General Instructions for Using Task Views

by | Jun 12, 2022

Most TRO views are built-in with Omnifocus, so you only need to learn where they are. A couple of TRO views require a little setup; these are described in the table below.

Select TRO views by clicking a heading in the left menu. For example, to see the Do Today list, click Flagged.

Here is the complete list of Omnifocus menu headings (left pane, tabs) and the options that matter for TRO. Use this to get acquainted with the different views. Throughout the training, when you see a green underlined view name (like Someday/Maybe list), click it to be reminded .

  • Omnifocus:
    • Do Today list = Flagged
    • Hard Date = Due
    • Hotlist = Forecast (Past and Future)
    • Unprocessed List = Inbox
  • Tags:
    • Someday/Maybe = Someday
    • Major context list = (Major Context Name)
    • Meeting context list = (Meeting Context Name)
    • 1-1 context list = (1-1 Context Name)
    • Action context list = (Action Context Name)
    • Soft Date = THIS WEEK, NEXT WEEK, THIS MONTH, NEXT MONTH