Sharing my task list with my client
 

I'm nearing the end of development projects for two clients. I have an OmniFocus folder for each client with categorized project tasks.

I just transcribed the remaining tasks for one client into an email report. As I started to create a similar message for the other client, I realized what I really would like to do is automatically generate a report of active tasks in an OmniFocus folder or project.

Print to PDF in Project mode is a approximation, except that it truncates task descriptions, shows the context (which is noise to the client), and doesn't show notes.

Have I missed something better than Print?

Ward,

You can use my [URL="http://www.rose-hulman.edu/~clifton/software.html#SendOF-OO"]Export View to OmniOutliner[/URL] script, which sends the items and their notes over. From there, you can do whatever formatting you need.

Big step forward
 

[QUOTE=curt.clifton]You can use my [URL="http://www.rose-hulman.edu/~clifton/software.html#SendOF-OO"]Export View to OmniOutliner[/URL] script, ...[/QUOTE]
Curt's script is [B]fabulous[/B] addition to OmniFocus. Here's my first cut at a reporting workflow:[LIST=1][*]Create a "Remaining Tasks" perspective.[*]Select a client folder.[*]Invoke "Export View to OmniOutliner" from the scripts menu (which creates a new, untitled OmniOutliner document and fills in the OmniFocus outline).[*]Fully expand the outline (and optionally collapse some tasks).[*]Export the outline in HTML (Dynamic) format into the client's subsite of my website.[*]Upload the new project status page to my site.[*]Call the client and discuss the remaining tasks.[/LIST]There are only two [B]minor[/B] shortcomings of the current process:[LIST][*]Start and due dates don't appear in OmniOutliner.[*]OmniOutliner doesn't export task notes.[/LIST]I'm thrilled!

[QUOTE=Ward;21010][LIST][*]Start and due dates don't appear in OmniOutliner.[/LIST][/QUOTE]

I'm glad you like the script. Exporting the dates is on my list, but I'm in urgent-only mode for the next few weeks/months.