RightNote Printing Question
Started by Ken
on 1/7/2016
Ken
1/7/2016 1:56 am
I have decided to use RightNote in place of Asana for PM at work. I realize that it will not allow you to print the results of a tagged search, which IMHO is a useful feature, but I also cannot get the program to print our my tasks on my pages showing which page they belong with. When I tell it to print all the tasks on all of my pages with a line divider between each task, it provides not option to include the page. This just give ma a big list which is not helpful at all if I have similar named tasks on different pages. Does anybody know if there is a way to work around this? I am in a pinch and need to print out outstanding tasks for meetings and have no easy way to do so. I am waiting on a response from the developer, but am also up against a deadline. Any help would be greatly appreciated.
Thanks,
--Ken
Thanks,
--Ken
donleone
1/7/2016 12:34 pm
hello Ken,
I use RightNote every single day,
but unfortunately
don't do much printing with it :-)
but THE ONLY WAY that i could think of
that this could be accomplished
would be by choosing to put all your tasks
on a SINGLE page/tree
and then just sub-dividing them by folders
so that thus the folders
would become "like pages".
I know this sounds "limiting" at first
but consider once these great benefits
that would become available
from such a set-up:
_________________________
1. The Tag-Selection to PRINT
_________________________
since in the tag-list
you can right-click on a tag
and choose "select in tree"
which will then automatically select
ALL the notes with those tags
in the current tree
so that you can then go to File -> Print Options
and tell RightNote to print out
only the "selected notes", as either:
- just the notes
- captions + notes
- or just the captions (if you leave the notes empty)
by checking always the
"Include note caption"
in the File / Print Options.
You may then consider also
instead of using just normal folders
to make the key folders as "folder tags"
so that ALL the sub-items in those folder
would become automatically tagged
with the folder name/caption title in which they are in
by for example simply dragging them into that folder.
and from there on
the printing of the "open tasks"
should be no problem,
by just printing out that folder
with its sub-items.
_________________________
2. The Tree-Filter to PRINT
_________________________
another benefit
from setting up all your tasks
on a single page/tree
would also be the super fast ability
to simply Ctrl-F on the tree
and INSTANTLY filter down the tree
to whatever keyword you might like
and then again from there
selecting all the results in the tree
and then printing out the chosen.
greetings
donleone
I use RightNote every single day,
but unfortunately
don't do much printing with it :-)
but THE ONLY WAY that i could think of
that this could be accomplished
would be by choosing to put all your tasks
on a SINGLE page/tree
and then just sub-dividing them by folders
so that thus the folders
would become "like pages".
I know this sounds "limiting" at first
but consider once these great benefits
that would become available
from such a set-up:
_________________________
1. The Tag-Selection to PRINT
_________________________
since in the tag-list
you can right-click on a tag
and choose "select in tree"
which will then automatically select
ALL the notes with those tags
in the current tree
so that you can then go to File -> Print Options
and tell RightNote to print out
only the "selected notes", as either:
- just the notes
- captions + notes
- or just the captions (if you leave the notes empty)
by checking always the
"Include note caption"
in the File / Print Options.
You may then consider also
instead of using just normal folders
to make the key folders as "folder tags"
so that ALL the sub-items in those folder
would become automatically tagged
with the folder name/caption title in which they are in
by for example simply dragging them into that folder.
and from there on
the printing of the "open tasks"
should be no problem,
by just printing out that folder
with its sub-items.
_________________________
2. The Tree-Filter to PRINT
_________________________
another benefit
from setting up all your tasks
on a single page/tree
would also be the super fast ability
to simply Ctrl-F on the tree
and INSTANTLY filter down the tree
to whatever keyword you might like
and then again from there
selecting all the results in the tree
and then printing out the chosen.
greetings
donleone
Ken
1/7/2016 6:20 pm
Thank you for the thoughtful reply and suggestions. I have already some of the suggestions that you have mentioned, but initially set up my projects on separate pages. I will reconsider this arrangement as you have offered some good suggestions, but I am not too happy about the time it would take to restructure my projects. But, a solution is better than no solution, and you have made highlighted some compelling features. I was just hoping to not have a huge tree of projects, but I guess that would be present in Asana, Wrike or Todoist as they do not offer tabbed sheets.
Thanks,
--Ken
Thanks,
--Ken
donleone
1/7/2016 7:27 pm
yes, the "huge tree" concept
seems currently to be
the most efficient
in RightNote.
(i personally have one tree
with about 7000 items on it
and RightNote still remains
INSTANT fast in filtering that tree
or moving anything on it)
(which is not to say that i don't use also pages
i do very much, but pages are more suited for "static" data,
whereas whenever you want to do heavy tagging or tasking
it is always best to put them all unto one huge tree)
but to exactly avoid the constant scrolling up & down on that huge tree
for that very reason, RightNote also has the "Folder Panel"
(View -> Show Folder Panel) as can be seen here:
http://www.bauerapps.com/wp-content/uploads/2013/01/rn_folder_tree.png
which is a "mini-tree view" of the big tree
but with just the folders of the tree showing
(and yet still retaining the same structure
and also able to show sub-items on it)
and which "Folder Panel" is especially
since the latest 3.4.1 release
now even more useful
in that you can now
EASILY just drag items
from the main tree to that folder pane
and thus not only re-arrange your tree quickly
but more usefully in your case,
can thus move a "completed task"
unto a "completed task folder"
but just a simple dragging it over
unto that Folder Pane.
and with the extra benefit also
that now this task also becomes
instantly tagged automatically as "completed"
or as "whatever you name that folder after"
(as a "folder tag" is simply
just the folder name text)
- - -
and as far as the time needed
to re-arrange your project
one thing that does WORK well across pages
is the simple dragging of a folder unto another page
and then simply releasing it again
unto that new "huge tree".
so that actually the combining
of all the pages into that huge tree
(with the same folder structure retained)
should not take actually so long.
greetings
donleone
seems currently to be
the most efficient
in RightNote.
