Re: [MLO] How can I add task template?

[Jason Seaman]

Gerardo:

I hope the following information is helpful as you consider how to use 
MLO in your situation. In short, there are simpler and more complicated 
methods. If you have follow up questions please ask.


Here are a couple of methods to duplicate or add groups of tasks.

1) use "Copy Tasks" and "Paste task(s) as..." from the context menu in 
the hierarchy.


One could 1) copy from an old set of tasks or 2) create and copy from a 
"template" set of tasks. One advantage of this method is that task 
attributes (dates, contexts, notes) are copied. One disadvantage is that 
one must modify tasks using MLO.


2) use "Advanced" > "Copy tasks as text" and "Paste text as subtasks."

In this method, since the tasks are held (at least temporarily) as text, 
one could modify tasks outside of MLO. One could modify tasks by adding 
or removing tasks and replacing text (such as bulk text substitutions, 
using a text editor such as Notepad++). Another advantage is that one 
could maintain tasks outside of MLO in text files. One disadvantage is 
that the pasted tasks have only titles, so one must add other attributes 
(dates, contexts, notes) after the tasks are pasted.


3.1) use the "Rapid task entry (RTE) window" as an alternative to "Paste 
text as subtasks."


One can use RTE in a similar way to "Paste text as subtasks." One does 
not need to use all of the options available in RTE.


3.2) use the "Rapid task entry (RTE) window" with text-based templates.

One could create a text-based template that includes many MLO attributes 
(including dates and contexts) but not all (including notes). Then one 
could modify the text outside of MLO before pasting (as well as 
modifying tasks in MLO). One disadvantage is that one needs to learn the 
text formatting used in RTE. I think this might be a great method in 
many situations.


3.3) use the "Rapid task entry (RTE) window" with an external template 
system.


One could generate MLO tasks for use with RTE in many different ways. 
One advantage of these ways is flexibility and control. One disadvantage 
is that these ways are more complex. I use a technique using Excel. If 
others are interested, I could share my technique(s) in more detail.


cheers,
..jason

On 5/4/2022 8:23 AM, Gerardo Aguilar wrote:
I work as PM, many of my projects have the same sequence in process 
and tasks,
when I have a new project I create new project and then create a new 
section of tasks,

these tasks sections are like "Installation process, maintenance window"
Is it a form in which these names can be set as template for different 
projects?

So I do not have to write them multiple times?

I have read the guide help but I think I did not find something like this
Thank you
--
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 mylifeorganized+unsubscr...@googlegroups.com.
To view this discussion on the web visit 
https://groups.google.com/d/msgid/mylifeorganized/9fb5bc3c-e1f6-41cb-bd28-acb9af532971n%40googlegroups.com 
.


--
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 mylifeorganized+unsubscr...@googlegroups.com.
To view this discussion on the web visit 
https://groups.google.com/d/msgid/mylifeorganized/6d0bc806-4786-606e-7a48-cb29b37bf20f%40gmail.com.

[MLO] Re: "skip occurrence" sometimes missing

[Rebecca Young]

I hear you -- it doesn't seem to make a lot of sense to me either.

Rebecca

On Wednesday, May 4, 2022 at 9:35:45 PM UTC-4 imajeff wrote:

> I don't get it, I'm using 5.1.4 (latest) and I had only tested daily, 
> making it reoccur every 1 day(s). I always has the "Skip occurence..." 
> option and by always I mean that even if the task is not reocurring at all, 
> I still have the option!
>
> Exactly how could I recreate this?
> If I click Skip on any other kind of task it pops up the dialog but says, 
> "Please select recurrent task(s)" and the only button is 'Ok'. This is an 
> astonishingly unintelligent.
>
> On Wednesday, May 4, 2022 at 4:50:14 PM UTC-6 Nick Clark wrote:
>
>> I raised this as a bug but was told it’s a new feature for the latest 
>> version. It allows a new date to be set rather than skipping the occurrence 
>> to the usual pattern. The skip occurrence option is still available on the 
>> right click menu.
>>
>> I am getting used to the change but don’t like it yet as it appears 
>> inconsistent.
>>
>> Nick
>>
>> On Wednesday, 4 May 2022 at 14:57:57 UTC+1 Rebecca Young wrote:
>>
>>> Hi Steve,
>>>
>>> I just checked and this issue of it giving me the "skip occurrence" 
>>> option shows up on tasks where the Regenerate option is not selected.  Good 
>>> thought, though.  Thank you.
>>>
>>> Rebecca
>>>
>>> On Saturday, April 30, 2022 at 12:02:51 PM UTC-4 Steve Neas wrote:
>>>
 I think "skip occurrence" is available for tasks with recurrence 
 pattern "Recur every xxx days/weeks/months."
 If is not available for tasks set to "Regenerate new task xxx 
 days/weeks/months after task is completed." For those tasks, there isn't 
 really an occurrence to skip without completing the task.

