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.
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Travel checklist: How do I create a template that doesn't repeat regularly? | Thread Tools | Search this Thread | Display Modes |
Member
2010-02-04, 12:55 PM
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.
Post 1
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Member
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. http://www.rose-hulman.edu/~clifton/software.html
Post 2
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Member
2010-02-04, 04:30 PM
Cool, thanks!
Post 3
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Member
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.
Post 4
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Member
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.
Post 5
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Member
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?
Post 6
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Member
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.
Post 7
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Member
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. -Dennis
Post 8
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