The OmniFocus Video Field Guide

I’m pleased to announce the release of the OmniFocus Video Field Guide. This is a screencast, not a book. A lot of people have asked me to write a book about OmniFocus but instead I made this 2.5 hour video that takes you, soup to nuts, through the Omni Group’s supremely bad-ass task manager. The screencast can turn an absolute OmniFocus novice into a task-managing ninja.

The screencast is fully bookmarked, nearly two and a half hours, and full of awesome. I’ve been working on this screencast for months now and I’m quite proud of it. You can learn more and buy it for $10 from here. Below is a sample video.


 

OmniFocus for iPad 2

In addition to the release of iOS 8 today (and a LOT of app updates), the Omni Group has released OmniFocus for iPad, version 2. I’ve been using the beta for awhile and have some thoughts about the update.

Look and Feel

OmniFocus 2 for the iPad is very similar to that of OmniFocus 2 on the iPhone. It has that sparse iOS 7 look sprinkled with the Omni Group’s own particular aesthetic. It is not just a coat of paint though. Controls have been moved and working in the application is more fluid than with version 1. The Omni Group has years of experience with the iPad now and it shows. As an example, I can now look at my forecast for three days from now with one tap. This tap efficiency appears everywhere in the new application. Another example is the project review view. OmniFocus on the iPad has always excelled as for project review but the new version has a ground-up redesign that lets me review projects faster than before.


In both portrait and landscape mode, the left pane displays buttons to access perspectives and the forecasts. (With the pro version, explained below, you can add your custom perspectives and also re-arrange their display order. In portrait view, when you select a perspective, the left pane slides out of you and dedicates the entire screen to the selected view.


Pulling down on this perspective sidebar, exposes the synchronization and settings buttons. Synchronize button forces the synchronization with your syncing mechanism of choice, which can include a private server or OmniFocus`s own OmniPresence service.

The Settings include options for due dates, notifications, and the synchronization methodology. There’s also the ability to enable TextExpander snippets which can be really handy when creating new tasks and OmniFocus.

Heavy Lifting Now an Option

One problem I’ve always had with the iPad and iPhone versions of OmniFocus is the ability to easily move the defer date of a project. The way I organize my task projects, sometimes I will hit one that has multiple associated tasks on a day when I have no time to deal with it. Indeed, I may conclude that I don’t have any time to deal with it until a week from next Tuesday. With the prior version I then had to go drill down in the Projects perspective and adjust the project defer date there or tediously move the start date on every associated task. Neither of these options was very palatable and quite often I ended up doing this on the Mac instead.



With the new OmniFocus 2 for iPad, I can now adjust a project defer date right in the standard view. When viewing a project in a perspective that will display the project name (this is entirely up to the user and customizable), you can tap on the project and the task list and make adjustments to its defer date right there.

If on Monday morning you wake up to find you have a 20 item project that you simply are not going to get to, you can move it to some future date with just a few taps on the iPad. This simplified interface makes those large review sessions possible on the iPad now where they were not before.

Extensions


The Omni Group didn’t waste any time getting in on iOS 8 extensions. The Today View widget display tasks with upcoming due dates. You can check the task off right in the Today view without even opening OmniFocus.

They also have an extension that lets me save a webpage right to the OmniFocus inbox. You can also add project and context information at the time of capture. I can’t tell you the number of times I’ve emailed web pages off in the past for purpose of capturing into OmniFocus. This is much more efficient.



Better Search

Search out tasks was alway a bit of a mystery in OmniFocus. With the new version, it is much easier with a tap-able button to search the current perspective, remaining tasks, or the whole enchilada.


The Big Sync

One feature that doesn’t get much attention is the synchronization engine. My database has a lot of projects and tasks in it and I’m jumping between devices all day long. OmniFocus has got so adept at synchronizing this data that I find myself taking it for granted. Nevertheless, I know the OmniGroup is always working on finding ways to speed it up, including building their own data storage and synchronization mechanism with OmniPresence

The new version of OmniFocus for the iPad adds background syncing, which allows the application to update its data in the background. This is all subject to the magic sauce of iOS to determine which applications are worthy of getting these background processes. With the amount of time I spent in OmniFocus, I find that it does a pretty good job of keeping my task list up-to-date in The background and allowing me to spend even less time pushing the synchronize button when I want to be getting my tasks done.

