I keep a project that is populated the way that I want, on hold and named Template - whatever. When I'm ready to use it, I right click and choose duplicate and customize the duplicated project.
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Member
2010-02-03, 03:48 PM
I keep a project that is populated the way that I want, on hold and named Template - whatever. When I'm ready to use it, I right click and choose duplicate and customize the duplicated project.
Post 1
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Member
2010-02-03, 04:06 PM
See Curt Clifton's Populate Template Placeholders script for a more powerful template facility. http://www.rose-hulman.edu/~clifton/software.html The template could prompt you for the name of the applicant, etc. and generate a customized project that inserts that information in appropriate spots.
Post 2
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Member
2010-02-04, 10:28 AM
I think you may have just answered another question I had. Correct me if I'm wrong but this would probably also be the best way to 'reset' a project; one which happens from time to time and is always basically the same. (for example, a detailed list of instructions how to turn on and prime a complicated machine, or routine things that should always happen before a meeting with a particular client, etc.)
Post 3
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Member
2010-02-04, 11:00 AM
Yes, I use it for that sort of thing often, pretty much whenever I'm going to have a project that happens again, but not on a predictable schedule (or even one that is predictable, but that OmniFocus doesn't currently support with its repeat options).
There are a few problems that pop up which only admit to clunky solutions at the moment. One is making a template for where you want something to be due (or start) a fixed period of time after something else takes place, but you don't know when that will be. For example, you might want to put a time limit on taking some action after one of your applicants contacts you. This isn't limited to templates, but I most often encounter it there. I end up having to stick in actions like "set due date of action XYZ to +90 days" and hope that I don't overlook it for too long. If you think that the ability to specify a date relative to the completion of the previous action would be of use to you, use Help->Send Feedback to let Omni know.
Post 4
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Member
2010-02-06, 10:28 AM
The other issue you bring up which I have not adequately figured out are the "if-then" and "if-not" statements.
I tried to do it as an exercise, though I think I'm making it far too complicated, since you have to actively delete branches as part of the process. What do you think? ... (This uses the template method mentioned by whpalmer)
Post 5
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Member
2010-02-11, 12:16 PM
forgive me for not getting back to you. This looks pretty good. I'm only now getting to it but I'm going to give it a try. I think it's going to work! Thanks so much for taking the time on it!
Post 6
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Member
2010-02-11, 12:30 PM
Just a musing... Do you suppose there is a way, instead of using a template, to use a single project in which the applications (literally the email or copied text) could each make their way through the branches/stages of the project. In the end, the promising applications would ultimately all land in a "filed for future" branch?
Post 7
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Member
2010-02-13, 11:02 AM
Let me know how it works out for you. I'm not sure what you're aiming for with the single project - you could put all of the Projects in a single Folder. That may work well for keeping things filed well. Otherwise, I don't know how I'd do things differently.
Post 8
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