I like to see all 3 of them at all times so I can add to them from this perspective and skip the inbox. (For instance, without the -, the calls and texts tags wouldn’t show. I have the "- symbol" in each section because I haven’t found a way for the perspective to continue showing the tag when all of its available actions are complete. In the next photo, you’ll see how this is set up. It is set up to show anything tagged with Calls, Slack, and Texts. I found myself not really using the Anywhere context, so I created this “Phone view” to show me anything I can do at a smart Phone. I like them in this order for how my brain works. They just show that context by itself on a simple, clean list. Makes the Weekly Review really fun.Īgendas, Waiting For, Office, Home, Errants, Someday/Maybe, and Tickler are all flat lists. Weekly Use - I use this perspective to quickly scan all contexts and review with ease. I just like the name Contexts better! I can easily view the original Tags page by clicking Perspectives > Tags (which I need to do sometimes).ĭaily Use - I occasionally scan this during the week, but this context is really just a “master view” of all next actions. This way, I can see all of these lists at a quick glance. I like to think of these areas as my Contexts, not tags! So I created a new perspective that displays all tags. When OmniFocus changed their terminology from Contexts to Tags, I was disappointed. Next, I have a perspective called Contexts.
Gtd omnifocus 2 setup guide pdf professional#
I like to keep a flat list of all things professional and personal that I’m working on at the Level 1 horizon. I usually start all of my projects with a keyword or acronym. I keep it at the top of my list because I like to work from my Projects list to trigger next actions. This is not the default Projects view that is built-in to OmniFocus. This is the purest form of the Projects term for GTD - the Complete Projects Desired Outcomes List. The first custom perspective I have is called “ Projects.” This view displays all items with the TAG Projects. I’m also following a lot of the foundational instructions in that guide like using the “-“ and viewing projects as “Remaining.” The Forecast Perspective is built into OmniFocus and you can learn more about that in the official GTD set up guide. I need to change the color of that Tickler icon! It looks better in dark mode
You can see them on the left side of my screen here: All perspectives are saved to the cloud and show up on mobile as well. To get them to show up on the sidebar and set up customized icons, click Perspectives from the Menu Bar and click the “star” on the right.
Gtd omnifocus 2 setup guide pdf series#
Using the Pro-level subscription, I’ve set up a series of perspectives that work really well for my daily flow. If you’ve been turned off by OmniFocus, this approach may help you see it from a different perspective!
After reviewing the official GTD set up guide and watching David Sparks’ course ( ), I customized OmniFocus in a way that works for me, my brain, my daily actions, and workflow. I want to share my current OmniFocus set up with you for inspiration.
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