(i personally have one tree
with about 7000 items on it
and RightNote still remains
INSTANT fast in filtering that tree
or moving anything on it)
(which is not to say that i don't use also pages
i do very much, but pages are more suited for "static" data,
whereas whenever you want to do heavy tagging or tasking
it is always best to put them all unto one huge tree)
but to exactly avoid the constant scrolling up & down on that huge tree
for that very reason, RightNote also has the "Folder Panel"
(View -> Show Folder Panel) as can be seen here:
http://www.bauerapps.com/wp-content/uploads/2013/01/rn_folder_tree.png
which is a "mini-tree view" of the big tree
but with just the folders of the tree showing
(and yet still retaining the same structure
and also able to show sub-items on it)
and which "Folder Panel" is especially
since the latest 3.4.1 release
now even more useful
in that you can now
EASILY just drag items
from the main tree to that folder pane
and thus not only re-arrange your tree quickly
but more usefully in your case,
can thus move a "completed task"
unto a "completed task folder"
but just a simple dragging it over
unto that Folder Pane.
and with the extra benefit also
that now this task also becomes
instantly tagged automatically as "completed"
or as "whatever you name that folder after"
(as a "folder tag" is simply
just the folder name text)
- - -
and as far as the time needed
to re-arrange your project
one thing that does WORK well across pages
is the simple dragging of a folder unto another page
and then simply releasing it again
unto that new "huge tree".
so that actually the combining
of all the pages into that huge tree
(with the same folder structure retained)
should not take actually so long.
greetings
donleone
Ken
1/7/2016 9:22 pm
Hi donleone,
I appreciate the additional information. This is quite helpful, and if I am able to work on the file this weekend, I can see if this new arrangement integrates into my workflow. Right now, I am drowning in crises, and we are having major email archive issues, so my electronic records are not as they normally would be. It is quite frustrating and causing me additional grief. Thanks again for spelling out the steps needed to make this happen. I may have a question or two this weekend if I get stuck, but hopefully things will go smoothly.
--Ken
I appreciate the additional information. This is quite helpful, and if I am able to work on the file this weekend, I can see if this new arrangement integrates into my workflow. Right now, I am drowning in crises, and we are having major email archive issues, so my electronic records are not as they normally would be. It is quite frustrating and causing me additional grief. Thanks again for spelling out the steps needed to make this happen. I may have a question or two this weekend if I get stuck, but hopefully things will go smoothly.
--Ken
Ken
1/8/2016 6:03 am
I think that I am running into an issue with everything on one page. In my original arrangement of one project per page and a folder on each page named "Tasks", I could easily see all of my tasks in all of my projects, and sorted by project, when I selected the tag "Tasks". This allowed me a quick overview of all tasks in all projects,, and I could then further sort by my priority tags to see urgent tasks if I wanted to.
On one page with each project as a folder containing a sub folder called "Tasks", the items beneath these folders, my actual tasks, no longer show up in a hierarchy in the tag window. They are now just a list of tasks that are out of context. Is there some way to have these display inthe tag window in a hierarchy like my original set-up?
--Ken
On one page with each project as a folder containing a sub folder called "Tasks", the items beneath these folders, my actual tasks, no longer show up in a hierarchy in the tag window. They are now just a list of tasks that are out of context. Is there some way to have these display inthe tag window in a hierarchy like my original set-up?
--Ken
donleone
1/8/2016 10:07 am
yes, that is a good point.
RightNote splits by default
the tag results view
by their respective pages
that they are found on
which is a "nice" quick overview feature
but limited in the sense
that it is only able
to show the results 1 level deep.
(although you can tweak it a bit
by clicking the upper tag-combos
for a further drill down etc...
but i actually never came to use that)
in a ONE PAGE setup
that "page" division is gone
and all the tasks appear
instead in a big long list,
which of course less useful,
especially when you have many
similar named tags in various projects.
- - -
Now, here is instead a
ONE TREE SOLUTION
that i would personally use:
here a screenshot of a possible look:
https://www.dropbox.com/s/vslpo7ok3gl47iw/tasks_overviw_by_tree_filter.JPG?dl=0
since why not instead of tags
just use the filter function
(by just Ctrl+F in the tree)
as the filter is unique in the sense
that its result view perfectly retains
all the folder structure
+ the coloring
+ the icons
+ the fonts
just as they are
in the tree itself.
so that you would only have to
type the word "task"
and INSTANTLY get an overview
of everything task related
and instant sub-divided
by their project and urgency
or whatever else folder sub-division you like.
for that to work,
you would only have to adapt
to include the word "task"
right before each task
(as i did in the screenshot
so to make them ALL appear
by the filter word "task")
furthermore
this view has also many superior ADVANTAGES
versus the quick, but limiting tag results view:
- as you can actually MOVE and DRAG items
from one folder to the other,
even while in this filtered view !
- you can actually re-name or change icon
or do whatever formatting you like
even while in in this filtered view
- and you also get the full coloring and icons
all fully retained in this view,
which once again you would not have
in the tag results view.
there is no other way currently
that RightNote can be optimized
for tasking.
greetings
donleone
RightNote splits by default
the tag results view
by their respective pages
that they are found on
which is a "nice" quick overview feature
but limited in the sense
that it is only able
to show the results 1 level deep.
(although you can tweak it a bit
by clicking the upper tag-combos
for a further drill down etc...
but i actually never came to use that)
in a ONE PAGE setup
that "page" division is gone
and all the tasks appear
instead in a big long list,
which of course less useful,
especially when you have many
similar named tags in various projects.
- - -
Now, here is instead a
ONE TREE SOLUTION
that i would personally use:
here a screenshot of a possible look:
https://www.dropbox.com/s/vslpo7ok3gl47iw/tasks_overviw_by_tree_filter.JPG?dl=0
since why not instead of tags
just use the filter function
(by just Ctrl+F in the tree)
as the filter is unique in the sense
that its result view perfectly retains
all the folder structure
+ the coloring
+ the icons
+ the fonts
just as they are
in the tree itself.
so that you would only have to
type the word "task"
and INSTANTLY get an overview
of everything task related
and instant sub-divided
by their project and urgency
or whatever else folder sub-division you like.
for that to work,
you would only have to adapt
to include the word "task"
right before each task
(as i did in the screenshot
so to make them ALL appear
by the filter word "task")
furthermore
this view has also many superior ADVANTAGES
versus the quick, but limiting tag results view:
- as you can actually MOVE and DRAG items
from one folder to the other,
even while in this filtered view !
