WORKED!!!!!
Thanks so much Dwight!!!!

Best
Jon

On Thursday, February 6, 2014 9:47:44 AM UTC-5, FischerPhoto wrote:
>
> WOW!!! Thanks so much Dwight!!!
> I'll give it a go and let you know if I come up with any snags. It might 
> take a few days.
> Thanks so much!!
>
> Jon
>
> On Wednesday, February 5, 2014 2:14:32 PM UTC-5, Dwight Arthur wrote:
>>
>> OK, I think I have this. It uses a technique that I call "sliding 
>> schedules." - I use them when I want to be able to do a chore late without 
>> having to try to catch up afterwards. When one task is late the following 
>> tasks are all automatically pushed back. It looks like the same technique 
>> could be used if you finish a task early, to push up all of the subsequent 
>> tasks.
>>
>> There are a lot of steps because I'm writing this so it could be followed 
>> by people who are at different levels of MLO expertise.
>>
>> 1. Jon, if I understand correctly, you set up another set of these tasks 
>> whenever you engage with a new client. So I would suggest setting this up 
>> in a hidden branch called "templates" and then using "new from template" 
>> for each new client.
>>
>> 2. Create a parent task, with subtasks representing all of the tasks you 
>> will need to complete.
>>
>> 3. Make sure all of the subtasks have "inherit parent dates" set.
>>
>> 4. Give the parent task start and end dates that represent the duration 
>> (time to complete) for each of your tasks.
>>
>> 5. Be sure that "complete tasks in order" is set for the parent.
>>
>> 6. In the task attributes of the parent, click "recurrence:none" to bring 
>> up the task recurrence window
>>
>> 7. Set the recurrence pattern to "daily" and select "regenerate new task 
>> ___ days after each task is completed." Fill in the blank with the number 
>> of days you want to have to complete each step (14 for two weeks)
>>
>> 8. Set Start Date for when you want the first task to start, and Due Date 
>> for the date you want it to be done, in this case two weeks later. Check 
>> lead time to ensure that the interval came out to what you wanted.
>>
>> 9 Leave "End Occurrences" set to "No end date." - if you want this set of 
>> instructions to self destruct after a single use you can select "end after" 
>> but be sure that the number you type in is equal to the total number of 
>> subtasks.
>>
>> 10. Click the "advanced Options" button to bring up the Task Recurrence 
>> Advanced Options window.
>>
>> 11. If you are going to use this set of instructions just once, select 
>> "disable automatic reset" - if you will use them multiple times select 
>> "Reset all subtasks to uncompleted, if all subtasks are completed."
>>
>> 12. Complete "automatically recur when any subtask is complete."
>>
>> 13. Not necessary but I'd recommend checking the box by "do not create a 
>> completed copy . . ."
>>
>> All done. Click "OK" on any menu or options windows still open. If you 
>> look at the All Tasks view you will see all of the tasks laid out. On any 
>> sort of Active Actions view you will see only the one you are supposed to 
>> be working on right now. If you check completion on the current task, it 
>> will vanish and will be replaced by the next task, which will have a start 
>> date of today and a due date in two weeks. Depending on the options you 
>> used, when you finish the last task you may have to mark the parent 
>> complete or even delete it, or you might find that the first task has 
>> reappeared as active starting today.
>>
>> Special note: if your subtasks are not all the same duration, make sure 
>> that the duration of the parent is equal to the duration of the longest 
>> subtask. For any task that gets less time, turn off "inherit parent dates", 
>> set the start date equal to whatever the start date of the parent is at 
>> that moment, and set the due date equal to the start date plus the desired 
>> interval. (If the subtask should take one day, set the due date for one day 
>> after whatever the start date is) 
>>
>> good luck, tell me if it works.
>> -Dwight
>>
>> On Wednesday, February 5, 2014 12:10:18 AM UTC-5, FischerPhoto wrote:
>>
>>> Thanks so much for the responses mark and dwight! 
>>> Dwight, if "time to complete the task" and "duration of each task" are 
>>> the same thing than yes, each will be equal. I'd actually like to change 
>>> that to 2 weeks rather than 7 days. 
>>> thanks so much!!!
>>>
>>> Jon
>>>
>>>>
>>>>>  

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