@ikomrad I see the situation very similar to you in your previous comments. I was deeply missing a “collect past deferred tasks” option, too, but now I’m not. I wanted to share how I’m finally making this work, and what parts I actually find to work better than Forecast view.
This turned into an embarrassingly long post to explain something simple. TLDR: Make two perspectives: one sorted by due date, one sorted by defer date. Contrary to my expectation, it worked even better than Forecast View when I stopped thinking about it and actually tried it.
- This system offers greater future visibility than Forecast View with a lot less taps.
- Minimal reviews take less than 60 seconds.
- Due items will bubble up in badge icons even if you forget to open OmniFocus for a few days.
- I actually like this better than Forecast View. I wouldn’t go back even if they added an option to collect past-deferred tasks.
My situation: I use OF to run my personal life and make sure nothing falls through the cracks. I’m drained and left without much time after work. I use a different system at work.
What I wanted out of OF: A tickler system. Alert me of due/overdue items; alert me of deferred/past-deffer items. Even if I forget to check it some days / weeks. I also use it for proactive planning and discretionary projects, but that’s another topic.
I am too busy to look at more than 1-2 perspectives , some days I don’t get to look at Omnifocus at all.
Sometimes I have those days and weeks, too, and this system handles them well.
Originally I thought this would be too annoying with two separate perspectives to check, but it’s actually working out well and has other strengths:
- Create a “Starting” perspective, sorted by defer date
- Create a “Due” perspective, sorted by due date
- Set badge icon to “Due soon”
- Include “Due soon” in the today widget
- Place “Starting” and “Due” perspectives side-by-side in iPhone
- Place OF in your dock or on your home screen.
Now, every morning when I get up, while I’m still in bed, I just open those two perspectives, and flag anything urgent. It takes about 60 seconds. That’s it. (I can do more planning if I want, but this is the minimum amount I am required to do to make sure nothing slips by) Yes, it’s two perspectives I have to open, but I found I can accomplish this in under 60 seconds. That’s my minimal daily review I need to feel confidence I’m on top of everything.
And what if I don’t have enough energy or there’s too much resistance for a few days? Everything will be there waiting for me the next time, and I would have gotten notified of important (ie. Due Soon) tasks by the OF badge icon (I assume I will at least turn on my phone every day).
Thoughts One Month Later
I’ve been doing this for a month, sometimes daily, sometimes once a week. Here’s what I found:
Compared to Forecast View
- I like this better than forecast because it actually has longer future visibility than the forecast view’s week. I can see weeks and months into the future. More peace of mind.
- It’s actually quicker and feels better than Forecast View. Forecast View on iPhone makes you tap each day of the week to see the tasks for that day. That’s a lot of tapping, and you can only see the tasks for that day. Out of sight, out of mind.
Making sure nothing slips through
- If something is due soon (and those are the really important ones that fuel anxiety) , I will notice a badge icon on the app immediately, so those won’t get by me. Trusted system. Peace of mind.
- Further, I check my today widgets every day, and the due soon task will show up there as well.
- I have assigned Launch Center Pro shortcuts for the two perspectives. I could also add a scheduled item to send me notifications every morning. Then they’d be waiting for me when I wake up. One tap to open. No forgetting.
With a calendar
- Combine with Agenda Widget+, I can see upcoming calendar events right below my due soon tasks.