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VueMinder Calendar Help - Task List

Current as of Version 7.1.0

Overview

The Task List displays a list of tasks that are due within a specified date range. Tasks that have no due date will be also be listed. The Task List also shows search results. To open a task in the Task Editor, double-click its row.

Date Range

The displayed date range can be adjusted by selecting a pre-defined range from the date range drop-down list, or by manually entering a start and end date. Tasks that have no associated due date will always be listed, regardless of the specified date range. The following pre-defined date ranges can be selected:

• Today - The list will show tasks that are due on today's date.
• The next 7 days - The list will show tasks that are due in the next 7 days.
• The next 14 days - The list will show tasks that are due in the next 14 days.
• The next 31 days - The list will show tasks that are due in the next 31 days.
• The next 90 days - The list will show tasks that are due in the next 90 days.
• The next 180 days - The list will show tasks that are due in the next 180 days.
• This calendar month - The list will show tasks that are due in the current month.
• This calendar year - The list will show tasks that are due in the current year.
• A range of dates - The list will show tasks that are due within a specified date range.
• The selected dates - The list will show tasks that are due on the days selected in the Calendar View or Navigation Pane.

Columns

The displayed columns can be customized by clicking the List button and selecting columns from the Columns submenu, or by right-clicking the column header. A list of columns will be displayed where columns can be toggled on or off. Columns that are displayed will have checkmarks.

The following columns can be displayed:

• Completed - This column contains checkboxes. To mark a task as completed, click the checkbox. Depending on whether the View menu is set to hide or display completed tasks, the clicked row will either be removed from display or will change its appearance to indicate the task is completed.
  
• Task - This column contains task titles. Times will also be shown for tasks that have associated starting times.
• Due - This column contains task due dates. The date/time format of this column is controlled by a Calendar Option.
• Duration - This column contains task durations. It will be blank for tasks that don't have a duration specified.
• Repeat - This column contains the a description of repeating task intervals, when applicable.
• Reminder - This column contains task reminder statuses. The status will indicate whether the reminder was dismissed, when it will be displayed, or when an email or text message was sent. The status text will vary based on the reminder type. The status will be blank for tasks that have no associated reminder(s).
  
• Category - This column contains the category associated with a task. Multiple categories will be separated with semicolons.
• Priority - This column contains the priority associated with a task. For easier sorting, the priority will begin with a number between 1 (highest priority) and 10 (lowest priority).
• Details - This column contains additional task details. Any additional formatting or non-text content will not be shown here.

Grouping Rows

To group similar rows, based on column value, right-click the column header and select the "Show Group By Box" command. Next, drag the column you'd like to use for grouping into the box at the top of the list. For example, if you want to group tasks based on associated priority, drag the Priority column header into the box. The list will update to group the rows together. Grouped rows can be expanded or collapsed by clicking the expansion indicator. A description of the grouped rows, and total row count for each grouping, will be displayed next to the expansion indicator.

To group by additional columns, drag the desired column header into the Group By box. Complex nested groupings can be defined by dragging multiple columns into the Group By box. To remove the grouping for a column, drag the column name out of the Group By box. If all columns are dragged out of the Group By box, rows will no longer be grouped. Note, toggling off the Show Group By Box menu option while rows are grouped will not remove the grouping. It will only cause the Group By Box to be hidden. The Group By Box needs to be visible in order to add or remove row groupings.

Changing the Column Order

You can adjust the column order by clicking a column header and dragging that header to a different location. An arrow will display indicating where the column will be positioned. The column order is saved whenever it is changed, so the next time VueMinder Calendar starts, the column order will match what was most recently defined. In the example below, the Priority column is moved to the left of the Task column.

Click the column and drag it to another location:

After releasing the mouse button, the column is moved:

Searching for Tasks

To search for tasks within the currently selected date range, type the desired search term in the Search box and press the Enter key. Previous search terms can also be selected from a drop-down list in the Search box. After commanding the search, a tab will be added at the bottom of the list, and the list will update to show only the tasks (if any) that were found containing the search words.

You can command multiple searches, and each search will be added as a separate tab. The searched date range can also be adjusted via the date range controls, and the search will be automatically refreshed to show tasks within the new date range. To remove a search tab, click the tab's X button to close it. If all search tabs are closed, the full task list will be displayed.

Filtering Columns

Each column header contains a filtering icon. If the column is not being filtered, the icon will display as an empty filter or funnel. When filtering is active, the icon will change to be filled in. When the filtering icon is clicked, you can choose to filter rows based on the content of the column. Note, this filtering is independent of any filtering performed in the Calendar Items area. Those filters take priority over the filtering in the Task List.

Basic Filtering

The following filtering selections are available. Uncheck an item to filter it.

• (All) - No filtering for the column.
• (Blanks) - Only rows with blank cells in the selected column will be displayed.
• Value - The values for each row will be displayed in the filter list. Uncheck a value to remove it from the displayed event list.

Advanced Filtering

Advanced filters can be specified on some columns by expanding the Text Filters menu.

Selecting any of these advanced filtering commands will result in a filtering dialog being displayed, where one or more custom filtering conditions can be specified. Use the Operator and Operand values to define the filter. Click the "Add Condition" button to make a compound filter. After a column is filtered, its icon will change to be solid, as shown in the example below. Multiple columns can be filtered at the same time. To clear the filter, click the filter icon and select the "All" option.

Saving and Loading Filters

The currently applied filter can be saved to a file, or a previously saved filter can be loaded and applied. The saved or loaded filters will apply to all columns, so whether you have a simple filter on one column, or complex custom filters on multiple columns, the complete filtering criteria will be saved or loaded. To reset the filter back to the factory default, click the Reset Filter command.

Export List

The contents of the current list can be exported to a Microsoft Excel formatted (.xls) file by clicking List button and selecting the Export to Excel command.

The current list will be exported to the specified file name. If the file already exists, you will be prompted to overwrite it. If you have Microsoft Excel or another program capable of opening Microsoft Excel formatted files, you can choose to view the exported file after the export has been completed.

This is an example of how the exported list appears when opened in Microsoft Excel 2010. Note the first column is the Complete column. If a row is checked in the list, its Completed value will export as TRUE.

Context Menu

When a task row is right-clicked, a context menu will display. The available commands are the same as the commands accessible from the right-click context menu of the Calendar View, and are explained in more detail there.

When clicking an empty row, the same menu that appears when the List button is clicked (in the upper-right corner of the Task List) will be shown. This menu allows columns to be shown/hidden, filters saved/loaded, or the list exported to Excel. These operations are described above.

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