New Custom Project Form

[Bollinger]

I have just finished working on the next version of the custom project form (see thread http://www.davidco.com/forum/showthread.php?t=3822 for details)

New features:

- Better performance
- More input fields and features on Project Form "main page"
- Ability to assign project to Contact
- Structure on main page changed
- 3 new tabs introduced: Appointments, Resources, Tasks
- Appointments shows all active appointments linked to the project.
- Resources shows e-mail filed to project and documents linked to project
- Tasks shows all active and completed tasks in this project
- Completing a project task shows a dialog with all defined future NA for the project to choose from (also updates history list on project).
- "History"-list on project is updated when completing NA tasks linked to project.
- New button (Add) on page "Resources" making it easier to link documents to project.
- Ability to create projects and appointments from NA list.

Because of all the new features (project macros, CDO etc) I would like to testdrive this form a bit more before I make it available.

Please feel free to submit your opinions about the new form.

Regards
Mattias Sahlin
Support this project with PayPal Donation (https://www.paypal.com/cgi-bin/webscr?cmd=_xclick&business=mattias%2esahlin%40home%2ese&item_name=GTD%20Custom%20Form%20Project&no_shipping=0&no_note=1&tax=0&currency_code=USD&bn=PP%2dDonationsBF&charset=UTF%2d8)

[astrea]

Hi Matthias,

this is an amazing achievement! I was just evaluating Resultsmanager in order to judge if I could extend the reach of my GTD implementation to also cover more project management related stuff (only using the GTD plugin until now). But it looks like your new project form could be exactly what I'm looking for.

The screenshots look great. I guess more detailed feedback can be given after a short while after day-to-day us. Looking forward to test it as soon as it becomes available.

Cheers,
Thorsten

[joeycan]

Mattias,

This is unbelievable everything one could ask for in form to fully implement the GTD add-in. Net Centrics should be hiring you.

P. S. If you need a Beta tester let me know. johanns at gmail dot com

Cheers

[jhegener]

Mattias,

This is unbelievable everything one could ask for in form to fully implement the GTD add-in. Net Centrics should be hiring you.

P. S. If you need a Beta tester let me know. johanns at gmail dot com

Cheers

Ditto... I will gladly beta test the form. I used the old form for a while and it was great but the performance 'hit' was too much for me and I abandoned it after a while.

It would be great to compare the new version.

I don't understand why, if a lone individual can create a near-perfect project dashboard like this, Netcentrics is not capable of providing the same functionality.

jay at ctcomp dot com

[mpearce]

Wow, looks great. Can't wait to start using it.

[charles7a]

Excellent job! I already use your first custom project form, and this one looks even better. I can't speak for anyone other then myself, but I would be willing to make a donation towards the "custom project form" project.

[dansch]

Please!!!
The form is fantastic, but I can't stand not being able to print out a hard copy that reflects the form. All we get is the generic "memo" format with all of the extraneous fields.

[jhegener]

I can't speak for anyone other then myself, but I would be willing to make a donation towards the "custom project form" project.

I was thinking much the same thing myself...

Bollinger, do you have a paypal account that I could donate some $$ to?

[peter_g]

Matthias:

Wow - the new custom project form looks excellent - can't wait to try it. I use your current one, and Bill's GTD-Police macro (which this version will replace in terms of prompting for next action). I have several quick questions in this regard:

1. Compatibility with GTD-Police - will this be an issue? The custom form and GTD Police seem to co-exist peacefully already.

2. Quick outline functionality - one advantage of GTD-Police is the ability to make a quick bulleted '-' outline list in the notes area to define a quick set of sequential next actions. Will this functionality be available in this project form, or will the next actions always have to be defined in the project form?

3. Any thoughts on speed/performance - the old form can be slow.

4. Add-in v2.1 compatibility?

You do great work - many of us recognize that project definition and management and maintaining the link between projects and next actions is one of the bigger challenges when implementing the GTD methodology with the Add-In.

Regards,
Peter

[sokrne1]

I'd love to beta test, also (that is, if you need any testers). I've been using your original form and love it!! It looks like you've incorporated things I had on my "wish list" -- which I never submitted :oops:

I was never able to get the GtD-Police plug-in working. Don't know what I did wrong. Hopefully, the ability to add a next action with your form will take care of that!

P.S. I'd also be more than happy to "contribute/donate" to the development of the form.

Thanks, in advance!!!

Take care,
Kathy

[Stevie_G]

....Because of all the new features (project macros, CDO etc) I would like to testdrive this form a bit more before I make it available......
Regards
Mattias Sahlin
I am brand new to the GTD process and I am just about to start implementing it, this would make my transition easier. I would love to testdrive the form to offer a "newbie" perspective. From the screen shots this looks exactly what I would need to assist me in my journey. Though others may argue that "plain vanilla" is nirvana, this form for me would be the second comming.
of course IMHO.
-g-

[Bollinger]

Thanks for the positive feedback!

I'll send all of you already interested a beta copy in the next couple of days.

Questions in previous posts:

GTD-Police compatibility:
I would not recommend running both the new custom form and GTD-Police together. This is because I've probably made a similar implementation available in the custom form and extended it with a "Choose NA" dialog listing all future tasks defined for the project.

Regarding outline functionality, if I understand it correct, this is the same feature as adding a "Future NA" in the custom form for the current project?

Speed/performance:
The new custom form uses a new algorithm for scanning the task folder and listing project, master projects etc. This should make it alot faster.

Printing: Yes, this has been forgotten. I'll dig in to this as fast as I can.
It should be nice to get the custom form to print all containing fields.

Addin v2.1 compatibility:
This should not be a problem. I've been running the new add-in with the new form since it was released and so far no problems.

Donations/PayPal:
It's always nice to get appreciated by others for the work you do. So far this has been a spare time project and I think it ill in the future, too. I have a full time job with two small kids so spare time is limited to late nights and early mornings.
I've set up a PayPal account for the support in the custom form development.
Hopefully this project will evolve into something really great with help from you all.

PayPal Donation for GTD Custom Form Project (https://www.paypal.com/cgi-bin/webscr?cmd=_xclick&business=mattias%2esahlin%40home%2ese&item_name=GTD%20Custom%20Form%20Project&no_shipping=0&no_note=1&tax=0&currency_code=USD&bn=PP%2dDonationsBF&charset=UTF%2d8)

Regards
Mattias Sahlin

[mpearce]

I would love to beta test this for you as well. And I will also donate some for your time and trouble. What you have done for my GTD has helped me greatly.


Thank you,
Michael Pearce

[pstmstr]

I would also like to Beta test, thanks

[jazzsyx]

I'd also like to help beta test.

[jvw]

I would also like to help with the beta test.
thank for working on this excellent form!

[peter_g]

To keep the thread clear of too many "me toos" with regard to the Beta test - perhaps everyone interested should send a private message to Mattias instead.

That way, we can keep the thread clear for issues that come up in the beta, etc.

Just my $0.02.

Regards,
Peter

[Stevie_G]

To keep the thread clear of too many "me toos" with regard to the Beta test - perhaps everyone interested should send a private message to Mattias instead.

That way, we can keep the thread clear for issues that come up in the beta, etc.

Just my $0.02.

Regards,
Peter
I agree :lol :p

[twilhite]

I would be interested in being a beta tester also.

[vauha27]

I've set up a PayPal account for the support in the custom form development.
Hopefully this project will evolve into something really great with help from you all.

--------

Mathias,

don't expect too much from this. But to make a begin I've sent you US$ 25. It may take some time unless Paypal has collected the money and transferred it to you. Buy some nice flowers for your wife :-)

Volker

[Bollinger]

Ok, I have now sent a beta release to those interested in testing this version.

Let's gather all opinions / bugs / feature requests in this thread so everyone can participate in the discussion.

Regards
Mattias

[mpearce]

I put in the beta without too much difficulty. When I went to open a project I get "Script Error Line No. 226" I hit the ok and the project will open fine.

