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Help please... reoccurring bookkeeping tasks with children/grandchildren Thread Tools Search this Thread Display Modes
I need help making some reoccurring tasks reoccur. :o)
This is what I have done...

I have a Project called Bookkeeping.
Inside this Bookkeeping Project are children... Paypal Transactions, Cash Payments, Mileage, Visa
These children have a list of grandchildren. ;)

Project Bookkeeping:
-1st child above- (Paypal Transactions)
(task) Download Paypal transactions into QB
(task) Enter Order numbers to ALL Paypal Transactions inside QB
(more tasks....)

So I have 4 Children under my Project Bookkeeping, each with Grandchildren.

Some Children must be repeated monthly, some weekly.
Some Grandchildren should be done sequentially and others parallel.
Some Grandchildren could take a week to complete.

I'm not sure the best way to set this up in OmniFocus.
I don't want my due list to be FULL, but at the same time I need to see what I need to do.

Maybe Perspectives would help?
But each entry needs to have a repeating going on... Due or Start?
I use Flagged or Due for my main working Perspective during the day so I tend to use Due instead of Start with tasks...
I don't notice things that are just starts.... maybe that is my problem. :o)

Any suggestions? ALL suggestions are *greatly* appreciated!!
Thank you very much in advance.
I do something similar only I have a Folder for your Bookkeeping and Project for Banking, Manage Paystub, Investing. It is actually a sub-folder in a folder called Homeowener; you might use that layer of hierarchy if it would help to have all these tasks grouped but not at the top level. You would have Projects called Paypal, Cash, Mileage, Visa... This would allow each of your Projects to have their own clock and the Actions (your grandchildren) could be group and sorted with parallel/sequential settings as needed.

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