matnewman.com

Lotus Organizer planner views in Notes - OF COURSE you can do that ... it’s Notes!

Mat Newman  April 20 2011 23:38:54
A pet project of mine over the last few years has been to replicate the 'Planner' view from Lotus Organizer inside Lotus Notes.  Combined with this is an organisational system that I use to keep track of everything I'm involved in.



The Concepts


As a huge fan of David Allen and his 'getting things done' methodology, I have been working within an organisational system that enables the classification and execution of the 'things' you do.  Every day you spend time doing 'things'.  You may do a number of different 'things' on the same day - or different days - that can be grouped together that need to be executed before a deadline, and those deadlines may also grouped together since they are somehow related.

Thus, the system I work within uses 'Projects' to identify the different types of work I am undertaking at any one time.  Within a Project I may need to execute certain things within a deadline, which identifies a Task.  A Task may need an Action, or a number of Actions to be completed before the task deadline is reached.

Within this framework, Actions are the items appearing on my calendar at a particular time that require a dedicated period of time to complete.  For example: today I needed to create some VM's for a class.  That action was scheduled on my calendar.  The Action to create the VM's was part of the 'Class Preparation' Task. Other items on this Task include room set-up, confirming participants and ordering courseware.  Each separate Task may need multiple Actions to complete that task.

The 'Class Preparation' Task was one of many items that have deadlines for me to deliver training for a customer. Other tasks included 'Planning', 'Delivery' and 'Follow Up'.  Each of these Tasks are grouped together under the "Lotus Admin Training for Customer X" Project.

I keep track of the project time line to identify what 'Projects' I am involved with at any one time using my Lotus Notes/Organizer planner view.  It's the 'Projects' that I show in my Planner, since the type of work I am undertaking will determine whether I can get involved in another project at the same time.  I use the Projects view on the Planner to identify that if I am attending a conference, it will be highly unlikely that I will be able to undertake education, development or consulting work at the same time.

The Database


So that's what you see in the Notes Database I have attached below.  The 'Planner' view shows Projects.  The Calendar\Today view shows Tasks/Actions coming up today, in addition to all the Tasks assigned to the current user.  The Calendar\Calendar view only shows the Tasks/Actions in a calendar display.  The 'Tasks By' view's are self-explanatory.

Note, the 'Calendar', 'Planner' and 'Tasks by' headings don't have Twisties to expand/collapse the section headings, click at the start of those entries to see the details below.

Development


This application is designed entirely utilising 'Notes Classic' methods.  There is NOT an XPage or Wisdl or composite anywhere in sight!  That's not to say that this sample could not be completed using those technologies, but quite simply I am a Linux user (Ubuntu x32 and x64 10.10 on two Thinkpads) and I have Notes 7 Designer stable and 100% available to me under Wine, while DDE 8.5.* under Wine is less than perfect.  I have gotten it running, but hey - Notes 7 Designer works ALL the time under Wine!

The concepts and layouts all originated in Lotus Organizer.  The latest interface was a goal I wanted to achieve after playing with Adam Brown's iPad and setting myself the task of trying to make a 'classic' Notes interface as visually appealing.

The formulas to calculate the start dates for each of the months in the Planner view were originally written in formula language after concepts I adapted using "Zeller's congruence" and then translated into Lotusscript.

This Database can be utilised however you wish.  Note, it's not perfect.  It's NOT what I would publish as a Project on OpenNTF because it's always been a 'work in progress' and I'm not entirely happy with it's production readiness.  There are quite a few tweaks that I would like to make - like the colour selection for the projects form, and the colour profile document for the planner view - before I even thought of publishing it on OpenNTF.

Anyway, it's one of my 'of Course Notes can do that' databases, and a post on Twitter earlier this morning prompted me to share, so here you are, Lotus Organizer planner view inside Lotus Notes.

Enjoy :-)

MatProjects.nsf
 
Comments

1John Rowland  04/21/2011 0:31:30  
Lotus Organizer planner views in Notes - OF COURSE you can do that ... it’s Notes!

Mat -

I appreciate the value you always bring to the game with things like this. Thanks!

John Rowland

2Richard Shergold  04/21/2011 0:40:49  
Lotus Organizer planner views in Notes - OF COURSE you can do that ... it’s Notes!

That's excellent. Thanks for sharing that Mat.

3Craig Wiseman  04/21/2011 1:07:55  
Lotus Organizer planner views in Notes - OF COURSE you can do that ... it’s Notes!

Thanks awesome!

Re: WINE & DDE 8.5x. From my experience on Win7 and WinXP, I'm not sure that WINE is the root of your stability issues.

