ThinkingRock v1.2.3 Manual

Table of Contents


Preface

This manual consists of the application help files combined into one document.

Introduction

ThinkingRock is a software application for collecting and processing your thoughts. It allows you to deal with all information worth remembering and thinking about.

Much of our thinking is about the things that we want or need to do. ThinkingRock allows you to collect and process these thoughts into actions and projects consisting of actions and sub-projects. This information can be subsequently organised, reviewed and processed.

By having this thinking managed in a trusted system, you are free to think on a higher level and your brain cycles are not used up with managing and trying to remember all the things you need to do. It becomes easier to make decisions and to make the best use of your time. It also allows you to say "No" as you realise just how much you have to do already.

To have great ideas, you need to have a clear mind, take time to sit and think, and not get drowned in everyday tasks and information overload.

ThinkingRock is based on the book Getting Things Done® by David Allen (http://www.davidco.com).

Overview


Getting Started

The first time ThinkingRock is run, you need to create a new data file by using the menu option File New.

Set Up

Initially you need to setup the Topics and Action Contexts that you will need.

Process Flow

Use the Collect Thoughts screen regularly to make sure of the following:

  • everything gets into your trusted system and will eventually be dealt with;
  • your brain and memory are free to be creative and productive.
Process Thoughts into:
  • things you will never do, you might as well delete;
  • things you might do one day (Future Items);
  • information (Information Items);
  • the next physical actions required (Actions.)

Actions consist of the following:
  • ones you can delegate (Delegated Actions);
  • ones you have to do by or on a certain date (Scheduled Actions);
  • ones that just have to be done as soon as possible (Do ASAP Actions).

Whenever a thought requires more than one physical action to be fulfilled, you can create a Project. This will allow you to group Actions and perform them in the sequence required. When you review your projects, you will be able to plan and organise them.

If a thought is related to an existing project or sub-project, you can add the new action to it.

Processing any thought should only take a few seconds: you are only deciding what should be done with the thought, not acting on it. Once a thought is processed it will not appeared anymore on the Collect Thoughts screen.

Once the whole picture of your work is in front of you, you can start doing the actions on your list according to your Context: where you are, the energy and time you have available.

You should review your information regularly: daily for actions and projects, weekly for the future items.

When you first start using ThinkingRock, the three steps required to get from a thought to an action into your "Do ASAP actions" list might seem cumbersome but this tool is designed to encourage clear thinking. Going regularly to the Collect Thoughts screen encourages you to enter all you other thoughts everytime and not just the action which came to mind.

Similarly, when you plan your projects, we strongly recommend that you enter the Purpose of the project, the Vision of the results, Brainstorming all ideas and Organization of them. This information will help you to be more effective, motivated, clear, productive and innovative. Being clear about why you are doing a project and what you hope to achieve is the best way to make it a successful and enjoyable challenge.

User Interface

This section describes the Graphical User Interface (GUI) features of ThinkingRock.

Icons

ThinkingRock uses the following icon representations:

Overview screen
Thought
Collect Thoughts
Process Thoughts
Projects
Opened Project
Project with no active actions
Opened Project with no active actions
Actions
Do ASAP Actions
Scheduled Actions
Delegated Actions
Inactive Actions
Future Items
Information Items
Contexts
Topics
Help for the current screen
The Help System

Text Colours and Effects

Each thought, action, project and item will be displayed in the text colour and background colour of its associated topic, except when:
  • the topic is "None", the text will be in black.   Example Text
  • the action is inactive, the text will be in grey.   Example Text
  • if the scheduled/ or follow-up date of a scheduled/or delegated action has passed, the date will be shown in red   Example Text
  • if the scheduled/ or follow-up date of a scheduled/or delegated action is today, the date will be shown in blue   Example Text
  • if the scheduled/ or follow-up date of a scheduled/or delegated action is within next week, the date will be shown in green   Example Text

If a project or action is done, the text will be striked out.  Example Text

Note: when choosing the colour for a topic, avoid grey and red as these colours have the special meanings described above.

Keyboard Shortcuts

There are several shortcut key combinations used in the ThinkingRock application.

When the focus is on a button, pressing the space bar activates the button.

There are several menu shortcut keys. The short-cut key combination is listed to the right of the menu entry. For example you can save your data using the File menu and Save menu item, alternatively you can enter the shortcut key combination of [Ctrl]+[S] if you are using Microsoft Windows or [Meta]+[S] if you are using Mac OS X.

File Handling

ThinkingRock saves data in XML files.

The default data file is named thinking-rock.xml and is located in the user folder on your computer system. For example, on a MS Windows system and a user login of "Larry", the location would be:
C:\Documents and Settings\Larry\thinking-rock.xml

You can create a new data file, open an existing data file, save the data file or "save as" the data file to another file. See the sections below.

File New

The File New menu item allows you to create a new ThinkingRock data file. A dialog box is shown where you enter the file name and choose the folder location. The "New File" button will create and open the new file.

File Open

The File Open menu item allows you to open a ThinkingRock data file. A dialog box is shown where you locate and select the data file. The "Open" button will open the file.

File Save

The File Save menu item allows you to save changed data to the data file. Note that the data file is automatically saved periodically and when the application closes down.

File Save As

The File Save As menu item allows you save the current data file to a different file (making a copy). A dialog box is shown where you enter the file name and select the folder location for the file. The "Save As" button will save the data file to the new file and open it. Subsequent changes will affect the new file.

