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ToDoList 8.2 - An Effective and Flexible Way to Keep on Top of Your Tasks

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17 Sep 2023Eclipse12 min read 62.2M   441.3K   3.6K   32.8K
A hierarchical task manager with native XML support for custom reporting

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Note: Please contact the respective authors directly with comments and questions

todolist2/CP_screenshot2.png

Latest Update (8.2 Feature Release)

  • Added 'Markdown' comments
  • Added highlighting of 'Circular Dependencies'
  • Added 'Calculations' to 'Custom Attributes'
  • Added 'Custom Date' attributes to 'Week Planner'
  • Added 'Custom Date' attributes to 'Calendar'
  • Added 'Drag and Drop' from 'Explorer' to 'Spreadsheet' comments
  • Added dedicated toolbar button for creating 'ToDoLIst UDTs'
  • Added 'Recurrence' options to 'Filter Bar'
  • Added '-mp' command line switch to use first decryption password as a 'Master Password'
  • Added toolbar button to 'Find Tasks' dialog to allow closing when docked
  • Added 'Calendar' preferences to show 'Week Number' in cell header
  • Added 'Straight Line Connections' option to 'Mind Map'
  • Added 'Completed Date' to 'Attribute Inheritance'
  • Improved layout of overlapping 'Calendar' tasks
  • Improved handling of 'Due Task Notification' hyperlinks
  • Improved 'Time Tracker' task selection
  • Improved 'Edit Dependency' task selection
  • Improved performance of 'flat' tasklists

Introduction

You know how it is - you start work on one project and halfway through, you find one or two side-projects crop up that have to be solved before you can continue on the original project.

This is one such project with the added twist that it too started its life as a side-project. Here's what happened:

<Cue wavy screen effect>

I can only imagine that the planets must have been in (mis-)alignment or something, because at one point a few months ago, I was suddenly fielding emails on four or five separate articles I had previously submitted to CodeProject, some asking for features and others for bug fixes.

Foolishly or otherwise, I largely agreed with all the points raised, and subsequently found myself with fourteen or fifteen separate issues to resolve.

The situation was also made worse because I was trying to use CodeProject to keep track of all the things I had agreed to do, meaning that I had to continuously trawl the comments section of each article to remind myself of what I was supposed to be working on.

It even got to the stage where I was worrying that I'd fail to deliver on something - silly I know, but there you are!

Keeping a list on paper was a definite step in the right direction, but since I do all my coding on the same machine, it seemed somewhat inelegant, and anyway, we all know what happens to crucial bits of paper left lying around on desks and such.

The next step was to hunt around on the web for a tool to meet the following requirements:

  • Simple interface
  • Support for hierarchical data
  • Numbered items/subitems
  • Open file format
  • Freeware

Simple, huh! not!

I will admit that I did not spend weeks searching, but I am still surprised at the general lack of software matching my needs.

On reflection, I think that the reason may be simple: people are so used to commercial software being 'feature-rich' that when they come to design software themselves, they (not unreasonably) think they too need to cram as much in as possible, often leading to software where a lot of essential functionality is hidden away in the menu bar.

So, surprise, surprise, I decided to write something myself.

However, it's fair to say that I did not originally intend to post it on CodeProject and am only really doing so because I had a heap of fun solving some very interesting problems and these are what I think make it worth it.

Using the Software

There's really very little I need to say here since every feature/function is explicitly visible in the interface.

Nevertheless, the following list of basic capabilities and omissions may go someway to answering any questions that arise:

  • Files are stored in XML format with .xml file extension.
  • Trying to load a non-tasklist file will generally fail (unless you read the code to see how to circumvent it).
  • The number of items/subitems is limited only by memory (although performance may be the deciding factor before you exhaust memory).
  • Marking a parent item as 'done' will also gray-out child items, but they are not disabled or automatically marked as 'done'.
  • An ellipsis (...) indicates that an item has sub-items.
  • All items can be expanded or collapsed (by double-clicking).
  • Top-level items and sub-items are created using different toolbar buttons.
  • There are task-specific context-menus.
  • The previously open tasklists are re-opened on startup.
  • The tasklist is automatically saved when closing the software or minimizing it to the system tray.
  • The priority of a task is shown as a grayscale box to the left of the item.

