Wanted: Daily project logging app

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Posted by zoe
Jul 27, 2015 at 06:06 PM

I’ve been quite curious about Tinderbox for a while now, but sadly I’m stuck on Windows for the duration…

Posted by Dr Andus
Jul 27, 2015 at 06:32 PM

zoe wrote:
>I want to make multiple entries per day, with fields such as: Project,
>Client, Category, Description, Date Started, Date Completed (if
>applicable), Date Billed, Date Paid, Tags, Notes etc.
>Then, I want to be able to filter the entries either in a calendar view,
>or by Project, by Client, etc.

Can’t remember if you’re a CT user, but CT’s date topics with attributes could also be used for this.

You could create a template for your typical project, where all of the above are blank attributes to be filled in.

Once there are a few entries, you could create a separate topic with a $Summary command, which would gather and rank the topics with selected attributes in a summary table.

Clicking on any attribute (e.g. Client name) in a topic (or in the summary table) would produce a list with all the entries associated with that client.

There are some examples in this thread for such a system:
http://connectedtext.com/forum/index.php/topic,3139.msg15319.html#msg15319

Posted by zoe
Jul 27, 2015 at 07:10 PM

Thanks! I was thinking that CT was a possibility for this, but I confess I still haven’t gotten past the trial version yet. With CT date topics, can you make multiple entries per day?

Posted by Dr Andus
Jul 27, 2015 at 08:13 PM

zoe wrote:
Thanks! I was thinking that CT was a possibility for this, but I confess
>I still haven’t gotten past the trial version yet. With CT date topics,
>can you make multiple entries per day?

Yes, you can have as many per day as you like. You can either differentiate them by adding time to the date in the topic title, or by adding a descriptive name.

CT calls date topics created on the same day “tasks” (but the user is not forced to adopt that nomenclature, i.e. these date topics can represent anything you like). They can get listed in the Calendar pane when you select a date with multiple topics and can get displayed as links within the body of topics with the same date (both of these features are optional).

Here is what my blank template looks like at the moment (not sure if the forum software can display it correctly). After the = sign I’d need to insert the date (except [[waiting:=]], where I’d need to insert the name of the person whose action I’m waiting for). There is actually an AutoHotkey that makes the insertion of such dates in CT format easy, by selecting it with a mouse from a pop-up calendar.

——

=To Do=

Start: [[start:=]]

Due: [[due:=]]

[[$CHECKBOX:Done|yes]]

Completed: [[completed:=]]

Waiting for: [[waiting:=]]

——

[[$CATEGORY:To Do|

And this is the syntax for the summary table topic (ordered by Due date in descending order):

=Things to do:=

[[$SUMMARY: [$CATEGORY TO DO] & ~[$PR Done=yes]|start|+Due|Importance]]

=Waiting:=

[[$SUMMARY: [$HAS Waiting] ]]

=Done:=

[[$SUMMARY: [$CATEGORY TO DO] & [$PR Done=yes] |Due|-Completed|Done]]

[[$NOCROSS:]]

Posted by Stephen Zeoli
Jul 27, 2015 at 09:00 PM

Another suggestion: MyInfo. You can customize the fields in the outline. You can add tags and notes. And it has a calendar view.

http://www.milenix.com/myinfo

Steve Z.

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