Integration with OmniFocus

OmniFocus by OmniGroup is a widely used task manager for Mac and iOS.

With the installation of a plugin, Replies can integrate with OmniFocus and enable you to create tasks based on your support requests. If you need to communicate with your customer or consult the whole conversation for more info, the OmniFocus task contains a link to the Replies conversation.

How to install the OmniFocus plugin

To get the integration working, you need to download and install the plugin:

1. Download the
   RepliesClippingHandler.plugin.zip.
2. Uncompress the ZIP file.
   
3. In Finder, navigate to HOME/Library/Application Support/OmniFocus and if not existing, create the Plug-Ins folder.
   
4. Move the RepliesClippingHandler.plugin to the Plug-Ins folder.
   
5. Restart OmniFocus.
   
6. Go to Preferences > Clippings.
   
7. Make sure the Replies plugin is selected (see screenshot below).

How to create tasks

To create a task from inside Replies, follow these steps:

1. Select some text

The selected text will be copied to the task.
Note: It's very important to select some text as the OmniFocus uses a text service to create a task.

2. Activate the OmniFocus service

Use the Replies > Services > OmniFocus: Send to Inbox menu item or, better, press the clipping plugin shortcut to open OmniFocus' quick entry dialog.

Tip: You can change the shortcut in the OmniFocus preferences.

3. Create the task

Replies has filled in the following information:

1. The title of the conversation
   
2. The URL pointing to the conversation
   
3. The selected text

You can change any of these fields and then press the Save button to create the task. As a result, the task is stored in the Inbox OmniFocus folder.

How to open conversations

From inside OmniFocus, you can open a conversation at any time.

1. To reveal the conversation link, click the little icon on the right side.
   
2. Click the conversation link to see the complete conversation in Replies. You could create a new reply, if you wish.