Omnifocus Web

Posted : admin On 31.08.2021
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The Inspector holds tools for editing your actions, projects, and tags.

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With something selected in the outline or sidebar, the inspector automatically shows fields relevant to the selection. Click the Inspect button in the toolbar to show or hide it.

This chapter explains the purpose and function of the inspector’s various sections and the options they contain for editing your OmniFocus items.

OmniFocus is powerful task management software for busy professionals. With tools to help tame the chaos, you can focus on the right tasks at the right time.

Each section of the inspector has a disclosure triangle next to its name. Click it to collapse or expand the section.

Title

Every item or tag you add to OmniFocus has a title, which you can edit with this section of the inspector.

Web

Select the title text in the inspector to edit it.

Most workflows use an item’s title to represent an actionable task—either a standalone action item, a step in a project, or the project goal itself.

By contrast, titles for tags typically represent people, places, things, or situations relevant to completion of the tasks at hand.

Type and Status

Use this section of the inspector to set attributes specific to the type and status of an item selected in the outline.

The name of this section changes depending on what you select.

Inbox Item

The Inbox Item section appears when you select an Inbox item or item group.

This section includes the following attributes:

  • Status—A switch for setting the status of the selection. Inbox items and groups can be Active, Completed, or Dropped.

    Inbox items have the Active status by default. For more on the meaning of each status, see Item Status.

  • Flag—A flag that is either empty (unflagged), filled orange (flagged), or with an orange outline (inherited flag). Click it to set or remove flagged status on the selection.

    When a flag is set on an inbox item, it appears in the Flagged perspective. If a flag is set on an item group, the items within it inherit the flag.

  • Type (item groups only)—A switch for setting the type of the group. Item groups can be either Parallel or Sequential.

  • Project—A field for setting the item's project. For Inbox items and groups, this field is empty; assigning a project to an Inbox item typically causes it to leave the Inbox.

    Assign a project to the selection by entering its name in the field, or click the down arrow for a list. To create a new project for the selection, enter it in the field and choose Create new project name.

  • Complete with last action (item groups only)—A checkbox that determines whether the group status automatically changes to Completed when the last item is completed. (If deselected, the group status must be changed to Completed manually.)

Action

The Action section appears when you select an action or action group.

This section includes the following attributes:

  • Status—A switch for setting the status of the selection. Action items and groups can be Active, Completed, or Dropped.

    Actions have the Active status by default. For more on the meaning of each status, see Item Status.

  • Flag—A flag that is either empty (unflagged), filled orange (flagged), or with an orange outline (inherited flag). Click it to set or remove flagged status on the selection.

    When a flag is set on an action, it appears in the Flagged perspective. If a flag is set on an action group, the actions within it inherit the flag.

  • Type (action groups only)—A switch for setting the type of the group. Action groups can be either Parallel or Sequential.

  • Project—A field for setting the action's project.

    Change the action's project by entering a different project name in the field. To create a new project for the selection, enter it in the field and choose Create new project name. Click Go to Project to open the assigned project in the Projects perspective.

  • Complete with last action (action groups only)—A checkbox that determines whether the group status automatically changes to Completed when the last item is completed. (If deselected, the group status must be changed to Completed manually.)

Project

The Project section appears when you select a project.

This section includes the following attributes:

  • Status—A switch for setting the status of the selection. Project status can be Active, On Hold, Completed, or Dropped.

    Projects have the Active status by default. For more on the meaning of each status and how it affects availability of items within the project, see Project Status.

  • Flag—A flag that is either empty (unflagged), filled orange (flagged), or with an orange outline (inherited flag). Click it to set or remove flagged status on the selection.

    When a project is flagged, the actions inside it inherit the flag and appear in the Flagged perspective.

  • Type—A switch for setting the type of the selection. Projects can be Sequential, Parallel, or Single Actions.

    Projects have the Parallel type by default. For more on the meaning of each type and how it affects availability of items within the project, see Project Type.

  • Complete with last action—A checkbox that determines whether the project status automatically changes to Completed when its last action is completed. (If deselected, the project status must be changed to Completed manually.)

