This topic gives you the ability to create, organize, prioritize, track, and check off even your most complex tasks and projects in a streamlined, natural, and easy-to-understand way.
Key features of the Tasks + Projects topic
- ability to track projects and to manage all data associated with them, such as tasks, reminders, shopping lists, bookmarks, photos, videos, voice notes, notes, files, and services
- ability to track each task with its associated information including category, description, due date, status, priority, work effort required, start date, finish date, and repeat schedule
- automatic reminders through integration with your device’s Calendar
- ability to view all projects and tasks at-a-glance, or to filter them by target start date, due date, status, and so on
- support for recurring tasks
- touchpoints to most other topics
- ability to capture photos, voice memos, and videos and associate them with the task or project
- ability to view and update tasks easily from My Calendar
- Google Tasks and Toodledo support for syncing task information
Using Tasks + Projects touchpoints
Touchpoints to most of the other LifeTopix topics allow you to define tasks and projects from within the context of those topics. Example: If you need to perform work for events you are planning, you can define tasks directly in the Events topic. The same is true for assignments you have for school or work defined in the Education topic, for health procedures defined in the Health + Activity topic, for services you receive as defined in the People + Services topic, and so on. In all of these cases, the task information you enter will be accessible not only from those topics, but also from Tasks + Projects.
How do I use Tasks + Projects?
The Tasks + Projects topic view provides these sections:
- Task List — a filterable view of all tasks defined in LifeTopix
- Task Calendar — a filterable, calendar-oriented view of tasks defined in LifeTopix
- Online Tasks — tasks from Google and Toodledo
- All Projects — all projects defined in all subcategories
- Categories for Projects — all LifeTopix projects, sorted by category
Working With Tasks
If you specify a due date for a task, a reminder is added to your device’s Calendar. Via LifeTopix Settings, you can control how many days in advance of the due date the reminder will be generated.
Refer to Common Features online help to learn about repeat functionality for tasks.
Tap Task List to view all the tasks defined in LifeTopix, including the tasks synced from Google or Toodledo. Tasks in this view are sorted in ascending order of due date; tasks with no due date are listed at the bottom under a section labeled Undated. If you wish to search for a task, tap the magnifying glass at the top-right of the view.
Tap to add a new task quickly by just specifying the task’s name, or tap to add a new task with details.
At the top of the view, you can tap any of the following options:
- All — to view all tasks
- Active — to view just the tasks whose status is not Canceled or Completed
- Undated — to view just the tasks with no due date set for them
- Overdue — to view only the tasks whose due date has passed
You can also tap-and-hold an existing task to display a menu that will allow you to add that task to Quick Access, set its status or due date, view or edit its association with other objects, or set its context tags.
A status icon appears to the left of every task, which indicates the following:
To change the status of a task, tap the task’s status icon or tap-and-hold the task and select Set Status from the resulting menu.
To sync a task with your Google or Toodledo online account, tap the task, then tap or in the right panel. The first time you connect to Google or Toodledo, you will have to provide your username and password. This operation requires network access. To understand the issues involved in syncing LifeTopix tasks and Google Tasks, please be sure to read the Google information page. To understand the issues involved in syncing LifeTopix tasks and Toodledo tasks, please be sure to read the Toodledoo information page.
To view all the tasks defined in LifeTopix in a filterable calendar view, tap Task Calendar.
Tap Day to view all tasks for a given day. This view loads today’s date by default. Tap to advance to the next day’s view or tap to go to the previous day’s view.
Tap Month to view all tasks for a given month. This view loads the current month by default. Tap to advance to the next month’s view or tap to go back to the previous month’s view. In this view, dates for which task data exists will have a “.” in them. Tap on a date in the calendar to have that date’s data displayed in the view.
Tap Year to view all tasks for a given year. This view loads the current year by default. Tap to advance to the next year’s view or tap to go back to the previous year’s view. In this view, dates for which task data exists will have a “.” in them. Tap on a date in the calendar to have that date’s data displayed in the view.
