This is the second in a series on productivity tools for writers. I use technology to minimize the tasks that I find tedious, or to help me avoid errors, and maximize the time I have to be creative.
[03/31/2014 Edited to update screenshots reflecting latest version of Insightly.]
This is a quick tutorial that shows how I set up the categories and custom fields for Projects. No programming is required.
To get started, you need to find the Settings icon. First you must click the little down-arrow next to your picture in the upper right corner. then look for the cog icon. It is labeled "System Settings."
You should arrive on the settings page shown below:
Click on Categories to go to the category screen:
My Project categories are listed below, and you may wish to add some of your own based on the types of writing projects you do
- Blog
- Flash Fiction
- Novel
- Short Story
Now click on Custom Fields in the settings toolbar.
Go to the Project Fields tab, and click the Add New Custom Field link.
I use these three custom fields:
- Word Count (Type=Text)
- Genre (Type=Dropdown)
- Science Fiction
- Fantasy
- Horror
- Cross-Genre
- Other
- Sub-Genre (Type=Text)
The next post in the series will discuss using the Tasks tab to schedule and track work.
Prior posts in this series:
Tracking Story Ideas with Insightly Projects
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