Group by caption "if contains $name$" view

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mrrosenthal85

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Mar 29, 2020, 6:31:59 AM3/29/20
to MyLifeOrganized
I want to setup a method where if I add a identifier $ $ inline in the task caption I can create a unique identifiable contact that can be grouped in a view.

Like.
Task1
Send the note to $tom for meeting.
Task2
send the bill to $jason

However $jason has not been setup as a context

The system can parse this into a view. So it searches for all items with $ in front that way I can create a view that shows tasks by contact from an inline identifier.

I don't want to enter a thousand contexts as some of these contacts might not be important long term.

How to easily add a contact that I can group by without having to use a new context.



Written another way


If my task captions have the following @jason or @tom or @rich
Where the @ signifies parsing identifier. But @tom has not been set as a context.

How can I set up MLO and views so a view by Contact could sort tasks grouped by name where
Jason
Tom
Rich
Are the three groups I would want to see in a view tab.

Stéph

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Mar 29, 2020, 3:51:33 PM3/29/20
to MyLifeOrganized
Hello mrrosenthal85
I do something similar, but I use ?name as the tag for people I've delegated things to in my notes and task captions. I often search for filter for a tagged name (for example, when I'm calling Tom, I might do a quick text search for "?Tom", to remind myself what else I need to discuss or check on with him. I haven't sorted tasks by name, as I generally only need to look at the tasks with one person's name at any particular time. 

It's not possible to sort by a word selected from the task note. If you want to sort by the names of people and the list of names is too long or changes too regularly to be used in contexts, why not dedicate the text tag to contact names? That should work pretty well.

Stéphane
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