To Do

Calling it

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My name is William and I have a problem with cold calls. Making them. I'm fine with getting them, I can even enjoy a good cold call so long as they don't stick robotically to a script. They always do but I always give them a chance to break free so I feel I've contributed something to the chat before I hang up on them.

But making cold calls, that's tough. And that's tough in another sense as I have to make them. I want to make them. I'm speaking at the Stratford Literary Festival next month because I cold-called. Obviously it took more than that one call, it took chats and emails, but it wouldn't have happened without my dialling that number. Me. Stratford. That's worth the difficulty of making calls.

I've developed two coping mechanisms that I want to tell you about. I want to tell you about them because this week I've been trying a modified version of one and am now ever more sure it works. At least, that it works for me. You own personal form of paraylsis may vary.

The first is that I know from years of struggling with this that statistically my most effective phone calls are made between 11am and noon. So in my series of Pattern Weeks here, I've written about blocking out certain times to do certain things and that hour is for phone calls. Monday to Friday, 11am to noon. Bang, bang, bang.

But to do it bang, bang, bang-like, I have to use the other strategy. This is exactly the one I write about in my Blank Screen book about writing To Do tasks as if someone else is going to do them. So in this case, rather than Call Anne, I write Call Anne re invoice number for the Doctor Who feature. Sometimes I'll even put the phone number in there too.

And that means no thinking, no looking anything up, just read task, see number, dial, speak, finish call, breathe out. (I shouldn't have chosen Anne as that example. She's lovely.)

So I game this: I arm myself with all the tools to make the call so that I can't prevaricate and then I set this inviolate time to make the calls – because that makes every other time the opposite. I cannot make phone calls outside that hour. (I do, it's often necessary, but the rule is the rule, I don't make these things up.)

The thing I've changed this week is that I've stopped ringing people on Mondays and Fridays. Again, not true. I had to ring someone yesterday in order to hit my thirty total for the month so nuts to the new plan.

But the new plan is to do 11-12 Tuesday, Wednesday, Thursday.

You may think that's an excuse, that I'm creating more specific times to call in order to create more times I don't have you.

You caught me.

But it's again down to what is working and how often I am reaching people. Mondays and Fridays are bad days to try to get to speak to folk. It must be nice to work in an office where you can relax on a Friday just because it's a Friday and it must be hell to work in one where you cannot do anything on a Monday but panic about catching up, but it's what happens.

And it's what works.

Or it's what works for me.

If you have the same problems with cold calling that I do, give this a try. If you don't, please tell me your secret.

How to pick the right To Do app for you

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Let me do the joke first: if you have a Mac, iPhone or iPad, buy OmniFocus. That’s it, we’re done, thank you for coming, I’m here through Friday, two-drink minimum, see your waitress for details, try the veal.

OmniFocus is so good that I’ve been asked whether the makers pay me to say that. And I really would offer it up as the one-stop, suits-all solution except that you can’t just stop once and it doesn’t suit all. It’s pretty close. Two things held me back from recommending it universally and one is that the Mac version has been hard to use. I’m sure I can’t say anything in detail about the beta release of OmniFocus 2 for Mac but I will certainly tell you that it is really good and much easier to use than it was. I’m saying easier, I’m not saying easy. But OmniFocus 1 was always worth the effort it took to learn it, OmniFocus 2 gets you its powerful features much more readily and clearly.

The other thing that has held me back from universal recommendation, though, hasn’t changed. And it won’t change. OmniFocus only runs on Macs, iPhones and iPads. There’s no Android, Linux or Windows versions and seemingly there never will be. I’m fine with that. Better the company stays great on one platform than it becomes okay on a few.

But it does mean I have difficulty recommending To Do apps. Actually, I won’t blindly recommend specific ones – not even OmniFocus when it comes down to it – because everyone is different and the best I can do is point you to some great and good To Do apps. In my latest The Blank Screen workshop, I discussed specific To Do software and hit a snag. To Do apps for iPhone: legion. To Do apps for Android: myriad. To Do apps for Windows Phones: hello?

Try this yourself. Do a google search on “best to do apps for Windows Phone”. You will get many results and several will be articles that state they include such things as To Do apps – but they don’t. I’ve read many top tens, top twenties, top something else and found not one single To Do app in there.

