gtd

    Back to OmniFocus. Again.

    I know I said I’m using Things to manage all the things I need to do, but I’ve switched back to the OmniFocus 4 beta.

    I like Things. It’s pretty and ergonomic. That matters in something you’ll spend so much time with. For the most part, I like using Things more than I do OmniFocus, which isn’t exactly beautiful to look at. OmniFocus does everything right where it matters, though.

    First, Things lacks end-to-end encryption. That by itself should be a deal-breaker for me. I tried to overlook it because I wanted Things to be my ideal to-do app, but I just can’t. I think the Cultured Code gang are great people. They have a long track record of treating their users well. I have no reason to think that will change. I strongly doubt they’re going through my boring to-do items, but it’s at least technically possible, and I hate that I have to trust any company’s good intentions. Even if I think they’re good people, my employer may not appreciate me storing sensitive information in an unencrypted vendor database. Even more, my wife’s a doctor, so HIPAA implies she can’t use Things at all for her work unless she keeps all her actions so vague as to be useless. If she put an item in there like “Call Joe Smith back”, she could be sued and/or fined for storing personal healthcare information in an insecure location. In contrast, OmniFocus lets you set an encryption password on your data. Then The Omni Group can’t access your information even if they want to. If you don’t trust Omni’s sync server, you can sync it with your own WebDAV server.

    Second, Things’s search field requires you to type exactly what you’re looking for. If I have an item named “Do foo and bar”, searching Things for “foo bar” won’t find it. OmniFocus will. That’s bitten me more times than I’d like, usually when I can almost (but not quite) remember how I phrased a task. Sure, I could just type “foo” into Things and then scroll through the results into I see “bar”. I bought a to-do app to offload that mental grunt work.

    Finally, it shouldn’t bother me so much that I can’t check off a repeated task in Things before its start date. It does. It bothers me a lot. I put everything in my to-do app, including tasks like “text my distant friend, Joe, every month”. If he and I talk today, and I’m going through my weekly review tomorrow, it’d be nice to mark that as done even though I’m not “scheduled” to chat with him for another 3 weeks. Things won’t let me unless I’m willing to dig into the task’s repeat settings. OmniFocus doesn’t care. It’s like “Oh, you’re done early? Cool. I’ll remind you in a month!” Things users have been requesting this ability for years.

    I’m back to OmniFocus. It’s not as pretty to look at, but it does everything I ask of it. I wish it had Things’s gorgeous interface, and I miss being able to add sections and notes to projects, but I won’t trade encryption, better search, and smartly repeating tasks for those features.

    I have a note to myself: stop looking for a better task manager than OmniFocus. While it won’t win a beauty pageant, it’s the best app for helping me get things done.

    ...And Back to OmniFocus

    I recently wrote about switching from OmniFocus to Reminders and gave a lot of reasons why I thought that was a good plan. I was wrong and I’ve since moved back.

    Apple has made Reminders into a solid app with a lot of nice features, but I realized I’ve been taking OmniFocus for granted. First, I sorely missed its “defer dates”. That is, I don’t need to be reminded to buy Halloween candy when it’s nearly Christmas time. I don’t even want to see that on my action list because it clutters up both my list and my thinking. Second, you can set OmniFocus to repeat an action a certain amount of time after that action’s completion date, not only its due date. “Pay the electric bill” needs to happen at the same time each month, but “make a haircut appointment” should happen a few weeks after my last haircut, whenever that was. Finally, OmniFocus’s project options like “complete with last action” are unmatched. Mix in many less crucial but nice-to-have features like nested tags, and per-tag location reminders, and it’s too good to walk away from.

    I started moving my actions back out of Reminders and into OmniFocus and switched to using the OF 4 beta on my iPhone and iPad. That beta is turning into what I’d hoped OmniFocus would become: a stunning app that’s a pleasure to use. If it follows this current path, and OmniFocus 4 for Mac follows soon after, I think it’ll be amazing.

    I’m glad I tried this experiment, and if nothing else it forced me to deeply review all of my actions before copying them from one system into another. Apple should be proud of Reminders and I bet it does everything most people need. It’s not (yet) enough for me, though. Until then, OmniFocus, I’m back.

