Views

Views

The View drop list on the toolbar determines what shows on the grid and is influenced by the person selected–the DropUser.  In all cases, the filters are subject to access rights, which control which people have access to which lists.

Droplist Description Sorted by
Task

This is the most important view. Shows tasks requiring action by DropUser, including:

 

 

  • Simple tasks to be done.
  • Periodic tasks to be done every N days.
  • Tickler tasks to be done on a certain date.
  • Tasks needing prioritization by a manager.
  • Tasks awaiting assignment to someone (owner).
  • Tasks awaiting a time estimate (P3 = Est?).
  • Task needing discussion (Next = DropUser).
Discussions at top, then  Unprioritized, Late, P3
Done Shows all tasks that are completed in the last 30 days (change the number in the search box for other time periods). The bar graph reflects time spent on tasks in the same period (one pixel per minute*). Date of last Act
Activity Shows all tasks that are completed or in progress in the last 30 days (change the number in the search box for other time periods). The bar graph reflects time spent on tasks in the same period (one pixel per minute*). Date of last Act
Activity OTT Shows One-Time Tasks completed (excludes periodic and Msg tasks). Date of last Act
All Shows all tasks where Owner = DropUser P3
Entered Shows all tasks entered by Dropuser (Source = DropUser). Age
Entered Xover Shows task entered for coworkers Date entered
Reference Shows all tasks that have special values in P3 (Note, Goal, Wait, and Support). P3
Periodic Shows all tasks that are to be done on a periodic basis. Occassionally, try to remove, automate, or delegate some of the tasks. The bar graphs are 1 pix/min/month*. Ratio of Est/Per
Progress Shows tasks where P3 = Progress to give an overview of accomplishments. Age
Meet Shows all tasks that are to be referenced in a group meeting—P3 = Meet.
Tickler Shows all tasks that are to be done on a specific date—both due and not due (late and not late). Due date
Skip Shows all tasks that have P3 = Skip, Irrep, or Dupe—no action is needed. It can be helpful to retain such tasks so that the person who entered them knows about the priority decision. P3
Discuss Shows all tasks in discussion (Next = DropUser)—mainly for use with DropUser = All. Next
Limbo Shows unprioritized tasks to verify that no tasks are getting left behind. Age
Follow Shows tasks having the hastag #follow (i.e. #johnfollow). For example, if Karen wants to follow up on certain tasks of co-workers, she would enter “#karenfollow” in the Action field of those tasks and then check this Follow view. Age
Age
* for blue bars. Red and green bars are 1000 and 10,000 min per pixel.