Recurring Task/Subtask Lists
I would like to set up a list that contains a header (or task) and list of subtasks. (I would like to set things up this way so I can collapse the subtasks.) I would like to check off the subtasks as I go through the day. And I would like the entire list to recur every day. For example:
As I eat breakfast, I check it off; etc. The next day, the entire list appears again.
What would be the best way to do this?
Asked by Dan Boisvert on Dec 06, 2012 - 15:25
The best way would be to type *Healthy Habits as the main task name. Adding the asterisk in front of it would remove the check box and make a header out of this task.
Next, simply set all tasks below as sub-tasks of this header. To set a subtask you can use the arrow icons on he right side of the task input box or the keyboard shortcuts Ctrl+RightArrow and Ctrl+LeftArrow to indent/unindent a task which adding or editing it.
Each sub-task can have a date: "every day" so once you check it off it will become due tomorrow.
If "*Healthy Habits" will have an asterisk at the front, then please don't add any due date to it as you won't be able to check it off anyway (a header won't have a checbox). If you want to check off "Healthy Habits" in general, then don't add an asterisk and you can add a due date to it.
It depends on what you want to do with this task. It's not required to set any due date for it as the subtask will recur independently according to their own due dates regardless of what or if their parent task has a due date.
David, thank you, but I'm still a bit confused. I don't really care if I specifically check off the header/task 'Healthy Habits' every day. (So I'm fine leaving it as a header.) But I would want the header 'Healthy Habits' to show up every day, since I want to be able to collapse its subtasks in the Today/7 Days views. In other words, I want to be able to check off the subtasks each day, but I want to be able to collapse these subtasks every day under the header 'Healthy Habits'.
So: if I leave 'Healthy Habits' as a header and set each of its subtasks to recur every day, will the subtasks appear every day under their header?
Within the project view, the sub-tasks will be under the parent task and you'll be able to collapse them. On the "today" or "7 days" view, all tasks with the due date of today will be displayed regardless of their indent level, so all sub-tasks will be shown as regular tasks.
If the header won't have a due date, it won't show there at all. If it would also have a due date, it will show up as well with an option to collapse or expand its sub-tasks, but each sub-task would still be shown by itself of this list.
The alternative way to show all sub-tasks while having a reference to the "Healthy Habits" would be to simply create a new project or sub-project and call the project "Healthy Habits". This way, on the "7 days" view, you would see the name of the project on the right side which would be "Healthy Habits" and you wouldn't have to create the header at all.
Thanks, David. Since I would most want to minimize the clutter in my Today/7Day task lists, I'm not sure any of these would help. It sounds to me like the best workaround is this:
Create *Healthy Habits header and recur every day;
Create the subtasks with no due dates;
Check off the subtasks as I do them each day;
At the end of the day, uncheck the subtasks and "postpone" the header so the header and subtasks are moved to the next day.
Hopefully, this will work.
Thank you for your help, David, as always.
Yes, this will also work as it will only show the parent task on your 7 days list due to the lack of dates for the sub-tasks, however, it would be a better idea not to add the asterisk in the "Healthy Habits" parent task otherwise it won't have a checkbox. Sub-tasks can be created under any task, it doesn't have to be a header.