Organizer: Manage and Review Your Tasks

The ClearContext Organizer provides a simple way to assign due dates, projects and categories and a central place to review your work.

 

Open the Organizer by pressing Organize Tasks on the Summary Dashboard, Organize on the Detail Dashboard or select it from the ClearContext Inbox menu (ClearContext > Tools > Organizer).

The organizer is divided into four tabs to quickly sift through your data - Dates, Project, Category and Review. 

Throughout the organizer:

• Right click selected tasks to act on them (Mark Complete, Change Due Date, Change Start Date, Change Priority or Mark Next Action).
• Click on a list header to sort tasks.  Grouping will not change when you sort - tasks will be sorted within the tab's defined groups.
• Click on a group header to select all tasks in that group.
• Select Options to organize tasks by Start Date or Due Date.
• The following formatting is applied to tasks:
  • Tasks with a Start Date of today are underlined.
  • Tasks with a Due Date of today are highlighted in blue.
  • Tasks with an overdue Due Date are highlighted in red.
  • Tasks marked as Next Action show a small arrow in the priority field.

Add Task

Throughout the Organizer, create new tasks on the fly via the Add Task box at the bottom of the window of the pane. Type the task subject and press ENTER to create the task with a date of today.  If you have instructed ClearContext to ask for a project assignment on save, the project selector will appear.  Assign a project or date via the options to the right of the Add Task text entry field.

Dates

The Dates tab lets you quickly identify overdue tasks and/or tasks with no due date so that you can reassign due dates in bulk.  Highlight the tasks that you want to reassign.  Use the buttons at the bottom of the window to assign the due date on the selected tasks to today, tomorrow or to a due date of your choosing.  When organization by Start Date is selected, the Due Date button becomes a Start Date button.

Project

View a list of all of your tasks by Project.  Tasks which have not been assigned Projects are listed at the top of the list.  Highlight the tasks you want to assign Projects to and select Assign Project to assign via the Project Selector.

  

  

Category

The Category tab works in the same way as the Project tab.  Assign a Context Category to tasks by pressing the Assign Category button at the bottom of the panel.  The category list will only display contexts - categories with a special character (@, !, etc.) in front of the name.  Mark a task as a !Next by pressing the Next Action button.

 

 

  

Review

Use the Review tab to view tasks and appointments for a given date range and to drill down on your activities by Project or Category.  The buttons across the bottom of the dialog filter your view:

• View Completed shows tasks that have been marked complete and appointments that occur in the past.
• View Pending shows uncompleted tasks and appointments that occur in the future.
• The Project and Category buttons allow you to filter your list by an individual Project and/or and individual Category.  When filtering by Project, enable Include Sub-Projects to see tasks from the current project (i.e. MainProject) plus all its sub-projects (i.e. MainProject/SubProject).
• Click the down arrow to show/hide appointments.
• Use the Weeks buttons to select the number of weeks you want to view in your list.
• Once you have filtered the list, print it via the Print button.