April 19, 2023, 5:34pm
With tasks/project lists getting increasingly big and long for everyone, what is your method to surface tasks in fibery? Priorities? Dates? Automations? Custom views?
I suppose a combination of all of the above, and more (fibery does allow for that!), but I am interested in seeing actual best practices and use-cases (I am looking for inspiration
Showcase your experience!
Once I get around to really needing it, mine will be a table view of Tasks:
Filtered by “Assigned to Me” and “Not Completed”
Sorted by “Attention Score”, which is a numeric score that takes into account fields like:
“Status” (e.g. “HOLD”, “BLOCKED”, etc.)
“Days until due” (negative for Days past due)
Color-coded by “Attention Score”
Another approach would be
a customized doc with embedded views for various customized groups/categories of tasks.
April 20, 2023, 10:52am
I am more interested in systems to surface what I should tackle next (out of the many todos I have).
Someone thing like your “attention score” seems very interesting. Do you have a formula for that to share?
No, it is just an idea. But it would be specific to the Task fields, a Formula field something like this:
If( [State].Final=True or [State].Name="HOLD" or [State].Name="DORMANT", -1000,
If( [Blocked], -60, 0 ) +
If( [Priority].Name = "Critical", 100,
If( [Priority].Name = "High", 40,
If( [Priority].Name = "Medium", 20,
- [Days Until Due]*2
There is room for a lot more nuance, of course.