 Is that the difference you are seeing?

 On Tuesday, April 26, 2022 at 8:41:33 AM UTC-4 Rebecca Young wrote:

> I am noticing that on some recurring tasks that are overdue, "skip 
> occurrence" appears and on others, it doesn't.  I also see that when it 
> appears the initial start and due dates are grayed out, and when it 
> doesn't 
> appear, they are in regular black text.  I would like the "skip 
> occurrence" 
> option to appear on the tasks where it doesn't, but I can't figure out 
> how 
> to change them.  Am I missing something or is this a bug?
>
> Thank you!
> Rebecca
>


-- 
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 mylifeorganized+unsubscr...@googlegroups.com.
To view this discussion on the web visit 
https://groups.google.com/d/msgid/mylifeorganized/f5992b56-b7a9-4957-9988-6565b7d68ff1n%40googlegroups.com.

[MLO] Re: "skip occurrence" sometimes missing

[Rebecca Young]

Hi Nick,

Thank you so much!  The fact that "skip occurrence" is available on right 
click is a good-enough solution for me. 

Rebecca

On Wednesday, May 4, 2022 at 6:50:14 PM UTC-4 Nick Clark wrote:

> I raised this as a bug but was told it’s a new feature for the latest 
> version. It allows a new date to be set rather than skipping the occurrence 
> to the usual pattern. The skip occurrence option is still available on the 
> right click menu.
>
> I am getting used to the change but don’t like it yet as it appears 
> inconsistent.
>
> Nick
>
> On Wednesday, 4 May 2022 at 14:57:57 UTC+1 Rebecca Young wrote:
>
>> Hi Steve,
>>
>> I just checked and this issue of it giving me the "skip occurrence" 
>> option shows up on tasks where the Regenerate option is not selected.  Good 
>> thought, though.  Thank you.
>>
>> Rebecca
>>
>> On Saturday, April 30, 2022 at 12:02:51 PM UTC-4 Steve Neas wrote:
>>
>>> I think "skip occurrence" is available for tasks with recurrence pattern 
>>> "Recur every xxx days/weeks/months."
>>> If is not available for tasks set to "Regenerate new task xxx 
>>> days/weeks/months after task is completed." For those tasks, there isn't 
>>> really an occurrence to skip without completing the task.
>>>
>>> Is that the difference you are seeing?
>>>
>>> On Tuesday, April 26, 2022 at 8:41:33 AM UTC-4 Rebecca Young wrote:
>>>
 I am noticing that on some recurring tasks that are overdue, "skip 
 occurrence" appears and on others, it doesn't.  I also see that when it 
 appears the initial start and due dates are grayed out, and when it 
 doesn't 
 appear, they are in regular black text.  I would like the "skip 
 occurrence" 
 option to appear on the tasks where it doesn't, but I can't figure out how 
 to change them.  Am I missing something or is this a bug?

 Thank you!
 Rebecca

>>>

-- 
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 mylifeorganized+unsubscr...@googlegroups.com.
To view this discussion on the web visit 
https://groups.google.com/d/msgid/mylifeorganized/e8e6f07d-49d1-42fb-9f76-3d4fb3ddcdf5n%40googlegroups.com.

[MLO] Re: "skip occurrence" sometimes missing

[imajeff]

Oh now I see; what both Rebecca and Nick were not saying is *where* they 
expected to see "skip occurrence" so they did not mean in the Task menu or 
right-click menu which was the only place I could find it recently.

You meant a 'link' in "TIming & Reminder" properties, directly above Start 
and Due dates but I had not seen that recently because I was testing Daily 
recurrence (for simpler testing). Sure it's more convenient to have a quick 
skip there just like other tasks have a 'today', 'tomorrow' for 
automatically selecting smart dates.

