I know this is five years old, but Thank You Very Much. A great explanation and walk through. I learned more from reading this post than the entire PDF docs.
On Monday, July 15, 2013 at 10:18:19 AM UTC-4, Dwight wrote: > > > > On Friday, July 12, 2013 7:19:59 PM UTC-4, Philip wrote: >> >> ... A very simple, non-technical, step by step guide would be welcome. >>> Thank you. >> >> > > -------------------------------------------------------------------------------- > > Okay, Philip, I will give this a try. > -Dwight > > For this exercise, I'm going to use the folder structure of the outline to > denote domain, meaning personal versus professional. I'm using these terms > instead of home and work to avoid ambiguity - work" could mean professional > tasks or it could mean at the office - sometimes you do work tasks while > you are at home! I'm going to use context to mean the location or tools > needed to do the task. This is totally arbitrary, and you might be more > comfortable with a totally different way of organizing your tasks, but this > is how my example will work. > > To keep it simple we will start with a new, blank profile. > > 1. From MLO's FILE menu select New. In the "new MyLifeOrganized File" > popup, click the blue button for "New Blank File" - see attached fig.01 > > 2. From MLO's FILE menu select Save. Enter a name for your file - see > attached fig.02 > > 3. Now we will create some contexts. From MLO's Tools menu select Manage > Contexts. At the Manage Contexts popup hit the Ins key on your keyboard to > bring up a "new context" field - See attached fig.03. Type the name of a > context and hit Enter. Hit Ins to create the next context, type its name > and hit Enter. Continue until you have created the contexts you need. Don't > worry, you can add more later. I'm using five, @computer, @calls, @errands, > @office, @home. See attached fig.04 > > 4. Now we will create some hierarchy. From MLO's TASK menu select New > Folder.You will see an entry with a folder icon and the name "New Task" - > see fig.05 - and you should type your intended name for the first top-level > folder. See fig.06. > > 5. Repeat step 4 for each top-level folder in your hierarchy. I created > three, Professional, Personal, Other. See fig.07 > > 6. Just to be sure that we have covered the basics, let's create some > subfolders for the Professional folder, let's call them Recruiting, > Compliance and Projects. The first one is a little more work because MLO > does not have a "create subfolder" command, so highlight the Professional > folder and select New Folder from the TASK menu, and type in the folder > name Recruiting. This has now created a "sibling" folder at the same level > in the hierarchy as your top-level folders. We need to demote the folder to > be a child of the Professional folder. Clicking the right arrow on the > toolbar will demote the selected item and make it the child of the item > above it in the outline. See fig.08. > > 7. The next subfolder can be created by highlighting an existing subfolder > (Recruiting,) selecting Create Folder in the TASKS menu, and entering a > name. Let's call this second one Compliance. We will create the third > subfolder differently, just to give a glimpse of the variety of available > tools. Highlight the Professional folder and click the Create Subtask > button, which is the second button on the toolbar. See fig.09. Type in a > name for the new subtask, call it Projects. Now change your Projects > subtask into a subfolder by goig to the Task Properties panel on the right > and clicking the "Folder" checkbox, see fig.10 > > 8. Now we will create some tasks. I will step you through the first one: > Highlight the Compliance folder, click the Create Subtask button (second > button on the toolbar, shown in fig.09). Enter the task name: "Check if > permits were approved" Then click the box shown in fig.11 to bring up a > menu of contexts. Check the box for @calls and click the OK button. > > 9. Let's change the view a little to make it easier. Find the header for > the task list and find where it says "Due Date". If you are using a small > window and don't see Due Date, maximize the window. Right click on Due Date > (or any other header caption) to bring up a list of available fields. See > fig.12. Click on Context - thew menu will clear and a context field will > appear in your display. It should show @calls as the context for your first > task. > > 10. Now create some more tasks. I'm not going to step you through each > task, just make sure that each task is in an appropriate folder or > subfolder and that each task has a context. See fig.13 for a listing of the > tasks I created. > > 11. Let's make some workspaces. For several reasons that have been > thoroughly discussed elsewhere, MLO works best if there is always an All > Tasks outline view in the first workspace. At this point, you should have > one workspace, called "my workspace" with an All Tasks view. First, rename > the workspace by right-clicking on the tab, selecting "Set Up Workspace" > and typing in a new name, like "Outline". Then, to make sure that this view > stays in this tab, right click the tab and select "Set as default for this > tab" then right click the tab again and select "Lock default in this tab". > This will force this tab to always show an outline view of all of your > tasks. Try changing to a different view and watch what happens. > > 12. Create a new workspace by clicking on the plus to the right of your > tabs. Type "Personal" (or, if you prefer, "Home") into the New Workspace > popup shown in fig.14 - if you lose the popup you can right click the tab > and select "Set Up Workspace". Leave the sync settings clear for now. > Highlight the Personal folder and zoom in by selecting "Zoom In" from the > View menu. You now have a tab with a view of your personal tasks in an > outline view. As you add subfolders and additional tasks, this tab will > show them all. You can also switch to any other view, and the selected view > will show only personal tasks. > > 13. Set a default view for your personal workspace. Bring up the view you > always want to start with - for example, all tasks. right-click on the tab > and select "Set as default for this view. Now change to some other view. > Double-clicking the tab will bring you back to your default view. > > 14. Create another new tab by clicking on the plus to the right of your > tabs. Type "Professional"(or, if you prefer, "Work") into the New Workspace > popup. Select the Professional folder and zoom in by selecting Zoom In from > the View menu. Bring up the Active by Context view. This shows just the > tasks that are active (not completed, not waiting for any other tasks to > complete, not set for a future start date, etc) and ready to be worked on, > grouped by context. For example, under "@Calls" you will find all of your > business phone calls. If you find that you use this view frequently, you > could set up a tab just for professional active by context and lock the > view as you did in step 11. > > 15. Other things to try: create start dates for tasks that you cannot work > on until some time in the future. Create a project and click the "complete > tasks in order" checkbox or create dependencies to bring tasks onto your > Active list only when a predecessor task has been finished. Try making a > repeating task that comes up every Wednesday or the 15th of every month. > Change Importance or Urgency and watch the tasks re-order themselves in the > to-do views (but not in the outline views). > -- You received this message because you are subscribed to the Google Groups "MyLifeOrganized" group. To unsubscribe from this group and stop receiving emails from it, send an email to [email protected]. To post to this group, send email to [email protected]. Visit this group at https://groups.google.com/group/mylifeorganized. 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