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43Folders.com is Merlin Mann’s website about finding the time and attention to do your best creative work.

Getting ready for OmniFocus

(Disclosure: I am a contributor to the OmniFocus project)

According to OmniGroup, about 2,500 people are now participating in the “sneaky peak” beta of OmniFocus, and new folks will continue to be added as capacity for support allows. But even if you’re not yet using the app and are just waiting to get your hands on a finished version, it’s not too early to start thinking about making a smooth transition from wherever you are now.

Moving your world of action into a new application is like moving into a new house (and can be almost as stressful). This is your chance to throw away crap, rethink how you’ve been doing things, and just give yourself a fresh start. So before you ever fire up OmniFocus for that first time, do yourself a favor and get sorted out with your current system first. Believe me, you’re much more likely to handle this well before the temptation of having the app in your hands sends you diving into using it full-time.

In short, I recommend you start by conducting a thorough review that’s focused on bringing all your tasks and projects up to date and in line with reality.

  • delete or archive all the crufty tasks and projects that you’ve finished or that you never really intend to do
  • carefully review all remaining items to ensure that each is still timely, well-defined, and worthy of your attention
  • tweak next actions to reflect true physical tasks that you really plan to complete (related to all three of these: Does this “next action” belong someplace else?)
  • look over all your contexts and consider deleting or combining any items that are more taxonomically satisfying than functionally useful (related: Simplify your contexts)
  • if you’re using an electronic system, including Kinkless, definitely make and retain multiple recent backups just to be safe

But, whether you’re moving from Kinkless, paper, or what have you, when you’re finished with this preparation, you should have a completely up-to-date and actionable dashboard of your near-term activities.

Remember, it’s garbage in, garbage out with this stuff, so be sure you’re starting out with as little crap as possible. And, honestly? If you feel your current system has way more trash than treasure, you might (carefully) consider starting over from scratch once OmniFocus arrives. Whatever works for you.

In my opinion, OmniFocus works because it helps enforce several habits that have been shown to help people succeed with making a personal productivity system that works and that sticks. Still, it’s not a magic wand. Like any tool, it’s only as useful as the hand that wields it.

In my next post on OmniFocus, I’ll go over what I consider to be some best practices that come out of my own experience using OmniFocus for a couple months now, including how to avoid fiddling, how to not get wrapped up in taxonomy, and, how to stay focused on action.


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Matthew Cornell's picture

Regarding Liz's comment, the standard...

Regarding Liz’s comment, the standard GTD wisdom is that dates apply to projects and the waiting for list. All other date- or time-sensitive action or information should be in your calendar. About the repeating action, I wonder whether a list-management tool like OF is the right place for it. Most people use their calendars for this, either repeating appointments, or time blocks. Just my 2c!

joecab's picture

When OF finally makes its...

When OF finally makes its way to me (with my luck, the day before its official release), I’m going to be starting from scratch without doing an import. I’ve got enough stale tasks sitting around that it’s a good excuse to sit down and do a total review, cutting and pasting between kGTD and OF. I do the same when I buy a new computer rather than simply importing everythiong from my old system.

Maybe it’s just an anal thang…

Merlin Mann's picture

@Barry et al.: No, I...

@Barry et al.: No, I have no problem at all talking about iGTD. I actually like it a lot:

http://www.43folders.com/2007/04/08/igtd-quicksilver/

In general? In the interest of my sanity (and in maintaining a reasonable signal to noise ratio) I don’t try to cover every GTD app for the Mac that comes out any more (and there are a LOT of ‘em these days). I do look at most of them at least twice, and then try to focus on the ones I consider the strongest. Totally subjective, I’m afraid. Thank God there’s about 5,000 other tip-shoveling “life hack” sites who can help pick up the slack. ;-)

But yeah, FWIW, I think iGTD looks really swell. And you can’t beat the price.

Also, I’ll let the cat out of the bag just a bit to say 43f has a nice treat coming soon for fans of iGTD. So stay tuned.