    From OmniFocus to Reminders

    My wife’s been a Mac user much longer than I have. Years after she’d been happily using an iMac G4, a family friend asked if I’d like a bargain deal on their unused eMac. I was hooked. I’d recently learned about Getting Things Done (aka GTD) and wanted to try that on my new computer. At the time, on that OS, for Serious Users, that meant adopting either Things or OmniFocus. Then, as now, Things was the prettier choice. However, I had come to Mac OS after years on a Linux desktop and I knew that looks weren’t everything. I bought OF after a short trial period and I was off to the races.

    It’s fair to say that OmniFocus changed my life. I’d been a disorganized mess who was constantly forgetting what I was supposed to be doing, and was often paralyzed when faced with too many choices of what I could be working on next. With my new OF/GTD system, I started taming that and getting my life in order. OmniFocus was one of the earliest purchases for my first iPhone. When I later got an iPad, I gulped at the price and then bought OF for it, too. When OmniFocus 2 came out, I bought an upgrade on launch day. When OmniFocus 3 came out, I did the same.

    And when the OmniFocus 4 pre-beta became available for iOS, I installed it immediately. This time, though, something was different. Well, not with OF itself. That was the problem. OF 4 looked a lot like OF 3, which was pretty similar to OF 2, which closely resembled OF 1. Sure, The Omni Group had done a tremendous amount of behind-the-scenes work over the years. It was and is a brilliant product for power users. Yet sometimes even power users want something simple, and although OmniFocus scales up wonderfully, it never scaled down. Its industrial grade user interface would be instantly familiar to a user from 2008, with a hundred available options to tweak every last little detail. I realized that my own needs weren’t that incredibly complex and became curious whether maybe another app would be able to tell me to schedule a haircut.

    Meanwhile, Apple’s own Reminders app had started life as a severely underpowered afterthought compared to OmniFocus, Things, and other powerhouses. In iOS 14, it hit adolescence and sprouted new features that started to hold their own against commercial alternatives. In iOS 15, it went through another growth spurt into something that started to look feasible. I found a blog post from Jon Mitchell about someone in my situation who had made the leap from OmniFocus to Reminders. That sounded implausible and drastic but it gave me the nudge to try the experiment for myself.

    It worked. There are a few features from OmniFocus that I miss, like defer dates, perspectives, and “repeat from date of completion”, but those turned out not to be that important. And in exchange, I got a lot of nice benefits:

    • Reminders is integrated throughout the OS, and lots of apps are happy to export their contents to one of its lists.
    • I can share lists with my wife and family.
    • Taken together, those two features mean that Paprika can send its grocery list to Reminders so that my wife and I can both check off items while we’re at separate stores.
    • The user interface is vastly simpler and friendlier. Looks aren’t everything, but they’re not nothing.
    • I can ask my HomePod, “Hey Siri, what’s my first reminder?”, and it will tell me what to do next.
    • A lot of apps can be made to show reminders, like Calendar 366 which integrates them into a daily calendar view.
    • The Apple Watch app is genuinely nice to use.
    • It’s free.

    Since beginning that test, I found myself moving more actions from OmniFocus to Reminders. One day I noticed that there weren’t many actions left in OF anymore, and I sat down to move over the few stragglers. Wow. I’d been at inbox zero many times, but never at actions zero in over a decade of using OmniFocus. And then I did the previously unthinkable: I deleted OF from my iPhone and iPad. I’ve fully committed to a life managed by what used to look like a toy to me. Over the last couple of months, it’s been fine. I still miss the advanced features I mentioned earlier, but not enough to be tempted to go back. Again, my life isn’t so complex that I need an extremely powerful tool to organize it. I’m learning that something simple and fun to use is good enough for me.

    I still adore OmniFocus and I can imagine a world where I’d switch back. Maybe Apple will grow bored with developing Reminders and never improve it over today’s state, which is good but far from perfect. Perhaps OmniFocus 4 will be released as an absolutely stunning app that’s a pleasure to use. However, I think I’ll stick with Reminders for now. It’s helping me Get Things Done, and that’s what matters.

    How I get things done

    After years — decades — of experimentation, I’ve learned this about myself: when I follow a certain workflow, I’m happy and productive. When I don’t follow it, I’m stressed, anxious, and unproductive. There’s no in-between state. If I want to feel good about all the cool things I’m doing, I have to trust the process and follow it rigorously.

    These are the things I use to stay sane and productive.

