next review date, then put it on hold. There’s no sense having its tasks cluttering up your view if you’ve already decided that there isn’t time for it.
What’s the next action?
Every project should have at least one task under it. To keep your project moving forward, make sure you have a clear next action.
Is this project still something that you care about?
Sometimes you might not care much about the particular project, but still care about the outcome. For example, we all take some classes that we don’t find particularly engaging, but if your goal is to earn a particular degree or get into a particularly advanced class, then you can use that as motivation for the current project. On the other hand, if the project isn’t something you care about anymore, and you’re OK with the consequences of that, then you might do well to make a conscious decision to drop the project.
When you decide to drop a project, consider whether there are any follow up actions you should take. Do you need to let anyone know that you’ve changed your mind, e.g., teammates, club members, instructors, your advisor? Are there course drop forms that need to be filled out? Project review time is when you have a chance to think of these things and add them to OmniFocus. You might even create a new project for dealing with the fallout from dropping the first one. For example, suppose you decide to resign the presidency of the chess club. You might drop your “Lead the Chess Club” project, while adding a project “Resign Chess Club Presidency”. That new project probably includes tasks like “Tell the VP that she’s in charge now” and “Turn in the club president binder”.
Is this project stuck?
Have you been unable to make progress on it? It’s easy to beat ourselves up when this happens, but try not to do that! Instead, notice when you’re stuck and consider this a message from yourself to adjust the project. Often that means coming up with a different next action. Make sure the first task in the project is something small and actionable. “Write first draft of term paper” might be too big or too vague to help you get started. Instead, try something like “Go to library and find two books related to term paper” or “Write very rough draft of first paragraph of term paper”. Coming up with a small but actionable tasks is a great way to get unstuck.
Does this project have the right review frequency?
Once you’ve thought about the other questions, consider whether you should review the project more or less often in the future. For example, you might want to start reviewing a project more often as you get closer to a deadline. Or maybe you have a project that you considered dropping, but decided to keep around. For a project like that you might consider increasing the time between reviews. I think of this as a “soft drop”; I’m not ready to give up on the project yet, but I’m leaning in that direction.
When to Review
Different people have different strategies for when to do project reviews. These days, I usually do a quick morning review over a cup of coffee. As a student, I was allergic to mornings and tended to do reviews in the evening.
Getting started doing regular reviews can be a bit daunting at first, especially if you already have a bunch of projects in OmniFocus. One good strategy is to do all of the project reviews that are scheduled for today, plus one or two of your past-due reviews. This will let you catch up without being overwhelmed. Another catch-up strategy some people try is to have a marathon review session. Don’t do that! Reviews should help you feel good about being on top of your projects. Trying to review too much at once is mind numbing. Personally, I can’t successfully review more than a handful of projects at once. Beyond six or seven I’m not really thinking about the projects anymore; I’m just checking them off.
Reviewing on the Mac
OmniFocus for Mac provides similar review features to the iPad edition, but they’re organized a bit differently. From the Perspectives menu, choose Review to view all of your projects sorted by next review date. To change the review frequency or project status, you can use the Project Inspector. Use the Show/Hide Inspectors toolbar button to reveal the inspectors.

