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📌 YOUR ULTIMATE PROJECT PLANNING HUB:
Get a bird’s-eye view of your tasks and projects, manage weekly and daily deadlines, and tackle unscheduled goals with ease. With spaces for a task manager, meeting notes, goals, milestones, and a calendar, plus time blocking and tracking, you’ll stay organized and on top of every detail.
It’s like having a personal project manager right at your fingertips—because you deserve a plan that’s as dynamic as you are!
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Check-In
daily summary
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Potential Bottlenecks Analysis:
- Time blocking and tracking in separate databases could make it difficult to correlate planned vs actual time spent
- Project Goals and Milestones being separate might create disconnect in tracking progress
- Multiple overlapping task views may cause confusion between Task Manager, Unscheduled Tasks, and Calendar sections
- Multiple database views of tasks across different sections could lead to task duplication
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Implementation Steps:
- Property additions to Task Manager database:- Add "Task Type" multi-select property with values:
• Project Task
• Meeting Task
• Goal-related
• Routine
• Unscheduled
• Time Block- Add "Source/Related To" relation property that can link to:
• Projects (from project tracker)
• Meetings
• Goals- Add "Dashboard View" select property with options:
• Daily Summary
• Due Today
• Weekly Overview
• Calendar
• Unscheduled
• All Tasks
- Dashboard View Implementation:
- Create a new database view specifically for the Dashboard:
• Configure to show only high-priority tasks
• Group by project or category
• Use compact view for at-a-glance information
• Include status, priority score, due date, and source columns
- Add filters to show:
• Only active tasks (not completed)
• Only tasks marked for "Dashboard View"
• Tasks due within the next 7 days or with priority score > 50
- Create color conditions based on priority score:
• 80-100: Red (urgent/critical)
• 50-79: Orange (important)
• 30-49: Yellow (moderate)
• 0-29: Green (low priority)
The key difference between the Dashboard View and Daily Summary:
- Dashboard View: Provides a strategic overview of all high-priority tasks across projects, organized by importance rather than just time. Shows the "big picture" with emphasis on what needs attention most urgently.
- Daily Summary: Focuses specifically on today's activities and accomplishments, serving as a daily check-in point rather than a strategic overview. More tactical and time-based.
Think of the Dashboard as your project control center while the Daily Summary is your daily journal of activity. The Dashboard helps with decision-making about where to focus efforts across all projects, while Daily Summary tracks what was actually done each day.
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Implementation example: You could implement this by adding a custom view to your Task Manager database that shows:
- A kanban board grouped by project
- Tasks filtered by Priority Score > 50 OR Due within 7 days
- Color coding based on the Priority Score formula
- Cards showing assigned person, due date, and priority score
The Priority Score is a formula that automatically calculates how important or urgent a task is based on several factors. It creates a numerical value (from 0-100+) that helps you see at a glance which tasks need your attention most.
Here's how the Priority Score works:
1. Deadline Proximity
- Tasks due within 1 day: +100 points (highest urgency)
- Tasks due within 3 days: +80 points (very urgent)
- Tasks due within 7 days: +60 points (moderately urgent)
- Tasks due within 14 days: +40 points (somewhat urgent)
- Tasks due beyond 14 days: +20 points (planned ahead)
- Tasks with no due date: +10 points (lowest urgency)
2. Additional Priority Factors
- Tasks currently "In Progress": +15 points (already started work)
- Meeting-related tasks: +10 points (preparation needed)
- Tasks connected to projects/goals: +10 points (strategic importance)
3. Color Coding System
- Red (80-100): Critical/Urgent - requires immediate attention
- Orange (50-79): Important - high priority but not critical
- Yellow (30-49): Moderate - needs attention soon
- Green (0-29): Low priority - can be addressed later
The color coding will be applied automatically based on the calculated Priority Score. You don't need to manually set priorities - the system calculates them for you based on the properties you've already set (due dates, task types, connections to projects, etc.).
For example, if you have a task due tomorrow that's related to a meeting and is in progress, it would get: 100 (due within 1 day) + 15 (in progress) + 10 (meeting task) = 125 points, showing as red to indicate highest priority.
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Formula for "Priority Score":
// Priority Score Formula
if(prop("Due Date") == null, 10,
if(dateBetween(now(), prop("Due Date"), "days") <= 1, 100,
if(dateBetween(now(), prop("Due Date"), "days") <= 3, 80,
if(dateBetween(now(), prop("Due Date"), "days") <= 7, 60,
if(dateBetween(now(), prop("Due Date"), "days") <= 14, 40, 20)
)
)
)
) +
if(prop("Status") == "In Progress", 15, 0) +
if(contains(prop("Task Type"), "Meeting Task"), 10, 0) +
if(empty(prop("Source/Related To")), 0, 10)o")), 0, 10)
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Update database views:- Configure each existing view to filter based on:
• "Dashboard View" property
• "Due Date" (for timeframe-specific views)
• "Status" (for completion state)- Add "Priority Score" as a sort option for all views- Create a color-coded format for Priority Score to provide visual indicators
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Integration with Time Blocking:- Add a "Related Task" relation property to the Daily Schedule database linking to the Task Manager- Add a formula property "Time Allocated" in Task Manager that pulls planned duration from related time blocks- Create a "Time Tracking Summary" rollup property that aggregates actual time spent from the Time Tracker database
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Projects Overview
project tracker
Meetings
Meetings
Task Manager
task manager
Goals & Milestones
project goals
project milestones
Calendar
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