    Projects of the Single Actions type do not display this attribute, since they have no last action and are not conventionally considered complete.

Tag

The Tag section appears when you select a tag in a view that lists tags in the outline or sidebar.

This section includes the following attributes:

  • Status—A switch for setting the status of the selection. Tag status can be Active, On Hold, or Dropped.

    Tags have the Active status by default. For more on the meaning of each status and how it affects availability of items the tag is assigned to, see Tag Status.

  • Added—Lists the date that the tag was added to your OmniFocus database. This value is set when the tag is created and cannot be edited.

  • Changed—Lists the date when the tag was last changed. This value is updated automatically when you edit the tag and cannot be directly edited.

Tags

Use the Tags section of the inspector to add tags to a selected item, or review any tags it already has.

Tags represent associations that tasks have to you and the surrounding world. Click the field in the inspector and start typing to add a tag to an item; existing tags are available to autocomplete. To create a new tag for the selection, enter it in the field and choose Create new tag name (or press Command-Return).

Items can have as many tags as you like.

Dates

Omnifocus Web

Use the Dates section of the inspector to set time-related attributes for items that have requirements for when they should start, end, or both. This section also displays times related to an item's creation, modification, and completion.

Estimated Duration

Use the Estimated Duration field for the amount of time (in minutes or hours) that you think it will take to complete a task.

Defer Until

Use the Defer Until field to set or change the selection’s defer date. Use the +1 day, +1 week, and +1 month buttons beneath the field to add a new defer date at the default time plus the button’s value, or augment the existing date by the value of the button.

When a defer date is set on an item, it is not considered available for action until that date is reached.

If a defer date is set on a project or group, items within it inherit that date. (A defer date set directly on the item will override the inherited date, if it is later.)

Due

Use the Due field to set or change the selection’s due date. Use the +1 day, +1 week, and +1 month buttons beneath the field to add a new due date at the present time plus the button’s value, or augment the existing date by the value of the button.

When a due date is set on an item, it is considered due at that date (and due soon based on your Dates and Times preferences).

If a due date is set on a project or group, items within it inherit that date. (A due date set directly on the item will override the inherited date, if it is sooner.)

Completed

Use the Completed field to set or change the selection’s completion date. If the selection has a status other than Completed, entering a date here (even a date in the future) changes its status to Completed.

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Added and Changed

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The date the selection was added to OmniFocus and the date it was last edited. These values are derived from your editing history, and can’t be changed directly.

Supported Date Formats

You can be creative with the way you enter dates; OmniFocus is good at guessing what you mean. For example:

  • 2d, –3w, 1h, 1y1m, and so on — Relative dates and times put the date at a certain amount of time from right now. Negative numbers represent times in the past.

  • 2 days, –3 weeks, 1 hour, 1 year 1 month, and so on — You can use the full names of units too.

  • yesterday, tomorrow, tonight, next thursday, last month, this friday, and so on — You can refer to relative dates using common words. “This”, “next”, and “last” have specific meanings: this friday always means the Friday in this week, next friday always means the Friday in the next week, and last friday always means the Friday in last week, regardless of what day today is. Other units work in the same way.

  • september, fri, 2019, and so on — If you enter the name of a specific time period, the date will be at its beginning. So september means September first.

  • 5/23/08 10a, 9.30.09 2:00 PM,* and so on — You can use the short date format as defined in your Language & Region system preferences.

  • 2w sat, 4d @ 5p, mon 6a, aug 6 tue 5p, and so on — Mix the available formats however you like.

  • now, 9, 14:00, tom, and so on — OmniFocus makes its best guess at things like bare numbers, times, and word fragments. If you think something might work, give it a try.

Note

Use the Note section of the inspector to add, view, and edit the note associated with the selection.

To add a note to an item, click the note icon in the outline near the item’s title, edit the note field in the inspector, or choose Edit > Edit Note (Command-’).

Attachments and text styles added in other versions of OmniFocus sync with OmniFocus for the Web, but are not displayed and cannot be interacted with directly using the web client.