Click on a project in the main window, and the inspector will switch to the Project Inspector with controls for changing the project status, review date, and review frequency. To mark the project as reviewed, go to the Edit menu and choose Mark Reviewed.
Advanced Features
At the Omni Group, we want OmniFocus to be approachable and provide useful basic features from day one. Beyond the basics, OmniFocus provides a powerful toolkit for graduate-level task management. I hope this series has helped you see how you might use OmniFocus as part of your efforts to achieve the results you want in school (and in life). We covered the basics and some intermediate level features like focusing on projects or contexts, adjusting the view settings, and reviewing your projects.
There’s still more to explore. To learn about more advanced features like hierarchical contexts, action groups, custom perspectives, on-hold contexts, and more, check out these resources:
OmniFocus is a great way to get a better handle on your projects and tasks. You can download the Mac app here for a free 14 day trial, read more about OmniFocus for Mac, or check out OmniFocus for iPad and iPhone. And be sure to contact our amazing support ninjas if you have any questions.
Editor’s note: Special promotional pricing is available for a limited time on OmniFocus for Mac and OmniFocus for iPad. Don’t forget about OmniFocus for iPhone, either. Students and teachers can also take advantage of every day special pricing on our Mac apps via our own Edu Store.
This is the third in a four-part series of posts on how students can use OmniFocus to reduce stress and improve results. Previous posts covered how to use OmniFocus to collect all your tasks in one central location, and arrange those tasks. Today we’ll look at how OmniFocus can help you pick the best task to do in the moment. The final post will talk about using OmniFocus to review your progress.
Focusing on What Matters Now
In my previous post, I talked about setting the project and context for a task to move it out of your OmniFocus Inbox. That post also briefly covered using Project, Context, and Forecast views in OmniFocus for iPad to find what to work on next. In this post I’ll describe how to use OmniFocus to view just the tasks you need to see right now. This ability to focus on just what you want to see, while temporarily hiding the rest of your tasks, is where OmniFocus gets its name.
Project, Context, and Forecast Views Revisited
As I mentioned last time, OmniFocus provides three main ways for viewing your work: Project, Context, and Forecast views.
Project view shows your tasks organized by project and single-action list. This view is great when you want to plan the next few steps of a project. It’s also your go-to view when you know that you want to work on a particular project and want to recall what the next step should be.
Context view shows your tasks organized by … context. In this view, OmniFocus will list every available task in each context, regardless of project. …
Forecast view shows your tasks organized by due date. In this view, OmniFocus shows the tasks that are past due, due today, due over each of the next few days.
In OmniFocus for iPad, tap in the sidebar to switch to the corresponding view. On the Mac, choose Projects, Contexts, or Due from the Perspectives menu. On the iPhone, tap Projects, Contexts, or Forecast from the OmniFocus home screen.
A Natural Order
Project, Context, and Forecast views are enough for many people to tackle their tasks with confidence in OmniFocus. When you’re ready to take your productivity to the next level, OmniFocus has some great features for narrowing your view to just the essential items that you can work on now.
To see how more advanced features of OmniFocus work, it helps to understand the difference between next, remaining, and available actions.
The basic idea is straightforward. A next action is the single next step that you can take to move a project forward. Remaining actions are all the actions on a project that you haven’t yet completed. Available actions are the remaining ones that aren’t blocked by something else.
Now you’re probably thinking, “Wait a minute! What do you mean ‘blocked by something else’?”
You can tell OmniFocus that a project is either sequential or parallel. When you tell OmniFocus that a project is sequential, you’re telling it that the actions in that project must happen in order. This means that the next action in that project is the only available action. For example, you might have a project to write a term paper that looks like this:
Tap to embiggen
This looks like a sequential project. You have to check out the books before you skim them. You want to skim them before you read and take notes. You want to have some ideas from your notes before you start drafting your paper. And so on. Checking out the books is the next action and is the only available one. It blocks all the other remaining actions.
In contrast, you can tell OmniFocus that a project is parallel if the order of the actions doesn’t matter. In that case, all the incomplete actions are both remaining and available. OmniFocus assumes that the first action you list is the “next” action—we’ll see shortly how that’s useful—but, because all actions are available, you could work on any one of them.
Here’s an example of a parallel project:
Tap to embiggen
Here all of the actions are available. Because you listed it first, OmniFocus considers “Order new running shoes” to be your next action. You can always reorder the tasks to tell OmniFocus that a different action should be the next one for the project.
In most ways, a single-action list is like a parallel project. The only difference is that every action in a single-action list is considered to be a next action.
Tap to embiggen
Just Show Me What I Can Do Now
Why the detour through next, remaining, and available actions? OmniFocus can filter your tasks to just show one of these groups at a time. Let’s look at how that might be useful.
Suppose you’re really swamped and want to look at the smallest useful set of your tasks. You can switch to Context view, choose just the Context for where you are right now, and narrow your view to just show next actions. For most people that will give you a list of just a few items to choose from. I know for me, that’s a great way to stop procrastinating and make some progress.
Let’s walk through how you would do that on the iPad:
- From the Home view of the sidebar, tap Contexts.
- In the main view, find the context that you want to focus on, like Studying.
- Press and hold on the context until the popover menu appears.
- Tap Focus.
- OmniFocus will zoom in to just show the tasks in your Studying context.
- Now you can filter that list to just show your next actions. To do that, tap the View icon in the upper-right corner. (At Omni, we jokingly refer to this as the eye of Sauron. We’re kind of geeky that way.)
- OmniFocus will display a popover that lets you choose between showing next, remaining, available, or all actions. Tap Next Action, and you’ll have a nicely narrowed list of tasks.
- Pick a task and get to work!
Why not leave the view set to show just next actions? There are a few cases where you’ll want to see a broader view. For example, suppose you have a context for things to talk about with your Mom. When you give her a call, you’ll probably want to see all the available actions for that context. That way you can take care of everything in one conversation. As another example, if you aren’t feeling particularly pressed for time, you might want to view available actions so you can pick the most interesting thing to do next, rather than just narrowly focusing on next actions.
When you use the View popover to tell OmniFocus to narrow the list of tasks, notice that the text below the context names changes to let you know what sort of tasks are shown. This also gives you an idea of what tasks are hidden.
OmniFocus doesn’t forget the hidden tasks. Remember that you can always tap the View icon and switch to showing remaining tasks to see the ones that were hidden. (You can even choose to show all tasks if you want to look at all the work you’ve already accomplished.)
The other editions of OmniFocus also have controls for narrowing the tasks and contexts that you see. OmniFocus for iPhone has a View icon in its toolbar that works the same as the one on the iPad. In OmniFocus for Mac you can control which context is displayed by selecting it in the sidebar. You can control the visible tasks using the View Bar, available by choosing Show View Bar from the View menu.
Focusing on a Project
Sometimes it’s useful to focus on just a single project. For example, suppose you’re working with some teammates to finish up a report and prepare for your presentation in the morning. You want to focus on just that project and hide all your other tasks. Here’s how to do that:
- For the Home view of the sidebar, tap on Projects.
- Find your Finish Team Report and Presentation project in the main view.
- Press and hold on the project until the popover menu appears.

