Dwight: Everything you have written was very helpful. The "Add advanced" was something I was lacking knowledge about. Now I am better equipped to get MLO to do what I need. Thank you for your instruction.
On Mon, Dec 21, 2020 at 9:42 PM Dwight Arthur <[email protected]> wrote: > Hi, Bob. > > First issue involves where you set the project status. Maybe I am reading > it wrong, but it sounds like you are setting project status on each task > that's part of the project. I would suggest instead creating a parent and > putting all of the project tasks as children of that parent. Set "this is a > project" for the parent but not for the children. I have projects like > "year end accounting" and "replaster swimming pool" and "grant renewal for > clinic" - each of which has a bunch of child tasks comprising the work that > needs to be done. It is often the case that the parent project has > "complete subtasks in order". The difference between a project and a simple > collection of to-do items is that the project usually has multiple steps, > often a later task cannot be begun until earlier tasks have completed, the > project is not considered done until the last subtask is completes, and it > makes sense to set up a progress bar that shows how much of the project is > done and how much remains. > > Now, lets talk about what is supposed to be in the view that you have in > the Projects tab. Lets start with something that might be obvious, my > apologies if you are already on top of this, but tabs are not a great way > to save a set of filters and such - once you get it set up how you want, > it's far too easy to make a change, intentionally or by mistake, and then > struggle to try to reverse the change. What you should do is, once you get > it set up how you like you should save it as a view. After any future > changes you can reload the view to put it back the way you want it > > So, when you are creating a view, you need to set up filters that select > the items you want to show, and also specify how the display should be > organized. The "Group by" control affects how your items will be displayed > but does not have any effect on which items are selected to be included in > the view. To show your projects you want to select each of the project > items, but you also want to include all of the children under each of the > projects. Any view that shows parents and children arranged in hierarchies > is called a hierarchical view. So what you want is to select every item > that says it is a project and show them all, with a hierarchical view of > the child tasks. > > A setup for a project view like this would involve the following settings > in the view specifications in the left hand sidebar: > > - Show Actions: All > - Show Hierarchy: Yes > - hit the "config" button after show hierarchy > - include children. Do not include parents > - Show completed: yes > - Advanced: set the "add advanced" checkmark > - hit the "setup" button > - hit "add rule" > - enter "IsProject is True" > > This should give you roughly the view you seek. You do not need the > group-by control unless you have a view with some projects and some > non-project items and you want to break the report into two sections, one > for projects and the other for non-project tasks. > > hth > > dwight > > > On 12/21/2020 16:51, Stéph wrote: > > I think you've got me stumped there, Bob. I have a View in which I group > by top level parent (which happens to be four areas of my life: personal, > home, work and community) and then by project status (in progress, > suspended, completed, etc). I just tried converting the second level of my > groups to "IsProject" and I get all my projects listed under the group > value "Yes". > [image: Grouping tasks by IsProject status.png] > > > > Definitely, though, it's more useful to group tasks by Project Status: > [image: Grouping tasks by Project Status.png] > > All the best, > Stéphane > > > On Monday, 21 December 2020 at 18:54:18 UTC [email protected] wrote: > >> >> My understanding of PROJECTS in MLO is very poor. I have designated >> several tasks as a project. That is I have clicked on the "This is a >> project" for that task. Then I have made a TAB I call Projects. Within that >> TAB I have under the Filter "Group by..." I have selected the first option >> "Is Project". But the list I get does not show any of my Projects. >> What am I doing wrong? >> Thanks, >> Bob Young. >> > -- > You received this message because you are subscribed to the Google Groups > "MyLifeOrganized" group. > To unsubscribe from this group and stop receiving emails from it, send an > email to [email protected]. > To view this discussion on the web visit > https://groups.google.com/d/msgid/mylifeorganized/fd223f17-6788-46e9-93d2-27e02e3899b0n%40googlegroups.com > <https://groups.google.com/d/msgid/mylifeorganized/fd223f17-6788-46e9-93d2-27e02e3899b0n%40googlegroups.com?utm_medium=email&utm_source=footer> > . > > -- > You received this message because you are subscribed to a topic in the > Google Groups "MyLifeOrganized" group. > To unsubscribe from this topic, visit > https://groups.google.com/d/topic/mylifeorganized/nRc8FLTofC0/unsubscribe. > To unsubscribe from this group and all its topics, send an email to > [email protected]. > To view this discussion on the web visit > https://groups.google.com/d/msgid/mylifeorganized/b8ea9aa1-2ed4-a9dc-99a4-0c07ccf22c92%40gmail.com > <https://groups.google.com/d/msgid/mylifeorganized/b8ea9aa1-2ed4-a9dc-99a4-0c07ccf22c92%40gmail.com?utm_medium=email&utm_source=footer> > . > -- *Robert S. Young* *[email protected] <[email protected]>* *360-320-5001* -- You received this message because you are subscribed to the Google Groups "MyLifeOrganized" group. To unsubscribe from this group and stop receiving emails from it, send an email to [email protected]. To view this discussion on the web visit https://groups.google.com/d/msgid/mylifeorganized/CANOu5wVZJFRQa8Ea2B%2BjHpuQhVuxRDB7Q%3DXiX8pkPF0p7c4vRg%40mail.gmail.com.
