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Hi, TS. Maybe I am missing something. To me, a collection of
specifications for selecting and displaying tasks should be saved
in a view; workspaces (each locked to a view) are a fast and
efficient way of selecting and pulling up a particular view.
Temporary, ad-hoc or throwaway mods get made into unsaved view
edits housed in modified tabs. If one of these mods turns out to
be a permanent improvement to the view, just use save view and the
changes propagate back to the locked tab.
I wonder how different your procedure is than mine. Would you
have different types of displays, such as today's priority tasks,
tasks starting tomorrow, and high-importance overdue tasks, all
using different modifications of the same view or would each have
its own saved view? In other words, if you had three locked tabs,
each one showing one of the three queries named above, and for
each one your right-click on the tab and select "set up workspace
to see the view name, would all three be the same view name or
would each one have its own view name?
-Dwight
On 12/25/2020 21:51, TS OGrady wrote:
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
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.
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".
Definitely, though, it's more useful to group
tasks by Project Status:
All the best,
Stéphane
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.
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