Yeah I agree it makes no sense for only Daily recurrence it should not show 
there for all recurrence because Weekly can have the exact same problem:
Their idea I suspect is to at least change it for Daily because easier 
getting too far behind and that link was only meant to skip one occurrence. 
Being 10 days late would require too many skips, so might as well just jump 
to new occurrence due date (click Edit in recurrence).

Better I think: Just use the Task menu or right-click menu which always has 
"Skip occurrence..." and will ask whether to skip only current, or skip all 
occurrences up to today. It is simpler than having to navigate to options 
then dialogs then open calendar then find today's date.

Thanks I learned a lot from this about MLO thinking

On Wednesday, May 4, 2022 at 7:57:57 AM UTC-6 Rebecca Young wrote:

> Hi Steve,
>
> I just checked and this issue of it giving me the "skip occurrence" option 
> shows up on tasks where the Regenerate option is not selected.  Good 
> thought, though.  Thank you.
>
> Rebecca
>
> On Saturday, April 30, 2022 at 12:02:51 PM UTC-4 Steve Neas wrote:
>
>> I think "skip occurrence" is available for tasks with recurrence pattern 
>> "Recur every xxx days/weeks/months."
>> If is not available for tasks set to "Regenerate new task xxx 
>> days/weeks/months after task is completed." For those tasks, there isn't 
>> really an occurrence to skip without completing the task.
>>
>> Is that the difference you are seeing?
>>
>> On Tuesday, April 26, 2022 at 8:41:33 AM UTC-4 Rebecca Young wrote:
>>
>>> I am noticing that on some recurring tasks that are overdue, "skip 
>>> occurrence" appears and on others, it doesn't.  I also see that when it 
>>> appears the initial start and due dates are grayed out, and when it doesn't 
>>> appear, they are in regular black text.  I would like the "skip occurrence" 
>>> option to appear on the tasks where it doesn't, but I can't figure out how 
>>> to change them.  Am I missing something or is this a bug?
>>>
>>> Thank you!
>>> Rebecca
>>>
>>

-- 
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 mylifeorganized+unsubscr...@googlegroups.com.
To view this discussion on the web visit 
https://groups.google.com/d/msgid/mylifeorganized/9bd53a19-bb2f-4de5-af27-76845070ee33n%40googlegroups.com.

[MLO] Re: How can I add task template?

[Susannah]

I keep this kind of thing in a folder at the top of my outline called  
"Procedures and Templates to Copy - Kicked off by an Event"
I set it to hidden. 

For example, I have a task for setting up a computer for a new user - which 
has hundreds of tasks under it.  So when we hire an employee I copy that 
project template down into my working projects in my outline and delete any 
tasks that won't apply to this user - ie the book keeper won't require the 
same software as the engineer so I list all the software and when I make it 
active I delete what I don't need or just check it off.  Then I start 
checking off tasks as I set up the computer or I set a date due for the 
future or I make it dependent on the employee accepting our offer or the 
new computer arriving.  I have hundreds of these templates.  Anything 
basically that isn't a set routine and is kicked off by an inconsistent 
event - new hire, new job, filling in for another person while they are out 
(this one I move to the active outline and then I move back up when they 
come back), random server processes when something goes wrong for 
troubleshooting, how to install things,  Pretty much every time I have 
an issue and figure it out I put it in these templates for the next time I 
have the same issue.  If we get new software I put the steps for installing 
so that the next time I have to install I don't even have to think about it 
as far as where it is saved and what settings have to be set to be 
consistent with all the other's that are already installed.  It also comes 
in handy for delegating - if I have all the task involved I just print that 
selected project and hand it off to someone else to do.

The only thing you have to remember is I am continuously improving my 
process and/or things are always changing so if I need to change something 
I need to remember to change the template and the active project.
I hope that helps.
Susannah
On Wednesday, May 4, 2022 at 6:02:29 PM UTC-4 Gerardo Aguilar wrote:

> I work as PM, many of my projects have the same sequence in process and 
> tasks,
> when I have a new project I create new project and then create a new 
> section of tasks, 
> these tasks sections are like "Installation process, maintenance window"
> Is it a form in which these names can be set as template for different 
> projects? 
> So I do not have to write them multiple times? 
>
> I have read the guide help but I think I did not find something like this 
> Thank you
>

-- 
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 mylifeorganized+unsubscr...@googlegroups.com.
To view this discussion on the web visit 
https://groups.google.com/d/msgid/mylifeorganized/ad4395f4-7c3f-4c81-ae42-08aa655ee18dn%40googlegroups.com.