Custom project form available

[Bollinger]

It looks like a really useful form - but any thoughts on how this could be used or modified to be used without GTD outlook add in?

Sure it can! There are a few things with this form that are specific
to the GTD-addin.

1. When creating new NA from the button "Create Next Action" custom
propery "Project" are used. This property is defined by the GTD-addin and
stores a reference to the assigned project.

2. A GTD-addin project is a regular task with the category-field set to "Projects". This handling is also specific in this form.

But after all, the GTD-addin is just a way to create tasks in Outlook (+ the GTD toolbar) so you can build your own GTD-addin pretty easy.

Regards
Mattias Sahlin

[joeycan]

Quick question to everyone who is using this awsome form.

I am trying to generate a project view of a master project for example project home, all sub home projects and associated next actions to these projects. I am assuming in order to do this that I need to add a field to the regular task form which allows me to associate the next action to a master project. This way I can do a view using a filter for master project=home, thus showing all projects and next actions. or is there a simpler way of doing this?

Cheers

Joey

[Shane Lindsay]

Thanks for the tips regarding using this form without the plugin. I have learnt a lot about outlook in the last hour. I think I have it working, and I share how for anyone who wants to give it a try - the only bit I am not clear about is how to implement master projects.

-Install the form as suggested.
-Create a new task, and set the category to Projects (case sensitive and no other categories). Close and save. You get a script error but ignore that.
-Open the task, and it loads using the special project form.
-You can use the form as normal. You can create tasks by clicking the next action button.
-Customise your task view, go the fields selection, choose "user defined fields in folder", and choose the field Project, and add to the fields list (you may need to do the following first - i created a new task form in design mode, brought up the control toolbox, chose to add a new field in one of the p.number pages, used the field name Project, and then published that form to the tasks folder. - or you might not to do this at all )
-You can then see all your tasks associated to the project that created them!

A second hack is to create Project types, i.e. Work, Personal - I did this by adding the metaproject name, (or subproject name) in the mileage field of your Project details, and then you can add this field to the view, customise its name (i.e. masterproject) and then you can group/sort by this field.

Its a little bit of work, but it seems to me a great solution to solve a problem using outlook (and not the plugin) to manage projects over time and their associated tasks. So great work in creating it.

[swarman]

First of all I want to say thanks to Mattias for all the great work on this form. I went one step further with the 'Convert to Next Action' button. I modified it so that an item of '@Home-Choose options from catalog' would create a task with a subject of 'Choose options from catalog' and a category of '@Home'. The logic parses the string for the '-' and sets the category with everything to the left and the subject with everything to the right of the '-'. Text that does not contain a '-' does nothing different from the current behavior. By setting the category automatically it allows you to group and sort by context.

I will gladly post the code change if Mattias is in agreement since it is his base work.

[Unregistered]

The conflict was with a task - not outlook folders - so its all fixed and the form works GREAT!!!

Ditto on the suggestions for enhancement requests

[Unregistered]

Thank you for creating this and sharing it with the community. This was a huge missing piece of the puzzle for me. The "history" function is fantastic.

Really, this has truly revitalized my system. Great work.

[Bollinger]

First of all I want to say thanks to Mattias for all the great work on this form. I went one step further with the 'Convert to Next Action' button. I modified it so that an item of '@Home-Choose options from catalog' would create a task with a subject of 'Choose options from catalog' and a category of '@Home'. The logic parses the string for the '-' and sets the category with everything to the left and the subject with everything to the right of the '-'. Text that does not contain a '-' does nothing different from the current behavior. By setting the category automatically it allows you to group and sort by context.

I will gladly post the code change if Mattias is in agreement since it is his base work.

Good work! Of course you are free to share this, but I have an idea. Mabye we could keep this form evolving in a structured way. If you send me your code I can merge it with my recent work on this form and then make it availible as a new download? PM me and I'll send my email adress.

I have a couple of new features added to this form already.

If anyone else would like to help make this even better, I'll be glad to take feature requests or code additions.

Regards
Mattias Sahlin

[swarman]

Mattias - I was wondering how you handle your SMB projects with the enhanced form. I would like to change the category from 'Projects', but that would take away the ability to do project planning with your custom form. Let me know what you do or what I am missing.

[atodedeus]

Hi there --

This is a great add-in, but I'm having some trouble creating a new view sorted by the master project. Here's what I'm trying to do:

1. I have a master project called "A" and sub-projects "B" and "C" which have "A" selected as their Master Project in the new GTD task

2. I have tasks that belong to the "B" and "C" project

3. I'd like to create a filter that only shows tasks which belong to the "A" master project, but sub-sorted by "B" and "C" -- is that possible? I'm trying to filter on the master project, but since it's a Yes/No field, I can't specify anything to filter on.

Does that make sense? Am I using the concept of "Master Project" incorrectly?

Thanks...

[swarman]

The text description of the Master Project field is the field 'GTDMasterProjectList'. So you would filter on that to get to only things that belong to 'A'. Then you can group or sort by B/C in your desired manner.