    An inbox

    My workflow is inspired by Getting Things Done (aka GTD), but I’m not dogmatic about most of it. The critical part is that I have an “inbox” where I record all of the things I need to do. This isn’t like an email inbox where people send me things they think are important, but the opposite: I decide what’s important enough for me to remember, and those things go into it. I can’t overstate the importance of having this.

    Rationale

    The GTD book goes into detail about the psychology of it, but the gist is:

    • If I’ve recorded all the commitments I’ve made in a place where I trust myself to remember them later, my mind can let go of worrying about remembering to do them.
    • If there are things I haven’t recorded, my mind will get hung up dwelling on them: “don’t forget to buy the widget! Don’t forget to email your boss! Don’t forget to respond to the customer!”

    It’s the intrusive thought that I’m about to forget something vitally important that creates stress and diverts my attention from what I’d prefer to be thinking about.

    Specific recommendations

    I’m a huge OmniFocus fan, and I recommend it for everyone serious about organizing their whole life this way.1 Anything is better than not having a system, though. If you have Apple devices, the built-in Reminders app is a great way to get started. It lacks OmniFocus’s powerful features, but has everything needed to get up and running for free. There’s even nothing wrong with a notebook and pen, although that’s a lot less flexible in important ways and those are more things I have to remember to always take with me.

    Don’t underestimate the convenience of a voice assistant here. If I’m out running with my wife and suddenly remember something I need to do, I can say “Hey Siri, remind me to …” and trust that it’ll be waiting for me later. Then I can go back to paying attention to how much I hate running.

    A daily plan

    Every workday, I sit down and sort the things I’ve recorded in my inbox into project areas like “Personal”, “Family”, “Work”, or a few others. Then I decide what I’m going to try go get done that day. I review each of those project areas for urgent things such as paying a bill or preparing for a meeting, and flag those for my “today” list (which is an OmniFocus “perspective” that shows all the things I want to work on right now). Then I choose a few more things I’d like to get done until I feel like I’ve planned a day’s worth of work.

    Rationale

    Sorry, GTD purists! This is where my process diverges from The GTD Way, which looks closer to:

    • Find the most important thing to be working on right now.
    • Do it.
    • Repeat.

    I’ve tried to follow that flow many times but it doesn’t work for me. I’d rather dedicate time each morning to planning my day than continually revisit my list of possible tasks as I go.

    A timer

    Deciding what do to is good. Doing it is better. I use the pomodoro technique to make that happen. The short version is:

    • Pick the first thing on my daily plan.
    • Work on that thing for 25 minutes uninterrupted. This time is sacred: I don’t do anything else, with the minor exception that if I discover something else I need to do, I’ll pause for a moment to add that thing to my inbox so that I can stop thinking about it and go back to the current task.
    • Take a 5 minute break, doing anything but working on the task at hand. Return texts. Check Slack. Browse Hacker News.
    • If I’ve finished the task, mark it off and move on to the next one.
    • Repeat.

    Rationale

    I can’t work on 1 thing for 8 hours straight (unless it’s something that’s letting me procrastinate, in which case I’ll see you tomorrow). I can’t do it. But I can work on anything for 25 minutes, even if it’s not something I enjoy doing. That’s long enough to get an appreciable amount of work done, but short enough that my focus doesn’t drift. It allows me to concentrate intensely on 1 thing at a time without worrying that I’m neglecting important messages from family or coworkers — or worse, getting bored. Because I know that I’ll be able to check my texts a few minutes from now, I’m free to think about my current work.

    Specific recommendations

    I like Focus by Masterbuilders. It works on all the platforms I use, has nice reports, integrates with OmniFocus, and syncs perfectly. I’ve tried every similar app I can find, but keep returning to Focus.

    But any timer can work, from an app on your phone to a physical wind-up time stolen from your kitchen.

    Conclusion

    Put together, these 3 ingredients give me superpowers:

    • I never forget the things I’ve promised do to.
    • I always know what the most important things are.
    • I have a way of getting them done that matches the way my brain works.

    Without them, I’m a ball of unproductive anxiety. With them, I can do anything. When I find myself feeling swamped by new things to do flying at me faster than I can finish the old ones, my mantra is “rely on the tools”. They always see me through.


    1. Update: I’ve switched to using Reminders. OmniFocus is amazing but I don’t always need so much organizing power. ↩︎