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-   -   Checklist Setup Best Practices (http://forums.omnigroup.com/showthread.php?t=18877)

gtdwannabe 2010-11-11 11:08 AM

Checklist Setup Best Practices
 
Hello Omnigroup community.

I am new to the forum and to OF and I am in the process of setting up my preliminary workflow.

I have read through the forums to see how members are dealing with checklists. Based on my review, I understand the following to be true (please correct me if I am wrong):

1. Checklist functionality does not exist in an elegant way in the current version.
2. A need exists for daily/recurring checklists that refresh as necessary, but that do not clutter one's workflow. A need also exists for non-recurring and other ad-hoc checklists like Travel, Groceries, etc.
3. One solution is to make a single action list and either designate it "on-hold" or "dropped", then duplicate as necessary and make it current.
4. Another solution is to use Curt Clifton's template software either in OF or OO.
5. Abh19 suggested in a post a method of setting up a daily checklist that refreshes automatically each day.

Please let me know what current best practices are for recurring & non-recurring checklists within the OF platform. If necessary, could use OmniOutliner, but not sure if that makes sense for me to incorporate into my workflow.

I am currently leaning to method 3 using "on hold" as I don't fully understand the benefit of marking it "dropped."

Thank you for your help,
gtdwannabe

GeoffAirey 2010-11-12 02:21 AM

I have a recurring daily project with actions, and a separate project with recurring action for tasks which happen less frequently than once a day

amelchi 2010-11-12 09:12 AM

could you be more specific?
thanks...

GeoffAirey 2010-11-13 02:15 PM

[QUOTE=amelchi;88829]could you be more specific?
thanks...[/QUOTE]

Who do you want to be more specific?

amelchi 2010-12-11 01:28 AM

[QUOTE=GeoffAirey;88863]Who do you want to be more specific?[/QUOTE]
you, sorry...
perhaps you can give us an image!

thx

amelchi


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