This screen is where you plan and review your projects. The screen is divided vertically into two parts. The left part is the project tree (explorer) and the right part displays the details of either a project/sub-project or an action depending on what is selected on the tree. When expanded the project tree shows sub-projects and actions under each project.
In the tree explorer, there are 4 tabs:
To navigate in the project tree, you can use the mouse or the up and down arrows keys. To navigate in the detail part, you can use the mouse or the Tab, Shift+Tab keys. To navigate between the 2 parts, you can use the F5 key or the mouse.
Order
Initially the projects, sub-projects and actions are sorted in the order they were entered. You can change that order by:
Add Action and Add Project operations work from anywhere in the 2 parts. The action or project will be added within the project the action or project previously selected is.
An action created under an existing project will take the priority of that project. A sub-project created under an existing project will take the priority of that project.
To perform all operations except Add Action and Add Project, you need to select the project node and either use the right-click menu or the Shortcut Key assigned to the operation. You can also use the Add Action, Add Project or Show/Hide Done buttons.
Except for Edit, Add action and Add project, all other operations can be performed to more than one project at the time. Just hold the Shift or Command key while selecting them.
EditOnce you have selected a project, sub-project or action on the tree part, you can move to its description by using the Edit menu option or the Enter key. The cursor is then positioned at the end of the description.
The display of the following fields is configurable:
Expand All/Collapse All: tree expansion
The project/sub-project expands and the subtasks are listed under the project/sub-project. You can expand
all projects by selecting the top node "Projects". To perform the same operation, you can also
click on the expansion symbol on the left of the project node.
Add action
This operation adds an inactive action under the selected subtask. You can change the default
status of that action under
Project Preferences.
The whole action description is selected to allow you to type directly the action description.
Add project
This operation adds a sub-project under the selected subtask. The whole
project description is selected to allow you to type directly the project description.
Copy, Cut and Paste functionality
You can copy, cut and paste projects (and their actions) to a different project. You can also change a
sub-project to be a stand alone project by cutting and pasting it under the Projects node. Similarly,
you can cut and paste a project under another project, changing it to a sub-project. If you copy/cut and
paste a project or sub-project, all subtasks are copied/moved too. These operations can be done between
Tabs too.
Move project
You can move a project or sub-project by selecting it and using this operation to move it up or down
within the project it is in.
Export Template
This function exports the selected project or sub-project into a separate file.
You can then share this file with other TR users, within your team or with the
TR community through the TR website. A file with the extension .trpt is created. This is
the file the other users will need to import using the Import Project Template function.
Others
Change Topic: combo is displayed to select the new topic.
Delete: you can delete a project or sub-project. A confirmation is required.
Please note that there are no limits to sub-project nesting, i.e. a sub-project can include sub-projects, etc. but it is recommended not to use more than a few levels.
To perform operations, you need to select the action node and either use the right-click menu or the Shortcut Key assigned to the operation. You can also use the Add Action, Add Project, Reprocess or Convert to Project buttons.
Except for Edit, all other operations can be performed to more than one action at the time. Just hold the Shift or Command key while selecting them.
EditAn action can be edited by selecting it from the project tree once the project/sub-project has been expanded. You can then:
Convert to project
Use this operation if you decide that this action should be decomposed into more than one action. A project (if single action) or
a sub-project is then created automatically with the original action's description as the project/sub-project's description.
The action's notes, topic, priority and due date are also copied to the project/sub-project. The original action is the first action of
the project/sub-project.
Reprocess
The action will be sent back to the top of the unprocessed thoughts. If you select Reprocess Now, the application will navigate to the
Process Thoughts
screen with the initial thought for that action displayed.
Copy and Cut functionality
You can copy, cut and paste actions to a different project. These operations can be done between Tabs too. When you copy an action, the
original thought is not copied across to the new action.
Add action
This operation adds an inactive action under the selected subtask. You can change the default
status of that action under
Project Preferences.
The whole action description is selected to allow you to type directly the action description.
Add project
This operation adds a sub-project under the selected subtask. The whole
project description is selected to allow you to type directly the project description.
Set Done
This function sets the action to done. It is very useful if you want to set multiple actions to done.
Postpone Action Date
This function increases the action date by the number of periods specified:
Move action
You can move an action by selecting it and using this operation to move it up or down within the project it is in.
Others
Change Topic: combo is displayed to select the new topic.
Change Context: combo is displayed to select the new context.
Delete: you can delete an action. A confirmation is required.
The possible operations are described below in the order of the buttons from left to right. When insertion occurs, it happens at the cursor position. Copy/Cut and paste of text can be done through the standard shortcut keys Command+C, Command+V and Command+P.