Palm applications that can filter out postdated tasks /to dos

I

Ivy

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Wow! What a great thread on Bonsai. My use is more like he started with, but not quite. It's such a flexible tool.

I hadn't used the Parent of NA feature yet, although I was aware of it, because a lot of my projects have a muddle of NAs that don't have one obvious order. But some now do and I think I'll give it a try.
 

andersons

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tominperu said:
You are really selling Life Balance hard here!

In Outlook, I've got used to being able to see all my Tasks together but grouped together in Categories/Contexts. Having to click from context to context to see all the tasks I find really annoying athough I do it happily on the Palm because obviously the screen is smaller. It sounds petty but its the way Im used to working. I can then decide what I want to do that day or morning or whatever and mark them as high priority. Then I can then filter out all but these priority items and then print these out for the day. It's just a great thing to be able to do and I'll probably miss that with Life Balance. (I often go into central Lima and don't want to carry a Palm as I'd just be asking to be robbed)
I'm not trying to sell Life Balance hard; it has its drawbacks. But it does what you initially asked for on this thread, elegantly, and it is easier to use than one might initially think.

If I understand correctly, you like to see a list of ALL your Tasks (NAs), sorted by context. Now, while this is outside the use of contexts as presented in GTD, :) I like your comprehensive list also. I don't think it's "petty" at all.

I do something similar with Life Balance most mornings. In LB, contexts ("places") can include other places. A built-in context "All Places" will show you a comprehensive list of every (non-post-dated) leaf in the outline, i.e., NA. However, I have made a more customized context called "!All Actions" that includes all the action places @Home, @Errands, @Computer, @Office, etc. That gives me the comprehensive list similar to the one you describe.

However, my list is sorted by priority, not by context. But I find this is preferable. I don't have to figure out the priority of everything myself. Most mornings, I look at this list of everything I have to do, from approximately most important to least important. Generally, the first 10 items on the list (1 screen on my little Clie) are the high-priority tasks I want to get done today. I can scroll down the list, and as each task is selected, its context appears to the right in the task's properties pane. So I have that information too.

The trick is to get the priority algorithm working for you. To get this, in a nutshell --
1) Keep the importance setting for every item set to a default of "Essential" (100%)
2) For tasks that have due dates, set the correct due date and an accurate lead time (how far before the due date you want to see the item on your list).
3) For projects that have due dates, but the individual actions to complete it do not, set the due date and lead time at the level of the parent project BUT NOT for the individual next-action children underneath it. Set those to "once."
4) For projects or actions without a true due date, do not set one; schedule it to happen "Once."
5) The exceptions are projects/actions that do not have an explicit due date but become less and less valuable as time passes, like sending thank-you notes. For thank-yous, for example, I set a semi-arbitrary due date of one week and put that due date in Life Balance. I can always skip over it in the ToDo list if I absolutely have to, but if I set no due date, the many items with explicit due dates keep trampling it down.

But to get back to the portability issue -- according to my memory, you wanted something that would filter postdated tasks on the Palm, for portability. If you prefer to resolve the portability issue by printing a list generated with Outlook, and you're perfectly happy with it, then there you go. I'm only saying that LB will do what you want, on the Palm.
 

tominperu

Registered
attempted summary of thread so far

I'm going to try and summarise this thread so far, but with the proviso that I haven't completely checked out all the software recommended.

My original request was for programs that can run on a Palm and a desktop and which can filter postdated tasks. After plenty of recommendations of programs that can do this I then muddied the water by saying I also wanted to be able to do recurring tasks.

Summarising the programs mentioned so far:

Outlook with Keysuite Chapura: Bingo! Palm and desktop yes, postdated tasks yes, recurring tasks yes.

Life Balance: Bingo! Palm and desktop yes, postdated tasks yes, recurring tasks yes.

My Life Organized (MLO): Not on the Palm, but yes on Windows Mobile. Desktop yes. Postdated and recurring tasks: no feedback given but I think yes (anybody?)

Bonsai: Palm and desktop yes, postdated tasks yes. Recurring tasks no (I think - please tell me if I'm wrong).

CanDo - Palm yes, Desktop (don't think so, ?), postdated tasks yes, recurring tasks no (or please enlighten me).

Datebook and ToDoPlus also recommended but no specifics on capabilities and I haven't checked them.

I´ve said why I may keep with Outlook (with Chapura). Andersons has explained how Life Balance works for him. And people definitely like Bonsai.

People have also mentioned the possible problem of Chapura not using the standard Palm database, but I don't think this is an issue for me!

Sorry if I've missed out anyone's point that they thought was really important! Thanks to all who´ve contributed so far.

Tom
 

wordsofwonder

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tominperu said:
Of course I lose the Projects as Contacts when I synch to the Palm, which is another reason for at least checking out LifeBalance again, but things aren't broken, so for the moment I'm not fixing things in a hurry...

You can do the Contacts as Projects method using Agendus, which lets you easily link to-do items to contacts, view the list of open and completed NAs associated with a contact, and so forth. You can also link appointments (read: Hard Landscape items and ticklers) to contacts. And, the links are preserved on the PC. (You'd see "Next action blah blah blah [My Project]" in Outlook).

-- Tammy
 

andersons

Registered
tominperu said:
My Life Organized (MLO): Not on the Palm, but yes on Windows Mobile. Desktop yes. Postdated and recurring tasks: no feedback given but I think yes (anybody?)
Postdated and recurring tasks: yes, and with more possible variations and permutations than you can imagine
 
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