View to show "next actions" only

[Callum]

Hi,

I'm a new user, coming from NirvanaHQ as my previous task manager, and looking to set up a GTD-esque system within MLO.

I am trying to create a view that only shows ACTIONS, and not PROJECTS, and I can't figure it out.

When I go to "Active Actions", I can see projects in there. I can't complete a project, I can only complete actions.

They are labelled as projects and are a blue colour, but still appearing on this list.

[Michael Emerald, CFA]

Hi.

 

If you’ll forgive me for not trying these ideas beforehand, I’ll share what I would do that typically gets me to what you are looking for. I’ll use the term to “play with” to mean “You’re a smart guy, so start fiddling with these and I sense you’ll get it”.

 

In the Advanced Filter section, I’d try adding, one at a time, these filters to see if they bring you towards what you are after.  I’m not thinking about order, just throwing down what’s worked for me in the past:

1. “Parent project=empty” or does not exist. The idea is that the actions have a parent project, but the parent project itself doesn’t.
2. Set your hierarchy to flat list.
3. You can set Group By to whatever you prefer, including nothing.
4. In the advanced filter, try “Parent is none”, which is similar of course to (1), above.
5. You can set the view settings to “Active” tasks, or you can set it to “All” then add something like “Start date<now()” in your Advanced Filter settings

 

I’m 85% sure that were I to try some of these steps I’d get a list of project actions without the project names being in the list.  Let me know if you need anything else.

 

Take Care,

 

Michael Emerald, CFA

 

Performance Business Design

Owner, Business Strategy Consultant

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[Callum]

Hi,

Thank you - I managed to get what I wanted.