I’ve been trying out NotePlan lately, and it’s a fantastic app for macOS and iPadOS. It’s great for taking notes, managing tasks, keeping a calendar, and even Bullet Journaling. The way it gives you date related notes (daily, weekly, monthly, quarterly, yearly notes), alongside blank project notes, is unparalleled. You have to try it, it’s difficult for me to explain. The developer, Eduard Metzger, is always improving it with new plug-ins, templates, and AI tools. Working in NotePlan is a real pleasure.

However, when it comes to task management, as always, as ever1, I’m going back to OmniFocus. I have all my work-related projects (over 200 client cases) in OmniFocus. The features I can’t live without are tags, defer and due dates, perspectives, and the amazing project review system. I also rely on a few Omni Automations.

So, I’ve decided to use OmniFocus for project and task management, and NotePlan for research, note-taking, and journaling. Hookmark lets me link the OmniFocus project, the NotePlan note, and the Finder folder for each client case. Plus, a Keyboard Maestro macro makes it easy to automate the process of creating a new project and linking all these resources together.

My ‘summer cleaning’ protocol is all set, and I’m ready to get back to work next week. Not that I’m looking forward to it.

  1. William Gallagher FTW. ↩︎