The tag Agenda I use for collecting meeting topics I want to discuss and hear about.I have written a separate paragraph on Routines here. Routines are collections of checklists and or rituals.If you want to set up OmniFocus as a KanBan board, you can read here how this is possible. For all significant administrative processes, I have a tag. Administration. Owning businesses and private life, I have to make/ send/ collect Invoices and pay Invoices and do accounting.Communication. I try to do communications directly as they come up however, sometimes I have to follow up or call back later.An opportunity/ lead is defined as a project. I use these tags to build up and follow the sales funnel. I use a sales process to sell “new” assignments. The basic principle is that items that consume time, energy, and attention are ordered based on their relative urgency and importance. I am using the Eisenhower Matrix mostly to sort my tasks in Importance and Urgency. Are the most important and most used tags in my way of working. A tag can represent a context or an extra bit of “metadata” that makes it easy to locate and create lists of related actions, action groups, and projects.įor example, tagging actions with ☕️ Waiting for makes it easy to identify all of the actions you have delegated to your colleagues across all areas of responsibilities and projects (goals). Tags can help you quickly and conveniently home in on the projects and actions that are most relevant. Tags – to sequence what is important for you 💡Tip: I try to use as many sequential projects () to work with the first action available and the next actions and not see all actions in available action. The most important is on top of the folder list, so I work on the important stuff first. 💡Tip: The order/ sequence of folders are essential: in views, perspectives, and listing, I mostly use the project order. Templates contains predefined “goals/ projects/ result streams/actions” for “projects set up” so every project (goal) start with an identical setup/ structure, “Travel plans” and “Preparation for meetings”.
GTD OMNIFOCUS 2 SETUP GUIDE PDF PROFESSIONAL
The checklist contains a professional checklist to increase my output and deliver quality products and services.To get it out of my head in a trusted place. Someday/ maybe are things I probably want to do sometimes.Routines are the tasks I conduct to keep the enabling system trusted.For me, life is extra enjoyable if I can party with, enjoy and contribute to my friends and family, so it has “earned” a place as a goal.I believe in the concept of lifelong learning, so I also have projects (goals) on Personal development. Private is the (financial) administration area’s responsibilities, keeping up my knowledge and competencies, maintaining my Cars, things I want to do to maintain and improve my personal Health.Work is the area of responsibilities for own companies or companies I work for.Because of confidentially, I cannot show the clients I am working on. Assignments are commitments I have made to clients to deliver agreed results.
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