Re: [MLO] Question on using MLO as a general outline with tasks incorporated

[M. Leigh Bender]

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.ortme...@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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[MLO] Question on using MLO as a general outline with tasks incorporated

[cliff.o...@gmail.com]

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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