View by Context with Folders?

[Gary Petro]

I have set up all my Clients as Contexts. (I looked at using a Text Tag but not sure that would work as well, or easily. A custom field would be so nice right now.)

I created 3 folders; To-Do, Recurring, Someday.

I put a couple of tasks in each of the folders, each with a different context.

I created a new view of "By Client" with a "Group By" of Context.

I don't see what I expect, I get a first grouping of "Context: (none)" with each folder appearing there - I do not get any grouping by Context; unless I add a task outside of a folder. If I select the "Active by Context" view, I can clearly see them all here, properly grouped.

I do not understand why I cannot see each Context with a set of Folders under it so to have:

• Context 1
  • To-Do
    • Task
  • Recurring
  • Someday
    • Task
• Context 2
  • To-Do
    • Task
  • Recurring
    • Task
  • Someday

I want a way to see a list of tasks by Client grouped by Folder.

Perhaps I am using the wrong hierarchy?

Thanks.

Gary

[Radek Pilich]

it's not possible to do multi-level grouping, i.e. first context and then folder. You can split them into multiple views - i.e. one view for each client with grouping by folders.

If you don't want something to appear, you can use conditions - i.e. context = does exist, parent = is not empty, has subtasks = false etc..... familiarize yourself with conditions and their effects on the filtering.

[Stéph]

Grouping works best with flat lists (Show Hierarchy: No). With a hierarchical outline, the group by will only group the top level items in the outline.  Does it help if you go for a flat list and then have two levels of grouping - first by context and then by client?

[Dwight Arthur]

I try not to use a task's position in the hierarchy to denote anything that affects the planning and execution of the task, because the task hierarchy is very rigid. You cant sort it, it's difficult to include part but not all of a hierarchy, and so on. However, I can offer the following, it's not exactly what you asked for but maybe it's close enough.

Here is the universe of tasks:

   

The view has hierarchy turned off and is grouped by context, sorted by top level parent. In the CONTEXT section of the view definition I selected all of the client names, with an operation of OR, this prevents the three folders of showing up in a special section for items that do not have a context. Disadvantage, whenever you add a new client you have to go to the view definition and select the new context. A better solution might be to use the advanced filter with a rule that says (IsFilter is false), which is a little more complex but requires less maintenance. Last bit of setup, Tools>Options>CurrentMLOFile>ToDoListFormat>
turn on Encode Additional Information
in the Projects tab
    turn off Encode Project Name
in the Task Path tab
    turn on Encode Task Path
    set Task Path Depth to 1
    set limit on ancestor's name to 12
    delete the contents of Separator and Start String
    set end string to a colon ":" and a blank " "
    turn on Prefix

Here is what you get.

   

-Dwight

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