2019-08-14 – OmniFocus 3: Beyond the Basics

2019-08-14 - OmniFocus 3: Beyond the Basics

This session picks up where Start Smart with OmniFocus 3 leaves off, introducing more advanced OmniFocus functionality and best practices.

This session, combined with Start Smart with OmniFocus 3, covers most of OmniFocus' features and settings and introduces best practices to support you in making optimal use of OmniFocus. You'll learn to tap into OmniFocus' power and bring ease, efficiency, and consistency to your life and work.

Please note: Some of the features that are showcased in this session require the Pro Edition of OmniFocus for Mac and iOS. More information is available on the Omni Group's website.OmniFocus 3: Beyond the Basics

Session Overview

Watch this session and learn:

  • Efficient Ways to Get Things In and Out of OmniFocus:
    • How to customize the Quick Entry window for maximum ease and efficiency.
    • Quick and convenient ways to create new actions on the Mac that referenced Mail messages, webpages, files, and more using the system-wide “OmniFocus 3: Send to Inbox” Service.
    • A variety of ways to get information in and out of OmniFocus for Mac, including techniques for importing information stored in OmniOutliner and MindNode.
    • How to email tasks into OmniFocus using the Mail Drop services that's included with the Omni Group's free Omni Sync Server.
    • How to use OmniFocus' integrated Share Sheet extension to create actions that reference data from a wide variety of iOS apps.
    • How to create actions on your iPad using OmniFocus' built-in support for Drag and Drop.
    • How to capture actions on your iPhone and iPad using Siri.
  • Efficient Ways to Clarify and Organize Your OmniFocus Inbox:
    • A variety of ways to specify dates on Mac and iOS, including ways to clear and assign dates for multiple items simultaneously.
    • How to use TextExpander to quickly and consistently define actions. Visit the TextExpander page in our app directory to download OmniFocus snippets in English, French, and German.
    • How to customize the Inspector on iOS based on the features that you use most frequently.
  • How to Conveniently Access Key Projects and Actions:
    • How to customize the OmniFocus' built-in perspectives.
    • How to avoid distractions by using the Focus feature in OmniFocus for Mac (Pro).
    • How to create and customize Custom Perspectives on Mac and iOS (Pro). Josh Hughes generously provided a free collection of beautifully-designed Perspective Icons for OmniFocus 3 to supplement the icons that are included with OmniFocus.
    • How to associate tags with a specific location or a search (e.g. “Apple Store”) using your iPhone and iPad.
  • How to Fine-Tune Your OmniFocus Setup:
    • How to optimally customize Preferences in OmniFocus for Mac.
    • How to customize the sidebar in OmniFocus for Mac (Pro).
    • How to fine-tune your Settings in OmniFocus for iOS.
    • How to customize the layout of your home screen on your iPhone and iPad.
    • How to use the Today widget on iOS.
    • How to optimize your use of OmniFocus notifications.
    • How keyboard shortcuts can be used to streamline your workflows on both Mac and iOS.
  • Repeating Tasks and Notifications
    • How to configure projects and actions to repeat using OmniFocus’ flexible repeat feature.
    • How to turn on automatic notifications.
    • How to specify custom notifications.
  • Ninja Tricks
    • A variety of ways to assign defer and due dates using the Forecast feature of OmniFocus for Mac.
    • How to perform a search and replace in the outline view.
    • How to create actions that reference files and folders without switching to OmniFocus.
    • How to extend OmniFocus' functionality using AppleScript (Pro). Visit our OmniFocus AppleScript Directory to download AppleScripts, including the two we featured in this session.
  • And more…

Recommended Prerequisites

It's recommended that you watch Start Smart with OmniFocus 3 before watching this session, whether you're new to OmniFocus or have been using it for years.

OmniFocus was designed with David Allen's Getting Things Done (GTD) approach to productivity in mind. To get maximum value from this session, it will help to have at least a basic understanding of GTD. Visit our Getting Things Done® (GTD®) Resources page for a list of resources, including some short videos that provide a quick and succinct introduction to GTD concepts.