Ideas on year overview / design

[Jorgen Bodde]

Hi,

I am reading a book called "getting Results the Agile way" for personal and work related project and todo management. The methods in this book are very usable with MLO2, but I would like to know how to go about "designing a year". What this basically means is that for every month you write down the highlights of that month that need your focus, such as a month goal or year goal, but with a given date when this becomes important. The todo is not really a todo item perçe but a reminder like, OK in a month time, the next areas need focus in your life. This might be holiday related, or projects that start, or important events that need preparation but not necessarily this very moment. It serves as a month by month overview of goals important that month. So the todo items are not really active items but maybe something more in the line you see in a calendar. They are there for a certain time, and then they outlive their usefulness. I mean, after Xmas there is no need to think about Christmas decorating and organizing dinners with friends,stuff like that.

Is there a semi transparent way to store items that I can inspect per month as being the important items for that month (and the next month's on?) as MLO2 is very versatile I am sure it can be done but it might already be present in the core functionality...

Thanks,
- Jorgen

[Nick Clark]

Jorgen

A quick and dirty way to do this would be to set up 13 contexts, one for each month and one called Agile with includes those 12. You could then write a view that filters on the Agile Context and groups by context. Any tasks with the month context set would appear within the relevant group.
You could set the properties on any tasks to make them active at certain times, but would need to ensure your view included all to make them visible.
Hope that makes sense.
Nick

[Jorgen Bodde]

Hi Nick,

Thanks for the solution, I will play around with that!

With regards,
- Jorgen

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[Dwight Arthur]

As usual in MLO there are many ways of achieving this.

Most of the time that I am engaging with tasks and completing them, I am working off of a view called "daily". This is a to-do list that tries to show every task that I might have to deal with today, in something like a priority order. I don't expect to do all of these tasks today. I expect that wherever I am ready to start a new task, the task I want to do next should always be on this list and almost always be really close to the top of the list. It's created by a pretty long custom filter with lots of conditions. I would add a condition that says "or ((flag = highlight) and (duedatetime OnOrAfter Today) and (duedatetime OnOrBefore Today+30)) and I would sort or group the list by flag in order to put highlight records at the top. Perhaps I would use auto formatting to put a background colour behind tasks with a Highlight flag.

Once all that's done, if I created a task called Plan for my wife's birthday, made it due on her birthday and set the highlight flag it would show as a headline on my task list for the month before her birthday. If I made it a repeating task it would appear for a month every year. After 30 days it will drop off of the list, even if I haven't marked it completed. But I will have to complete it if I want it to come back next year.
-Dwight

[Jorgen Bodde]

Hi Dwight,

Yes that sounds like something I can use. I will experiment with starring items and filtering a whole month in advance, which will let me plan for items which slowly show up on my main view.

Thanks,
- Jorgen

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