Hi all, I received a good question on customizing dashboards, so I'll post
it here for reference:
"I really like the "My tasks" dashboard - however, I am not quite friendly
with the meetings-thing. Right now, under Associated meetings, I would only
like to have upcoming meetings - is that not the idea? I also have held,
ones both checked and ticked as held (unclear to med what ticking the
regular box means for a meeting).
And: could I not add a Meeting-review tiddler, similar to the Tickler
dashboard, but for Meetings"
Like it's predecessor, most Dashboards in dGSD are shown via parts of one
specific Tiddler: dGSDTagDashboards. The "My Tasks" view is an alias to
whatever your name is, which is a Tiddler tagged Contact. This renders
lists from dGSDTagDashboards::Contact, using the dGSDList macro.
To fulfill the request above, (only showing meetings that are tagged
Upcoming), you could edit dGSDTagDashboards and scroll down to !Contact,
and find the following chunk:
<div macro="dGSDList title:'Associated Meetings'
tags:'Meeting && !Trash'
view:MeetingDelistFlipped
ignoreRealm:yes
addButtonTagsAndRef:'Meeting'
global:yes
xsort:date
withParentTag:yes
"></div>
By adding Upcoming into the tags: line, you'll further restrict the Meeting
Tiddlers shown in the list:
tags:'Meeting && Upcoming && !Trash'
And if desired, you could simply change title: to "Upcoming Meetings" or
anything you'd like.
As far as the 2nd question, what the checkbox is for on a Meeting Tiddler,
it will tag the meeting as "Done", which can really mean anything you'd
like - I personally use it to mean "I've followed up on whatever I need
to", or sometimes "I've distributed meeting minutes". In my mind, "Done" is
separate from the meeting status of "Held".
As far as the Meeting Review Tiddler, to show upcoming meetings, you'll
find that clicking the Calendar dropdown in the toolbar on the header of
the page, shows the CalendarWithTicklers Tiddler, which will contain a list
called "Upcoming Meetings" if any exist. You could put it's dGSDList macro
into any Tiddler you'd like:
<<dGSDList title:'Upcoming Meetings' startTag:Meeting tags:'!Trash &&
Upcoming' view:Meeting mode:global
where:'tiddler.ticklerIsActive()&&tiddler.fields.mgtd_date'
sort:'-tickleDate' dontShowEmpty:no newButtonTags:'Meeting Upcoming'
ignoreRealm:{config.dGSD.getOptChk('AlertsIgnoreRealm')?'yes':''}}>>
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