- you can actually re-name or change icon
or do whatever formatting you like
even while in in this filtered view
- and you also get the full coloring and icons
all fully retained in this view,
which once again you would not have
in the tag results view.
there is no other way currently
that RightNote can be optimized
for tasking.
greetings
donleone
Ken
1/8/2016 7:22 pm
Thank you again for offering up a solution! It does solve a few issues, but I am realizing that I am then bumping up against an issue that I raised with the author of the program when I first purchased it. You cannot combine search and tag features to find items. So, I can use your method and get a list via the search command, but I cannot further refine it with a tag filter. I suspect that there are workarounds, like the labels that you added to each task, but I have never found those solutions to easily fit into my work flow in the long term. I know somebody would say to change my work flow, but I have always believed that for the most part, tools should fit into a reasonable work flow, and that work flows come out of how we think about and organize data. I am not opposed to change, but it needs to make sense to my brain if it is going to be successfully incorporated into my daily work environment.
I need to mull this over for a bit before deciding what makes sense. I would say that I miss my beloved Ecco, but it has been quite some time since I was able to use it, and I suspect that the nature of my work has also changed. I am not sure what is the solution, but I know that at work, few programs that I have evaluated in the past two years seem to fully click with me. But, your advice has at least given me more options for consideration, and that has been very helpful.
Thanks again,
--Ken
I need to mull this over for a bit before deciding what makes sense. I would say that I miss my beloved Ecco, but it has been quite some time since I was able to use it, and I suspect that the nature of my work has also changed. I am not sure what is the solution, but I know that at work, few programs that I have evaluated in the past two years seem to fully click with me. But, your advice has at least given me more options for consideration, and that has been very helpful.
Thanks again,
--Ken
donleone
1/8/2016 7:57 pm
as much as i love RightNote
it is not really designed for
to be a true task manager.
for where it truly shines
and what it is more meant for
is to be more an ultra stable
multi-GB capable (SQLite)
multi-filetype storing
multi-tagging powerhouse (up to 20K tags possible then it crashes)
all in one storage database
that will load insanely fast
even with tens of GBs of file size
and most importantly which has
NEVER ever crashed on me
with now over 20K of files in it.
so that for more specific
ultra filtering,
ultra custom views saving,
and advanced tagging
and the combining of this all
as you wish
i would honestly suggest
my 2nd favorite program
that is exactly specialized
for task management
called:
MyLifeOrganized
http://www.mylifeorganized.net
for in that one
you should truly be able
to lay out YOUR workflow as you wish
for it is the MOST flexible task manager of all i know.
and i would myself use it
instead of RightNote
IF it only had
- a better file storage ability
- a far better Rich Text notes ability
- and an internal spreadsheet ability
as RightNote has.
but if you don't need these features
and are mostly focused on tasking
then i would SURELY explore
once MyLifeOrganized.
greetings
donleone
it is not really designed for
to be a true task manager.
for where it truly shines
and what it is more meant for
is to be more an ultra stable
multi-GB capable (SQLite)
multi-filetype storing
multi-tagging powerhouse (up to 20K tags possible then it crashes)
all in one storage database
that will load insanely fast
even with tens of GBs of file size
and most importantly which has
NEVER ever crashed on me
with now over 20K of files in it.
so that for more specific
ultra filtering,
ultra custom views saving,
and advanced tagging
and the combining of this all
as you wish
i would honestly suggest
my 2nd favorite program
that is exactly specialized
for task management
called:
MyLifeOrganized
http://www.mylifeorganized.net
for in that one
you should truly be able
to lay out YOUR workflow as you wish
for it is the MOST flexible task manager of all i know.
and i would myself use it
instead of RightNote
IF it only had
- a better file storage ability
- a far better Rich Text notes ability
- and an internal spreadsheet ability
as RightNote has.
but if you don't need these features
and are mostly focused on tasking
then i would SURELY explore
once MyLifeOrganized.
greetings
donleone
Ken
1/8/2016 8:44 pm
MLO seems to keep chugging along. I considered it a number of years ago, but have not looked at it recently. It may offer what I need, but it does not appear to be a no-install/portable so I will not be able to use it at work because of IT restrictions. I like that you have not had issue with RN and that is always something I appreciate (although the program did lock up on me right after purchase a few times). It is wonderful to have so many choices, but I am feeling a bit like "water, water everywhere and not a drop to drink". I truly believe that I am capable of being more organized, and hopefully more efficient, but the path there does seem to be a bit elusive on some days. I am going to reconsider RN setups over the next day or two to see if I can find something that makes sense to me.
--Ken
--Ken
Ken
1/12/2016 9:29 pm
A quick update, and unfortunately, a request for some additional assistance as I have not yet received any response from the author, and it has been almost a week. I thought about my RN options over the weekend and chose two for further consideration. The first, which I could not make work, was to find some way to export my pages with the hope that I could quickly modify the output for printing. Despite many attempt, that option did not seem to materialize. My other option, as donleone suggested was to put everything on one page and try to develop a way that I could still find and print items accordingly. Despite having given this a lot of thought before attempting to consolidate everything on one page, I am still not able to get things working the way I would like, and I am not sure if a solution is not possible, or if it is just not making itself known to me.
After consolidation, I left my tasks in each project note (which was designated as a folder) as children of a note named "Tasks" which was also designated a folder (and this arrangement was replicated for each project). While I could select the tag "Tasks", and tell the program to select the tag in the tree, the print set-up ignores the tree above the tag name so there is no context to the items. I have also tried to give a unique name modifier tot he tasks in order to use the filter function, but I have not been able to get the program to print the filtered results (nor have I been able to find the print set-up command to just print the caption of the note).
I really would like to find a way t make this program work for me, if it is possible, but the documentation, as good as it is, just is not detailed enough. I could just revert back to my prior programs, but RN does seem to offer some nice features. How very frustrating!
--Ken
After consolidation, I left my tasks in each project note (which was designated as a folder) as children of a note named "Tasks" which was also designated a folder (and this arrangement was replicated for each project). While I could select the tag "Tasks", and tell the program to select the tag in the tree, the print set-up ignores the tree above the tag name so there is no context to the items. I have also tried to give a unique name modifier tot he tasks in order to use the filter function, but I have not been able to get the program to print the filtered results (nor have I been able to find the print set-up command to just print the caption of the note).
I really would like to find a way t make this program work for me, if it is possible, but the documentation, as good as it is, just is not detailed enough. I could just revert back to my prior programs, but RN does seem to offer some nice features. How very frustrating!
