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  • Custom project form available

    Hi all!

    I've made my work on a custom project form for GTD available for download
    as an attachement to this message. (See post http://www.davidco.com/forum/showthread.php?t=3812 for details).

    Disclaimer:
    This is not a product of any kind, just an unsupported contribution to the forum of the custom form I'm using with GTD. Be careful when playing around with forms in Outlook so you don't loose any data.
    This form is used with Outlook 2003 and the compatibility with other Outlook versions is unknown. I advise you to backup your existing data before use. Use it at your own risk.


    Installation:
    1. Unzip GTD-Template.fdm from attachment
    2. Go to "Tools/Options/Other/Advanced options/Custom Forms"
    3. Make sure "Personal Forms" is choosen in the upper right textbox
    4. Choose "Install" and point to the extracted GTD-Template.fdm file
    5. Change the default "Task folder" property "When posting to this folder, use:" to the newly installed form. ("Forms../Personal Forms Library")
    6. Mark "Use custom form in Task folder" under "Other settings" in GTD-properties ("Tools/Options/Getting things done")
    7. Now hopefully when creating new projects from the GTD-addin should result in using the new form.
    8. If you want to choose "Master project" in the new form, register a new GTD-project for each master project with prefix "$MP:". ex "$MP:Home" adds
    a entry to the list named "Home". Master projects can be filtered out from
    project views in outlook just by adding a filter "Subject + doesn't contain + $MP:"

    Converting existing projects (again, be careful...):
    Exisiting GTD-projects must be converted to use the new form insted of the stadard Task-form. This can be done with programs changing the messageclass of Outlook items, for example DocMessageClass.

    Be careful not changing the whole Task-folder to the new message class. This would force all existing NA-items to use the form and that is not the intention. Just the GTD project tasks should be converted

    Instead move all GTD-projects to a newly created task folder and change the messageclass of that folder from "IPM.Task" to "IPM.Task.GTD-Template". Then move the projects back to the original folder.

    There might be a problem converting "start dates"/"due dates"/"reminder dates" to the new form so write it down before converting existing projects and register them again after conversion.

    Outlook views can be customized to include sorting/filtering on the custom fields in the new form. In "Field Chooser" select "User-defined fields in folder" and include any of the items starting with "GTD" in the view.

    Voila, now everything should work as expected (hopefully).

    If anybody has problems, I'll try to be as helpful as I can.

    Regards
    Mattias
    Attached Files
    Last edited by Bollinger; 03-21-2005, 11:05 AM.

  • #2
    Problem installing new custom form

    Dear Mattias,

    I was thrilled when I saw your project form the othe day in the discussion forum. This seemed to be what so many of us have been looking for for quite some time - and which would strongly add to the functionality of the Add-In.

    Thank you very much for sharing: I'm quite sure you must have invested a considerable amount of work in the design. It is therefore with some reluctance I come forward with my problem: I tried your excellent step-by-step instruction, but I still get the regular task-form when I select New Task!

    The task form shows Untitled - GTD Template at the top and contain the regular GTD Add-In menu bar.

    When selection Actions/New GTD-Template from the Outlook menu, I get the same form. I've checked that GTD-Template is selected when I look up in "Properties/General/When posting to this folder". Also that I have checked "Using custom form" under the GTD settings.

    Any help/pointers or experience others have had to in how to make the form work, would be very much welcome (I easily admit that I do not have any expertise in using Outlook forms).

    kind regards,
    Ole

    Comment


    • #3
      Hi Ole!

      You are doing everything right! The form should work as described in your post.

      Because this form only applies to GTD-projects and not regular NA and regular tasks the customized form will not appear until you create a project using the GTD addin's "Manage projects" button ("Tools/Options/Getting Things Done").

      It seems like the GTD addin is doing some hidden operations when creating a project using the "Manage projects" wich I could not repeat in my form.

      Therefore you'll have to create a project "the old way," via the GTD addin, and then open the newly created project. Then the custom form should appear!

      Regards
      Mattias

      Comment


      • #4
        Installed fine, working great so far

        I have converted my projects all over to the new form, and I plan on using this for 21 days to judge the form. So far it looks great and seems to perform well.


        Thanks!

        Roger Wichmann

        Comment


        • #5
          Form working fine!

          Hi Mattias,

          thanks for the comment. Got it now: the form works fine. I have now converted my old projects using the new form and feel I have a much better overview of my projects.

          Thanks,

          Ole

          Comment


          • #6
            Mattias,

            So far I am very impressed with this form and basically will allow my implementation for GTD to improve even further and I am looking forward to the task forms.

            Thanks for sharing this great tool.


