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576
Thank you for your interest.
It's a VB function. At the moment it works but  it's a bit sloppy. I'll have to clean it up a bit before I share it with others.
I intend to "design" a projects and tasks management IQ database and so I'll make it public at this point.
577

Even after you wrote out that well thought out post, did you list your prioritization methods?


Well, I think he did :

My system, although it relies more heavily on gut instinct, also forces simpler choices and averages out the result. Those same experienced officers would no doubt have pretty good gut instinct. And, if faced with only two targets to choose from instead of a whole list, they'd usually make the right choice. So, if you force them to make choices of one target out of each possible pair, then calculate the most important targets from that set of "votes", the final result is pretty reliable. Yes, the method still has weaknesses - in any method, if those following the process are obsessed with a single issue, that obsession will dominate the results. But, by reducing things to a set of - mostly - easy choices, then calculating relative merits based on those choices, it does smooth out a lot of errors introduced by more complex systems.

I use this a lot too. It's similar to what's called "Paired Comparison Analysis".
578

Could you provide a visual or specific task vs. task example?

The way you combined all systems you encountered got me curious as to how long it takes for you to put it all together as well as how much your prioritization improved before and after the whole process took place.

I know you mentioned the systems you used and I apologize if I'm being vague. It's not that I didn't understand your post as much as I didn't catch the part where the concreteness and integration locked in.


Hi Keith,

Like I said, I was mainly influenced by Covey (7 habits) and Allen (GTD), but also Effexis software and a lot of other stuff that I just integrate in my system as reminders, processes in task list, and other various lists (Weekly Review, etc.).

In IQ I was able to set my priority system exactly how I wanted it. It's pretty straight forward, but with a few twists and complexities most people wouldn't care about. Note that I was able to set a similar system in Outlook, minus the urgency calculations and tasks hierarchies, and a few other twists.

It took me a while to set it up exactly how I wanted it, and It's hard for me to say how much my life has improved since then... :) I personally feel more "in control" (in a good way), and I always know what I need to do.


===========


All the "prioritizing" parameters  I exposed previously appear as fields/columns in various grids (tasks grid, project, etc.) and so I just need to use specific filters to see the items I need to see depending on my needs.

Tasks :

Currently, when I enter a new task, I just go from column to column in the grid and ask myself a few questions for each column/parameter I encounter. For ABCD priorities, 1-9 numeric priorities : questions are of course linked to my values, projects and goals (i.e. : I'll favor the tasks linked to my most important values, projects and goals : these are important, they are As if they're "time bound" or Bs if they are important, but not so "time bound"). I'll also ask myself the questions I outlined in my last post -- but it depends on the task, and it's mostly for projects.

The due date (+ start and end date if necessary), time necessary to complete the task etc., don't need any special existential questioning, they're usually straight forward. They do affect the urgency though. A task taking 10 h to complete, due in 2 days, but that I haven't started, and which priority is an A 9, is automatically ranked very high on my priority list...
 


Projects :

This follow pretty much the same process. But I do take more time to evaluate projects since they take longer to complete and mean a bigger energy investment. I ask myself a few questions and I then decide if it's an A or B, or even a C or a D, how much time I want to invest in them depending on how much time I have left, etc. and then I give it an extra push towards the top or the bottom with numeric priorities (1-9), etc..


For both tasks and projets, all the relevant data (due date, priority, etc.) I described in my previous post is used  in a special urgency formula that ties the parameters together and gives me a result (numeric) and colors items depending on the urgency. Red is what needs to be done ASAP (now)... :)

Various filters allow me to see what's coming if I need to.

The weekly review is important (it's a group of tasks that's part of my task list, but I actually usually do it once every 2 weeks, and it's pretty long). This is where I integrate most organizational strategies/processes I come across, and this is where I re-evaluate my tasks and projects ABCD and numeric priorities. I'll also defer some to a later date (without actually touching the original due date...), and delete or file away stuff that I decided not to do, etc. So yes, I mainly use GTD system and philosophy (I read the 2 main books) to a- Record /collect stuff(inbox), b- triage it (next action, projects, defer, delegate, archive, calendar, trash...), and c- Weekly Review.



I think this is a pretty good summary of how I prioritize stuff. I've skipped some details, of  course.

(I intend to now integrate the military strategy outlined in the article from you first post -- using a template of items and a column equation in IQ. It seems to be simple yet effective -- as a second strategy, of course, as this doesn't tell you anything about what you value, what's important to you, etc.)


