At one point I think I may have solved that issue by having the template task recur once, in your example, two weeks after the task is completed . By completing the task after creating it from the template , the lone recurrence would be updated appropriately . It's been a while so I don't remember the details. On Mar 19, 2014 11:49 AM, "FischerPhoto" <jonfischerph...@gmail.com> wrote:
> Hi again > Am I to assume that wen I create a "new task from template" from this > template that I will need to change the duration of the parent task to > reflect 2 weeks from that time that i am creating that new task? If so, is > there anything else I will need to do besides renaming it? > I'm also assuming that it can't be made to happen automatically to enter > today's date from the time I am creating it , correct? > > Thanks! > Jon > > On Wednesday, March 19, 2014 9:18:06 AM UTC-4, FischerPhoto wrote: >> >> Gotcha Dwight. Makes a lot of sense. And again thanks so much for that in >> depth step by step instructions on how to solve that problem. And for >> taking the time to figure it out. I'm surprised that I was actually able >> to follow it and make it work. Glad that is now available for anyone to use. >> >> Best >> Jon >> >> On Tuesday, March 18, 2014 3:03:28 PM UTC-4, Dwight Arthur wrote: >>> >>> Hi, Jon. Flattering offer but no thanks. Please go ahead and post >>> whatever you want to know on the forum. If I think I have expertise and I >>> find it interesting I will answer., when I get around to it. >>> >>> Private phone convo would have a few problems: >>> I'm less comfortable on the phone >>> I like to test my answer before publishing it >>> I want to spend time on this kind of thing when it's convenient for me. >>> If I figure out something useful I want to document it where everyone >>> can see it. >>> >>> If you have not asked Lisa you should. She knows a lot and might be >>> interested. >>> -Dwight >>> -Dwight >>> Mlo betazoid on Android sgn2 >>> >>> On Mar 18, 2014, FischerPhoto <jonfisc...@gmail.com> wrote: >>>> >>>> Dwight, I don't know if you'll get this but do you have any interest in >>>> having a phone call with me about this? There are way's that I would love >>>> to tweak my whole system to make it work for me. And I think you have the >>>> answers and I think I need a bit (understatement) of handholding. Maybe I >>>> can pay you for your for your time. I'd be happy to .. Thoughts? >>>> Thanks! >>>> >>>> Jon >>>> jonfischerphoto.com >>>> >>>> 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 ta sk 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/1107a440-3c1c-4475-920c-34c29dce9d67%40googlegroups.com<https://groups.google.com/d/msgid/mylifeorganized/1107a440-3c1c-4475-920c-34c29dce9d67%40googlegroups.com?utm_medium=email&utm_source=footer> > . > For more options, visit https://groups.google.com/d/optout. > -- You received this message because you are subscribed to the Google Groups "MyLifeOrganized" group. 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