File Save To

The File Save To menu item allows you save the current data file to a different file (making a backup at this point in time). A dialog box is shown where you enter the file name and select the folder location for the file. The "Save To" button will save the data file to the new file. Subsequent changes will not affect the new file unless you perform another Save To later.

Screens

This section describes the screens of ThinkingRock.

Collect Thoughts

This screen is used to enter all you current thoughts. It should be empty most of the time: initially and everytime after you have processed all pending thoughts. Thoughts are classified by Topics. The order you enter thoughts is not important, but it may help to enter them by Topic to ensure you cover everything.

The data in this screen is displayed in a table. To navigate between rows and cells, you can use the mouse, the arrows keys or the Tab, Shift+Tab keys. The Enter key moves down cells within the same column.

The Thoughts are ordered as you have entered them, with the first thought at the top of the list.

Enter a new thought using the Add Thought button , or if you are on the last row, just press Tab key or the Down Arrow key. Select a topic using the mouse or navigate to the cell and then press the Space bar prior to use the arrow keys. Press Enter when you have reached the wanted topic. Within the topics list, the topics are ordered in alphabetical order, with the initial default value "None" being at the top of the list. The last Topic used is kept between thoughts entry. You can go down the topic list by typing the topic's first letter.

If you notice a mistake, you can navigate to the appropriate cell and make the changes.

You can delete a thought by using the Delete key or the Thought Delete button . No confirmation is required.

Process Thoughts

The thoughts collected through the Collect Thoughts screen are displayed one by one, in the same order as entered. A counter indicates how many thoughts still need to be processed. If this screen has been called when re-processing an Information Item or Future Item, the corresponding thought will be displayed first.

First of all, you need to decide if the thought is actionable or not.

If the thought is not actionable, you can do one of the following:

  • decide you don't need to do anything for that thought and delete it;
  • keep it for later (Future Items);
  • keep it as information (Information Items).
If the thought is actionable we recommend that you first think about it and enter the successful outcome for this activity. The display of the successful outcome field is configurable (see User Preferences). You can then easily decide whether it will take more than one action to achieve this result (and therefore require a project), or if one single action will achieve the thought or if the thought is related to an existing project or subproject. If a new project is required, you can create the project as belonging to an existing project or subproject.

Click the project check box if a new project is required. A new project will be created and the project description will be set to the thought description. A first "Do ASAP action", "Plan and organise this project + the thought description" is created (but can be overwritten).

You must enter the description of the next physical action that should be done. When you select the actionable radio button, the application copies the thought description into the action description field but it can be overwritten . A context for this action can also be selected. You can also enter notes for that action. The display of the notes field is configurable (see User Preferences).

You now have five choices for this action as follows.

  1. If the action will take less than two minutes to do, you should do it straight away and then check the done check box;
  2. If the action should not be done yet but you wish to record it, then select the "Inactive" radio button;
  3. If the action should be done as soon as possible, then select the "do ASAP" radio button;
  4. If you want to schedule the action for a particular date and time, select the "Schedule for"radio button, then click the button along side to select a date and then enter the time (24 hours format: 7 o'clock in the evening should be entered as 19:00);
  5. If you wish to delegate the action to someone else, select the "Delegate to" radio button and enter who you are delegating to (an email address or name) and a date to "Follow-up" whether it has been done. To inform the person you are delegating to, you can send an email by pressing the "Email" button. Delegate To is copied as addressee, Action Description as subject and Notes as email text. If user configures it (see User Preferences), the text "Email sent Fri, 1 Sep 2006" is appended at the end of the Notes.

    Please note that to use the email functionality on Linux, a proper email address (containing a "@") needs to be entered.

Note: when you click on the (schedule or follow-up) date button, the calendar window "Select Date" will open, allowing you to Select a date, Clear it or Cancel. You can select a date by double-clicking on it.

If the thought is related to an existing project, select from the list the project or sub-project the action (and possibly the new project) belongs to. Otherwise keep the default value "None".

Lastly you press the Process Thought button . The next thought is then displayed at the top and the entry fields are reset.

Review Projects

Purpose

This screen is where you plan and review your projects. The screen is divided vertically into two parts. The left part is the project tree (explorer) and the right part displays the details of either a project/sub-project or an action depending on what is selected on the tree. When expanded the project tree shows sub-projects and actions under each project. You can set-up the screen to show you done projects, sub-projects and actions or not. All the single actions are listed under the "Single Actions" node.

Navigation

To navigate on the project tree, you can use the mouse or the up and down arrows keys. To navigate on the detail part, you can use the mouse or the Tab, Shift+Tab keys. Once you have selected a project, sub-project or action on the tree part, you can move to its description by pressing CTRL+Tab.

Project Tree

Order

Initially the projects, sub-projects and actions are sorted in the order they were entered. You can change that order by selecting the projects, sub-projects or actions and move them up and down using the Up Arrow and Down Arrow buttons. If you move a project or sub-project, all actions/sub-projects (subtasks) under it are moved too.

Tree expansion
All projects and sub-projects are listed with a tree expansion symbol when there are subtasks for them. When clicking on the symbol, the project/sub-project expands and the subtasks are listed under the project/sub-project. An open expansion symbol is then displayed. When clicking on that symbol, the subtasks are collapsed. Once you have selected a project or sub-project, you can also use the right arrow key to expand it and the left arrow key to collapse it.