- Tap Focus.
- OmniFocus will zoom in to just show your Finish Team Report and Presentation project.
- Tap the View icon in the upper-right corner and switch to Remaining actions.
Now you can see everything that the team needs to accomplish before that looming 10:00 a.m. deadline. As the team thinks of other tasks you need to finish, you can tap the ‘+’ button in the upper-right corner to add the tasks to the project.
Work without Worry
By using the View popover and focusing on just the context or project you need at the moment, you can make OmniFocus show you exactly what you need to get your work done without worrying that you’re missing something.
In the next post, I’ll wrap up the series with a brief discussion of using OmniFocus to review your projects and give some links to other resources that will help you move on to graduate level task management.
Editor’s note: Special promotional pricing is available for a limited time on OmniFocus for Mac and OmniFocus for iPad. Don’t forget about OmniFocus for iPhone, either. Students and teachers can also take advantage of every day special pricing on our Mac apps via our own Edu Store.
This is the second in a four-part series on how students can use OmniFocus to reduce stress and improve results. A previous post covered how to use OmniFocus to collect all your tasks in one central location. Today we’ll look at techniques for arranging those tasks so OmniFocus can help you pick the best task to tackle next. Future posts will talk about using OmniFocus to focus on the right task to do in the moment and review your progress.
Have it Both Ways with OmniFocus
In my previous post, I talked about using Quick Entry to toss all of your tasks into your OmniFocus inbox. What do you do with those tasks once you’ve collected them? OmniFocus gives you some great tools for organizing your work so you can tackle it without freaking out.
The two main tools for organizing your work in OmniFocus are contexts and projects. You can assign a task to both a context and a project. By doing that you have a lot of power to focus on just the right view of your work.
OmniFocus comes in three editions, for Mac, iPhone, and iPad. Contexts and projects are available in all three versions of OmniFocus. To keep things simple, I’ll talk about OmniFocus for iPad in this post.
Contexts
A context in OmniFocus is a way of recording what resources you need to complete a task. That’s intentionally a little vague, but some examples should help. For some tasks, you might need to be in a particular place. Such “Place” contexts might include Library, Dorm, or Grocery Store. For other tasks you might need to talk to a particular person or group. Sometimes we call these “Agenda” contexts. Examples here might include Mom, your Tech Comm Project Team, or your friend Jessica. Still other tasks might require a particular mindset. For example, you might choose to have separate contexts for Writing and Studying. It’s easy to spend lots of time deciding on a final set. My advice would be to pick a few and stick with them for a while before making changes. Here’s a good starter set for students:
- Decker Hall (Consider a context for important buildings or areas on campus.)
- Library
- Dorm (It’s useful to have a context for wherever you live at school.)
- Home
- Mom
- Jessica (Consider having a context for each of your most important relationships.)
- Brian (It’s probably worth having a context for your roommate, even if you don’t consider that an important relationship.)
- Writing
- Studying
- Fun (Ideas to waste time, be social, and maintain your sanity go here.)
To create a new context in OmniFocus for iPad, first go to the Contexts view by tapping Contexts in the sidebar. (If Contexts doesn’t appear in the sidebar, you can tap the Home button,
, to reveal it.)
From the Contexts view, tap the ‘+’ button in the upper-right corner and choose New Context. Enter a name for your new context and tap Done.
Projects
In addition to a context, you can also assign each task in OmniFocus to a project. A project in OmniFocus is a collection of related tasks that, taken together, help you accomplish some goal. For example, you might have a project named “Arrange financial aid for next year”. That project could have several actions like, “Stop by financial aid office to ask about what records they need,” “Call Mom about getting copy of tax forms”, and “Take forms to library to make copies”. You might have another project named “Finish term paper” with tasks like “Sketch rough outline of three different paper ideas” and “Talk to Dr. Horton about paper ideas”.
Don’t feel like you have to list every possible task that you’ll have to do to finish a project. The important thing is to group tasks into projects and to make sure that each one has a clear next action. You’ll have trouble moving forward on a project if you haven’t thought about what to do next. On the other hand, try to avoid planning out every single detail in advance. Circumstances might change before you get to step 24 of your 81 step plan! Then all your planning would have been wasted effort.
Creating a new project in OmniFocus for iPad is a lot like creating a new context. To create a new project, tap Projects in the sidebar. (Again, if Projects doesn’t appear in the sidebar, tap Home to reveal it.) From the Project view, tap the ‘+’ button in the upper-right corner and choose New Project. Enter a name for your new project and tap Done.
Sometimes you’ll have a task that doesn’t really belong to a multi-step project. For example, “Get quarters for laundry” or “See if Mom and Dad are coming to Parents Weekend” might not have additional steps. You can use a single-action list for these tasks. Unlike a project in OmniFocus, a single-action list doesn’t have a definite end point. It’s just a collection of miscellaneous tasks that you want to do.
To create a single-action list, begin by creating a new project as described above, but before tapping Done in the Project editor, tap on the Type field and choose Single Actions from the popover.
Moving out of the Inbox
So now that we’ve added some projects and contexts, how do we use them?
When you create a new task, by default OmniFocus will put the task in your Inbox. You move the task out of your Inbox by giving it a context and a project. To set these in OmniFocus for iPad, tap the Inbox button, then tap the task. The task editor will appear. You can set the context and project from the Info tab.
Tap on the Context field to set the context. You can choose one of your existing contexts from the popover that appears, either by choosing from the list or by first typing a few characters in the search field to reduce the number of possibilities.
Assigning the task to a project works similarly.
While you’re thinking about the task, this is also a good time to set start and due dates if they’re called for. You do that on the Dates tab. Set a start date on a task if you want to hide it until that date arrives. Suppose you know that you’ll have to re-write a paper after you get it back from your instructor. She’s promised to return your first draft on Monday. You could set a start date for Monday and not have to worry about the paper until then. You can also set a due date on a task.
It’s tempting to put due dates on everything. I recommend only putting due dates on tasks that really have a deadline. You have enough deadlines as a student. False urgency just creates stress!
Once you’ve set the context and project, and perhaps dates, tap the Done button. The editor will close and OmniFocus will automatically move the task out of your Inbox.
Where did it go?
After you’ve moved tasks out of your Inbox, OmniFocus for iPad provides three main ways for viewing your work: Project, Context, and Forecast views. Tap Projects or Contexts in the sidebar to switch to the corresponding view.
Project view shows your tasks organized by project and single-action list. This view is great when you want to plan the next few steps of a project. It’s also your go-to view when you know that you want to work on a particular project and want to recall what the next step should be.
Context view shows your tasks organized by, wait for it, context. In this view, OmniFocus will list every available task in each context, regardless of project. For example, suppose you’re getting ready to call your Mom. You can look in your “Mom” context and notice your task “See if Mom and Dad are coming to Parents Weekend” from your single-action list along with “Call Mom about getting copy of tax forms” from your financial aid project.
Forecast view shows your tasks organized by due date. In this view, OmniFocus shows the tasks that are past due, due today, due over each of the next few days. This is a great view when you’re trying to decide whether you can make that weekend road trip or need to buckle down and get some work done.
In the next post I’ll talk about using OmniFocus for choosing what task to work on next, including some more advanced features of projects and contexts.
Editor’s note: Special promotional pricing is available for a limited time on OmniFocus for Mac and OmniFocus for iPad. Don’t forget about OmniFocus for iPhone, either. Students and teachers can also take advantage of every day special pricing on our Mac apps via our own Edu Store.
OmniFocus is a powerful task management app. It’s available for Mac, iPhone, and iPad. This is the first in a four-part series on how students can use OmniFocus to reduce stress and improve results.
- Today we’ll cover how to use OmniFocus to collect all your tasks in one central location. OmniFocus provides Quick Entry tools that let you capture every item that you need to work on.
- Once captured, you can use OmniFocus to sort your work in ways that let you concentrate on just what matters now using the powerful, built-in organizing features. The second post in this series will talk about organizing your work into projects and contexts.
- You can quickly view your tasks using a variety of built-in views in OmniFocus. Or you can take advantage of more powerful view settings to see exactly what you need while hiding the rest. The third post in the series will show you how to become an OmniFocus power user and take more control over what you see.
- Finally, using Review mode in OmniFocus, you can make sure all of your projects keep moving forward. You’ll sleep better knowing that you aren’t leaving anything behind. The final post in the series will discuss strategies for reviewing your projects.
Don’t let anything slip through the cracks
As a student, one of the biggest challenges is keeping track of all the things you have to do. You might be a full-time student with four or five separate classes, extracurricular groups, social activities, and a part-time job. Or maybe you’re a practicing professional juggling work and family obligations while taking a night course or two to advance your career or broaden your horizons. Either way, your instructors aren’t likely to be consulting with each other, your boss, or your social calendar about the number of things already on your plate.
One of the keys to staying calm and productive amidst that onslaught is keeping a list of all the things that you have to do. With Quick Entry at the ready, OmniFocus is here to help!
OmniFocus comes in three editions, for Mac, iPhone, and iPad. All of them have great features for quickly jotting down new things that you have to do. I’ll describe some situations where each might be most useful. That doesn’t mean you need to buy all three versions. They’re a great trifecta, but any one of them will help you. (Editor’s note: Check out the end of this post for information on special promotional pricing.)
Suppose you’re sitting in class taking notes on your iPad. (By the way, we have a great app for that too.) Your instructor mentions that the role of anarchy in the English Civil War will be on your test. Just press your iPad’s home button, tap the OmniFocus icon, then the friendly, yellow Quick Entry button.
Write “Study anarchy in English CW for history exam” and tap save. There’s no need to fill in all the other details. You can update those later. For now, be confident that you’ve added the task to your list. When the time comes, you’ll totally ace the anarchy question.

