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 >>> >>>> >>>>> -- You received this message because you are subscribed to the Google Groups "MyLifeOrganized" group. To unsubscribe from this group and stop receiving emails from it, send an email to mylifeorganized+unsubscr...@googlegroups.com. To post to this group, send email to mylifeorganized@googlegroups.com. Visit this group at http://groups.google.com/group/mylifeorganized. To view this discussion on the web visit https://groups.google.com/d/msgid/mylifeorganized/63a40160-67c7-41ee-8776-cade6eb038a8%40googlegroups.com. For more options, visit https://groups.google.com/groups/opt_out.