Points of Interest

Here's where we come to the side-projects I was talking about, the first two of which I intend to work up into follow-up articles.

They are:

  1. The 'ordered' tree control, which incorporates a non-client gutter for displaying the item numbers.

    The idea stemmed from research I did into alternative designs for a tree-list control, which did not solve it by creating a hybrid control incorporating a tree and a list.

    The hybrid control seems such an obvious solution that I suspect few people have stopped to question it, but it has still always struck me as looking far too much like hard work to be truly elegant ('square pegs' and 'round holes' spring to mind).

    One possible idea is to implement the 'list' portion entirely in the non-client area of the tree. I.e., shift the right hand client edge to the left and then render the list portion in the resulting non-client area.

    Whilst I've yet to get round to building a proof of concept, it was nevertheless this ongoing mental debate which prompted me to try to solve the requirement for numbered items and subitems by rendering the item/subitem numbers in the non-client area.

    Without going into too much detail (as this will subsequently be an article of its own), this is how I got it to work:

    • Handle TVM_INSERTITEM and TVM_DELETEITEM to know exactly when items are added and removed.
    • In these handlers recalculate the width of the gutter required to display the widest 'dotted' item/subitem number. (Note: this is not necessarily simply the deepest subitem.)
    • If the required gutter width changes, call SetWindowPos(NULL, 0, 0, 0, 0, SWP_FRAMECHANGED | SWP_NOMOVE | SWP_NOSIZE | SWP_NOZORDER) to force Windows to recalculate the non-client area of the control.
    • Handle WM_NCCALCSIZE when it does, and offset the left border by the required gutter width.
    • Handle WM_NCPAINT for painting the numbers.

    This is necessarily an over-simplification, but it captures the essence of the solution, and all that essentially remains is lots of fiddling about to ensure the non-client area gets redrawn at the the right times to stay synchronized with the client area.

  2. Embedding .RC control definition data directly in a .cpp file to break the dependency on binary resources (a.k.a. 'Runtime Dialogs').

    This is an idea that has been floating about for quite some time and which has only recently gelled into a workable solution.

    The problem, put simply, is that if you want to take advantage of the resource editor in Visual Studio (and who doesn't), then you very quickly find yourself stuck with having to load dialog templates from resources compiled into the binary file.

    This further means that if you want to make use of a dialog across multiple projects, then either you need to copy and paste the dialog template between project .RC files, or you need to build the dialog into a DLL from which it can be accessed.

    'Runtime Dialogs' (a snappy title I coined myself) is a solution that neatly sidesteps both the nuisance of copying dialog resources between resource files and the extra work (and maintenance) involved in packaging dialogs in DLLs.

    And it works like this:

    • First, you design your dialog template in the resource editor, create a CDialog derived class using class wizard, and wire up all the controls just as you normally would.
    • Next, you #include "runtimedlg.h" and change all instances of CDialog to CRuntimeDlg.
    • Then, you cut and paste the control definition section from the appropriate section in the .RC file and embed it directly in the dialog's .cpp file as a static string (with a bit of tweaking to handle double quotes and such like).
    • Finally, in the constructor of your dialog, you simply call CRuntimeDlg::AddRCControls(...) passing the control definitions as a string.
    • And CRuntimeDlg takes care of the rest including, if required, auto-sizing the dialog to suit the control layout.

    I'm certainly not suggesting that this is a 'win-win' solution for all situations but it certainly has merits in its closer coupling of dialog template to dialog code which makes sharing dialogs across multiple projects a breeze.

    P.S.: In case it's not clear here, I used CRuntimeDlg to create CToDoCtrl which encapsulates the ordered tree together with the priority, date and comments controls as a single simple-to-instantiate control.

    I'm also proposing to use them in the .NET port of my ProjectZip add-in for VC6.

  3. Embedding the XML file in a web page.

    This is possibly the most satisfying aspect of the whole project because it was completely unexpected.