Or maybe your Modern Music History prof thinks the end of the class period doesn’t apply to him. You’ve thrown everything in your backpack so you can dash off to your next class when he announces “one more thing”: a three page essay on the evolution of punk rock in the U.S. and U.K., due on Monday. This is a great time to use OmniFocus for iPhone: tap the OmniFocus icon, tap the Inbox button—you don’t even have to wait for the app to finish loading—enter “Write punk rock essay”, set the due date for Monday, and tap Save.

That night you’re at home listening to the Ramones on your Macbook Air while you do some background research for your essay. You get an email from your math instructor with the problem set for next week. OmniFocus for Mac’s clipping service is great for pulling tasks out of email messages. Select the problem numbers in the email, then from the menu bar choose Mail → Services → OmniFocus: Send to Inbox. Double-check the information in the Quick Entry window and click Save. (You can also set up a keyboard shortcut for Clipping in the OmniFocus Preferences for even quicker entry.)

You’re about to call it a night when your friend IMs about a concert next weekend. (It’s a Clash cover band. What a coincidence!) You decide to go and you volunteer to order the tickets… but not tonight. Just hit the quick entry hot-key on your Mac—by default, that’s Control-Option-Space—type “Buy concert tickets”, and click Save.
The quick entry power of OmniFocus can also be a lifesaver on those nights when you go to bed exhausted, the remnants of that second liter of Mountain Dew still coursing through your veins, but your brain refuses to rest. Instead of letting that rolling list of worries just keep you awake, grab your iPhone and add the tasks to OmniFocus. Perhaps in the morning you’ll decide to delete half of them as unimportant, but if you’re like me, you’ll find that just writing them down helps you let go and fall asleep.
Once your tasks are out of your head and into OmniFocus, you can stop worrying and focus your mental energy on the actual material you have to learn. All the tasks are safe in your OmniFocus Inbox wanting for you to tackle them. In the next post, I’ll talk about ways to use OmniFocus to organize your work into projects and contexts so you can focus on what to do next. We’ll also look at some simple techniques for regularly reviewing your progress to keep everything moving forward.
Editor’s note: Special promotional pricing is available for a limited time on OmniFocus for Mac and OmniFocus for iPad. Don’t forget about OmniFocus for iPhone, either. Students and teachers can also take advantage of every day special pricing on our Mac apps via our own Edu Store.
Before joining the engineering team at The Omni Group, I was an associate professor at Rose-Hulman Institute of Technology. As an academic, I relied on OmniFocus to stay on top of the wide variety of demands on my time and attention. I always found summer was a great time to regroup and gear up for the coming year, so I thought it might be a good time to share some of the OmniFocus techniques that worked for me.
You can get OmniFocus for your Mac, iPhone, or iPad. To keep the discussion simple, I’m going to concentrate on OmniFocus for Mac here.
I want to touch on four areas where OmniFocus was especially helpful to me as an academic: dealing with interruptions, preparing for meetings, tracking projects, and saying “No.”
Dealing with Interruptions
Many of my days as an academic seemed to be a rapid succession of context switches. Between classes, committees, and meetings with students, my train of thought sometimes spent more time switching tracks than moving forward. I found that having a detailed list of the tasks that I needed to finish, including due dates, helped me to quickly choose the next thing to do when I got back to my office or finished helping a student.
I made heavy use of the Quick Entry window for dropping new tasks into my system as they occurred to me. My department chair was a great one for delegating by email, so many tasks made their way into my system through the OmniFocus Clipping Service. I could select the portion of an email that needed additional action, hit my clipping shortcut keys, and add details to the new task in the Quick Entry window.
By default, the Quick Entry window doesn’t include due dates. I found that academic work was much more deadline driven than my work in industry—class sessions happen as scheduled and conference deadlines are firm. Because of this, I set up OmniFocus to display due dates everywhere. To display due dates in the Quick Entry window, you can click the gear icon and make sure Due Date is checked in the list. To display due dates in OmniFocus proper, you can go to the View menu, choose Columns, and make sure Due Date is checked.
Preparing for Meetings
As an academic, I spent much of my time meeting with students or colleagues. I used OmniFocus “Contexts” to make sure that time was well spent. To be prepared for ad hoc meetings, I used an Agenda context. Under that, I had contexts for my advisees and the colleagues with whom I most often met. If I thought of a paper to recommend or a gentle reminder that I needed to pass along to someone, I’d create a task in OmniFocus (Quick Entry again!) and set the context to the student or colleague in question. Then when I met with them, I could check their context in OmniFocus and be sure to cover everything in one meeting.
OmniFocus was also useful for preparing for regularly scheduled meetings. I kept a context for each committee on which I served. A day or two before these meetings, I could review the context for that committee and quickly compose an email with the agenda and reminders of the commitments other members had made.
Tracking Projects
The joys of an academic career come from pursuing interesting ideas and nurturing students. Around those there is a huge cloud of repetitive tasks that we have to complete, like preparing course materials, writing grants, designing exams, and arranging conference travel. Each of these has a familiar rhythm.
OmniFocus is great for managing small projects like these. I kept a folder named “Templates” containing sample projects. For example, here’s a project template that I used for making sure I took care of the necessary details at the end of each term:
- Wrapped-up CourseNumber
- Enter final grades
- Collect final ABET samples for accreditation
- Backup ANGEL course
- Post link from homepage to course snapshot
- Brainstorm list of changes to the course made or planned for next time
- Respond to course evaluations
- Post course evaluation response
At the end of a term, I could just open my Templates folder in OmniFocus, copy the project, switch to my Teaching folder, paste in the new project, and tweak its title to include the right course number.
To keep the “originals” of my sample projects from cluttering my to-do list, I set the Template folder status to “Dropped”. OmniFocus keeps dropped folders around, but hides them by default.
Here are a few other template projects that I used as an academic:
- Had Grader Grade Assignment
- Attended ConferenceName
- Reviewed thingToReview for venue
- Posted Committee Minutes for MeetingDate
- Administered Course Number Exam Exam Number
- Prepped week WeekNumber (I kept different template projects for different courses.)
- Initialized CourseNumber
- Wrapped-up CourseNumber
