I’m just starting to do much more task delegation, and my current method is pretty atrocious -> Omnifocus, email, and messengers. I would love to get help on how I’m doing this. Here are the steps I currently take with the problems detailed out
Step / Problem 1: Storing into Omnifocus. Where do things go?
Suppose I have to call my dentist’s office to schedule an appointment as part of a project to get my teeth cleaned.
Task: Call Dr. X at XXX-XXX-XXXX to schedule a cleaning
Project: Health:Get teeth cleaned
@phone : calls
But now, the item is delegated to my assistant Aina
So is the context
phone : calls or is it
@people:aina or is it
And then do I create another task in
@waiting or in
Step / Problem 2: Sharing the task
Now I need Aina to know about this task. So where ever it is, what I’ve been doing is printing Omnifocus to PDF and emailing that as an attachment. However, it does not always include all the info in the note field, specifically, I have not been able to get it to print the screenshots that I often paste into the note field.
Step / Problem 3: Tracking completed items
When Aina tells me that the item is completed, I generally don’t bother marking it as complete. She sends me a running list of the pending items that she has to complete, the problem arises when I need to email her new tasks and now the print PDF includes all the old completed tasks.
Another Step / Problem : When the task is shared via text / chat
Sometimes I share tasks over text or a messaging app. In these cases, the likelihood of the task being forgotten by the person is significantly higher than over email. Most people don’t capture everything or review their old messages. Then I end up having to follow up (hopefully I did capture it into my @waiting).
Should I just use Asana instead of Omnifocus for delegation? But then the capture is so much slower AND I am fragmenting my tasks. What competitors are there to Asana? Maybe an integration with another app to share? I found a Github gist for merging from Asana into Omnifocus but it’s only one way.
Are there any todo apps you know of that have two way integrations or scripts available with Omnifocus?