    What I mean is that, until recently, my knowledge of DOM and XMLDOM was virtually non-existent, as it's only since I've become more interested in the presentation of AbstractSpoon that I've been forced to get to grips with the various implementations of DOM and XMLDOM out there.

    I'm pleased to say that the code on my site works under IE 6.0, Netscape 7.1, and Mozilla, although custom code was required to achieve this.

Generic MFC Classes that may prove Useful to You

The following table lists a wide range of utility classes written for this project. They can all be included in any MFC project provided you include any class dependencies too. Feel free to ask any questions relating to these specific classes and how to use them.

Class Name

Description

Class Dependencies
(apart from MFC)

CAboutDlg

Customizable "About...' dialog not requiring a dialog resource. Supports html encoded text

CRuntimeDlg, CRCCtrlParser

CAutoComboBox

Adds only unique items to the drop list and shuffles the list so that the last added item is at the top

CHoldRedraw

CAutoFlag

Encapsulates the setting and unsetting of a boolean variable thru the lifetime of the class instance

 

CColorButton

Non-ownerdraw button that displays the selected colour on the button face and displays the colour dialog when clicked

CEnColorDialog

CColorComboBox

Owner-draw combobox for displaying and selecting user defined colours

 

CDateHelper

Encapsulation of various rountines for calculating date spans and for formatting

 

CDeferWndMove

Encapsulation of the Win32 API

 

CDialogHelper

Re-implementation of the CDialog DDX/DDV rountines to avoid the MFC error messages when the user clears a number edit (for instance)

 

CDlgUnits

Encapsulates the MapDialogRect Win32 API

 

CDockManager

Class for managing the docking of one popup window to another.

*CSubclassWnd, CHoldRedraw, CAutoFlag

CDriveInfo

Encapsulates various rountines for querying about drives, files and disk space

 

CEnBitmap

Adds support to CBitmap for loading non-bmp files and resources.

 

CEnBitmapEx, CColorReplacer, CImageBlurrer, CImageColorizer, CImageContraster, CImageEmbosser, CImageFlipper, CImageGrayer, CImageLightener, CImageNegator, CImageResizer, CImageRotator, CImageSharpener, CImageShearer, CImageSysColorMapper, CImageTinter

Adds image manipulation funationality to CEnBitmap

CEnBitmap

CEnColorDialog

Adds saving and restoring of custom colours to CColorDialog

 

CEnCommandLineInfo

Adds functions for extracting and querying commandline switches

 

CEnEdit

Adds user-defined button capabilities to CEdit

CMaskEdit, CThemed, CDlgUnits

CEnToolBar

Adds support for using alternative resource or file images

 

CFileEdit

Adds buttons for browsing and displaying the file represented by the text in the edit control. Also shows the file's small icon.

CEnEdit, CFolderDialog, CMaskEdit, CDlgUnits, CThemed, CSysImageList

CHoldRedraw

Encapsulates WM_SETREDRAW

 

CHotKeyCtrlEx

Fixes a number of behavioural problems including the handling of certain keypresses

 

CHotTracker

Tracks the cursor movement over user-defined windows and posts event messages as necessary

*CSubclassWnd,

CLimitSingleInstance

Provides simple method to detect if another instance of an app is running

 

CMaskEdit

Adds simple character masking to CEdit

 

CNcGutter

Allows the UI of standard windows controls to be extended by supporting any number of columns to be added to the non-client area of the window. Favours tabular controls like lists, trees, etc

*CSubclassWnd, CHoldRedraw, CThemed, CDlgUnits

COrderedTreeCtrl

CTreeCtrl implementation of CNcGutter displaying a single column showing the hierarchical position of each tree item in '1.2.3.4' notation.

CHoldRedraw, CThemed

CPasswordDialog

Very simple password dialog not requiring a dialog resource

CRuntimeDlg, CRCCtrlParser

CPropertyPageHost

Simpler replacement for CPropertySheet allowing easier creation as a child window

 

CRCCtrlParser

Used by CRuntimeDlg for parsing dialog resource-like text

 

CRuntimeDlg

Adds support to CDialog for building dialogs at runtime ie. dialogs do not require a dialog resource

CRCCtrlParser

CShortcutManager

Class for handling application keyboard shortcuts.