Copying from a Templates folder is great for basic projects. If you need more flexibility, such as setting relative dates for individual tasks in a project or substituting key phrases, I wrote a script that will handle that. You can download my Populate Template Placeholders script, instructions included, from my personal project page.
OmniFocus also has built-in support for basic repeating projects that recur at consistent intervals. I found that my work wasn’t regular enough to use these much, but they might work well for you.
Saying “No”
Working on a college campus is to be surrounded by interesting ideas and exciting opportunities. One of the biggest challenges is learning when to say, “No.” OmniFocus can be a powerful tool to help with that.
By having all my projects and tasks in one place, OmniFocus helped me recognize when my plate was too full for “just one more thing”. Showing a colleague, or a department head, the number of items that I had to finish in the next week was a great way to explain why I had to turn down a new opportunity. And when the opportunity was too good to pass up? The Review perspective in OmniFocus was great for looking over my current commitments and deciding what things I could reschedule or set aside.
Conclusion
As you recharge for the coming school year, take a look at OmniFocus. It’s a great way to get a better handle on your projects and tasks. You can download the Mac app here for a free 14 day trial, read more about OmniFocus for Mac, or check out OmniFocus for iPad and iPhone. And be sure to contact our amazing support ninjas if you have any questions.
Editor’s note: Special promotional pricing is available for a limited time on OmniFocus for Mac and OmniFocus for iPad. Don’t forget about OmniFocus for iPhone, either. Academics can also take advantage of every day special pricing on our Mac apps via our own Edu Store.
Welcome to another edition of our Use Case profiles, this time featuring Dinah Sanders, a writer and productivity coach from San Francisco. Dinah recently published her book Discardia: More Life, Less Stuff, which advocates for a new way of addressing over-accumulation. “Make room for more awesomeness” is the primary tenet of her guide to helping you toss out extraneous objects, bad habits, or emotional baggage in order to uncover the stuff that brings you more joy.
Some of our more diehard archivers, defer-ers, and On Hold enthusiasts might appreciate some of her advice in this area. OmniFocus folks that frequently find themselves full of dread at the prospect of delving into their ever-expanding list of projects, though, might consider moving her book to the top of their Amazon Wishlist.
Or heck, secede from the procrastination and grab an iBooks copy now, and consider another step in your “Self Improvement” project done!
Sure, it could be argued that adding another book to your library might be an ironic next action for those who wish to free themselves from feeling burdened by too much stuff, but what Discardia celebrates isn’t minimalism for mere minimalism’s sake, it’s about maximizing what adds value to your life by removing what isn’t helpful.
We recently spoke with Dinah about how she uses OmniFocus and she put it to us this way:
Overwhelm can be a big problem with any task management software, but it is
especially a risk when following the GTD approach of getting everything out
of your head and into a trusted system. I’m not saying that’s a bad
thing—even a somewhat chaotic version of that is going to be better than
keeping it all in your brain—but it does expose to us just how many
expectations on ourselves we actually carry around.
My belief is that it’s okay to have hundreds of things you’d like to do;
what will screw you up (and keep you from achieving many of them) is
consciously or unconsciously living as though you must do them all.
Limiting your canvas can boost your creativity and increase the chance of
completion. The two features which make OmniFocus an intensely valuable
tool in helping hold back a sense of overload are the review infrastructure
and the ability to distinguish between active and on hold projects. You can
dump everything in there, yet still keep most stuff out of your face on
your day-to-day action lists while trusting that it will remind you to
think about it again at appropriate, adjustable intervals.
And whether it’s today or the next time you sit down for a Review, taking the time to trim your database can have an equal effect to actually checking things off - clearing your plate is clearing your plate!
Remember that there’s a difference between finishing your fair share and biting off more than you can chew. As Dinah puts it in her book: “We all have pet projects, social commitments, goals for personal and professional growth, and hobbies to which we devote our time. We stroll past the buffet of life and load our plates. Unfortunately, we make a lot of trips back to that smorgasbord of options and, pretty soon, we are groaning under the load. Do you really like everything you picked up thinking it would be tasty? Can you really finish all that? Would doing so leave you feeling painfully over-stuffed?”
One way Dinah suggests kicking off un-cluttering a living space could easily be leveraged in OmniFocus as well: “Get yourself two boxes. Label the first box ‘Better Place’. Put in any items currently in your chosen space that belong somewhere else. Label the second box ‘Keep?’ and place into this box anything you’re not sure you want anymore.”
Go ahead, try it! Click the action button at the bottom of the OmniFocus for Mac sidebar, select “New Single Action List” twice, and label them accordingly. Now peruse your projects and drag anything into those two bins that isn’t making you feel empowered to accomplish more awesome actions. Then, redistribute the contents of ‘Better Place’ to more advantageous projects, and carefully consider what’s in ‘Keep?’ before placing them On Hold or putting the final nail in their respective coffins by marking them Dropped, and sending them to your Archive to rest in peace.
That’s one way to lighten up OmniFocus to support a more meaningful, less maniacal to do list. As an avid OmniFocus user—since the days it was Kinkless—Dinah definitely knows a thing or two about optimization. Discardia is (adequately) full of practical tips and encouraging guidance, concentrated into three core principles: Decide and Do, Quality over Quantity, and Perpetual Upgrade.
In the spirit of that last principle, consider adding the Discardia iCal calendar to help remind you when it’s a good time to ceremoniously cast off any excess baggage and enjoy more awesomeness.
Welcome to another installment of our Use Case Profile series, wherein we highlight OMNI APPS—IN ACTION with real working professionals.
We’re always delighted to receive email from customers who’ve experienced unbridled productivity with their favorite Omni app. Every now and then a story like this comes along and we get all giddy about sharing it. Having undoubtedly maxed-out our “this is why we do what we do” affirmations with our loved ones, we figure our blog might be a better outlet for inspiring others to unlock the potential of the Omni productivity suite.
Today’s contribution comes from Libby Donovan, a freelance designer from Los Angeles, whose enthusiasm about OmniGraffle prompted her to develop a ‘Wireframing with OmniGraffle’ class for Seattle’s School of Visual Concepts.