Michael

[Bollinger]

I put in the beta without too much difficulty. When I went to open a project I get "Script Error Line No. 226" I hit the ok and the project will open fine.

Michael

You'll have to setup the custom views stated under "Setup(important!)"
in readme.rtf. ;)

Regards
Mattias

[mpearce]

I have a question for you Mattias. Where it says the view should be:

Active Appointments (GTD) - Custom
Messages (GTD) - Custom
Active Tasks (GTD) - Custom
Completed Tasks (GTD) - Custom

On my view it just says:

Active Appointments (GTD)
Messages (GTD)
Active Tasks (GTD)
Completed Tasks (GTD)

How do I get the custom view on my Outlook?

Also I had some code writen in the "ThisOutlookSession" I pasted the new code before the coding that was there. Is this correct?

thanks,
Michael

[Bollinger]

I have a question for you Mattias. Where it says the view should be:

Active Appointments (GTD) - Custom
Messages (GTD) - Custom
Active Tasks (GTD) - Custom
Completed Tasks (GTD) - Custom

On my view it just says:

Active Appointments (GTD)
Messages (GTD)
Active Tasks (GTD)
Completed Tasks (GTD)

How do I get the custom view on my Outlook?

thanks,
Michael

The views stated in readme.rtf should manually be created by you.

If you have Inbox selected and choose menu: View - > Arrange By - > Current View - > Define View you'll get a windows showing all defined views in the current folder. You'll then have to create a new view OR copy an existing view (using the buttons to the right on the window) and name them as stated in bold in readme.rtf.

For example, the name of the newly created/copied view for Appointments tab in custom form should be Active Appointments (GTD) - Custom
The same applies to the other views.

You'll have to create the views in the corresponding view, ie "Active Appointments (GTD) - Custom" is created when you are in "Appointments"-view active in Outlook, "Messages (GTD) - Custom" when you are in "Inbox"-view, "Active Tasks (GTD) - Custom" and "Completed Tasks (GTD) - Custom" in "Tasks"-view.

By doing this, you'll have the possibility to design the above views as you would like them to display in the custom form. For example, you maybe want to see a timeline display of your active NA tasks in "Tasks" tab of the custom form. To acheive this, just configure / create your ""Active Tasks (GTD) - Custom" view with this setting.



I'm going to add error handling for this issue, displaying a error dialog when opening the form without the above views defined.

Regards
Mattias

[Bollinger]

Also I had some code writen in the "ThisOutlookSession" I pasted the new code before the coding that was there. Is this correct?


Yes, you can put it before or after. Both is fine.

Regards
Mattias

[mpearce]

The views stated in readme.rtf should manually be created by you.

If you have Inbox selected and choose menu: View - > Arrange By - > Current View - > Define View you'll get a windows showing all defined views in the current folder. You'll then have to create a new view OR copy an existing view (using the buttons to the right on the window) and name them as stated in bold in readme.rtf.

For example, the name of the newly created/copied view for Appointments tab in custom form should be Active Appointments (GTD) - Custom
The same applies to the other views.

You'll have to create the views in the corresponding view, ie "Active Appointments (GTD) - Custom" is created when you are in "Appointments"-view active in Outlook, "Messages (GTD) - Custom" when you are in "Inbox"-view, "Active Tasks (GTD) - Custom" and "Completed Tasks (GTD) - Custom" in "Tasks"-view.

By doing this, you'll have the possibility to design the above views as you would like them to display in the custom form. For example, you maybe want to see a timeline display of your active NA tasks in "Tasks" tab of the custom form. To acheive this, just configure / create your ""Active Tasks (GTD) - Custom" view with this setting.



I'm going to add error handling for this issue, displaying a error dialog when opening the form without the above views defined.

Regards
Mattias


Okay, I must be really bad at this. I just don't get it. I think I am going to the wrong place to do this. I have gone to my Tasks in Outlook. From there I go to View - > Arrange By - > Current View - > Define View just as you state. There I get the widow with my views I am currently using Active Tasks by Action (GTD). Should I copy this view and name it one of the names you recommend such as Active Appointments (GTD)-Custom? If I do this how will I be able to use the other new views as well, since I can only use one view at a time?

Sorry to be such a pinhead on this,

Michael

[Bollinger]

Okay, I must be really bad at this. I just don't get it. I think I am going to the wrong place to do this. I have gone to my Tasks in Outlook. From there I go to View - > Arrange By - > Current View - > Define View just as you state. There I get the widow with my views I am currently using Active Tasks by Action (GTD). Should I copy this view and name it one of the names you recommend such as Active Appointments (GTD)-Custom? If I do this how will I be able to use the other new views as well, since I can only use one view at a time?

Sorry to be such a pinhead on this,

Michael

The custom views you create are used in the custom form. Tab "Appointments" loads the view "Active Appointments (GTD) - Custom", tab "Resources" loads "Messages (GTD) - Custom" and tab "Tasks" loads "Active Tasks (GTD) - Custom" + "Completed Tasks (GTD) - Custom".

You don't have to use these views in regular Outlook views, such as Tasks and Appointments. Only the form uses them.

It's important that you get the names exactly right. Copy and paste from the readme file when naming the views.

Regards
Mattias

[vauha27]

Mattias,

it looks like we need a step by step description about what to do where to implement those needed views. What parts are necessary and which are not. Just start with the appointments something like:

Open outlook unless not yet opened
activate your calendar tab or calendar folder
select menu view ........
select Active Appointments (GtD) and click on copy.
rename into Active Appointments (GtD) - custom
select radio button ....
click ok
In the next window click on ....

OK I am stuck here. I have yet to find fields called Project Appointments and Refresh

The upgrade part of the documentation is a little bit too compact as well. Something more verbose is needed IMHO.

Volker

[vauha27]

Errors:

I tried to install everything as described.

For the views I just went into the appropriate tabs and copied exisiting views renaming them to * (GTD) - Custom one for one.

When I click on new task I get an error, a script debugger wants to pop up, I decline and I get an error telling me:

Skript-Fehler
Die angegebene Seite existiert nicht oder unterstützt diesen Vorgang nicht.
Zeilen-Nr.: 44.

This translates into something like:
scripting-error
The referred Page doesn't exist or does not support this procedure.
Line-number: 44

The same happen if I do a double click on any existing GTD-addin project. This time the line-number is 34.

Is that again that language barrier like in the last form? The debugger doesn't allow me to do any changes. Where do I have to go and what do I have to change probably?

TIA

Volker

[charles7a]

Mattias:
Great job! I like your new Project Form. I was able to get it to work by adding the GTD views with " - Custom" at the end.

I have only found one bug so far. It is when you complete an action and you select an action from the "Future Actions" list popup, the action is not removed from the Future Actions list. So far, that's it!

Thank you,
Charles

[Stevie_G]

Ok, thought I was pretty savvy but just got grounded.

I finally got it installed properly I think, when I go to Outlook and open a task
the standard Outlook Task opens up and is titled "Untitled - GTD Template".
Not sure this is what I am suppose to see, oh 2 things this is my first attempt at VBA and GTD.

I have lowered my macro setting to med, but when I look to run the macro I see nothing in the box under Tools - Macro - Macros, is that suppose to be?

Ok so who here wants to lead me......off the cliff? :-?
-g-

[jvw]

Mattias:
Great job! I like your new Project Form as well.
I have one item so far. For the reminder on the "project" tab, the date drop down is a calendar to select the date, as expected; for the time, however, the drop down also shows a calendar. Is this the correct result or should the time selection have something other than a calendar drop down?

Thank you
Jim

[charles7a]

Mattias:
I checked out the time for the reminder and mine also has a calendar. In addition, the calendars are to small to read. Again, great form but I will keep you posted on any issues I experience!

[charles7a]

Mattias:
I have a suggestion for filed emails, but I am not sure if it can be done. Use the search folders funtionality of Outlook for the Resources tab so the project mail location does not have to be chosen. I use the tip you posted a week or two ago about setting up a search folder for GTD projects and it works great!
Thank you,
Charles

[Bollinger]

vauha27:
This is a language issue. Row 34 and 44 points out standard task tab named "Task" in english. I guess it has another name i German...

