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-   -   Templates (http://forums.omnigroup.com/showthread.php?t=16538)

RossA 2010-06-19 11:10 AM

Templates
 
Hi,

I'm fairly new to Omnifocus and trying to use it more powerfully to support a new job that I now have. I have a question that I hope someone will be able to answer:

Having set up a project for Recruitment with all the actions that I need to go through to recruit a new member of staff I would like to save this as a 'template'.

That way, when I next need to recruit a member of staff, I can just call on the 'recruitment' project and the full list of actions, will pop up with contexts ready for me to just add dates.

I hope that makes sense.

Thanks

Andy

CatOne 2010-06-19 05:54 PM

Just create the project and set its status to "on hold." Then when you want to create a new one, duplicate the project and set the duplicate's status to "active."

whpalmer4 2010-06-19 08:06 PM

For a somewhat more powerful approach, see Curt Clifton's Populate Template Placeholders script at [url]http://www.rose-hulman.edu/~clifton/software.html#PopTemp[/url] -- templates that can take arguments at creation time. For example, you could have your new staff member's name be inserted automatically in all of the relevant actions.

RossA 2010-06-23 10:43 AM

Thanks for the suggestions. Using the On Hold method I still end up with a copy of the recruitment process in my Library / projects. Can I hide the 'on hold' tasks?

Thanks

Andrew

CatOne 2010-06-23 11:54 AM

[QUOTE=RossA;79064]Thanks for the suggestions. Using the On Hold method I still end up with a copy of the recruitment process in my Library / projects. Can I hide the 'on hold' tasks?

Thanks

Andrew[/QUOTE]

Yes. Via a perspective. Show projects that are active.

timnorman1 2010-11-12 02:22 AM

I'm looking to set up Omnifocus so that every new task has this:To do

Have done

Said 'yes'

Said 'no'

Any suggestion on how do this

Thanks

Tim


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