--Ken
donleone
1/13/2016 12:54 am
hello Ken,
you are good at finding niches
where RightNote is still weak :-)
but as always
there is yet ONE MORE solution possible,
if you're willing to tweak a little your workflow
(and perhaps consider again
the designated "one page solution for tasking"
or else if you like to remain
with your tasks on different pages
then just repeat the print out process below
simply one page at a time)
- - - - - - - -
on a sidenote,
here a quick power-user tip
on how one can maximize
the usefulness of the pages/tabs
by having them displayed
as a kind of "3rd tree" in RightNote, like this:
https://www.dropbox.com/s/7a3xo7pnudaq2u5/pages_as_sidebar_3_tree_navigation.jpg?dl=0
by namely selecting the pages/tabs
to be displayed left + horizontally aligned
in the Menu Tools -> Options -> Notebook -> Pages -> Tab orientation to LEFT + check "horizontal text"
to get this nice looking sidebar style.
and which not only looks better
but enables one to get an instant access
to ALL the available pages/sections
with just 1 single click!
but back again
to the printing issue ! :-)
- - - - - - - -
you are right,
i did not consider
that when you tell RightNote
to "select items in tree"
such as from the tag list
that then the parent/folder notes
in which the tasks are located in,
are then NOT taken with them
over into the print view
and thus NOT giving you
the context in which they are in.
that is indeed
a foolish limitation.
_____________________________
THE WORKAROUND SOLUTION
_____________________________
you can go from this setup in the tree:
https://www.dropbox.com/s/skxxc3xife04zxc/projects_and_their_tasks_in_tree.JPG?dl=0
to this (example) print-view look:
https://www.dropbox.com/s/oy7ri2gng2ohu55/print_preview_project_tasks.JPG?dl=0
by doing the following:
- RightNote cannot take the parent folders of the selected items into the print preview
but it CAN take the CHILD ITEMS aka. SUB-items of a folder into the print view
so that instead of tagging each individual task with the tag "task"
you simply can just create a folder
called "Project 1 - open tasks" or as you like
and then designate that as a "Folder"
so to get the automatic "folder tag" of it
applied unto all the child items
that are put into that folder as-well,
and auto-folder tag removed again,
as soon as any of the items
are upon completion
dragged out of that folder again,
by moving that task then
into a "Project 1: tasks completed" folder.
and then as you normally go
by your day to day routine
as soon as a task comes up
you just go to the fitting project folder
and press ENTER - and that's it ! ! !
creating thereby a sub-note in that folder
and naming it just normally as you do a task
and with that task-note then automatically
getting folder tagged with the parent folder's name
(like, "Project 1: open task")
and with no need whatsoever
to manually tag it anymore.
- - -
and then
when you want to print out
your "open tasks by project"
or "all open tasks from all projects"
then you just go to the "tag list"
and select the desired "folder tag"
that is the same as your "project folder"
and then right click on it
to "select in tree"
and from there go
straight to File -> Print preview.
or else you can just manually
quickly "collapse all" the folders in the tree
(by best designating a custom shortcut
to the "collapse all items" command
for quickly get the project folders overview)
and then just CTRL+select all the desired "Project: open task" folders
and go to File -> Print preview from that manual selection.
- - -
and then in your print options
make sure that you have
the following options checked:
1. "Selected note AND subtree"
2. "include captions"
3. "Indent each note according to it's tree level"
which is in the File -> Print Options -> Setup Export Styles -> lower left box
so that the individual tasks
will not only become visible in the print-preview
but also indented according to their sub-folder structure
in the print-preview as-well.
and then just style the look
of how you like it,
to get a decent print-out.
- - -
and then finally
if you want to further drill down
your open tasks in your print-preview
you can simply make some SUB-folders
under these main "project: open tasks" folders
like for example the sub-folders:
- URGENT tasks
- NORMAL tasks
- LOW tasks
and then just designate these sub-folders,
as proper FOLDERS as-well
so that they too get also their own
automatic "folder tag" as-well
and to get then that desired
CUSTOM tag-combo selection in the tree
from which you can then print-out
for that,
you just then make the desired tag combo in the tag panel,
of whatever "folder tag" combination you like
and then just right click in the tag results pane
on the WHITE BLANK AREA (this is the key)
and choose the "select in tree" option from there
which will thus not just select one
but ALL the displayed results
that have been returned
from the tag-combo search
and which of course works BEST
if you decided to go with just a one page designated for all the tasks
and then folder sub-divided by their respective project base
because then you can fully maximize the tag combo selection
since in its current version RightNote,
can only "select in tree" the current open page only
(and sadly not across all pages yet)
but with this workaround
you should get indeed what you wanted
of namely
"a print out of all your open tasks per project
and project/context grouped in the print out"
either all at once automatically
from a single tag combo selection to print
(when having all your tasks on a single page)
or else
one page at a time manually
from a select and print out repeating
(when having all the tasks in many pages)
- - -
- and finally,
yes there is currently no option
to just print the captions only
except of course if you leave your notes empty
and then select "include captions"
then only it will work.
nevertheless,
i hope this FINAL workaround
has given you the edge
to a good enough working
RightNote solution.
greetings
donleone
you are good at finding niches
where RightNote is still weak :-)
but as always
there is yet ONE MORE solution possible,
if you're willing to tweak a little your workflow
(and perhaps consider again
the designated "one page solution for tasking"
or else if you like to remain
with your tasks on different pages
then just repeat the print out process below
simply one page at a time)
- - - - - - - -
on a sidenote,
here a quick power-user tip
on how one can maximize
the usefulness of the pages/tabs
by having them displayed
as a kind of "3rd tree" in RightNote, like this:
https://www.dropbox.com/s/7a3xo7pnudaq2u5/pages_as_sidebar_3_tree_navigation.jpg?dl=0
by namely selecting the pages/tabs
to be displayed left + horizontally aligned
in the Menu Tools -> Options -> Notebook -> Pages -> Tab orientation to LEFT + check "horizontal text"
to get this nice looking sidebar style.
and which not only looks better
but enables one to get an instant access
to ALL the available pages/sections
with just 1 single click!
but back again
to the printing issue ! :-)
- - - - - - - -
you are right,
i did not consider
that when you tell RightNote
to "select items in tree"
such as from the tag list
that then the parent/folder notes
in which the tasks are located in,
are then NOT taken with them
over into the print view
and thus NOT giving you
the context in which they are in.
that is indeed
a foolish limitation.