You had the same problem with the old version too, right?

You can change this by re-design the custom form with menu "Tools -> Forms -> Design a Form".
Choose "GTD-Template" and menu "Tools->View Code". Change word "task" in line 34 and 44 to what it's called in German. Then publish the form with menu "Tools -> Forms -> Publish Form".

charles7a:
Wow, you really found a bug! ;) Strange I didn't notice this earlier. Consider it fixed in final version.

Regarding search folders when displaying mail: it can be done. I'll consider this.

Stevie_G:
When you create a new standard task or NA task the standard Outlook task form should appear. When you open a task representing a GTD Project (added with the Add-In) the custom form should appear. So you're doing everything right.
Regarding Macros, if you choose "Visual Basic Editor" you'll se the code supporting the form. There are no Macros defined.

jvw:
Time dropdown was mapped to the wrong view (calendar). It should be up/down buttons instead to choose time. It's now fixed.
The calendar size/font issue in the date dropdowns is apparently a known
bug (http://support.microsoft.com/?kbid=255051). I'll see if there is a way around this.

Regards
Mattias

[vauha27]

...

I even replaced one more instance of task with Aufgabe. The task form will load now.

But now I am stuck with line 226. As far as I've understood this line points to the new view for appointments. The view is here, may I have to replace every occurence of calendar with the German Kalendar?

TIA

Volker

[jvw]

Mattias,
When I create a new next action via the Create Next Action button on the project form, the history list does not update for the newly created next action. The history list does update each time a new appointment or new project is created with the Create Appointment or Convert to Project buttons.
Looking at the Code behind the form, I'm unable to determine why the history list does not update....the code looks correct as far as I can tell.

Thank you
Jvw

[jvw]

I think I was incorrect about the code. I think the following additional code needs to be added to the Sub cmdNewNA_click() routine in order for the history list to be updated.

objHistoryList.AddItem Now() & " : " & "Created new NA: " + objTask.Subject

I added this to the form code and it now updates the history list when I add a new task through the Create Next Action button.

Thanks
Jim

[charles7a]

I use a customized version of the AddCarryTask that Ken Glade posted a while back. I noticed that when I complete any Actions created with AddCarryTask, the new Custom Form does not recognize it as a GTD Action (related to a project) so it does not open the "Choose NA" form. The customized AddCarryTask is better than the Project Task button in 2.1 because it also carries the GTDMasterProject besides the Project and SubProject. What does the "ThisOutlookSession" key off of to open the "Choose NA" form? I used to use the GTD Police and it recognized actions created with AddCarryTask.

Customized AddCarryTask code:

Sub AddCarryTask()
GetCurrentItem
Set NewTask = ThisOutlookSession.CreateItem(olTaskItem)

If Not GetCurrentItem.UserProperties("GTDMasterProject") Is Nothing Then
GTDMPValue = GetCurrentItem.UserProperties("GTDMasterProject")
Set objProp = NewTask.UserProperties.Add("GTDMasterProject", olText)
objProp.Value = GTDMPValue
End If

If Not GetCurrentItem.UserProperties("Subproject") Is Nothing Then
SubprojectValue = GetCurrentItem.UserProperties("Subproject")
Set objProp = NewTask.UserProperties.Add("Subproject", olText)
objProp.Value = SubprojectValue
End If

If Not GetCurrentItem.UserProperties("Project") Is Nothing Then
ProjectValue = GetCurrentItem.UserProperties("Project")
Set objProp = NewTask.UserProperties.Add("Project", olText)
objProp.Value = ProjectValue
End If

Set objProp = NewTask.UserProperties.Add("GettingThingsDone", olYesNo)
objProp.Value = 1

NewTask.Display

End Sub

Function GetCurrentItem() As Object
Dim objApp As Application
Dim objSel As Selection
Dim objItem As Object

Set objApp = CreateObject("Outlook.Application")
Select Case objApp.ActiveWindow.Class
Case olExplorer
Set objSel = objApp.ActiveExplorer.Selection
If objSel.Count > 0 Then
Set objItem = objSel.Item(1)
End If
Case olInspector
Set objItem = objApp.ActiveInspector.CurrentItem
Case Else
' can't handle any other kind of window
End Select

Set GetCurrentItem = objItem

Set objItem = Nothing
Set objSel = Nothing
Set objApp = Nothing
End Function

[Stevie_G]

Stevie_G:
When you create a new standard task or NA task the standard Outlook task form should appear. When you open a task representing a GTD Project (added with the Add-In) the custom form should appear. So you're doing everything right.
Regarding Macros, if you choose "Visual Basic Editor" you'll se the code supporting the form. There are no Macros defined.
Regards
Mattias
Ok, I think I got it as I said I was new so I did not even have a single task yet as I was cleaning everything out so I now have the form from task that I created and categorized as projects

BUT
Now when I click on a task that was categorized as Project I get a "Just-In-Time Debugging" tool, and then script error #227. I originally got #226 then created those view that you indicated in the post and the .rtf.

When u r done with me this thing will be idiot proof, maybe not Stevie_G proof but idiot proof.
Thanks
-g-

PS Is the GTD Add-in a critical component of this program as I do not have it? I am waiting to see how I do with the concept before shelling out $'s.
-g-

[techsavvyguru]

For these instructions:


New Installation (old custom form not installed)
Start with configuring Outlook default VBA Project:

1. In Outlook, choose menu: Tools -> Macro -> Visual Basic Editor
2. Copy the text in outlooksession.txt to "ThisOutlookSession" contained in folder "Microsoft Office Outlook" folder
3. Right-click on the "Folder" folder and choose "Import File" and select frmChooseNA.frm from extracted zip file.
4. Right-click on the "Modules" folder and choose "Import File" and select basMain.bas from extracted zip file.
5. Save and close Visual Basic Editor

For Step 2, does it matter what is selected in the top drop down when pasting? For instance, it saves General and Application? I don't think it matters but just want to be sure.

For step 3 should "Folder" folder be "Forms" folder?

TIA for any answers.

Also, looking ahead I had a question about the DocMessageClass program. I tried to translate the instructions with Google but didn't get a response. Is there an english explanation to what this program does and how to accomplish the desired result with it?

Thanks,

Tony

[Bollinger]

vauha27:
You're probably right. Try to change functions populateTasks, populateAppointments, and maybe populateMailView to point to the German equivalence.

jvw:
I've changed the old handling of the history log writing. All "Created new...", "Completed next...." is written from function saveTaskForm. This is because when you create a project NA from a standard task and not from the project form a log row is also written. I thought this was a cool feature.... ;) In addition to this, if you create the task with "Create Next Action" and doesn't save the NA appearing, a log row is not written.

It's strange that you don't get a log row saying "Created Next Action". I get it all the time. Have you really saved the newly created NA before checking "History" in project form?

With your code addition you may experience duplicate history rows for NA creation.

charles7a:
You don't have to use (probably should not use) your customized code to create a project task.

The new custom form contains alot of new features not visible too ;)

Just use "New Project Task" from the GTD Toolbar, or just a new regular Task and you'll get everyting you want.

The new custom form handles the include of GTDMasterProject to every NA tasks by defaualt, so this rules out the need of any customized code for this. Also, the Subproject feature with 2.1 version is, by my opinion, not implemented correct. Subproject is not defined by a task, just a custom field for the project task item. This rules out the need of transfering the subproject to the NA, because a project can only have one subproject at a time.

Note! I recently discovered a small bug, resulting in GTDMasterProject not beeing transfered by default in this beta version, but have been fixed in final release.

GTD Police should not be used with this version of the form because of duplicate handling of next NA for project.

Stevie_G:
Are you absolutely sure you have named the views exactly[I] as specified in the readme file? The error you're getting is releated to this issue.

techsavvyguru:
Your assumptions is correct.

Regarding DocMessageClass, if you download and install the program you'll get in in english. It's mandatory to use this program if you have old GTD tasks that you would like to use with the form.