You can expand all and collapse all of the sub-projects within a project by selecting the project tree node and press CTRL+E.

Copy, Cut and Paste functionality
You can copy, cut and paste projects and actions to a different project. You can also change a sub-project to be a stand alone project by cutting and pasting it under the Projects node. Similarly, you can cut and paste a project under another project, changing it to a sub-project. If you copy/cut and paste a project or sub-project, all subtasks are copied/moved too.

Drag and Drop functionality
To move sub-projects and actions to a different project, you can drag and drop them using the mouse. You can also change a sub-project to be a stand alone project by dragging it under the Projects node. Similarly, you can drag a project under another project, changing it to a sub-project. If you drag a project or sub-project, all subtasks are moved too.

Show Done functionality

By pressing on the Show Done check box at the top of the screen, you can choose to include or exclude projects, sub-projects and actions that are done. The choice is kept if you leave the screen and come back.

Planning

To edit a project's or sub-project's details on the right part of the screen, you select it on the project tree. You can then:

  • modify its description;
  • change its topic: when subtasks are created, that topic is the default but can be overwritten;
  • plan the project/sub-project;
  • set it to done: an error message is displayed if all the subtasks are not set to done themselves;
  • reset it to not done. If you are resetting a sub-project within a done project, the project is automatically reset to not done.

To plan the project/sub-project, there are five recommended steps:
  1. Enter the purpose: this is the "why" you are doing this project/sub-project. By defining it, it will:
    • create decision-making criteria;
    • motivate;
    • clarify your focus;
    • expand options by getting you into creative thinking.
  2. Try to visualise the results: view the project/sub-project beyond the completion date (capture features, aspects, qualities you imagine in place);
  3. Brainstorming: just write all the ideas that come into your mind about this project/sub-project, you will analyse them and organise them later. In addition to capturing your original ideas, by brainstorming you will also have many new ideas. Don't ignore any idea, they might prove interesting or useful later on when you are developing your options. Also you will be more confident about your choices;
  4. Organising: a natural organisation will probably emerge during the brainstorming step. You need to:
    • identify the key steps;
    • sort them out by component, sequences and priorities;
    • detailed them to the right level.
  5. Next actions: during this step, you will create the actions ( button) or sub-projects ( button) required for this project/sub-project. You can either just enter the next subtask to get the project/sub-project starting or continuing, or enter as many next subtasks you can think of at the moment about this project/sub-project and decide which ones are active (i.e. to be done currently).
  6. Please note that there are no limits to sub-project nesting, i.e. a sub-project can include sub-projects, etc. but it is recommended not to use more than a few levels.

Similarly an action can be edited by selecting it from the project tree once the project/sub-project has been expanded. You can then:

You can delete a project, sub-project or action by selecting it on the project tree and pressing the Delete button or the Delete key. A confirmation is required.

Review Actions

Purpose

This screen is where you review your current actions. You can choose which actions to include: Inactive, Do ASAP, Delegated and/or Scheduled. You can either show or hide actions which have been completed and filter according to the context and topic. The "Up to" selection lets you choose how far in the future you want to review. Your selection is kept when you exit the application. A counter indicates how many actions are selected.

The screen is divided horizontally into two parts. The top part contains the actions as per your selection. When an action is selected, the bottom part will display the details of the action and the project it is in (if any). The navigation and functionality of the bottom half of the screen are the same as in the Review Projects screen.


Navigation

The actions are displayed within a table. To navigate between rows, you can use the mouse or the arrows keys.


Order

Initially the actions are ordered in ascending order of Date (Scheduled or follow-up) within context, actions with null date are displayed first.

  • You can sort the actions by clicking on the header of the column you wish to sort by;
  • By holding the CTRL key, you can sort on multiple columns;
  • Each mouse click on a column changes the sort order and cycles through ascending, descending and no, alphabetical sort order;
  • The sorting order is kept if you leave the screen and come back.

The column order, size and sorting order are saved and restored.


Context selection

You can choose to display the actions for all contexts or a specific one. The selection is kept if you leave the application and come back.


Topic selection

You can choose to display the actions for all topics or a specific one.


Check Boxes functionality

By pressing on each of the check box at the top of the screen, you can choose to include or exclude corresponding actions. The selection is kept if you leave the application and come back.


Up To selection

You can choose to display the scheduled and/or delegated actions with a scheduled / follow-up date set to Today, Tomorrow, within Three weeks, etc. Actions with a date prior to the Up To are also displayed: for example, if you select Tomorrow, action set for Today are also listed. Overdue actions are always listed. The selection is kept if you leave the application and come back.

Print Screen

You can print the actions shown on the screen by selecting the Print option from the File menu (or using the shortcut key).

Done Actions

Purpose

This screen is where you look at your done actions. You can choose the period within which the actions were created or done. You can filter according to the context and topic. Your selection is kept when you exit the application. A counter indicates how many actions are selected.

The screen is divided horizontally into two parts. The top part contains the actions as per your selection. When an action is selected, the bottom part will display the details of the action and the project it is in (if any). The navigation and functionality of the bottom half of the screen are the same as in the Review Projects screen.

Navigation

The actions are displayed within a table. To navigate between rows, you can use the mouse or the arrows keys.

