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Agenda versus NotePlan

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Posted by MadaboutDana
Feb 12, 2020 at 09:59 AM

 

Just replying in a little more detail:
- I run projects in separate Notes, and reschedule task dates as necessary. This is relatively easy to do. I follow a specific format in the notes, however, placing all tasks at the top of each project note and using the “Archive Processed Tasks” function to place completed tasks at the bottom of the note. Immediately after the list of tasks, I include the general project info (apart from a couple of customer-related bits of info, e.g. contact, order number etc., right at the top of the Note).

The one weakness of the “Archive Processed Tasks” function is that it only moves the actual tasks - it doesn’t move associated subtasks, indented comments etc. I’ve asked Eduard to look into this and he’s promised to do so. This will make the whole task management aspect much easier. Ironically, the rescheduling function *does* move all related subtasks, comments etc.

When rescheduling daily tasks (i.e. tasks stored in Calendar days, rather than in Notes), I tend to simply cut and paste whole swathes of tasks rather than reschedule them - unless I specifically want/need an audit trail. The “Overdue” list view is a great way to keep an eye on tasks that have drifted by and need to be moved to today/tomorrow/later.

Although there’s still a bit of a disconnect between Calendar and Notes, I’ve found that in general, they are much more coordinated than they used to be, and at least the equal of any other multi-functional task manager I’ve seen (Informant, I’m looking at you here). With the possible exception of Pagico - but the latter is much more sophisticated, and consequently can be just as irritating as NotePlan, albeit for slightly different reasons.

Cheers!
Bill