Hi
I've been trying to use Omnifocus in my law practice for quite a while but it's been a bit unsuccessful. I finally decided to try and actually ask for help (which i guess i should have done long ago).
The workflow basically looks like this.
I have a number of clients. So far I have been making every client a "project" but that doesnt seem to work so good. My issues are with the sequential versus parallel workflow. For a particular client there can be tasks which should be sequential and tasks that are not. Since you cant nest "sub-projects" to a project this means my client can only be one or the other. I finally figured that peraps I'm doing it wrong maybe each client should simply be a folder which in turn has various "projects" depending on the client. But if I use folders then in my perspectives I cannot see which client a particular task applies to unless I also add the client name to the project which seems a bit strange.
The there are "perspectives". I tried changing a client project to sequential but my perspective still shows all tasks and not the one at hand. My perspective has the following settings.
grouping = ungrouped
Sorting = start
Avilability = Remaining
Status filter = Any Status
Estimated time = Any duration
So why are tasks that are nr 2 in the sequential order still being displayed in my perspective?
Another question is - can I affect the color of an item? I'm thinking that if I have something that has to be done and I have done it and handed it to my secretary for some final activity, I would like the task to change color so that I know I have done my bit but I still can keep an eye on it to make sure the secretary does her bit? Changing to a certain color could work so when they for instance are yellow I know I have done my bit but that I still have to keep tabs on the secretary doing her final bit.
If there are any fellow lawyers then it would be great to get some feedback, but even if you arent a lawyer Iäd like feedback on these questions.
I know all of this is basic but Omnifocus is sometimes hard to grasp.
Thanks
I've been trying to use Omnifocus in my law practice for quite a while but it's been a bit unsuccessful. I finally decided to try and actually ask for help (which i guess i should have done long ago).
The workflow basically looks like this.
I have a number of clients. So far I have been making every client a "project" but that doesnt seem to work so good. My issues are with the sequential versus parallel workflow. For a particular client there can be tasks which should be sequential and tasks that are not. Since you cant nest "sub-projects" to a project this means my client can only be one or the other. I finally figured that peraps I'm doing it wrong maybe each client should simply be a folder which in turn has various "projects" depending on the client. But if I use folders then in my perspectives I cannot see which client a particular task applies to unless I also add the client name to the project which seems a bit strange.
The there are "perspectives". I tried changing a client project to sequential but my perspective still shows all tasks and not the one at hand. My perspective has the following settings.
grouping = ungrouped
Sorting = start
Avilability = Remaining
Status filter = Any Status
Estimated time = Any duration
So why are tasks that are nr 2 in the sequential order still being displayed in my perspective?
Another question is - can I affect the color of an item? I'm thinking that if I have something that has to be done and I have done it and handed it to my secretary for some final activity, I would like the task to change color so that I know I have done my bit but I still can keep an eye on it to make sure the secretary does her bit? Changing to a certain color could work so when they for instance are yellow I know I have done my bit but that I still have to keep tabs on the secretary doing her final bit.
If there are any fellow lawyers then it would be great to get some feedback, but even if you arent a lawyer Iäd like feedback on these questions.
I know all of this is basic but Omnifocus is sometimes hard to grasp.
Thanks
Last edited by consiglieri; 2012-10-30 at 12:40 AM..
Threaded Mode