Prioritize Your Projects
Overview
Now that you have all of your projects in a
system you trust, having a way to see the lay of the land and
easily prioritize your projects is another step towards success
and less stress. The Projects Whiteboard is the place in
Foresight to do this.
Setup / Configuration
The Projects Whiteboard requires no setup.
Using
The Projects Whiteboard gives you three toolbar
buttons that allow you to:
- Add a project.
- Note: The Category drop-down box must be
set to "All" in order for the Add toolbar button to be
enabled.
- Delete a project.
- Open the
Assign Tasks to
Projects window.
In addition, the Projects Whiteboard gives you an overview of
what you are working on. It allows you to arrange your
projects the way you want -- in an order that
makes sense to you and works for the time present. As things change, you can revisit this window and
re-arrange as needed.
It consists of 6 columns of information,
including:
- Bullet (placeholder)
- Project Name or Subject (the project's title or
description)
- Priority
- Notes Icon
- Due Date
Arrange Projects
To arrange your projects, simply drag and drop them by
clicking and holding on the Project Name and dragging it up or
down. Notes
- Completed projects cannot be moved.
- Projects are displayed in the order you
place them in, and want them in (see below).
- Projects cannot be turned into, or
contain, sub-projects. To create a sub-project, simply
modify the subject (name) of the project to reflect that it
is a sub-project. For example, your master project
might be called "Software Marketing Project" and one of its
sub-projects might be called "Software Marketing Project -
Web Site Data Collection."
Helping With a Little Foresight
The Project Whiteboard only shows projects the
way you have arranged them. It does not sort projects in
any other way. However, it will assist you
these ways: Fix Project Due Date
If you drag & drop a project, and that
project's due date is not equal to or later than the project
above it, you will be presented with this window to help you
think about and fix the due date, if you want to:
Project Priority
When you drag and drop a project, that
project's priority will be changed to match the priority of the
project right above it. |