At the other end of the scale, if you have an iPhone, you’ve already got a good To Do app. It’s called Reminders and it’s very basic but what it does, it does very well. Reminders invented the Location Reminder idea – the way that when I leave a certain client’s office, my iPhone will tell me to send them an invoice – which I think should be mandatory now for all To Do apps.

Mandatory is a hard word. To Do apps are also a great example of when the word specifications is bollocks. I do recommend that you try many different apps but if, in so doing, you decided to write up a spec sheet of what they all did, it wouldn’t help you. Remember the Milk would score high for being on the web as well as Macs and iOS; OmniFocus would score low for being limited to Apple’s gear. Yet Remember the Milk isn’t right for me and OmniFocus is. Though I love the name Remember the Milk.

You can’t quantify experiences like using the right To Do app. But you can try.

Picking the right To Do app for you means testing out a lot. But you can limit how many you have to try or buy with this one simple thing: don’t look at a To Do app for mobile phones and tablets or for desktop Macs and PCs or for using online, if it doesn’t have Start Dates. These may be called something else like Defer Until (that’s what OmniFocus calls them and I don’t like that). But when you enter or edit a task, you must have the ability to prevent yourself seeing it until you need it.

Follow. I’m doing The Blank Screen at the Stratford Literary Festival in May. I do not need and I do not want to see that on my To Do list until it’s time to prepare for it in about mid-April. So I don’t. “Prepare presentation for Stratford” is in my To Do list but it has a Start Date of 15 April and until that day, I won’t see it. I can look for it, I can see it when I review all my tasks, but each day as I look to see what I’ve got to do, Stratford will not be one of them – until it’s supposed to be.

Start Dates are as vital as Due Dates and if you use them, they are gold. But even if you don’t and never will, the fact that an app has them is a good indication that the app is powerful. Maybe you don’t need powerful features, probably you do, but it’s better to have them available, isn’t it?

 

Windows alternatives to OmniFocus

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Pity me. I go around doing workshops about being a productive writer and I've even written a book about it (The Blank Screen: Productivity for Creative Writers, UK edition, US edition) And it all makes sense, it all works – I promise you that and I have such gorgeous tweets and emails from people telling me so – but there is a big problem. It's the To Do list.

When I started this, the problem was that I'm on a Mac and quite a few people go for that there Windows thing. And my To Do manager of choice only runs on Macs. Actually, I say it's the To Do manager of my choice, I think it's more the To Do manager of my heart and soul. It used to be that in a workshop I would put up a slide showing you OmniFocus and where to get it. And then I'd say: “If you know a Windows equivalent, it would be a huge help for me to hear about it.” Or something like that.

But there are two problems now: I can't automatically and easily evangelise OmniFocus because the app is in a bit of a flux as new versions are coming.

OmniFocus for iPhone has already been radically updated and I like it a lot. OmniFocus for iPad hasn't and won't be until OmniFocus 2 for Mac is done. Do you buy now or wait? It's easy with the iPhone version: buy it. It's sort-of easy with the Mac one: buy the current OmniFocus 1 for Mac and you'll get version 2 for free when it's released. But OmniFocus 1 for Mac is hard work. I understand it now and I adore the power, but it took me a long time to get there. Even last year's failed OmniFocus 2 beta was a significant improvement in some key areas so surely OF 2 will be too. So I'd wait for OmniFocus 2.

When you buy any Mac version of OmniFocus, do it from the main Omni Group website itself, don't go through the Mac App Store. As handy as that is, there are problems upgrading for free when you have bought via the App Store.

You have no choice with the iPad and iPhone ones and that's also why I hesitate: the iPad one is already the best of the three, can they actually make it any better? Very likely.

But here's the thing. I have all three versions of OmniFocus and I use them all. But when OmniFocus 2 for iPad or Mac comes out, I'm buying them again immediately.

Because I truly don't know of any other To Do software that is this good.

I ask about that and about Windows and so far so far nobody has ever piped up with an answer during the workshop, during the after-session nattering (possibly my favourite part) or over the many emails I get later.

