Thanks again, Greg - I’ve actually been creating and modifying test projects and tags almost continually since last week, when I upgraded to OF Pro 3. I don’t want to try your patience; but I still can’t get things exactly as I want them…
It may be that I have to rethink my data’s entire structure, which is OK.
For example, a ‘Bank Accounts’ Project. It clearly should not have a Status of On Hold because any day now I shall have an Available statement to reconcile.
Yet it will also have actions which I cannot complete within, say, the next month, like (hypothetically) ‘Change Bank’, ‘re-invest interest’. For these I might be anticipating: January and May respectively.
Because I’m aware of the folly of setting artificial Due dates, I just want them to be On hold. When I have the time and energy, I’ll either complete them, or assign a feasible Defer and/or Due Date.
If I assign an On Hold status to my ‘money’ tag as in your latest screen grab (thank you!), everything with that tag becomes unavailable - including the actions that need doing today or tomorrow, like a monthly statement to be reconciled… today or tomorrow.
When using OF 2 I created two sets of contexts: the default set and one prepended with ‘Waiting -’.
I have to believe that the advent of tags (coupled with my understanding better how Available can be made to work for me) it’s possible to arrive at a more elegant solution.
Although if I have to tag everything that has no Due or Defer date (by design) to ‘On Hold’, and that is the right way to do filter in Today and Tomorrow perspectives, I shall.