Projects Added
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To insert the followups base into a project:
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1. Open QuickAdd with `CTRL` + `A`
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2. Type `Insert Deliverables`, the search result should be `Insert⸬Deliverables`
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3. Run
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4. Go into the filters of the newly created base and modify per project requirements
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5. Modify other aspects (like the columns shown) per project requirements
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Administrative note:
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Quickadd `Insert⸬Followups` inserts `99 Toolkit/Templates/Project-Dashboards/Deliverables.base`.
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To insert the followups base into a project:
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1. Open QuickAdd with `CTRL` + `A`
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2. Type `Insert Followup`, the search result should be `Insert⸬Followups`
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3. Run
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4. Go into the filters of the newly created base and modify per project requirements
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5. Modify other aspects (like the columns shown) per project requirements
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Administrative note:
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Quickadd `Insert⸬Followups` inserts `99 Toolkit/Templates/Project-Dashboards/Followups.base`.
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To insert the tasks base into a project:
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1. Open QuickAdd with `CTRL` + `A`
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2. Type `Insert Tasks, the search result should be `Insert⸬Tasks`
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3. Run
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4. Go into the filters of the newly created base and modify per project requirements
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5. Modify other aspects (like the columns shown) per project requirements
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To start creating tasks:
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1. In the project directory, open QuickAdd (`CTRL` + `A`) and search for Create⸬Task.
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2. You will be prompted for a name, give it a sensible one that identifies the basic task scope and also how it falls into a sequence of tasks.
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3. Once the note is created, if it is going to contain subtasks, then `Rick Click`, go to Folder Note Commands, and `click` the create folder note option.
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Subtasks are inserted in much the same way. **However**, subtasks are intended to be the end of the structure and thus should never be folder notes.
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Administrative note:
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Quickadd `Insert⸬Tasks` inserts `99 Toolkit/Templates/Project-Dashboards/Tasks.base`.
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views:
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- type: table
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name: Table
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filters:
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and:
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- Type == "Deliverable"
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- '!file.path.startsWith("99 Toolkit")'
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- Project == "REPLACE THIS MOLLY!"
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views:
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- type: table
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name: Table
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filters:
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and:
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- Type == "Followup"
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- '!file.path.startsWith("99 Toolkit")'
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- Project == "REPLACE THIS MOLLY!"
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views:
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- type: table
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name: Table
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filters:
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and:
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- Type == "Task"
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- '!file.path.startsWith("99 Toolkit")'
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- Project == "REPLACE THIS MOLLY!"
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---
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Date Created: <% tp.date.now("DD-MM_MMM-YYYY") %>
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Date Modified: <% tp.file.last_modified_date("DD-MM_MMM-YYYY") %>
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Date Due:
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Deliverable:
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Priority:
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Project: <% tp.file.folder(true).split('/')[1] %>
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Task: <% tp.file.folder(true).split('/')[2] %>
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Charge Code:
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Notes:
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tags:
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Type: Deliverable
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---
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## Details
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`Write something here`
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## Personal Notes
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``Write even more here``
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<%* await tp.file.rename("Deliverable-" + tp.date.now("DDMMYYYYHHMMSS")) %>`
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@@ -7,4 +7,21 @@ Project Lead:
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tags:
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Notes:
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Charge Code:
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Type: Project
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---
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# Scope & Description
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# Deliverables
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`Follow the instructions in` [[Deliverables Base]] `to get this working.`
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# Tasks & Subtasks
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`Follow the instructions in` [[Tasks Base]] `to get this working`
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## Followups
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`Follow the instructions in` [[Follow-Up Base]] `to get this working.`
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# Personal Notes
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`<%* await tp.file.rename(tp.file.folder(false)) %>`
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@@ -9,4 +9,9 @@ Task Lead:
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tags:
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Notes:
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Charge Code:
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Type: Subtask
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---
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# Description
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# Deliverables
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tags:
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Notes:
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Charge Code:
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Type: Task
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---
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# Description
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# Deliverables
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---
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Date Created: <% tp.date.now("DD-MM_MMM-YYYY") %>
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Date Modified: <% tp.file.last_modified_date("DD-MM_MMM-YYYY") %>
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Follow-Up With:
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About What:
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Priority:
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- Normal
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Project: <% tp.file.folder(true).split('/')[1] %>
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Type: Followup
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---
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`<%* await tp.file.rename("Followup⸬Customer-" + tp.date.now("DDMMYYYYHHMMSS")) %>`
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---
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Date Created: <% tp.date.now("DD-MM_MMM-YYYY") %>
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Date Modified: <% tp.file.last_modified_date("DD-MM_MMM-YYYY") %>
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Follow-Up With:
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About What:
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Priority:
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- Normal
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Project: <% tp.file.folder(true).split('/')[1] %>
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Type: Followup
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---
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`<%* await tp.file.rename("Followup⸬Generic-" + tp.date.now("DDMMYYYYHHMMSS")) %>`
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---
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Date Created: <% tp.date.now("DD-MM_MMM-YYYY") %>
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Date Modified: <% tp.file.last_modified_date("DD-MM_MMM-YYYY") %>
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Follow-Up With: IT
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Service Tech:
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About What:
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"Ticket #":
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Priority:
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- Normal
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Project: <% tp.file.folder(true).split('/')[1] %>
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Type: Followup
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---
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`<%* await tp.file.rename("Followup⸬IT-" + tp.date.now("DDMMYYYYHHMMSS")) %>`
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---
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Date Created: <% tp.date.now("DD-MM_MMM-YYYY") %>
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Date Modified: <% tp.file.last_modified_date("DD-MM_MMM-YYYY") %>
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Follow-Up With: Procurement
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Buyer:
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About What:
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"Requisition #":
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"PO #":
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Priority:
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- Normal
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Project: <% tp.file.folder(true).split('/')[1] %>
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Type: Followup
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---
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`<%* await tp.file.rename("Followup⸬Proc-" + tp.date.now("DDMMYYYYHHMMSS")) %>`
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---
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Date Created: <% tp.date.now("DD-MM_MMM-YYYY") %>
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Date Modified: <% tp.file.last_modified_date("DD-MM_MMM-YYYY") %>
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Follow-Up With: Richard
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About What:
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Priority:
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- Normal
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Project: <% tp.file.folder(true).split('/')[1] %>
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Type: Followup
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---
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`<%* await tp.file.rename("Followup⸬Richard-" + tp.date.now("DDMMYYYYHHMMSS")) %>`
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---
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Date Created: <% tp.date.now("DD-MM_MMM-YYYY") %>
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Date Modified: <% tp.file.last_modified_date("DD-MM_MMM-YYYY") %>
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Follow-Up With:
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About What:
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"Quote #":
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"PO #":
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Priority:
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- Normal
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Project: <% tp.file.folder(true).split('/')[1] %>
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Type: Followup
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---
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`<%* await tp.file.rename("Followup⸬Supplier-" + tp.date.now("DDMMYYYYHHMMSS")) %>`
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| | Name | Code | Notes |
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| --- | ---------------------------- | ------ | ----- |
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| ⸬ | Squared Four Dot Punctuation | U+2E2C | |
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