![]() ![]() ![]() Behavioral Change The five phases of mastering workflow are second nature to you. Implementation You have installed at least the basic gear to support a GTD system, including ubiquitous collection tools, functioning reference systems for your non-actionable information, and seamless buckets with clean edges for tracking your projects and next actions. You know how to transform what you ve collected by asking the key processing questions, and clarifying what something is and what you want to do about it. You understand a project versus a next action. Understanding You understand the distinct differences in the five phases of mastering workflow. GTD S FIVE PHASES OF MASTERING WORKFLOW y Collect Capture anything and everything that s grabbing your attention y Process Define actionable things into concrete next steps and successful outcomes y Organize Sort information in the most streamlined way, in appropriate categories, based on how and when you need to access it y Review Step back to review and update your system regularly y Do Make trusted choices about what to do in any given moment THREE STAGES TO INTEGRATING GTD 1. ![]() WHAT IS GTD? GTD is the shorthand brand for Getting Things Done, the groundbreaking work-life management system and best-selling book 1 by David Allen, which provides concrete solutions for transforming overwhelm and uncertainty into an integrated system of stress-free productivity. 1 OmniFocus 2 Setup Guide David Allen CompanyĢ TABLE OF CONTENTS UNDERSTANDING THE GTD BEST PRACTICES AN OVERVIEW OF THE KEY BEST PRACTICES TO UNDERSTAND THE GTD METHODOLOGY 1 What is GTD? 1 GTD s Five Phases of Mastering Workflow 1 Three Stages to Integrating GTD 2 GTD Workflow Map 3 Three Key Areas of OmniFocus 3 Inbox Fundamentals 3 Project Fundamentals 4 Contexts Fundamentals 5 The Most Common GTD Lists 10 Customizing Your Contexts CONFIGURING OMNIFOCUS ONE-TIME CONFIGURATION OF OMNIFOCUS TO OPTIMIZE IT FOR GTD 11 Configure Default Project Types 12 Change Miscellaneous Project Names 13 Customizing Your Contexts for GTD Next Action Lists 14 Setting Context Views 15 Customizing Your Toolbar 15 Setting Up Clippings 16 Setting Up Mail Drop 16 Creating Support Folders 17 Integrating with Your Calendar 18 Synching to ipad and/or iphoneģ TABLE OF CONTENTS POPULATING OMNIFOCUS INPUTTING YOUR WORK INTO OMNIFOCUS 19 Adding New Projects and Related Actions 20 Adding New Next Actions and Linking to the Related Project 21 Adding New Next Actions Not Related to Projects 21 Creating Project Folders 22 Capturing Notes 22 Storing Reference 23 Processing Items in the OmniFocus Inbox 24 Due Dates or No Due Dates? 24 Mark Complete Versus Delete 24 The GTD Weekly Review Ties It All Together 25 Saving Time with Keyboard Shortcuts CONCLUSION 26 Additional ResourcesĤ GTD & OmniFocus 2 l SETUP GUIDE UNDERSTANDING THE GTD BEST PRACTICES To get the most out of OmniFocus as a tool for your GTD practice, let s review the fundamentals of the Getting Things Done approach, so you understand how the methodology and tools will intersect. ![]()
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