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Achieve Planner
1.7.2.0 (April 9, 2008)
Feature - Ability to filter Icon column
in Outline using the funnel in the column header
Feature - Additional options for Next
Action Only list in Outline (option available through
Next Action tab in Options dialog Tools -> Options menu)
See tutorial # 6 in user manual for full description of
this feature
Feature - Use 'basic' Next Action
definition by default (change to advanced mode using
task predecessors via the Options dialog)
Feature - Tutorial for Next Actions
feature in user manual
Feature - (Today & Past) preset date
filtering
Various other bugfixes and enhancements.
NOTE: For vista users, to avoid problems please don't
save your data file in the "Program Files/Effexis
Software/Achieve Planner" folder. The preferred location
is somewhere in the "My Documents" area.
Achieve Planner
1.7.1.0 (March 26, 2008)
Feature - Display out-of-view
predecessors using 'OOV' acronym
Feature - Expanded support for 'Next
Action Only' list in task chooser
Feature - Alternate definition of 'Next
Action' that doesn't use the task predecessor but is
based on topmost task for each project in the outline
(Tools -> Options for switch)
Feature - Ability to set Master Context
List from Tools -> Options dialog
Feature - 'Power Paste' feature to replace Edit -> Fill
Down command (see user manual for details)
Feature - Option to not display appointment reminder
form (Tools -> Options)
Feature - Zoom to Item command in Outline (Outline menu)
Feature - Changing completion date for
projects from Project Information form (Details)
Feature - Make tentative appointments
slightly narrower
Feature - Disable horizontal
auto-scrolling of weekly schedule when dragging
selection
Feature - Changes to file save process to
workaround Vista glitch
Bugfix - Display images in correct order
Bugfix - Recurring instances for projects/tasks not
generated when task completed during sync
Various other bugfixes and enhancements
NOTE: This release changes the ways files
are saved to account for a Vista glitch. Please make a
backup of your data file and test saving your data file
to ensure that the process works normally. Especially if
you save your file in a "non-standard" directory, like
in a file server or external HD.
Achieve Planner
1.7.0.0 (March 3, 2008)
Feature - Next Action List support in the
Outline
Feature - Task predecessor field in
Outline (default in new Active Planning view)
Feature - Changed Keywords field to Contexts
Feature - Enhanced Context support in Outline, Projects,
Tasks tab when using Master Context List
Feature - Link tasks command in Actions menu
Feature - Simpler default toolbar layout
Bugfix - Image order for goals and result areas saved
Bugfix - Recurring instances for projects/tasks not
generated when task completed during sync
Various other bugfixes and enhancements
Achieve Planner
1.6.1.0 (January 30, 2008)
Fature/Bugfix - Additional
support/enhancements to reduce Outlook appointment
duplication during sync -
Click here for additional information about removing
duplicated appointments
Feature - Speed up appointment syncs when using Quick
Sync option during Outlook sync operation (make sure the
Date checkbox is unchecked in Appointment import
settings for best performance)
Feature - Include goal/dream/project icon in project
chooser dialog
Feature - New checkbox to warn about Outlook running
when doing Outlook sync
Bugfix - Problem with recurring multi-day appointments
in weekly schedule
Bugfix - Fix a problem with the goal progress review
dialog in certain situations
Various other bugfixes and enhancements
Achieve Planner
1.6.0.2 (December 31, 2007)
Bugfix - Fix a problem introduced in
1.6.0.1 importing data files from older AP versions
Achieve Planner
1.6.0.1 (December 21, 2007)
Feature: (This Week & Past) date filter
for grids
Feature: Clear AP ActiveSync history
Feature: Tool to review all motivational
images (result areas + goals)
Feature: BETA Achieve Planner ActiveSync
provider for Pocket Informant sync -
Click here
for sync beta details (the sync remains in beta
until further notice)
Feature: Per-project flag for only
showing next task in task chooser
