The Omni Group
These forums are now read-only. Please visit our new forums to participate in discussion. A new account will be required to post in the new forums. For more info on the switch, see this post. Thank you!

Go Back   The Omni Group Forums > OmniFocus > Applying OmniFocus
FAQ Members List Calendar Search Today's Posts Mark Forums Read

 
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.
 
 


Thread Tools Search this Thread
Search this Thread:

Advanced Search
Display Modes


Similar Threads
Thread Thread Starter Forum Replies Last Post
Creating children tasks for OF on iPhone imlad OmniFocus for iPhone 3 2010-07-26 12:41 PM
Describe To Me How You Deal with Daily Reoccurring Actions? HappyDude Applying OmniFocus 6 2010-01-05 01:08 PM
Can I Create a COLOR for "Reoccurring Actions?" HappyDude OmniFocus 1 for Mac 1 2009-07-31 03:25 AM
Reoccurring project folder maysjp OmniFocus 1 for Mac 4 2008-12-16 08:39 AM
Reoccurring actions mr. k OmniFocus 1 for Mac 1 2007-11-18 08:29 PM


All times are GMT -8. The time now is 05:57 PM.


Powered by vBulletin® Version 3.8.7
Copyright ©2000 - 2019, vBulletin Solutions, Inc.