[Edited as I forgot to answer a couple questions]
579
To prioritize, I use a mixture of :

1- the Covey ABCD system,

The ABCD system is basically the same as the ABC code described above, but with the "D" being Not important and not urgent... Thoses tasks and projects that can basically tossed away or archived for future reference.

To implement that system properly it's "compulsory" to understand what urgent and important truly mean...


2- together with Franklin number priorities (1,2,3...).

These were first used in the paper based Franklin planner created by Hyrum W. Smith.


3. Then, I use a special formula to calculate the urgency of tasks (processed in IQ) depending on their :

  • duedates
  • Planned Start and End date
  • % Done
  • time needed to complete them
  • numeric priority (1-9)

Of course the formula takes into account whether the task-project is late or not, etc.


4. I use a followup field so that I can defer tasks without touching their real start or due date.

I use other fields (like context, etc.) but these have nothing to do with priorities.



In general, I use the rather standard way of dividing my life activities in a few categories : values, needs, goals, projects, dreams, tasks. I used to have 2 more categories : whishes and dreams, but I don't use them as much now... Maybe I should as my life is not so exciting these days!

Activities in these can be grouped in different (I forgot the English name...) "Life domains" (family, job, health, personal care, finance, etc.) to help see where there are some lacks, etc.

I also try to use the :

- 80/20 principle.

- The Smart Method (to set my goals and projects):

S     Specific & Significant
M   Measurable, motivational, methodical & meaningful
A   Action-oriented & achievable
R   Realistic & relevant
T   Time-bound & tangible


I use other things (like the GTD principles : inbox + todo lists...) but I'm running out of time now...


In any case, the thing to remember is that any of these methods, if not incorporated into a very concrete and integrated system, won't work. Whatever makes sense to someone must be integrated into concrete steps to follow (in lists, computer software...) each day/week. I'm using IQ for that, but I'm not completely satisfied yet -- it's hard to build you own system. That said, I know there's no perfect way and, in the end, what matters most is to do something that makes you feel satisfied or proud. That's why I use 3 simple criterias (my own) to select every project I decide to work on :

                  1- Richness and quality of experience (bringing good memories, happiness, pride, etc.)
                  2- Advantages (returns, positive impact on my future) (convergence)
(En accord avec certaines valeurs -- voir ci-dessous)
                  3- Relaxation (divergence from day to day routine, just... plain replenishment)


They have to fulfill at least one of these 3 characteristic to an acceptable degree (subjective) otherwise I (try to) dump them.

=====

I had a look at Paul Keith's link in the first post and found it very interesting. THere are some similarities with the 3 points I just mentionned, so I'll try to implement some it too as it makes perfect sense in general (maybe not for artistic creation though -- but...). Sometimes it's hard to decide which project to tackle first, and this could help -- setting that up in IQ will be a breeze... ;)


[Edit : I  also liked what I read about the PDCA system. I'm going to integrate that in my Weekly Review of projects. Handy. I also forgot to comment on Mouser's remark about being able to isolate a few tasks to focus on during the day or week -- this is vital for me and I absolutely need to do that so that I don't get distracted by a long (too long) list of possible stuff to do. Any system must allow this.]
580
Living Room / Re: Best method to manage email invitations?
« Last post by Armando on June 12, 2010, 11:10 AM »
I know this is an old thread...
I'm not sure I get what you need exactly, but have you looked at Tungle?
581
ARmando!  i totally missed your long post above.  Thanks, it's good to know how you do things.  So is that what you would do?  Use html export from IQ, and then paste in Word and apply a table style?

Could you maybe post a screenshot of a finished product table you've inserted using this method?  I'd appreciate it.

Hi Aram,
Sorry for the delay.
I think it's very straight forward.

Either use what Pierre suggested in his previous post (

The other way is :

1- Select the content
2- Edit>>Copy and choose Tab-delimited format.
3- Paste this into Word (paste special > unformatted text)
4- Select the text and Table >>  convert it to a table (tab delimited)

Or

Export to HTML and copy to Word. This works even better now as the "multiple empty columns to the right of the page" problem is now fixed (it was a problem with how Word interpreted HTML).

Then do exactly as AndyM suggested :

Once it's a table, then apply paragraph styles column by column (usually everything in a single column has the same basic format).  Select a cell's contents, make it pretty, name a style after it.  Select the whole column (and any other suitable columns) and apply that paragraph style.

I could provide you with a screenshot, but... You'd only see a Word table with some formatting. Nothing special.

In any case I don't think you'll run into any problem.

