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Join us for engaging, interactive LIVE sessions that support you in using OmniFocus and complementary apps effectively and efficiently. Learn OmniFocus Office Hours sessions are conducted in small groups (maximum 10 people) and are not recorded. We also offer Private OmniFocus Coaching & Consulting.

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A membership gives you full access to all of our content and allows you to join sessions that centre around themes and workflow guests. You’ll also be able to participate in Learn OmniFocus Office Hours, highly interactive video-conferenced sessions in small groups (maximum ten people per session).

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Managing Large Projects with OmniFocus 3

February 19, 2020 | 10:00 am - 11:30 am (Pacific Time)


Learn OmniFocus Membership Required — You need to be an active Learn OmniFocus Member to register in this live session. Join today to get instant access to live sessions and members-only content.

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Learn how to bring large projects from concept to creation using OmniFocus and complementary third-party apps.

Large projects can span weeks, months or even years. They may be something that you take on personally (e.g. completing a university degree) or as part of a team of people (e.g. building a house or introducing a new product line at work).

It’s important to have a strategy for taking on these major endeavors and a solid system to help keep you on track. Otherwise, procrastination will likely kick in and the project will end up taking much more time and energy than is necessary.

Session Overview

This session takes you through the process of bringing large projects to fruition using OmniFocus and complementary third-party apps.

We’ll cover the full project lifecycle, everything from the initial project planning to managing the details of the discrete actions that contribute to the ultimate outcome.
Managing Large Projects with OmniFocus 3
We’ll also look at how OmniFocus fits into the picture if you’re working on the project as part of a team. And you’ll learn some practical strategies for staying engaged and motivated, even when the finish line is far off in the future.

What You’ll Learn

Attend the LIVE session and learn:

  • Practical strategies for approaching large projects that you’re taking on individually or as part of a team. Featured apps include MindNode and OmniOutliner.
  • How to manage and monitor the big picture of long-term projects without feeling overwhelmed by the scale of the project.
  • How to structure large projects in OmniFocus.
  • The advantages of using multiple smaller projects instead of one large project with numerous groups.
  • How to make use of project checklists in OmniFocus to help ensure that nothing falls through the cracks.
  • How to use parallel/sequential action groups within parallel/sequential projects to control when actions become available.
  • How to conveniently use complementary apps alongside OmniFocus to store and reference project notes and research. Featured apps include Apple Notes and Evernote.
  • How to use OmniFocus with team collaboration apps, including Asana and Trello. While these apps are designed to be used in team environments, they can also be very helpful for keeping track of large projects that are being taken on by individuals.
  • How OmniPlan can be useful for tracking timelines and dependencies and ways of using OmniPlan alongside OmniFocus.
  • And more…

Recommended Prerequisites

It’s recommended that you watch Start Smart with OmniFocus 3, whether you’re new to OmniFocus or an experienced user. In addition to showcasing OmniFocus’ features on Mac, iOS/iPadOS, Web, and Apple Watch, this session provides a review of best practices and recommended conventions. Also check out OmniFocus 3: Beyond the Basics to delve further into OmniFocus’ feature set. Among other things, you’ll learn how to create and edit perspectives on both Mac and iOS/iPadOS (Pro Edition).

This session builds on material from Practical Focus with OmniFocus 3. While key concepts will be reviewed in this session, it’s recommended that you watch this video ahead of time to get the most value out of topics covered in Managing Large Projects with OmniFocus 3.



Learn OmniFocus Membership Required — You need to be an active Learn OmniFocus Member to register in this live session. Join today to get instant access to live sessions and members-only content.

Already a member? Click here to login.