Dwight, I appreciated you comment to Robert and was puzzled by your comment ' tabs are not a great way to save a set of filters and such - once you get it set up how you want, it's far too easy to make a change, intentionally or by mistake'
I use Tabs all the time, and I right click on the Tab and 'Set as Default for this Tab' and then 'Lock Default in the Tab'. Then if I mistakenly change some filter or grouping (which I agree is easy to do), it doesn't change that Tab, but makes another similar Modified Tab to the far right. TS On Wednesday, December 23, 2020 at 4:45:45 PM UTC-6 [email protected] wrote: > Dwight: > Everything you have written was very helpful. The "Add advanced" was > something I was lacking knowledge about. Now I am better equipped to get > MLO to do what I need. > Thank you for your instruction. > > On Mon, Dec 21, 2020 at 9:42 PM Dwight Arthur <[email protected]> wrote: > >> Hi, Bob. >> >> First issue involves where you set the project status. Maybe I am reading >> it wrong, but it sounds like you are setting project status on each task >> that's part of the project. I would suggest instead creating a parent and >> putting all of the project tasks as children of that parent. Set "this is a >> project" for the parent but not for the children. I have projects like >> "year end accounting" and "replaster swimming pool" and "grant renewal for >> clinic" - each of which has a bunch of child tasks comprising the work that >> needs to be done. It is often the case that the parent project has >> "complete subtasks in order". The difference between a project and a simple >> collection of to-do items is that the project usually has multiple steps, >> often a later task cannot be begun until earlier tasks have completed, the >> project is not considered done until the last subtask is completes, and it >> makes sense to set up a progress bar that shows how much of the project is >> done and how much remains. >> >> Now, lets talk about what is supposed to be in the view that you have in >> the Projects tab. Lets start with something that might be obvious, my >> apologies if you are already on top of this, but tabs are not a great way >> to save a set of filters and such - once you get it set up how you want, >> it's far too easy to make a change, intentionally or by mistake, and then >> struggle to try to reverse the change. What you should do is, once you get >> it set up how you like you should save it as a view. After any future >> changes you can reload the view to put it back the way you want it >> >> So, when you are creating a view, you need to set up filters that select >> the items you want to show, and also specify how the display should be >> organized. The "Group by" control affects how your items will be displayed >> but does not have any effect on which items are selected to be included in >> the view. To show your projects you want to select each of the project >> items, but you also want to include all of the children under each of the >> projects. Any view that shows parents and children arranged in hierarchies >> is called a hierarchical view. So what you want is to select every item >> that says it is a project and show them all, with a hierarchical view of >> the child tasks. >> >> A setup for a project view like this would involve the following settings >> in the view specifications in the left hand sidebar: >> >> - Show Actions: All >> - Show Hierarchy: Yes >> - hit the "config" button after show hierarchy >> - include children. Do not include parents >> - Show completed: yes >> - Advanced: set the "add advanced" checkmark >> - hit the "setup" button >> - hit "add rule" >> - enter "IsProject is True" >> >> This should give you roughly the view you seek. You do not need the >> group-by control unless you have a view with some projects and some >> non-project items and you want to break the report into two sections, one >> for projects and the other for non-project tasks. >> >> hth >> >> dwight >> >> >> On 12/21/2020 16:51, Stéph wrote: >> >> I think you've got me stumped there, Bob. I have a View in which I group >> by top level parent (which happens to be four areas of my life: personal, >> home, work and community) and then by project status (in progress, >> suspended, completed, etc). I just tried converting the second level of my >> groups to "IsProject" and I get all my projects listed under the group >> value "Yes". >> [image: Grouping tasks by IsProject status.png] >> >> >> >> Definitely, though, it's more useful to group tasks by Project Status: >> [image: Grouping tasks by Project Status.png] >> >> All the best, >> Stéphane >> >> >> On Monday, 21 December 2020 at 18:54:18 UTC [email protected] wrote: >> >>> >>> My understanding of PROJECTS in MLO is very poor. I have designated >>> several tasks as a project. That is I have clicked on the "This is a >>> project" for that task. Then I have made a TAB I call Projects. Within that >>> TAB I have under the Filter "Group by..." I have selected the first option >>> "Is Project". But the list I get does not show any of my Projects. >>> What am I doing wrong? >>> Thanks, >>> Bob Young. >>> >> -- >> 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 view this discussion on the web visit >> https://groups.google.com/d/msgid/mylifeorganized/fd223f17-6788-46e9-93d2-27e02e3899b0n%40googlegroups.com >> >> <https://groups.google.com/d/msgid/mylifeorganized/fd223f17-6788-46e9-93d2-27e02e3899b0n%40googlegroups.com?utm_medium=email&utm_source=footer> >> . >> >> -- >> > You received this message because you are subscribed to a topic in the >> Google Groups "MyLifeOrganized" group. >> To unsubscribe from this topic, visit >> https://groups.google.com/d/topic/mylifeorganized/nRc8FLTofC0/unsubscribe >> . >> To unsubscribe from this group and all its topics, send an email to >> [email protected]. >> To view this discussion on the web visit >> https://groups.google.com/d/msgid/mylifeorganized/b8ea9aa1-2ed4-a9dc-99a4-0c07ccf22c92%40gmail.com >> >> <https://groups.google.com/d/msgid/mylifeorganized/b8ea9aa1-2ed4-a9dc-99a4-0c07ccf22c92%40gmail.com?utm_medium=email&utm_source=footer> >> . >> > > > -- > *Robert S. Young* > > *[email protected]* > *360-320-5001 <(360)%20320-5001>* > -- 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 view this discussion on the web visit https://groups.google.com/d/msgid/mylifeorganized/89b04072-91a7-4d7e-8cd0-9a7b39b09704n%40googlegroups.com.
