And the winner is…OmniFocus

If you’re just starting to get into GTD, it’s probably because you have a big list of things to do, and not enough time to do them all. Once you read the book and all the blog posts about GTD you’ll need to figure out what your “trusted system” will be, so when you have to make the critical decision about what you’ll work on next, you’ll have everything you need all in one place. For some, a piece of paper will be just fine. For others you’ll need to find some software to help you keep things organized. I’m in that second group, and have tried several different online and software systems.

In my last post, I was talking about how I was making the switch from Nozbe to something else to manage my ToDos, but I wasn’t exactly sure what the something else would be. Well, I’ve figured it out, and the winner is OmniFocus, from The Omni Group Here’s how OmniFocus won me over, and made me happy to hand over some hard-earned cash as a result.

PS: In anticipation of the new FTC guidelines, which I’m personally quite happy about, I was NOT paid for this review, and was NOT given an evaluation copy of any of the software I will discuss below.

PPS: Thanks to Susan Herman for suggesting OmniFocus. I had checked out their site and had almost written it off based on the lack of information and screenshots, but your suggestion made me give it another chance.

What was I looking for?

  • An Easy Way to Brain Dump
  • Flexible Context Hierarchies
  • Flexible Project Hierarchies
  • An Easy to use iPhone Application

An Easy Way to Brain Dump

OmniFocus accomplishes this in a very simple, yet powerful way–with an inbox. Go to your inbox, hit return, type a new ToDo, and repeat until your brain is empty. OmniFocus keeps things in your inbox until they have a project or a context, and preferably both.

One thing that took some getting used to was the “Clean-Up” button. When you create a ToDo and add it to a project or context, it doesn’t automatically disappear from the inbox view–you have to press “Clean-Up” for that to happen. Why? Two reasons I can think of.

  1. You might make a mistake, and then you’d have to go to the other view to reclaim your ToDo and put it in the right place.
  2. Sometimes ToDos are really projects, and keeping things in your inbox is a great way to review the list to make those decisions after your brain is empty. If ToDo started automatically filing themselves as you go, I know I’d end up spending more time thinking about them rather than just entering them.

Flexible Context Hierarchies

Plan by project, do by context is one of the most important GTD concepts. When you’re planning, you’re typically thinking about a project, and what you need to do to move that project forward. On the other hand, when you’re doing, it’s usually because you’re someplace and have some time to work. Thinking about that someplace as a context is critical to implementing GTD. For example, if you have a few minutes and you happen to be near a phone, you could look through every project to see if there are any ToDos that you can check off by making a phone call. If you’ve previously identified a context for each ToDo, you already know which ToDos require a phone call, and you can easily filter your list to show all the items in the context “phone,” and start dialing.

OmniFocus uses a hierarchical model for contexts. You can have as many as you like, and you can group them into folders and sub-folders. Having looked at other systems like “Things, Remember the Milk and Nozbe,” I originally thought this might be a problem. They all have contexts that function more like tags, where each item can be tagged to be in as many contexts as you want. For example, you can use some tags to indicate physical contexts (like home, office or grocery store), other tags to indicate priority, and still others to estimate duration (1 hour, 1 day, etc.). However, with great power, comes great responsibility, and in my testing, I found that I felt obligated to create so many contexts that they were hard to keep straight. Context tags are great, but I found myself spending more time trying to categorize each ToDo in 20 different ways than actually doing them–a sure sign of procrastination. So, while the tag model of contexts are admittedly more powerful than the single, hierarchical context list that OmniFocus uses, I’ll stick with the hierarchical model–it’s just more practical.

Flexible Context Hierarchies

One thing from Stephen Covey’s 7 Habits of Highly Effective People that has stuck with me–even as I adopt the GTD methodology–is the concept of roles. For me, it’s really helpful to try to keep things like “manager, project lead, team member, spouse (close enough), and me (“Sharpen the Saw” for you die-hard Covey fans)” as separate aspects of my life. If I didn’t do this, I think it’d be hard to think about the kind of ______ I want to be, and the projects I would need to do to get there.

This is something that you don’t have to give up with OmniFocus, because it supports nested project lists. Projects can be in folders, and you can have as many folders and sub-folders as you want, so regardless of how many different compartments your life has, you can create a project list that will work for you.

An Easy to use iPhone Application

The iPhone app companion to OmniFocus is very nice. Of course, it synchronizes all your data (you have several sync technology options), and it uses the iPhone real estate very effectively. Several other apps I tried are really only good for viewing your ToDos, but I find the OmniFocus app good for adding new ToDos, and even projects as well. However, there’s one feature that’s just, well…cool.

My favorite feature is the ability to assign GPS coordinates to a context. OmniFocus knows when I’m home, at the office, the grocery store, the hardware store, my karate class and quite a few other places as well. Using the GPS features, I can not only pull up my grocery list when I’m at the store, but I can also use the app to find what ToDos I “could” get done now, because I happen to be near the place where I have to do them. Cool. Nerdy, but cool.

If you’re still reading this, thank you.

While it’s not perfect, I really like the thoughtfulness that was obviously put into creating the OmniFocus system. If you’re an OmniFocus user, I’m curious to hear how you use it. If you use something else that you think is better, I’m all ears.

