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How to deal with delegated or "waiting for" actions Thread Tools Search this Thread Display Modes
I have a context PEOPLE with adequate subcontext according to the people I work most with.
YET this I use for actions I do TOWARDS them.
What about items I am waiting for FROM them?
I just might do the same yet THEN I will have to handle 2 separate context menus when I for example meet them:


ANY comment / idea / suggestion most WELCOME

tyia

marcussommer@me.com
 
Marcus, welcome to the forums! I'm going to move your post to a thread where there was a recent discussion of the approaches you can take for delegated actions. Hope this helps!
 
Hello everyone. While it initially did not seem natural to assign a context of Waiting on and a person's name to items or projects; I forced myself to use this strategy and I have found it surprisingly effective. With a few clicks I can locate any items I'm waiting to hear back on by my direct reports or other people. The context view shows everything for this individual including things due soon, overdue and just assigned. It makes for very productive face to face or telephone conversation with individuals. It is ideal for one to one review with direct reports.
 
Quote:
Originally Posted by keone View Post
I have a [single] "Waiting For" context setup in my context lists.

So, let's say that I have an action with a "Phone" context. I make that phone call on the prescribed date, but now need to wait for something back from the person I called in order to move the project forward. I briefly write down a summary of the call in the note section under that "Phone" action, and then change the context to "Waiting For" with a due date of, say, three days out.

Now, three days later when I'm in context view I can readily see that a red badge next to my "Waiting For" context indicates that I have one item due. I click on the "Waiting For" context, and there it is, a recap of that phone call of three days ago. Since I haven't yet received whatever it was I was waiting for,

I now have three choices: a) Call that person to follow-up; b) Bump the due date forward another two or three days; or c) Ignore it and let the action sit there in red until I do something with it.
This is how I am going to deal with it from now on. I hate having overdue actions with a @waiting context. I'll start bumping the date out. One thing I'm struggling with is projects:

Web Design Project
1. Input content
2. Send Sample
3. Upload

That's very basic, but when I lay out a project, I want to have every action with a start and due date. If I have #1 with a due date of tomorrow and #2 a due date of Saturday and #3 with a due date of Sunday, when I can't take action on #1 b/c I've not been sent the content yet, I end up having to bump everything back b/c if I dont, the due dates will be wrong. I am using sequential tasks here. Any advice here?
 
Use Dan Byler's Defer script: http://bylr.net/files/omnifocus
Defer will change the dates for multiple items simultaneously, and is great for things like adjusting the remainder of a project when a delay strikes.

Also, don't put on more dates than necessary, especially due dates. A start date on each action isn't really necessary in a sequential project unless you are not willing or able to start on an action before the start date.
 
So basically leave the 2nd action no start/no due and when I complete the first action, decide when it starts/is due? Wow, that makes a ton of sense and I really dont know why I never thought of that
 
Has anyone come up with an easy method of emailing OF tasks with notes to colleagues? While I have a good method of tracking delegated tasks within OF, it would be a huge timesaver to be able to export an individual OF entry (with notes) to my email client (or any kind of text/report) and send it straight to the colleague that I need to chase for an update.

Thanks
 
Schnack, one of our support ninjas recently created something which may be helpful to you. He put together a web form which uses Javascript to make a clickable "add this action to OmniFocus" link you can email to other folks.

Hope that helps!
 
Quote:
Originally Posted by whpalmer4 View Post
Ken has stated that 2.0 will support putting individual actions on hold.
YES! I was just coming to post about strategies for "waiting for..." and saw this sticky thread. The "Waiting" context is a good workaround but actually being able to just put individual actions "on hold" with a perspective/view for everything "on hold" grouped by project is ideal in my opinion.

Great to see this will come one day.

I think the strategy people have stated about different context per-person they are waiting on is interesting but I work for an 18,000 person company and unfortunately I wait for a TON of different people. I think it would make my omnifocus far too complex.

Ultimately, i wish putting an individual action "on hold" would also bump the due date a week (with a global preference to set what that bump is). That would be awesome and convenient enough to use regularly.
 
While I'm not sure that this aligns with the GTD methodology, the way Things has implemented meta-tags is really helpful in this regard. I work in Omnifocus because the cloud sync is functionality I need desperately for my workflow, but that's a great example of how this can work. During my capture sessions or throughout the day as I capture todos, it's incredibly useful to attach to a context - a large deliverable/project for example - and also tag with a resource. Then when I'm chatting with the resource I can bring up projects and filter by tag or filter by tag and view by project, etc. I would love to see this in OF
 
 


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