Set up the Recent Tasks List

Choose a Recent Tasks list method and make sure it is easy to access, with a single click, without defining search terms each time. If you need to define and save a custom view, do it now and name it “Recent Tasks”.

Set Up the Weekly Review List

Choose a Weekly Review list method and make sure it is easy to access, with a single click, without defining search terms each time. If you need to define and save a custom view, do it now and name it “Weekly Review”.

Monthly Reviews

Here are the steps for your monthly review: Click (left pane). Click Someday tag. Go through the list and evaluate the tasks you now want to do.

“Hotlist for Daily Reviews”

To access Hotlist in Omnifocus: Click (left pane). Click Past. and Click (left pane). Click Future. tasks with overdue due dates are listed in Past, tasks with future due dates are listed in Future, and tasks with due date of today are listed in...