OneNote task management - completion dates and archiving

[Chani]

I am currently using OneNote 2003 and I love it. I keep track of my tasks
using custom flags (which I also love). I have one note for each area that I
work in, and within each note multiple small tasks that need to be done in
that area. When I complete a task I make note of the completion date and
check it off. At the end of the week I take all my completed tasks and move
them (manually) to an archive page that has the exact same set of notes (same
title) which hold only completed items. This is because I don't want to
loose the info on what I have done and when it was completed, but I don't
want completed tasks cluttering up my task view.

I have 2 feature requests. If they are already available and I just haven't
found them, let me know and I will dance joyously. If not, would this be the
best place to submit them?

1) Option to auto-date tasks with completion date. If this option is set
each task I check off is automatically marked with the date it was marked
completed. However, I could change the resulting date if I wanted to (say I
checked it off the day after completing it).

2) Archiving tool for a task page. There is a button on the toolbar that I
push when I am ready to move all my completed tasks to an archive page. The
archive page has the same notes in it as my main page but when I push the
button all the completed tasks are moved from a note in the main page to the
matching note in the archive page.

Thanks!
Chani

 

[Erik Sojka]

There are some workarounds. ::cues dance music::

1) If you're running OneNote SP1, you can manually add the date and time
on any line by going to Insert | Date & Time. If you use the KB
shortcuts to assign flags then you can combine several shortcuts together
(at least for the first 10 flags). Ctrl-number to check off the flag,
then an immediate Alt-Shift-F to note the date.

2) You can use the Note Flag Summary (View menu) along with the "Show
only unchecked items", and "Search" dropdown to get a customized list of
completed/uncompleted flags. Then you can create an archive page by
clicking on "Create Summary Page" button. Play around with all of the
options on this Task Pane to see if they can meet your needs. I
personally work the same way (heavy use of flags) and I don't find I have
to move completed items to another page since I can use this Task Pane.