_____________________________
THE WORKAROUND SOLUTION
_____________________________
you can go from this setup in the tree:
https://www.dropbox.com/s/skxxc3xife04zxc/projects_and_their_tasks_in_tree.JPG?dl=0
to this (example) print-view look:
https://www.dropbox.com/s/oy7ri2gng2ohu55/print_preview_project_tasks.JPG?dl=0
by doing the following:
- RightNote cannot take the parent folders of the selected items into the print preview
but it CAN take the CHILD ITEMS aka. SUB-items of a folder into the print view
so that instead of tagging each individual task with the tag "task"
you simply can just create a folder
called "Project 1 - open tasks" or as you like
and then designate that as a "Folder"
so to get the automatic "folder tag" of it
applied unto all the child items
that are put into that folder as-well,
and auto-folder tag removed again,
as soon as any of the items
are upon completion
dragged out of that folder again,
by moving that task then
into a "Project 1: tasks completed" folder.
and then as you normally go
by your day to day routine
as soon as a task comes up
you just go to the fitting project folder
and press ENTER - and that's it ! ! !
creating thereby a sub-note in that folder
and naming it just normally as you do a task
and with that task-note then automatically
getting folder tagged with the parent folder's name
(like, "Project 1: open task")
and with no need whatsoever
to manually tag it anymore.
- - -
and then
when you want to print out
your "open tasks by project"
or "all open tasks from all projects"
then you just go to the "tag list"
and select the desired "folder tag"
that is the same as your "project folder"
and then right click on it
to "select in tree"
and from there go
straight to File -> Print preview.
or else you can just manually
quickly "collapse all" the folders in the tree
(by best designating a custom shortcut
to the "collapse all items" command
for quickly get the project folders overview)
and then just CTRL+select all the desired "Project: open task" folders
and go to File -> Print preview from that manual selection.
- - -
and then in your print options
make sure that you have
the following options checked:
1. "Selected note AND subtree"
2. "include captions"
3. "Indent each note according to it's tree level"
which is in the File -> Print Options -> Setup Export Styles -> lower left box
so that the individual tasks
will not only become visible in the print-preview
but also indented according to their sub-folder structure
in the print-preview as-well.
and then just style the look
of how you like it,
to get a decent print-out.
- - -
and then finally
if you want to further drill down
your open tasks in your print-preview
you can simply make some SUB-folders
under these main "project: open tasks" folders
like for example the sub-folders:
- URGENT tasks
- NORMAL tasks
- LOW tasks
and then just designate these sub-folders,
as proper FOLDERS as-well
so that they too get also their own
automatic "folder tag" as-well
and to get then that desired
CUSTOM tag-combo selection in the tree
from which you can then print-out
for that,
you just then make the desired tag combo in the tag panel,
of whatever "folder tag" combination you like
and then just right click in the tag results pane
on the WHITE BLANK AREA (this is the key)
and choose the "select in tree" option from there
which will thus not just select one
but ALL the displayed results
that have been returned
from the tag-combo search
and which of course works BEST
if you decided to go with just a one page designated for all the tasks
and then folder sub-divided by their respective project base
because then you can fully maximize the tag combo selection
since in its current version RightNote,
can only "select in tree" the current open page only
(and sadly not across all pages yet)
but with this workaround
you should get indeed what you wanted
of namely
"a print out of all your open tasks per project
and project/context grouped in the print out"
either all at once automatically
from a single tag combo selection to print
(when having all your tasks on a single page)
or else
one page at a time manually
from a select and print out repeating
(when having all the tasks in many pages)
- - -
- and finally,
yes there is currently no option
to just print the captions only
except of course if you leave your notes empty
and then select "include captions"
then only it will work.
nevertheless,
i hope this FINAL workaround
has given you the edge
to a good enough working
RightNote solution.
greetings
donleone
donleone
1/13/2016 2:58 am
just a quick add i forgot:
there is actually
an almost equally good solution
that is but much easier
to likewise give a filtered print out
by namely just printing directly
from the TREE FILTER results
since the tree filter by default
retains all the upper-tree hierarchy
that is found above the filtered word
so that if you make
an unique identifier before each task
such as e.g. the word "Task" as shown here:
https://www.dropbox.com/s/vslpo7ok3gl47iw/tasks_overviw_by_tree_filter.JPG?dl=0
then all you have to really do
is simply a MANUAL SELECTION
of everything displayed in the filtered results
including all the upper folders and all
and then go print that selection out
(using the same print options
as described in the post just before
but only with "selected item only" and without the subtree)
and do the only way that RightNote lets you do this manual selection
is to select the top item and then scroll down all the way to the lowest
and then while holding the SHIFT key, clicking on that lowest one
and thereby selecting the whole filtered view,
including all of its upper trees (that is, project name contexts etc.)
that should also be
a pretty good quick option
to get a drilled down print out !
- - -
the only disadvantage that this quick option has
is that you can NOT make "filter combos"
of using multiple filter words (i wrote the developer about that)
while as in the more advanced option
that is described in the previous post
you can do as many "tag combos" as you like
and then just simply right click in the blank results space
and have them instantly ALL "selected in the tree".
greetings
donleone
there is actually
an almost equally good solution
that is but much easier
to likewise give a filtered print out
by namely just printing directly
from the TREE FILTER results
since the tree filter by default
retains all the upper-tree hierarchy
that is found above the filtered word
so that if you make
an unique identifier before each task
such as e.g. the word "Task" as shown here:
https://www.dropbox.com/s/vslpo7ok3gl47iw/tasks_overviw_by_tree_filter.JPG?dl=0
then all you have to really do
is simply a MANUAL SELECTION
of everything displayed in the filtered results
including all the upper folders and all
and then go print that selection out
(using the same print options
as described in the post just before
but only with "selected item only" and without the subtree)
and do the only way that RightNote lets you do this manual selection
is to select the top item and then scroll down all the way to the lowest
and then while holding the SHIFT key, clicking on that lowest one
and thereby selecting the whole filtered view,
including all of its upper trees (that is, project name contexts etc.)
that should also be
a pretty good quick option
to get a drilled down print out !
- - -
the only disadvantage that this quick option has
is that you can NOT make "filter combos"
of using multiple filter words (i wrote the developer about that)
while as in the more advanced option
that is described in the previous post
you can do as many "tag combos" as you like
and then just simply right click in the blank results space
and have them instantly ALL "selected in the tree".
greetings
donleone
Ken
1/13/2016 4:42 pm
Hi donleone,
Thank you for taking the time to offer detailed suggestions as well as for being patient with me. While I have previously incorporated some of your ideas and suggestions, I need to spend some time reviewing your last two posts, but I am in meetings all day today. I will try to have a detailed look tomorrow, but I did not want to wait until then to say Thank You! I also received a brief response from Rael, but have not had a reply to my last message.
