NovaMind News

There are many new features in the task reporting features of NovaMind 5, such as live update of data, exporting to CSV files, live inline editing of task information, and sorting of results. This is available in the Platinum edition of NovaMind 5.

You can access the task reports using the Task Reports button on the Task Settings inspector, or from the Window menu item.

The Task Reporting Panel

All the items on the report panel are updated live, so you can leave the panel showing while you edit your Mind Map, and the filtering, sorting, and data values will be updated live.

Here is an explanation of the filtering options:

• Complete: When checked, the report will be filtered based on the option beside it. Filtering by complete=Yes will show you any tasks which are at 100% complete. Filtering by complete=No will show you any tasks that have a percentage complete for the task (0% or more), but are less than 100% done.
• Overdue: When filtering by Overdue=Yes, you will see all the topics where there is an end date defined for the task, and the end date is after the date and time right now, and either there is no task % complete information for the topic, or the % complete is less than 100%.

  When filtering by Overdue=No, you will see all the topics where there is an end date defined for the tast, and the end date is less than or equal to the current date and time, and either there is no task % complete information for the topic, or the % complete is less than 100%.

• In Progress: When filtering by In Progress=Yes, you will see all the tasks that have a percentage complete of 0% or more, but less than 100%. Note the 0% – a task is not said to be in progress when you have no percentage complete, but where the percentage complete is set to zero, it is thought to be in progress because you have registered that you have started the task even though nothing concrete has been accomplished yet.

  When filtering by In Progress=No, you will see all the tasks that have no percentage complete, or the percentage complete is 100%. As per the above explanation, tasks with 0% complete will not be shown when filtering to show tasks that are not in progress.

• Min Priority: When filtering by minimum priority, all tasks with a priority greater than or equal to the specified priority will be shown in the report.
• Max Priority: When filtering by maximum priority, all tasks with a priority less than or equal to the specified priority will be shown in the report.
• Due to start in: When filtering by the tasks due to start in a certain number of days, only the tasks that are due to start after the date and time right now, and the specified number of days away will be shown in the report.
• Selected Resources: You can either choose to show the tasks no matter who is assigned to them, or you can select as many resources as you want to filter the results. When filtering by selected resources, only the tasks which have been assigned to the selected resources will be included in the report.

You can filter on as many of the different attributes as you like, all at the same time. Your filter settings are remembered in your preferences for all the left side filters, so you don’t need to set them all up again next time you start NovaMind, or work on a different Mind map.

Sorting results:

You can sort the results by clicking on any of the headers of the table to sort on that field. Note that we have implemented a special three state sorting where clicking on the table title will switch between sorting ascending on that column, sorting descending on that column, or not sorting at all. When you don’t sort at all, the results will be in the natural order of the Mind Map – i.e. the order that they would be numbered if they had outline numbers showing.

Results Sorted by Priority

Just a special note about the duration sorting: the sorting on the duration column works based on the actual length of time, so if you have a duration of 8 days and another duration of 1 week, the duration of 1 week would come before 8 days when sorting in ascending order.

Working with columns:

You can show and hide columns from your report by right clicking on the table to see the context menu like this:

Showing and Hiding Columns

Select one of the menu items to hide the column if it was showing, or to show it if it was hidden.

You can reorder the columns just by dragging them into the order you want them in.

You can resize the columns as desired. Note that the only column that will wrap its contents is the Topic / Task column.

Editing data:

With the exception of the actual name of the task, all the other columns are editable.

This means that you have full editing of the task information for all the displayed information.

For some data, like the priority and percentage complete, editing is in place:

Inline Editing of Task Data

For the more complex data, we need special popup editors to edit the information:

Popup Editors for editing Task Data

Editing Start Date in the Reports Panel

The same editing and value rules apply here as apply if you are editing the values in the inspector.

Note that if you have filtered your results and your edited data means that your topic no longer complies with the filter conditions, the edit will be applied, and the topic will disappear from the results. For example, if you were filtering on tasks that were complete, and you changed the percentage complete to be 95%, then it would no longer be displayed in your report.

Exporting your data:

You can export the data from your report to CSV (comma separated values). Only the data that is shown in the results table will be exported, and only the columns that you have showing at the time. The export will also honor your sort order.

CSV files can be read by many programs, including in particular spreadsheet programs such as Microsoft Excel.

Note that the specification for CSV files is very loose, and it doesn’t even have a standardized way of representing dates, so we just export the data as it appears on your screen. Most programs that import CSV files have options for interpreting things like percentages and dates, if they need to turn them into their raw data types to work with them.

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Tags: Mind Mapping, novamind 5, Project Planning, task planning, task reporting

This entry was posted on Thursday, July 22nd, 2010 at 2:46 am and is filed under Announcements, Mind Mapping Articles, NovaMind for MacOS X. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.