It changes the Document Message Class of the current items in your task folder to IPM.Task to IPM.Task.GTD-Template.

Regards
Mattias

[mpearce]

Here are a couple of bugs I have found.

1. even though I have Day/Week/Month (GTD) view as my current view it changes to Active Appointments (GTD)- Custom every so often and is always on that when I just open it. It is also the same for my Tasks window. I have it set to Active Tasks (GTD)-Custom and it will change to Completed Task (GTD)- Custom.

2. When I open two of my master projects I get, "Microsoft forms: To help prevent malicious code from running, one or more objects in this form were not loaded." I hit the ok button and the project opens but without the new form. this happens only on one project everytime. The other one opens but will be in the new form. Neither will have any of the NA history that I had with the other form you made for us.

Michael

[Bollinger]

Here are a couple of bugs I have found.

1. even though I have Day/Week/Month (GTD) view as my current view it changes to Active Appointments (GTD)- Custom every so often and is always on that when I just open it. It is also the same for my Tasks window. I have it set to Active Tasks (GTD)-Custom and it will change to Completed Task (GTD)- Custom.

2. When I open two of my master projects I get, "Microsoft forms: To help prevent malicious code from running, one or more objects in this form were not loaded." I hit the ok button and the project opens but without the new form. this happens only on one project everytime. The other one opens but will be in the new form. Neither will have any of the NA history that I had with the other form you made for us.

Michael

1. Fixed now. Works in final release.
2. It seems like you old tasks are not converted to use the new form. Have run re-run DocMessageClass in your task folder? What happens if you re-create your master projects?

Regards
Mattias

[charles7a]

charles7a:
Note! I recently discovered a small bug, resulting in GTDMasterProject not beeing transfered by default in this beta version, but have been fixed in final release.

Regards
Mattias

Mattias:

Good news on the final version having the "Transfer the GTDMasterProject" to the new NA feature!

Please provide what the NA popup is looking for in a NA besides the Project because I have many NA's already created by the AddCarryTask macro. I have been using it for awhile. Perhaps they are missing a needed field that your code is looking for.

I would like to fix the NA's so they will work with the new Custom Project Form (and have the NA popup work when I complete one of them). Currently when I complete NA's (associated to Projects) that were created with the AddCarryTask I do not get the NA popup.

Will the "Transfer the GTDMasterProject" feature of your Custom form work on NA's created from the GTD toolbar? (E.g. When using the Delegate button and such)

[mpearce]

found two more bugs:

1: I went to create a new task, hit the button and got, "Script Error: Object does not support this property or method:'Application.showChooseNA'".

2: I went to make a Master Project after I had made a new project in GTD. I erased the project name I had and put in $MP:FSHF for the new master project. It would list it in the Master Project field drop down list, but when I would go to put a project in the project field it would erase the Master Project title I put in.

[Bollinger]

Mattias:

Good news on the final version having the "Transfer the GTDMasterProject" to the new NA feature!

Please provide what the NA popup is looking for in a NA besides the Project because I have many NA's already created by the AddCarryTask macro. I have been using it for awhile. Perhaps they are missing a needed field that your code is looking for.

I would like to fix the NA's so they will work with the new Custom Project Form (and have the NA popup work when I complete one of them). Currently when I complete NA's (associated to Projects) that were created with the AddCarryTask I do not get the NA popup.

Will the "Transfer the GTDMasterProject" feature of your Custom form work on NA's created from the GTD toolbar? (E.g. When using the Delegate button and such)

If I look at you CarryTask code I see this as a possible cause of your problem:


Set NewTask = ThisOutlookSession.CreateItem(olTaskItem)

This creates a new task of the type:
olTaskItem
My form does this:
Application.ActiveExplorer.CurrentFolder.Items.Add ("IPM.Task.GTD-Template")

When your script creates a task it overrides the default settings of your Task folder (set to "GTD-Template") and creates a regular Task (olTaskItem).

The standard task has no custom code in it.

Have you run DocMessageClass on your Task folder changing the message class on your old NAs to GTD-Template? This is mandatory and can be read about in readme.rtf.

Regards
Mattias

[Bollinger]

found two more bugs:

1: I went to create a new task, hit the button and got, "Script Error: Object does not support this property or method:'Application.showChooseNA'".

2: I went to make a Master Project after I had made a new project in GTD. I erased the project name I had and put in $MP:FSHF for the new master project. It would list it in the Master Project field drop down list, but when I would go to put a project in the project field it would erase the Master Project title I put in.

1.This is probably no a bug. I think your Outlook just haven't loaded the macros code. Goto Tools->Macro->Visual Basic Editor
and ansver "Enable Macros" on the question you'll get. Then try again.

2. Master projects must be created from the Add-In. Under Tools->Options->Getting Things Done->Manage Projects.
After that you can open the created "Master Project" task and add information to it.

Regards
Mattias

[mpearce]

1.This is probably no a bug. I think your Outlook just haven't loaded the macros code. Goto Tools->Macro->Visual Basic Editor
and ansver "Enable Macros" on the question you'll get. Then try again.

2. Master projects must be created from the Add-In. Under Tools->Options->Getting Things Done->Manage Projects.
After that you can open the created "Master Project" task and add information to it.

Regards
Mattias

I think that took care of #1. On #2 I have a project labeled Business Strategy and I want to make a Master Project to put this in. So I opened the project and typed in $MP:FSHF for the name of the master project. I then closed and saved it. But it won't list it in the master project view on my task panel like before. It only renames the business strategy to FSHF. So I opened it again and selected Master Project on the drop down which now has FSHF as a master project. Then I changed the project name to Business Strategy and saved it. but it only changed the project name and won't list the master project name.

[Bollinger]

I think that took care of #1. On #2 I have a project labeled Business Strategy and I want to make a Master Project to put this in. So I opened the project and typed in $MP:FSHF for the name of the master project. I then closed and saved it. But it won't list it in the master project view on my task panel like before. It only renames the business strategy to FSHF. So I opened it again and selected Master Project on the drop down which now has FSHF as a master project. Then I changed the project name to Business Strategy and saved it. but it only changed the project name and won't list the master project name.

Again, the custom form looks for a project created with the Netcentrics Add-In with prefix "$MP". Nothing else. I'll advice you to add a master project using the Netcentrics Add-In admin panel in "Options" with prefix "$MP:".
Then it will appear in you master project list. Don't try to create Master Projects in other ways. This will lead to this kind of problems.

Meanwhile, I'll think of a way of adding Master Projects without using the Netcentrics Add-In.

Regards
Mattias

[mpearce]

Again, the custom form looks for a project created with the Netcentrics Add-In with prefix "$MP". Nothing else. I'll advice you to add a master project using the Netcentrics Add-In admin panel in "Options" with prefix "$MP:".
Then it will appear in you master project list. Don't try to create Master Projects in other ways. This will lead to this kind of problems.

Meanwhile, I'll think of a way of adding Master Projects without using the Netcentrics Add-In.

Regards
Mattias

I have tried just what you posted several times it only show "$MP:Name" in the subject view. And nothing is in the GTDMasterProject view. Then when I open that project and select "Name" as master project and name a new project within this form it just erases the master project title.

Michael

[dsteinschneider]

Hello Mattias,

I do a lot of Crystal Report development against SQL databases. I've done a bit of Exchange data reporting but never Outlook PST. I installed the "driver" for outlook and was able to get everything that you see in the Print all fields report but I'm not seeing the Futures actions, history etc. Do you have any pointers for me?

Doug

[charles7a]

Have you run DocMessageClass on your Task folder changing the message class on your old NAs to GTD-Template? This is mandatory and can be read about in readme.rtf.
Regards
Mattias
That did the trick! I had used the upgrade instructions because I was already using v1 of the Project Form. I went back and converted ALL tasks and now the popup is working correctly.
Thank you!