She writes,
I spent ten years working for Microsoft in Redmond, mainly on a PC using Visio for Information Architecture and other work that OmniGraffle would have been perfect for. In 2010, I moved back home to Los Angeles and began looking for work for both myself and my start-up design agency, Mercyluxe Design Group, and found that 90% of the open job descriptions out there required OmniGraffle skills, as it was looked at as what would soon become the industry standard within the IA community. When I began working at MySpace as an independent contractor, I was told that while I could use any program I wished to use, their preference was OmniGraffle as they had already amassed a large set of stencils that were shared amongst the IA and Design teams who were working on the redesign together. The fact that OmniGraffle had taken such a hold on the design and IA communities in LA told me that this was a program that at the very least I needed to seriously investigate.
Larry Asher, who runs The School of Visual Concepts in Seattle is an acquaintance of mine, and we were talking about OmniGraffle and I was (loudly!) singing its praises - specifically discussing how my move from Seattle to LA necessitated me to learn the program. “You just can’t get work down here with out knowing OmniGraffle, Larry, it’s the future, it’s coming!” is pretty much what I told him. Since I moved to LA I’ve been, what I call “OmniGrafflin’ my tail off” for folks like MySpace, Disney and Will >Smith (yup, THAT Will Smith!) :)
Woah! I can only imagine the focus it must have taken to produce AI and UI mockups for Mr. MIB himself. Personally, I couldn’t resist the temptation to create a Fresh Prince of Bel Air theme song flow chart, but clearly Libby can get jiggy with discipline.
While working with each client, I have found that OmniGraffle allows me the freedom to build upon each of my design principles and concepts in an almost organic way, bridging the gap between the idea and expression of that idea other programs just don?t >allow.
For example, my desire to find a perfect balance between Swiss design principles and maximum color effectiveness would have faltered under the rigid guidelines of Visio and its inability to work alongside today?s top design programs. During the Will Smith project, however, OmniGraffle showed its chops by allowing for effortless compatibility with Adobe?s Creative Suite, allowing me to fuse Visual Design, Interaction Design and Information Architecture. The finished comps were, looking back, about 80% OmniGraffle, 20% Illustrator and Photoshop. I?ve found [OmniGraffle] allows for such quick mock-ups and edits that you can prototype rapidly – really at the speed of the design conversation.
She goes on to explain which OmniGraffle features are most helpful in her workflow:
I love the ability to draw from my giant collection of stencils, templates and icons, with the ability to add more from the community with ease. The OmniGraffle UI and feature sets also allows for very rapid prototyping, something that other programs just don’t allow for.
One of the first things I do when I start a new project (after putting on my official OmniGraffle kick off song, “Intergalactic” by Beastie Boys – true!) is a quick inventory of my stencil collection to see if I have everything I need to get started. Most of the time I don’t – I’m in need of a particular UI element like a slider, and it has to be a certain kind of slider, a UI element from a particular brand of mobile device, or even just the
right radio button, I’m off to Graffletopia to comb through their huge stencil collection to see if they have what I need. Most of the time they do, thanks to the awesome community mentioned above. When they don’t, that’s when I head back to Photoshop or Illustrator to create something original that matches the style I’m using and easily import it into OmniGraffle when I’m ready. Doing it old school.
And which Stencil is her favorite?
I am very fond of the Konigi set, it’s my absolute favorite and I use it pretty much daily. I love how clean it is and how it lends itself so neatly to almost any project that can be imagined. There’s also a unicorn stencil included. What else do you need?
Well, maybe the ability to use those stencils to create wireframes while you’re out ‘n’ about, right?
First, that OmniGraffle for the iPad EXISTS is a big win, making the program extremely versatile and the very nature of agile. The iPad app feels very much like a natural extension of the Mac version. I like how I can use my stencils from the Mac on the iPad making adjustments to a project or coming up with quick interactions studies for example while on the go that much easier. In addition, the freehand option is also very nice for those high-tech “cocktail napkin” times.
Since they both work together so well, it’s not possible to pick one over the other, especially as I use them both for very different purposes – the desktop version for my main Grafflin’ and the iPad for quick mock ups, changes on the fly and presentation with room for experimentation and augmentation right then and there.
There you have it, folks - another shining example of OMNI APPS—IN ACTION, and a refreshing testament to our raison d’être.
Thank you, Libby, for sharing your story and samples with us - inspiring stuff, indeed!
If you have a use case that you’d like to share with us, please drop a line in the comments or via email, we’d love to hear it!
You guys, I hope you're not getting sick of our customer stories, but even if you ARE, you should stick around for this one. Because it's awesome. And involves monsters.
Today we're going to be taking a look at how a comic artist uses OmniGraffle as his primary drawing tool, thanks to some fantastic info sent in by Simone Poggi. Simone is a developer/designer/illustrator who draws comics in his spare time—he's currently publishing his fantasy comic Another One Quest to Dust on the App Store, and he's working on an Android survival fantasy game as well.
He writes,
I use Graffle to draw, it's like paper and pencil for me. Over the years Graffle has become my primary drawing tool, extending the way I create stuff to a whole new level. Today my skill with Graffle neatly surpass my freehand drawing abilities.
I have to say, out of the many ways I've seen OmniGraffle being used, I think this might be one of the most fun. It's never even occurred to me that you could create an entire comic with OmniGraffle, but of course you can! It just goes to show that my rejected marketing tagline, "OmniGraffle: Not Just For Diagramming Although It Is Very Good At Diagramming All We're Saying is That You Can, Like, Totally Use it for Other Stuff Too", was right all along.
Simone tells us which features are most helpful for him:
I really love the way Graffle manages the Bezier shapes and colors because it's really, really simple and intuitive, but at the same time it's powerful. You can easily create any shape, apply a color or a texture to it, set the desired transparency, and change a thousand options (gradients, shadows, rotation, scale, etc) to perfectly fit your needs. You can finely set your working area by giving your desired resolution in various unit measures.The level/layer/working area options are really useful as well to manage images, background and graphical effects in a separate way, without interfering with other parts of the image. Furthermore the export function works great and you can export in a wide array of filetypes, deciding (if allowed by the format) to set a transparent background or not.
You're thinking, that's great and all, but how does one go about drawing shiny stuff that rocks in OmniGraffle? Well, it is mighty convenient that you phrased your thoughts in that specific way, because Simone put together a tutorial to show you exactly how to do this. Let's take a look (Simone's instructions are in bold):

Start with a blank document, then:

Click on the Pen Tool (what Simone is describing as "new bezier shape") and place the points in the drawing area as shown in the above picture. Hold "command" key and drag one point away to generate a bezier curve from the selected point. If you need an asymmetric spline, just hold "alt" key while dragging the vector, this would modify only one vector of them instead of both.

