Tasks vs. Calendar Events

I get a lot of emails from readers asking me exactly how I distinguish between tasks and calendar items. In a perfect world, a task is an item you need to do and a calendar item represents a place you need to be. However, the way I work makes things a little muddier. 

For example, I like to schedule appointments with myself. This helps me manage big projects. I will often schedule a block of time on the calendar for a big project. Something like, Thursday 10 AM-12 PM, ACME contract review.

So now that calendar event shows up in my calendar but I’ve also got a collection of tasks related to that contract review in OmniFocus. So how do I resolve that? It really isn’t that hard. I will go into the project view in OmniFocus and select all related tasks to the contract review and set their deferred date to Thursday at 10 AM. Then the tasks disappear from my active OmniFocus list until that time and I don’t think about them anymore.

The trick to all of this is being honest with yourself. If you set these appointments with yourself to manage big projects but don’t keep them, you lose faith in your system and the wheels start falling off. Treat those task-related appointments just as sacredly as you would an appointment with your boss. If something comes up that requires you to move that appointment, go ahead and move it but follow all the necessary steps. Reset the appointment in your calendar and move the tasks in your task manager.

Another advantage of setting aside blocks of time for big projects is that it gives you a more realistic view of how much you can actually get done in the day. If suddenly you see yourself completely blocked and there are still significant tasks left on your list, that should be a warning sign that you’ve got a problem.

So to answer the question, I generally am a purist and keep tasks in my task list and calendar events in my calendar. When I do use the calendar to block time for an extensive set of tasks, I will simultaneously move all of those tasks to the designated time and date.

OmniFocus Video Field Guide Update Coming Sunday

I’ve been working the last few months on an update to the OmniFocus Video Field Guide. I’ve updated it for several new features and gone deep on the iOS Automation and URL linking. I’m making final edits and additions over the next few days and intend to publish it sometime Sunday (probably late). The update will be free for people that have already purchased the field guide. However, please note that for new buyers the price is going up to $19.99. So if you want to get in on the current $9.99 price, do so between now and Sunday afternoon when it goes up.

Automating OmniFocus on iOS

I’ve had my head down a lot lately between the day job and the upcoming Hazel Video Field Guide. One thing that’s happened is that I’ve gone completely mad with automating OmniFocus on my iPad. A few weeks ago The Omni Group released a new version of OmniFocus that can interface with template files to create project templates on iOS.
 
Given the inherent limitations of iOS, it’s a pretty elegant system once you figure it out, and I’m going to explain further as soon as I get done with these big projects. Now I prefer to set up project templates on iOS. I didn’t see that coming.

Task Management Pain Points – The Overachiever

Because I’ve written and screencasted so much about OmniFocus, I get a lot of email from people about their particular pain points with task management. With this series I’m going to focus on a few of the more common issues and how I solve them.

The Overachiever

By far the most common problem I read about is how some folks get overwhelmed. I hear from readers that explain they need over an hour every day just to sort through their tasks. That’s nuts.

If you are facing a task list that has hundreds of entries every day, you’re doing it wrong. I think the most common cause of this overload is our technology. Back when I used to write my task list every day longhand in a Franklin Planner, I never wrote more than 20 tasks in a single day. I think it was something about the act of using pencil and paper that my brain just accepted the lunacy of overloading myself. However with computers, there is a certain amount of abstraction and that can work against us.

With most modern task management applications, setting up tasks and projects is a snap. With very little time we can build a task management database with literally thousands of tasks in it. Moreover, because of that abstraction, we often give our brains the afternoon off while adding those tasks, telling ourselves we’ll figure out how important all those projects and tasks are sometime later down the road.

This leads to waking up with hundreds of available tasks that we then spend hours kicking down the road a day or two, only to drag ourselves through the same mental muck again tomorrow.

Just because computers can track hundreds of projects and thousands of tasks doesn’t mean you can do them all. Indeed, as many readers are finding out, loading yourself up like that can be debilitating. You spend so much time pushing the monkeys around every day that you don’t actually get any of them off your back.

If that is you, don’t beat yourself up. I fall into this trap myself more often than I’d like to admit. You can dig yourself out of this and get back to a more manageable task list. It’s going to require a little work though.

1. Begin by looking at projects

If your task list is bursting at the seems, first start by looking at your active projects. In OmniFocus I’ve set up the Today perspective for precisely this reason. I can easily see the existing projects and how many tasks they’ve got attached. With the color coded check-circles I can even see if any active projects have flagged or due items attached.

The point is that in sweeping through the project list, you need to be brutal. Remember the point is not to have to drag through all of this every day. If you see a project that there simply isn’t time for in the next three weeks, defer it 3 weeks and move on. Don’t refuse to accept reality and defer it just two days so you have to go through all of that again. If you see a project that you’ve now deferred three weeks several times, you should probably delete it entirely or, at least, defer it three months. Stop juggling things you are not going to do. It’s just taking you away from the things you need to do.

2. Next focus on tasks

Once you’ve blown out the cruft of unnecessary projects, bring that same killer instinct to individual tasks. Again defer and delete the stuff that isn’t going to happen so you can put a big spotlight on the stuff that needs doing.

It is easy to fall into this overachiever trap because modern technology makes it so easy to build an entirely unrealistic task list. If you follow these steps however and are truly willing to swing your digital machete at unnecessary projects and tasks, you will regain control of your task list and get rid of that underlying dread you’ve been feeling looking at over 200 tasks every day for the last week.

What is your task list hangup? Let me know.

My OmniFocus Courses at Lynda.com

I recently had the privilege of spending a week at the Lynda.com studios recording screencasts about OmniFocus. It was a lot of fun and now the courses are available for viewing and download to Lynda member. There are two courses:

OmniFocus for Mac Essential Training

OmniFocus for iOS Essential Training

If you are a Lynda subscriber (or know a Lynda subscriber) please watch the screencasts and spread the word. I’m quite proud of them.

Sponsor: OmniFocus and New Screencast

This week MacSparky is sponsored by OmniFocus. The gang at the Omni Group has been hard at work at work and recently released an update that adds custom columns. This new feature gives you tons of control over what you see in your perspectives. You can learn more about custom columns from the Omni Group directly. Adding this feature wasn’t easy and the Omni Group developers explain how they pulled it off right here

I like custom columns so much that I made this short screencast. Enjoy.

Sponsor: OmniFocus 2.6 and Video

I’d like to thank the OmniGroup for sponsoring MacSparky this week. The OmniFocus team has been hard at work, releasing version 2.6 this week. The new version includes some nice new features, including dark mode, swipe to flag, and push syncing. The new version is great. Don’t believe me? Take a minute and a half to watch the below video and you will. Learn more at the Omni Group.

Setting the OmniFocus Default Start Time

One nice benefit of no longer working for the man is that I have a lot more control over my schedule. It has been a surprise to me that I find myself often working late into the night. In my former life, I had always been an early riser but in this new iteration of me, it sometimes makes more sense to do my work later in the day.

One consequence of this is that every day at midnight my OmniFocus database fills up with tasks previously set for the next day. I don’t want to see all those tasks. If I’m looking at OmniFocus at midnight it’s because I’m still working on stuff from the prior day. Fortunately, OmniFocus has a setting for that on the Mac app in the preferences pane.


Interestingly, there is no similar setting on the iPhone and iPad but if you change a setting on the Mac, when you synchronize the database the iPhone and iPad will also start setting start times consistent with the new Mac default.