Helo Nigel.
Right away I’ll tell you this isn’t an answer, let alone a perfect one.
Here’s what I’d investigate:
1. I’d create a project task called “Schedule”
2. Under it, I’d create 9 or 10 sub-tasks, as many hours as you work in a
day (haha realtors work all day!). Each subtasks is labeled “9:00 See: <name>”
“10:00 See: <name>”
3. I’d create a dependency between the sub-tasks with an hour delay
between each, representing hour-long appointments
4. I’d set the master project task to recurring daily, hours 9:00-17:00
(or your workday)
5. As appointments came into your phone, I’d add a person’s name to each
sub-task.
In Use:
1. I call I want an appointment
2. You look at the sub-tasks, find an empty one, and say “I can give you
the 12:00 slot”.
3. Then you change “12:00 See:<name>” to “12:00 See: Michael Emerald”
4. Your active tasks list shows “12:00 See Michael Emerald” You click it
off. Then it shows, an hour later “13:00 See Donald Trump win Presidency”
It would need tweaking, but that’s how I’d go about it initially.
Alternatively:
Though I never use it, the Today view gives both your
appointments and tasks. My issue is that the todo list there isn’t as powerful
as the views.
From: [email protected] <[email protected]> On
Behalf Of Nigel Peters
Sent: Tuesday, October 6, 2020 20:13
To: [email protected]
Subject: [MLO] Events versus tasks - what’s best use of MLO
Hi all
Apologies for length of this question- you probably don’t need the context to
give best advice, but I felt need to spell out...
How best to combine tasks & events in MLO to stay on top of my highly fluid job?
I’m a real estate agent, so therefore “mobile” a large amount of the time and
constantly having to accomodate appointment requests that I must input to my
iPhone calendar immediately so I don’t potentially end up double-booked or
missing an appointment. So those are periods in my week when I cannot be
working on “tasks”. The appointment itself often triggers me to create a task
to prepare something for it too. I try to keep to an “ideal week” with blocked
out times to ring fence certain core activities, but even those can be put
under pressure if a crisis erupts.
Incidentally I rely on the iPhone calendar for appointment entries as it seems
best compromise for dealing with head office meeting invites that come through
my Outlook MS Exchange account, and Google Calendar which my family (and
sometimes clients) use for their appointments and which I need to see at same
time when scheduling my own “after hours” meeting requests. I don’t have a
simple 5 day 9-5 work week,
So here’s my question...
Unless it’s an incidental task that doesn’t require any prep and is no more
than around 10 minutes (eg check car tyre pressures), or something to do while
doing something else that is a distinct time commitment (eg task to buy
birthday card while doing 1hr long grocery shop), how do people record and
schedule in a task that requires significant time, but which isn’t an
appointment?
How to use MLO to block out time for tasks, which time period however does not
appear as an event in my iPhone calendar? I’m trying to avoid having to check
both MLO tasks coming up for the amount of time I need to do the tasks each
time I insert another meeting appointment in iPhone calendar.
Phew - thanks for anyone who read through to the end of this and has pearls of
wisdom to cut through my muddled thinking and/or inadequate use of MLO!!
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