Standard and Pro

The application is priced with an entry-level price of $29.99 and an in-app purchase of $19.99 for the pro version. If you have the prior version of OmniFocus for iPad installed on your iPad, the new version will sense that and give you the pro upgrade for free. This is about as close to upgrade pricing as I’ve ever seen on iOS. I hope Apple allows this to continue and other application developers follow suit.

The pro version unlocks several new features not seen and prior versions of OmniFocus on the iPad. Chief among those is the ability to edit perspectives. One of the most common questions I received about OmniFocus is from users that don’t have a portable Mac and want the ability to get by with OmniFocus just on the iPad and iPhone. I’ve always written back that the big stumbling block is perspectives. Perspectives give OmniFocus the power to become whatever you need it to become. User-defined perspectives (like mine) allow you to make this task system work for you, no matter how your brain is wired. Previously, you can only set of those custom perspectives on a Mac. (They would previously synchronize to an iPad but you could not edit them on an iPad.)


With the upgraded pro version you can now edit perspectives on your iPad to your heart’s content. As seen in the attached screenshot, you have a lot of parameters you can set in his custom perspectives ranging from a custom icon to searching for particular text. Perspectives you create on the iPad will sync over to your Mac and iPhone without difficulty. In a sense, this new feature liberates OmniFocus from the Mac and I think people who want to try and get by with just an iOS installation, have a real fighting chance now where they simply did not before.

Aggressive Evolution

The first version of OmniFocus for the iPad was truly revolutionary. It gave me the power to manage my tasks on my iPad in a way that I didn’t think was possible. Building on the shoulders of its predecessor, this version doesn’t seek to reinvent the wheel, but instead make the wheel spin a lot faster and more efficiently. In that regard, OmniFocus 2 for the iPad absolutely delivers. Working through my admittedly complicated life with this application happens faster now and, frankly, the redesign makes the process more delightful. I have personal knowledge of exactly how hard the team at The Omni Group worked on this new version and I’m loving it. I bought the app as soon as it appeared in the App Store earlier today. You can learn more at the OmniGroup website and from their OmniFocus 2 for iPad iBook.

New OmniFocus Icons

Federico Viticci and Silvia Gatta just released a new set of OmniFocus icons last week at Icons & Coffee. There are some great icons in there that you’ll probably find use for. Some of the icons have even got me thinking about setting up perspectives to match. If I could just talk Federico and Silvia into adding a nice MacSparky lightning bolt … The icons are great and if you are as obsessive about OmniFocus (like me) having your perspective icons just right is worth it. The icons are on sale for $9.99 but will go up to $14.99 shortly. 

TextExpander for Quick Defer+Due Dates in OmniFocus

Max Masnick is using Text Expander to quickly enter defer and due dates in OmniFocus. Max primarily uses this for events that have the same defer and due dates. For example if you want a task to disappear but show up as due on Monday at 9am. I don’t have much cause for that style task because I so rarely use due dates but there is no reason you couldn’t also use this to defer with later relative due dates, for example two weeks from Friday, which in OmniFocus speak would be 2w Fri. Moreover, Max figured out how to combine defer dates and TextExpander so of course he gets a link.

 

My OmniFocus Perspectives


I’ve not officially written up my thoughts on OmniFocus 2 for the Mac but suffice it to say, I’m a fan. I’ve received a lot of questions lately about my perspectives so for this post, I thought I’d dive into the weeds and share all of my perspectives.

Why Are Perspectives a Big Deal?

OmniFocus is a powerful tool. It can hold a lot of tasks with a lot of associated data. Perspectives give you the ability to filter all that information in ways that make sense. I use many perspectives and am constantly flipping between them as I go through the day. Perspectives, created on the Mac, drive down the iOS versions of OmniFocus so whether you are in line for tea or bearing down at your desk, they are there to help.

Perspectives and OmniFocus 2 for Mac

One of the improvements with OmniFocus 2 for Mac is the ability to more easily create perspectives and, more importantly, their constant visibility down the left side of your screen. There is a default set of perspectives, but you can also add your custom perspectives (assuming you are using OmniFocus Pro) to this list from the Perspectives window. Like on iOS, you can add a perspective to this left menu by starring it in the Perspectives pane. I love this.

Inbox, Projects, and Contexts

I use several of the built in perspectives and while I’ve made specific selections from available options, there is nothing particularly interesting in the Inbox, Projects, or Contexts screenshots.

Forecast

Checking the Show Deferred Items is huge for me. As explained in the above linked article, I manage tasks by deferring them out to future dates. I’m not forecasting tasks that are due in the future so much as I am tasks that are set to begin. I also set the calendar display to 7AM since I often have early morning meetings.

