Planner Tip #2: Streamline undated tasks

| emacs

One of the coolest things about Planner is the way you can tweak it to
fit the way you think. Customizing planner-create-task isn’t about
shaving seconds off your task-creation time. It’s about making it
easier to get tasks out of your head and into Planner.

Variables like planner-expand-name-default and planner-use-day-pages
make it easy to change Planner behavior to fit common ways of doing
things. If you want to make greater changes, you can add advice to
functions. See “Advising Functions” in the Elisp info manual for more
information. Function advice is called only after arguments have been
read. If you want to change the way arguments are asked for, define a
new function and make an alias to it, or just redefine the old one.

Do you prefer working with mostly-undated tasks? Defaulting to undated
tasks allow you to postpone thinking about when to do something. It
keeps your day page task lists meaningful and manageable, too. This
also makes Planner a better fit for the Getting Things Done method
(GTD), which encourages a distinction between getting tasks into your
trusted system and deciding when to do them.

Creating undated tasks

Let’s say that you want to create undated tasks while still
using day pages for other parts of Planner. Here’s one way to do that.

(defadvice planner-read-task (around sacha activate)
  (let ((planner-use-day-pages nil))
    ad-do-it))

To disable that piece of advice, use M-x ad-deactivate RET planner-read-task.

What if you want to create dated tasks if
planner-create-task-from-buffer is called with the universal prefix
(C-u)? Disable the previous piece of advice or remove it from your
~/.emacs and use this instead:

(defun planner-read-task ()
  "Return a list of information for a task."
  (list
   (read-string "Describe task: ")
   ;; This part changes
   (when current-prefix-arg
     (if (condition-case nil (calendar-cursor-to-date) (error nil))
         (planner-date-to-filename (calendar-cursor-to-date))
       (let ((planner-expand-name-favor-future-p
              (or planner-expand-name-favor-future-p
                  planner-task-dates-favor-future-p)))
         (planner-read-date))))
   ;; This part still stays the same
   (when planner-use-plan-pages
     (let ((planner-default-page
	    (if (and (planner-derived-mode-p 'planner-mode)
		     (planner-page-name)
		     (not (string-match planner-date-regexp
					(planner-page-name))))
		(planner-page-name)
	      planner-default-page)))
       (planner-read-non-date-page
	(planner-file-alist))))
   planner-default-task-status))

What if you always want to prompt for the date, but want it to default to undated when you hit RET?
Use the following to your ~/.emacs instead:

(setq planner-expand-name-default nil)
Copying undated tasks somewhere

If you’re working with undated tasks, then you probably want to make
sure they’re copied onto a task page somewhere. You can use
planner-multi to automatically do so when you create a task.

(require 'planner-multi)
(setq planner-multi-copy-tasks-to-page "TaskPool")

You can specify multiple pages for planner-multi-copy-tasks-to-page. For example:

(setq planner-multi-copy-tasks-to-page "TaskPool [[TaskPoolByProject][p]] [[TaskPoolByContext][c]]")

If you want to be explicitly prompted for pages, but default to
Task Pool if not specified:

(defun planner-read-task ()
  "Return a list of information for a task."
  (list
   (read-string "Describe task: ")
   (when (and planner-use-day-pages current-prefix-arg)
     (if (condition-case nil (calendar-cursor-to-date) (error nil))
         (planner-date-to-filename (calendar-cursor-to-date))
       (let ((planner-expand-name-favor-future-p
              (or planner-expand-name-favor-future-p
                  planner-task-dates-favor-future-p)))
         (planner-read-date))))
   (when planner-use-plan-pages
     (let ((planner-default-page "TaskPool"))
       (planner-read-non-date-page
        (planner-file-alist))))
  planner-default-task-status))

Have fun with undated tasks!

You can comment with Disqus or you can e-mail me at sacha@sachachua.com.