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Outlook Add In - Task Views?

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  • Outlook Add In - Task Views?

    Hi Folks,

    New GTD'er here and very much liking it so far.

    Decided to let Outlook with the GTD Add In be my digital method of implementing in the office. So far so good.

    My question relates to Task Views.

    I'm running Outlook 2000 and have manually installed the GTD Add In Task Views which are very cool. But I'd like to be able to view my tasks within that framework showing just the tasks that are current for today. If possible, I'd like to also be able to see the completed tasks still on the screen with a line or grayed out.

    The default view lists tasks that are "out there". I have several recurring tasks but with the whole idea of GTD being clearing your brain of the stuff you don't have to think of it's distracting to see those things I need to do next month there.

    I also like the "cheap win" of having a completed task stay in view with a line or grayed out.

    I'd dabbled with ACT! before changing to Outlook and this was the default view for ACT! Any thoughts?

    Much thanks.

    Joe

  • #2
    Joe:

    It is pretty straightforward to set up a view that shows only tasks due today or in the past, and keeps the completed ones on the screen with a line through them.

    When you mention "tasks that are current for today" what do you mean by this? It you mean "tasks whose due date is today or earlier" that can be done in outlook. If you mean "tasks that I choose to do today" then the best I can offer is that you mark those as priority "high" and create a filter that just displays them.

    Comment


    • #3
      Originally posted by kglade
      Joe:

      It is pretty straightforward to set up a view that shows only tasks due today or in the past, and keeps the completed ones on the screen with a line through them.

      When you mention "tasks that are current for today" what do you mean by this? It you mean "tasks whose due date is today or earlier" that can be done in outlook. If you mean "tasks that I choose to do today" then the best I can offer is that you mark those as priority "high" and create a filter that just displays them.
      Hi Ken,

      Thanks. What I mean by "tasks that are current for today" would be "tasks whose due date is today or earlier".

      Regarding the completed tasks issue, I'd like to be able to see the tasks that have been completed for that day. In other words, when I work on today (Tuesday), I'd like to be able at the end of the day to see what I've completed and checked (cheap wins... ) But on Wednesday, I don't need to see all of Tuesday's completed items.

      Can someone tell me in detail the process for making such tweaks? Thanks.

      I've manually installed the GTD views per the instructions and they work fine. (Currently using "Active Tasks By Action - GTD) Will I be just modifying the GTD view or does this require setting an entirely new view?

      Thanks.

      Joe

      Comment


      • #4
        View
        Current View
        Customize Current View
        Filter
        Advanced
        Due date / on or before / today
        Due date / does not exist (for undated items)
        OK
        OK

        Pam

        Comment


        • #5
          tweaking gtd task views

          Joe, I think you have to start a new view (Pam gave the exact steps)
          I don't think the GTD built in views are tweakable , I seem to recall trying to do that when it came out.

          I could be wrong ---try "modify current view " and see what happens.


          Paul

          Comment


          • #6
            I'd add a new view based on the Active Tasks by Action (GTD) view. This preserves the plain vanilla view in case something goes awry. I know this never happens in anyone else's world, but it has happened to me once or twice To show just the completed items from today I'd add to the filter

            Date Completed / today
            Date Completed / does not exist

            so that makes the step-by-step as

            View
            Current View
            Define Views
            Copy
            {Name it whatever you want}
            OK
            Filter
            Advanced
            Field
            All task fields
            Due Date / on or before / today
            Add to List
            Field
            All task fields
            Due Date / does not exist
            Add to List
            Field
            All task fields
            Date Completed / today
            Add to List
            Field
            All task fields
            Date Completed / does not exist
            Add to List
            OK
            OK
            Apply View


            Regards,
            Ken

            P.S. In my copy of the add-in I cannot modify the Filter unless I unckeck the box "edit these criteria directly..." on the SQL tab of the Filter dialog.

            Comment


            • #7
              Task Views

              Hi Folks,

              Thanks a TON. I guess my "dumminess" was apparent. Those step by step instructions were EXACTLY what I needed.

              I followed the steps above and now I'm showing the "current" tasks that have a due date of today or earlier (or no due date)

              But I'm still not able to see the tasks that are completed today.

              What do my filters need to be set for to show completed tasks for that day?

              Much thanks.

              Joe

              Comment


              • #8
                Joe: I am out of suggestions - I set up a view according to my steps with the Date Completed \ today and Date completed \ does not exist and when I mark a task as complete, it shows in the view as greyed out with a line through it. If you are not getting the same result, I am stumped.

                Did you follow my steps or Pam's? Pam's were good but did not really handle the completed items.

                Ken

                Comment


                • #9
                  Originally posted by kglade
                  Joe: I am out of suggestions - I set up a view according to my steps with the Date Completed \ today and Date completed \ does not exist and when I mark a task as complete, it shows in the view as greyed out with a line through it. If you are not getting the same result, I am stumped.

                  Did you follow my steps or Pam's? Pam's were good but did not really handle the completed items.

                  Ken
                  Hi Ken,

                  Thanks for info. I set it up per your instructions. Not really sure what the problem is. I'll keep playing with it. Thanks for the help.

                  Joe

                  Comment


                  • #10
                    Originally posted by kglade
                    Joe: I am out of suggestions - I set up a view according to my steps with the Date Completed \ today and Date completed \ does not exist and when I mark a task as complete, it shows in the view as greyed out with a line through it. If you are not getting the same result, I am stumped.

                    Did you follow my steps or Pam's? Pam's were good but did not really handle the completed items.

                    Ken
                    One more question for the Outlook pros. What exactly am I doing when I set the filter for "Date Completed \ today and Date completed \ does not exist " Thanks.

                    Joe

                    Comment


                    • #11
                      Figured it out

                      Thanks Folks,

                      Figured out why I wasn't able to see the completed tasks. When I created the new custom view, I copied the "Active Tasks by Action GTD" view. I added the filters as Ken and Pam suggested. But my Active Tasks by Action GTD view already had the filters of "complete does not exist and complete = no" to begin with.

                      I removed those 2 filters and added the new steps and now it works exactly as I wanted.

                      Thanks a ton for the help.

                      Joe

                      Comment


                      • #12
                        Outlook Filters

                        In an outlook filter the conditions for each field are combined by an AND however if there are two conditions that are for the same field the logical OR operator is applied thus:

                        Due Date on or before today
                        AND
                        Date Completed does not exist
                        OR
                        Date Completed is today

                        Comment


                        • #13
                          test

                          test

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