Thanks Leigh

So the only way would be to have all the items of the outline be folders 
except for items that need to be actioned with would be formatted as a 
task/ project etc?

Thanks


On Tuesday, August 23, 2022 at 1:05:11 PM UTC-5 michael....@gmail.com wrote:

> Hi Cliff,
>
> You could do this. Since most (all?) of these aren't actionable in and of 
> themselves, you could create them as folders. You would still see the whole 
> outline that way. You could then add specific tasks you want to complete 
> under the respective folder such as "Write weekly marketing email" under 
> the "weekly emails" folder under the "Digital" folder.
>
> Hope this helps.
>
> Leigh
>
>
> On Tue, Aug 23, 2022 at 7:19 AM cliff.o...@gmail.com <cliff.o...@gmail.com> 
> wrote:
>
>> Hi All
>>
>> General best use case question- 
>> I would like to use MLO to keep track of a yearly plan that includes 
>> ongoing activities that require no action as well as activities that need 
>> to be managed - for instance:
>>
>> (This is the full view showing the full quarterly plan with Digital and 
>> Call Campaigns as headings)
>> Marketing Plan Outline
>> -Digital
>> ---weekly emails
>> ---online banners
>> ---drip campaign (This is a task that needs to be completed)
>> -Call campaigns
>> ---standard call campaign
>> ---custom call campaign (this is a task that needs to be completed)
>>
>> (this would be the view of only list items that need actions - still in 
>> same outline view)
>> Marketing Plan Outline
>> -Digital
>> ---drip campaign (This is a task that needs to be completed)
>> -Call campaigns
>> ---custom call campaign (this is a task that needs to be completed)
>>
>> In this way I have a full view of my quarterly plan as well as a view 
>> that only shows actions that are needed to be done - still showing in the 
>> outline format   
>>
>> I just want to be able to see the whole plan at a view and then remove 
>> the full plan and only see the activities that need actioned - still in the 
>> same outline format.  Hope that makes sense.  Thanks for any advise from 
>> anyone that does this as well.
>>
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>
>
> -- 
> Respectfully,
>
> Leigh
>

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