Review Actions

Purpose

This feature is for reviewing your actions. It is composed of five pre-defined tabs: Actions, Done, Do ASAP, Scheduled and Delegated. A counter indicates how many actions are selected within each tab. You can defined new Tabs or modified existing ones.

Each tab is divided horizontally into two parts. The top part contains the actions as per your selection in a table. When an action is selected, the bottom part will display the details of the action (action panel) and the project (project tree panel) it is in (if any). The navigation and functionality of the bottom half of the screen are the same as in the Review Projects screen.

Please note that all settings are kept when you exit the application, including the position of the panels separation bars (one setting for all tabs). All settings, except the bars position, will be saved in a separate file called ReviewAction.xml and can be shared between different platforms. The file will be saved under the same folder as the data file. We recommend that you do a backup of that file in a different directory.

Tabs

You can maintain these tabs in the Action Screens preferences:

Toolbar

The buttons are described from left to right.

Print Screen

For each Tab, you can print the actions listed in the Tab. Click the Print Screen to PDF document button (first from the left). On the report, the actions are listed in the same order as on the screen and the columns width is set proportionally as per screen. The text is wrapped in each column. A symbol indicates the action status (see the legend in the report footer).

The following options can be set-up under Preferences/Options/Miscellaneous/Actions Screens:

Columns

For each Tab, you can decide which fields to display or not as a column in the table part. Click the Edit Columns button (second from the left) and check or unchecked the fields in the Table Columns window accordingly.

By changing the layout on the screen, you can change:

The action date is set as follows:

Filters

For each Tab, you can change the filtering. Click the Edit Fiters button (third from the left). The Selection Filters window opens where you can:

When there is more than one filter, data relevant for all filters is displayed (corresponding to logical AND operation).

The Search filter allows you to enter a text. Once you press the Enter key, all actions which have the text in their notes, description, immediate project description, or delegated to fields are listed.

For the Status, Topic, Context or Criteria combos, All, Multiple values or a specific value can be selected.

Using the Done filter, you can either show all actions or only the ones which have to be done or only the ones which have been completed.

The dates filters let you choose how far in the future or the past you want to review.

Show Filters line

For each Tab, you can show the filters line or not. Click the Show/Hide Filters button (fourth from the left) to toggle ON/OFF the display. By default, the setting is to show the line.

Action operations

You can perform the following operations on actions selected on the list: Reprocess, Postpone, Change Context, Change Topic, Set to Done and Delete. You need to select the action and press the toolbar button. The operations can be performed on more than one actions at the time. Just hold the Shift or Command key while selecting them or use Command key+A to select all the actions on the list displayed.

The operations are described in Review Projects screen.

Table Order

Table Operations

The following operations can be performed on the table:

Tree Operations

Refer to the Review Projects screen.