Let us know.
582
Hi,

I don't know if it can be of any help but here'S my own experience :

I  have a document here that I created using an IQ HTML export (it was a whole play that I directed about a year ago.)

Document statistics :

Pages:   99
Paragraphs:   1298
Lines :   9988
Words:   15185
Characters:   70042
Characters (with spaces):   90391

It contains 7 columns and exactly 612 rows.


This is by no means a small table. I don't know how big do you need your table to be, but mine seems pretty big...

As far as the documents resistance to "corruption", well, no idea. I only once experienced corruption in a Word document, and it was such a long time ago that I don't remember when. Keep in mind that I have 100s of Word documents, and that I wrote my 250p Masters and started my 500 pages PhD with Word  -- and with many tables, graphics, etc. And... I use a laptop

The biggest document I have on my HD is a social science book I had to scan a long time ago. It contains columns and tables, heavy formatting everywhere, etc. It's 527p long -- the book was actually 1022 p long. It's not corrupted yet and I've used it a lot (underlined, highlighted, commented, etc.).


Pages: 527
Paragraphs: 15597
Lines: 51784
Words: 445505
Characters: 2408220
Characters (with spaces): 2846525


I'm using Word 2003 BTW. It's light, fast and works well...

============

As far as formatting and styles goes : if you work in IQ anyways to generate your index, working/editing in Word isn't probably be what you'll be doing most of the time. You'll basically end up 1- exporting 2- formatting using styles. Which is very easy when you've got a table since you can select a full 99 pages column and... Apply a style. It takes a 2-3 second on my very average laptop (just tried it)

But of course this depends on the complexity of the needed formatting.

Keep in mind though that IQ generates lots of columns at the right. Those need to be selected and deleted for easier table manipulation. I have no idea why these are there.
583
Another version with a truly minor change which was easy to implement (a few lines of code to change).

V0.61 changes  --  2010 05 17 -- 19:51

    * Item color can now be manually modified and it will remain unless some other automatic/conditional coloring is active (for some specific items like action items when affected by urgency, or contacts, agenda items, etc.
584
No more new versions of the IQBase (IQ Database) IQMinutes will be uploaded here. I've posted the the file (V0.6) in the IQ forum.

I've added a new grid (for reports), a new field, some more indications... And everything seems to work well. Of course, using this sample makes more sense if one is already using IQ. Or -- I guess -- could serve as an intro to IQ.

Some more features that could be added :
1- action items recurrence (as I've already added it to my own DB).
2- Sending e-mail alerts or reports to meeting participants (automatically or not -- this could be done as IQ can send emails to lists of addresses etc.)
585
General Software Discussion / Re: SQLNotes...what is it exactly?
« Last post by Armando on May 17, 2010, 11:27 AM »
It's almost like a cross between Excel, Access, and a outline-style notetaker...and Word to boot.  At some point, videos would be needed to demonstrate all of this.  Because the power of IQ is not apparent without seeing it in use.  If you just open the program up, you won't really have an idea what it is capable of to do.

Sorry, couldn't help it :mrgreen:. I am taking my baby steps with it at the moment, and while it certainly has great great potential, it is indeed sometimes hidden well.

It's one of those pieces of software where you can feel that genius is just under the surface, but you have to decide if you want to fight the surface to get to it. I am trying.

It's a bit hard to get how everything works at first.

IMO 1- because it's still not reached V1 (it's beta and so it's missing a few features and has a few bugs and UI weirdness that haven't been worked out yet), 2- because it,s a bit different than most other PIMs,  3- because it's possible to do so many things with it.

=======


To answer J-Mac's question : I use IQ for almost anything I do : project management, tasks management, personal diary, work on values-goals , physical and psychological personal research, "scenic composition" and directing, class room organization and student marking, personal accounting (in conjuntion with excel), notes, references and web clips (I've got 1000s), and all kinds of other stuff... And all these are interrelated, linked in different ways, shown in different grid contexts, etc. That's what's interesting (...to me).

What I keep outside of it right now are emails (because it's not really designed to be an e-mail software and there are already great solutions for that), appointments (because of syncing etc. but this feature will be added during the summer according to the road map),  big documents (like books, etc. -- but I'll often keep links to them in IQ depending on the project/task), and maybe a few things like scripts and other programming related stuff (but this is another thing that IQ could be : an IDE. It has several characteristics that I find would be interesting to find in an IDE...).
586
@Armando - thanks for the heads-up on Chapter by Chapter:Thmbsup:

Very neat little Word utility. Never heard of it until your post. I downloaded and started playing with it a bit. I'm quite impressed already.

