OmniFocus Video Field Guide Update Coming Sunday

I’ve been working the last few months on an update to the OmniFocus Video Field Guide. I’ve updated it for several new features and gone deep on the iOS Automation and URL linking. I’m making final edits and additions over the next few days and intend to publish it sometime Sunday (probably late). The update will be free for people that have already purchased the field guide. However, please note that for new buyers the price is going up to $19.99. So if you want to get in on the current $9.99 price, do so between now and Sunday afternoon when it goes up.

Automating OmniFocus on iOS

I’ve had my head down a lot lately between the day job and the upcoming Hazel Video Field Guide. One thing that’s happened is that I’ve gone completely mad with automating OmniFocus on my iPad. A few weeks ago The Omni Group released a new version of OmniFocus that can interface with template files to create project templates on iOS.
 
Given the inherent limitations of iOS, it’s a pretty elegant system once you figure it out, and I’m going to explain further as soon as I get done with these big projects. Now I prefer to set up project templates on iOS. I didn’t see that coming.

Task Management Pain Points – The Overachiever

Because I’ve written and screencasted so much about OmniFocus, I get a lot of email from people about their particular pain points with task management. With this series I’m going to focus on a few of the more common issues and how I solve them.

The Overachiever

By far the most common problem I read about is how some folks get overwhelmed. I hear from readers that explain they need over an hour every day just to sort through their tasks. That’s nuts.

If you are facing a task list that has hundreds of entries every day, you’re doing it wrong. I think the most common cause of this overload is our technology. Back when I used to write my task list every day longhand in a Franklin Planner, I never wrote more than 20 tasks in a single day. I think it was something about the act of using pencil and paper that my brain just accepted the lunacy of overloading myself. However with computers, there is a certain amount of abstraction and that can work against us.

With most modern task management applications, setting up tasks and projects is a snap. With very little time we can build a task management database with literally thousands of tasks in it. Moreover, because of that abstraction, we often give our brains the afternoon off while adding those tasks, telling ourselves we’ll figure out how important all those projects and tasks are sometime later down the road.

This leads to waking up with hundreds of available tasks that we then spend hours kicking down the road a day or two, only to drag ourselves through the same mental muck again tomorrow.

Just because computers can track hundreds of projects and thousands of tasks doesn’t mean you can do them all. Indeed, as many readers are finding out, loading yourself up like that can be debilitating. You spend so much time pushing the monkeys around every day that you don’t actually get any of them off your back.

If that is you, don’t beat yourself up. I fall into this trap myself more often than I’d like to admit. You can dig yourself out of this and get back to a more manageable task list. It’s going to require a little work though.

1. Begin by looking at projects

If your task list is bursting at the seems, first start by looking at your active projects. In OmniFocus I’ve set up the Today perspective for precisely this reason. I can easily see the existing projects and how many tasks they’ve got attached. With the color coded check-circles I can even see if any active projects have flagged or due items attached.

The point is that in sweeping through the project list, you need to be brutal. Remember the point is not to have to drag through all of this every day. If you see a project that there simply isn’t time for in the next three weeks, defer it 3 weeks and move on. Don’t refuse to accept reality and defer it just two days so you have to go through all of that again. If you see a project that you’ve now deferred three weeks several times, you should probably delete it entirely or, at least, defer it three months. Stop juggling things you are not going to do. It’s just taking you away from the things you need to do.

2. Next focus on tasks

Once you’ve blown out the cruft of unnecessary projects, bring that same killer instinct to individual tasks. Again defer and delete the stuff that isn’t going to happen so you can put a big spotlight on the stuff that needs doing.

It is easy to fall into this overachiever trap because modern technology makes it so easy to build an entirely unrealistic task list. If you follow these steps however and are truly willing to swing your digital machete at unnecessary projects and tasks, you will regain control of your task list and get rid of that underlying dread you’ve been feeling looking at over 200 tasks every day for the last week.

What is your task list hangup? Let me know.

