I've tried a couple of ways to do this with no success, so I'm hoping that if I just describe what I want to do, someone will be able to tell me a good way to go about it.
I would like to sort my database into a tree structure by project, eg
- membership
- onboarding
- Forum use course
- lesson 1
- lesson 2
- etc...
- Welcome emails
- Forum use course
- retention
- monthly calls
- onboarding
...etc, for many different projects.
And then I would like to mark certain items as to do in a certain month.
I'd like to be able to view all items by project, or by month, or by the intersection of both.
And I'd like to be able to add new items quickly to both a project and a month from the Inbox.
If you were setting this up from scratch, how would you go about it?
Things I've tried:
Multiple parents - one for project, one for time period. This is how I used to do this in UltraRecall: creating items under the project parent, then simply copying some to a second parent representing a time period. This didn't work well in IQ, because it's not possible to view the whole tree in a single grid: I get the warning about too many items, and if I choose any option other than 'cancel', the program tends to crash. So I'm left trying to copy items between grids, which I find very difficult.
Tagging to identify projects (only tagging the parent item) and then using a text field to identify the month. I thought I would then be able to use the 'column filter' to display all items with that field set to 'January', Instead I find it only displays items that are visible in the moment of setting the filter; any sub-items that are folded under their parent at the time are excluded from the filter results.
Consequently I find myself still reliant on my own memory - if I remember an item exists, I can track it down. But I would like to be able to rely on InfoQube to display these subsets of items for me, including the ones I've forgotten!
I would be very grateful for any suggestions!
Comments
Adding Structure through Top Level Items
BTW I am using the term TLI differently than in the article above, so don't let that confuse you. When I use the term TLI all I mean is using an item to name the project and have that item be the top level item.
HTH
David/Pierre, What happened…
David/Pierre,
What happened to the images in David's posts and the example IQ database?
Hi viking, In this post ?…
Hi viking,
In this post ? Permalink
No problem seeing them on my PC...
No, I was referring to David…
No, I was referring to David's post
"Then look at screenshots iq2 and iq3"
https://infoqubeim.com/drupal5/index.php/comment/22409#comment-22409
and
https://infoqubeim.com/drupal5/index.php/comment/22411#comment-22411
And there is also supposed to be a sample file attached here.
https://infoqubeim.com/drupal5/index.php/comment/22434#comment-22434
Where is it?
Here's the sample file I…
Here's the sample file I found from my httrack capture of the previous forum. I put the 3 screenshot attachments in another comment.
This is a 2 year old post…
This is a 2 year old post. This website was migrated to a new platform earlier this year. Most content was transferred correctly. It seems this is missing however... 😢
Dave did create a video which explains this quite well: Example - YouTube
HTH !
Attachments in the posts did…
Attachments in the posts of the previous forum did not make it to the new forum. I believe these are the correct ones, from my httrack capture of the previous forum
Thanks Keith, Do you by any…
Thanks Keith,
Do you by any chance also have David's sample file?
Yes. I put it as a reply to…
Yes. I put it as a reply to another post in this thread (since the "add a new file" only allows maximum 3 files). I'll attach it here also.
I saw it later. Thanks again!
I saw it later. Thanks again!