Using OmniFocus for meeting agendas

This is entirely stolen from Asian Efficiency: I just read this on there and it’s like they knew what I needed. I now run a particular regular meeting for the Writers’ Guild. More than other meetings, this one seems to have tasks that keep coming up: generally things I have to tell the committee, things they’ve asked me to discuss, that kind of thing. And I’ve struggled a bit because I have an OmniFocus project devoted to the Guild and it’s already pretty long and big and messy. I was thinking of turning that into  folder with some kind of General Writers’ Guild Bits project and a Things for the Meetings kind of project.

But that idea is about as ugly as the names I was giving them. And as I pondered ugliness versus efficiency, I read this:

The easiest way is to set up a single action list called “Agenda” and you dump all discussion items in there. So whenever you have an idea, you can either dump it into your inbox or immediately move it to your “Agenda” single action list.

If you want to elaborate a little, use the notes section of the task where you can freeflow and type all your thoughts about a particular agenda point (on desktop, click on the paperclip icon on the right or press CMD+’ (apostrophe)).

The next time you have a meeting, pull up the “Agenda” list and simply go through each point you have in there and check things off. It’s that simple!

How to Setup and Use OmniFocus as an Agenda for Meetings – Thanh Pham, Asian Efficiency (26 March 2014)

Do read the whole thing, would you? It’s written in a way that’s hard to usefully quote but easy to read: it’s an article based on a discussion that took place in Asian Efficiency’s paid-for premium service. What’s convinced me is the Socratic way it builds up into a picture.

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