Kinook Software Forum

Go Back   Kinook Software Forum > Ultra Recall > [UR] General Discussion

Reply
 
Thread Tools Rate Thread Display Modes
  #1  
Old 01-15-2007, 09:05 PM
Drew1278 Drew1278 is online now
Registered User
 
Join Date: 01-08-2007
Posts: 7
Question Search question on GTD implementation?

I'm setting up UR to handle my implementation of GTD. For Projects and Tasks which I cannot act on immediately, I have created a "Actionable Date" attribute. I would like to create searches that will only show items with an actionable date on or before the current date (hiding entries which cannot be addressed until a future date). Is it possible for the search value (actionable date) to be linked to the current date each time I open the saved search, or do I have to manually update the value and refresh the search each day?

Thanks for any help!
Reply With Quote
  #2  
Old 01-15-2007, 10:07 PM
$bill $bill is online now
Registered User
 
Join Date: 09-14-2006
Posts: 210
Is it possible for the search value (actionable date) to be linked to the current date each time I open the saved search,
YES

or do I have to manually update the value and refresh the search each day?
NO

The key is the box labeled "Store dates relative to current date".


Try an advanced search with the Item/attribute of "Actionable Date", the comparison "less than or equal to", the Value - put a check in the value box with todays date and check the box labeled "Store dates relative to current date".

And if you want to include tasks that don't have an "Actionable Date" set at all you need to add an addition line with OR "Actionable Date" equals and the Value blank (uncheck the box in the value field).

Harder to explain, than to do...
Reply With Quote
  #3  
Old 01-16-2007, 06:45 AM
Drew1278 Drew1278 is online now
Registered User
 
Join Date: 01-08-2007
Posts: 7
Thumbs up and vs. or?

Thanks! This is exactly what I was looking for.

One other question has sprung up based on this: When I add the "or - Actionable Date - Equals - ______"

The search returns all entries where an actionable date has not been entered regardless of whether it meets all of remaining search criteria (Icon - equals - <task>, etc.). I think I've seen somewhere on this forum that nested searches are possible and I think this is where I need to go, but I'm not sure how to implement.

-Drew
Reply With Quote
  #4  
Old 01-16-2007, 08:09 AM
$bill $bill is online now
Registered User
 
Join Date: 09-14-2006
Posts: 210
You will need to use "Search Indenting" to group the processing of the 'and/or' evaluations. Indent a row by right clicking on the row and move right.

Try
" Actionable Date <= today"
"or - Actionable Date - Equals - ______"
<indent> and "Icon - equals - <task>"
<indent> and "Category - equal - <Junk>"

For me, understanding the logic of the Criteria Grid, took more than a brief read of the help file.
Reply With Quote
  #5  
Old 01-16-2007, 08:47 AM
Drew1278 Drew1278 is online now
Registered User
 
Join Date: 01-08-2007
Posts: 7
Talking thanks!

The search works perfectly now

Reading the help file and this forum has answered a lot of questions, but there is definitely a learning curve. I love how much UR can be tweaked to fit my natural workflow & thought process!
Reply With Quote
Reply

Thread Tools
Display Modes Rate This Thread
Rate This Thread:

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is Off
HTML code is Off



All times are GMT -5. The time now is 03:24 PM.


Copyright © 1999-2023 Kinook Software, Inc.