by Jason C | Jun 12, 2022
Create Your Templates List Create a Tag called TEMPLATE. Creating Templates Here are the steps for making and using templates: Create the Template. Create a task with a good name, followed by the first step: New Prospect / Record info in contacts list Next Steps....
by Jason C | Jun 12, 2022
In Omnifocus, tasks automatically leave the unprocessed list as soon as they are processed. Your unprocessed list is the list of all actions without a context. Because you have to assign a soft date and a major context to every task, they will leave the list when...
by Jason C | Jun 12, 2022
In Omnifocus, future next steps are entered in Notes: Click task. Click inspector sidebar (upper right). Enter texts in the Add a note field (inspector sidebar). Click anywhere outside the inspector sidebar.
by Jason C | Jun 12, 2022
In Omnifocus, use the hard date (Schedule date) like a reminder for must-do tasks, because you will see those tasks in your daily review.
by Jason C | Jun 12, 2022
Click details for instructions on quickly converting email into tasks.
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