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How do I make best use of check mark, observation status, priority, and rating
#2
Hello Jeff,

The check mark column is for multiple selections, e.g. you want to copy a set of objects to another list (by right clicking in the multiple-selection column). It doesn't really make sense to have it attached to objects or to be shared with the Real Time tool.

The ratings are parts of the notes feature. Notes are attached to specific objects are are not depended on the observing list, in other words, they can appear across lists and will appear on the Real Time tool. Ratings are attachments. Attachments are things attached to objects, such as a note, note brief, rating, link, or image. These attachments are organized into attachment folders. An attachment folder is selected on the Nightly Planner and can be connected to an observing list. Once selected (upper right of the Nightly Planner) only the notes, ratings, etc are displayed that are in that folder. The Real Time tool works the same way. All you need to do is select the same attachment folder in the Real Time tool.

A case can be made for the observation status and priority to be attached to objects rather than be a feature unique to each list. But the flip side is that many people do want them to work that way, and in fact its a lot more flexible to to have them be part of a list. I can think of a half-dozen cases where a person might wish to have different priority and observation status values for the same object, depending on the project they are working on.

Having the status and priority shared between the Nightly Planner and Real Time tools is something I hadn't really considered before. I can see why this makes a lot of sense, and will start looking into sharing them between the two tools for the same list.

We have some tutorials on our youtube channel that might help clear up how these features are often used:
https://www.youtube.com/watch?v=uXc1wWwz...73IGuOhTwA
https://www.youtube.com/watch?v=PEk7bBvg...zr&pp=iAQB
Clear skies,
Greg
Head Dude at Skyhound
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RE: How do I make best use of check mark, observation status, priority, and rating - by theskyhound - 2024-03-07, 06:12 PM

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