By Manny Fernandez

October 9, 2016

Workflow on macOS

Workflow on macOS

Sierra icon 2x

I have been currently running Mac OS X for a year (since this writing).  I have become obsessed with workflows.  If I can cut down 5 minutes of my time, that is 5 extra minutes I have to enjoy life (although usually it is to work more).

Currently I run a MacBook Pro 15″ Retina with 16GB or RAM and a 1TB Flash Drive.  Love it.

Applications I use on the MacBook:

OmniFocus – This application allows me to import all my tasks for a particular project and define ‘defer dates’ (AKA Start Dates) and due dates.  When on site, I can create a perspective which is essentially a filter to only show me tasks pertaining to that project; helps with my A.D.D.

TextExpander  – This application allows you to create shortcuts of text and even smart prompting for use in scripts.  For instance, if I were to type ‘;re’ (without the quotes) this is what it would automatically replace it with:

Regards,

Manny

Evernote – Wow! What can I say about Evernote?  I love it.  It syncs to Windows, Mac, Linux (web), iPhone and Android.  With iOS (recently release on Android as well) you can take a picture of a business card and not only will it save the picture of the card in Evernote, but it will add it to your contacts, send a LinkedIn invite (optional) and can send the person who you just scanned your vCard.  It supports markdown and with the premium edition, allows up to 4 GB a month of uploads.

1Password – Great Password manager.  Syncs with iOS, Mac and now Windows.  Has a great security feature as well that monitors sites that have been compromised and notifies you to change your password for that site.

SecureCRT  – One of my favorite tools.  I used this while I was running Windows, then when I ran Linux for many years, and now on Mac. It is fantastic.  It supports python scripts and has a great script recording feature.  Saves your sessions so you can easily connect to customers.  I have over 300 sessions in my config.  I am a beta-tester for VanDyke Software and love to put new versions through the ringer.

UltraEdit  – Great text editor with so much more.  Great RegEx support as well.  I use this daily.

BusyCal – Love this calendar app.  It integrates with Exchange, Gmail. Office 365, iCloud etc.  Very flexible and much cleaner than the default calendar.

PDF PenPro – Great for creating PDF Forms, has an incredible OCR feature where it will turn a PDF into a Word Document.

MailTags 4 – This is a must have.  It allows me to send an email and add a follow up or tickler to it.  This way I can set it to remind me in three days (or whatever you like) that I sent you an email and was awaiting a response.  Additionally, it allows you tag mail with projects and or keywords.

Mail Butler – This is a new one to my toolbox, but I wrote a blog post about it.  Excellent tool.

Cisco Spark – Spark is an excellent collaboration tool that allows you to create teams and within the teams create rooms.

Applescript for my projects

Here is a link to myscript.txt

Although still a work in progress, this is essentially what it does:

I have a shortcut key ⌘ 8, which will pop-up and ask me for the Job Name, then the Customer Name and then ask if I want to create an OmniFocus project for it.  Once I enter the Job Name and the Customer name it will automatically create all of my directory structure I use for a common project.  If I choose YES on the OmniFocus question, it will ask me where the OmniOutline file is that contains the tasks.  I then import it into OmniFocus.  It then creates an Evernote note with the Customer, Job Name and Date.

Using TextExpander I have created a shortcut for updates Evernote, OmniFocus or even the office ticketing system.  By typing ‘;up’, Text Expander will automatically add:

===============================================

20141209-0037:

I can then start typing the update.  As you can see it adds the Year, Month and Day plus the current time.  Very useful for updating statuses.

I also use mail plugins for Evernote which allow me to move/copy things to my Evernote.

:: Coming Soon:  Part 2 and iOS workflow.

The vi Cheat Sheet (2026 Edition): From Survival Keys to Power Moves

The vi Cheat Sheet (2026 Edition): From Survival Keys to Power Moves

Use this vi cheat sheet to master survival keys and power moves. Learn vi modes, operator grammar, and vim extensions for fast config editing.

Read More
grep vs. egrep vs. fgrep: One Engine, Three Personalities

grep vs. egrep vs. fgrep: One Engine, Three Personalities

Learn the difference between grep, egrep, and fgrep. Fix legacy scripts, handle deprecation warnings, and choose the right mode for fast log analysis.

Read More
Monkey Bites – Auto Move Shortcut for macOS

Monkey Bites – Auto Move Shortcut for macOS

Create a macOS Shortcut to auto move files from your Downloads folder into organized subfolders based on file extension. Includes automation setup.

Read More