The Blog

Staying active with OmniFocus

by Linda Sharps on April 23, 2009

I'm going to be straight with you: I'm not good at using OmniFocus. I know HOW to use it, and I'm not just blowing smoke up your heinie when I tell you I think it's a great app, but I haven't been able to . . . well, commit to it.

I've never really managed to embrace the process of recording and organizing my to-dos, and I think this mostly has to do with the fact that I tend to view that activity as just another to-do. I feel like I need a task reminder to write down my task reminders, you know what I mean? Like I need to make a note to myself not to forget to make a note of all the stuff I need to not forget ahhhhhhh I am trapped in an infinite loop of checkboxes SEND HELP ALSO COOKIES.

Ironically, when I do get into little bursts of self-improvement with regards to productivity I find it immensely helpful to have sorted, organized reminders of everything that's on my plate, and I'm amazed at how much easier it is just to bomb through a list of nagging to-dos when they're filed somewhere instead of floating around in the ether. I get motivated to actually pick up the phone, say, and get the kids' pediatrician appointments scheduled, cancel that gym membership I never use, and book a salon visit because duuuuude, it's been too long. Five minutes on the phone and I'm DONE, instead of having those things bumbling around in my head, never at the forefront of my mind but taking up valuable clutter space that could otherwise be filled with Coen brother movie quotes (“Donny, you're out of your element!”).

In short: I definitely get the value of using a system to manage my tasks, but my follow-through is, ah, lacking.

I asked a couple of Omni folk what methods they're using to stay on top of their OmniFocus documents, and I got some really good tips which I thought I'd share:

Bill, Omni User Experience Lead: Bill seems frighteningly organized to me, so it was a surprise to hear he wasn't into task management before he started using Kinkless, Ethan Schoonover's set of scripts that was the OmniOutliner predecessor to OmniFocus. His tactic for configuring OmniFocus to be useful for his work style is to create a bunch of recurring tasks that are either standalone to-dos (“practice guitar”), or send him to other places (“Check Omni email”). He then sets OmniFocus's built-in “Due” perspective to display only those actions that are due today or this week, and that's his default view of the app. As soon as OmniFocus is launched, he's able to see everything he needs to take care of at a glance. Bill also relies on the “Flagged” perspective to only view those tasks which he's flagged as needing to be done sooner than later, but don't have a strict due date.

I like this approach because it really only requires that you set up a bunch of tasks once in order to start making good use of the app. Having a good starting point on a daily basis is probably exactly what I need to be more active with entering and organizing my own information.

Kris, Omni Support Ninja. Kris is a pretty hardcore OmniFocus user, as evidenced by a peek at the long list of tidy folders and actions in his document. His trick for managing all of this information is to set each of his tasks to be reviewed on a specific day per week (you can do this by selecting multiple items and using the Inspect button to configure the date under “Next Review”). He then commits to sitting down every Tuesday morning and using the “Review” perspective to go through all of his projects and to-dos, at which time he re-assesses the status of each action.

Kris tells me this not only helps him keep his document up to date and reflecting reality, but the process of really looking at all of the areas of his life he's managing with OmniFocus helps him realize when certain things are getting out of balance. His point is that we often fall into a trap of putting too much time into one area—our jobs, for instance—without even thinking about it, so there's real value in taking the time to continually assess where our energies are going.

Awesome. I hadn't even thought of that, but what a great side effect of using the program.

I'd love to hear from you folks on this subject. Those of you who are GTD followers or OmniFocus fans, do you have any tips for incorporating task management into your daily life, without making the process itself another odious task? How do you stay committed to the practice?

 

Comments

You're struggling with something even GTD fans struggle with.  Part of the trick is making OmniFocus a part of your daily routine, like reading e-mail or playing on Facebook.  And the way to make that happen is to put sufficient interest in using OmniFocus.  You can do this by either making it fun to use OmniFocus (or if not fun, at least desirable, because you know you will feel better after using it, which comes down to using it in a manner that helps you get things done) or by making it necessary to use OmniFocus (the way you have to check your e-mail so you don't get fired for not seeing a memo).  And even once you get into the habit, most people find it takes about two years to really “get” GTD or other task management systems.