Flagged

I’m using flags more now than I did before. I’ve explained how I use due dates sparingly. Flags allows me to set even fewer due dates. If I’ve got some task that is important but doesn’t have a due date, I flag it. Today, for example, I had two tasks flagged and it felt pretty good checking them off. Getting back to this setting, if I push something into the future and flag it as important, I don’t want to see it until it becomes available so I apply the “available” filter.

Completed

Rarely, I need to go back through completed tasks and when I do, this perspective gets the job done. You’ll note I don’t have this starred to appear on the left side of my screen because I use it so sparingly.

Changed

This perspective shows all my recently changed tasks. Sometimes I’ll get ahead of myself when organizing OmniFocus. The first line of defense in that case is Command+Z but if that doesn’t work, this gives me an easy way to go back and make corrections.

Added

This one is somewhat related to the Changed perspective. A lot of times I capture tasks and only partially process them, particularly when I’m working on the go. This Perspective gives me a list of recently added tasks when I need to make sense of it.

Clear

Occasionally, I need to clear the decks. Clear gives me all available tasks ungrouped. I can Command+A to select them all and push them out if necessary with the defer date in the inspector. This is also a good perspective to sort out date discrepancies. If I’ve got a lot of tasks with various (and old) defer dates. I’ll select them all in the Clear perspective and set their Defer date today in the inspector.

Clients

This is a Perspective that just points at the Professional/Clients folder. If I just need to focus on client issues, I’ll select this. (I added a similar Perspective for MacSparky tasks as I wrote this article.)

Errands

This perspective shows me all tasks from the Errands context. I don’t refer to this context much either but it is handy on weekends.

Law

This is somewhat related to my Clients perspective but broader. It includes everything relating to my day job: administrative, clients, business management, continuing education, legal speaking, the works.

Today

This is the perspective that a lot of readers have already adopted. It sorts all “available” tasks by project with nice little project labels. It’s a great way to see what’s on deck for the day and an essential tool if you are managing tasks with defer dates.

There’s More…

I’ve been toying with a “Waiting” context but haven’t got it right yet. Anytime you look at OmniFocus and don’t see the information you want at that moment, you should investigate creating a custom perspectives. They are very flexible and you should be able to do just about anything you want.

About Those Icons

I downloaded the new icons from Github. Josh Hughes made this great set that really fits in nicely with the native OmniFocus icons and has them in multiple colors. This too is a work in progress as I continue to fiddle with my perspectives.

OmniFocus 2 for Mac Returns, Expanded Beta


Today at the Omni Group announced its expanded beta for the completely rejiggered Omni Focus 2 with a product release in June. The current beta is pretty complete. I started using it in the private beta about a month ago and for a few weeks now, it has completely replaced version 1 on my Mac. 

The new version brings forecasting to the Mac and the Review mode brings the Mac a lot closer to iPad OmniFocus’s utility. There is a lot to like about the new version. I particularly dig the way the inspector becomes a permanent fixture. I’ll have a lot more to say when the final product ships but for now, if you’re interested, get yourself over to The Omni Group and sign up.

“Considered” and “Planning” in OmniFocus

One complication that comes from using powerful tools is that we can spend more time tinkering with the machine than making widgets. Kourosh Dini wrote an excellent post about the “Considered Task”. Specifically, he will insert the word “Consider” in front of a task to give himself that ability to weigh a task or project before committing to it. It makes a lot of sense and I’m going to start using it. Read the entire post for a more detailed explanation. (I also have to admit I just enjoy Kourosh’s deliberate, paced, writing voice.)

I use a similar (but not as clever) trick for planning projects. Once I’ve committed to a project, I need to plan the necessary steps so I can get to that cranking widgets mindset that releases all of my happy chemicals. The trouble is that quite often the moment I commit to something is not the best moment to do that planning. So at that point, I’ll make a task “Plan Death Ray project”. If the planning is going to take a lot of time, I may even schedule time for planning the project. Planning to plan sounds pedantic and I’ll admit it is a a bit of a cheat but I’ve found it does give me the necessary motivation to actually plan the project and gives the project itself a much better chance of actually proceeding.

The Problems You Don’t Know

I’ve been running pretty hard the last few months between the day job and finishing up the Email Field Guide. In the process, I’ve fallen off the wagon a few times with my OmniFocus task management discipline. Everybody probably knows that feeling of seeing the red badge of “Overdue” show up on the icon and know that it has been several days since you opened up the application and sorted through things. You know there is ticking bomb under your kitchen table and part of you would rather pretend it’s not there and keep eating Cheeze-Its.