And here I thought I knew them all... ;D

CxC in combination with AutoVer (for version control) could be just what I need for a new book project I'm soon to be involved in.

You're welcome.
Yes, it's pretty good. Especially if you don't like having everything in the same file. Sometimes it helps to split things up (performance wise and also in terms of "creation" -- not having to look at all your material every time you open the doc can help avoid unnecessary perfectionism or procrastination).
However, I think I prefer having everything in the same document... after all easier to have an overall picture, etc. + word can open several windows of the same document which makes working on many chapters at once a breeze.
587
And it confirms what others have said !  :)
Yes, never underestimate What can Word and other office products can do...
588
General Software Discussion / Re: Help me with MS Word styles
« Last post by Armando on May 11, 2010, 07:06 PM »
Note that AndyM too provided info about templates and styling in one of the previous posts (and everything I said can be found in there) :

So are you saying there's no way to format the list with indentations, numbering, and formatting all in one click of a style?
You can, I do it all the time.  But if I remember right the setup is a bit quirky.  Look for an MVP article by Shauna Kelly or Susan Barnhill. 

If I find it first I'll post it.
--------------------------------

http://www.shaunakel...utlineNumbering.html

589
(BTW, Carol's suggestion -- infohesiveEP -- could be an interesting avenue too.)
590
When formatting gets messy, it's always possible to select the messy part, and "clear formatting" (ctrl-f1 --> Styles and formatting --> Clear formatting).

Instructions in the link provided are good and I basically do the same thing.


Create the styles in a blank document first, then go to the outliner and create the content there. Either type or bring in using Paste/Special/Unformatted text.

Keep formatting and content creation completely separate.

Keeping content and formatting separate is not always convenient. I often find that formatting is a great help when structuring a document, especially when it's fairly big (e.g. : more than 50 p.).

The key is to define styles before applying any formatting, and be very rigorous in applying them whenever something needs to be formatted in a special way.
591
General Software Discussion / Re: Help me with MS Word styles
« Last post by Armando on May 11, 2010, 04:33 PM »
Yes, this is a good web site. I remember using info from there a while ago.
592
One last word. I'd probably use one big document if I was you. It's bigger but easier to manage (especially if you have less than 6 y old computer), and the Map View makes the navigation a breeze once you set your styles and linked them to outline levels.

Experiment with styles and levels a bit first in a short document and use the map view or the outline view, you'll see what I mean. (I personally don't use the outline view too often, but I ALWAYS use the map view... Word would be useless to me if it didn't have that and I'd use something else. OOo has a good map view too. I think TextMAker also. But theirs aren,t as flexible IIRC)
593
Armando, I also just read your long post about styles on the previous page.  Thank you.  That is good advice, and I'll be trying it out with this project.

I just spoke with our organization's top guy about this, and it's pretty serious.  I need to get this done.  They don't care about what I'm doing with the technology, but politically speaking, the heat is on.  As far as the technology, I want to make sure i don't corner myself by not organizing it well, or by not keeping track of changes made, or committing to a style and finding out that the managers want something else and having that become a big headache.  I have to do this the right way.  Maximum efficiency, as much "undo" capabilities as possible, integrated/linked solutions for page numbering, sections, TOC, etc.

All that has been done so far is very basic Word editing.  And the content is all there already.  So I'm stuck with something that is almost already complete.  Ideally, I'm looking for tools and/or methods that will allow me to do as much batch editing and modifying as possible.

AFAICT, apart from latex, it's MS Word (or maybe OOo or textmaker) that's the best tool for that. That's what all the PhD students here use for their thesis, technical documents, etc. Ask Darwin, maybe he'd have other ideas though.

1-Use Word since that's what you're using and it's good.
2-build your styles wisely (be rigorous about NOT formatting by hand but always using styles for everything that's formatted in special ways (titles, body, references, notes, etc. : when you do that (apart from italics and bold in the body), formatting is a breeze and any formatting can always be changed globally... Which is of course easier to do if it's one long document than several pieces put together)) ,
3-and use a backup/versioning software like DropBox or file hamster... and you're set.


The link for chapter by chapter : http://pagesperso-or...bastien.berthet/cbc/
594
I used a software called Chapter by Chapter to bring together many Word documents, without having to use MS Word's Master Documents. I never used it much but it coud be an option to look at.
595
what I've noticed in these wiki collaboration software is that the documents quickly become a format mess.
Correct me if I'm wrong, but I think superboyac doesn't need the collaborative aspects of these online wikis and all allow you to disable it, leaving only the public (or by invitation) viewing of the content


Yes I noticed he said that. But I didn't get that your idea was to make the documents available for viewing online. Is it possible to import Word documents in these wikis ?

