Workflow for project resources?

OmniFocus
#1

I was wondering if people would share their workflow. I feel I’m mixing resources and todo items too much. I’ve kept basic info within the todo list item itself is fine, like:

“Call for oven part” with notes of the phone numbers/serial/model numbers.

But the last year or two I’ve been putting URLs and other random things in OmniFocus. They could belong to multiple projects, but don’t really belong directly to a todo list item I have right now. It’s generally for parts of projects I haven’t defined very well - usually because there are a huge amount of work before I get there. But I don’t want to loose the info.

Curious what other people are using for support documents. Evernote, Bear, just folders in dropbox, etc.?

Sorry if this belongs somewhere else.

#2

The question is appropriate. It is arises on occasion in various forms. I might say a few things to answer in general.

  • As best possible, rather than storing duplicates of documentation information in multiple locations, make use of URL links to / from document information.
  • You can use whatever is most comfortable for you as a way to store resource documents.

The approach will differ depending on whether you are using just the macOS version or you are combining the macOS version with iOS / iPadOS versions.

–
JJW

#3

If there’s items you might want to act on later, but not right now, why not add them to a someday/maybe list?

I have one of those where I park random ideas, snippets, urls, tasks etc I might want to do something with later on, but not right now.

I review my someday/maybe list during the Weekly review and decide:

  • if it’s something I want to take action on
  • if it’s something I’d prefer to keep somewhere else
  • or if it’s something I want to keep on the someday/maybe list, ready for next week

The list itself or items from it never show up in any other perspective, so I only touch them during the review cycle.

It’s worked for me very well.
At least I know I’ve got a bucket to put the “what to do with this?” items

#4

This topic was automatically closed 30 days after the last reply. New replies are no longer allowed.