I’m here to tell you to put down the box of delicious cheese-flavored crackers and instead cut the red wire. If you are using some of the tricks I showed in my OmniFocus Screencasts, it will not take that long to quickly get through your task list. Even if that means pushing 95% of your tasks off until next Monday, that 5% left is manageable and just think how much more time and money it will cost to rebuild your kitchen if you let that bomb go off.

Here is how I did it under fire the last few weeks.


Screenshot 2013-11-21 14.02.13.png

1. Enable A Clear Perspective

I have a special perspective to help me sweep the decks. It removes all project distinctions and instead just gives me a long list of all active tasks. This makes it really easy to grab big fat chunks of them using the shift or command keys while selecting.


Screenshot 2013-11-21 14.02.28.png

2. Use the Inspector to Process Multiple Tasks

On the Mac version of OmniFocus, open up the inspector and move the start date to some safe date in the future for large swathes of your selected task backlog. Set a record for how many you move with one selection.

3. Defuse the Bombs

There will be a few important things left. Deal with those and get back to the big project that put you behind in the first place. Remember, this too shall pass.

The thing is there are the problems you know and the problems you don’t know. It is the ones you don’t know that will get you every damn time.

OmniFocus for iPhone 2.0



Today the Omni Group released OmniFocus for iPhone, version 2. I’ve been in the beta and using my iPhone, nearly exclusively, for the past weeks to manage my OmniFocus data. Today the new version is available for purchase and I wanted to share my thoughts following a few weeks of intensive use.

THE Redesign

Version 2 has a ground-up redesign. The Omni Group put every aspect of the app under the microscope and produced something quite different from the original. The new version looks nothing like the old version. Don’t believe me? Take a look at the home screens for version 1 and version 2.

The new start up screen puts everything you need on one iOS 7-friendly screen. Forecast is across the top of the screen along with a live count of due items for each of the next seven days. There are also large buttons on the home screen for the Inbox (including an inbox count), Flagged items (also with a count), Projects, Nearby, and Contexts. Finally there is a list of perspectives at the bottom of the screen. Like before, you can star individual perspectives and they will show up on this screen and you can access all perspectives by tapping on the Perspectives button. (You can also set the order in which they display.)

When you select an item, like tapping the Projects button, the screen splits at the button you select and animates the two halves to the top and bottom of the screen displaying your selected view. The animation is a nice touch and fast enough that it doesn’t feel a hinderance.


Screen Shot 2013-09-17 at 9.31.26 PM.png

Missing from the interface is the big plus sign to add a new task. Instead, there is a floating Inbox button in the lower right corner of the screen that is nearly always present. Tap that button to add a task from just about anywhere.



Also missing from the home screen are buttons to sync my data, adjust settings, and search my database. To get these, drag the screen down, like you do to get the search bar in the iOS 7 Springboard or update just about every Twitter app on the platform. This displays a grey bar across the top of the screen with all of these options. The new design does a great job of just showing you what you need 90% of the time and placing the other stuff in easy reach.

One of my favorite features is the forecast view right across the top of the screen. The new version gives a summary listing the per-day deadlines right on the home screen. I can tap on any day and see all tasks due that day and all tasks I’ve deferred to that day. This view also has all calendar items for that day. Pulling down for the toolbar in Forecast view, the Settings icon is replaced with the View icon. From there you can customize the Forecast view for due and deferred items, and specify which calendars appear. Forecast is one of OmniFocus’s premier features and I’m glad to see it get so much prominence in the new application.



Selecting Projects or Contexts gives a list of Project folders or Contexts with a visual representation of the number of items represented as dots. Tapping these drills down into sub folders or contexts until it hits a list of tasks. If there is anything over due (or nearly due) in any list, the grey dot is replaced with a red or yellow one. This is a great way to get a handle on how you’ve got your work spread out.



The way in which the new application displays lists of tasks also received an overhaul. The Navigation bar at the top uses iOS 7-style text “buttons” to navigate. Tasks are displayed in black text on a white screen, always. Each task displays its project name in grey below. Instead of check boxes there are now check circles. The circles do more than just give you a place to check something off. They also convey information about the task. If there is an ellipses inside check circle, it is a repeating task. If the check circle is red, the task is overdue. The date (or time) that the task became overdue is also listed in red. If the check circle is in yellow, the task is about to become due. In that case, the date (or time) it will become due is listed in yellow. The way it uses colors on the check circles instead of the task names makes a lot of sense. It makes the text more readable while conveying the same information. It also provides for a more subdued interface, which I prefer.



