Using perspectives to store your OmniFocus window settings
You may find certain ways of setting up your OmniFocus window that are useful enough to make you want to come back to them again and again: your morning glance at what’s due today, your weekly review, or your retrospective of what you’ve gotten done lately. With perspectives, you can save view settings and get back to them whenever you like.
To create a perspective:
Set up an OmniFocus window with the view mode, columns, focused items, sidebar selection, and view bar settings just the way you like them.
From the Perspectives menu, choose Show Perspectives Window.
Click the plus button at the bottom of the Perspectives window.
Type a name for your new perspective.
To assign an icon to a perspective:
In the Perspectives window, if the settings are not visible, click the Expand Settings button
at the bottom of the window.
At the top of the settings area is the selected perspective’s current icon. To choose a different icon, click the arrow to the lower-right of the icon. Or, drag any image and drop it on the icon to replace it.
There are several ways to open a perspective:
Double-click the perspective’s icon in the Perspectives window.
Choose the perspective from the Perspectives menu.
Choose Customize Toolbar from the View menu, and add the perspective to your toolbar as a button; then click it.
To replace an existing perspective with new window settings:
Get a window looking the way you want (possibly by opening the existing perspective and then changing a couple of things).
From the Perspectives menu, or the gear menu in the Perspectives window, move the mouse to Save Window As, then choose the perspective you want to replace. You can also choose Take Snapshot if you already had that perspective open.
The Perspectives window’s settings area, available by pressing the Expand Settings button
, gives you a lot of power. Here is a rundown of what all of its bits and bobs are for. Shortcut Recorder — Right below the icon area is a place for you to assign a keyboard shortcut to the selected perspective. Just click in the field, then type the keyboard shortcut you want to use.
View Mode — Use this to choose whether the perspective should open in Planning mode, where actions are assembled together in their projects, or in Context mode, where actions can be grouped however you like. This affects which other settings are available.
Restore Focus — If you select this, the focus in effect on the window you saved will come back when you open the perspective. (You can check the focus at the top-right of the Perspectives window.) Leave it deselected if you want to be able to open the perspective while maintaining your focus. Note that having no focus counts, so you can have a perspective that always returns you to a non-focused state.
Restore Layout — Select this to make the perspective remember the window size, window position, and columns of the window you saved. Otherwise, your existing window will keep its layout when you open the perspective.
Restore Expansion — Select this to make the perspective go back to the particular expanded and collapsed state of all the little triangles in your sidebar and outline as they were when you saved it. Deselect it if you don’t care what the expansion state was.
Restore Selection — If you select this, opening the perspective will select all of the things that were selected in the sidebar and the outline when you saved it. If you had nothing selected, it will deselect everything. Otherwise, opening the perspective won’t change your selection state.
Restore Settings from a Planning / Context Mode Perspective — Because a perspective only applies to either Planning mode or Context mode, you might want to open two of them at once, one for each view mode. Turn on this setting and choose a perspective that applies to the other mode. Then any time you open this perspective, the complementary perspective will open in the other mode. You can switch back and forth between the two modes with the View menu or the View Mode toolbar button. If none of that makes any sense to you, you probably don’t need this feature anyway.
The right side of the settings area shows the focus and View Bar settings for the selected perspective. You can change the filtering, sorting, and grouping here immediately rather than setting them in the View Bar and saving the perspective again.
To quickly print a perspective without even having to open it, click the gear menu at the bottom of the Perspectives window and choose Quick Print. If your print options are already as you like them, you can hold Command while choosing Quick Print and bypass the Print window entirely. You may find this handy for dashing off a copy of your errands perspective onto some note cards before you run out the door, for instance.
To delete a perspective, just select it and press the Delete key.