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

[westpointusma via MyLifeOrganized]

There’s a lot of ways to skin this beast!

 

With the caveat that I haven’t put much thought into it, my first thought would 
be to use flags, and sort the flags by the order you care about them.  The 
flags might say “Weekly Emails”, “Online banners”, and at the bottom of the 
flags list the ones that require no action.

 

I do exactly this, and when I see a task turn yellow or red (overdue) I jump to 
it and process it, because I want everything to be on time.  If I see multiple 
yellow/reds, the flags at the top get my attention first.

 

 

 

Michael Emerald, CFA

Sturbridge, MA

 

From: mylifeorganized@googlegroups.com  On 
Behalf Of M. Leigh Bender
Sent: August 23, 2022 14:05
To: mylifeorganized@googlegroups.com
Subject: Re: [MLO] Question on using MLO as a general outline with tasks 
incorporated

 

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 
<mailto:cliff.o...@gmail.com>  mailto: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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Leigh

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

[Stéph]

I do almost exactly the same as Leigh, with 'area of life' as the top level 
in my hierarchy and roles / goals as the second level***.  You can think of 
folders as "items without a checkbox" or "note items", because there isn't 
anything special to make them into folders, just the removal of the 
completion checkbox. In fact, if it helps you to think of them as notes 
rather than folders, you can always change their icon on the desktop 
version of MLO.

***The only difference between what I do and what Leigh does is that I set 
the areas of life as tasks rather than folders - That's just so that the 
advanced filter parameter "TopLevelFolderName" can be used to refer to the 
roles in the second level of my hierarchy, rather than coming up with the 
same result as the "TopLevelParentName" filter.

All the best,
Stéphane
On Wednesday, 24 August 2022 at 20:20:39 UTC+1 michael@gmail.com wrote:

>  Cliff,
>
> You could make them tasks vs folders, however they would show up in your 
> filtered Action lists when you create them. I use folders for all large 
> organizational areas of my outline.  Under each folder I have projects and 
> tasks.
> [image: MLO.png]
>
> On Wed, Aug 24, 2022 at 8:59 AM Cliff Ortmeyer  
> wrote:
>
>> 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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 Groups "MyLifeOrganized" group.
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 .

>>>
>>>
>>> -- 
>>> Respectfully,
>>>
>>> Leigh
>>>
>> -- 
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>>
> To view this discussion on the web visit 
>> https://groups.google.com/d/msgid/mylifeorganized/5d891a99-545e-4dc0-9456-e2d78a4dcc67n%40googlegroups.com
>>  
>> 
>> .
>>
>
>
> -- 
> Respectfully,
>
> Leigh
>

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

[Cliff Ortmeyer]

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  
> 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.
>>
>> -- 
>> 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 mylifeorganiz...@googlegroups.com.
>> To view this discussion on the web visit 
>> https://groups.google.com/d/msgid/mylifeorganized/733f8fa5-ed6e-4913-b6b2-7b6e75796daen%40googlegroups.com
>>  
>> 
>> .
>>
>
>
> -- 
> Respectfully,
>
> Leigh
>

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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.
>
> --
> 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 view this discussion on the web visit
> https://groups.google.com/d/msgid/mylifeorganized/733f8fa5-ed6e-4913-b6b2-7b6e75796daen%40googlegroups.com
> 
> .
>


-- 
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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