Achieve Time Management & Goal Setting Software Help

Outline (Achieve Planner Pro)

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The Outline tab displays the result areas, projects, and tasks in a single outline. See Using Grids for help with the grid user interface. See Using Priorities for more information on how to prioritize items in the grid.

Achieve's Projects and Tasks replace the to-do list used in traditional time management systems. A project represents an outcome or result that you want to accomplish while tasks represent the action steps. Separating these two concepts will help you make better use of your time by allowing you to focus on outcomes instead of just actions and is a more effective way of keeping tack of what you need to do. See Getting Organized Overview for more details.

To open the selected project row(s) and reveal the information form you can: double click on it, press Ctrl+Enter or invoke the File | Open | Open Selected Items... command from the file menu or standard toolbar.

Zooming the Outline

The Outline grid supports zooming in (to view a selected branch of the outline) and zooming out (view more of the outline.) You can use the View | Zoom In, View | Zoom Out, and View | Clear Zoom commands to zoom in, zoom out, or clear all zooming respectively.

Outline Actions

The outline tab supports the following commands through the Actions menu.

View Details	View the details of the current item in the appropriate tab (Projects tab, Tasks tab, or Result Areas tab)
Complete Item(s)	Completes the selected item(s) (marks them as completed) and allows you to record work/expenses. See Recording Work/Expenses topic.
Record Work/Expenses	Record work/expenses for the current item
Promote	Promote the task into a project
Demote	Demote the selected project into a task
View Email	For projects/tasks that were imported from Outlook® emails, view the associated email in Microsoft Outlook® (see Outlook Synchronization for details)
Attachments...	Opens the Project Information Form or Task Information Form in the attachments tab so you can add/launch attachments/URLs
Reschedule	Reschedule all active projects/tasks based on the latest information. See Project/Task Scheduling for details.
Schedule Block	Schedule a project/task block for the selected items in the weekly schedule. The size of the project blocks is based on the "Block Size" setting in the Project Information Form. Press Esc key to end the block drop mode.