• Development aids: organising to do’s and done’s (All)

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    #392411

    Hey,

    developing an Access application now and then, I have difficulties to organise my information & idea’s about
    – ‘done’: on which features I worked last time, indicating which changes to which objects I made, which might include in short why I didn’t choose a certain alternative, the purpose (why I did it, for future understanding);
    – ‘to do’: questions asked, proposals done, remarks given by (candidate) users, and keep track of what is done (in which version)
    – ‘to do’: my own idea’s about things which I might not forget to add, test, change, delete, develop, dig out, ask people,…
    I imagine this can be done in some kind of a task planner/project manager.

    My working method/circumstances are probably quite common, quick-and-dirty-a-like: we urgently need a database to store information, but have no time to make thorough analysis of all needs,… Therefore I have a meeting with the users first, gather most of the information which I assume to be needed in order to make a first draft. That draft is sent for testing & comments, (time might pass for a while, other things going on), I make a new version, etc.

    Right now, I use bare text document(s) with “to do’s” & a log of what I’ve done so far each ‘working session. In that ‘done’ part I try to limit as much as possible the information which can be retreived by Access’ documentor (or similar tools).

    Though, I’m looking now for a more structured way to store all this information. E.g. when I receive a mail with questions, I should be able to open this database/document, create a new entry for this topic, write down who asked it, to which feature/objects it’s connected, what’s involved, priority, reference to the e-mail, eventually copying relevant information, date of entry. Lateron, I should be able to add the ‘done’ part (what when how & eventually why not otherwise).
    Probably some hours of thinking and scratching in Word/Excel/access might do the job. Also, with each project, the structure used gets better organised. But still I feel like inventing the warm water again (too often). I searched the net already for hours, found, as often, all and nothing.

    So here I am (again): does anyone have any tips, examples or links for such thing, which might be called, I presume, a modest but decent task or project manager (unregarding form: a useful text document(s) structure, Excel/Access example, freeware,…) or suggestions around this issue, straight from your own real life experience rather than from the theoretical books & white papers? Any comments are greatly appreciated!

    Hasse

    ps Already downloaded but not tested yet:
    – QuickNote (http://jens.metz-furniere.de/jcmb/quicknen.html)
    Probably I’ll use some kind of ‘stickies’ tool too, to nail thoughts down when I have no time to open the manager. Of these, I think I have downloaded enough examples to have a good one. Just fyi, here they are:
    – Stickies (http://www.btinternet.com/~tom.revell/)
    – dnoter (http://www.ruinedsoft.com/, http://download.com.com/3000-2074-10153727…l?tag=lst-0-22)

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    • #704365

      Microsoft Project is probably overkill for what you want. Have you considered using Outlook? Apart from the e-mail function, it has contacts, calendar, tasks and notes. You can organize items in categories etc.

      • #704441

        HANS
        thanks for the tip. But unfortunately we don’t use Outlook here… I assume that this certainly has advantages towards virus protection etc, but as the alternative (Netscape Messenger yikes 4.7) isn’t that feature rich I can’t mind feeling a little stuck though grin.
        TOM
        Would you be so kind to post an empty db with your stock table, form & report? As you describe it, it might certainly worth to take a look at. If you’ld like to get some comments lateron, please tell. The Access version used doesn’t matter, but if you can choose: our environment here is still Access 97.
        thankyou
        Hasse

        • #704582

          Hasse,

          Here you go. This was in Access 2003 format but I saved it in Access 97 format so it should be okay for you. The title on the form and the report can be changed by changing the value of the APP_TITLE constant defined in the General Routines module. Otherwise, it all should be fairly self explanatory.

          Again, not a whole lot of rocket science here, but I’ve found it to be a convenient little tool.

          let me know what you think.

          • #708742

            I’ll comment as fast as I’m gonna use it (due to time pressure, I couldn’t copy my notes to the table yet, but it’s certainly on my to do – list).
            Thanks!

          • #708743

            I’ll comment as fast as I’m gonna use it (due to time pressure, I couldn’t copy my notes to the table yet, but it’s certainly on my to do – list).
            Thanks!

    • #704437

      This may be underkill, but I have a “stock” table, form, and report that I import into each database I’m working on to track things that need to be done. Being in the database itself, it’s relatively easy to keep it up to date “on the fly.” I use it log problems as they come up, ideas for enhancements as they enter my little brain, etc. It includes such things as Date Entered, Date Completed, Priority, Table./Query/Form/Report/Module affected, Statement of Problem, Description of Resolution, etc. It could certainly be embellished to fit your particular needs.

      Mind you, it’s nothing fancy, but if you’d like a copy let me know.

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