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RightNote Printing Question
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Posted by Ken
Jan 12, 2016 at 09:29 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
Posted by donleone
Jan 13, 2016 at 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
Posted by donleone
Jan 13, 2016 at 02:58 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
Posted by Ken
Jan 13, 2016 at 04:42 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
Posted by Ken
Jan 16, 2016 at 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