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 > OmniPlan > OmniPlan General
FAQ Members List Calendar Search Today's Posts Mark Forums Read

 
Archiving Tasks Thread Tools Search this Thread Display Modes
I run a small CPA firm and my project is the whole year with each task being a client. Then sub-tasks represent tasks for a particular client. For example, early in the year it is to clean up their accounting, then issue Forms 1099, then meet with client for tax interview, etc.

First, is there a better way to structure this?

Second, when I am done with a task or task is there a way to move it to some archive file?

Thanks,

Steve
 
Just a suggestion: you may not want to archive. You may just want to export the finished year with that client into a PDF for their file. This might also help for various legal reasons & it should make next year easier to set up for them. As you mark the "sub-tasks" as you say, "100% complete" it should track that for you and show you where you are with that client.

About the template: just create a generic series of events (be sure you specify the dependencies, efforts, costs, etc). Then go to File : Save As Template. You can either use it as a template or copy/paste it under a "group" that you are using as a "client".

I hope that helps.
 
 


Thread Tools Search this Thread
Search this Thread:

Advanced Search
Display Modes


Similar Threads
Thread Thread Starter Forum Replies Last Post
Archiving in OF2? DrJJWMac OmniFocus 2 for Mac (Private Test) 3 2013-04-15 02:26 PM
Archiving used maaku OmniFocus 1 for Mac 2 2009-11-25 06:24 AM
When should I consider archiving? Ward OmniFocus 1 for Mac 1 2009-10-30 04:42 AM
Archiving rogbar OmniFocus 1 for Mac 1 2009-07-16 09:31 PM
Formatting (after archiving) Rolf_schmolling OmniFocus 1 for Mac 3 2007-09-25 12:39 PM


All times are GMT -8. The time now is 03:07 PM.


Powered by vBulletin® Version 3.8.7
Copyright ©2000 - 2017, vBulletin Solutions, Inc.