Order

Initially the actions are ordered by done date.

  • You can sort the actions by clicking on the header of the column you wish to sort by;
  • By holding the CTRL key, you can sort on multiple columns;
  • Each mouse click on a column changes the sort order and cycles through ascending, descending and no, alphabetical sort order.

The column order, size and sorting order are saved and restored.

Period selection

You can choose a From Date and To Date: either select a date or Today, Tomorrow, within one week, etc. The period is either applied to the created date or the done date of the action according to your selection.

Context selection

You can choose to display the actions for all contexts or a specific one.

Topic selection

You can choose to display the actions for all topics or a specific one.

Print Screen

You can print the actions shown on the screen by selecting the Print option from the File menu (or using the shortcut key).

Review ASAP Actions

Purpose

This screen is where you review all current actions (actions that have been set as Do ASAP). You can open this screen and decide what to do depending on the context you are in, the amount of time available and your energy level. You can either show or hide actions you have already done. A counter indicates how many actions are selected.

The screen is divided horizontally into two parts. The top part contains all the Do ASAP actions. When an action is selected, the bottom part will display the details of the action and the project it is in (if any). The navigation and functionality of the bottom half of the screen are the same as in the Review Projects screen.

Navigation

The actions are displayed within a table. To navigate between rows, you can use the mouse or the arrows keys.

Order

  • You can sort the actions by clicking on the header of the column you wish to sort by;
  • By holding the CTRL key, you can sort on multiple columns;
  • Each mouse click on a column changes the sort order and cycles through ascending, descending and no, alphabetical sort order;
  • The sorting order is kept if you leave the screen and come back.

Show Done functionality

By clicking the Show Done check box at the top of the screen, you can choose to include or exclude actions that have been done. The choice is kept if you leave the screen and come back.

Review Delegated Actions

Purpose

This screen is where you review the actions you have delegated. You can either show or hide actions which have been completed. A counter indicates how many actions are selected.

The screen is divided horizontally into two parts. The top part contains all the delegated actions. When an action is selected, the bottom part will display the details of the action and the project it is in (if any). The navigation and functionality of the bottom half of the screen are the same as in the Review Projects screen.

Navigation

The actions are displayed within a table. To navigate between rows, you can use the mouse or the arrows keys.

Order

Initially the actions are ordered in ascending order of Follow-up Date.

  • You can sort the actions by clicking on the header of the column you wish to sort by;
  • By holding the CTRL key, you can sort on multiple columns;
  • Each mouse click on a column changes the sort order and cycles through ascending, descending and no, alphabetical sort order;
  • The sorting order is kept if you leave the screen and come back.

Show Done functionality

By pressing on the Show Done check box at the top of the screen, you can choose to include or exclude actions that have been done. The choice is kept if you leave the screen and come back.

Review Scheduled Actions

Purpose

This screen is where you review the actions you have scheduled for a certain date. You should concentrate on the actions scheduled for today. If there are actions scheduled in the past and still not done, you should decide to:

  • Rescheduled them;
  • Delete them;
  • Change their category, e.g. if they don't need to be done on/by a specific date, they should be "Do ASAP action".

You can either show or hide actions which have been completed. A counter indicates how many actions are selected.

The screen is divided horizontally into two parts. The top part contains all the scheduled actions. When an action is selected, the bottom part will display the details of the action and the project it is in (if any). The navigation and functionality of the bottom half of the screen are the same as in the
Review Projects screen.

Navigation

The actions are displayed within a table. To navigate between rows, you can use the mouse or the arrows keys.

Order

Initially the actions are ordered in ascending order of Scheduled Date.

  • You can sort the actions by clicking on the header of the column you wish to sort by;
  • By holding the CTRL key, you can sort on multiple columns;
  • Each mouse click on a column changes the sort order and cycles through ascending, descending and no, alphabetical sort order;
  • The sorting order is kept if you leave the screen and come back.

Show Done functionality

By clicking the Show Done check box at the top of the screen, you can choose to include or exclude actions that have been done. The choice is kept if you leave the screen and come back.

Review Future Items

This screen is where you review the thoughts that you might like to do in the future.

The data in this screen are displayed within a table. To navigate between rows and cells, you can use the mouse, the arrows keys or the Tab, Shift+Tab keys. The Enter key moves down cells within the same column.

The Future Items are ordered alphabetically within topics.

You might decide that now is the time to start on a Future Item: navigate to it and press the Reprocess Thought button . The application will navigate to the Process Thoughts screen with the initial thought for that Future Item displayed, allowing you to enter the next physical action for that thought. If you go back to the Future Items screen, the item will not be displayed anymore as it has been actioned now.

A future item starts with a thought so you can not add future items using this screen. Use the Collect Thoughts screen for new future items.

If you notice a mistake, you can navigate to the appropriate cell and make the changes.

You can delete a Future Item by using the Delete key or the Delete button . No confirmation is required.

Review Information Items

This screen is where you review the information you have kept.

The data in this screen are displayed within a table. To navigate between rows and cells, you can use the mouse, the arrows keys or the Tab, Shift+Tab keys. The Enter key moves down cells within the same column.

The Information Items are ordered alphabetically within topics.

