
I’ve just spent a little time this morning looking at how I have been using OmniFocus (or not, which is the problem). I started by watching an introductory video I have in iTunes (don’t know where that specific video is online but here are the OmniFocus tutorials). I have a number of folders, projects and tasks in OmniFocus already but when I opened OmniFocus in the past my eyes just glossed over and that isn’t very good. The system you use to manage your tasks needs to be user friendly and even fun if you are going to keep going back to it.
I noticed that one of the things I was doing was creating folders for specific clients, unhelpfully labelled projects within the folders and then all my tasks. I decided to change that straightaway and ditched my old folders and poorly named projects and created new ones. One of the things I was doing in the past and which I am now remedying is that instead of treating projects as overall goals, I just gave them case names. This was a little too bland and non-descriptive so I have given them names as if they are goals (which they are, really) and all the tasks in those projects are the incremental steps towards achieving the goal (as I understand it, this is the whole idea). As you can see the from the image to the right, I created a little demo project to show you how I am setting up my projects and tasks. Please feel free to give me pointers. The screenshot below is what you’ll find in the project “Show Steve the light”:

I don’t know if I am describing the tasks well enough so it is very much a work in progress. OmniFocus is fairly flexible and I am still messing around with perspectives and views to get my lists set up in a way that works for me. I am also about a year overdue on a decent review session so I am going to set aside a couple hours to sit and do that. Working as an attorney makes it vital to be on top of what is going on in my files because there are a number of things I need to deal with and many of those are time sensitive. The time sensitive tasks go into my calendar (I can schedule stuff in OmniFocus but I’m not sure I want to put those tasks there … what do you do?) and the general tasks will go into OmniFocus.
I think the big challenge, for me at least, is developing the discipline to look at OmniFocus when my day begins and keep referring back to it as the framework for my daily activities. While I have a fetish for developing these sorts of systems, my challenge is remaining engaged in the systems I develop. I also get a little lost in developing the systems and I forget to actually get the work done. Creating a new GTD workflow isn’t the same as actually getting that stuff done.
I thought I’d just share some of my thoughts about this as I go here. Please feel free to share any tips, tricks and processes that work for you. I am still pretty new at this and am always interested in ideas that can help me become more productive.
What do you think?