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-   -   Perspective with Due, Flagged, and No Date? (http://forums.omnigroup.com/showthread.php?t=26844)

Gort 2012-11-10 08:24 PM

Perspective with Due, Flagged, and No Date?
 
Hi. I have come back to OF, but I am struggling a bit with recipes for Perspectives (it is hardly intuitive).

Is there a recipe that will show all actions that are Due (or Due Soon), Flagged [U]and[/U] have No Date -- all three? I see the "Due or Flagged" status filter, but I can't see a way to add tasks that have No Date to the view.

Thanks much.

wilsonng 2012-11-11 02:55 AM

Maybe you're looking for something that's just flagged only? Set the status filter to Flagged only. This should you any items that are flagged. Switch to Planning mode (Command-1). Then change Grouping filter to "Due" and Status filter to "Flagged".

Then you can collapse the subsections for "Due within the last...." (year, 3 months, month, week, etc.). At the end you can expand or show "No Due Date".

This should show all flagged items that have no due date.

Then you can select from the menu bar:

Perspectives > Save Window As... > New Perspective


Then you can optionally add it to your toolbar by control-clicking on the toolbar, Customize and then drag and drop your new perspective to the toolbar at the top of the window.

Gort 2012-11-11 03:53 AM

Hi, and thanks for the reply.

I think that's the second step in what I am trying to do. Maybe I have the wrong workflow in mind, but here's what I am trying to develop Perspectives to support.

I come into the office in the morning. I click a Perspective called "Business Available," which is focused on my Business folder and then displays all of the tasks that I might possibly want to work on that day. I would go through that list and flag things I want to get done that day, and when I'm done with this little daily mini-review, I would switch to a second Perspective called "Business Flagged," which would be all tasks in my Business folder that are flagged, and that becomes my to do list for that day.

I just can't figure out how to set up the "Business Available" Perspective to show all of the tasks I might possibly want to consider for that day. I think there are two ways to define it:

Idea One: display:
* all Flagged
* all Due Soon
* all tasks with no Due Date

Idea Two: display
* all tasks, regardless of flag or due date, expect for any task that has a start date in the future

I think (but am not sure) that either gets me what I want, or maybe I'm missing something, either in terms of defining a Perspective or my workflow.

Appreciate any suggestions. Thanks much.


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