My OmniFocus Courses at Lynda.com

I recently had the privilege of spending a week at the Lynda.com studios recording screencasts about OmniFocus. It was a lot of fun and now the courses are available for viewing and download to Lynda member. There are two courses:

OmniFocus for Mac Essential Training

OmniFocus for iOS Essential Training

If you are a Lynda subscriber (or know a Lynda subscriber) please watch the screencasts and spread the word. I’m quite proud of them.

Sponsor: OmniFocus and New Screencast

This week MacSparky is sponsored by OmniFocus. The gang at the Omni Group has been hard at work at work and recently released an update that adds custom columns. This new feature gives you tons of control over what you see in your perspectives. You can learn more about custom columns from the Omni Group directly. Adding this feature wasn’t easy and the Omni Group developers explain how they pulled it off right here

I like custom columns so much that I made this short screencast. Enjoy.

Sponsor: OmniFocus 2.6 and Video

I’d like to thank the OmniGroup for sponsoring MacSparky this week. The OmniFocus team has been hard at work, releasing version 2.6 this week. The new version includes some nice new features, including dark mode, swipe to flag, and push syncing. The new version is great. Don’t believe me? Take a minute and a half to watch the below video and you will. Learn more at the Omni Group.

Setting the OmniFocus Default Start Time

One nice benefit of no longer working for the man is that I have a lot more control over my schedule. It has been a surprise to me that I find myself often working late into the night. In my former life, I had always been an early riser but in this new iteration of me, it sometimes makes more sense to do my work later in the day.

One consequence of this is that every day at midnight my OmniFocus database fills up with tasks previously set for the next day. I don’t want to see all those tasks. If I’m looking at OmniFocus at midnight it’s because I’m still working on stuff from the prior day. Fortunately, OmniFocus has a setting for that on the Mac app in the preferences pane.


Interestingly, there is no similar setting on the iPhone and iPad but if you change a setting on the Mac, when you synchronize the database the iPhone and iPad will also start setting start times consistent with the new Mac default.

Using Pocket to Create OmniFocus Tasks

On a recent episode of Mac Power Users, I talked about my workflow that uses IFTTT to send articles from Pocket to OmniFocus based on tags. A lot of people have asked me to explain further. Here is how you do it.

The Idea

I wanted a way to tag an article in Pocket and have something specific happen in OmniFocus. The below example takes any article tagged “post” and creates an OmniFocus task titled, “Write Post about” and inserts the URL name. I use this all the time.

Overview

As seen with the below screenshot, this recipe grabs Pocket articles tagged “post” and then processes them through my Gmail account. Gmail is required here because you’ll need to customize the message in a way that only Google can in IFTTT. For this step you’ll need a Pocket and Gmail account and have their channels connected to your IFTTT account.


Trigger: “post”

This step looks for a specific tag in Pocket. Because you can use multiple tags in Pocket, you could duplicate this recipe and have it perform different actions on different tags.


Action: Send an Email

The Omni Group has this great feature call OmniFocus Mail Drop. You can send an email to a secret link and it adds the email to your OmniFocus inbox. You do have use the OmniSync service but the ability to create tasks via email is really handy. 

This step is just sending an email to that super-secret mail drop location. You’d have to substitute your own mail drop email address.


Name the Task

Next I set a custom subject line, “Write post about ” *Title*. This inserts the article title so, as sent, it may say, “Write post about hemp Apple Watch bands.” OmniFocus will take that subject line and make it the task name. This is why I use the Gmail account for this recipe.


Flesh Out the Note

Next I have IFTTT send through further details to the email body. This gets added to the note in the task. This recipe isn’t particularly difficult to create or earth shattering. In some ways, it may be outdated by iOS 8 and Pocket’s ability to add tasks to OmniFocus right inside the app. That lets you avoid pushing items through the Internet pipes. However, I’d argue that there is no way faster for me to create these tasks than simply tagging an article “post” and moving on.