If I want to clear one of these Due tasks early, I will flag it so it appears in the Dashboard perspective.
I look at my Forecast to see what I have being released from their Defer status over the following days, as well as upcoming due tasks. When I complete my review of how the day has gone (I use Day One), I follow up with an OmniFocus review.
Personally, I populate my dashboard with the following, however there is no right or wrong way to do it, only your way that works for you. There are many ways that you can utilize this to fit your own workflow and style of doing things. This allows you to have a snapshot view of all of the key tasks you either have to, or would strongly like to, achieve today. By setting the Filter by Status option to Due Or Flagged, only tasks that have a Due date of today (or has an upcoming due date, dependent on how you have configured this in Preferences), or tasks that are flagged, are present. The key configuration that supports the use case of the Dashboard perspective comes within the Filtering section. By not using the project hierarchy, you have the ability to be able to group by Contexts I also sort them by their Due date. The options in the Presentation section differ dependent on the hierarchy you have decided to base your perspective on. What needs doing on my laptop at the office? Which calls do I need to make? When I meet up with my boss later, what key points do I need to discuss with him? This is all going to be displayed within my Dashboard perspective. Secondly, I like to be able to look at the day’s tasks organized by the different modes I will find myself in. One, I use this perspective on both my iPad and iPhone and perspectives based on the project hierarchy will not be available for view on these devices. I don’t follow a project hierarchy, instead using the context view. The configuration for the Dashboard really is pretty basic.
In fact, I didn’t realise how simple I was until I typed that line! To this end, the most used Perspective I have configured at the moment is, without doubt, the Dashboard perspective (others call this the Today perspective. They are great because in order to reach our productivity potential, we need to be able to focus solely on the tasks that are important and available now whilst blocking out the noise that can siphon our attention away from the actions that really matter now. If you are still reading this post, then I’m going to assume that you are an OmniFocus user and understand the concept of Perspectives. Instead of a summary I’d like to discuss one specific aspect of my setup which has been heavily influenced by Creating Flow with OmniFocus 2 and that is Dashboard Perspectives. It is so valuable I’d recommend buying the book in order to fully embrace the philosophies that Kourosh suggests. I’m not going to give you a detailed summary of the contents. I’m comfortable with the decisions that I’m making and the actions that I am not currently taking–mainly because of this book. I’ve developed a writing habit which allows me to comfortably produce over 1,000 words per day and I know exactly when they are going to be written. Now I am able to compartmentalize certain areas of my life and block out all of the ‘stuff’ that doesn’t currently need my attention. This post is being created as a direct result of the book. In fact, the mainstay of my current setup is down to the advice and recommendations that are laid out in the book. I had the privilege of reviewing Creating Flow with OmniFocus 2 by Kourosh Dini and I took many positive influences from it.
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