So don't loose heart.  If you keep falling off, look for things like podcasts and blogs and forums that can help keep you on track.

Gordon Worley

04.23.09 7:40 AM

At the end of the day, you get back only what you give.

You cannot sit still and expect things to magically record and follow up themselves ...


I spend time on OF and I get back also, i.e. when my managers asks me for a report of what I do ... export to excel; select date; format a bit ... TaDa ...

vballas

04.23.09 8:04 AM

Hmm, I've been thinking about writing a post along these lines, about how I use OmniFocus, but keep putting it off (... ah the irony ...)


But, in all seriousness, I actually have been using the system since the Kinkless days and rely on OF for much if not all of my task management.  Boasting only a little, I do get a lot of things done in various spheres of life.


Briefly, my system is as follows:


Perhaps, similar to Bill, I assign start dates to things I want to do today.  Some of these are on repeat - daily, weekly or otherwise.  It is a good skeleton structure around which everything can revolve.  These tasks can be as simple as check the mail or complex like work on billing - broken down into individual tasks, etc ...


My main view then is context view with the start date as the grouping characteristic and “available” as the grouping filter. 


Anything that really needs a due date gets one, but I try to stay away from that as much as possible.  I think I'm allergic to the orange and red.


This is basically my make-it-through-the-day setup.  However, I have flagged those projects I would like to remain in my conscious focus.  I try to select one of these projects as its own window and leave it minimized to my side bar.  When I can, I open it and work on it.  It is my project of the moment.  (This is when I am good about focusing - usually I actually have several of them open.)


This way - whenever something comes to mind that I'd like to get done today comes to mind, I can get to quick entry and enter today's date as the start date and it will show in my get-through-the-day context view.  It will wait for me until I feel ready to go back there from my main project.


There's more than this, but hmm, maybe this is the impetus I needed to write that blog post ...

Kourosh

04.23.09 8:05 AM

Try this: only “do” actions that have been allocated to projects and contexts. If it's not in your Contexts view don't allow yourself to do it. That way you'll HAVE to both “collect” and “organize” your thoughts.

Miguel Bollar

04.23.09 8:10 AM

Yea, very common indeed.  The solution for me has been to truly make OF my external brain.  I'm at the puter all day working, with loads of projects going on at any given time.  And, though it's great to be able to look at a project one at a time and see just what's up with that, my workflow looks more like this:


• Surfing some site… realize i want to read it, quick-key new quick entry task [enter project “learning” context “work” due date “5p”]... done


• or, I'm in Entourage… each email that isn't a quick response becomes a task through the Entourage script for Omnifocus, which brings the email into my quick-entry box (with link back to original message in entourage!).  Again, adding project, context, due date, and sometimes start date if I don't want to see it till next week.


Then, when I'm actually working, i'm in context mode, with everything sorted by due date.  Kicking assets and checking boxes… oh, and changing due dates when i'm not kicking/checking.



The truth is, when you have your birds-eye view of everything on your plate, you’re way better off than if you have some todo’s and projects… So, for me the solution has been to bring just about everything into OF.  I filter everything (my email, articles to read, calls to make, etc) into OF so that I have one place to keep it all. 


This keeps me coming home to OF whenever I get that vague feeling like I should be working right now.


Hope it helps.  I hope to be bringing only relevant info on productivity to http://www.fertilework.com soon.  OF will be a big part of that.

Chase

04.23.09 8:13 AM

Buy and use OmniFocus for iPhone. Everything that pops in my head is in my queue before I even have a chance to forget. Sync with a desktop and assign project and context when you have time.


Ubiquitous capture. It's exhilirating.

ian

04.23.09 8:33 AM

1) Put every thing that could be considered an action or a project immediately into OF (I use QuickEntry a lot for, well, quick entry)—even if any of the following are not clear or defined in the moment: context, project, or actions themselves. Actions with no context and/or project, placed in the inbox (via OF or QuickEntry) don't get cleaned up until you have a context and projects (your prefs need to be set up that way). If you have a vague action or project, do the same, just be sure to *not* fill in either context or project. I leave off a (sentence) period for actions that need re-writing, and for projects or group listing (hang with me).