We have a fine head shape: add the eyes from the stencils (drag out circles from the Shape stencil), resize and place them at the proper position
Now we have to tweak the line's details to improve the epicness factor of our masterpiece. We will enhance the thickness of the head's shape by selecting it, and setting to 4 pixels.
(Hee. Improving the epicness factor.)
Let's give some color to our creation. First, the background: change the color through the inspector button in the "fill" tab. Repeat and do the same for the eyes and the head as shown below:

Our work is almost ready! Now let's add some shinies with a glass effect!
Copy / paste the head shape, then add a new circle:
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Select both the new head and the newly created circle, go to "edit" > "shapes" > "intersect shapes" menu. We now have a new object, shaped as the intersection from the head's shape and the new circle's shape.
Edit the newly obtained shape as follows:

... and place it over the original head:

Our monster now is quite nice, but it looks like he's floating in air, let's fix this!
Through the stencil panel insert a new circle, then change his properties as follows:
- shape the circle as an oval
- fill with solid color: black 30% transparency
- no border, no shadow
Now we have to put this shadow under the monster: select the shape, then click on the "send to background" button:

Finished! Our masterpiece is done for now! You may save and exit or export your creation in various formats, to share it with your friends and with your enemies, too.
Hello, AWESOME. I know what I'll be doing for the rest of my afternoon. Monsters ahoy!
I asked Simone if there was anything he could change about OmniGraffle, and he conceded there are a few things that bug him:
Each time I double-click somewhere (as I often do when I try to insert additional points to a previuosly created shape) Graffle adds a text label. I hate that feature and I wanna kill it personally from a menu option in the preferences.
Yes, this can be annoying—I've encountered it too. Be sure that when you're double-clicking to add a point, you're doing so on the edge of the shape itself so you won't get that pesky label.
There is no way to draw an "open" Bezier shape. Every time you create a new shape, you can only choose between applying a border to it or nor. It would be great if I can choose to create a "broken shape" in a fast way. Actually i have to draw the shape and then redraw a Bezier Line over it.
Gotcha. Our intrepid OmniGraffle product manager, Joel, tells me this is a filed feature request, so hopefully you'll see it addressed in an upcoming release. Also, just so you know, this feature is currently implemented in OmniGraffle for iPad.
I'd really like to use gradient colors for the lines as it is now for the shape's area.
A workaround idea: create a slightly smaller shape, and place it on top of the larger shape so you can see the outline. Voila, hacked gradient outline!
Graffle still does not make coffee! Please stop disappointing me and implement this feature.
Simone, I could not agree with you more. I am emailing our engineers RIGHT NOW to find out the reasoning behind this critical design flaw.
A huge thank you to Simone for providing all this great information. You can find Simone on his website, and check out his Another One Quest to Dust comic online or on the App Store. If you'd like a copy of the OmniGraffle file he used to create this tutorial, you can download it here.
Welcome to another post in our ongoing series of real-life customer stories, which are kind of like case studies only hopefully a little less prone to making the claim that our "innovative solutions" are improving anyone's "bottom line". Let it be known that we here at Omni feel it's inappropriate to monkey with your bottom line.
Today we're talking about OmniFocus, and how Mr. Tim Metz, managing director of Yourzine China, makes good use of it. Tim writes,
My brain relies on OmniFocus so much these days I could be considered a "junkie" if it were a drug. I often consider sending my short term memory on a permanent holiday to the Bahamas as OmniFocus does all the work for me: managing my email, keeping track of delegated tasks and remembering those valuable ideas that seem to pop up at the strangest of moments for future use.
(I love everything about this, and yet I think there's room for improvement. Could OmniFocus and my short term memory get together on the emails and whatnot while the rest of me takes that Bahamas vacation? I'm going to file a feature request.)
Tim's a GTD fan, and uses OmniFocus to support those methodologies:
To me OmniFocus is really the next logical step in the evolution of personal organization: (1) using a classic paper to do list - (2) your inbox is your to do list - (3) the Getting Things Done method - (4) OmniFocus. David Allen so strikingly describes what happens when you use your inbox as your todo list: you lose the overview and you find yourself repeatedly skipping certain hard to-do items over and over again. Moving from that behavior to the GTD system is then a revelation. However, as things get more and more busy, I found the same happens with the GTD system: it's hard to keep track of all your next actions, emails and projects, even when you have them nicely organized in folders, your calendar and a word document. As soon as you lose trust in your system, you will start worrying about forgetting things and can't focus on the task at hand with a clear mind, which is the goal after all. This is where OmniFocus comes in.
What I love most about OmniFocus is that it allows me to capture everything I need to do in one place. No more mail folders with "next actions" or word documents where you might forget to look, everything goes to OmniFocus. The best example of this is email. Running a 30-people internet marketing agency in China, I have a daily steady stream of email to be dealt with that is challenging to say the least. Of course I stick to the rule of trying to handle things that can be done in under 2 minutes immediately, but sometimes you just don't want to deal with something at that moment but also make sure you don't forget about it. With OmniFocus I press one button, add a due date and hit enter and the email is filed for later review, without ever having to leave my mail program.

Upon switching to OmniFocus at a later stage, I sort all my tasks in a custom made "due" view and I'm sure I won't miss the email that has to be dealt with, but I do it at my convenience and without having to worry about forgetting it.

Another great feature is the way "contexts" can be used. Contexts are the extended versions of "locations" as described by David Allen. So you assign a "home" context to tasks that can only be done at home, an "office" context to things that can only be done at the office and I use an "iPhone" context for websites that I want to check out and can easily read on my iPhone.
My favorite context though is the "waiting" context. In this special context, I park all the important tasks that I have delegated to other people. Not every little wishy washy thing of course, because my colleagues are very capable of managing their own work, but assignments that are critical and can't be forgotten about no matter what. By safely storing them in this context and adding a recurring task for myself to check the "waiting" context every other day, I help myself to be a thoughtful manager for my colleagues and inquire at the right moment about the progress of certain tasks and if there's anything I can do to help.

