Quote:
Originally Posted by jbursztyn
My question is simple: can anyone help me on how to manage delegation and followup with OF? can anyone share their methodology? I would like to know details, for example,
what you use each field for, start date, due date, and review date,
what contexts do you use and how you set up filters.
Also how you differentiate followup from waiting for something from that person.
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2- I need to be able to have a clean and uncluttered list of tasks. (no future followups showing)
3- with some sort of filter, I need to be able to see what I have assigned to a person even though the followup date is in the future.
4- with a filter I need to be able to see things I need to followup on tomorrow, next week, today, and overdue.
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Since no-one else answered, I will share a few things. Unfortunately, I don't delegate much, so I don't treat delegation any differently from waiting for.
Work in context view to manipulate the actions; in planning view, the view bar settings work at the project level, not the action level. First, set the followup date. If you want to limit your followup date to one day, put the same date in both start date and due date. If it is a longer time range, put the earliest date in start date and the latest date in due date.
To get a clean and uncluttered list of actions with no future followups showing, put a start date in the future for the actions to be hidden and set the filter to available. Anything with a future start date will be hidden when the filter is set to available.
To see what you have assigned to a person even though the followup date (start date) is in the future, change the filter to remaining. Anything not completed will show up when the filter is set to remaining.
To see things you need to followup on tomorrow, next week, today, and overdue, set the view bar to *group* by due date, *sort* by due date, *filter* by either available to hide actions with future start dates OR remaining to see everything not completed, *filter* by any time, and *filter* by all regardless of the flag setting. The date you put in the due date field determines what group the action is in. You can group by start date instead if you prefer. Also, you might want to try sorting by something else. You will still get the groupings you want (tomorrow, next week, today, overdue, etc.) but the order of the actions within each group will change.
As for what contexts to use, you could create a context called "agendas" with sub-contexts for each person. What you see in the outline in context view is limited to the context(s) you select in the sidebar. If you want to see the actions for just one person, select that person's context. If you want to see the actions for all of the people, select agendas. If you want to see something in between, you can Cmd-select multiple non-adjacent contexts at the same time.
I don't use the review feature, but if you search the forum for "review", you will probably find several threads on topic. I do know you have to be in planning view to use the review date. You cannot filter by review date, but you can group and sort by it. And there is a toolbar button to mark items reviewed, which sets a new review date in the future at the interval you set.
I hope that helps. Maybe someone who has the same work structure that you do will refine my comments.