This is typically what someone would consider their “bigger” review out of the two or more types (daily, weekly, quarterly, annually) they may schedule.įor context, here’s a screen shot of my recurring set of Weekly Review tasks in OmniFocus. Unlike my daily review, which involves clearing my inbox, checking Waiting For tasks and agenda items, and prioritizing the days tasks, the weekly review is much more involved. I’m going to walk through what I do during this ritual in hopes that it helps others who are trying to improve their personal processes. All of these steps work together to guarantee the highest probability that the practitioner is working on the right things at the right times and in the right places, and - equally important - not working on what they shouldn’t be. This critical ritual involves the practitioner ensuring that inboxes are emptied, reviewing his or her lists and making necessary adjustments to projects and tasks so that contexts, priorities, next actions and other elements are accurate. Inarguably, one of the most important pieces of the GTD methodology for time and task management is the weekly review. Just imagine where I’d be if I were still storing all this stuff to do in my head. Overall, my GTD system has 62 projects and 2,308 tasks. In the end, my goals comprise 21 projects and 550 tasks. Now I just have to find time to get these goals completed this year!
I’ve been building out my goal descriptions, motivations, etc., in the notes of the goal-related project in OmniFocus and while it’s not particularly pretty, I’m OK with it. Honestly, I can’t see putting effort into reintegrating it with my process at this point. So I finally dropped Evernote from my goal planning process. And Evernote won’t allow you to paste a deep-link URL into one of its notes you get an error saying links must start with http or https. Evernote doesn’t register the deep-link URLs that it creates when you copy an “app link” so MacOS has no idea what to share them with. Making changes in one that requires related changes in the other is common and this saves me time. Some of the things have been reintroduced in smaller releases since then, but some of the more necessary ones are still lacking.įor example, I put a link to the OmniFocus project in Evernote and a link to the Evernote goal document in the related project notes in OmniFocus.
#Omnifocus 3 plans 2019 update#
They released a major update that dropped a lot of functionality that users depend on. Then Evernote decided to suck earlier this year. The notes section of an OmniFocus task are just text. Also, I can paste an image or a flow diagram or whatever into it and know it will render in a way that makes it easy to use for reference. Why not cut out Evernote? Well, I didn’t do that because I like the goal planning template I designed for goals in Evernote and the table-based formatting for things like project parameters, regular checkpoint notes, etc. I’ve never liked this approach because it requires having Evernote, OmniFocus, and a calendar open while migrating changes made in Evernote to OmniFocus and vice versa. But I used Evernote for my monthly goal reviews (not my monthly GTD reviews - those happen in OmniFocus - these are actually just review/evaluation of goal progress) and to make adjustments to metrics, status, etc.
Finally, I add the goals to OmniFocus and start creating the tasks to complete them.īecause I use OmniFocus as my GTD system, all task management happens in that application. I also break them down into sub-goals if necessary, though I found myself avoiding that this year just to make them easier to measure and manage. This means documenting the motivation behind the goals, describing what the goals actually entail, and defining success. Last year, as in previous years, I did my brainstorming in MindNode to identify the goals, then used Evernote to flesh them out.
Goals like reading 12 books or studying for the AARL exam just didn’t prioritize well when competing with parenting during the day and finishing missed work in the evenings after the kids were in bed. Having the kids home just zapped all of my productivity. Almost every one of my goals went by the wayside by mid-2020. My annual goal planning this year has been frustrating, as it seems like I’m just rewriting the same goals I had this year.
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