Talking about people and contexts: another great way of using contexts is by adding people you interact with a lot as a context. For me this greatly helps to reduce the mailflow between my colleagues and me. Often mails go back and forth several times on a topic while it could be dealt with in a minute if you were to discuss it face-to-face with each other. On the other hand you also don't want to stand next to someone's desk every hour. Here the "people" context is great: when my colleague Bruce sends me an email that I want to further discuss with him, I file it to the context "Bruce" and leave it at that for the moment. Then whenever I have a meeting with Bruce, I'll check his context on my iPhone while entering the meeting and discuss with him in person the issues that are listed there. Much better than a chain of emails that can span a whole day.

This brings me to the iPhone OmniFocus app. Since it syncs with OmniFocus on my computer over the WiFi of our office, I use OmniFocus to take notes during meetings. My experience is that most meetings lead to actions / tasks, and previously my assistant or me would write them down on a piece of paper. However, after having several meetings in a day, I would have multiple papers with multiple actions that still had to go into my GTD system or OmniFocus. It often ended up not happening if I had a lot of notes.
Now I have my iPhone during the meeting and record tasks directly into OmniFocus during the meeting. Not only will it be synced immediately with my computer, I don't have to process the written notes anymore and I can even add a "context", "project" and if necessary "due date" on the spot, right there in the meeting.

Last but not least is reviewing, one of the most crucial parts of the GTD method. If you don't review regularly and update what has been done, which next actions still need to be answered, etc. the whole GTD system will fall apart. Now OmniFocus already has a nice review option by itself, but the iPhone app really brings the reviewing process to another level for me. Because reviewing and organizing your tasks in itself doesn't add to whatever you need to get done, it's a bit of a waste of your valuable office time that could be used for other things. This is where the iPhone comes in: it allows you to do the organizing of your tasks on idle moments when you could otherwise not do much else: in a taxi, on the subway, in a queue. Back in the office it will sync with your computer over WiFi and you're all set again!


These are just some of the ways OmniFocus can be deployed in daily busy work life. But besides some of the applications described above, I can highly recommend it as a gift. It's great to help other busy people you know straight from the "inbox-to-do-list" stage straight to the OmniFocus stage of organizing your tasks. They will instantly get it and they will be thankful forever :)
There was so much great stuff in Tim's email I pretty much included everything as is, and I hope you find it as interesting as I did! You can find Tim at his online marketing company, Yourzine, at his electronic music production company, Dancetrippin, or on LinkedIn. Thank you, Tim, for sharing your story with us.
Today's customer story comes from Aaron, who works as a problem solver for a large company that develops software for the healthcare industry.
(Side note: I have to admit I'm a little intimidated by someone whose actual job title involves solving problems. You know, speaking as someone who has on more than one occasion found herself shoving as hard as possible against a door clearly marked "PULL", just like that old Far Side cartoon.)
Aaron writes,
I really love using diagrams as a way to help me think and keep my ideas organized. When I was in college taking computer science classes, I used OmniGraffle to take notes. You can't get through a computer science class without drawing a ton of diagrams, and with my lousy handwriting (and affinity for keeping everything neatly on my Mac for later use) I decided to give OmniGraffle a shot. At first, it was very difficult to keep up with the professor writing diagrams on the whiteboard, but I quickly learned to use OmniGraffle's nifty keyboard shortcuts. I also made stencils for the most common building blocks of the data structures I was making diagrams of. That, plus liberal use of copying and pasting, allowed me to efficiently take notes, and sometimes do it even more quickly than my classmates—it's common for something to get drawn on the board that's important, but then the professor erases a few parts and replaces those with new parts to make a whole new diagram. On paper, this means quickly trying to draw your diagram again. In OmniGraffle, it's a quick copy and paste.
Here are a few screenshots of Aaron's old Graffle-created class notes:



He acknowledges these aren't necessarily the fanciest diagrams ever, and reminds us that when you're taking notes in class, you usually don't spend a ton of time making them super pretty. Totally understood! They look a heck of a lot nicer than MY class notes, which are typically covered in my pen doodle artistic specialty: the Tornado.
Just to show you what that last diagram could look like with a little fancifying, our User Experience Lead, Bill, took a few minutes to whip up a new version:

Coooooooooool.
Aaron adds that Graffle is also a fantastic general purpose layout program for designing GUI mockups, and shares one more example of his with us:

The thing I love about Graffle is that you can do almost anything with it. Yes, it is marketed as a diagramming program, but it's also fantastic for doing desktop publishing layouts. It's also a very respectable vector graphics drawing program, giving people the ability to quickly create things that might otherwise take a lot more effort in Illustrator. It's beautiful to see how open ended it is.
Now, most of the time company use case articles don't include anything other than glowing praise for the app in question, but we know that in real life software isn't 100% perfect 100% of the time. I asked Aaron if there was anything he would add to OmniGraffle if he could, and here's what he suggested:
Although I used Graffle to take notes, it's not a note-taking program, and there are some features that I'd love to see OmniGraffle have that would make it more conducive to Graffle-wielding notetakers like myself. First, I'd like to have the ability to record classes and meetings with OmniGraffle and have the sound sync up with the edits I'm making to the document. This would effectively eliminate my need to copy and paste diagrams just to show a progression of edits, and it would have made studying a heck of a lot easier. You'd just have to hit play, and you're off! Another thing that would be really cool to see in Graffle would be interactive collaboration on documents in real time (think Google Wave). Perhaps it's a little out there, but the tools Graffle gives me to make awesome stuff are fantastic, and it makes me want to use them everywhere!
Cool suggestions, Aaron, and they've been entered in the Official Omni Bug Tracking System Which Also Tracks Feature Requests.
Aaron tells us that now that his student days are behind him, he still keeps OmniGraffle in his arsenal of tools.
The software I work with often has extensive relationships between different records that are used to configure the software, and if I'm troubleshooting an issue, I fire up OmniGraffle and diagram it out so I can keep my wits about me.
Our software helps an official problem solver keep his wits about him, how awesome is that?
Aaron can be found on Twitter at @harpaa01. Thanks for sharing your story with us, Aaron!