[tragicallyhip@]

My apologies if this has been covered or is really obvious and I'm just missing it.

I want to tag certain projects as proposals so that I can easily see a list of proposals that I either need to write, modify, pursue, etc. I have been simply creating tasks such as "Write proposal for OmniGroup" but some of my proposals actually have several sub-tasks, and they eventually become projects anyway (when I win the business!), so I want to create a project for each proposal.

Still, I need an easy way to view just a list of all the proposals I'm chasing. So I want to create a custom project filter. Is this doable?

If not, I can use the existing Pending filter that shows on the Project Filter drop-down, but this appears to be an automatic setting based on task dates that don't start until sometime in the future. Well, at least I can't find a way to change this setting: project status only gives me active, on hold, completed and dropped, while the filter also offers pending and stalled as well.

Can anyone suggest how to handle this? Thanks!

[Toadling]

Could you group all your proposals in a separate folder? Then you could create a custom perspective focused just on that folder.

-Dennis

[tragicallyhip@]

I suppose that would work, but I like seeing things by client in a folder hierarchy. I suppose I could create it as a project inside a proposals folder, then move the project to the client folder once accepted. I'll give this a try. Thanks for the suggestion.

[whpalmer4]

You could approach this in a different fashion by having some unique string you put in the notes (or name, I suppose) of such projects. Then set up a perspective that does a search for that string.