« A Tweak to David Allen’s System | Main | The Not To-Do List »

Saturday, May 01, 2004

Day-at-a-Glance in Outlook

When I get up in the morning, the first thing I do is take a look at the events and tasks scheduled for that day. I do this by using a customized view of my calendar. This shows me today’s activities and tomorrow’s. The latter is particularly important, because I want to make sure that I take time today to get prepared for tomorrow. This is easily done in Outlook. You simply click on the today’s date on the calendar in the upper right-hand corner of the screen. Hold down the control key and then click on the second day. With this methodology you can even skip weekends, so that on Friday you can view both Friday and Monday’s activities.

Day-at-a-Glance

The other thing I want to be able to view is all my Task Lists. However, I want them grouped by category with the !Today tasks at the top of the list. The way I have my list organized took a little programming.

First, I wanted the list grouped by category. Second, within the category, I wanted the list arranged by whether or not it had been completed. In other words, as I checked each item complete, I wanted it to fall to the bottom of the list and be crossed off. Third, I wanted the uncompleted items to be arranged by priority (with the highest priority items on top), so that I am always focused on what’s most important. Also, I want anything with a due date less than or equal to today to show up on the list. If the item is not yet due, I want to hide it.

It took a good amount of effort to get the filter set correctly. If you’re happy with my arrangment, just follow these steps:

  1. Make sure the Task Pad View is turned on by selecting View | Task Pad.

  2. Now select which tasks you want to display, by selecting View | Task Pad View. Make sure that Today’s Tasks and Include Tasks with No Due Date.

  3. Now Right-click on the grey bar that says TaskPad:

    TaskPad

  4. Click on Customize Current View.

  5. Now click on Filter.

  6. Click on the tab that is labeled SQL. You may need to check the box that says Edit these criteria directly. All other tabs will be unavailable.

  7. Now enter the following SQL code:

    ("DAV:isfolder" = false AND "DAV:ishidden" = false) AND ((("http://schemas.microsoft.com/mapi/id/{00062003-0000-0000-C000-000000000046}/811c000b" = 0 AND ("http://schemas.microsoft.com/mapi/id/{00062003-0000-0000-C000-000000000046}/81050040" IS NULL OR "http://schemas.microsoft.com/mapi/id/{00062003-0000-0000-C000-000000000046}/81050040" <= 'today')) OR %today("http://schemas.microsoft.com/mapi/id/{00062003-0000-0000-C000-000000000046}/810f0040")%))

  8. It’s probably easiest just to copy this to the Windows clipboard and paste it into the dialog box.

That’s all there is to it!

© 2004, Michael S. Hyatt

May 1, 2004 at 09:28 AM in Microsoft Outlook | Permalink

TrackBack

TrackBack URL for this entry:
http://www.typepad.com/t/trackback/24762/835443

Listed below are links to weblogs that reference Day-at-a-Glance in Outlook:

» Aufgabenanzeige in Microsoft Outlook anpassen from Das E-Business Weblog
(Abstract: A hack for Microsoft Outlook similar to one developed by Michael Hyatt which filters the list of tasks displayed in the calendar-view of Microsoft Outlook. German entry follows, English... [Read More]

Tracked on Dec 17, 2004 9:00:40 AM

Comments

An easier method of displaying consecutive days is to press ALT+2 for two days, ALT+3 for three days, etc.

Posted by: Tim | May 1, 2004 6:12:40 PM

Great suggestion. I wasn't aware of that shortcut.

Posted by: Michael Hyatt | May 1, 2004 6:36:36 PM

I'm curious, what's under your "Weekly Review" category?

Posted by: Gary Furash | May 4, 2004 12:37:11 PM

The only thing under my weekly review is a look at the current week, day-by-day. It helps me see what is coming up, so that I can stay one step ahead of things.

Posted by: Michael Hyatt | May 4, 2004 1:27:00 PM

Michael, I love your idea. However, once I get to the filter, I don't have a tab or option for SQL. I'm using OL2000. Is it not available in this version? Thanks for any help.

Posted by: Chip | May 4, 2004 4:05:17 PM

Michael, do you mean you put tasks there that you plan to do that week?

Posted by: Gary Furash | May 4, 2004 7:13:14 PM

I'm not sure about the Outlook 2000 option. Unfortunately, I don't have a copy on my system to try it. You might try building the query manually (using the other tabs), save it, and then see if you have the SQL option. Sorry, I can't be more helpful.

Posted by: Michael Hyatt | May 5, 2004 6:27:38 AM

Gary, with regard to the Weekly Review, no. These are the task items recommended by David Allen in the weekly review process. For example, "1. Gather all loose papers," "2. Process your notes," "3. Review previous calendar data," etc. Maybe I should blog about this.

Posted by: Michael Hyatt | May 5, 2004 6:30:02 AM

What version of Outlook are you using. I have 2003 and I have been unable to find the View/Task Pad View. Thanks! Virginia

Posted by: Virginia | Jan 9, 2005 4:20:43 PM

Whoops, I just found the View/Task Pad View in Outlook 2003. I hadn't pulled the scroll window down far enough! Thank you. Virginia

Posted by: Virginia | Jan 9, 2005 4:23:37 PM

I tied to paste the SQL code into the box but it would not allow me (Outlook 2003). Any hints?

Posted by: Chris | Oct 24, 2005 3:55:44 PM

Michael,
Your SQL code is cut off at the right side, and I can't copy the whole thing. Can you post this another way?

Thanks. Great site!

Posted by: Jonathan | Mar 2, 2006 12:40:08 PM

Post a comment