4Christian Tillmanns  04/21/2011 3:26:49  
Lotus Organizer planner views in Notes - OF COURSE you can do that ... it’s Notes!

Thanks a lot. That looks just great.

That is the best design I have seen a long time in Notes.

5Dan Soares  04/21/2011 3:34:43  
Lotus Organizer planner views in Notes - OF COURSE you can do that ... it’s Notes!

Thanks Mat. Great job !

Dan

6Mat Newman

04/21/2011 7:36:22  Thanks

Thanks for all the kind comments guys, it's appreciated.

One day I'll finish it, integrate properly into the calendar, get the project date and status stuff finished off, and maybe then it will be ready for OpenNTF.

@3: Craig; it's the Java stuff that tends to cause the DDE issues under Wine, I just can't seem to nail down the errors when I execute from the console to trace. Moving target. Just when I believe I've got it sorted something else pops up! Admin is rock solid (especially under x32), just hoping that Admin isn't ported to Eclipse any time soon ;-)

Mat Newman IBM Champion

7Keith Brooks  04/21/2011 11:39:45  
Lotus Organizer planner views in Notes - OF COURSE you can do that ... it’s Notes!

nice, now if we can just port the rest of organizer into notes I'd be a happy man. Love it!

8Laura Wise  04/21/2011 14:23:34  
Lotus Organizer planner views in Notes - OF COURSE you can do that ... it’s Notes!

Lovin' how you work that Notes magic!

9John Willemse  04/21/2011 17:26:22  
Lotus Organizer planner views in Notes - OF COURSE you can do that ... it’s Notes!

Nice product I will have a look at it here.

John

10Mat Newman

04/22/2011 7:33:51  Lotus Organizer planner views in Notes - OF COURSE you can do that ... it’s Notes!

@Laura & @John, Thanks!

@Keith: Organizer really had some great features, if only somone from the Organizer team at Lotus had've pushed harder to make the products more similar, especially after dropping development at Millenium edition of SmartSuite. It's still not that hard to include some of the features of Organizer into Notes, as this demo shows.

Mat Newman IBM Champion

11Marty Buckley  05/02/2011 9:27:22  
Lotus Notes Organizer planner views...

Nice work Matt - Looking forward to the xPages version! :)

Marty

12Nick Halliwell  07/10/2012 15:37:00  
Lotus Organizer planner views in Notes - OF COURSE you can do that ... it’s Notes!

Brilliant bit of programming and so much more so cause there is no xpages, well done Mat.

13Mat Newman

07/12/2012 7:23:46  Lotus Organizer planner views in Notes - OF COURSE you can do that ... it’s Notes!

@12, Nick: Thanks mate :-)

Mat Newman IBM Champion

14Daniel  08/22/2012 0:04:42  
Lotus Organizer planner views in Notes - OF COURSE you can do that ... it’s Notes!

Very nice work - looks much better as the LN 8.5 design.

Any way to import old .or5 files into it??

thx Mat.

15Lauie  12/06/2012 9:26:30  
Lotus Organizer Planner

How do I get my lotus notes calendar over to my lotus notes organizer calendar?

16Cid  04/04/2013 23:01:07  
Lotus Organizer planner views in Notes - OF COURSE you can do that ... it’s Notes!

Matt, I downloaded the version MatProjects.nsf, I use Lotus Notes 8.5. I can not add or change the status of tasks. How do?

Thanks for your attention.

Cid

17Mat Newman

05/29/2013 12:59:14  Lotus Organizer planner views in Notes - OF COURSE you can do that ... it’s Notes!

@14, Daniel: No, sorry you can't import Organizer files into the database. However - if you can get your hands on a version of Organizer 5GS that will work on your computer, you *CAN* sync an Organizer file with your Lotus Notes calendar using the Sync tool that came with OR5GS. Hope this helps.

Mat Newman IBM Champion

18Mat Newman

05/29/2013 13:02:57  Lotus Organizer planner views in Notes - OF COURSE you can do that ... it’s Notes!

@15, Lauie: There is no synchronisation between the sample planner application and your personal Notes calendar.

Mat Newman IBM Champion

Mat Newman

THE Lotus Notes Guy. Productivity Guru. Social Evangelist. IBM Champion for IBM Collaboration Solutions, 2011/2012/2013. IBMer. Views are my own.

#GetProductive #GetLotusNotes

Mat Newman

New to IBM Lotus Notes? START HERE



I'm attending. IBM Software.
      Lotusphere 2012. Business. Made Social. January 15 - 19. Orlando,
      FL. Drive Adoption for IBM Connections



Home  | 

Get Serious. Get Domino.