Feature: Goal progress
measurement/tracking features
Feature: Auto-remove priority gaps in
Outline when completing items
Feature: Enhancements to metrics graphs
to allow "zooming in" on parts of the metric graph
Feature: Objective target date for
metrics
Feature: Export goal progress data to CSV
(Goal Information form)
Feature: Don't display cancelled projects
in Weekly Schedule projects panel
Bugfix: Don't display children of
cancelled projects in the task chooser
Feature: Stronger warning when deleting
Outlook Sync history
Feature: Life planning tab for free
format life plan
Feature: Auto-complete in find dialog
implementation
Feature: Support sorting of Weekly
Schedule project's panel by priority
Feature: Tool to help check goal rewards
during progress reviews
Feature: Goal images
Feature: Result area images
Feature: "Balanced Scorecard" goals for
progress review
Feature: Support for ordering events in
the weekly schedule based on the event priority value
Feature: 'Date Created' field now
available for Outline, Projects, & Tasks views
Feature: Split view to show performance
graph for active metric in Metrics tab
Feature: Daily goal progress review
reminder/dialog
Feature: Enhancements to AP locking
feature
Feature: (This Week, Past & None)
date column
filter enhancement
Feature: Support for goal "wins" in
addition to progress tracking
Feature: Goal win review in goal progress
review tool
Feature: Linking goal/result area images
with daily/weekly planning wizards
Other minor bug fixes and enhancements.
Achieve Planner
1.5.2.2 (July 12, 2007)
Bugfix - Fix a problem dragging rows in
grids within information forms
Feature - Optimized Outlook contact sync
for cases where Contact Import/Export flags are
unchecked
Feature - Add 'Actual Effort' field in
Outline tab (must customize view to add this field)
Plus other minor enhancements and bug
fixes
Achieve Planner
1.5.2.1 (June 28, 2007)
Bugfix - Fix a problem with data
conversion from previous releases and Quick Task Entry
Achieve Planner
1.5.2.0 (June 27, 2007)
Feature - Put project name at start in
Tasks tab project dropdown
Feature - Integration of projects and
goals (Projects and Outline tab).
Click here for a more detailed description of the
changes.
Feature - Fill Down feature (Edit->Fill
Down) works like Excel's fill down command, takes the
value in the top selected cell and fills down all other
selected cells with the same value. It's useful if you
want to change multiple rows to a given value at the
same time
Feature - Insert Link now available from
context menu when right clicking on a Note (RTF) editor.
You can use it to link to files, URLs, or other
applications.
Feature - Notes editor moved to General
tab in Project & Task Information forms making it more
easily accessible.
Feature - Support for only exporting leaf
projects/tasks to Outlook during synchronization
(available from Advanced Task Settings dialog in Outlook
Sync Settings)
Feature - Only show next item for project
flag in task chooser (disabled by default, need to
enable on each view)
Feature - Group next action reminders flag
in task chooser (enabled by default)
Feature - Use task list priority order
for next project item in task chooser - Only applicable
when only show next item for project in task chooser is
enabled (off by default)
Feature - Minor tweaks to Task Chooser
date scoring algorithm to reduce effect of deadlines and
end dates that are far in the future
Feature - Significant speed improvements
for Quick Task Outlook Sync. After the first quick sync,
subsequent quick task syncs should be much faster.
Rewrote the quick task sync logic to speed things up.
Feature - Show Goals checkbox in Projects
tab to show/hide goals in the list
Feature - Show Goals checkbox in Outline
tab (rename Hide checkboxes to Show)
Feature - Cancelled tasks are exported as
completed to Outlook
Feature - Default A priority color
changed from Blue to Navy
Feature - Option in Outlook Task Sync to
only include leaf tasks in the export
Feature - Option to show/hide taskless
goals in the task chooser
Feature - Don't schedule taskless goals
with automatic scheduling. New goals have 0 expected
time by default.
Feature - Remove taskless goals from
weekly planning wizard (project time commitment step)
Feature - Data conversion from
1.4.x to 1.5 (no links between existing projects/goals)
Feature - Weekly planning wizard project
blocks are private by default and use default reminder
time
Feature - Weekly planning wizard MVP flag
now tied to the focus flag
Feature - Add "Last Date" when metric was
updated to available fields in Metrics tab
Feature - Support for Private field in
Task Information Form to match Outlook task
Feature - Support for auto-removing
priority gaps when completing a project or task
Feature - Support for adding notes to
tasks entered using Quick Task Chooser - use ## to
separate task name and note text, for example: Task
Name##Task Notes
Feature - (Today, Past & None) option
added to date column filter dropdown
Bugfix - Don't support quick task entry
when document is locked
Bugfix - Improved scrolling speed on
grids
Plus other enhancements and bug fixes.
Achieve Planner
1.4.2.5 (April 4, 2007)
Bugfix - Outlook task sync fixes for
Quick Task Sync
Bugfix - Changes for color printing
support (not working in some cases)
Achieve Planner
1.4.2.4 (March 19, 2007)
Bugfix - Fixed Customize problem for
Toolbar context menu
Bugfix - Updated help file to show
correct Outlook Sync dialog image
Bugfix - Fixed order of State items in
Project Information form to match Task Information form
Achieve Planner
1.4.2.3 (March 16, 2007)
Feature - Ability to hide result areas
and/or tasks in the master outline
Feature - Provide warning if opening
second instance of Achieve Planner
Feature - Add Zoom commands to Outline
menu and new Zoom toolbar (in Outline tab)
Feature - Add main subprojects to the
Projects report
Feature - Support for Full Task Outlook
Sync to resync all tasks with Outlook
Feature - Keyboard command reference
document (PDF) available from Help menu
Bugfix - Display filtering issue when
filtering grids using column funnels
Bugfix - Fix task list displayed in
Projects report
Bugfix - Fixed problem with Delete
Appointment Range and recurring appointments
Bugfix - Fix Outlook Sync issues
Bugfix - Show linked project/task name in
all day events
Other minor bug-fixes and enhancements
Achieve Planner
1.4.2.2 (February 7, 2007)
Feature - Don't display Cancelled (Cn)
items in the active views
Feature - Cancelled items are displayed
grayed out and italicized
Renamed Getting Started Guide as User
Manual (in Help menu)
Minor bug-fixes and enhancements.
Achieve Planner
1.4.2.1 (January 25, 2007)
FR#170 - Project/task reminders similar
to Outlook's task reminders
Feature - New project filter in project chooser
dialog (used when selecting projects in Tasks list with
Actions->Switch Project or Actions->Move to Project)
Feature - New cancelled (Cn) and proposed
(PR) states for projects/tasks
Feature - Option to set the default
priority of new child items to A1 or just A
Feature - Context menu for RTF notes
Feature - Option to open new action task
from Work/Expense/Complete record dialog
Feature - Wrap title fields in Goal forms
Feature - Add completed date field to
Outline views
Feature - File->View Report command now
available for tasks to print description/notes (in Tasks
tab)
Feature - Confirm deletion of items with
children (on the same tab/outline only)
Bugfix - Important bug fix related to
saving data file after minimizing to tray
Bugfix - Important bug fix interaction of
auto-save feature with open information forms causes
strange behavior
Bugfix - Problem filtering display
Bugfix - Problem with 24h time display
Bugfix - Problem closing AP when shutting
down Windows
Bugfix - Problem converting projectless
tasks into projects
Other minor bug fixes and enhancements.
Microsoft Windows Vista-only installer also
available.
NOTE: Sync with Pocket Informant in
Pocket PC is another major feature in the 1.4.2 series,
but is not yet available.
Achieve Planner
1.4.1.1 (November 1, 2006)
The 1.4.1.1 release is a
free update for all existing 1.x users.
Feature - Support for
Past, Past & None, and None values in date filters. Past
filter value does not include dates that are not set
("none")
Achieve Planner
1.4.1.0 (October 31, 2006)
The 1.4.1.0 release is a
free update for all existing 1.x users.
Feature - Font size
increase in information form multi-line editors
Feature - CSV export of metric tracking entry data
(available in metric information form)
Feature - Better support for printing grids/outlines in
color (new option in Tools->Options)
Feature - Automatic saving of information form data when
main data file is saved. This is more applicable for
frequent automated saving.
Bugfix - Various other bugfixes
Achieve Planner
1.4.0.2 (September 21, 2006)
The 1.4.0.2 release is a
free update for all existing 1.x users.
Bugfix - Fixed problem with priority
encoding in Outlook task subject during import. Only
affects encoding of priority after task name: Task
(priority)
Achieve Planner 1.4.0
(September 19, 2006)
The 1.4.0 release is a
free update for all existing 1.x users.
Main Features/Enhancements
FR#235 - Menu and toolbar enhancements
FR#236 - Minimize to System Tray (X
button) and Quick Task Entry
FR#40 - Enhanced Outlook task
synchronization
FR#173 - Additional user fields for
projects/tasks like status (3 text, 2 numeric, 2 boolean)
only available in Projects/Tasks tabs at this time
FR#30 - Pressing 't' in date fields
should set today's date (also t+3, t-7 conversion)
FR#175 - Use short date formats
in the grid (e.g., 2/27/06 instead of 2/27/2006)
FR#218 - Esc key in information forms
should act like close (similar to Outlook's behavior)
FR#177 - Faster date data entry using
shorthand (2/17) without year
FR#236 - Ability to select "focus"
projects/tasks and move them to top of task chooser
FR#225 - Printing the weekly schedule
view (in graphical form)
FR#56 - Add Outline toolbar to move items
and select outline level
FR#59 - Option to re-export appointments
that have been deleted from Outlook
FR#61 - Propagate effort/percent values
regularly as changes are made
FR#32 - Option to enable text wrapping
on any text field
Feature - Ability to assign tasks to
result areas without parent project (tasks are not
scheduled)
Feature - Make completed items light gray
irrespective of priority
Feature - 'No Slack' schedule status
replaces 'Close to Deadline' in some cases
Feature - Option to disable setting a
reminder for new appointments/events
Feature - Option to use result area
priority rather than importance in task chooser score
Feature - New filter row interface
Feature - Support for nested tab groups
Feature - Behavior of Del key when only a
single cell is selected
Feature - Sort value list in dropdown for
auto-complete columns
Feature - Ability to re-establish links
between Outlook and AP appointments and contacts when
Outlook IDs change
Bugfix - Problem with auto-save when
trial expires
Bugfix - Outline printout doesn't match
display when filtering
Bugfix - Problems switching day views
while editing appointments
Bugfix - Adjust row size when editing a
cell
Bugfix - Several performance enhancements
Bugfix - Use child action task deadlines
when computing parent task's score in task chooser
Bugfix - Problem with contact last name
filter
Bugfix - Problem scheduling top-level
project with no tasks
Bugfix - Group by category setting not
stored in master outline view
New Achieve Planner Getting Started Guide
(PDF) is included in the download (use Help->Getting
Started Guide menu command to view).
Achieve Planner 1.3.3
(May 11, 2006)
The 1.3.3 release is a free update for
all existing 1.x users.
BR#97 - Problem exporting all-day events
to Outlook (don't show up correctly
BR#96 - Save any pending row changes when
information form is closed or saved
FR#42 - Master outline result
areas/projects/tasks
FR#213 - Date filter shortcuts (Today,
Tomorrow, etc.)
FR#201 - Lead time based scheduling for
projects/tasks with deadlines
Bugfix - Fixed problem with metric
information form tracking tab (-)
Bugfix - Fixed problem of reminder when
completing past instances of recurring appointments
Bugfix - Set default project block size to 60 minutes
(for new projects)
Bugfix - Fixed problem printing collapsed group rows not
printed as collapsed
Feature - Use Windows default time format for weekly
schedule time display area
Feature - Ability to adjust field
settings including min/max width, and multiline setting
Achieve Planner 1.3.2
(March 2, 2006)
The 1.3.2 release is a free update for
all existing 1.x users.