Merlin Mann's picture

Oh, also, please don't worry...

Oh, also, please don’t worry about hurting my feelings if OF doesn’t work for you, either in theory or practice. Seriously. But conversely I hope I can be forgiven for not being importuned into “selling” OF over any other tool. It’s a weirdly personal decision, this stuff, and there’s no right answer for all folks, all the time. It’s like arguing over condiments.

That said, I’ve selfishly tried to push every feature that I need into OmniFocus, as has, if I may say, Mr. Schoonover. We’ve held our positions in innumerable (innumerable!) friendly Talmudic debates over GTD and not-GTD, and so far, for myself, I’m pretty happy with where things are headed.

Finally, if you have feedback of any kind for the OmniGroup folks, you totally should share it with them. It’s hard for me to imagine a group of people that’s more open and responsive to what their users ask for. It’s actually kind of astounding to watch. I could never be that good a listener. :-)

(Disclosure: I like OG, I contribute to the project, they’re friends of mine, etc., etc., YMMV)

Derek's picture

good points as usually ...

good points as usually

Vincent's picture

The problem with starting from...

The problem with starting from scratch is that there are so many systems out there that require you to REstart from scratch. In the end, you feel like you’ve accomplished nothing at all.

I’m not criticising Omnifocus, I love the company, but if they want to make something really useful it would be something like an importer from existing apps and an easy exporter to other apps. After all, one of the the core-principles of productivity is efficiency. So far, that’s a quality that I’ve missed in all current productivity-apps.

TomK's picture

I'm using iGTD. It...

I’m using iGTD. It works alright, and new features are coming out. I really like the Omni products I’ve used, though, and would consider switching. How is OmniFocus different from / better than iGTD?

Greg's picture

Merlin: I'm glad to be somewhere...

Merlin:

I’m glad to be somewhere in the queue for OmniFocus, sounds like a great product. Over the last few months I’ve been happily using iGTD. Can you take a few minutes to compare/contrast based on your experience with both.

Greg

Barry's picture

Have you looked at iGTD...

Have you looked at iGTD from a very clever programmer? And now it is free.

http://bargiel.home.pl/iGTD/

I believe it is much better than Ethan’s scripts or the look and feel of OmniOutliner Professioinal.

Sergio Mora's picture

Taxonomy : Somewhat a critique...

Taxonomy : Somewhat a critique to Schoonover’s way of organizing things? I’ve seen the screencasts and I got to say that he has a “lot” of folders in his projects pane.

For the people like me, who does not have the oportunity of testing OmniFocus (I would love to like I tested OO3), I hope you talk a little about printing to index cards, and how to set up a system just based to be synced with index cards (I mean, physically and in the mind). I think that the index card thing is successfull because it is a way of thinking.

I got always an index card on my desk showing me just my today actions, or actions for a specifical context (for example @calls and @email). This is just so good because it’s like an abstraction of what you can do and got to do in a certain time. Index cards help to having always the “big picture” of whatever you got to do. When I use apps like iGTD or kGTD, I just feel lost between a flow of information and the system itself overwhelms me.

A feature I would like to see, finally, is keyboard strokes… for example “c+” (like in Google Reader for labels), a way of fast switching to a context to another, and so, having fast knowledge of your contexts and next actions. Maybe some kind of script like “export context to sticky note”, who passes for example your “@calls” to a Stickies note, would be nice for achieving what I described as an index card way of thinking and acting. The idea is how to pass from complexity (a GTD system must support complexity) to simplicity, because I’m a little bit persuaded that human brain acts always simple.

About Merlin Mann

Merlin Mann's picture

Bio

Merlin Mann is an independent writer, speaker, and broadcaster. He’s best known for being the guy who started the website you’re reading right now. He lives in San Francisco, does lots of public speaking, and helps make cool things like You Look Nice Today. Also? He looks like this, answers questions, and has something like a life.

Merlin’s favorite thing he’s written recently is a short essay called, “Better.”

 
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