The task edit window is also completely new and iOS 7-ified. There are tap-able areas to adjust the project, context, and add a flag. You can set set due and defer dates. Gone is the term “start date” replaced with the term “defer until” which makes more sense with the way I’ve been advocating using start dates for years.

You can also set a task as repeating, move a task, convert it into a project, share, and delete a task from this screen. Several of these options are new to version 2. Notes and Attachments (both pictures and audio recordings) are accessed through text buttons at the top of the list.

As you dig through these options, you’ll see that everything got redesigned. Take the repeat task screen for instance. The new design simply could not exist on a pre-retina iPhone but looks great on my iPhone 5.

Features

The new version 2 isn’t just a pretty face. There are also some nice feature upgrades.

Background Sync

When Apple first announced they were putting a background sync mechanism in iOS 7, the first thought that crossed my mind was “OmniFocus Sync”. The new version delivers on this. Background Sync allows OmniFocus for iPhone to hit the OmniSync server and pull down updated tasks while OmniFocus isn’t the active application. No longer do I need to launch the app and wait for it to connect to the Internet and pull data down. Occasionally, I’ll get an “optimizing” message (which deals with processing already downloaded data and database changes) but usually I just open the application and go. Background Sync isn’t a setting in the new app. It just happens.

Defer Until “Later”

One of my favorite new little touches is when deferring tasks. Sometimes it makes sense to move a task a day or a week or a month. Other times I just want to put a task (or project) out to some time in the future and stop thinking about it for awhile. There is now an option to defer an action until “later”. The selection even includes a pair of dice. Tapping this moves a task about a month or two (it’s random) and gets the task or project off my mind until then. The random element of this pushes a button I didn’t know I had and I use this feature more than I probably should.


Screen Shot 2013-09-17 at 10.10.31 PM.png

The Price

This is a new version and it requires a new purchase. The price is $20 and, famously, the Omni Group (or any iOS developer for that matter) cannot offer an upgrade price to existing users. I’ve already seen complaints on Twitter about paying for version 2. The logic goes something like this: 1. I paid a lot for version 1; 2. Therefore I shouldn’t have to pay again, ever.

The Omni Group is one of the few companies that has held the line about pricing its software. If you’ve ever owned any of their applications, you probably have a good idea why. The Omni Group is a big software developer with lots of smart engineers, artists, and all the other people required to make something of quality. Moreover, the Omni Group has outstanding customer support. You can call them and get a friendly, knowledgeable human.

This sort of infrastructure costs money. It doesn’t just cost money the first day you buy your app. It costs money month after month and year after year. I remember what it was like having an iPhone without OmniFocus and I don’t care to go back.

I’m pretty sure I paid $25 for OmniFocus for iPhone version 1. That was five years ago. Over the past five years I’ve used the heck out of this app (which ended up costing me $5 per year to own). For the price of one cup of coffee per year I’m more productive and kicking ass with this application. Moreover, the Omni Group did not hold back on updates to version 1. During those 5 years, syncing got really great, OmniFocus became location aware, the Omni Group added an innovative forecasting feature, OmniFocus learned to talk to Siri, the Omni Group built an entire back-end syncing engine for my data, and OmniFocus obtained the ability to add tasks via email. The list goes on. I believe over the next five years, the Omni Group will be just as productive and add more useful features to version 2 that will become equally essential to me.

To those complaining about the price I’d ask you to look back and honestly answer the question of whether the Omni Group hasn’t already given you your money’s worth with version 1. If we, as discriminating users, want to continue to have excellent software, we are going to have to pay excellent developers so they can buy shoes, beer, and Pop Tarts. If you’re really hung up on this, think of it as an extended software license to get you through several more years.

Today I paid $20 and bought OmniFocus for my iPhone without blinking. I’m not trying to be heavy handed about this but we all have an interest in a software model for productivity apps that involves paying an honest price for honestly good software.

Summary

There’s been a lot of speculation that the uniform nature of Apple’s own iOS 7 apps foretold a future where all apps look the same. OmniFocus 2 disproves this. This app does look distinctly iOS 7 but at the same time, is quite noticeably different from the Apple applications. In summary, this redesign reflects a developer that used its own product for several years. It removes friction from the previous design and gives the user something that just flows easier. I’m looking forward to several more years of OmniFocus on my iPhone.