That's not a scientific or statistically valid sampling of people to call from. For the most part, I don't presume any computer knowledge and I don't ask anyone in advance what equipment they prefer to use. But most festival or university blurbs that describe my talk use one of the many texts I give them and they they invariably include the phrase “make your computer work harder for you”. If you were deeply into Windows software already, or Mac for that matter, I don't think that line would sell the workshop to you. So very broadly, I think one can expect fewer than average power-users in a typical workshop. Which means we can equally expect fewer people to know Windows software well enough to tell me what they've got that is as powerful as OmniFocus.

I know I'm right in all this but I want to tell you that I doubt it matters. I doubt that there is actually an equivalent to OmniFocus in Windows. But telling you that now, six years into this post, feels a bit rich. So let me show you what I've been working on for the workshop I'm doing next week. This is a special limited-number workshop for a specific group of writers that I work with on Writing West Midlands' Room 204 programme. I know them so I have an idea of how they like to work and what kit they use. Many are PC fans and I will ask them for advice but I think it's time I stepped up.

So I've been looking into this in detail. Or at least as much detail as you can without owning a Windows PC. I've checked reviews, I've tried all the online web versions I can find and I've downloaded iOS companion apps. No Android, I don't have the facility to test that nor the patience of Job to go through all the Android permutations.

There is nothing in Windows that is as strong as OmniFocus for Macintosh.

However.

I've boiled it down to a few that have one of the core things of OmniFocus: the start date. Let's just take a second to think about that term and what we'd use it for. If I enter a new task in OmniFocus then I can, if I'm fussed, also give it a deadline date. An end date. If I want to, though, I can also stepm in and add what's now called a Defer Until date. In my head it's still a Start Date. But whatever you call it, OmniFocus uses it and uses it for this one specific purpose: to hide it from you.

It's little short of disturbing. You enter a task, tap in a start date and you're sure you've saved it, you're sure, but you cannot see it anywhere.

That's not entirely true. You can see it whenever you do a review of all your tasks. (Reviews are a big part of Getting Things Done, the ideas behind many successful To Do apps like OmniFocus and yet, weirdly, not many systems include it. Note, too, that the iPhone version of OmniFocus hasn't got reviews either. I truly don't understand why and I think it's a big gap. I'm okay because I just do my reviews on the iPad, where it is a gorgeous system. I do think once you start on OmniFocus you'll buy all three versions, but again, they're in flux. I don't know what to suggest.) There are other ways to find and see this new task but the kicker is that you don't get to see it on your main To Do List. It ain't there. At all.

It isn't there on your list and it isn't going to be there until that start date comes around.

Here's a typical, practical use for that. I'm doing The Blank Screen workshop at the Stratford Literary Festival in May. I've done everything I need to do to get that going, now I don't even have to think about it until mid-April when I'll update and rewrite the presentation. So get it off my list until April. I don't want to see it and I don't want to have to keep thinking “Is it April yet?” (Tell me I'm not the only person who would have to stop to think that.)

Typical, practical and shorter example: if I'm doing a particular job every week on a Tuesday, keep things off my list until the Monday when I need to think about them.

I could talk to you all day about OmniFocus and it would just be cruel if you're on a PC. But if we just and only talk about start dates, then we've got some options here. The following are all Windows apps with web versions that work crossplatform: if there's one you fancy, see whether it has a companion app that works with your phone.

Toodledo
By default, there are no start dates. But go to Account Settings and look for the many fields you can choose to switch on for a task. One of them is start dates and once you've ticked that, every task you enter has the option for a start date.

Appigo To Do
I was a big Appigo To Do user until I found OmniFocus. Since then it's become a little suite of programs including a web client and I'm honestly a little confused over what option gets you what. But as of a few months ago, Appigo To Do includes Start Dates.

It's rather poorly done on the iPhone version: you have no way to realise that this icon is for setting the end date and that one is for setting the start date. None. Do what I did: press everything. When you know which button it is, though, you're set.

Well, nearly. Appigo doesn't have the same control as OmniFocus so it's a touch less refined in what does and doesn't show you. But a task with a start date that isn't today will get separated from more urgent tasks on your list.

Asana
This is team-wide To Do management and that would put it outside my usual sphere of interest: I want to make you, personally and specifically you, more productive. Not companies. I reckon if everyone in a firm is as good as you then that's great, but it's you I'm working with.

