Default task importance
Hi, all -
I've been using LB for a few months now, and have a problem I haven't been able to get resolved yet. Every time I create a new task, at any level, the importance slider is set all the way over to "Essential."
This may be leftover from when I first worked with LB and thought having everything default to "Essential" was a good idea. I now know it isn't, and I went through and reset the importance slider on all my tasks to "Somewhat," from Life Goals on down. And I went through and reset the slider on my Palm Treo version, as well.
In spite of this, every new task, at whatever level I create it, defaults to "Essential". This plays havoc with my ToDo list and makes it a barely-usable tool for me, and stopping to reset the slider on each task as I create it seriously disrupts my work flow.
Do I have to create a whole new user file to get away from this annoying and inefficient behavior?
I've searched the knowledgebase and opened a support ticket, but still haven't gotten the answer I need. I really like LB <in concept>, but these small annoyances are starting to pile up.
Thanks in advance for any help you can offer.
Ken
Comments
RE: Default task importance
'Essential' is supposed to be the default setting; it's normal and there's nothing wrong with your file.
"This may be leftover from when I first worked with LB and thought having everything default to "Essential" was a good idea. I now know it isn't,"
Can you say more about the difficulties this seems to be causing you?
--Jon
RE: Default task importance
Jon -
Thanks for the response. The fundamental problem I'm trying to solve is that my todo list doesn't behave in a way that's useful for me. I can't figure out how it sorts itself, as I find tasks that are just coming due above tasks that are overdue, and I haven't even begun to figure out how "Routine" vs "One Time" figures into it. The bottom line is that, professionally, at least, I'm always juggling critical tasks with hard deadlines vs. the "right now" ones that crop up and trying to keep a lot of the other important, but not as urgent, items on track, too. I'd really prefer my ToDo list sorted by due date first, then by importance within due dates. It's pretty inefficient for me to have to scroll down the whole todo list to make sure I'm not missing that LB has put lower than I expected it to be.
Llamagraphics' responses to the trouble ticket I opened on this issue are what gave me the idea that setting all my task importances to "Somewhat" would help straighten this out, and it seems to have helped some. But the ToDo list, which is <the> core function I need, still doesn't work the way I'd like it to. Any suggestions would be much appreciated.
Thanks again for your willingness to help.
Ken
RE: Default task importance
Hi Ken,
I, too, wasn't comfortable with LB until I understood the sorting mechanism. It took awhile, partly because I tend to jump in and play with tools instead of reading the manual. The 'advice book' does contain a lot of helpful information, but I mostly know that because I've seen helpful things quoted from it; I've never read it all the way through.
Anyhow, importance is the primary sorting criteria. Between any two tasks that are eligible to appear in the to-do list, the one that has a higher overall importance is the one that appears higher on the to-do list. A caveat is that the importance is adjusted for date-specific tasks that aren't yet due or nearly due. If the task is marked NOW or OVERDUE then it's said to be at full importance, but if it's more than one lead time from due then it's marked soon and treated as if it's importance were somewhat lower.
If tasks have identical importance then the tie is broken according to the tasks' timing traits; By Calendar tasks come first, followed by By Due Date, then Routinely and finally Once.
Effort settings, just to be clear, have no effect on sort orders.
The only thing that can override importance in determining sort order is the 'Balance my effort' feature. If you've told LB that you want it to encourage you to balance your effort a fair bit, and your desired and actual pies are out of whack, lower-importance tasks from a neglected TLI can be sorted above higher-importance tasks from an overworked TLI.
With that background info established, a couple of things in your post jump out at me. For one, don't expect the to-do list to be the one and only place you look for an indicator of what to do. If you want a list of what you must do today, look to the calendar. That's what it's for. The to-do list is better used to determine the best thing to do in those interstices of your day when you actually have the freedom to choose.
Another thing, and some may disagree with me on this... don't use By Due Date scheduling. Maybe that's an overstatement; perhaps I should say "only use By Due Date scheduling if you must." My sense is that the By Due Date scheduling option exists on the LB desktops primarily because it exists in the Palm version, and it exists in the Palm version because it makes sense for LB to be able to sync with native Palm applications (Palm's to-do list program) which in turn can sync with other applications like MS Outlook. If you don't use a Palm or, if you do, if you don't sync with Outlook, then By Due Date is just a handicapped version of By Calendar; it lacks the fancy repeat functions, and By Due Date tasks don't appear on the LB calendar, which is why you find yourself digging through the to-do list to make sure you didn't miss one. Use By Calendar scheduling whenever you can.
I don't quite get why Llamagraphics would've suggested that you to set all your tasks' importances to Somewhat. I don't know how to shed light on that unless you were to post the ticket and response.
I hope that helps.
RE: Default task importance
> Every time I create a new task, at any level, the
> importance slider is set all the way over to "Essential."
This is the default behaviour for the desktop editions of Life Balance. From the desktop Advice Book: "By default, Life Balance assumes that each project is essential to achieving the goal it
RE: Default task importance
Thanks, John -
I'm just having a hard time getting the LB todo list to work the way I want it to (generally date first, from most overdue to furthest out) and then by importance on each date. Resetting the tasks' importance to "Somewhat" was suggested to me in response to a service ticket I opened on this issue, and it seems to help <some>. But I still have to scroll & troll in my todo list, which seems to miss the point. And resetting every task as I create it interrupts the flow of entering mulitple action items (say, after a meeting with my boss). Maybe the duplicate & modify will be more efficient.
Thanks for the tip!
Ken