--Ken
Thank you for taking the time to offer detailed suggestions as well as for being patient with me. While I have previously incorporated some of your ideas and suggestions, I need to spend some time reviewing your last two posts, but I am in meetings all day today. I will try to have a detailed look tomorrow, but I did not want to wait until then to say Thank You! I also received a brief response from Rael, but have not had a reply to my last message.
--Ken
Ken
1/16/2016 12:29 am
Hi donleone,
I have read and re-read your last two posts over the past few days, and had some quiet time today to try and follow your "recipes" in detail as I was not initially getting the same results. The quiet time helped me to solve one problem that I was not fully paying attention to, but it unfortunately did not solve both.
I have been trying your one-page solution as I do see the benefits that you have called out. And, after correcting a setting in the Print Options box, I have now been able to get your second suggestion using filters to work properly for both viewing and printing. A BIG THANK YOU!!
The first suggestion, however, still has me stumped and for the life of me, I cannot figure out where I am not understanding your "recipe". If I create folders like "Project 1 - open tasks", "Project 2 - open tasks", etc. I can see how to view and print the subordinate (child) tasks of one of the folders using the tag filter, but I do not see a way to select all of these project folders that I have created so I can see and print all of the tasks. To the best of my understanding, the tag filter system does not allow you to select more than one tag at any level (e.g. only one parent tag, and then only one child of that parent tag), so I am not clear how it would be possible to collect and display/print tags from more than one project on the page. Am I missing something about tag filtering that is preventing me from being able to select more than one project folder?
Hopefully resolving this will complete my "crash course" training on RN and be able to use it.
Thanks,
--Ken
I have read and re-read your last two posts over the past few days, and had some quiet time today to try and follow your "recipes" in detail as I was not initially getting the same results. The quiet time helped me to solve one problem that I was not fully paying attention to, but it unfortunately did not solve both.
I have been trying your one-page solution as I do see the benefits that you have called out. And, after correcting a setting in the Print Options box, I have now been able to get your second suggestion using filters to work properly for both viewing and printing. A BIG THANK YOU!!
The first suggestion, however, still has me stumped and for the life of me, I cannot figure out where I am not understanding your "recipe". If I create folders like "Project 1 - open tasks", "Project 2 - open tasks", etc. I can see how to view and print the subordinate (child) tasks of one of the folders using the tag filter, but I do not see a way to select all of these project folders that I have created so I can see and print all of the tasks. To the best of my understanding, the tag filter system does not allow you to select more than one tag at any level (e.g. only one parent tag, and then only one child of that parent tag), so I am not clear how it would be possible to collect and display/print tags from more than one project on the page. Am I missing something about tag filtering that is preventing me from being able to select more than one project folder?
Hopefully resolving this will complete my "crash course" training on RN and be able to use it.
Thanks,
--Ken
donleone
1/16/2016 6:05 pm
hello Ken,
yes, indeed i just figured
that RightNote can't combo tag
the tags that are located on the same tree level
but only further drill down on tags deeper.
(for some reason i had thought it could)
but here is a great workaround
that will surely solve this problem
and without even the need
to tag or filter anything
but even so much simpler !
---
just put all your "project open tasks" folders
into one ULTIMATE TOP FOLDER called "OPEN TASKS"
and then also one ultimate top folder for "DONE TASKS"
and then each time you want to print
"ALL open tasks form ALL projects"
you would simply just select
THIS ultimate top folder called "OPEN TASKS"
and RightNote would then instantly display
the entire sub-tree hierarchy in the print preview
to as many levels deep and wide
as can be fitted on a paper!
provided that you only in the Print Options have
the "Selected Note and subtree " option checked
now it cannot be simpler than this
and you won't be able to find
a loophole this time :-)
greetings
Marko
yes, indeed i just figured
that RightNote can't combo tag
the tags that are located on the same tree level
but only further drill down on tags deeper.
(for some reason i had thought it could)
but here is a great workaround
that will surely solve this problem
and without even the need
to tag or filter anything
but even so much simpler !
---
just put all your "project open tasks" folders
into one ULTIMATE TOP FOLDER called "OPEN TASKS"
and then also one ultimate top folder for "DONE TASKS"
and then each time you want to print
"ALL open tasks form ALL projects"
you would simply just select
THIS ultimate top folder called "OPEN TASKS"
and RightNote would then instantly display
the entire sub-tree hierarchy in the print preview
to as many levels deep and wide
as can be fitted on a paper!
provided that you only in the Print Options have
the "Selected Note and subtree " option checked
now it cannot be simpler than this
and you won't be able to find
a loophole this time :-)
greetings
Marko
Ken
1/16/2016 7:48 pm
Hi Marko,
I think that Rael should give you a commission for all of the efforts that you have put into making his program meet various needs! I played around a bit more after posting yesterday and then mulled things over a bit afterwards. I suspect that one issue I am having is that tweaks around the margin of my logic/paradigm/layout are not able to solve my issues, and I am just not able to find an alternate model that will work. It is only natural that we want a product to think and handle data like we would normally do, give or take a tweak or two. But, moving to another model to meet the needs of the software becomes a gray area for me. ON the one hand, thinking outside the box can sometimes be healthy and open up new ways of working (and something I am hoping will be the case here). On the other hand, software is supposed to be a tool to help us, and if it requires too much accommodation, then it does make me wonder if I have selected the right tool. Since RN offers many useful features, I am willing to try and think outside of the box, but if any significant paradigm change is required in how I handle my data, the change needs to be organic as I have rarely seen radical changes properly take hold (like OneNote which I like but can never seem to set up in any effective manner). I thought a bit more about some possible "large" tweaks similar to your last recommendation, and I need to see if my mind will take to any one particular change. I am hoping that something will work because I find RN to offer a number of useful features, and I would hate to think that it was rigid thinking on my part that prevented things from working out.
