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johnciacia / propel

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Improve Filtering #14

Open s3w47m88 opened 13 years ago

s3w47m88 commented 13 years ago

Users should be able to filter by a date range, contributors, role and/or categories.

Also, the ability for users to create "Filter Presets" is important. For example, as a project manager I want to be able to see project due this week quickly and separate from other tasks and projects. While someone else might want to create a custom filter showing the next two weeks.

s3w47m88 commented 13 years ago

Here is a reference tutorial.

http://wordpress.stackexchange.com/questions/578/adding-a-taxonomy-filter-to-admin-list-for-a-custom-post-type#answer-582

s3w47m88 commented 13 years ago

Can we make "Trash", "Archive", "Pending Review", "Draft" and "Completed" categories as well?

If we could, does that mean we won't the "Trash", "Archive" and "Completed" "quick options" that appear beneath a project or task title wouldn't work anymore? Or can we redirect them as well?

And if "Pending Review" and "Draft" become categories, does that mean we can't use the "Status" option in the "Publish" panel of a project or task page?

The benefit of using categories for them all is that it will make filtering really easy. But I don't know if that's working outside of the way WordPress API is designed to function.

s3w47m88 commented 13 years ago

I noticed I can filter by the client or user/manager by just selecting their name. This is nice, but I think it should still be accompanied by an option in the filtering panel.

johnciacia commented 13 years ago

Just so we are clear, "Trash", "Pending Review", and "Draft" are built in post statuses. Are you suggesting we implement them using categories instead?

The problem I have with using "categories" is that multiple categories can be associated with a post, and it doesn't make sense to give the user the option to mark a project/task as "Pending Review" AND "Draft" at the same time.

s3w47m88 commented 13 years ago

That's a good point. I figure we could hide certain categories based on certain conditions. It's a little more work that way, but I think it will ensure we can manage filtering from the same location. Giving the user more options to special filtering. Though I'm not opposed to other methods. Just trying to find the most efficient.

s3w47m88 commented 12 years ago

Filtering should be available for Tasks AND Projects. The ability to filter and then reorganize tasks is critical to good project management. One obstacle I see is that if you filtered, say, by "Due this week" but you wanted to customize that list by dragging and dropping them into a customize order... how could this be achieved? Maybe this is an extension of the preset filters so the user creates their filter "Due This Week" and we add a condition that memorizes order based on the filter type using jQuery?