You might decide that the initial thought should have been actioned instead of being stored as information: navigate to the corresponding Information Item and press the Reprocess Thought button . The application will navigate to the Process Thoughts screen with the initial thought for that Information Item displayed, allowing you to enter the next physical action for that thought. If you go back to the Information Items screen, the item will not be displayed anymore as it has been actioned now.

An information item starts with a thought so you can not add information items using this screen. Use the Collect Thoughts screen for new information items.

If you notice a mistake, you can navigate to the appropriate cell and make the changes.

You can delete an Information Item by using the Delete key or the Delete Information Item button . No confirmation is required.

Topics

The topics are used to classify your thoughts and are kept as the thoughts become an item, an action or a project. Examples of topics are: Personal, Financial, Health, House, Work, Kids, Book, CDs.

The data in this screen is displayed within a table. To navigate between rows and cells, you can use the mouse, the arrows keys or the Tab, Shift+Tab keys. The Enter key moves down cells within the same column.

The Topics are ordered in data entry order. "None" is on the top of the list and cannot be updated or deleted.

Enter a new topic using the Add Topic button or if you are on the last row, just press tab key or down arrow key. The description does not have to be entered. It is only displayed on the Topics screen. The colours you choose will be the display text colour and background colour for all thoughts, projects, actions and items within that topic on all review screens. Avoid using red and grey as these colours have special meaning.

If you notice a mistake, you can navigate to the appropriate cell and make the changes. To modify the colour, you have to click once on the cell to open the window Choose a Colour.

You can delete a topic by using the Delete key or the Delete Topic button . No confirmation is required. If a thought, an item, an action or a project has been entered for that topic an error message will be displayed as you cannot delete the topic.

Contexts

A context should describe where or how an action could be done. Examples of contexts are: Phone calls, At Computer, At the Shops, On-line, At Home. Contexts are useful for deciding what you can do next when you have a bit of time, as this depends on where you are and what tools you have available.

The data in this screen is displayed within a table. To navigate between rows and cells, you can use the mouse, the arrows keys or the Tab, Shift+Tab keys. The Enter key moves down cells within the same column.

The Contexts are ordered in data entry order. "None" is on the top of the list and cannot be updated or deleted.

Enter a new context using the Add Context button or if you are on the last row, just press tab key or down arrow key. The description does not have to be entered. It is only displayed on the Action Contexts screen.

If you notice a mistake, you can navigate to the appropriate cell and make the changes.

You can delete a context by using the Delete key or the Delete Context button . No confirmation is required. If the context has been used against an action, an error message will be displayed as you cannot delete the context.

Reports

This section describes the report features of ThinkingRock.

Next Actions

You can produce a PDF file listing all the actions to be done this week and all Do ASAP actions.

Parameters

  • Show project/thought?: if checked, the thought description is shown for single actions (between braces {}) or the project description is shown (between square brackets []) for other actions;
  • Use colour?: if checked, the dates are shown using the colour convention as per the screens;

Layout

This report is split into the following sections:
  • Scheduled Overdue: overdue scheduled actions ordered by scheduled date and time;
  • Delegated Overdue: overdue delegated actions ordered by follow-up date;
  • Scheduled Today: scheduled actions ordered by time;
  • Delegated Today: delegated actions ordered by delegated to;
  • Do ASAP actions: grouped by context. The contexts are listed alphabetically (except for None which is on top) and the actions are ordered alphabetically within context;
  • Scheduled This Week: scheduled actions with scheduled date within a week from today ordered by scheduled date and time;
  • Delegated Follow-Up This Week: delegated actions with follow-up date within a week from today ordered by follow-up date.

The actions are listed with the following information:

  • Do ASAP action: description, followed by the topic in underline italic;
  • Scheduled action: scheduled date (if not today section) and time, followed by the description, the context in italic and then the topic in underline italic;
  • Delegated action: follow-up date (if not today section), followed by the description, the words "Delegate To" with the person delegated to, the context in italic and then the topic in underline italic;
  • Project/Thought description: under the action if any.

The date in the header is today's date.

Output

The PDF file is saved in the folder specified within the user preferences (see User Preferences). Current date and time are used to build the report name to make it unique. It can be printed using Adobe Reader software. Please note that the font is large enough to print 4 pages per sheet (Page handling section in the Print dialog box of Adobe Reader).

Actions By Context

You can produce a PDF file listing actions ordered by contexts for a chosen period in the future. Do ASAP, Scheduled and Delegated are always listed but you can choose if you want to include Inactive and/or actions which have been completed. You can choose to include actions notes, project/thought description into your report.

Parameters

  • Context list: you can select a context or choose All contexts. Contexts are ordered alphabetically;
  • Up to list: this selection let you choose how far in the future delegated and scheduled actions should be selected;
  • Include done actions?: if checked, all done actions for the selected context are included on the report;
  • Include inactive actions?: if checked, all inactive actions for the selected context are included on the report;
  • Show project/thought?: if checked, the thought description is shown for single actions (between braces {}) or the project description is shown (between square brackets []) for other actions;
  • Show notes?: if checked, the actions notes are included on the report;
  • Use colour?: if checked, the dates are shown using the colour convention as per the screens;
  • Remember these options: if checked, the parameters for this report are saved until the user changes them and saves them.

Layout

The actions are grouped by context. The contexts are listed alphabetically (except for None which is on top). Within each context, actions are ordered by ascending date, followed by Do ASAP actions and lastly Inactive actions (if included).