Thanks again,
--Ken
I think that Rael should give you a commission for all of the efforts that you have put into making his program meet various needs! I played around a bit more after posting yesterday and then mulled things over a bit afterwards. I suspect that one issue I am having is that tweaks around the margin of my logic/paradigm/layout are not able to solve my issues, and I am just not able to find an alternate model that will work. It is only natural that we want a product to think and handle data like we would normally do, give or take a tweak or two. But, moving to another model to meet the needs of the software becomes a gray area for me. ON the one hand, thinking outside the box can sometimes be healthy and open up new ways of working (and something I am hoping will be the case here). On the other hand, software is supposed to be a tool to help us, and if it requires too much accommodation, then it does make me wonder if I have selected the right tool. Since RN offers many useful features, I am willing to try and think outside of the box, but if any significant paradigm change is required in how I handle my data, the change needs to be organic as I have rarely seen radical changes properly take hold (like OneNote which I like but can never seem to set up in any effective manner). I thought a bit more about some possible "large" tweaks similar to your last recommendation, and I need to see if my mind will take to any one particular change. I am hoping that something will work because I find RN to offer a number of useful features, and I would hate to think that it was rigid thinking on my part that prevented things from working out.
Thanks again,
--Ken
Jon Polish
1/21/2016 7:57 pm
Ken, I've been trying to follow this conversation with limited success. Please forgive me if this suggestion does not fit your schema. Have you tried CintaNotes?
Jon
Jon
Ken
1/22/2016 5:45 pm
Hi Jon,
Appreciate the suggestion. I did initially look at CintaNotes a year or so ago when trying to find a better software fit for my needs. CN had a lot of nice features, but was missing some that I had wanted. I could look at it again, but I typically manage 10-20 projects at any time, and I suspect that this might swamp CN's tab system. But, I will give it some consideration again. I realize that when all of my work/data needs are fully considered, there is probably no software that can fully meet them the way I like, but if I am going to have to compromise, I would like it to be in a manner that works for me as best as possible. I feel that I am somewhat stuck between task mangers and note-taking applications. I am primarily managing projects and need to keep track of, and prioritize, tasks, but I also need to keep notes so I am current as to the status of each project/task. Task managers are good for tracking tasks, but not so good for handling notes and reference materials. Note-taking applications are great repositories, but horrible for effective task management.
Thanks,
--Ken
Appreciate the suggestion. I did initially look at CintaNotes a year or so ago when trying to find a better software fit for my needs. CN had a lot of nice features, but was missing some that I had wanted. I could look at it again, but I typically manage 10-20 projects at any time, and I suspect that this might swamp CN's tab system. But, I will give it some consideration again. I realize that when all of my work/data needs are fully considered, there is probably no software that can fully meet them the way I like, but if I am going to have to compromise, I would like it to be in a manner that works for me as best as possible. I feel that I am somewhat stuck between task mangers and note-taking applications. I am primarily managing projects and need to keep track of, and prioritize, tasks, but I also need to keep notes so I am current as to the status of each project/task. Task managers are good for tracking tasks, but not so good for handling notes and reference materials. Note-taking applications are great repositories, but horrible for effective task management.
Thanks,
--Ken
Jon Polish
1/22/2016 8:22 pm
I imagine that your list of considered software includes ToDoList (very feature rich and intricately customizable) or EssentialPIM?
ToDoList: http://www.codeproject.com/Articles/5371/ToDoList-An-effective-and-flexible-way-to-keep-on
EssentailPIM: http://www.essentialpim.com/
Jon
ToDoList: http://www.codeproject.com/Articles/5371/ToDoList-An-effective-and-flexible-way-to-keep-on
EssentailPIM: http://www.essentialpim.com/
Jon
Ken
1/22/2016 9:36 pm
Jon Polish wrote:
I have looked at these, as well as a number of other, programs in the past. I am not sure if I would change my assessment of them on a current review. I did not see tags in EPIM, so that would be challenging for me if it was not present. I remembered some comments by Stephen about IQTell and am currently having another look at it to see if it works for me.
--Ken
I imagine that your list of considered software includes ToDoList (very
feature rich and intricately customizable) or EssentialPIM?
ToDoList:
http://www.codeproject.com/Articles/5371/ToDoList-An-effective-and-flexible-way-to-keep-on
EssentailPIM: http://www.essentialpim.com/
Jon
I have looked at these, as well as a number of other, programs in the past. I am not sure if I would change my assessment of them on a current review. I did not see tags in EPIM, so that would be challenging for me if it was not present. I remembered some comments by Stephen about IQTell and am currently having another look at it to see if it works for me.
--Ken
Dr Andus
1/24/2016 12:57 pm
Ken wrote:
It does sound like you might benefit from combining two or three pieces of software that are best in one thing but link well with each other and so can be assembled into a fluid system.
Let me use my example with ConnectedText, although I know you said you weren't interested in CT.
The three pieces of the system for me are 1) Google Calendar, 2) WorkFlowy, and 3) ConnectedText. A fourth piece of the puzzle is Chrome, which is always open on my machines, with GCal and WF set to open automatically when Chrome is launched. This is important so that GCal notifications (as pop-ups) are also delivered on the desktop. Although if you have other devices (smartphone, tablet), audible GCal reminders will also go off on those, which is a good fallback solution.
1) Google Cal - needed for scheduling executable tasks and for setting reminders. Cross-platform, automatic sync.
2) WorkFlowy - for task management, work breakdown, quick notes - tasks can be transferred from WF to GCal once they've been allocated a time slot. Because every WF task has a unique URL, WF lends itself easily to be intergrated into other systems (e.g. the URL can be pasted into CT or into the note area of a GCal item, if you want to reference it back where it came from. There is also a Chrome add-on that allows you to turn a WF item into a GCal item with a click or two.
3) ConnectedText - for project management and handling notes and reference materials, as a dashboard to files and URLs. Links to WF can be easily dropped into CT, and links to CT into WF, so items can be closely aligned. WF and CT can be used in tandem for distilling actionable items, which then end up in GCal for execution. In turn, the execution can be recorded and archived in WF and CT. CT also has its own internal calendar, so it's possible to set up a higher level project management calendar and even higher level task tracking.
An additional element to this system, if you do require a Gantt view, would be a dedicated project management tool, for getting that bird's eye view. I use RationalPlan for that. (I used to like Mindsystems Amode V2, but it's now defunct, and Twiddlebit's Plan for Windows does not scale on my hi res monitor, so it's practically illegible).
