Dwight, I think I got caught up in semantics. Yes I have Views locked to Tabs, so I access the different Views by clicking on the Tab. I appreciate your insights. TS
On Sat, Dec 26, 2020 at 9:31 PM Dwight Arthur <[email protected]> wrote: > 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 > > 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 > <https://groups.google.com/d/msgid/mylifeorganized/89b04072-91a7-4d7e-8cd0-9a7b39b09704n%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/b2c42b35-f6a3-1ae0-7da4-93ea530ff59b%40gmail.com > <https://groups.google.com/d/msgid/mylifeorganized/b2c42b35-f6a3-1ae0-7da4-93ea530ff59b%40gmail.com?utm_medium=email&utm_source=footer> > . > -- You received this message because you are subscribed to the Google Groups "MyLifeOrganized" group. 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