Question on using MLO as a general outline with tasks incorporated

[cliff.o...@gmail.com]

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.

[M. Leigh Bender]

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

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Respectfully,

Leigh

[Cliff Ortmeyer]

Thanks Leigh

So the only way would be to have all the items of the outline be folders except for items that need to be actioned with would be formatted as a task/ project etc?

Thanks

[M. Leigh Bender]

 Cliff,

You could make them tasks vs folders, however they would show up in your filtered Action lists when you create them. I use folders for all large organizational areas of my outline.  Under each folder I have projects and tasks.

To view this discussion on the web visit https://groups.google.com/d/msgid/mylifeorganized/5d891a99-545e-4dc0-9456-e2d78a4dcc67n%40googlegroups.com.

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Respectfully,

Leigh

[Stéph]

I do almost exactly the same as Leigh, with 'area of life' as the top level in my hierarchy and roles / goals as the second level*.  You can think of folders as "items without a checkbox" or "note items", because there isn't anything special to make them into folders, just the removal of the completion checkbox. In fact, if it helps you to think of them as notes rather than folders, you can always change their icon on the desktop version of MLO.

*The only difference between what I do and what Leigh does is that I set the areas of life as tasks rather than folders - That's just so that the advanced filter parameter "TopLevelFolderName" can be used to refer to the roles in the second level of my hierarchy, rather than coming up with the same result as the "TopLevelParentName" filter.

All the best,

Stéphane

[westpo...@yahoo.com]

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

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