*CSubclassWnd, CWinClasses

CSpellCheckDlg

Spellcheck dialog not requiring a dialog resource, which interfaces with ISpellCheck (interface to Open Office dictionaries)

CRuntimeDlg, CRCCtrlParser, ISpellCheck

CSysImageList

Encapsulates the Windows system image list (file/folder images)

 

CTabCtrlEx

Adds post rendering callback for the tabs without using owner-draw

 

CThemed

Encapsulates themed (XP) and non-themed (the rest) drawing of windows controls

 

CTimeEdit

Adds a button for specifying time units and provided routines for converting time to and from different time units

CEnEdit, CMaskEdit, CThemed, CDlgUnits

CToolbarHelper

Adds support for dialog toolbar tooltips, multiline tooltips and dropbuttons with menus

*CSubclassWnd, CEnBitmap, CEnBitmapEx

CTrayIcon

Encapsulates the Shell_NotifyIcon Win32 API. Also provides balloon tips and animation

*CSubclassWnd,

CUrlRichEditCtrl

Adds support for recognizing urls, clicking them and setting custom url callbacks

 

CWinClasses

Encapsulates the ::GetClassName Win32 functions

 

CXmlFile, CXmlItem

Non-Unicode class for reading and writing xml files

 

CXmlFileEx

Adds encryption capabilities to CXmlFile

CXmlFile, IEncryption

* CSubclassWnd was originally written by Paul DiLascia for MSJ magazine. The version I use has been heavily extended to suit my specific needs. The classes that depend on it here need this extended version.

Further Work

Whilst this tool was originally intended for my personal use only, it is now a 'community' project, so if you find it useful and want to make suggestions for enhancements or bug fixes, please post to our Google Group.

History

  • History now held here
  • 1.1-7.1 (removed by .dan.g.)
  • 1.0 (4 Nov 2003)

License

This article, along with any associated source code and files, is licensed under The Eclipse Public License 1.0


Written By
Software Developer Maptek
Australia Australia
.dan.g. is a naturalised Australian and has been developing commercial windows software since 1998.

Comments and Discussions

 
GeneralBug report - right click menu not updated Pin
Fred Koschara6-Feb-07 6:48
professionalFred Koschara6-Feb-07 6:48 
GeneralRe: Bug report - right click menu not updated Pin
.dan.g.6-Feb-07 12:06
professional.dan.g.6-Feb-07 12:06 
GeneralSuggestion: recurrence on "nth" day-of-week of month Pin
starr886-Feb-07 4:48
starr886-Feb-07 4:48 
GeneralRe: Suggestion: recurrence on "nth" day-of-week of month Pin
.dan.g.6-Feb-07 12:05
professional.dan.g.6-Feb-07 12:05 
GeneralSuggest Additional Parsing of Command Line Arguments Pin
Brad Sherwood5-Feb-07 16:08
Brad Sherwood5-Feb-07 16:08 
GeneralRe: Suggest Additional Parsing of Command Line Arguments Pin
.dan.g.6-Feb-07 12:03
professional.dan.g.6-Feb-07 12:03 
GeneralRe: Suggest Additional Parsing of Command Line Arguments Pin
Brad Sherwood27-Jul-07 6:34
Brad Sherwood27-Jul-07 6:34 
General[Feature-Suggestion-Request] - 'Find Tasks' and 'Filter' Pin
mike 20005-Feb-07 11:59
mike 20005-Feb-07 11:59 
I was thinking about these features at work today and I just thought I would post my thoughts on this subject. I also noticed that Hoppfrosch has been making some good suggestions about this. Also I am aware of these (see *1) in your current workload.

I use filter functionality a lot because I like to see only what I want in front of me and not be distracted by any other tasks.

When I first started using the application I was surprised that the 'Filter' and 'Find Task' functionality worked so differently. I would have thought that they would operate in a similar fashion.

A 'Find' is finding tasks matching a Criteria and 'highlighting them/bringing them to users attention'
A 'Filter' is finding tasks matching a Criteria and 'hiding everything else'


Some problems with existing system:
No ability to have favourite 'Finds'/'Filters'
Filter bar is very limited - eg only 'above' for Risk/Priority - no 'below' etc..
'Find' search criteria is significantly better than 'Filter's
Find/Filter have differing methods of selecting criteria
Possible missed opportunity to reuse code (I have to admit I have not looked at your code in too much detail - I see too much of it at work Smile | :) )


Its probably just best if I explain how I would implemented the Find/Filter functionality - I have drawn some dialogs with Visual Studio 2k5 to better explain:


Ok, so you would have one dialog box in code (keeps exe small) that would pop up on the end of: Find Tasks... and Filter... in the menus.

Depending on where it is called from you will know what you are doing with it and will be able to make the small alterations to it to make it a Filter/Find dialogue.

Here is how it would look for Filter

Here is how it would look for Find

If you look at the 'find' one you have at the top a 'Criteria' combo box, this would let you save/choose your different 'saved criteria'. Choosing one from the list populates the fields below. Typing a new name after selecting rules below and clicking save will save a new criteria. Highlighting an existing 'saved criteria' and changing the fields then clicking save would replace the criteria.

So below that you have several combo boxes etc... under the label headings. Each LINE of this would be a rule in the search criteria. I have put four here but you could probably dynamically add lines as the user needs, you would probably start with just one blank line shown (actually probably just the first 'Look for' combo and then when that is chosen the next part of the rule making step appears).

The 'Look for' is the task item. It's a combo box that drops down and lets you choose Risk/Priority/Cost/Due Date etc...

The 'Where' and the two following 'Data' boxes are your 'matching' part
'Where' is a combo box that gets populated with specific entries for the 'Look for' selection (I have put some extra suggestions for this at the end see *2):

The Data1 and Data2 are where you would put your data selection combo/date-picker/text-box. For example: Priority combo box letting us choose the number or your pop up calendar combo box letting us choose a date etc... There are two fields for the 'between' type selections. You would never need more than two data items (in terms of space.) Also you might want to call the label something other than Data1 Data2.


So each line of that could contain for example:

Look for: Risk Where: is below Data1: 3
Look for: Risk Where: is between Data1: 5 Data2: 8
Look for: Due date Where: is after Data1: 12/12/06

And so forth...

The beauty of this is that you can search for multiple things in one specific field of the task (see the two risk lines above) because you can just add another line of the search criteria.


So once you have manually entered the criteria (and optionally saved it) or once you have selected a previously saved criteria and had the lines automatically populated you could then:-

Click the find button. When this dialog is posing as a 'Find' version you would make visible the 'Find to' check boxes next to the button. Choosing 'task list' instantly closes the dialogue and either a) highlights all the tasks matching the criteria or b) highlights the first one matching this criteria that it finds (see *3 later). Choosing 'new list' and clicking find will expand the length of the dialogue down and reveal a list like the one you have in your existing application that you could populate with matching tasks. Obviously the two check boxes would be 'either or' and not both.

Here is what it would look like with the 'new list' revealed at the bottom.


The dialogue in 'Filter' mode obviously looks very similar and acts very similar. The only difference is the Form title and the button text. Even the criteria saving format is the same!!! And obviously when you click filter the dialogue disappears and you are left with a filtered task list. And the hidden 'new list' items used in 'Find' mode are not used!



So finally that brings me to the Filter bar:

Here is how your new Filter/Find bar would look.

The combo boxes would drop down to reveal the 'saved criteria'. The go button would execute the Find/Filter on the task list below. (*3:-->) When using 'Find' on the filter bar it would do one of two things depending on an option you set somewhere (preferences?). 'Find' would a) highlights all the tasks matching the criteria or b) highlights the first/next one matching this criteria that it finds.( you could bring F3 into play here to skip through matching tasks) That ties in with the two things that the actual 'find' dialogue would do on clicking the 'find' button.

