|Welcome to ProSheets!|
|ProSheets is a personal project management tool that combines Google Sheets, Calendar, and Contacts to provide a GTD-style task tracker that lives in your personal calendar.|
1. Run the Setup script! (ProSheets > Setup)
2. Create a project! A project requires a title, description, type, and a status
3. Create at least one Milestone for that project! A Milestone has a Project, title, description, status, and priority
4. Finally, create your first Task! Each task requires a Project+Milestone association (or N/A), a title, description, start date, and estimate (in days)
Tasks you do not finish will adjust their estimate every morning (they rollover to the next day).
|Make a Copy of this to your Google Drive (File > Make a copy...). Continue setup in your personal version.|
Refresh the window then click the ProSheets Menu option above, then Setup.
The Setup will guide you through granting ProSheets access to your Google services and connecting to your Calendar.
You must grant access to Calendar and Contacts before proceeding!
|* Why Does ProSheets Need Permission to Access My Google Services?|
ProSheets creates contacts for every Project+Milestone and saves them to your Google Contacts. This helps you assign tasks to milestones on-the-go without a proprietary native application -- you just need access to your Google Contacts and Google Calendar!
Speaking of calendars, ProSheets reads and writes tasks to your Calendar, making them easy to find as long as you have a computer or a smartphone with access to your Google account.
* Does ProSheets Communicate With Any 3rd Parties?
Only Google. All data entered into ProSheets belongs to you and you alone have access to it.
* How Do I Enable Calendar API v3 Access?
Tools > Script Editor. When the script editor appears, click on the Resources menu, find Calendar API v3, and switch it to on.
Before clicking OK, click the Google API Console link in the Resources pop-up window.
In the new window, click ENABLE APIS AND SERVICES. Search for Calendar, click the corresponding tile, then enable the API. Go back to the Resources popup, and click OK.
* What Static Elements Are Safe to Modify?
You can change any of the colors or fonts as you please! You can also tweak some stuff in the Constants.gs file under Tools > Script Editor.
Overall, I wouldn't touch much if I were you. But if all hell breaks loose: delete the Calendar assigned to your tasks, the contact ProSheets contact group (and contacts within), and make a new copy of this sheet from the source.
|Task||A task is what appears on your Calendar as an all-day event. Each task belongs to a Milestone, and each Milestone belongs to a Project.|
|Task Event||A Task Event is the Calendar event which corresponds to one of the tasks found in your ProSheets.|
Tasks and Task Events are All-Day types (no times specified), and ProSheets does its best to synchronize your tasks between these two sources.
* Add Tasks from Your Calendar
Using any Calendar software that connects and synchronizes to your Google Calendar, you can create a new ProSheets task by simply making a new Calendar event.
Assign the Event to your task Calendar, title it with the name of the task, enter a description in the Event's description field, provide an end date, and (optionally) assign a Project+Milestone contact.
Valid contacts are generated for you by the Milestones sheet, they will look like this: "Build a Tree House, Draw Up Some Plans"<firstname.lastname@example.org>. (the email addresses are not valid, but they associate to actual Project+Milestone combinations on your ProSheet)
* Edit Tasks from Your Calendar
By editing a task's Event title, description, and start/end dates, you can modify its corresponding values in the Task row.
* Delete Tasks from Your Calendar
When you delete a task Event from your Calendar, it does not remove that row from ProSheets, but it removes the start date and effectively places the task in limbo. Re-start the task by assigning it a start date!
* Receive a Daily Task Agenda
In Google's Calendar settings, you can ask Google to send a daily (or weekly) breakdown of your tasks to your inbox. I prefer a daily run-down.
* See Tasks in Gmail
If using the new Gmail layout, open the Google Calendar pane on the right-hand side and make sure to have your Task Calendar featured among the listed calendars. Your tasks will be visible in the All-Day event section.
* Mark Tasks as Complete
You can mark any task as complete by placing a valid date in the 'Completed On' column. Or complete a Task from the calendar by adding '[close]' (no quotes) to the title and saving the Event.
|Task Calendar||This is the Calendar in which your Tasks will appear.|
I recommend you create a new Calendar specifically for ProSheets task management.
|Project + Milestone||Tasks belong to Milestones, and Milestones belong to Projects.|
Rather than assign independently both a Project and a Milestone to each Task, ProSheets assigns a Project+Milestone (a merger of the two).
|If you're stuck, your ProSheets is FUBAR'd, or if you have a feature request, feel free to reach out to me at...|
|Ranges||This sheet stores some working data required by other sheets.|
|2018-08-14||Bug Fix: Now catches an error if you delete a Project+Milestone contact from your contacts|
Bug Fix: Deleting a task event that does not exist now supported
|2018-08-20||New: Delete Projects and Milestones safely using the new 'Delete' dropdown option.|
This removes the generated contact info for Project+Milestones when you no longer want to work on them. Use this method rather than deleting the row yourself to keep your contact info accurate.
|2018-08-27||New: Project+Milestone List now includes Project titles as well in cases where you want a one-off task which requires no milestone.|
|Priority Matrix||Priorities follow the Eisenhower matrix philosophy. That is, they fall into one of four quadrants based on importance and urgency.|
Currently, the priorities are restricted to Milestones; their child tasks do not in any way reflect the priority of their parents. Sorry 😔
|2018-09-20||Bug Fix: Race condition created by update script should now stop causing problems. Grrr!|
|2018-09-21||Bug Fix: Previous bug fix did not correct the problem entirely. New locking mechanisms prevent simultaneous syncs!|
|2018-09-27||Bug Fix: Accurate dates pulled from calendar again...
Improvement: Delete on calendar now deletes the task row
Improvement: Opening/Closing a task from your calendar updates the estimate to the current date (before, the estimate stayed the same even if you completed the task earlier than estimated)
|2019-01-23||Improvement: Generating the Projects and Project-Milestone lists no longer relies on custom function calls. This should make the generated lists far more reliable.|