FR#189 - Notification icon indicating
when a project/task has a note
FR#141 - Option to increase/decrease
indentation levels used in outline
FR#137 - Support for Office 2003 visual
styles menus/toolbars
FR#154 - Support multiple "contrast"
levels for the grid row background colors
FR#157 - Schedule block command for the
task chooser
FR#155 - Group by result area in task
list (with result area field)
BR#93 - Resource description not saved
from form
BR#92 - Fix 'Close to Deadline' color in
the grid
BR#91 - Do not perform multiple
auto-saves if current save has not been completed
Bugfix - Fixed problems with task chooser
handling of unranked priority values and date bonus
computations for deadlines
Bugfix - Fixed problem with task
scheduling for certain multiple resource scenarios
Feature - Added several fields to task
chooser: keywords, start date, end date, project name, full
project name, and assignee
Feature - Added new Deadlines view to
task chooser to focus on deadlines across all projects
Feature - Added task chooser settings
option to use priority multiplier with date related
bonus scores (default is off)
Change - Grid line color set to Silver
Feature - Indentation changes in the
outline makes siblings line up whether or not they have
children
Feature - New command in Actions menu (Ctrl+Shift+J) to navigate from
Tasks tab to associated project
Achieve Planner 1.2.3 Release
(January 25, 2006)
The 1.2.3 release is a free update for
all existing 1.x users.
Fixed: Saved keyboard customizations
not restored the next time the application is run
Achieve Planner 1.2.2 Release
(January 20, 2006)
The 1.2.2 release is a free update for
all existing 1.x users.
FR#34 - Contact views showing telephone
numbers in listing
FR#131 - Initialize lead time of recurring item to 0 by
default
BR#85 - Make sure changes to edit row and information
forms are saved on document close
BR#86 - Existing recurrence data not shown when
modifying recurrence through the Task Information Form
BR#87 - Problem with creation of email folders under
Inbox when syncing with Outlook
BR#88 - Target start date for ongoing tasks should not
be moved when the task is rescheduled, but should be set
to the actual start date of the task
BR#89 - Task Chooser should only take start date into
account for tasks that are not started. For ongoing
tasks, the start date should not be a factor.
FR#138 - When in Outlook group-by mode, do not repeat
the column headers after each group-by row
FR#139 - Add 'Effort Driven' checkbox field to
project/task views so it can be added by customizing
views
Achieve Planner 1.2.1 Release
(January 11, 2006)
The 1.2.1 data file format is
different from the 1.1 format. Achieve Planner should
automatically convert your 1.1 data file into the new
format. As a precaution, we advise users to make a copy
of their 1.1 data file before opening it with the new
version.
The 1.2.1 release is a free update for
all existing 1.1.x users. Your existing registration
code should work with the new version.
New Features:
+
Project/Task Attachments
+ Task Chooser
+
Project/Task Recurrence
FR#23 - "Completed" checkbox for appointments
FR#26 - Show "Active/Total" in
project's task count
FR#48 - Delete a block of appointments
using command
FR#51 - Ability to change the font size
for grids (screen/printing)
FR#65 - Result area report
FR#10 - Option to show full project path in Task
list dropdown
FR#24 - Auto-save every xx minutes
FR#95 - Action to create a new
project/task block in weekly schedule
FR#97 - Option to not show items that
have children as bolded
FR#108 - Option to include entire project hierarchy
in group name in 'all projects' task list view
FR#112 - Ability to complete multiple
tasks using the Actions->Complete Task... command in the
task chooser and tasks tabs
FR#105 - Ability to change grid
background color
FR#113 - Change Start Date and Deadline
for non-effort driven recurring projects/tasks
FR#119 - Switch to configure the order of
completed items in the "All Tasks" view
+ Use File->Open->Open Selected Items... command (Ctrl+O)
from task chooser to open associated information form.
