![]() ![]() My prior firm kept paper files so file naming conventions weren't as important. The naming convention we started with and aren't happy with is the following: for workpapers "2019 tax workpapers - xx" where "xx" represents the client's initials, and "2019 tax workpapers - xx" and "2019 engagement letter - xx." We move it into the "Internal" folder and combine the files to create our workpapers. We use the "Uploads" folder as temporary storage for what the client uploads through Sharefile. ![]() We keep their prior tax returns under "Taxes" by year. To reinforce this desired outcome, it can be handy to include an action group within the project that details the conditions that need to be satisfied in order to. In this article, we’ll look at some best practices for naming projects and single action lists, drawing some wisdom from David Allen’s Getting Things Done (GTD) approach. The clients have access to their Taxes and Uploads subdirectories. The Best Practices for Naming OmniFocus Projects article discusses the importance of naming a project in a way that clearly describes its objective (e.g., Plan Trip to Vienna). Currently, each client has a subdirectory under which we have the following subdirectories Internal, Other, Taxes, Uploads. Decide which option is best for you, then visit our online store to start a free two-week trial. After the free trial, it is 39.99 for the standard version or 59.99 for the Pro version. This is best for people who plan to purchase (or have already purchased) the native OmniFocus apps separately, minimizing ongoing subscription costs. If you do decide to give OmniFocus a shot, there is a 2-week free trial when you download it from the App Store. For a couple of CPAs, some of this was outside our wheelhouse! One thing we could use help with before we grow any larger is file naming conventions. OmniFocus 3 for iOS is out, and there’s a ton of new stuff to make focusing on the right tasks at the right time even easier. Web Add-on subscription (4.99/month or 49.99/year): Gets you OmniFocus for the Web. There are so many things to do when you start a new business: business name, logo design, marketing, web site, software, etc. Hi fellow Redditors! After several years working for others, my brother and I started a tax practice last year. 2 Top Best Practices for OmniFocus (and Getting Things Done) By Josh Weidmann - 1868 0 If you’ve been using OmniFocus for any amount of time you’re well aware that the best way to create actions is in project mode. ![]()
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |