Integration and Automation
This chapter is actively being updated for OmniFocus 4.9.1.
The latest version of the manual is available on our website.
Just as OmniFocus is an integral part of your life, we strive to deeply integrate OmniFocus into the system of whichever device you are using.
As part of helping you to accomplish more every day — anywhere you go!, we continue updating OmniFocus:
- OmniFocus 4.4 updated Siri capture on Apple Watch, bringing it to parity with iPhone, iPad, and Apple Vision Pro.
- OmniFocus 4.5 migrated most of OmniFocus to work with Apple’s new App Intents system, and brought cross-platform parity to Spotlight.
- OmniFocus 4.7 expanded that support to include Planned Dates, improved Repeats, and Mutually Exclusive Tags.
- OmniFocus 4.9 completes our transition to App Intents, adds new and expanded Shortcuts Actions, and supports interacting with your database using Siri AI.
OmniFocus supports a wide range of Apple technologies, including:
In addition to the available Apple technologies,
we have created
our cross-platform automation system:
Omni Automation
!
Apple Intelligence
Apple Intelligence is available on Mac, iPhone, iPad, Apple Watch, and Apple Vision Pro, if your device meets the minimum system requirements:
As Apple continues to update Apple Intelligence, we evaluate each new feature to determine which will help you accomplish more in OmniFocus. OmniFocus currently supports:
Siri AI (Beta)
Siri AI is an enhanced and more powerful version of Siri. Siri AI is currently available as a Beta feature from Apple, available on selected devices beginning with the release of OS 27.
Siri AI support for OmniFocus is available on Mac, iPhone, iPad, and Apple Vision Pro.
Please note that Siri AI is a Beta release, and may yield unexpected or incorrect results.
We will keep improving and updating OmniFocus as Apple continues to improve and update Siri AI. Please feel free to Email Support to report issues, ask questions, and help us improve our support for Siri AI!
Configuring Siri AI
For general information about Siri AI, please read Apple’s page about Apple Intelligence and Siri. To see if your device is supported, scroll down to the Apple Intelligence is compatible with these devices section of that article. Note that the list of devices which support Siri AI is smaller than those which support general Apple Intelligence features; that list is available in the How to get Apple Intelligence article, linked above.
To request access from Apple, once you have updated to OS 27:
- Open System Settings.
- Select Siri.
- Request Beta access.
You may need to request access on each device which can use Siri AI.
Once Apple has granted you access to Siri AI, OmniFocus should automatically be included in your Siri AI learning and results. If you want to confirm that OmniFocus is included:
- Open System Settings.
- Select Siri.
- Select App Access.
- Select OmniFocus.
- Under Allow OmniFocus.app to Use Data for, turn on the option for Learn from this application.
How OmniFocus Shares with Siri AI
OmniFocus integrates with Siri AI using Apple’s Reminders app schema, which provides the closest match to OmniFocus features, and allows you to use OmniFocus in most places you might use Reminders.
Since we are using the Reminders app schema, Siri AI requires using Reminders-based terms to interact with OmniFocus, and only supports interactions that are possible in both Reminders and OmniFocus. Features which are not supported by Reminders, such as Planned Dates, can not be added or edited using Siri AI. You can always start with Siri AI, and then use the full range of OmniFocus features to get everything just the way you like!
Supported Reminders terms include:
As of OmniFocus 4.9 and OS 27.0, OmniFocus supports using Siri AI to:
- Create reminders (actions and inbox items)
- Open reminders (actions and inbox items)
- Update reminders (actions and inbox items)
- Delete reminders (actions and inbox items)
- Create lists (projects)
- Open lists (projects)
- Open groups (folders)
This chapter is actively being updated for OmniFocus 4.9.1.
The latest version of the manual is available on our website.
Reminders with Siri AI
As of OmniFocus 4.9 and OS 27.0, OmniFocus supports using Siri AI to:
- Create reminders (actions and inbox items)
- Open reminders (actions and inbox items)
- Update reminders (actions and inbox items)
- Delete reminders (actions and inbox items)
Siri AI supports the following properties when creating or updating Actions and Inbox items:
- Title
- Project
- Tags
- Flag
- Due Date
- Repeat
- Note and URLs
- Added Date
- Status, if active or completed
- Completed Date
- Location, if an assigned tag has both a fixed location and a notification
Some phrases you might want to try:
- Hey, Siri: remind me to take out the trash every Friday, in OmniFocus.
- Hey, Siri: can you open my reminder about researching a new computer?
- Hey, Siri: can you update the due date for my reminder about grocery shopping to tomorrow?
Lists with Siri AI
As of OmniFocus 4.9 and OS 27.0, OmniFocus supports using Siri AI to:
- Create lists (projects)
- Open lists (projects)
Siri AI supports the following properties when creating Projects:
Some phrases you might want to try:
- Hey, Siri: please research a good lasagna recipe, and create a new list containing ingredient I need to buy, in OmniFocus
- Hey, Siri: can you open my chores list in OmniFocus?
Groups with Siri AI
As of OmniFocus 4.9 and OS 27.0, OmniFocus supports using Siri AI to:
- Open groups (folders)
A phrase you might want to try:
- Hey, Siri: please open my family group in OmniFocus
Communicating with Siri
There are three main ways of communicating with Siri AI:
- Using the new Siri app
- Using the “Siri” or “Hey, Siri” commands
- Using the Spotlight bar
Visual Intelligence
You can interact with photos of objects or to-do lists, adding related reminders and lists to OmniFocus, or breaking a single reminder into multiple steps and creating a new list with those steps.
Not sure how to accomplish a new project? Ask Siri AI to research it for you, and add the list to OmniFocus.
Enhanced Spotlight
Building on the power of Spotlight, Siri knows about the content of your database, including remaining and recently completed items.
On-Screen Awareness
You can ask Siri about items that you see in OmniFocus, and update them by talking or typing to Siri. Add or remove dates, flag or unflag items, or even complete them by name or position in the list.
Suggestions
As you continue using Siri with OmniFocus, Mail and Messages may begin to offer to capture reminders in OmniFocus, rather than Reminders.
Voice Control
If you would like to supplement the OmniFocus integration with Siri AI, you may be interested in using Voice Control to control OmniFocus on your Mac. To learn more, visit this Omni Automation page:
Foundation Models
OmniFocus 4 includes support for Apple’s Foundation Models framework, both as part of our enhanced Date Parsing with Apple Intelligence, and as part of your Omni Automation workflows.
Genmoji
Genmoji can be used in titles and notes.
To learn more about creating Genmoji, see these Apple User Guide articles:
Shortcuts Actions for Apple Intelligence
The Shortcuts app supports Apple Intelligence actions, which can be combined with the OmniFocus actions described below.
As of the time of writing, Apple Intelligence actions include using a cloud, on-device, or ChatGPT language model; creating an image using Image Playground; or incorporating Writing Tools into your workflow.
To learn more about using Apple Intelligence with Shortcuts, see these Apple User Guide articles:
Writing Tools
Writing Tools are available for row titles, row notes, and text contained in any cell.
To use Writing Tools, select the text you want to modify, then choose Show Writing Tools from the Shortcut Menu; on Mac, you can also select Writing Tools from the Edit Menu.
If you select a row (instead of text inside the row), Writing Tools will focus on the row title, but is unable to successfully Replace the title. You can still Copy and Paste the result manually.
To learn more about using Writing Tools, see these Apple User Guide articles:
Focus
Apple has a robust Focus system, which allows you to configure a range of device and app settings based on your current location, time of day, or area of… focus. You can also share your Focus states across devices, making it quick and easy to update everything at the same time. Customization options include Focus Filters, which allow you to automatically update OmniFocus (and other apps) when you change Focus on your devices.
To learn more about Focus, start with these Apple User Guide articles:
Focus Filters
While configuring a Focus, select Add Filter.
You can search for folders, then select one or more to use as the basis for an automatically applied Focus on Selected when you switch your device Focus.
Omni Automation ![Requires OmniFocus Pro]()
Omni Automation is our JavaScript-based cross-platform automation system, which is available on Mac, iPhone, iPad, and Apple Vision Pro.
To learn more about Omni Automation, please visit the What is Omni Automation? and Omni Automation in OmniFocus pages.
Plug-Ins
Omni Automation Plug-Ins are written in Apple’s Core JavaScript, and can be used to automate a wide variety of workflows.
To learn more about Omni Automation Plug-Ins, visit the Omni Automation Plug-Ins website, try building your own using The Action Template Generators, or Installing Plug-Ins from the Omni Automation Plug-Ins for OmniFocus collection.
Installing Plug-Ins
To install Omni Automation Plug-Ins on Mac:
- Add the plug-in to a Connected Folder which is configured to support Plug-Ins, such as the iCloud Drive Connected Folder.
- Double-click the plug-in, then select from On My Mac to use the plug-in on this device only, OmniFocus to add the plug-in to iCloud Drive > OmniFocus > Plug-Ins so it can be used on all your devices, or any other configured Connected Folder.
- Select Configure… from the Automation Menu, then drag the plug-in over the Automation Configuration window.
To install Omni Automation Plug-Ins on iPhone, iPad, or Apple Vision Pro:
- Add the plug-in to a Connected Folder which is configured to support Plug-Ins, such as the iCloud Drive Connected Folder.
- Tap the plug-in, then select from On My Device to use the plug-in on this device only, or OmniFocus to add the plug-in to iCloud Drive > OmniFocus > Plug-Ins so it can be used on all your devices, or any other configured Connected Folder.
- Select Configure Plug-Ins from Automation Settings (or from the Automation Menu on iPad), then drag the plug-in over the desired location header. This is easier on iPad or Apple Vision Pro, but still possible on iPhone.
Uninstalling Plug-Ins
To uninstall Omni Automation Plug-Ins on Mac:
- If it is in a Connected Folder, remove it from that folder.
- Select Configure… from the Automation Menu, Control + click on the plug-in, and select Move to Trash.
To uninstall Omni Automation Plug-Ins on iPhone, iPad, or Apple Vision Pro:
- If it is in a Connected Folder, remove it from that folder.
- Select Configure Plug-Ins from Automation Settings (or from the Automation Menu on iPad), swipe on the plug-in row from right to left, and select Delete.
Shortcuts
OmniFocus 4 included a collection of actions in the Shortcuts app, with further updates for OmniFocus 4.7 and OmniFocus 4.9.
These actions are described below, with additional context and links to other sections of this documentation, where helpful.
You can also view available actions by launching the Shortcuts app, creating a New Shortcut, and then scrolling to the OmniFocus section. Shortcuts also allows you to search action details, which is a quick way to find specific actions, or narrow your search to actions affecting one primary element (such as rows).
Select the
button to the right of an action title to show details,
including the intended purpose of the action,
as well as possible inputs and results.
If you are just getting started with Shortcuts, please start with these helpful Apple User Guide articles:
This chapter is actively being updated for OmniFocus 4.9.1.
The latest version of the manual is available on our website.
Categories
OmniFocus actions are separated into categories, based on which part of your OmniFocus database they primarily affect:
There is one action which is in:
The Shortcuts app will also suggest actions for you, based on how you have been using OmniFocus; these are grouped under the Other category.
OmniFocus also includes actions from earlier versions of OmniFocus 4, to preserve your existing workflows. We encourage you to update to our more powerful App Intent-based actions, as you have time.
Remember that shortcuts can also include actions from other apps, as well as actions that are built-in to the system, including actions using Apple Intelligence.
Actions
Application
Beta
Focus
Folders
Omni Automation
Perspectives
Projects
Tags
Legacy Actions
Shortcut Actions Reference
Our App Intent actions have been built to be compatible with the most recent updates from Apple.
All current OmniFocus Shortcuts actions, in alphabetical order:
- Add Action
- Add TaskPaper
- Complete Action
- Complete Project
- Delete Actions
- Edit Action
- Find Actions (Beta)
- Find Folder
- Find Perspectives
- Find Projects
- Find Tags
- Get Action
- Get Actions from Perspective
- Get Folder
- Get Perspective
- Get Project
- Get Tag
- Omni Automation Plug-In
![Requires OmniFocus Pro]()
- Omni Automation Script
![Requires OmniFocus Pro]()
- Open Action
- Open Folder
- Open Perspective
- Open Project
- Open Tag
- Quick Entry
- Quick Open
- Set Favorite Perspective
- Set OmniFocus Focus Filter
- Sync OmniFocus
- Today’s Forecast
This chapter is actively being updated for OmniFocus 4.9.1.
The latest version of the manual is available on our website.
Add Action
Updated in OmniFocus 4.9
Description:
- Adds a new action to OmniFocus with the specified details.
Action:
- Add
ActiontoProjectwithDetail
Inputs:
Action— The title of the action to add.Project— The project to which the action is added.Detail— Choose to add details for Tags, Note, Flagged, Attachments, Estimated Minutes, Defer Date, Planned Date, Due Date, Repeat.
As of OmniFocus 4.9, this action supports Rich Text in the Note; previous versions of this action supported only Plain Text.
As of OmniFocus 4.9, this action supports adding a Repeat.
Add TaskPaper
Updated in OmniFocus 4.9
Description:
- Adds the TaskPaper passed as input into OmniFocus.
Action:
- Add
TaskPapertoTarget
Inputs:
TaskPaper— The TaskPaper formatted text to add.Target— Choose to add your text to the Inbox perspective, Projects perspective, a selected Folder, a selected Project, or a selected Action.
For more information about TaskPaper-formatted text, read our OmniFocus TaskPaper Reference Guide.
This action has replaced the Legacy: Add TaskPaper action.
Complete Action
Complete Project
Delete Actions
New in OmniFocus 4.9
Description:
- Deletes the provided actions in OmniFocus.
Action:
- Delete
Actions
Inputs:
Actions— The actions to delete.
Edit Action
New in OmniFocus 4.9
Description:
- Sets a specific field with a new value on the provided action.
Action:
- Set
DetailofAction
Inputs:
Detail— Choose to update the Repeat, Due Date, Planned Date, Defer Date, Estimated Minutes, Is Flagged, Note, Tags, Project, or Title of a selected action.Action— The action to edit.
You can also choose to clear any of the details, except for the title, which is required.
Find Actions (Beta)
Updated in OmniFocus 4.9
Find Folder
Find Perspectives
Find Projects
Updated in OmniFocus 4.9
Find Tags
Get Action
Description:
- Gets an action from the provided input.
- Accepts an Action URL or ID.
Action:
- Get Actions from
Action URL or ID
Inputs:
Action URL or ID— Any URL for an action generated using Copy as Link, or the ID portion of that URL.
Get Actions from Perspective
Description:
- Returns any actions currently appearing in the specified perspective.
Action:
- Get Actions from
Perspective
Inputs:
Perspective— Any Standard Perspectives or Custom Perspectives
.
This Shortcuts action is the equivalent of viewing any of the
Standard Perspectives
or
Custom Perspectives
.
For a Forecast-specific version of this action, use our updated Today’s Forecast action.
Get Folder
Description:
- Gets a folder from the provided input.
- Accepts a Folder URL or ID.
Action:
- Get Actions from
Folder URL or ID
Inputs:
Folder URL or ID— Any URL for a folder generated using Copy as Link, or the ID portion of that URL.
Get Perspective
Description:
- Gets a perspective from the provided input.
- Accepts a Perspective URL or ID.
Action:
- Get Actions from
Perspective URL or ID
Inputs:
Perspective URL or ID— Any URL for a perspective generated using Copy as Link, or the ID portion of that URL.
Get Project
Description:
- Gets a project from the provided input.
- Accepts a Project URL or ID.
Action:
- Get Actions from
Project URL or ID
Inputs:
Project URL or ID— Any URL for a project generated using Copy as Link, or the ID portion of that URL.
Get Tag
Description:
- Gets a tag from the provided input.
- Accepts a Tag URL or ID.
Action:
- Get Actions from
Tag URL or ID
Inputs:
Tag URL or ID— Any URL for a tag generated using Copy as Link, or the ID portion of that URL.
Open Action
Omni Automation Plug-In ![Requires OmniFocus Pro]()
New in OmniFocus 4.9
Description:
- Runs an action from an Omni Automation plug-in.
Runs an installed Omni Automation Plug-In from among the actions you have installed in OmniFocus; adding this to your shortcut provides a drop-down menu where you can select the desired Omni Automation action to run.
Action:
- Run the
Plug-In ActionOmni Automation Plug-In
Inputs:
Plug-In Action— Any installed Omni Automation Plug-In for OmniFocus
To learn more about incorporating Omni Automation into your Shortcuts workflows, visit the Omni Automation and Shortcuts page on the Omni Automation website, and try Installing Plug-Ins from the Omni Automation Plug-Ins for OmniFocus collection.
This action replaces the Legacy: Omni Automation Plug-In action.
Omni Automation Script ![Requires OmniFocus Pro]()
New in OmniFocus 4.9
Description:
- Runs an Omni Automation script, using optional input from another Shortcuts action.
Action:
- Run a script with
Inputvia Omni Automation
Inputs:
Input— Result from another Shortcuts action.Script— Omni Automation script, using JavaScript.Associated Files— Files to be used by the script.
To learn more about incorporating Omni Automation into your Shortcuts workflows, see Omni Automation and Shortcuts on the Omni Automation website.
This action replaces the Legacy: Omni Automation Script action.
Open Folder
Open Perspective
Open Project
Open Tag
Quick Entry
Quick Open
Set Favorite Perspective
Description:
- Turns on, turns off, or toggles the favorite status of one or more Perspectives.
Action:
BooleanPerspectivesas favorite
Inputs:
Boolean— Choose whether toTurn On,Turn Off, orToggleselected perspectives as Favorites.Perspectives— One or more Standard Perspectives or Custom Perspectives
.
Set OmniFocus Focus Filter
Description:
- Sets the behavior of the OmniFocus app when the given Focus is enabled.
Action:
SetOmniFocus Filter while inDo Not Disturb
Inputs:
Set— Choose whether toSet,Turn On,Turn Off,Toggle, orClearthe Focus FilterDo Not Disturb— Choose which Focus to use for the basis of your filter.
Sync OmniFocus
Today’s Forecast
Description:
- Gets items for today from your Forecast, including tagged, flagged, and deferred items if those options are selected in View Options.
For additional customization, use our new Get Actions from Perspective action.
This Shortcuts action is the equivalent of viewing the Forecast Perspective.
Legacy Shortcuts
Following is a list of the automation actions that OmniFocus provides to the Shortcuts app when it is installed on your device. Each action has a description, and where relevant, a list of the inputs the action receives and the outputs the action provides.
All legacy OmniFocus Shortcuts actions, in alphabetical order:
Current OmniFocus shortcut actions cannot be combined with legacy shortcut actions, as they are developed using two different types of Apple technology.
Most functionality of the legacy shortcut actions is available with the current generation of actions, in addition to a whole new set of functionality.
If you are unable to re-create something from a legacy shortcut using the newer actions, please Email Support for assistance.
Legacy: Add Item
This action is deprecated, and cannot be used with our new Shortcuts actions. It will be removed in a future version of OmniFocus.
Please replace this action with our new Add Action action.
Description:
- Adds a new action to OmniFocus with the specified details.
Action:
- Add
ItemtoProject+Detail
Inputs:
Item— The title of the action to add.Project— The project to which the action is added.Detail— Choose to add details for Tags, Flagged, Estimated Minutes, Defer Date, Due Date, Attachments, Note.
Unlike the Add Action action, this action supports only Plain Text in the Note.
