There’s a lot of ways to skin this beast!

 

With the caveat that I haven’t put much thought into it, my first thought would 
be to use flags, and sort the flags by the order you care about them.  The 
flags might say “Weekly Emails”, “Online banners”, and at the bottom of the 
flags list the ones that require no action.

 

I do exactly this, and when I see a task turn yellow or red (overdue) I jump to 
it and process it, because I want everything to be on time.  If I see multiple 
yellow/reds, the flags at the top get my attention first.

 

 

 

Michael Emerald, CFA

Sturbridge, MA

 

From: [email protected] <[email protected]> On 
Behalf Of M. Leigh Bender
Sent: August 23, 2022 14:05
To: [email protected]
Subject: Re: [MLO] Question on using MLO as a general outline with tasks 
incorporated

 

Hi Cliff,

 

You could do this. Since most (all?) of these aren't actionable in and of 
themselves, you could create them as folders. You would still see the whole 
outline that way. You could then add specific tasks you want to complete under 
the respective folder such as "Write weekly marketing email" under the "weekly 
emails" folder under the "Digital" folder.

 

Hope this helps.

 

Leigh

 

 

On Tue, Aug 23, 2022 at 7:19 AM [email protected] 
<mailto:[email protected]>  <[email protected] 
<mailto:[email protected]> > wrote:

Hi All

 

General best use case question- 

I would like to use MLO to keep track of a yearly plan that includes ongoing 
activities that require no action as well as activities that need to be managed 
- for instance:

 

(This is the full view showing the full quarterly plan with Digital and Call 
Campaigns as headings)

Marketing Plan Outline

-Digital

---weekly emails

---online banners

---drip campaign (This is a task that needs to be completed)

-Call campaigns

---standard call campaign

---custom call campaign (this is a task that needs to be completed)

 

(this would be the view of only list items that need actions - still in same 
outline view)

Marketing Plan Outline

-Digital

---drip campaign (This is a task that needs to be completed)

-Call campaigns

---custom call campaign (this is a task that needs to be completed)

 

In this way I have a full view of my quarterly plan as well as a view that only 
shows actions that are needed to be done - still showing in the outline format  
 

 

I just want to be able to see the whole plan at a view and then remove the full 
plan and only see the activities that need actioned - still in the same outline 
format.  Hope that makes sense.  Thanks for any advise from anyone that does 
this as well.

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Respectfully,

Leigh

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