It also tends to mean complex. Enterprise-wide software takes some learning and I haven't done that. But Asana promises start dates. It's even an automatic thing. Yet I couldn't figure it out.

There's a line somewhere between To Do apps and Project Management software. I think it might be here.

I'm disappointed that there are no start dates in the best-named To Do software ever: Remember the Milk. Going by the chatter on its support forums, there never will be either. So I'm afraid that means RTM is out for me.

They all are, I suppose: I've said before that you'd need Primacord explosive around my waist to get me away from OmniFocus on a Mac, iPhone and iPad. But there is Primacord, it is possible and I thought – I still think – that it will happen that some day there's going to be a better To Do manager. But it isn't today and it unquestionably isn't on a PC.

Zippy To Do app watches what you do

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You would need Primacord explosive wrapped around my waist to get me away from using OmniFocus as my To Do manager but that doesn’t mean it has an exclusive on all good ideas. And it doesn’t mean that sometimes I can be rather tempted. Today that temptation is an iOS app called Zippy and it’s because of what it does besides remind you of tasks.

Zippy is the simplest and quickest way to manage tasks and reminders. It provides you with Insights on your habits to help you get better at managing and completing tasks. Here’s what the infographic shows you:

• How many tasks you’ve completed and how many on time
• Completion breakdown by completed early, on time and late
• How far ahead you plan out your tasks and how close to completion time you finish them
• What time of day you’re best at planning and finishing tasks
• Weekday breakdown of when you create and complete your tasks
• How many times you snooze tasks

Zippy on the App Store

I’m not saying I’d like to be told how long it takes me to do a task – Zippy reports the average time from entering a task to ticking it as done – but I’m terribly curious. Not enough to swap from OmniFocus but enough to be very tempted.

If you fancy it too, get it now. Zippy is on sale for 69p UK or 99c US until 4 March. Get it on the iTunes App Store.

Pattern weeks part 6 – not so much

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Previously… in an attempt to get more done in huge week, I've scheduled some important slots. I'll do certain things for certain projects at certain times so that they are done and I know they are done and they are always progressing instead of ever coming to a pause. I call this schedule the pattern for the week and it's named after the term 'pattern budget'. That's the money you've got to spend on each one of many things, like episodes in a TV series. In practice, you shovel that cash around so your first episode can be really big. You just save the money later and it works out. Similarly, my pattern weeks get disrupted by other events: if I'm booked somewhere for a day, the people who booked me get me for the day. I don't go off taking meetings or phoning other people.

Sudden memory: Hays Galleria, London, by the Thames. I'm working on a magazine and every lunch time would go out to a nearby phone box with a pile of pound coins to make as many calls as I could. That would've been early 1990s and I wonder now if that's the last time I used a public phone box. The magazine was a technology one, long gone now, and I was one of the people reviewing the earliest of mobile phones. A brick with a handset. I can picture me standing by the Thames late one gorgeous evening, phoning people because I could.

Anyway.

I've been working away from my office a lot lately and that's disrupted the pattern twice over: I obviously lose the time I'm somewhere else but it also means getting ahead with some things before it, catching up with other things afterwards.

So the pattern has failed a bit since Part 5 when I said it was working. It still is, I think, and my only real grumble is that the chart I made of the pattern is so amateur that it hurts me. And it hurts me often. I replaced my beautiful iMac wallpaper with this horrible thing and it is also on my MacBook. Hate it. But for now and especially while I'm finding it hard to keep up because of disruptions, I'm going to keep it there.

More urgently for me, I think, is sorting out email. I have a follow-up mailbox that I bung in things I need to respond to and sometimes I also forward the mail right into OmniFocus, my To Do manager. Yet still, especially when weeks break apart, I let things go through cracks.

This week I'm using Polyfilla.

Review everything so you don’t have to see it all

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Yesterday's post about reviewing one's Evernote notes each day got me a message about how OmniFocus rocks reviews. It does. I even said so. In fact, I said it was because I'd felt the huge benefit of reviews in OmniFocus that I was going to give this similar Evernote one a go. But I didn't say what OmniFocus's review is.