The actions are listed with the following information:

  • Do ASAP action: description, followed by the topic in underline italic;
  • Inactive action: text in grey, description, followed by the topic in underline italic;
  • Scheduled action: scheduled date + time, followed by the description, and then the topic in underline italic;
  • Delegated action: follow-up date, followed by the description, the words "Delegate To" with the person delegated to, and then the topic in underline italic;
  • Done action: same as above with the text striked and the check box checked;
  • Project/Thought description: under the action if any;
  • Notes: under the action if any.

The header is set to the words "Actions Up To" followed by the Up to date (today's date + the number of days corresponding to the period Up To selected by the user). The date in the top right corner is today's date.

Output

The PDF file is saved in the folder specified within the user preferences (see User Preferences). Current date and time are used to build the report name to make it unique. It can be printed using Adobe Reader software. Please note that the font is large enough to print 4 pages per sheet (Page handling section in the Print dialog box of Adobe Reader).

Actions By Date

You can produce a PDF file listing actions ordered by date for a chosen period in the future. Do ASAP, Scheduled and Delegated are always listed but you can choose if you want to include Inactive and/or actions which have been completed. You can choose to include actions notes, project/thought description into your report.

Parameters

  • Context list: you can select a context or choose All contexts. Contexts are ordered alphabetically;
  • Up to list: this selection let you choose how far in the future delegated and scheduled actions should be selected;
  • Include done actions?: if checked, all done actions for the selected context are included on the report;
  • Include inactive actions?: if checked, all inactive actions for the selected context are included on the report;
  • Show project/thought?: if checked, the thought description is shown for single actions (between braces {}) or the project description is shown (between square brackets []) for other actions;
  • Show notes?: if checked, the actions notes are included on the report;
  • Use colour?: if checked, the dates are shown using the colour convention as per the screens;
  • Remember these options: if checked, the parameters for this report are saved until the user changes them and saves them.

Layout

Scheduled and Delegated actions are listed first, ordered by action date, then Do ASAP actions grouped by context, followed by Inactive actions grouped by contexts.

The actions are listed with the following information:

  • Do ASAP action: description, followed by the topic in underline italic;
  • Inactive action: text in grey, description, followed by the topic in underline italic;
  • Scheduled action: scheduled date and time, followed by the description, context in italic and then the topic in underline italic;
  • Delegated action: follow-up date, followed by the description, the words "Delegate To" with the person delegated to, context in italic and then the topic in underline italic;
  • Done action: same as above with the text striked and the check box checked;
  • Project/Thought description: under the action if any;
  • Notes: under the action if any.

The header is set to the words "Actions Up To" followed by the Up to date (today's date + the number of days corresponding to the period Up To selected by the user). The date in the top right corner is today's date.

Output

The PDF file is saved in the folder specified within the user preferences (see User Preferences). Current date and time are used to build the report name to make it unique. It can be printed using Adobe Reader software. Please note that the font is large enough to print 4 pages per sheet (Page handling section in the Print dialog box of Adobe Reader).

Project Details

You can produce a PDF file listing all the details related to a specific project or all projects. There are two versions of this report: current - where only projects that are not done are selected; all - where done projects are included.

Parameters

  • Project list: you can select all projects, a project or a sub-project. Projects are ordered alphabetically;
  • Print sub-projects?: if checked, the details of each sub-project are printed each on a separate page;
  • List done items?: if checked, the done sub-projects and actions are included on the report;
  • Show notes?: if checked, the action notes are included on the report;
  • Use colour?: if checked, the dates are shown in colour (red for overdue, blue for today and green for this week);
  • Remember these options: if checked, the parameters for this report are saved until the user changes them and saves them.

Layout

On the first page, all the details displayed on the Project Tab are listed, followed by a tree showing the sub-projects and actions for the project. These are ordered as per on the screen, i.e. as defined by the user.

  • sub-projects are listed in bold;
  • Do ASAP action: the description is listed, followed by the context in italic;
  • Inactive action: text in grey, the description is listed, followed by the context in italic;
  • Scheduled action: the description is listed, followed by the word "Scheduled" with the scheduled date + time and then the context in italic;
  • Delegated action: the description is listed, followed by the words "Delegate To" with the person delegated to, followed by the word "Follow-up" with the follow-up date and then the context in italic;
  • Done action: same as above with the text striked and the check box checked.

If the sub-projects are printed, the same layout is used for each sub-project.

The date in the header is today's date.

Output

The PDF file is saved in the folder specified within the user preferences (see User Preferences). Current date and time are used to build the report name to make it unique. It can be printed using Adobe Reader software. Please note that the font is large enough to print 4 pages per sheet (Page handling section in the Print dialog box of Adobe Reader).

Project Outline

You can produce a PDF file listing the outline of a specific project or all projects. There are two versions of this report: current - where only projects that are not done are selected; all - where done projects are included.

Parameters

  • Project list: you can select all projects, a project or a sub-project. Projects are ordered alphabetically;
  • List done items?: if checked, the done sub-projects and actions are included on the report;
  • Use colour?: if checked, the dates are shown in colour (red for overdue, blue for today and green for this week);
  • Remember these options: if checked, the parameters for this report are saved until the user changes them and saves them.

Layout

For the selected projects, the tree showing the sub-projects and actions for the project. These are ordered as per the screen, i.e. as defined by the user.

