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Using OmniFocus and Checklists to Boost Accuracy and Efficiency

Checklists are an essential element of productivity. They help us take a consistent, proactive approach to life and work and can be used to leverage learning from past mistakes, helping ensure that these blunders aren’t repeated.

In this session, we’ll explore the many ways that checklists can be put to good use. Whether you’re preparing for a trip with your family, making sure that you’re delivering what you promised to your client, or even preparing to perform a surgery. We’ll take a deep dive into practicalities, including where to store these lists and how to use OmniFocus to help ensure that they’re given the appropriate amount of attention.

What You’ll Learn

Attend the LIVE session and learn:

  • Foundational principles to help you make effective use of checklists.

  • About the many ways that checklists can be put to productive use, helping improve the flow of life and even saving lives.

  • How to incorporate checklists into OmniFocus projects using action groups combined with a checklist tag.

  • How to create and make use of reusable checklists in OmniFocus.

  • When it makes sense to store private checklists in other apps. Featured apps include OmniOutliner and MindNode.

  • How to reference checklists that are stored in team collaboration and project management solutions such as Asana.

  • Strategies for using a post-project review to create and enhance checklists.

  • And more…

Recommended Prerequisites

Especially if you’re new to OmniFocus, it’s recommended that you go through the Start Smart with OmniFocus 3 course before attending this session. You might also want to watch the recording of the OmniFocus 3: Beyond the Basics course to get better acquainted with OmniFocus’ more advanced features.

Atul Gawande’s book, The Checklist Manifesto is a fascinating read and a great way to learn about the power of checklists. Gawande is a practicing endocrine surgeon at Brigham and Women’s Hospital. He’s also a professor at Harvard Medical School and the Harvard T.H. Chan School of Public Health.

Open to All Learn OmniFocus Members

If you're already a member of Learn OmniFocus, visit the event page to learn more and to register. Please note that space is limited to 100 participants.