For a quick project or group idea that isn't fleshed out, I leave off the period. I optionally add some 'to be actions' or notes in the notes field. You can drag it over to the sidebar to become a project later, and then flesh out actions from the notes field later.


Now you got the thing *into* OF. That is huge. Next, bite the bullet, and at least once a day, clean everything up.


2) Do a weekly review. I have a weekly review perspective set up that is based on GTD, and some of the actions are like: 'Run through Due Soon Perspective.

Bob

04.23.09 8:48 AM

I got hooked while building a house—big multifaceted project with lots of ideas coming in, people to contact, and milestones to accomplish (OP was too time-constrained). Chores are still a big part of why I rely on OF; I don't want to do them but a little nudge helps. The big dump and life areas came later, but once I came to appreciate the help in managing one big project I found value for work and social responsibilities. I keep my task list manageable with start dates, almost never due dates. Input is key; email which needs a response gets copied in with a few keystrokes and filed away right in the quick entry window with a few more. The iPod touch is always in my pocket. When I'm ready to work a particular Project to the exclusion of all else, there's a Perspective for that. The best part: when something comes up I put it in the system because I know that it won't be forgotten, then I'm on to other things—no worries.

Paul

04.23.09 10:00 AM

Well, I've written a guide I consider for the “advanced user” as a take off from my comments above.  I hope you find it useful :-)


http://kouroshdini.com/2009/04/23/how-to-use-omnifocus-a-guide-for-the-advanced-user/

Kourosh

04.23.09 10:37 AM

What keeps me going with OmniFocus is keeping it all as simple as possible. I've learned (yes, the hard way) that minimizing the complexity helps me get the right things done. Since I no longer geek out and build all kinds of nested, repeating tasks and projects, I don't wake up a week later and -argh- find the “system” is the problem.


Ironically, keeping it really simple isn't necessarily easy, at least for me.  In the early kinkless days, I remember imploring Ethan to 'keep it simple' as more and more features were added.  Pretty soon, we had lots of cool stuff—tempting us to use deadlines, timers, flags, perspectives, nested contexts…  and I do use all of those (in small doses).


But the KISS approach definitely pays off for me when life happens, and I could be overwhelmed—but instead I can focus on just what I should do in that very moment.


The reason OmniFocus and I still work together so well every day, after all this time, is because Ken and the Omnis built a platform with powerful flexibility on the backstage, with the ability to see only the all-important focal points on the frontstage.

radiophage

04.23.09 11:30 AM

I'm in the same boat as you, Linda. I'm an attorney, so organized to-do lists etc. are all but mandatory if I don't want to have a) upset clients; b) missed court deadlines; c) a legal malpractice suit served on me by the friendly sheriff.


But I must confess that OF gets used poorly by me. I think it's not necessarily a problem that you or I have that comes from the software itself. Gordon nails it, I think: we're not motivated sufficiently to use any sort of organizational system. (For a lawyer, that has to be some sign of mental illness.)


I have an easy time dumping things in (like cases and tasks in those cases) but following through with new things doesn't go easily. Maybe it's because I don't find OF fun to use. Perhaps I too am allergic to orange and red (but in my job deadlines are a fact of life). But I think for some people out there, we spend an awful lot of time looking for the “right system” that will solve the problem, when perhaps the problem cannot be solved by any method or software application. Often, by the time we reach adulthood, the habits are set in place, and it takes a lot of motivation to unlearn those.


Still, I find it nice to dump something into OF when I think of it. Maybe I just need to get used to using it as a simple to-do manager, and then start looking for more complex ways of using it.

Bill

04.23.09 1:03 PM

Bill: I am both soothed and a little depressed by your comment. : ) I think you're right, it has more to do with developing habits than finding a magic bullet with regards to software functionality—I'm just wondering if there are some tricks to making the habit-learning process easier for people who aren't naturally inclined to to-do list tinkering.


It's got to be similar to making exercise an ongoing part of your life, right? Start out small, eventually (maybe!) you're running marathons.

Linda

04.23.09 2:08 PM

I had a problem to remember to check what's due in OF. I solved it by using iCal and settin up repeating tasks to open OF automatically twice a day.