[charles7a]

charles7a:[/B]
Regarding search folders when displaying mail: it can be done. I'll consider this.
Regards
Mattias
Just a FYI. In the Project mail location I put the path to the search folder I created (e.g.,\\Charles Alexander\Search Folders\Filed Mail by Project) and (all) the emails show up that have a project attached for them. Pretty slick!

I have all messages collapsed when the folder is first opened, so having all the project messages is no big deal. I guess the filter in the custom form (for the project name) doesn't work on search folders. No big deal or bug, just a FYI.

[mpearce]

When I go to check a task in my active task view. I get this Script Error :Object doesn't support this property or method:'Application.showChooseNA' Line No:281

By the way great job on this,

Michael

[techsavvyguru]

I got the installation done and I am up and running. I think I may have found something (maybe a bug?) unless I am doing something wrong

When I go to the Resources tab and try to use the Documents Add button I get an error message... VB Script runtime error

Application doesn't support this property or method:'Application.SelectFiles'

I have a screen shot of the debugger if you want me to email it. Too big to attach here.

Great job... I haven't begun to put it through its pace yet, but first reaction is "WOW"

Thanks,

Tony

[joeycan]

Hi I am trying to create a task view which will list all master projects (i.e. $MP:) and projects that are associated to the master project. Also I would like actions to be listed under each project i.e. master project and sub project.

I primarily want to use this as a review tool during my weekly review so I can capture all of my projects and next actions listed for the week.

Any ideas on how it is best to achieve this view, I have played with the custom view for a few hours today and can't get what I am looking for.

So I guess my first question is, is this doable if so am I missing something simple.

[Rodney]

Mattias

Thanks for the work you have devoted to this Form!

I have installed the form per your directions and all of my old projects work fine. However, I can't get this to work with new projects. I have the Add-in v2.1.
I have tried to add projects using Tools>Options>GTD>Manage Projects>Add; Using File on the GTD Tool Bar and selecting <Add New Project> for the project, Action on the GTD Tool Bar and selecting <Add New Project>. None of these give me the Project Form; I have to convert them using DocMessageClass.

I reread the instructions and it looks like I have everything where it is supposed to be. The only thing is that there is a file named frmChooseNA.frx in the zip file, but I never did anything with it during installation. Do I need to do something with this to make it work?

I'm sure this is something simple I have overlooked; would appreciate your help.

Rodney

[peter_g]

Mattias:

Just a quick note to let you know that I have almost completed a beta test report on this form. It is an excellent piece of work and will dramatically improve the value of Outlook (even with the Add-In) as a solution to implement the GTD methodology - great work.

My most significant comment so far is that I have encountered the same script errors as some of the others - all centered around ShowChooseNA - it does not appear to be a valid object. When I inspect the Application object with the debugger, Application.ShowChooseNA is not a valid reference (although it appears in ThisOutlookSession, it does not appear in Application).

Lots more comments in my forthcoming report, but this is the biggest problem so far.

Regards,
Peter

[xoff]

Mattias,

Great product so far with one day of testing.

One glitch I have run into is when I mark a task complete (that was created throught the project form). I receive the following error:

"Object doesn't support this property or method: 'Application.showchooseNA' Line No. 281"

Other than that smooth so far.

Xoff

[charles7a]

I noticed that when I open a Someday NA that it opens up with the Custom Project Form. If I save and close, it becomes a project, even though I did not change it to Project.

[jvw]

Peter g and Xoff

I have not had the same issue with the showchooseNa notice
"Object doesn't support this property or method: 'Application.showchooseNA' Line No. 281"

I could create the problem, however, by creating a new task with Mattias' project form when I didn't have the GTD-Template set as the default form in the task properties "when posting to this folder, use..." box. the project form then creates the new task with an Outlook standard task form instead of Mattias' task form, and then when completing the task created with the standard form, the above notice shows up.

Are you using Mattias' project form as the default form for new tasks?

jvw

[xoff]

Peter g and Xoff



Are you using Mattias' project form as the default form for new tasks?

jvw

Yes I am.

Xoff

[peter_g]

Yes, I am too. Operation of the "choose next action" functionality is intermittent at best. It occasionally works after I re-run DocMessageClass - a few items seem to creep in there that are defaulting to IPM.Task, which makes me think there's another place - such as the create project window of the GTD Add-In, where the default form also needs to be amended.

Also, a nasty feature of running DocMessageClass seems to be that the links between tasks and email messages created using the Action button of the GTD Add-In seem to get severed - so that the "Open Mail" button is no longer available to these tasks. This is a major pain where I have been relying on the task to retain the attached email. The root cause (not 100% sure it's DocMessageClass) should be investigated further, and an explicit warning about this should be included in the install documentation of the form.

This all being said, the sheer usefulness of this form outweights any of these small "growing pains"...

Regards,
Peter

[Rodney]

I've been trying to troubleshoot this on my own. I looked up in the Outlook Help how to create a new form, and used the GTD Template form (Tools>>Forms>>Design forms>>Look in: Personal Forms Library>>GTD Template) to see if it was a problem with the form. When the form is opened into design mode, all the pages are there, but they have parentheses in their title. (There are two pages without parentheses, Task and Details, and these are the ones that show up when I open a new project task I have created with the Netcentrics Add-in.) I can make the parentheses go away by the command Form>>Display this page, in the Design View, so I assume this would make that page show up when the form is used (I was afraid if I saved the changes I would really mess things up). So does your code (or the Add-In) control which of these pages shows up? Is that is what is wrong? Or is the task just not getting the correct message class (IPM.Task.GTD-Template). Is there a way to tell the message class of a project task?

By the way, I tried still another way to make a new project form...adding a new project from the New Project Task button on the Addin tool bar in the Tasks window...still can't get the form to show up.





I have installed the form per your directions and all of my old projects work fine. However, I can't get this to work with new projects. I have the Add-in v2.1.

Rodney

[Rodney]

Is there a way to tell the message class of a project task?



Just figured out how to do this; new projects are being added as tasks of class IMP.Task. Yet the Task folder properties window clearly shows, "When posting to this folder, use GTD-Template (hope this attaches):

C:\documents and settings\administator\desktop\Task Properties.jpg

[charles7a]

Operation of the "choose next action" functionality is intermittent at best. It occasionally works after I re-run DocMessageClass - a few items seem to creep in there that are defaulting to IPM.Task...
Also, a nasty feature of running DocMessageClass seems to be that the links between tasks and email messages created using the Action button of the GTD Add-In seem to get severed - so that the "Open Mail" button is no longer available to these tasks. The root cause (not 100% sure it's DocMessageClass) should be investigated further, and an explicit warning about this should be included in the install documentation of the form.
This all being said, the sheer usefulness of this form outweights any of these small "growing pains"...
Regards,
Peter
The NextNA popup works for me as long as all the tasks have been converted using DocMessageClass. The AddCarryTask macro (pretty much the same as the newProjectTask macro) that I WAS using created tasks that were IPM.Task, which then in turn prevented the NextNA popup from working on those Tasks/NAs.

I also have experienced the "Open Mail" button not being available on "@Waiting For" NA's. More than likely caused by DocMessageClass, or more specifically changing the class on @Waiting For tasks. Just part of being a Beta tester!

Charles

[apinaud]

I will love to test the form. Where I can obtain the form?

thanks!

[Bollinger]

When I go to check a task in my active task view. I get this Script Error :Object doesn't support this property or method:'Application.showChooseNA' Line No:281


...I got the installation done and I am up and running. I think I may have found something (maybe a bug?) unless I am doing something wrong

When I go to the Resources tab and try to use the Documents Add button I get an error message... VB Script runtime error

Application doesn't support this property or method:'Application.SelectFiles'...

...My most significant comment so far is that I have encountered the same script errors as some of the others - all centered around ShowChooseNA - it does not appear to be a valid object. When I inspect the Application object with the debugger, Application.ShowChooseNA is not a valid reference (although it appears in ThisOutlookSession, it does not appear in Application...

