Locus GTD

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Custom Filters (Perspectives) ​

A Custom Filter is a saved rule query for repeatedly viewing matching tasks and projects. The Mac navigation calls this feature Filters; iPhone and iPad currently call it Perspectives. Both use the same data and rules, and code or older links may use Perspective.

Questions a Filter Can Answer ​

  • Next Actions at the office that take under 30 minutes
  • Work projects due this week and flagged
  • Items waiting for a specific colleague
  • Tasks with no project or no tag
  • Deferred tasks that are about to become available
  • Tasks with attachments, notes, or subtasks

A filter does not copy or move data. Its results change automatically when source items change.

Create a Filter ​

  1. Open Filters or Perspectives and create one.
  2. Name it and optionally choose an icon, color, note, and star.
  3. Add rules or rule groups.
  4. Choose sorting and grouping.
  5. Save and inspect the result to verify that All, Any, and None have the intended scope.

Starred filters appear in quick navigation and can be selected by the widget.

Rule Groups ​

Rules can nest to any useful depth:

  • All (AND): every child rule must match.
  • Any (OR): at least one child rule must match.
  • None: exclude results matching the child rules.

Example:

text
All
├─ Project Category = Work
├─ Availability = Available
└─ Any
   ├─ Tag = Office
   └─ Tag = Computer

Available Conditions ​

Status and Action ​

  • Completion status: Active, Paused, Completed, Canceled
  • Availability: First Available, Available, Blocked/Unavailable
  • Action list: Next Action, Waiting For, Someday / Maybe
  • Flag

Dates and Time ​

  • Plan, plan end, due, defer, created, and completed dates
  • Yesterday, today, tomorrow, past/future days or hours
  • This/last week and this/last month
  • Custom ranges, has date, and no date
  • Estimated duration

Organization ​

  • A specific project, any project, or no project
  • Specific tags, no tags, and Tag Groups
  • Hierarchy depth
  • Location and Nearby conditions

Content Features ​

  • Is an event
  • Has subtasks, notes, or attachments

The editor is authoritative if a newer version adds more rules.

Relative Date Ranges ​

Today, This Week, and other relative ranges move with the current date. A custom range remains fixed. Use “future N days” for a rolling window instead of repeatedly editing a fixed end date.

Availability Rules ​

  • First Available returns the first current action in each sequence.
  • Available can return several actions from a parallel project.
  • Blocked/Unavailable includes items held by order, status, parent state, defer, or an unavailable action list.

Next Action and First Available can legitimately return different results. See Action Lists.

Location Filters ​

Location rules require permission. A widget cannot prompt for location access, so configure the location tag and grant access in the Locus app first. If location is unavailable, a location-dependent result may be empty or use a recent cached location.

Sorting and Grouping ​

Rules determine what is included; sorting and grouping determine presentation. Confirm the rule result before styling it. Group by project or date when it helps, and avoid so much grouping that the next action becomes hard to see.

Examples ​

Actionable Today ​

text
All
├─ Date Status = Today
├─ Completion Status = Active
└─ Availability = Available

Waiting More Than a Week ​

text
All
├─ Action List = Waiting For
└─ None
   └─ Created Date = Past 7 Days

This excludes tasks created in the last seven days. Creation time is not the same as the moment a task entered Waiting For, so it remains an approximation. Use a plan date or note for an exact follow-up date.

Loosely Unorganized ​

text
All
├─ No Project
├─ No Tags
└─ Completion Status = Active

This is not an exact Inbox replica because Inbox membership also considers dates, action lists, excluding tags, and the complete ancestor chain.