I'm not sure I've even said what OmniFocus is. That's rare. Usually you can't shut me up about this software. It even comes up in my otherwise application- and platform-agnostic book about productivity for creative writers, The Blank Screen (UK edition, US edition)

Songs will be sung of the day I finally shut up about it. OmniFocus is a To Do manager but as I'm sure I've said before, that's like saying War and Peace is a stack of paper with some ink on it.

So, you may guess, I'm a fan. Rather than fan on at you about it now, though, I want to make sure we're clear on what a review is in this context. If you have OmniFocus, great. If you can get it – it only runs on Macs and iOS so Windows and Android users are out of luck – well, that's great too. But if you don't have it, you can still do this part.

Maybe not so well.

Actually, no, there's not a maybe about it. OmniFocus does reviews really well, most especially in the iPad version.

But you can and even more than I would go on at you about OmniFocus, I would go on at you about reviews.

Here's the thing.

Right now I have several hundred tasks in my To Do manager, arranged in probably a couple of dozen different projects. Everything I ever have to do, everything I ever think of gets chucked into OmniFocus. Now, many of them never get done. If it occurs to me, I'll add it to OmniFocus and think about it later. When that time comes, often I've done the thing already. Very often I'll find it occurred to twice so it's in there twice. And fairly often I'll look at it and decide no, I'm not going to do that.

But otherwise, it's all in here and it's all live.

Except.

I have a busy day today and OmniFocus is showing me 24 things. Just 24. Actually, hang on… I see I've done four of them this morning. Okay, that's 20 left. But as much as 20 is, it's nowhere near as much as several hundred. I can completely forget all the rest of them, I can pretend they don't even exist and because I do that, I am doing these twenty – wait, just remembered another one I've done, it's now 19 left – I am doing these 19 at a clip.

That's nice for me.

But the reason I can do it all is that OmniFocus is hiding the rest until I need them. And the reason OmniFocus can do that is because I review regularly.

On Mondays, Wednesdays and Fridays I open up OmniFocus and check every task in every project. If you think ticking one thing off as done is good, imagine how great it was just now ticking off five or doing a review and seeing you've already done thirty tasks. I look at every task and if it isn't done yet, I have a ponder about why. Do I need to do something else before I can get that done? Fine, add another task. I rattle through these remarkably quickly and at the end I still have the hundreds of tasks but I know what they all are.

And most importantly, I know they're being dealt with. Those things I have to wait for Bert to call me back, they'll wait there until he rings me or I chase him. Those things I know I have to do on Tuesday, I'll see the list on Tuesday and not before.

You end up trusting your system, whether it's OmniFocus or anything that works to David Allen's Getting Things Done ideas (UK edition, US edition). And that trust is amazingly liberating. Knowing that you list is only showing you what you need to know now, it means that the list is doable.

And that means you do it.

This is one of the key things that makes a To Do list something I use rather than hide away from. And it's just this simple idea of a review.

Seriously, you don't need OmniFocus to do this. But, seriously, OmniFocus could just be the finest piece of software I've ever used and it is certainly the one thing that has made me productive. You'd think they were paying me.

If you must use email as your To Do list…

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…well, you're going to go spare with confusion and the effort you put into managing it all will be achievable but wasted. I'm all for To Do lists but I want to spend the least time on the list and the most time doing the things I have to do. Email just doesn't cut it – but many people disagree and one group of them has also done something about it. Mindsense has released a Mac version of its iOS app Mail Pilot.

You read your email through it as normal but then mark it as if it is a task. So a previously-accused Email To Do-Er would read a message, see that the sender needed them to do a thing, and then they'd mark it as unread. Now in Mail Pilot, you instead have the option to mark something as Incomplete. Later, when you've finally remembered to do the thing buried deep down in last Tuesday's email – and checked that it only needed you to do one thing, not a dozen – you can mark it as Complete.

I sound like I'm knocking Mindsense and their new software but if I worked this way, I would use Mail Pilot. It has quick keystrokes for marking things up, it can set various reminders for you to alleviate the Last Tuesday Syndrome, it's been working popularly on iOS for some time.

I just think it's Occam's Razor: do you use a stylish-looking, well-made app to try managing your email To Do list or do you stuff email and do this properly in a real To Do task manager?

