Those brackets are probably buried somewhere on the keyboard, using a modifier key. I had to copy and paste the brackets («) from a sample document in order to get the workflow to work.
Omnifocus forums how to#
The forum post gives you information on how to go deeper, including the use of defer dates, flags, notes, and more. My example only specifies the project name, some due dates, and the context. There’s a post in the OmniFocus forums which spells much of this out.Here’s what I see in OmniFocus, from the sample information I input in the above screenshot: When I hit the “Done” button at the top right of the input window, OmniFocus automatically opens. I have to manually take that information from a Case Management Order, and plug it into the form. Note that when the window first appears, all the data in blue text in the right half of the window (the actual client name and the various dates) are blank. The following window then pops up in Editorial: Whenever I get a new Case Management Order, I will hit the little wrench icon at the top right of Editorial, and pick “New OmniFocus Project” (that’s the Editorial Workflow I mentioned above). I figured I’d aim for the lowest common denominator, and add actions manually in OmniFocus for more complex cases. Some complex cases will have more deadlines. This is the template that I will use every time I need to enter dates from a Case Management Order. The various references tell the workflow to prompt me for the due dates of the different tasks. The words : Case Management Deadline)” tell the workflow the name of the context to use in OmniFocus. In my document, «ClientName» tells the Editorial workflow to prompt me for a client name. Basically, anything you see either surrounded in brackets, or following an symbol, passes information to the Editorial workflow. I pieced the document together using a post in the OmniFocus forums.
Omnifocus forums install#
I first needed to install this Editorial Workflow, which is a workflow to send TaskPaper-formatted documents from Editorial to OmniFocus.Īfter installing that workflow, I created the following Editorial document: I started with Editoral for iOS, creating a TaskPaper-formatted document. Getting those deadlines into my trusted system would be a big help. Every civil suit filed in my county ends up with a unique case management order, which for many lawyers has resulted in pages of deadlines we have to monitor and manage on a regular basis. I quickly hit on the answer – getting our county’s case management deadlines into OmniFocus. I decided to find an activity in my work life that I repeat with some frequency, and see if I could use automation in OmniFocus to make it easier. This was irresistible for me, so I dove in, albeit at a very basic level. That version dramatically improved automation in OmniFocus for iOS, adding support for two-way communication with other iOS apps. The Omni Group released a new version of OmniFocus for iOS yesterday.
You can find the updated template to download, along with an explanation, in this post.
Omnifocus forums update#
UPDATE (): I’ve updated this template to calculate defer dates, add flags to tasks, and make the project parallel instead of sequential.
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