Updates to HeapCL / List Events, Filtering Lists & Save in GTD Format

Wednesday, March 23rd, 2011

To support the new features in the WebHook, HeapCL (Heap CRM's command line interface) has been updated.

Listing Events

First, let’s say I want to list events, I can type:

./heapCL --list="events"

And that would return all uncompleted events that I own or are associated to a prospect where I'm a managing user to my screen. I also could type:

./heapCL --list="events" --save="events.csv"

Which would save those events to a CSV file (in this case named events.csv).

Filtering Lists

Just like the WebHook itself, HeapCL now supports filtering lists. Let’s say I want any event associated to John Doe, I could type:

./heapCL --list="events John Doe"

If I wanted to filter e-mail templates I could type something like:

./heapCL --list="emailtemplates Hello World!" --save="templates.csv"

Which would return email templates where the subject line starts with "Hello World!" and save them to the file "templates.csv".

Saving in GTD Format

When listing events, you now have the option to save in a GTD (Getting Things Done) style format. If I type something like (ie. the key difference being the ".txt" instead of ".csv"):

./heapCL --list="events" --save="events.txt"

HeapCL will save a file similar to the following:

+John_Doe_-_ACME Holiday Follow-up on Feb 1st, 2011
+John_Doe_-_ACME @Tasks My Breakfast Meeting at 08:30 AM to 09:30 AM on Feb 6th, 2011
@Tasks Talk about Client Test on Mar 4th, 2011
...

Where each event is on its own new line, associations specified with a "+" and calendars specified with a "@". This format is commonly used when applying David Allen's Getting Things Done methodology and is compatible with programs like Todo.txt.

Save E-Mail Templates in Plain Text

When listing email templates, you now have the option to save them in plain text instead of CSV. If I type something like (ie. the key difference being the ".txt" instead of ".csv"):

./heapCL --list="emailtemplates" --save="templates.txt"

HeapCL will save all email templates in plain text format.

Updates to LaunchBar and QuickSilver Scripts

Both the LaunchBar and QuickSilver action scripts have been updated to take full advantage of the additional features. So once you update your action scripts, you can filter lists, grab events and save events in GTD format.

LaunchBar Action Script >
QuickSilver Action Script >

Installation and Update

Because of substantial changes to HeapCL, it is recommend for all users to download a new copy. Those of you updating will not have to reconfigure any settings, you will simply have to overwrite your existing installation with the new one.

Download >
More about HeapCL >

Updates to TorchCL / List Events, Filter by Project & Save in GTD Format

Sunday, March 20th, 2011

To support the new features in the WebHook, TorchCL (Torch Project Management's command line interface) has been updated.

Listing Events

First, let's say I want to list events, I can type:

./torchCL --list="events"

And that would return all uncompleted, pinned events to my screen. I also could type:

./torchCL --list="events" --save="events.csv"

Which would save those events to a CSV file (in this case named events.csv).

Filtering Lists

Just like the WebHook itself, TorchCL now supports filtering lists when using the "all active projects" WebHook url. Let's say I want any invoice in the project WebSite Design, I could type:

./torchCL --list="invoices WebSite Design" --save="invoices.csv"

And have the results saved to the file "invoices.csv". I can also filter events; let's say I want any event in the project "Newsletter". I could type:

./torchCL --list="events Newsletter"

Which would return uncompleted and pinned events in the newsletter project to my screen. Filters can be applied to events, invoices, payments, time and expenses.

Saving in GTD Format

When listing events, you now have the option to save in a GTD (Getting Things Done) style format. If I type something like (ie. the key difference being the ".txt" instead of ".csv"):

./torchCL --list="events" --save="events.txt"

TorchCL will save a file similar to the following:

+WebSite_Design Review Graphics
+WebSite_Design @Graphics Lunch with John at 12:00 PM to 01:00 PM on Mar 26th, 2011

Where each event is on its own line, projects are specified with a "+" and categories are specified with the "@" sign. This format is commonly used when applying David Allen's Getting Things Done methodology and is compatible with programs like Todo.txt.

Updates to LaunchBar and QuickSilver Scripts

Both the LaunchBar and QuickSilver action scripts have been updated to take full advantage of the additional features. So once you update your action scripts, you can filter lists, grab events and save events in GTD format.

LaunchBar Action Script >
QuickSilver Action Script >

Installation and Update

Because of substantial changes to TorchCL, it is recommend for all users to download a new copy. Those of you updating will not have to reconfigure any settings, you will simply have to overwrite your existing installation with the new one.

Download >
More about TorchCL >

Using Torch Project Management from LaunchBar

Tuesday, February 1st, 2011

Do you use both LaunchBar and Torch Project Management? Check this out:

Let’s say you want to create an event; just invoke LaunchBar and type “torch” and the following event command:

The task is now created in Torch Project Management.

What else can you type?

complete: Event/Task Name
Marks the event or task “Event/Task Name” complete.

time: Note about time:1.5
Creates a time entry for 1.5 hours with a note of "Note about time".

expense: Note about expense:200
Creates an expense entry for $200 with a note of "Note about expense".

time
Retrieves all relevant time entries and saves the result to your desktop as a CSV.

expenses
Retrieves all relevant expenses and saves the result to your desktop as a CSV.

invoices
Retrieves all relevant invoices and saves the result to your desktop as a CSV.

Edit: Added March 4th: payments
Retrieves all relevant payments and saves the result to your desktop as a CSV.

Edit: Added March 20th: events
Retrieves all relevant uncompleted and pinned events and saves the result to your desktop as a CSV and TXT.

You can also filter any of the above commands by typing the name of the project you wish to examine. For instance you might type "events Newsletter Graphics" to get just the events in the "Newsletter Graphics" project.

How to Install:

Download this AppleScript and move it into the “Actions” folder within your LaunchBar install (~/Library/Application Support/LaunchBar/Actions). Prior to installing this script you must have TorchCL installed with your path variable set.

Video:

MP4 >
WEBM >
Theora >

Download:

Download Script >
TorchCL >

Using Heap CRM from LaunchBar

Saturday, January 29th, 2011

Do you use both LaunchBar and Heap CRM? Check this out:

Let's say you want to create an event; just invoke LaunchBar and type "heap" and the following event command:

The event is now created in Heap.

What else can you type?

complete: Event Name
Marks the event "Event Name" complete

search: John Doe category:clients
Performs a prospect search (all search operators are available) and saves the result to your desktop as a CSV.

searchpeople: ACME user:james
Performs a person search (all search operators are available) and saves the result to your desktop as a CSV.

history: John Doe
Lists the transaction history events on the prospect "John Doe" and saves the result to your desktop as a CSV.

stats: John Doe
Lists the transaction statistics on the prospect "John Doe" and saves the result to your desktop as a CSV.

templates or emailtemplates
Saves your event templates to your desktop as a CSV.

Edit: Added March 23rd: events
Retrieves all relevant uncompleted events that you own or are associated to one of your prospects and saves the result to your desktop as a CSV and TXT.

You can also filter email templates or events. For instance you might type “events Jane Doe” to get just the events associated to Jane Doe.

How to Install:

Download this AppleScript and move it into the "Actions" folder within your LaunchBar install (~/Library/Application Support/LaunchBar/Actions). Prior to installing this script you must have HeapCL installed with your path variable set.

Video:

MP4 >
WEBM >
Theora >

Download:

Download Script >
HeapCL >