Quote:
Originally Posted by TJH
In additional to the usual todo's we would like to use it to track the internal sales cycle process in our company and would like to be able to assign and sort actions and projects with 11 additional status conditions - quoted, waiting on approval, approved needs delegation, etc...
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Doesn't each one of those states imply that you're working on a different low-level action for your task, which perhaps requires its own context? Rather than having one action with an always changing state, it seems like you might want to structure each sales project something like this:
- Send quote to [client] @email
- Wait for approval from [client] @waiting
- …
Does that make sense?
If each of these client projects follows the same formula, you might want to make it easier to pre-populate all the phases by creating a template project and using that to create new projects.
We're planning to offer richer support for templates at some point, but you can create your own templates right now by creating a Templates folder, setting its status to Dropped, and creating template projects inside that folder. When you want to use a template, you can copy it from that folder and paste it wherever you want it. (You can also duplicate and place it all at once by Option-Dragging the template onto your project sidebar).
Or, if you want to get a little more fancy (with automatic replacement of placeholders, automatic adjustment of dates, etc.), you might try Curt Clifton's great
Populate Template Placeholders script.