OmniFocus for the Web — a browser-based companion to OmniFocus for Mac and iOS — includes the core OmniFocus features: you can check off actions, add new actions, view your projects and tags, and plenty more.

Omnifocus Web Review

Let’s take a tour!

Inbox

There are four built-in perspectives: Inbox, Projects, Tags, and Flagged.

To get to Inbox, if it’s not already open, click the blue inbox-looking icon at the very top of the sidebar (the black strip on the left).

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In Inbox you can enter new actions for later processing. It looks as you’d expect — it looks like OmniFocus for Mac, by design, which means it will be familiar to Mac users.

Click the + button at the upper-right of the window to add a new action. You then have a “New Task” item, ready for editing. You can set its project, add tags, set a due date, add a note, and flag it, all in the task editor.

The … button at the far right adds additional commands: you can create another new action or delete this one.

And, most importantly, you can mark actions as completed — check them off! — as you’d expect: click in the circle at the left side of the action.

Inspector

Now — and this is key — you don’t have to edit all of an action’s data inline. If it’s easier to use the Inspector, you can. If it’s not already open, click the circle-i button at the very upper-right of the window to open it.

The inspector is, again, very similar to the inspector in OmniFocus for Mac: it’s almost a clone. You can edit an action’s title, status, project, flag, tags, dates, and note in the inspector.

Projects

The second built-in perspective is Projects: click the four blue dots in the sidebar to open it.

You’ll see all your projects, including folders and sub-folders (if you have any).

You can expand and collapse in the sidebar and in the action list. You can edit projects (inline and via the Inspector), add actions (via the toolbar + button), and edit actions.

You can even drag and drop actions to move them.

To create new projects: at the very bottom of the sidebar is a + button with a popup menu. Click it to create New Parallel Project, New Sequential Project, New Single Action List, and New Folder.

Tags

This perspective shows you all your tags. Select a tag to see all the actions for that tag.

You can add a tag: click the + button at the bottom of the sidebar. (You can also add tags when editing the tags for a task.)

To add a new action to a tag, or to delete a tag: select it, then click the button at the far-right: you’ll see a menu with New Action and Delete Tag.

To edit a tag name, click it in the sidebar — you can edit it inline. Or you can edit its name in the Inspector.

Flagged

The last perspective shows your flagged items. It lists your tags in the sidebar. Select a tag to see all the flagged items with that particular tag.

To go back to showing all — with no tag selected — just click again on the flag button in the sidebar.

You can edit the flag for any item — here as in any perspective — by clicking the flag button on its row, or by selecting it and clicking the flag button in the Inspector.

All About the Toolbar

At the upper-left in the toolbar is an icon that looks like a checkbox. Click it to get a menu: About OmniFocus Web, Reference Manual, Contact Omni, Release Notes, and Sign Out.

Next to that is a chasing-arrows icon: click it to sync right away. Normally this isn’t something you’d have to do, but it’s there just in case.

To the right of that is a button for opening and closing the sidebar on the left. On smaller screens it can be useful to hide it.

The eye icon — we’ve heard it called “the eye of Sauron” from time to time, but don’t let it scare you! — lets you customize View Options, so that the current perspective shows First Available, Available, Remaining, or All. (The list will be different based on what makes sense for the given perspective.)

Then jog all the way across the whitespace… to the broom icon: the Clean Up command. It removes items that can be removed from the current perspective.

To its right are a pair of circular arrows: the one on the left is Undo; the one on the right is Redo.

Then there’s the circle-plus button, mentioned earlier, which creates a new action in the current location.

Second-to-last is the “add items from anywhere” button — it looks like an inbox with a + sign above. No matter what perspective you’re in, you can use this to quickly add an item to Inbox without having to actually go there. (This is very similar to the Quick Entry window in OmniFocus for Mac.)

And, finally, there’s the previously-mentioned Inspector button.

Next Actions

This is a first release of OmniFocus for the Web. It’s obvious that we could add more features — but first we want to learn how our customers use it; we want to learn more about what they need and want.

So be sure to let us know! Click on the checkbox icon in the upper-left and choose Contact Omni.

And keep watching the Omni blog for news about updates and new features.