Legacy: Add TaskPaper
This action is deprecated, and cannot be used with our new Shortcuts actions. It will be removed in a future version of OmniFocus.
Please replace this action with our new Add TaskPaper action.
Description:
- Adds the TaskPaper passed as input into OmniFocus.
Inputs:
TaskPaper— The TaskPaper formatted text to add.Target— Choose to add your text to the Inbox perspective, Projects perspective, a selected Folder, a selected Project, or a selected Task.
Legacy: Find Items
Searches for the items in your OmniFocus database that match the given criteria.
- Input — Text
This shortcut action returns inbox items and actions (inside OmniFocus projects) specifically. To find projects or tags instead, use those respective shortcut actions.
This shortcut action returns inbox items and OmniFocus actions (items inside projects) specifically. To find projects or tags instead, use those respective shortcut actions.
The “Project” and “Tags” fields provide a picker for narrowing results from the Find Items action based on project and tags. You can also dynamically provide the value for these fields using Find Projects or Find Tags.
Legacy: Find Projects
Searches for the projects in your OmniFocus database that match the given criteria.
- Input — Text
- Result — Project
This shortcut action returns projects specifically. To find action items or tags instead, use those respective shortcut actions.
Legacy: Find Tags
Searches for the tags in your OmniFocus database that match the given criteria.
- Input — Text
- Result — Tag
This shortcut action returns tags specifically. To find action items or projects instead, use those respective shortcut actions.
Legacy: Get Database Object Result from Input
Returns a “Database Object Result” containing one of “Item”, “Project”, “Folder”, “Tag”, or “Perspective”, depending on the input. These objects can be used in the pickers found in other OmniFocus shortcut actions.
Accepts JSON-formatted text passed in as input. The JSON attributes are “type” (with values “task”, “project”, “folder”, “tag”, or “perspective”) and “primaryKey”. You may recognize these attributes from their use in omnifocus:/// URLs.
- Input — Text
- Result — Database Object Result
What are Database Objects?
Database Objects are representations of entities in OmniFocus that aren’t natively supported by the Shortcuts app. They make it possible to manipulate elements of OmniFocus that otherwise would be inaccessible. (For example, to pass an OmniFocus folder from one action to another.)
If you want to make modular shortcuts including a snippet of logic that spits out JSON that looks like what is found in the example .. for example, based on whether it’s found between 9am and 5pm it distinguishes between your home folder and your work folder, and you want to use that representation between multiple shortcuts, that’s the way to work around the limitation that you can’t pass an OmniFocus specific object type (like a folder) from one shortcut to another.
Legacy: Omni Automation Plug-In
Runs an action from among the Omni Automation Plug-In actions you have installed in OmniFocus. Adding this to your shortcut provides a drop-down menu where you can select the desired Omni Automation action to run.
Learn more about incorporating Omni Automation into your Shortcuts workflows at the Omni Automation website.
Legacy: Omni Automation Script
Runs an Omni Automation script, using optional input from another Shortcuts action.
Learn more about incorporating Omni Automation into your Shortcuts workflows at the Omni Automation website.
Legacy: Show in OmniFocus
Shows a project, folder, tag, or perspective chosen from a list, or an item passed from the previous action. The latter is useful in combination with the Find Items action.
Legacy: Today’s Forecast
Get items for today from your OmniFocus Forecast, including tagged and deferred items if those options are selected in Forecast View Options.
- Result — Item
Siri
Siri is available on Mac, iPhone, iPad, Apple Watch, and Apple Vision Pro.
- Use Siri on all your Apple devices
- Use Siri on Mac
- Use Siri on iPhone
- Use Siri on iPad
- Use Siri on Apple Watch
- Set up and activate Siri on Apple Vision Pro
Once you have configured a shortcut using the Shortcuts app, you can launch it using Siri.
To learn more, see these Apple User Guide articles:
For general information about Siri, these articles are useful:
Spotlight
Spotlight indexes your OmniFocus database, allowing you to quickly search for:
As well as quickly access:
Spotlight is available on Mac, iPhone, iPad, and Apple Vision Pro: