#OMNIFOCUS IOS HOW TO#
#OMNIFOCUS IOS FOR MAC#

#OMNIFOCUS IOS FOR MAC#

Evernote Guide - A series of free videos on to help you get up to speed on Evernote, with separate tutorials for Mac and iOS.

Here are some other resources to help you get up to speed with Evernote: If youвЂ™ve never used Evernote before, itвЂ™s recommended that you sign up for a free accountВ and take some time to learn the basics before watching this video.

#OMNIFOCUS IOS HOW TO#

How to create an action inВ OmniFocus for iPhone that links to a specific note in Evernote.

How to make use Classic Note Links to bypass the web version of Evernote on both Mac and iOS.

How to use OmniFocus for Mac to link anВ OmniFocus action to a specific note in Evernote.

In this video, weвЂ™ll focus onВ how to integrate Evernote into your OmniFocus workflows. Evernote isВ available free of charge and a paid Evernote account gives you access toВ additional features and raises the limit on how much data you can add to your Evernote database each month. One very popular place to store things like ideas and project support material is Evernote. Instead, storeВ this information elsewhere and reference it from the notes field of OmniFocus projects, groups and actions as needed. OmniFocus is an outstanding app for tracking projects and tasks, but can easily get bogged down if it is also used as a repository for things like ideas and project support material. Visit the Evernote page in the Learn OmniFocus App Directory to learn more about using OmniFocus with Evernote. Alternatively, press вЊѓвЊҐвЊCВ to copy the app link corresponding to the selected note. ItвЂ™s available under Copy internal link in the contextual menu, that can be accessed by control or right-clicking on a note. Please note that the Copy Classic Note Link commandВ referenced in this video is called Copy app link in Evernote 10 for Mac. I am not sitting in front of my Mac for 98% of my job, so being able to quickly generate a useful client project from my phone is essential, and this is my 'will's' 'way' to solve that problem.Most of the techniques shared in this video continue to work with OmniFocus 3. It's sort of a hack, and would need to be revised within 28 years to push the predicate date back, but it's been super useful for me. The template will be made into a project/action group and deposited in your OmniFocus inbox for assignment to a project or whatever you want to do with it. The workflow will calculate the time difference from your specified 'predicate date' to Janu12:00AM, and apply this difference to all dates in the template. Also, and this is the important part, it will ask me for a 'predicate date.' For my example, this would be the date of the first session with a client. If my template contains anything labelled as ' >' it will offer to replace 'something' with something else. In the process, it will ask me a few questions. From there, I hit 'run workflow' and select my 'OmniFocus Template' workflow. To run the workflow, I go to the template project (or action group) on iOS and select the share sheet. For my example, if something will be deferred to a week after the first session and due right at the third session, that action group in the template will have a defer date of Janu12:00AM and a due date of Janu12:00AM. So, any dates in the template are formatted relative to this one. This will snap to become the specified 'predicate date' later. (I used these symbols because I can easily edit them on iOS without having to look up how to key it in!)Дў) The templates are each deferred to Januat midnight. However, you can store your templates wherever or however you like, as projects or action groups it does not matter.Д«efore getting to the workflow itself, here are two conventions my templates adhere to for this to work:ДЎ) Any variables I'd like to manually specify at the time are bracketed like this (minus the spaces): >. This keeps templates consolidated to an easily accessible project. I keep all my templates as action groups inside of a 'Templates' project at the top level. (This is true enough to work well enough for me, at any rate.) So, once the date of the first session is set, I can then populate the client's project with this template as well.

Once the date is set for a first session, many further actions become available, with various defer and due dates that are relative to the date of the first session. When I get a new client, there are a few steps I need to complete that do not need to be deferred, which I have saved as a template, and can be added to the client's new project. My job as a therapist has me traveling to almost as many sites as I have clients. I've devised a way to go about spawning new projects using templates on iOS using the Workflow app, and wanted to share it with you in case adopting a pre-made solution would be helpful.

Omnifocus ios