One glitch I have run into is when I mark a task complete (that was created throught the project form). I receive the following error:

"Object doesn't support this property or method: 'Application.showchooseNA' Line No. 281"

Just figured out how to do this; new projects are being added as tasks of class IMP.Task. Yet the Task folder properties window clearly shows, "When posting to this folder, use GTD-Template (hope this attaches):
Attention:
All of you having these kind of problems, please ensure that you have "Use custom form in Tasks folder" checked in Tools -> Options -> Getting Things Done ->Other Settings

This controls if the type of newly created projects gets the type IPM.Task.GTD-Template instead of IPM.Task.

Re-run DocMessageClass again to convert the projects to new message class.

Sorry for this, forgot to mention this in the readme file.

If this doesn't help try this:

1. Security Level. When setting security level higher then "Medium" (in menu Tools -> Macro -> Security) the VBA code supporting the form is not loaded. 2. Outlook bug. Sometimes the supporting VBA code is not loaded when starting Outlook. If you doesn't get a security message asking if you want to enable or disable macros when starting Outlook, the macros has not been loaded. When menu (Tools -> Macro -> Visual Basic Editor) is choosen, the macros should load.



I do a lot of Crystal Report development against SQL databases. I've done a bit of Exchange data reporting but never Outlook PST. I installed the "driver" for outlook and was able to get everything that you see in the Print all fields report but I'm not seeing the Futures actions, history etc. Do you have any pointers for me?
Check "User-defined fields in folder" in the Tasks view. There you'll find fields starting with "GTD.." containing the data you're looking for.



Hi I am trying to create a task view which will list all master projects (i.e. $MP and projects that are associated to the master project. Also I would like actions to be listed under each project i.e. master project and sub project.

I primarily want to use this as a review tool during my weekly review so I can capture all of my projects and next actions listed for the week.

Any ideas on how it is best to achieve this view, I have played with the custom view for a few hours today and can't get what I am looking for.

So I guess my first question is, is this doable if so am I missing something simple.
You should add the following grouping properties:

GTDMasterProject
|_ Project
|_ Subproject
|_ Action




I noticed that when I open a Someday NA that it opens up with the Custom Project Form. If I save and close, it becomes a project, even though I did not change it to Project.
Fixed in final version. The form should not appear on Someday NA.



Also, a nasty feature of running DocMessageClass seems to be that the links between tasks and email messages created using the Action button of the GTD Add-In seem to get severed - so that the "Open Mail" button is no longer available to these tasks. This is a major pain where I have been relying on the task to retain the attached email. The root cause (not 100% sure it's DocMessageClass) should be investigated further, and an explicit warning about this should be included in the install documentation of the form.
Strange. I see what you mean, but I can't figure out which field is beeing corrupt. I'll look for an alternative for DocMessageClass.

Regards
Mattias

[charles7a]

I noticed that I get an error when the showNA popup should show even when security is set to low in Outlook 2003. I must first press Alt-F8 to open the macro window. I do not need to select a macro, just open it and close it. The showNA popup then works.

If I set security to Medium, I do not get the "Do you want to Enable Macro's window" when starting Outlook 2003. I must press Alt-F8, the "Do you want to Enable Macro's window" pops up and I enable macros. The showNA popup then works.

[astrea]

Hi Mattias,

I tried your suggested solution to the script error problems (use custom for, re-use DocMessageClass, check security) but I still keep getting script errors like described by various other people before. Any other idea what could be the problem? Other than that: Great form!

Best regards,
Thorsten

[Bollinger]

Hi Mattias,

I tried your suggested solution to the script error problems (use custom for, re-use DocMessageClass, check security) but I still keep getting script errors like described by various other people before. Any other idea what could be the problem? Other than that: Great form!

Best regards,
Thorsten

The script error indicates that the supporting VBA code in ThisOutlookSession (Visual Basic Editor) is not found by the custom form. Have you made sure the code is loaded and exists in your Outlook VBA project?

If that doesn't work, try to add this function to ThisOutlookSession and restart Outlook:


Private Sub Application_Startup()
S = ""
End Sub

Regards
Mattias

[astrea]

Mattias,

I added your little code snippet to ThisOutlookSession and now Outlook tells me on startup that ThisOutlookSession contains macros and asks if I want to enable macros or not.

But: After enabling macros in this step, I still get an error message when, for example, trying to use the "add" button on the resources tab. Error message: "Object doesn't support this property or method: 'Application.Select.Files'"

I've added my complete ThisOutlookSession code below. Maybe that helps tracking down the problem.

Thanks for all your efforts,
Thorsten
----------------------

Function showChooseNA(proj As String, na As String, mp As String)
If proj <> "" Then
frmChooseNA.Project = proj
frmChooseNA.na = na
frmChooseNA.MasterProject = mp
frmChooseNA.Show 1
End If
End Function

Function SelectFiles()
Dim FileList As New Collection
Dim I As Long
Dim S As String

ShowFileOpenDialog FileList
Set SelectFiles = FileList
End Function


Function GetOneNameViaCDO()
Const cdoE_USER_CANCEL = &H80040113

' start CDO session
Set objSession = CreateObject("MAPI.Session")
objSession.Logon , , False, False
On Error Resume Next
Set colCDORecips = objSession.AddressBook(, _
"Choose person responsible for this GTD Project", , , 1, _
"Responsible")
If Err = 0 Then
If colCDORecips.Count <> 1 Then
MsgBox "You can only choose 1 contact. If you want to select more, create a gruop and add the group", , _
"Warning"
Else
strName = _
colCDORecips.Item(1).AddressEntry.Name
If Err = 287 Then
' security block triggered
MsgBox "Outlook cannot return " & _
"a name, because " & _
"you clicked No on the " & _
"e-mail address access " & _
"dialog. You need to try " & _
"again and click Yes " & _
"this time.", , _
"E-mail Address Access"
End If
End If
ElseIf Err = cdoE_USER_CANCEL Then
' user canceled the address book dialog -
' do nothing or provide a message to user
End If

GetOneNameViaCDO = strName

' release objects
objSession.Logoff
Set colCDORecips = Nothing
Set objSession = Nothing
End Function

Private Sub Application_Startup()
S = ""
End Sub

[charles7a]

If that doesn't work, try to add this function to ThisOutlookSession and restart Outlook:


Private Sub Application_Startup()
S = ""
End Sub

Regards
Mattias
Adding the function to ThisOutlookSession works. The showNextNA popup works automatically when a Project related NA is completed.

[peter_g]

Adding the function to ThisOutlookSession works. The showNextNA popup works automatically when a Project related NA is completed.

I concur. I was able to duplicate the failure of the NA popup window running. The intermittent functioning of the window was due to me occasionally accessing the Visual Basic editor, which resulted in the macro being loaded. Other times of course, I got the script error.

After adding the Startup code segment provided by Mattias, the NA Window now functions consistently!

Great stuff!
Peter

[Rodney]

Attention:
All of you having these kind of problems, please ensure that you have "Use custom form in Tasks folder" checked in Tools -> Options -> Getting Things Done ->Other Settings



This worked. However, now when I add a new project, i get an error message: No project named: 'XXXXX' was found in Tasks folder. When I click OK, it still works fine; the project XXXXX is there in my project list and the project form opens fine.

Great work Mattias.
Donation to follow. :-)

[Rodney]

I installed the form on my office computer today. When I go to open a project, I get the following error:
Object doesn't support this property or method: 'ovcActiveTasks.Filter' Line No: 211.

[Bollinger]

I installed the form on my office computer today. When I go to open a project, I get the following error:
Object doesn't support this property or method: 'ovcActiveTasks.Filter' Line No: 211.

Ok, what's your Outlook version? This error indicates that the custom form was unable to find the Outlook View Control.

This form is designed to work with Outlook 2003. It's to much
trouble to keep it compatible with the older versions. Microsoft always make major changes between product versions, making it difficult to maintain a stable implementation.

Regards
Mattias

[mpearce]

I also get the same message as Rodney: No project named: 'XXXXX' was found in Tasks folder. When I click OK, it still works fine; the project XXXXX is there in my project list and the project form opens fine.