You also have clear and refresh buttons there too. Also since the Find and Filter saved criteria are the same format (stored in you settings ini?) you could probably have just the one combo box and two radio buttons to choose find/filter and one go button.

I have not mentioned things like your docking etc because I have not thought about how they could be brought in to this system.


I hope there are some ideas there that you could make use of. As you can see I was thinking about this a little bit 'too much' at work today.

I'll just leave you with a sketch of how a simple 'Filter' dialogue could look after choosing a simple 'saved criteria' from the combo.

Mike

*1:
I'm aware of these
[5] add preferences to control what filter controls are visible
[0] filtering options to search on tasks having *no* 'alloc to', 'alloc by' or 'status' attribute.
[0] improved text searching in 'Find Tasks'
[5] add sortability to find dialog



*2:
Here are some ideas for the lines of criteria:

a) I would separate Title and Comments into their own 'Look for' entry. Then in 'where:' the user could choose from:

-Contains
-Does not contain

And then your 'data' box would have a text box for inserting search text.


b) For date fields the 'where' combo could have:
Is on ---- date
Is after ---- date
Is before ---- date
Is in the next ---- x days/months/years
Is in the last ---- x days/months/years
Is older than ---- x days/months/years
Is between ---- date date
Is not between ---- date



Ideas are licensed under a
Creative Commons Attribution-ShareAlike 2.5 License
GeneralRe: [Feature-Suggestion-Request] ‘Find Tasks’ and ‘Filter’ Pin
.dan.g.5-Feb-07 12:09
professional.dan.g.5-Feb-07 12:09 
GeneralCommand Line Switch -tid is working only sometimes Pin
Brad Sherwood5-Feb-07 9:41
Brad Sherwood5-Feb-07 9:41 
GeneralRe: Command Line Switch -tid is working only sometimes Pin
.dan.g.5-Feb-07 12:03
professional.dan.g.5-Feb-07 12:03 
GeneralRe: Command Line Switch -tid is working only sometimes Pin
Brad Sherwood5-Feb-07 16:14
Brad Sherwood5-Feb-07 16:14 
GeneralRe: Command Line Switch -tid is working only sometimes Pin
.dan.g.6-Feb-07 11:55
professional.dan.g.6-Feb-07 11:55 
GeneralRe: Command Line Switch -tid is working only sometimes Pin
Brad Sherwood6-Feb-07 13:50
Brad Sherwood6-Feb-07 13:50 
GeneralRe: Command Line Switch -tid is working only sometimes Pin
.dan.g.6-Feb-07 15:35
professional.dan.g.6-Feb-07 15:35 
GeneralRe: Command Line Switch -tid is working only sometimes Pin
jamesfancy6-Feb-07 16:42
jamesfancy6-Feb-07 16:42 
GeneralRe: Command Line Switch -tid is working only sometimes Pin
Brad Sherwood27-Jul-07 6:16
Brad Sherwood27-Jul-07 6:16 
General[Bug] 'Less than' field not working in Find Tasks Pin
mike 20005-Feb-07 7:34
mike 20005-Feb-07 7:34 
GeneralRe: [Bug] 'Less than' field not working in Find Tasks Pin
.dan.g.5-Feb-07 12:02
professional.dan.g.5-Feb-07 12:02 
Generalfeature: remove fields Pin
svandragt5-Feb-07 3:57
svandragt5-Feb-07 3:57 
GeneralRe: feature: remove fields Pin
.dan.g.5-Feb-07 12:00
professional.dan.g.5-Feb-07 12:00 
GeneralRe: feature: remove fields Pin
svandragt5-Feb-07 21:52
svandragt5-Feb-07 21:52 
Questiontodolist_help Pin
Member 37921394-Feb-07 22:32
Member 37921394-Feb-07 22:32 
AnswerRe: todolist_help Pin
Brad Sherwood5-Feb-07 9:35
Brad Sherwood5-Feb-07 9:35 
GeneralRe: todolist_help Pin
Fred Koschara6-Feb-07 6:43
professionalFred Koschara6-Feb-07 6:43 

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