Double-click & Ctrl+Enter still take you to the item's
listing
+ New 'Score' column in task chooser view (add by
Customize Current View...)
+ Option to control whether 'Record Work/Expenses'
dialog appears when completing projects/tasks
+ New checkbox field (Completed) to mark projects/tasks
as completed (add to grid by Customize Current View...
command)
+ Weekly planning wizard now includes task count field
in project time commitment tab
+ Weekly planning wizard 'effort left' for projects does
not include effort for sub-projects in project time
commitment grid, making easier to allocate time to each
project
Changes/Fixes:
FR#36 - Change "Commit" to "Save" in all information
forms
FR#27 - It is too easy to miss the "+" when trying to
expand a project
FR#37 - Remember calendar scroll position when opening
file
BR#65 - Problem with multi-day events in
calendar report, not displayed correctly on middle days
BR#66 - Problem setting status in task
chooser
FR#73 - Move certain task chooser
settings to "advanced" dialog
FR#75 - Consider children of a task block
in task chooser
BR#71 - Use default printer when setting page setup for
grid
BR#77 - Non effort driven tasks should
not be scheduled by Reschedule command
BR#78 - Reminder window shows repeatedly when there are
a large number of pending reminders
BR#79 - Problem with 'Reprioritize
Unique' command in certain grids
BR#81 - Task information form status of
'completed' not saved in task
BR#82 - Problem pasting picked-up rows -
Hierarchy not preserved
BR#83 - Goals created in Dream
Information Form do not inherit Dream's result area
FR#109 - Option to not include Projects
in task chooser list
FR#45 - Place "View Tasks" and Actions on
top of context menu
* Changed order of certain fields in 'Schedule' tab of
task information form for enhanced data entry
* Use 'aa' (without quotes) as a shortcut for typing
priority a1
* Tasks with the same priority (e.g., unranked A) within
a project are now scheduled in the same order as they
appear in the task list
* Ability to change reminder sound by placing a 'reminder.wav'
file in application directory
Achieve Planner 1.1.11 Release
(November 8, 2005)
New Features: None
Fixes/Changes:
FR#35 - Remove TaskId from Task
Information Form (Done)
BR#58 - Achieve Planner not releasing Outlook process
during Sync (Fixed)
BR#59 - Notes editor adds trailing
non-URL character(s) to pasted URLs (Fixed)
BR#60 - Grouping problem when first loading Achieve
Planner task list (Fixed)
BR#61 - Problem setting label on recurring appointment
instance (Fixed)
BR#47 - Data error when deleting an address (Fixed)
BR#62 - Project chooser in task
information form does not start on current project
(Fixed)
BR#64 - Completed projects view
doesn't show projects if parent is not expanded (Fixed)
BR#66 - Can't copy time chart rows in
Time Charts tab (Fixed)
BR#67 - Problem with appointment
reminders for certain recurring instances (Fixed)
BR#68 - Problem moving to previous
dream/goal in weekly planning wizard (Fixed)
BR#72 - Document only marked dirty when
note is changed if focus moves away from note (Fixed)
BR#73 - Auto-backup settings not saved in
all instances (Fixed)
BR#74 - Document not marked dirty in all
cases when Note editor is changed (Fixed)
BR#75 - Save document in all cases even
if not marked dirty (Fixed)
Release 1.1.10 (October 3, 2005)
New Features:
New:
Automatic backup of data
files
Changes/fixes:
Fixed: Bug with RTF editor in
Notes tab that caused application to hang when
pasting large notes with URLs in them.
Fixed: Split layout of tabs not
saved/restored correctly
Fixed: Problem report generated
when changing time chart details after using Daily
Planning Wizard
Fixed: Problem report generated
if user exits Outlook after synchronizing with
Achieve Planner
Fixed: Various other problems
reported by users
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