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 |
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."
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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.
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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=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. |
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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