2020-02-19 – Managing Large Projects with OmniFocus 3

2020-02-19 - Managing Large Projects with OmniFocus 3

Learn practical ways to prepare for and manage LARGE projects using OmniFocus and complementary apps. The strategies presented cover both solo and team projects.

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 endeavours 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.

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 into the future.Managing Large Projects with OmniFocus 3

What You’ll Learn

Watch the session and learn:

  • The differences between a large project and a normal project.
  • The basics of the Six Horizons of Focus that David Allen introduced as part of the Getting Things Done (GTD) approach to productivity.
  • The roles that productivity tools, including OmniFocus, play when managing a large project.
  • About the value of creating and maintaining an "idea bank".
  • Practical strategies for clarifying and articulating large projects that you’re taking on individually or as part of a team. Featured apps include MindNode and OmniOutliner.
  • How to use apps such as OmniPlan, Asana, and Trello to manage project components, milestones, and accountabilities. 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 to manage and monitor the big picture of long-term projects without feeling overwhelmed by the scale of the project.
  • How to structure and manage components of large projects using OmniFocus.
  • How to make use of project checklists in OmniFocus to help ensure that nothing falls through the cracks.
  • How to use OmniFocus to make consistent project on large projects, even those that are taking form over several years.
  • How to use custom perspectives to easily access all of the large projects you're managing using OmniFocus.
  • How to create a "Large Projects" perspective that gives you quick and easy access to all of the large projects you're working on.
  • About the advantages of using multiple smaller OmniFocus projects instead of one large project with numerous groups.
  • How to use parallel/sequential action groups within parallel/sequential projects in OmniFocus to control when actions become available.
  • How to use Zapier to automate the creation of OmniFocus actions as tasks are assigned in collaborative apps, such as Asana.
  • About the importance of taking time to celebrate the completion of large projects.
  • 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.