[xoff]

Attention:
All of you having these kind of problems, please ensure that you have "Use custom form in Tasks folder" checked in Tools -> Options -> Getting Things Done ->Other Settings

This controls if the type of newly created projects gets the type IPM.Task.GTD-Template instead of IPM.Task.

Re-run DocMessageClass again to convert the projects to new message class.

Sorry for this, forgot to mention this in the readme file.

If this doesn't help try this:

1. Security Level. When setting security level higher then "Medium" (in menu Tools -> Macro -> Security) the VBA code supporting the form is not loaded. 2. Outlook bug. Sometimes the supporting VBA code is not loaded when starting Outlook. If you doesn't get a security message asking if you want to enable or disable macros when starting Outlook, the macros has not been loaded. When menu (Tools -> Macro -> Visual Basic Editor) is choosen, the macros should load.



Mattias, I have followed the above steps, however the error noting line 281 still persists.

appreciate any additional thoughts

xoff

[Rodney]

Ok, what's your Outlook version? This error indicates that the custom form was unable to find the Outlook View Control.

This form is designed to work with Outlook 2003. It's to much
trouble to keep it compatible with the older versions. Microsoft always make major changes between product versions, making it difficult to maintain a stable implementation.

Regards
Mattias

so that explains it. I'm in Outlook 2000 at work. Now I have a reason to push the Outlook upgrade at work; it is 2 months away the last time I checked.

in the meantime, is there a way to uninstall the project form?

Rodney

[Bollinger]

This worked. However, now when I add a new project, i get an error message: No project named: 'XXXXX' was found in Tasks folder. When I click OK, it still works fine; the project XXXXX is there in my project list and the project form opens fine.

Great work Mattias.
Donation to follow. :-)

Can you please specify how you add the new project? By using GTD Add-In etc.

The more details, the easier to debug.

Regarding unistallation, reverse the process of installation.

There is a button on Manage Forms in Options dialog named Uninstall.
Set Task folder properties back to use IPM.Task "when posting..."
Run DocMessageClass and get GTD-Template tasks back to IPM.Task


Regards
Mattias

[peter_g]

Mattias:

As per Rodney's post (above), I also get the warning about being unable to find any tasks associated with the name of a new project that I just created using the Outlook Add-In "Manage Projects" button.

Of course, if it's a new project, there likely wouldn't be any tasks anyway, so perhaps it's best to prevent this warning from appearing (if in fact it turns out to be a bug) when a project is initially created...

Regards,
Peter

[jhegener]

Still getting the 226 error even after creating the views as described in the .rtf file and on the site here.

Seems pretty straightforward... create the views w/ the correct names in the associated folders and the form will automatically find them. Can anyone think of a reason why the error is still popping up?

I can provide screenshots of the defined views, if needed.

If it's something simple I'm going to feel like a moron but eh, what else is new?

;)

[jhegener]

In the immortal words of Emily Litella: "Never mind!"

Had an extra space in one of the view names.

[jhegener]

Ok, different error now... Script error line no:212.

Haven't seen that one addressed yet in this thread.

Any ideas, Mattias?

[Bollinger]

Ok, different error now... Script error line no:212.

Haven't seen that one addressed yet in this thread.

Any ideas, Mattias?

Line 212 tries to load view: Active Tasks (GTD) - Custom.
Have you named it correct?

Regards
Mattias

[jhegener]

Line 212 tries to load view: Active Tasks (GTD) - Custom.
Have you named it correct?

Regards
Mattias

I was naming it correctly but both the custom task views were intermittently disappearing for some reason.

Finally created them to apply to my default task folder only (not all task folders) and they *seem* to be ok now. Wonder why they were disappearing though.

Oh well, thanks for the help!

[charles7a]

I was naming it correctly but both the custom task views were intermittently disappearing for some reason.
Finally created them to apply to my default task folder only (not all task folders) and they *seem* to be ok now. Wonder why they were disappearing though.

I have had my custom views disappear also. Not just tasks, but for messages also. I don't think it is all the fault of the custom project form. It is an Outlook issue. Do you connect to an Exchange server? I do, and I think that is where the fault lies.

[Remmelas]

I created a project the gtd way
Then, i filled in my next actions
then, i took the first NA and turned it into a task, since it was relatively a quick task, i also did the task, checked completed, and then hit save and close
which failed
Object doesn't support this property or method, "Application.showChooseNA"
and the debuger breaks at this code --> Application.showChooseNA objProjForm.Subject, objProjForm.UserProperties("GTDFutureNAList"), objProjForm.UserProperties("GTDMasterProject")

[Bollinger]

I created a project the gtd way
Then, i filled in my next actions
then, i took the first NA and turned it into a task, since it was relatively a quick task, i also did the task, checked completed, and then hit save and close
which failed
Object doesn't support this property or method, "Application.showChooseNA"
and the debuger breaks at this code --> Application.showChooseNA objProjForm.Subject, objProjForm.UserProperties("GTDFutureNAList"), objProjForm.UserProperties("GTDMasterProject")

Answer here:
http://www.davidco.com/forum/showpost.php?p=32499&postcount=70

Regards
Mattias

[Remmelas]

I'm a bit of a dink. was in a hurry due to the work day when i posted the issue, without reading the forum in it's entirety, re-messageclassed my tasks, works now.

[joeycan]

Once in awhile I get an error "To help prevent malicious code from running, one or more objects in this form were not loaded. For more information contact your administrator" Normally by restarting outlook this issue gets resolved.

I am running a standalone OL 2003, with GTD add-in, new form of course, as well I use Mind manager 6, and McAfee virus scan.

Any ideas on what might cause this error, this is a new project I created, use custom forms is checked in the add-in.

[charles7a]

When I create Next Action using the GTD toolbar (Delegate, Action, etcetera), it creates an IPM.Task (not an IPM.Task.GTD-Template) Next Action, even if it is associated to a project.

[Stanley Ng]

I wonder can this new custom project form be syncronized with any Palm application like KeySuite, etc..?

Do you use a new folder name under task format in personal folders? Like "Projects" ?

[Bollinger]

Once in awhile I get an error "To help prevent malicious code from running, one or more objects in this form were not loaded. For more information contact your administrator" Normally by restarting outlook this issue gets resolved.

I am running a standalone OL 2003, with GTD add-in, new form of course, as well I use Mind manager 6, and McAfee virus scan.

Any ideas on what might cause this error, this is a new project I created, use custom forms is checked in the add-in.

The form has not been installed properly. Have you installed the form as specified in the readme file?

Try re-installing the form.

Regards
Mattias

[Bollinger]

When I create Next Action using the GTD toolbar (Delegate, Action, etcetera), it creates an IPM.Task (not an IPM.Task.GTD-Template) Next Action, even if it is associated to a project.

Answer is here (first sentence) :
http://www.davidco.com/forum/showpost.php?p=32499&postcount=70

Regards
Mattias

[Bollinger]

I wonder can this new custom project form be syncronized with any Palm application like KeySuite, etc..?

Do you use a new folder name under task format in personal folders? Like "Projects" ?

The project form is synchronized as a regular task. Custom fields
on the form will not be synchronized by default.

Regards
Mattias

[charles7a]

Originally Posted by charles7a
When I create Next Action using the GTD toolbar (Delegate, Action, etcetera), it creates an IPM.Task (not an IPM.Task.GTD-Template) Next Action, even if it is associated to a project.

Answer is here (first sentence) :
http://www.davidco.com/forum/showpost.php?p=32499&postcount=70

Regards
Mattias
"Use Custom Form in Tasks Folder" is already checked.

[Bollinger]

Originally Posted by charles7a
When I create Next Action using the GTD toolbar (Delegate, Action, etcetera), it creates an IPM.Task (not an IPM.Task.GTD-Template) Next Action, even if it is associated to a project.

"Use Custom Form in Tasks Folder" is already checked.

