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andy54321 2010-02-04 12:55 PM

Travel checklist: How do I create a template that doesn't repeat regularly?
I find myself creating the same list of things I need to do before I travel over and over again. Is there a way to set it up once and pull it up every time I'm getting ready for a trip? It's not something I do every week/month, etc.

whpalmer4 2010-02-04 01:21 PM

Make a copy of the checklist and put it on hold. When you need it, select it, duplicate it with Edit->Duplicate and set it to be active.

For a more advanced version, check out Curt Clifton's Populate Template Placeholders script which will let you specify arguments to fill in the blanks. [url][/url]

andy54321 2010-02-04 04:30 PM

Cool, thanks!

kasi 2010-02-06 05:33 PM

As a regular user of the templates, I can't stress it enough that the placeholder system would be great to integrate this directly into OF. Having the lists on hold in a folder on hold is ok, but not really clean. It gets in the way in some perspectives.

Btw. below I list a just recently released book on the topic of checklists. I can really recommend it:

Atul Gawande, "The Checklist Manifesto: How to Get Things Right". Metropolitan Books, 2009.

whpalmer4 2010-02-06 06:20 PM

What I do (idea stolen shamelessly from Curt) is keep the templates in a folder which is dropped. I have a separate perspective which only shows the contents of that folder in a new, minimally sized window for when I want to use one.

kasi 2010-02-07 04:33 AM

Doesn't a dropped folder get archived? Will a dropped folder with an active project in it also get archived?

whpalmer4 2010-02-07 05:38 AM

I don't use the automatic archiving function, preferring to archive by hand. However, a quick experiment on the default database suggests that a dropped folder with otherwise active projects in it doesn't get archived. It may even be that dropped folders don't get archived at all; I didn't test the more general case. If I'm wrong and it gets archived, you can simply open the archive and drag the folder back to your main database. I don't know how often you archive, but you could also just mark the folder as active before archiving.

Toadling 2010-02-07 06:22 AM

I've kept my Templates folder dropped for years now and the automatic archive feature has never moved it, so I think the answer to the question is a definite no.

Having said that, however, I would like to learn more about the rules used to decide if something is eligible for automatic archiving. I have a couple folders marked as dropped with all of their enclosed items also marked as dropped, and they don't seen to be getting auto-archived either.

I haven't carefully examined the behavior, though, so it could be I've modified something in there recently which prevented an auto-archiving of the entire folder structure. And if I know they're ready for archival, I often just move them manually.

If anyone knows more about how OF decides if something should be auto-archived, I'm all ears.


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