From the Day, Month, or Year view, you can tap Today to bring the current view to today’s date.
Tap the Filter icon to be able to specify whether or not to include inactive tasks. Tasks whose status is either canceled or completed are considered inactive; all other tasks are considered active, even if their due date is in the past.
Online Tasks lists all the folders and tasks from your Google and Toodledo online accounts. Tap Online Tasks to go to its view.
To view your Google or Toodledo folders and tasks, tap Login in the respective header and provide your username and password. This operation requires network access. Tap to access the Show Completed option for including completed tasks from Google or Toodledo in the view.
Google specific information:
- Google Tasks supports subtasks. Because this release of LifeTopix does not support subtasks, all Google Task tasks are displayed in a flat list.
Toodledo specific information:
- Any tasks in your Toodledo online account which do not have a folder specified will reside in the Root Folder of the Toodledo section of this view.
- The Toodledo Root Folder always appears at the top of this section, followed by of all your Toodledo folders, sorted alphabetically.
An online task that has not yet been synced with LifeTopix will have to the right. If the task is a Google task, you can tap it to display the its name, status, and description. If the task is a Toodledo task, you can tap it to open a browser in order to view the task directly in Toodledo. For Google and Toodledo tasks, you can tap to sync those tasks with LifeTopix.
A checkmark to the right of a task signifies a hybrid task — a Google or Toodledo task which has been downloaded to your device, or a LifeTopix task which you have synced with Google or Toodledo. Tap a hybrid task to view it in LifeTopix. When you make any change to a hybrid task in LifeTopix, that will cause the task you change to be synced to the online service from which it was first downloaded or with which it was first synced.
When you sync a LifeTopix task with Google or Toodledo, if the online version of that task has the most recent timestamp, all of its information will be copied to LifeTopix. If the version of that task in LifeTopix has the most recent timestamp, all of its information will be copied to Google or Toodledo.
Once you sync a task between LifeTopix and Google or Toodledo, if you delete that task in LifeTopix, it will still exist in Google or Toodledo. Similarly, if you delete that task in Google or Toodledo, it will still exist in LifeTopix.
From a folder view, tap Sync All to sync every task in that folder. If a previously-synced task in Google or Toodledo has been deleted from the online service, the LifeTopix copy of that task will be deleted as soon as you perform a Sync All. If a hybrid task is deleted from LifeTopix but not deleted from the online service from which it originally came, the next Sync All operation will cause the hybrid task to be recreated in LifeTopix. Tasks that were added to the online service will result in a copy of that task being created in LifeTopix upon the next Sync All operation.
To revoke access to Google or Toodledo from LifeTopix, tap the user name in the header of the corresponding online service.
Note: To understand the issues involved in syncing LifeTopix tasks and Google Tasks, please be sure to read the Google information page. To understand the issues involved in syncing LifeTopix tasks and Toodledo tasks, please be sure to read the Toodledoo information page.
Tap All Projects to go to its view.
In this view, all defined projects are initially sorted alphabetically by name. Tap Sort to alternate between sorting projects by date modified (with the most recently modified one first) and alphabetically. Each project includes the project’s name, its number of tasks, and either its update time or its category, depending on which sort mode is currently active. To define a new project, tap Add or tap in the title bar. To view or edit the details of a project, tap the project. To view the tasks for a project, tap its . To delete a project, tap it and then tap at the bottom of the view.
Categories for Projects
Tap Add to create a new Projects category. Tap Edit to modify an existing category’s name, mark it hidden, edit its Description, or delete it. If you mark a category as hidden, it will not appear in the Categories for Projects section, even if a project has that category associated with it — that project must be viewed from All Projects. Hidden categories will still appear in a category picker, but will be labeled as hidden. You can unhide hidden categories because they will still appear in the categories list via Settings > Manage Categories or when you tap Edit.
Tap a category in the Categories for Projects section to go to the projects view for that category. To define a new project in that category, tap in the title bar.
If there are subcategories defined, two more sections are provided: All and the category’s subcategories.