Do you have "GTD-Template" set on Task folder property page "When posting to this folder use:"

Regards
Mattias

[charles7a]

Do you have "GTD-Template" set on Task folder property page "When posting to this folder use:"

Regards
Mattias
Yes. I have GTD-Template set on the "When posting to this folder use:"

[turbojones]

Hello Bollinger (Mattias),

I'm very interested in using your customization. Are you near a final release?

If not, I'd be willing to help in testing as well. I'm a SW Developer with over 20 years experience and have done many Outlook/Exchange customizations in the past.

I don't want to complicate anything however that would delay your release ;)

All best,
TurboJones

[Jogesh]

Super work Bollinger! Can't wait for the final release and you can add me to the list of people who will contribute via Paypal to your stupendous effort. I would like to ask your opinion on compatibility with Taskline. I am using your older form to manage projects and Taskline does not process Projects built on your custom form. I spoke to Taskline support who confirm that it is a now a known issue with them. However, taskline does process all the tasks relating to any project, so it does not really interfere with the day-to-day handling of tasks that get posted to the calendar by the software. This question is of low priority (the highest being the feedback from the dedicated beta testers on this thread and your work to get the final version available!). I just thought I'd post it for the benefit of users who may be facing the same issues. Thanks
Jogesh

[xoff]

. I would like to ask your opinion on compatibility with Taskline.


With taskline I was having an error noted in one of my earlie posts. Once I removed taskline the custom form works fine. I can live without taskline.

Xoff

[BigStory]

Before I get going on this great looking add-in, could someone tell me if it will work on Outlook 2000?

TIA,
Gordon

[Rodney]

Wanted to give you an update on my experience with this error.

Outlook 2003 installed at work a couple of weeks ago, so I thought I would be up and running in no time with the new form. The glitch I found was that they had set Security settings to High, and I couldn't change it; so I was still out of luck. I finally found a work-around, and have instructions for this below. So if you have to have High security on your Outlook settings, this will allow you to use the custom form:

The work around is to get a digital certificate for the application. I found out you can purchase these from various vendors, but the cheap way is to make your own. To do this, you use a program called selfcert.exe. This comes with Office 2003, but is not routinely installed; you can get it installed by using Add/Remove Programs in Control Panel; click on Change; then Add or Remove Features; then select "Choose advanced customization of features". Under Office Shared Features, click on "Digital Certificate for VBA Projects" and click on "Run from my computer". Then install and selfcert.exe will be installed in your C:\Program Files\Microsoft Office\Office 11 folder. Go there and run selfcert, and enter your name in the Your Name box, then click OK.

Now open Outlook, then click on Tools>>Macro>>Visual Basic Editor. Then click on Tools>>Digital Signature, then Choose and select the signature you just created. Finally, close Outlook and restart it (save changes if asked to do so). Now click on Always trust this signature and Enable Macros and you are all set.

Hope this helps anyone in the same boat.

Rodney

[charles7a]

Now when I click on a task that was categorized as Project I get a "Just-In-Time Debugging" tool, and then script error #227. I originally got #226 then created those view that you indicated in the post and the .rtf.

On one particular project I am getting the Script Error on Line No:227 too! I have the custom view named correct. It is just one project though... I have deleted the project and recreated it to no avail. The other projects work fine and even have appointments associated with them. This project HAD appointments associated with it, but I removed them to see if that would fix the issue, but it did not.

[peter_g]

One thing to check regarding errors with the form concerning single projects...check the project name. I've found that project titles with special characters (particulary apostrophes) don't seem to work. Tough for me as I do a lot of work with a Queen's University (ie. with an apostrophe in the title)...

Hope this helps,
Peter

[charles7a]

...project titles with special characters (particulary apostrophes) don't seem to work...
That was it. I removed the apostrophes and it worked! Thank you!

[JaFi]

Hi,

Has a final version of the updated Bollinger form been made available?

Thanks,
-jf

[jamecl]

For the life of me I cannot get this form to display. I've gone through the setup steps many many times. All I see is the original gtd form. Can anybody provide some help? I'm using outlook 2003.

[ksu_engr]

Hello all ... wanted to do a follow-up (had it in my tickler) to see if work was still progressing on this. I noticed that Mattias hasn't posted to this thread in almost 5 months - should the rest of us consider this dead? Or will the new form, with instructions, still be available? Thank you ...

[Bollinger]

Hello all ... wanted to do a follow-up (had it in my tickler) to see if work was still progressing on this. I noticed that Mattias hasn't posted to this thread in almost 5 months - should the rest of us consider this dead? Or will the new form, with instructions, still be available? Thank you ...

Hi all!

Sorry for keeping everyone of you waiting for version 2 of the custom project form. I never thought this form would cause so much attention.

The new form will be availible, but I can't tell when it's ready.
Again, I'm working full time with other things so development on the form is restricted to spare time.

This is what I've done lately:

- The Outlook form is now converted into a .NET-addin to simplify installation and to get rid of bugs that couldn't be resolved.

What's left:
- I'm currently working on a installation program for the new version.
- Final testing and packaging.

Regards
Mattias

[charles7a]

Mattias,

Do you want us to start alpha or beta testing your latest Custom Project Form?

Charles

[ksu_engr]

While Mattias is finishing up version 2 of the form, is it possible for someone to post the latest and greatest file again, along with instructions for the novice Outlook user? Looking back thru this thread, I am not quite clear where the latest is, nor what the best set of instructions are. Much appreciated,

Chris

[djblois]

Bollinger,

Any update on version 2?

Daniel

[babbott]

Beta testing the new form, but . . .

Sorry to be so simple, but I've tried and retried the entire procedure for updating the form. I'm in an Exchange environment, but the first form loaded without incedent.

Browsed the forums, but no clues there. Thoughts?

[ksu_engr]

Beta testing the new form, but . . .

Sorry to be so simple, but I've tried and retried the entire procedure for updating the form. I'm in an Exchange environment, but the first form loaded without incedent.

Browsed the forums, but no clues there. Thoughts?

I believe that what you are looking at is the old form. From what I can gather, the v2 of the form was emailed to the testers, and then lots of commentary/help has gone back and forth. That is why I have asked someone to post the latest version of the form, along with the instructions. I believe that Mattias is currently working v3 of this form, which will have a different installation methodology and various fixes to reported bugs in v2. I, too, am eagerly anticipating the v3 or v2 posting ...

Chris

[babbott]

Beta testing the new form, but . . .

Sorry to be so simple, but I've tried and retried the entire procedure for updating the form. I'm in an Exchange environment, but the first form loaded without incedent.

Browsed the forums, but no clues there. Thoughts?

Got it up and going. A case of misplaced form files I'm afraid.

Looks great. Can't wait for the final version.

[ksu_engr]

Hello Mattias and co.:

I had it in my tickler system to check in after a month from my last update request post to check on status. Any word on the newest .NET version of the form? Can anyone please post the latest version of the form, with instructions? I see the original posting way back, but don't see a newer set of files/instructions. If the new version is going to be a while before it is available, I (and others I know of) would appreciate the latest version. Thanks for the GREAT work!!!

Chris

[MCHANDLER]

I'm new to the GTD add-in and was exploring the forums to see if there was any helpful information pertaining to projects when I came across this thread. Most entries go back go to March-August 2005. Does anyone know if the initial post from Mattias back in March '05 contains the latest version and instructions? Thanks...

[Gadgetcoma]

If you're still accepting beta testers, I would love to help. I have a bit of experience with Office macros and a number of developers working for me whom I might be able to convince to help out - esp. if I can convert them to GTD! :)

Thanks.

- Leon

[MusicWorks]

Just bumping this thread. I'm sure Mattias is slammed but I did want to know if there is anything new on the horizon in re: to your form! Many thanks.

Paul Gilreath
MusicWorks Atlanta

[ksu_engr]

Mattias - any update info? There is still interest out there for this custom form.

[ksu_engr]

Last posting I saw on this from Mattias was from March of 2006. 10 months later, and I am wondering if this is dead? Would appreciate a posting of the latest version. Best wishes ...

Chris

[sep]

so....the update was never posted? any chance of getting the latest draft that was beta-tested?