Assign Tasks to Projects, Projects to Roles (Covey), etc...

[DCC]

Greetings,

I am a long time registered user of MLO and I am wondering what is the best, fastest, easiest, most efficient, etc... way to assign a Task to a Project and/or a Project to a Role etc...

I assume that I could use folders to group Projects and Tasks according to Roles, and then use outline hierarchy to align tasks under projects, but that becomes much more difficult as the outline grows.  It would be nice to have a project drop down list, that could be categorized, in order to assign tasks to projects, etc...

If anyone has any recommendations or best practice advice I would appreciate it. 

Thank You,
Dwight...

[Stéph]

Hello Dwight. I do it just the way you do, with an outline hierarchy of
Area of Life
_Role
__Goal or Project
___Sub-project or task
____Task steps

That then leaves contexts for my GTD @contexts and Flags for flagging my roles and goals (which helps woth sone filters).

I do it this way for a few reasons:
1) because my tasks are much more likely to need a quick change of context than to be moved to another project
2) because I need to be able to archive a project when it finishes, which is much easier if all project items are together in one branch.
3) because I want to be able to zoom into projects and sub-projects.

All my project names a prefixed with a hashtag - well, actually a + symbol. All my roles are prefixed by &&. That way, when I want to move a task into a different role, I can type && to filter down to my roles, or + to see just my projects. The ability to filter the list when (ctrl-M) moving a task makes it easy to find the destination I want, even in a large outline.

Stéph

[Dwight Carr]

Thank you for the reply.  In your set up, do you use folders at all?

Regards,

Dwight...

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[Stéph]

Yes, I use folders in three ways:

Within my projects, I often have one or two folders of reference information - specifically, to keep a list of project contact names, phone numbers, email addresses and their roles.  This is useful for people I don't get round to adding to my phone address book.

I also set up all my Roles as folders. This is a trick to help with filtering - I can filter by Area of Life (Personal, Home, Work or Community) by using the Advanced Criterium "TopLevelParentName", but I can filter by Role buy using "TopLevelFolderName".

Finally, I tend to group projects by client name (sorry, didn't show that in my hierarchy, in my previous post to this thread) - When I create a group of projects in this way, I set it up as a folder.

As an example, if one of my Clients was Apple and I had a Project to design the next iPhone for them, the structure would be:

Work (which is a task)

_&&High Flying Designer (which is a folder - so I can find this by filtering by TopLevelFolderName

__Apple Computers (which is a folder, to keep all my projects for Apple together)

___New iPhone Design (which is a task, set up as a project in progress)

That's four levels of hierarchy. Under that would be all my tasks and subtasks for that project.

Does that make sense? Would that structure be easy for you to navigate, too, or am I over-complicating my outline?

Stéphane

On Wednesday, 5 July 2017 18:42:28 UTC+1, DCC wrote:

Thank you for the reply.  In your set up, do you use folders at all?

Regards,

Dwight...

On Sat, Jul 1, 2017 at 11:54 AM, Stéph <St...@senglish.plus.com> wrote:

Hello Dwight. I do it just the way you do, with an outline hierarchy of
Area of Life
_Role
__Goal or Project
___Sub-project or task
____Task steps

That then leaves contexts for my GTD @contexts and Flags for flagging my roles and goals (which helps woth sone filters).

I do it this way for a few reasons:
1) because my tasks are much more likely to need a quick change of context than to be moved to another project
2) because I need to be able to archive a project when it finishes, which is much easier if all project items are together in one branch.
3) because I want to be able to zoom into projects and sub-projects.

All my project names a prefixed with a hashtag - well, actually a + symbol. All my roles are prefixed by &&. That way, when I want to move a task into a different role, I can type && to filter down to my roles, or + to see just my projects. The ability to filter the list when (ctrl-M) moving a task makes it easy to find the destination I want, even in a large outline.

Stéph

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