Mail Pilot is on sale for an intro price of US$9.99

Email your To Do tasks right into OmniFocus

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I can’t tell you that I am obsessed with OmniFocus and then go away. Equally, I can’t ram a thousand enthusiasms down your throat. So let me compromise by giving you one reason, just one, that OmniFocus works for me.

Emailing tasks. 

There’s a feature called Maildrop and it is extremely simple yet transformative. Do I mean the word ‘yet’? Maybe it’s so useful, maybe it became so instantly part of my work specifically because it is simple.

Here’s the thing. I’m a writer so I spend a huge amount of time at the keyboard and easily the majority of things I have to deal with come via email. So I’ll read the email and if I can deal with it right then, I’ll deal with it right then. Otherwise, I forward it. 

To my secret OmniFocus email address.

I’ll tap or click the forward button, Mail will auto-complete the address as soon as I type the first couple of letters, and then wallop, sent.

And then the next time I look in my OmniFocus To Do list, there it is. The task is the subject heading of the email – so I might well change that to something more specific either when I’m forwarding it or now as I poke about in OmniFocus – and the body of the email is a note within the task.

Many, many times I will get one email that has several tasks in it. Highlight one of them, tap forward and Mail creates a new message that has only that text in it. Then whack it off to OmniFocus. Go back to the original email, highlight the next bit, whack and wallop.

You could also set rules to do this automatically: any email from your biggest client gets routed straight into OmniFocus for you. I have never once tried this. But you could.

What I have done very often is email in to OmniFocus from wherever I am. OmniFocus only runs on Apple gear but if you’re at a PC or you’re on someone’s Android phone and need to note down a task, email it to your secret address.

Last, if I’ve got an email where my reply is about the task, I’ll BCC it all to my secret OmniFocus address: in one go, my recipient gets his or her reply and I have that task in my ToDo list. 

Once I forgot to BCC it and the secret address showed up in the email I sent someone. Next time I went in to OmniFocus, there was a task waiting: “Pay Jason the £1 million you owe him”.

Harrumph.

I can’t remember a time when Maildrop wasn’t a feature in OmniFocus or when I wasn’t using it. I don’t just mean that as a way of saying cor, it’s great, it’s indispensable. I do think that, although I wish it could do more, but I also mean it literally: I’ve not a clue when I started using it. Which is a huge shame because if you can be bothered to poke about a bit, OmniFocus will tell you how much you use the feature.

I just went to check for you and it says: “Used 982 times, most recently 2 hours ago”.

And the very big surprise for me is that it’s a whole two hours since I last used it.

Learn more about OmniFocus Maildrop here and have a look at the Mac, iPhone and iPad versions here. 

SlydooTasks To Do Manager

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Full disclosure: I’m an OmniFocus obsessive (nee user) and I’ve said before that it would take primacord explosive wrapped around my waist to get me to move away from it.

But then, I was pretty addicted to Appigo’s To Do app before finding OmniFocus so I can be moved. More, OmniFocus isn’t cheap. Actually, I think it is ridiculously cheap given how much use I get out of it and how enormously it has helped me but if you buy it and it just doesn’t do it for you, then it’s expensive. There are three OmniFocus versions (iPhone, iPad and Mac) and I spent £80 ($130 US) on all three.

Whereas SlydooTasks is 69p or 99c US. It’s too soon to say that it’s being recommended to me but I am hearing about it and the thing that keeps being said is that it is particularly good at filtering your tasks: letting you see the wood for the trees. 

Before you spend that whole 69p and, more significantly, the time that it will take you to explore a new app and decide if it’s the one for you, take a look at a YouTube video by the developer that walks through it all: http://youtu.be/g7wJJhc5sk0

And if you then fancy it, SlydooTasks is in the iTunes App Store (UK link, US link).

OmniFocus: speed it up by archiving completed tasks

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Nobody actually uses OmniFocus. Nobody actually owns it. There are some folk who haven’t heard of it, there are many who are on PCs and so can’t get it, but then the rest of us live in OmniFocus and it owns us. Not the other way around. I live in this application and I for one welcome our new OmniFocus overlords, but still I have never once done this trick for speeding it up.

Truth be told, it’s never got all that slow for me. But the time will come and this is a smart guide from a very good new site called The Sweet Setup that tells you why you should archive off your old tasks and how it will help you:

How to archive completed tasks in OmniFocus for faster syncing