  • Project description is listed in bold;
  • sub-projects are listed in bold;
  • Do ASAP action: the description is listed, followed by the context in italic;
  • Inactive action: text in grey, the description is listed, followed by the context in italic;
  • Scheduled action: the description is listed, followed by the word "Scheduled" with the scheduled date + time and then the context in italic;
  • Delegated action: the description is listed, followed by the words "Delegate To" with the person delegated to, followed by the word "Follow-up" with the follow-up date and then the context in italic;
  • Done action: same as above with the text striked and the check box checked.

The date in the header is today's date.

Output

The PDF file is saved in the folder specified within the user preferences (see User Preferences). Current date and time are used to build the report name to make it unique. It can be printed using Adobe Reader software. Please note that the font is large enough to print 4 pages per sheet (Page handling section in the Print dialog box of Adobe Reader).

PocketMod

You can produce a PDF file listing all the actions in the PocketMod (www.pocketmod.com) format.

Parameters

  • There are eight pages which correspond to the eight sections of the PocketMod printout;
  • Show project/thought?: if checked, the thought description is shown for single actions (between braces {}) or the project description is shown (between square brackets []) for other actions;
  • Use colour?: if checked, the dates are shown using the colour convention as per the screens;

Layout

The selected pages are displayed in the PocketMod order as follows:
  • Overdue: overdue scheduled and delegated actions ordered by scheduled/follow-up date and time;
  • Today: scheduled and delegated actions ordered by time;
  • Do ASAP actions: grouped by context. The contexts are listed alphabetically (except for None which is on top) and the actions are ordered alphabetically within context;
  • This Week: scheduled and delegated actions with scheduled/follow-up date within a week from today ordered by date and time;

The actions are listed with the following information:

  • Do ASAP action: description, followed by the topic in underline italic;
  • Scheduled action: scheduled date (if not today section) and time, followed by the description, the context in italic and then the topic in underline italic;
  • Delegated action: follow-up date (if not today section), followed by the description, the words "Delegate To" with the person delegated to, the context in italic and then the topic in underline italic;
  • Project/Thought description: under the action if any.

The date in the header is today's date.

Output

The PDF file is saved in the folder specified within the user preferences (see User Preferences). Current date and time are used to build the report name to make it unique. It can be printed using Adobe Reader software. Please note that the font is large enough to print 4 pages per sheet (Page handling section in the Print dialog box of Adobe Reader).

Import

This section describes the import features of ThinkingRock.

Import Thoughts

You can import a text file containing thoughts. A file dialog box allows you to select the file to import. The last directory used will be remembered.

Parameters

None.

Layout

Each thought should be on a separate line optionally followed by a tab and the topic name. If the topic does not exist or is not recognised, the topic "None" is set.

If the file is large (greater than approximately 50 lines) a confirmation message is displayed.

Export

This section describes the export features of ThinkingRock.

Export Actions (Text)

You can export Actions to a text file. You can choose which actions to include: Inactive, Do ASAP, Delegated and/or Scheduled. You can choose to include or not actions which are done and filter according to the context and/or topic. The "Up to" selection lets you choose how far in the future you want to export.

Parameters

  • Topic list: you can select a topic or choose All topics. Topics are ordered alphabetically;
  • Context list: you can select a context or choose All contexts. Contexts are ordered alphabetically;
  • Up to list: this selection let you choose how far in the future delegated and scheduled actions should be included;
  • Include Done?: if checked, all done actions for the selection are included;
  • Include Inactive?: if checked, all inactive actions for the selected context and topic are included;
  • Include Do ASAP?: if checked, all Do ASAP actions for the selected context and topic are included;
  • Include Scheduled?: if checked, all scheduled actions for the selected context, topic and Up to date are included;
  • Include Delegated?: if checked, all delegated actions for the selected context, topic and Up to date are included;
  • Field separator: you can select Tab, Comma or Semicolon;
  • Date Format: you can select the date format for date fields;
  • Fields 1 - 17: you can select which fields are output;
  • Remember these options: if checked, the parameters for this export are saved until the user changes them and saves them.

Output

The text file is saved in the folder specified within the user preferences (see User Preferences). Current date and time are used to build the file name to make it unique. The output file is opened in the text editor.

Export Actions (XML)

You can export Actions to an XML file. You can choose which actions to include: Inactive, Do ASAP, Delegated and/or Scheduled. You can choose to include or not actions which are done and filter according to the context and/or topic. The "Up to" selection lets you choose how far in the future you want to export.

Parameters

  • Topic list: you can select a topic or choose All topics. Topics are ordered alphabetically;
  • Context list: you can select a context or choose All contexts. Contexts are ordered alphabetically;
  • Up to list: this selection let you choose how far in the future delegated and scheduled actions should be included;
  • Include Done?: if checked, all done actions for the selection are included;
  • Include Inactive?: if checked, all inactive actions for the selected context and topic are included;
  • Include Do ASAP?: if checked, all Do ASAP actions for the selected context and topic are included;
  • Include Scheduled?: if checked, all scheduled actions for the selected context, topic and Up to date are included;
  • Include Delegated?: if checked, all delegated actions for the selected context, topic and Up to date are included;
  • Date Format: you can select the date format for date fields;
  • Fields 1 - 17: you can select which fields are output;
  • Remember these options: if checked, the parameters for this export are saved until the user changes them and saves them.