            Regards,

            Joey

            Comment


            • #7
              GTD - NO Other Settings

              Hi Mattias

              would love to implement your custom form. However trying to open the GTD-Other Settings I receive an error that it failed. The Details of the error are:

              PropPage.cmdOtherSettings_Click <Line276>
              Failed to update Settings
              13 (D)

              GTDCOntrols
              Type mismatch

              Unfortunately creating a new profile will not do the trick as it just happened that I recreated a new profile as we changed our servers.

              I'm running concurrently FranklinCovey PlanPlus.

              Any help much appreciated.

              EnjoyLife&ShareIt,

              Marcus

              Comment


              • #8
                Thanks Mattias, for sharing your custom form with the rest of us. It's working great

                Comment


                • #9
                  Originally posted by MarcusSommer
                  Hi Mattias

                  would love to implement your custom form. However trying to open the GTD-Other Settings I receive an error that it failed. The Details of the error are:

                  PropPage.cmdOtherSettings_Click <Line276>
                  Failed to update Settings
                  13 (D)

                  GTDCOntrols
                  Type mismatch

                  Unfortunately creating a new profile will not do the trick as it just happened that I recreated a new profile as we changed our servers.

                  I'm running concurrently FranklinCovey PlanPlus.

                  Any help much appreciated.

                  EnjoyLife&ShareIt,

                  Marcus
                  Hi Marcus!

                  Your error is caused by the GTD-addin and not by the custom form.
                  When you access the "Other Settings" only code from the addin is executed.

                  Have you tried to reinstall the GTD-addin?

                  Regards
                  Mattias

                  Comment


                  • #10
                    GTD is re-installed

                    Hi Mattias

                    gosh, I should be old enough to have thought of that
                    I re-installed it and voila, here it was, the Other Settings dialog.

                    Your form seems to work fine now, following your instructions on how to create a project.

                    Now I am going to convert the old projects.
                    Thank you very MUCH!

                    EnjoyLife&ShareIt,

                    Marcus

                    Comment


                    • #11
                      How do you use new fields?

                      The form looks great!

                      How are you utilizing the Project/Goal drop down, the Master Projects, and Dependent Project lists?

                      Bill

                      Comment


                      • #12
                        Script error

                        Hi Mattias

                        This looks SOOOOOO great - I'm getting a 'script error' as below

                        If objItem.Categories = "Projects" Then
                        If objItem.Complete = False Then
                        If Mid(objItem.Subject, 1, 3) <> "$MP" Then
                        linkProject.AddItem objItem.Subject
                        End If
                        End If
                        End If
                        Next

                        linkProject.AddItem "",0

                        End Function

                        What am I doing wrong - this looks like exactly what I need.

                        Any help very very much appreciated. Fiona

                        Comment


                        • #13
                          bhiggs:
                          The project/goal list is just a possibility to specify a goal rather then a project. I've followed the discussion regarding the difference of goals and projects there are many different opinions so I'd thought it would be nice to make it a personal decision to use it or not.
                          Master Projects is an option to group your projects instead of just having av long list of projects with no furher grouping. It gives you a greater overview of your projects.
                          You can utilize the Outlook views, meaning that you for example, could define a Outlook view named "Active Projects at Home" and just filter out all projects that have "Home" as a master project.
                          Dependent projects is a possibility to mark a relationship between two projects. Say you going to buy a new house and have a project for this. You'll certainly also have a project for selling your old house.
                          If project "Buy new house" should come to a successful outcome (or at least give you money to pay the house ), "Sell old house" must be achieved. So "Buy new house" is dependent of "Sell old house".


                          Fiona:
                          The code you are referring to is used to fill the list with "Dependent Project", i.e. all projects that are not complete or a master project.

                          Could you provide me with a few more details about this error? I guess you're getting the error when the form opens? Have you defined any GTD projects? Is your "Dependent Project" list empty after you get this error?


                          Regards
                          Mattias Sahlin

                          Comment


                          • #14
                            Open form error

                            Hi Mattias

                            Yes, I get this error when I open this form - It says 'an exception run time error has occured in script - if I choose NOT to debug it will open the new project form - but 'Projects' is in the 'Actions' field on the form - then the error says 'one or more items in the folder you were trying to synchronise does not match - delete the conflict etc...

                            I have defined GTD projects and get this error on trying to open them - the dependent project list is blank - but I have defined some major projects.

                            Regards, Fiona

                            Comment


                            • #15
                              Open form error

                              on looking further into this - the master project drop down is blank and the dependent project list is on filled with projects I have created since installing the new form - I have not change the old class of all my old projects yet

                              Comment

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