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custom-task-attributes-dialog

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Custom Task Attributes Dialog

(Menu Bar > View > Custom Task Attributes).

This dialog can also be accessed by right-clicking the column header in Task Tree or List View selecting Custom Task Attributes.

Each task has a set of built-in attributes, calculated attributes, and custom/user-defined attributes. This page allows for definition of custom attributes which can then be applied to each task.

To create a new custom attribute, click the Plus icon at the top of the page. To edit an existing attribute name, click the Pencil icon. To delete an attribute field, click the X icon.

New attributes always get added to the bottom of the list. Next to the New/Edit/Delete icons are up/down arrows to change the order of the fields. The order in the list is the order in which the fields are displayed in the grid and the edit area. For example, if you create date fields for SentToClient and ReceivedFromClient, it might make sense to change the order of the display depending on your workflow.

When you create a new attribute, the cursor goes to the Attribute Label field. This is the text that displays in the labels in the grid and edit area.

TIP After entering the label for a new attribute, hit the Enter key to enter details. If you use Tab the cursor will move to the top label.

All custom fields display in the grid and in edit fields. This cannot be changed.

Attribute Details

Unique ID
After entering the label for a new attribute, a Unique ID name is suggested. This begins with “cust_” (for Custom) and ends with a lowercase version of the attribute label. So “Received Date” generates “cust_receiveddate”. This is the internal ID for the field that will be used in all task detail. You will probably never see it unless you're transforming or exporting data. You can change this to anything else, but it's best to follow the 'cust_' pattern. Do not enter a space character in this field.

Data Type
Currently supported types are:

  • Text
    Any entered text is allowed but remember that the entry/display width for a field is only about 14 characters.
  • Number (whole)
    This is an integer, for fields like a number of people, number of books, or other solid objects.
  • Number (fractional)
    Floating point currency, hours and minutes (2.5 hours = 2 hours 30 minutes), etc.
  • Date
    Causes a calendar to display for date entry. Dates also have a checkbox, when left unchecked the date does not appear in the grid. (See Features below for Time.)
  • Checkbox
    Simple yes/no value for data like “Emailed”, “In Production”, “Verified”, etc.
  • Icon
    Works just like standard ToDoList icons.

Column Title
The Attribute Label provides the default text for the grid column header and for the edit field label. The Column Title field is an override just for the grid. Column widths in the grid might need to be optimized and one way to do this is by changing the size of the title/header.

The Column Title field includes a dropdown selector for special characters. Only a small list is provided here but here is a tip to get more special characters in that field: Find a special symbol in a web page, copy/paste it into this field. So for example, the star symbol isn't in the list, but if you enter or find the ☆ code in a web page you can copy the resulting “☆” into this field. There may be limitations to this…

Alignment
Set to Left, Centre, or Right to justify your field.

Features
This setting allows for some customization of a specific Data Type.

  • The Sortable option can be selected for All data types. This activates the column header to allow for clickable sorting. Note that even when this is disabled, you can still sort a custom column from menu>Sort By.
  • For numbers, set to Accumulated, or Maximum, or Minimum, so that parent tasks get values based on their sub-tasks. For example, consider a parent task with two sub-tasks, with custom values of 2 and 3. The Accumulated value shown for the parent is 5. The Minimum in the parent is 2. OR The Maximum value shown for the parent is 3.
  • For numbers you can also check or uncheck Hide Zero Values. When checked, all unassigned values will display as “0”.
  • Dates also have a Minimum and Maximum setting for parent tasks.
  • Dates also have a Show Time checkbox. When this is not set, the time still displays in the grid but always as 12:00am. When set, a new field displays next to the edit field, simply labeled “Time”. This field is inactive until a date is entered and that field is checked/active. The time value clears if a new date is entered. There is not yet an option for a Time-Only data type.

List Type
Any field can be selected from a dropdown list, or the field can be “Not a list”. There are four kinds of lists

  • Fixed Data, Single Selection
  • Fixed Data Multi-Selection
  • Dynamic Data, Single Selection
  • Dynamic Data Multi-Selection

See menu>Tools>Preferences>Taks>Defaults>Dynamic Droplists for lists for standard fields such as Categories or Statuses. If you check “Make this list read-only” those lists become Fixed, and during data entry new values cannot be assigned. If that is unchecked, those lists become Dynamic, and during data entry new values can be saved into the default list for that tasklist.

With custom attribute data types, Text and Nummber can have Fixed or Dynamic list types, Icon must be Fixed-only, and with Date and Checkbox there is no option for a list.

By default, custom attributes are Single-Selection; they can only have one value. But for those that support a list type, the Multi-Selection option can be selected to allow more than one data value to be assigned to the field.

Default Data
This is only active for Lists. Fixed Data lists are maintained here. Dynamic Data lists are also maintained here, but dynamic data added to a list is not available here for review. That data can only be modified in the tasklist itself. The special character button (∑ icon) is the same as for the Column Title field, described above.

The icon button is only active for the Icon Data Type. Select multiple consecutive icons by clicking one, then holding the shift key and clicking another one - all icons in that range are selected. Select multiple non-consecutive icons by selecting one and then holding the control key to select each of the others. Optionally type text after each button to have this appear in the droplist. eg. 27:My Category

Import Button

To copy custom attributes from one tasklist to another:

  • Save the list with the fields.
  • Open the second list.
  • In the second list, open this Custom Task Attributes page.
  • Click Import.
  • Select the .tdl file for the first list.
  • Click Open.

Only the custom fields are retrieved into the current list. Modify the fields or click OK to accept as-is and update the grid and edit area.

custom-task-attributes-dialog.1475383708.txt.gz · Last modified: 2016/10/02 04:48 by admin