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Digital tickler file?

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Posted by shatteredmindofbob
Aug 6, 2009 at 07:48 PM

 

It’s not just the dates but the extra info which wouldn’t fit well in a standard calendar (in my case, GCal, which also syncs to my Blackberry which I don’t want stuffed with “look at this file” appointments)

Also, the spreadsheet was only one example. There’s cases where I come across information that might not be relevant for a year. I imagine Zoot would work for that, but I was hoping for one place cram everything, including those spreadsheets.

Really just wondering what’s out there

JohnK wrote:
>Bob,
> >Maybe I don’t understand your needs, but why do you need to save the
>spreadsheet’s contents into another program? Presuming they email it to you, I’d
>just save a copy into a folder.
> >After that I think you just need a decent alarm program
>(I use Kirby Alarm Pro - http://www.kirbyfooty.com/product-kirbyalarm.php).
> >
>At the set time, the alarm can: launch a file (e.g. your spreadsheet), run a program
>(with parameters), open a web page, display a message etc etc. Kirby has countless
>options, and I’m sure there are many similar programs. 

 


Posted by Stephen Zeoli
Aug 6, 2009 at 08:33 PM

 

You can still use Zoot. Just save the spreadsheet in a reasonable place, then create a note in Zoot that is attached to the spreadsheet file and set an alarm on the note. When you open the note, you’ll automatically open the file. I find Zoot is particularly good at doing ticklers.

Steve

 


Posted by Stephen Zeoli
Aug 6, 2009 at 08:54 PM

 

Actually, a little correction to what I wrote here. I just tried my technique and it looks as if the attached file does not automatically open when you open the note, but you can easily open the file by double-clicking the link or using the open link command.

Steve Z.

Stephen Zeoli wrote:
>You can still use Zoot. Just save the spreadsheet in a reasonable place, then create a
>note in Zoot that is attached to the spreadsheet file and set an alarm on the note. When
>you open the note, you’ll automatically open the file. I find Zoot is particularly
>good at doing ticklers.
> >Steve
> > 

 


Posted by $Bill
Aug 7, 2009 at 12:59 AM

 

I use UltraRecall for my data collection tool as well as for a todo list and project management. I set up a GTD like system.

This is how I handle tickler items-
I drag and drop the tickler item into UR, then
I create a task that automatically appears in my todo/NextActions list at the date/time specified and I link the task to the saved tickler item(drag/drop).

I have also used Zoot to do this but not in the most recent version… someone very soon will tell you that this can be done in IQ.  I think having a data collection system with management capabilities is best but will require some time and effort to master. Pick one and learn it well.

 

 

 


Posted by shatteredmindofbob
Aug 7, 2009 at 03:47 AM

 

$Bill wrote:
>I use UltraRecall for my data collection tool as well as for a todo list and project
>management. I set up a GTD like system.
> >This is how I handle tickler items-
>I drag and
>drop the tickler item into UR, then
>I create a task that automatically appears in my
>todo/NextActions list at the date/time specified and I link the task to the saved
>tickler item(drag/drop).
> >I have also used Zoot to do this but not in the most recent
>version… someone very soon will tell you that this can be done in IQ.  I think having a
>data collection system with management capabilities is best but will require some
>time and effort to master. Pick one and learn it well.
> >

You’re probably correct. Since signing up for the forum, I’ve downloaded the trials for most of the software that gets raved about here and almost all of them have serious learning curves. The power is clearly there, it’s just a matter of investing some serious time into making it do what I want…but of course, there’s just that, time (I still haven’t figured out Office 2007 yet…)

To think, I found this forum while trying to find a good WRITING outliner, nothing more and then learn about all this other crazy stuff.

 


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