Hi, Alan. I think that you have created comprehensive and definitive
documentation of the function of a workspace, omitting just one small
point which I will get to later. You may or may not want to also mention
use cases that give the workspace value to the user - my favorite is use
of the tab bar as a kind of speed dial for views. I keep 26 of my
favorite views (or view/zoom combinations) in tabs, each locked and
pinned so that only the icon shows (I have many custom icons). I'm able
to bring up the exact view I want in a single click almost every time.
The missing piece is synchronization of selection and zoom. I don't use
zoom synch much but selection synch is very useful. For readers who
don't know, I will explain that the workspace setup window allows the
user to control several things about functioning of a workspace, one of
which is "synch selection with first tab". This is one of several
aspects of MLO which dictate that the first tab should always be a
locked, pinned "All Tasks" view. Here is a scenario that shows the use
of this option:
My setup has four tabs, all locked and pinned. First is All Tasks.
Second is Calls, showing every active task whose context includes
"call". The third is for my customer BVMI, and shows anything with the
#BVMI context, together with all children. The fourth is "recently
modified" showing any task modified in the last three days, sorted and
grouped by date/time modified, most recent first.The workspaces for
Calls and BVMI are set to synch with the first workspace, RecentMod is not.
I see an RFP from BVMI's competitor NJPHC and add a note to my inbox to
look into submitting a bid. Later, I am making my morning phone calls
and the next one is Touch base with BVMI >WorkCallsEastern #BVMI. I tap
on the task to select it and display the note which gives me the phone
number and some reminders from my last call. I tap the phone number
which places the call. While the phone is dialing, I tap the BVMI tab.
The tab comes up, showing me everything in my profile related to this
client. There are a few pages of it, but the display is open to the
project that we need to discuss. We discuss the project stats, the
weather, and the customer's daughter's upcoming wedding. I mention, for
full disclosure, that I will be considering submitting a bid for NJPHC.
My client gives me several good reasons to forego this bid so I tap the
RecentMod tab, delete the note about the bid, tap the BVMI tab and
finish discussing projects, tap the calls icon, mark the call completed,
and go on to the next call.
How did selection synch help me?
When I was viewing the CALLS workspace and tapped the Touch Base with
BVMI task, it became the currently selected task in the Calls workspace.
Because the Calls workspace does selection synch with the first tab (All
Tasks), Touch Base With BVMI also becomes the currently selected task in
All Tasks. Because the BVMI workspace does selection synch with the
first tab, Touch Base with BVMI is now the selected task in the BVMI
tab. (This is all really just to make Calls and BVMI synch selection
with each other, All Tasks is just a necessary intermediary). When I tap
the BVMI tab, it will open to the correct page because the Touch Base
task is the currently selected item and the view opens there.
When I tapped the RecentMods tab, it did not try to find the Touch Base
item because it does not do selection synch. When I go back to the Calls
page, it is still pointing to my current call. My activity on the Recent
Mods page did not affect the current selection, even though Calls synchs
selection, because RecentMods does not synch selection.
I hope this gives you an idea of when to use and when not to use
selection synch.
-Dwight
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