Output

The XML file is saved in the folder specified within the user preferences (see User Preferences). Current date and time are used to build the file name to make it unique. The output file is opened in the text editor.

Export Future Items (Text)

You can export Future Items to a text file. You can choose to include the topic or not.

Parameters

  • Field separator: you can select Tab, Comma or Semicolon;
  • Include Topic?: if checked, topics are included;
  • Remember these options: if checked, the parameters for this export are saved until the user changes them and saves them.

Output

The text file is saved in the folder specified within the user preferences (see User Preferences). Current date and time are used to build the file name to make it unique. The output file is opened in the text editor.

Export Future Items (XML)

You can export Future Items to an XML file. You can choose to include the topic or not.

Parameters

  • Include Topic?: if checked, topics are included;
  • Remember these options: if checked, the parameters for this export are saved until the user changes them and saves them.

Output

The XML file is saved in the folder specified within the user preferences (see User Preferences). Current date and time are used to build the file name to make it unique. The output file is opened in the text editor.

Export Information Items (Text)

You can export Information Items to a text file. You can choose to include the topic or not.

Parameters

  • Field separator: you can select Tab, Comma or Semicolon;
  • Include Topic?: if checked, topics are included;
  • Remember these options: if checked, the parameters for this export are saved until the user changes them and saves them.

Output

The text file is saved in the folder specified within the user preferences (see User Preferences). Current date and time are used to build the file name to make it unique. The output file is opened in the text editor.

Export Information Items (XML)

You can export Information Items to an XML file. You can choose to include the topic or not.

Parameters

  • Include Topic?: if checked, topics are included;
  • Remember these options: if checked, the parameters for this export are saved until the user changes them and saves them.

Output

The XML file is saved in the folder specified within the user preferences (see User Preferences). Current date and time are used to build the file name to make it unique. The output file is opened in the text editor.

User Preferences

The User Preferences screen allows you to change some aspects of the application. The following sections explain what you can change.

General - Check for updates

In this category there is an option for when ThinkingRock should check the Web site for a new version.

The choices are:


every startup   Check every time the application starts.
every day   Check after an interval of one day on start-up.
every week   Check after an interval of one week.
every 2 weeks   Check after an interval of two weeks.
every 3 weeks   Check after an interval of three weeks.
every 4 weeks   Check after an interval of four weeks.
never   No checking will be done.

Screens

The following options can be changed for the screens.

  • Initial startup screen. Allows you to select the screen to be displayed when the application starts up.
  • Buttons position. Allows you to choose whether buttons are displayed at the top of the screen (under the toolbar) or at the bottom of the screen. The application must be restarted before the change is applied.

Screens - Process Thoughts

The following options can be changed for the Process Thoughts screen.

  • Show Successful Outcome: if checked, the successful outcome field will be displayed. Text "successful outcome: " is added to the notes field.
  • Show Notes: if checked, the notes field will be displayed.
  • Append a note for delegated email: if checked, the text "Email sent " is appended at the end of the Notes for the corresponding Delegated action.

Screens - Actions

The following options can be changed for the Review Actions and Done Actions screens.

  • Use colour for reports: if this is checked the print screen will use colour for dates;
  • Font for reports: the font selected will be used for the print screen.

Screens - Projects

The following option can be changed for the Projects screen and panels.

Automatically sequence actions. Automatic sequencing is done at project level. If automatic sequencing is set for a project, when the last active action in that project is set to done, the application will set the first inactive action (if any) to the Do ASAP status.

  • If this is not checked, no automatic sequencing is done.
  • If this is checked all new projects will have automatic sequencing set to on. This can be changed in the projects screen, Sequence Actions check box.

Reports and Exports

The following options can be changed for reports and exports.

  • Output folder: allows you to select the directory where the exports and reports are saved.
  • Cleanup: allows you to select how often report and export files are to be removed.
  • Remove files older than: allows you to specify the age of the files to be removed.

Calendar

In this category there is an option to publish data to an iCalendar format file.

If this option is selected the path for the file can be entered. This can be either:


a file   The selected file is used as the output file.
a folder   The output file will be put in the selected folder and have the same name as the data file but with .ics extension.
blank  The output file will be put in the same folder and have the same name as the data file but with the .ics extension.

The iCalendar file is output every time the datafile is saved (at least every 30 seconds). It will be populated with Do Asap actions as To Do items, Delegated Actions with a follow-up date as All Day Events and Scheduled Actions as Specific Date and Time Events.

Data Files

ThinkingRock saves data in XML files.

Synchronising Data Between Computers

If you want to use ThinkingRock on more than one computer, install the program on each system and share a data file by transferring it between them. The data file size is small enough to be sent via email or copied to a USB drive.

Automatic Recovery

The ThinkingRock application automatically saves your data every 30 seconds and creates a backup file with the same name and a .bak extension, e.g. thinking-rock.xml.bak. This allows the application to recover the data file in the case of any abnormal termination, such as a power failure.

Backup

We recommend that you backup your data files regularly.

Feedback

We want to make this software as useful and easy to use as possible.

Please let us know what you think of it.

  • What do you like or dislike?
  • How can it be improved?
  • What features should be added or removed?
  • Did you find any bugs?
  • How did you hear about it?
You can visit our web site at www.thinkingrock.com.au and fill in the feedback form or post on the forum.