I feel
that I am somewhat stuck between task mangers and note-taking
applications. I am primarily managing projects and need to keep track
of, and prioritize, tasks, but I also need to keep notes so I am current
as to the status of each project/task. Task managers are good for
tracking tasks, but not so good for handling notes and reference
materials. Note-taking applications are great repositories, but
horrible for effective task management.
It does sound like you might benefit from combining two or three pieces of software that are best in one thing but link well with each other and so can be assembled into a fluid system.
Let me use my example with ConnectedText, although I know you said you weren't interested in CT.
The three pieces of the system for me are 1) Google Calendar, 2) WorkFlowy, and 3) ConnectedText. A fourth piece of the puzzle is Chrome, which is always open on my machines, with GCal and WF set to open automatically when Chrome is launched. This is important so that GCal notifications (as pop-ups) are also delivered on the desktop. Although if you have other devices (smartphone, tablet), audible GCal reminders will also go off on those, which is a good fallback solution.
1) Google Cal - needed for scheduling executable tasks and for setting reminders. Cross-platform, automatic sync.
2) WorkFlowy - for task management, work breakdown, quick notes - tasks can be transferred from WF to GCal once they've been allocated a time slot. Because every WF task has a unique URL, WF lends itself easily to be intergrated into other systems (e.g. the URL can be pasted into CT or into the note area of a GCal item, if you want to reference it back where it came from. There is also a Chrome add-on that allows you to turn a WF item into a GCal item with a click or two.
3) ConnectedText - for project management and handling notes and reference materials, as a dashboard to files and URLs. Links to WF can be easily dropped into CT, and links to CT into WF, so items can be closely aligned. WF and CT can be used in tandem for distilling actionable items, which then end up in GCal for execution. In turn, the execution can be recorded and archived in WF and CT. CT also has its own internal calendar, so it's possible to set up a higher level project management calendar and even higher level task tracking.
An additional element to this system, if you do require a Gantt view, would be a dedicated project management tool, for getting that bird's eye view. I use RationalPlan for that. (I used to like Mindsystems Amode V2, but it's now defunct, and Twiddlebit's Plan for Windows does not scale on my hi res monitor, so it's practically illegible).
Ken
1/25/2016 3:24 am
Hi Dr. Andrus,
Thank you for elaborating on this three program set-up that you are currently using. I actually did try to go with two programs last fall, but OneNote and I just never clicked. I felt as though things were being stored, but not easily retrievable for me. That was why I gave RightNote a try; it seemed more structured to me. The structure of RN is something that still makes sense (as I guess I prefer a left hand folder pane), but I am just not finding a way to get it to do a few other things I would like. It is still in trial, along with Todoist which I use for my personal tasks, but I am now reconsidering IQTell now that they have committed totwo additional years of funding/operation.
Like work itself, I guess I am finding it hard to find some quiet time/space to focus on how best to make a system work for me. My old boss used to say that this was not unlike changing a tire while driving 55mph, and that seems like a good analogy some days. I truly appreciate everybody's patience in the forum, as I try to better understand both the art of better managing data, as well as finding the right tool for the task(s) at hand.
I used to wonder if we were a picky bunch with CRIMPing, but after reading an 8-page thread on a photo forum about tilt screens vs. articulated (flippy) screens on cameras, I know that there are a lot of folks out there who take their tools seriously, albeit perhaps a bit too seriously at some times. Still, I am learning a lot from our discussions, and that is important to me.
Thanks,
--Ken
Thank you for elaborating on this three program set-up that you are currently using. I actually did try to go with two programs last fall, but OneNote and I just never clicked. I felt as though things were being stored, but not easily retrievable for me. That was why I gave RightNote a try; it seemed more structured to me. The structure of RN is something that still makes sense (as I guess I prefer a left hand folder pane), but I am just not finding a way to get it to do a few other things I would like. It is still in trial, along with Todoist which I use for my personal tasks, but I am now reconsidering IQTell now that they have committed totwo additional years of funding/operation.
Like work itself, I guess I am finding it hard to find some quiet time/space to focus on how best to make a system work for me. My old boss used to say that this was not unlike changing a tire while driving 55mph, and that seems like a good analogy some days. I truly appreciate everybody's patience in the forum, as I try to better understand both the art of better managing data, as well as finding the right tool for the task(s) at hand.
I used to wonder if we were a picky bunch with CRIMPing, but after reading an 8-page thread on a photo forum about tilt screens vs. articulated (flippy) screens on cameras, I know that there are a lot of folks out there who take their tools seriously, albeit perhaps a bit too seriously at some times. Still, I am learning a lot from our discussions, and that is important to me.
Thanks,
--Ken
Ken
1/31/2016 11:32 pm
Ken wrote:
Well, another "Thank You" to donleone. I was not feeling well late last week and had some time to spend quietly looking at ways to solve my "organizational challenges". I looked at 2Do and My Life Organized and my how MLO has come along since v.1.x! They do offer a portable version that does not "phone home", and it seems to have a large number of features and UI logic that might work well for me. I am currently reading through the manual (yes I do RTFM) and the program has a gracious 45-day trial. It has a different feature set than Right Note, and it has a user forum as well. I am not sure if it is necessarily better than what I have tried, but perhaps its logic willallow me to use it more efficiently. Hope springs eternal!
--Ken
MLO seems to keep chugging along. I considered it a number of years
ago, but have not looked at it recently. It may offer what I need, but
it does not appear to be a no-install/portable so I will not be able to
use it at work because of IT restrictions. I like that you have not had
issue with RN and that is always something I appreciate (although the
program did lock up on me right after purchase a few times). It is
wonderful to have so many choices, but I am feeling a bit like "water,
water everywhere and not a drop to drink". I truly believe that I am
capable of being more organized, and hopefully more efficient, but the
path there does seem to be a bit elusive on some days. I am going to
reconsider RN setups over the next day or two to see if I can find
Well, another "Thank You" to donleone. I was not feeling well late last week and had some time to spend quietly looking at ways to solve my "organizational challenges". I looked at 2Do and My Life Organized and my how MLO has come along since v.1.x! They do offer a portable version that does not "phone home", and it seems to have a large number of features and UI logic that might work well for me. I am currently reading through the manual (yes I do RTFM) and the program has a gracious 45-day trial. It has a different feature set than Right Note, and it has a user forum as well. I am not sure if it is necessarily better than what I have tried, but perhaps its logic willallow me to use it more efficiently. Hope springs eternal!
--Ken
something that makes sense to me.
--Ken
