Like many other people, I often have projects where I have to go through a predefined sets of tasks that are always the same.
To handle this, I have created a folder called “Lists” in Omnifocus where I put all my project templates such as:
- Project start
- Project end
- Project type A
- Project type B
Those projects are set to “On hold” so the templates don’t appear in my projects list. Whenever I have a new client’s project, I change the perspective to see all “On hold” projects. Then I create a new project in a folder called “Client’s project” and then duplicate the needed templates for that particular project and move the copies into the client’s project as sub-projects.
I also do the same for my personal projects such as cooking. I duplicate a recipe, change the status flag to “Active” and automatically have the ingredients in my “Errands” context for the next time I go to the supply store.
This has worked pretty well for me since I started using Omnifocus back in 2009. I am pretty sure many people are using Omnifocus the same way. It would be nice to have it built-in Omnifocus when creating a new project. For example “Create a new project from templates” and then have a list of templates.
Also there is a small bug with Omnifocus 2. I can’t remove the un-hold status flag on sub-projects. The workaround is pretty simple is to move the sub-projects outside the project. Change the status flag to “Active” and move them back into the client’s project. It works but it is a bit annoying.