Guntis

04.23.09 3:58 PM

I had the same problem and came to the conclusion that OmniFocus was too complex. Then tried Things and it felt like a breath of fresh air.


Will see how it works out in the long run, have been using it daily since installing it. I didn't use to open OmniFocus for days on end and when I did it was a pain to bring all my projects up to date.


Just my $0.02.

Istvan Hoka

04.23.09 5:03 PM

Hi,

Must say I recognize much that was written. I do use and love OF. But am not disciplined in reviewing weekly.

What helps me is to one in a while re-read GTD or listen to the read version through my iPod. That re-explains the ideas and by that re-energizes me. Hope after some time it will be fully part of me.


Jeroen


P.S. What annoys me is that I also use OF on my iPhone but cannot call directly from an action. It does nog recognize a phone number.  I have a context calls. Would be handy.

Jeroen

04.23.09 6:00 PM

Just had a thought. Omni Focus is in fact a ‘context’

But the question then is how to connect that context to our physical lives.

Moments reviewing works well for me is in ‘waiting’ mode. But that is typically in the car and then even OF iPhone is not useful. So go back to paper.

Who has a good idea of a state of mind / activity where tying OF context to might work well.

?Cheers to you all


Jeroen

Jeroen

04.23.09 6:11 PM

I usually use a “brain dump” into my inbox.  Just get everything out of my head and into the inbox of Omnifocus on my Mac.  Then, I start adding contexts and due dates on each entry.  If I have more than 2 items that fall under the same idea, I would add it to a Project. 


My problem is that sometimes I have to do these dumps at work and I am limited by using a Windows PC.  And personally, I feel that dumping stuff into my Omnifocus via my iPhone app it is a tedious process.  I wish there was an online component that syncs with the desktop and the iPhone app.  I know I am asking for too much, but in reality many of us do work in Windows environments and we are left with entering all of our information via the iPhone app, which can get complicated.


With that said, I do enjoy the iPhone app, but wish it opened a bit faster.

Moe

04.24.09 4:37 AM

Bill, Linda, et al. I think you're too busy ;-) If your day if filled with due dates and urgent tasks then you're up to your waist (or higher) and wading through in your own inbox and there's no time to reference a stale task list. Give yourself a break and just consult that list when you have some free time, a few moments between meetings, Sunday mornings, etc.—when you can stand outside of that box and have some perspective. It could also be the place to park that task that comes flooding or floating up at you, clamoring for attention, but which you need to defer because you're busy or in the wrong context and need to keep plugging away at whatever you're doing at the time. Like you, I find I'm rarely in the mode of “getting my inbox to empty” because most things get done before they get can ever there, but I depend on OF and all it's complexity is for everything else.

Paul

04.24.09 6:35 AM

The biggie for me is to set up a hotkey to the Quick Entry and make it second nature. Then use it to jot even the quickest note when I think of something I need to do/remember. I clarify and organize these items later when I've got time.


Two things I wish:


1. I wish I could hit the Quick Entry key from _anywhere_ and have the document I'm looking for automatically be linked. This works in some apps, but not a lot.


2. I wish the iPhone app had a Quick Entry that didn't have the startup time that the main app does. I need a lower barrier to make quick notes on the road.

Scott

04.24.09 8:34 AM

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04.24.09 10:54 AM

I'm very, very disorganized and got Omni Focus in an effort to get a bit more organized.  I've read the GTD book and sort of understand it. The problem is applying it to my life.  And the great thing about OF (lots of feature) is also it's biggest drawback.  I actually found iGTD more simple, but with development almost at a standstill, I turned to OF. 


Lately I've been looking through the forum, and plan to be taking an another look at the manual.  I'm coming to realize that I don't have to be rigid, that I can find a way to make OF work for me and not feel so rigid.  One thing that would help is if OF was able to somehow automatically pop up a reminder if I set a date, and alarm.

Lola LB

04.24.09 11:16 PM

Jeroen: OmniFocus recognizes phone numbers for me, but they are American formatted (123-456-7890). Judging by your name, perhaps you are in a different country and yours are formatted differently? In that case, I would definitely suggest that you submit a request to the Support Ninjas for them to support your country's format!

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