Let me know what you think

  • http://twitter.com/jbkendrick John Kendrick

    I agree with your assessment of OmniFocus, Mac client and iPhone app. I made a similar decision switching from Nozbe after using it faithfully for a year. I went through a very painful export to OF, but it was well worth it. I've written about my experiences in several posts at http://johnkendrickonline.com John

  • http://twitter.com/jbkendrick John Kendrick

    I was in a similar position after using Nozbe for a year and wanting more. I made the switch to OmniFocus which was quite expensive as I had to buy a MacBook to run it on, and went through a very painful few weeks copying all my projects and tasks to OF. After 9 months of OF, I can say honestly that it was a very good decision. Vastly more functionality than any web-based application I had tried. I've written about my experiences at http://johnkendrickonline.com

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  • Michael London

    I am in the midst of trying to make a decision on what program to move to and your review above was great. I have looked at all the other programs and am leaning to Omnifocus as I have a new macbook and iphone but have transitioning from a G5 and laptop coupled with a Palm Treo 755P. My problem is that I have 15 years of calendaring, 2700 contacts in the address book, plus over a 1000 memo's and several hundred tasks both of which are prioritized AND categorized. I need to have something that not only works going forward and makes me more efficient BUT IMPORTANTLY allows me to move all of my data from my palmdesktop program into the new program. I am told by some that the only program that allows me to move stuff into it is DayLite and that things, omnifocus, remember the milk, etc DO NOT. I can't get any of these companies to give me a direct answer on whether my stuff from the existing computers and treo will move over seamlessly ( ok with some work but nevertheless will come over).
    DO YOU KNOW? WHAT IS YOUR RECOMMENDATION?
    THANK YOU SO MUCH.

    MIchael

    • http://amasur.me amasur

      Hi Michael,
      It looks like we need to figure out which Mac/iPhone applications would be best for your ongoing organizing needs, and that the critical factor for you is the initial import. I totally understand that situation.

      Unfortunately, I don't have experience with the Palm desktop application, so I don't know the file formats that it will export. But I'm pretty sure that with some data manipulation, we would be able to find a way to get the data migrated.

      Regarding OmniFocus, there is little information in their help about importing, but there is some. I found <a href=” http://blog.omnigroup.com/2008/07/11/omnifocus-… post which seems to indicate that OmniFocus is able to import files created by OmniOutliner, and the OmniOutliner will import CSV files. They both have free trials, so I would download both applications and try this:

      1) Export your ToDo's from the Palm Desktop to CSV
      2) Import the CSV into OmniOutliner
      3) Import the OmniOutliner file into OmniFocus

      Regarding Notes, I'd use Evernote. Again, there will be some data manipulation involved. Evernote supports importing their special XML format, but it looks like it would be fairly easy to replicate their XML format using Excel or Numbers.

      So, based on my 30 minutes of searching, it doesn't look like there is a completely clean, easy way to import everything, but I'm pretty confident that we could find a solution. Since I don't have access to the Palm Desktop, I can't really do any real testing on my own, but I'd be happy to explore your options with you.

      If you're up to a little trial and error, and would be willing to export and share some of your data with me, I'd be happy to see if we can find something that works.

      -Adam

  • Michael London

    I am in the midst of trying to make a decision on what program to move to and your review above was great. I have looked at all the other programs and am leaning to Omnifocus as I have a new macbook and iphone but have transitioning from a G5 and laptop coupled with a Palm Treo 755P. My problem is that I have 15 years of calendaring, 2700 contacts in the address book, plus over a 1000 memo's and several hundred tasks both of which are prioritized AND categorized. I need to have something that not only works going forward and makes me more efficient BUT IMPORTANTLY allows me to move all of my data from my palmdesktop program into the new program. I am told by some that the only program that allows me to move stuff into it is DayLite and that things, omnifocus, remember the milk, etc DO NOT. I can't get any of these companies to give me a direct answer on whether my stuff from the existing computers and treo will move over seamlessly ( ok with some work but nevertheless will come over).
    DO YOU KNOW? WHAT IS YOUR RECOMMENDATION?
    THANK YOU SO MUCH.

    MIchael

  • http://amasur.me amasur

    Hi Michael,
    It looks like we need to figure out which Mac/iPhone applications would be best for your ongoing organizing needs, and that the critical factor for you is the initial import. I totally understand that situation.

    Unfortunately, I don't have experience with the Palm desktop application, so I don't know the file formats that it will export. But I'm pretty sure that with some data manipulation, we would be able to find a way to get the data migrated.

    Regarding OmniFocus, there is little information in their help about importing, but there is some. I found <a href=” http://blog.omnigroup.com/2008/07/11/omnifocus-… post which seems to indicate that OmniFocus is able to import files created by OmniOutliner, and the OmniOutliner will import CSV files. They both have free trials, so I would download both applications and try this:

    1) Export your ToDo's from the Palm Desktop to CSV
    2) Import the CSV into OmniOutliner
    3) Import the OmniOutliner file into OmniFocus

    Regarding Notes, I'd use Evernote. Again, there will be some data manipulation involved. Evernote supports importing their special XML format, but it looks like it would be fairly easy to replicate their XML format using Excel or Numbers.

    So, based on my 30 minutes of searching, it doesn't look like there is a completely clean, easy way to import everything, but I'm pretty confident that we could find a solution. Since I don't have access to the Palm Desktop, I can't really do any real testing on my own, but I'd be happy to explore your options with you.

    If you're up to a little trial and error, and would be willing to export and share some of your data with me, I'd be happy to see if we can find something that works.

    -Adam