Assigning tasks to others

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Jared Langson

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Apr 16, 2015, 5:01:27 AM4/16/15
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I'm managing a complex project that has multiple people collaborating and their tasks are dependent on others. I'm in the process of breaking the project into tasks and setting up dependencies. Once I've done that, I want to assign tasks to others and have them not show up in my to-do view. Since many tasks are things that I cannot do, I don't want to see them in my to-do list. However, I do want a way to periodically check the tasks that others are doing so I keep them on track.

I'm new to MLO so I don't know all the features yet, but I bet there's a good way to do this. 

Stéph

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Apr 16, 2015, 5:12:41 PM4/16/15
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Many ways, Jared.

You could set up contexts with the people's names and then set up your to-do views to exclude those contexts and a "chase other people" view which only shows those contexts.

Another way (the way I choose to do it) is to put the persons name in the note field, with a hashtag (or use another symbol - I use ?name), then make the context @waiting for. I exclude @waiting for from a lot of my views, or use auto-formatting to grey out the font of the @waiting items until they've reached their due dates.

I've yet to find the time to upload a couple of screenshots and copies of my filters, but will do that one day.

Stéphane

Michael Emerald, CFA

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Apr 16, 2015, 6:43:52 PM4/16/15
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There are some brighter minds than mine here, but here’s my attempt:

 

I’d create a context for every resource (person).  Then everyone can filter for their own resource.  You can filter for yours, and when you want to see all of them remove the filter.

 

 

Regards,

 

Michael Emerald, CFA

 

Performance Business Design

Owner, Business Strategy Consultant

 

Performance Business Design:

http://www.PerformanceBusinessDesign.com 

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