[Edit : what I meant about the format mess is that wiki solutions I've looked at are nowhere near MS Word in terms of styling capabilities. With Word you can actually select a bunch of headlines and change them all at once, view your outline separatly as in a 2 pane outline, move the outline around, assign styles to shortcut keys,  etc. I don't know any wiki able to manage formatting and style that powerfully. But I don't know all of them]
596
Hi superboyac,

From what you're describing, it's a bit hard to know what would be the best solution. I think Pierre's suggestion would be the easiest to implement, that is if you don't worry about the formatting at first -- what I've noticed in these wiki collaboration software is that the documents quickly become a format mess. For the content though, it's pretty good.

I got your note on MS Word styles. Even if I don't use MS Word that much any more, I must say that using it without using styles means missing a lot of important features. Using styles is pretty straight forward, but once you've set a style, it's good to create a template and save it somewhere (as a *.dot file).

To use styles an Word outlines to their fullest, I found it works best to assign styles to levels and numberings. And then assign specific shortcut keys to these. I worked like that for many years and it's quick and easy.

Quickly :

1- In the "modify style" or "New Style" dialog, select your options -- but be careful with the "Style based on" option as this one means that modifying one style will modify the other.....

I tend to name my styles with level numbers : xyz1 xyz2 xyz3 xyz4 xyz5, or just use the MS provided level1, 2, 3, 4...
 
2- Then After everything has been set to your liking, link that style to an Outline Numbered scheme : Format--> Numbering-->Outline Numbered. Click on "Customize". You have many options there. The "level" Parameter is important as it will assign a level to your style, which will be usefull when you use the document map to navigate into a long document.

3- Then assign shortcuts to these styles : right click on a toolbar --> customize, then in the dialog, select  the "Options" tab, go to categories and select styles.  Assign specific keyb. short .there. (I use ctrl-0 to 9)

Not sure if that can be helpful. I know it's really nothing special and maybe laughable, but who knows.

[ EDIt : and then, use the "view" (menu) --> "Document map" feature to navigate into your document (assigning a shortcut to that is a good idea too). You can also work in Outline mode, which allows to move whole sections (levels) around, etc. Word has a pretty good outline I find. It's not IQ or anything, but it works well if one is working with a lot of text. ]
597
General Software Discussion / Re: Ubuntu 10.04 LTS (Lucid Lynx)
« Last post by Armando on May 02, 2010, 11:05 PM »
 ;D
Looking at the notebook loosing pieces...  Not sure I'll try it on my old notebook which is already a bit fragile. You desktop experience didn't seem too bad though.

IN any case, I think that's why I ended up installing Mint last time (1 y ago). I was also tempted by Suse, but there wasn't a live DVD handy and I didn't feel like downloading 4gb of data to discover that it didn't work at all... (Mandriva and PCLinux OS were okay but both had some touch pad issues that mint didn't have).

IIRC, DVD codecs, MP3, flash, etc. worked out of the box with Mint (main edition).

598
Backup Guide / Re: Well I'd like to have shared some ....
« Last post by Armando on May 01, 2010, 10:11 PM »
Great info. Thank you.

I didn't know SyncToy was that fast and clever. Very good to know.

Note that SyncBackSe has a feature called SmartSync. It can also detect file renames.

However I haven't tested these features extensively and I don't know how much they accelerate data syncing. I might do some tests in the future because I'm dissatisfied with the absence of "Delta" backup in SyncBackSe and I might be looking for another solution this year. This is SyncBackSe only real draw back, IMO (well there are others... But they don't bother me too much).

Of course it would be nice if it could also image, and do what OopsBackup and AJC Active backup do too (there's also MirrorFolder which f0dder chose for is job a while ago -- I wonder if he still uses it. It seemed like a neat app).
599
General Software Discussion / Re: Ubuntu 10.04 LTS (Lucid Lynx)
« Last post by Armando on May 01, 2010, 04:35 PM »
Thanks a lot for taking the time to answer my question. Your experience seems to somewhat mirror many reviews I've read. Keep us posted !
600
General Software Discussion / Re: Ubuntu 10.04 LTS (Lucid Lynx)
« Last post by Armando on May 01, 2010, 02:27 PM »
Hi Deozaan,
So, what are your impressions so far ? Did you install the full RC Shipping version ?  :)
I installed Linus Mint Gloria edition (or was it Helena ?? Would have to check) a while ago on my child's computer. It works great.
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