In the past, I have written about my Agenda and OmniFocus workflow. Today, I’m excited to share an update to my Shortcut.
Category: Agenda
My Project Structure for 2020
On the last several episodes of Nested Folders, Rosemary Orchard and I have discussed topics that directly relate to how projects are structured.
Now that Agenda supports both re-organization of sidebar items and the creation of projects via URL scheme (woohoo!), I have aligned my project structure between it and OmniFocus, allowing me to have consistent ways of reflecting reference and action material.
Projects in OmniFocus and Agenda
On episode 12 of the Nested Folders podcast, Actions vs. Reference, I mentioned a shortcut to create projects in both Agenda and OmniFocus. This is awesome, because it allows me to have complementary and align organizational structures for both action/task management and reference material.
The Daily Agenda Journal Shortcut
I had a blast writing about Shortcuts with OmniFocus 3.4 last week, but based on reader Jason Clarke’s feedback, I think it would be good to round out my Daily Journal Shortcut with a bit more detail, as well as a second partner Shortcut that leverages it.
The Boss Review
A weekly status review on projects with one’s boss tends to be part of having a job, and I was recently asked about how I use OmniFocus and Agenda for this process. It was a great question, because it made me think about my workflow so that I am optimizing for both:
- Simplicity – having the right amount of detail and ease of execution
- The audience – making sure my workflow makes it easy for my boss to consume the content I’m offering up
My Agenda Action Workflow
In a previous post, I wrote about my iOS Shortcut that connects Agenda to OmniFocus. With thanks to everyone for their questions, I wanted to follow up with some additional details around how I use the Shortcut and what my workflow is like.
No Commitments Left Behind
I’m a meetings guy. Largely not by choice, but a lot of my work day is meetings.
One of the biggest traps of meetings is that, unless they are very well facilitated (spoiler alert: many aren’t), it gets really easy for agreements or commitments to be made but then later lost or never acted on.
After all, saying stuff is easy.
I’ve found just the right solution to this that works for me, though, and so I wanted to write about it.