Forums > Tips & Tricks

Can't quite commit

Author	Message
non-profitToolbox.com	Posted: Nov 12, 2008 Score: 0 I'm using TD to track projects for clients in several categories, as well as my house projects, personal and misc., basically everythign I do, as I suspect many of us do. Here's the problem - how to configure the folder/task/subtask/client relationships for max efficiency. Some scenarios I've identified: I could make a folder per client but there are several types of work so I don't want a folder per client per type of work, and that makes Folders effectively manifesting at multiple levels (i.e. All my personal stuff is a folder but only 1 client is) - a discontinuity that distracts me. I could make a folder per type of work (bus. consulting/SEO) with clients underneath, but some clients are in both I could make a folder for all indy business and have a folder per client with subtasks, but I have found myself making 'artificial' folders as parents for the subtasks which are really my focus. Hmmm... I've vacillated between TD and a combination of excel I Gcal. I'd like to find a way to commit to TD without compromise. Suggestions appreciated... Dan
Darius_1296933579	Posted: Nov 13, 2008 Score: 0 "I could make a folder per type of work (bus. consulting/SEO) with clients underneath, but some clients are in both" I'd recommend choosing this option. For individual clients, use tags to combine ALL tasks related to each specific client in 1 view. I primarily use the folders Bills, Work, Personal, and Career. If I am taking a several week class or working on a detailed project, I will create a temporary folder for it and then delete the folder when everything is done.

Author

Message

non-profitToolbox.com

Posted: Nov 12, 2008

Score: 0

I'm using TD to track projects for clients in several categories, as well as my house projects, personal and misc., basically everythign I do, as I suspect many of us do. Here's the problem - how to configure the folder/task/subtask/client relationships for max efficiency.

Some scenarios I've identified:
I could make a folder per client but there are several types of work so I don't want a folder per client per type of work, and that makes Folders effectively manifesting at multiple levels (i.e. All my personal stuff is a folder but only 1 client is) - a discontinuity that distracts me.

I could make a folder per type of work (bus. consulting/SEO) with clients underneath, but some clients are in both

I could make a folder for all indy business and have a folder per client with subtasks, but I have found myself making 'artificial' folders as parents for the subtasks which are really my focus.

Hmmm... I've vacillated between TD and a combination of excel I Gcal. I'd like to find a way to commit to TD without compromise.

Suggestions appreciated...

Dan

Darius_1296933579

Posted: Nov 13, 2008

Score: 0

"I could make a folder per type of work (bus. consulting/SEO) with clients underneath, but some clients are in both"

I'd recommend choosing this option. For individual clients, use tags to combine ALL tasks related to each specific client in 1 view.

I primarily use the folders Bills, Work, Personal, and Career. If I am taking a several week class or working on a detailed project, I will create a temporary folder for it and then delete the folder when everything is done.

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