Thank you! This was extremely helpful. I really didn’t want to use a separate file, so your suggestion may be exactly what to do. Too bad about the attachments, but the online source link is a reasonable workaround.
Thanks again! Joe On Sat, Sep 5, 2020 at 19:42 Stéph <[email protected]> wrote: > Well, MLO isn't a dedicated CMS, so it won't do anything like > automatically logging your calls, but you could do something with it if > your needs are relatively simple. > > I have my personal and work tasks and projects all in the same file, > because that gives me more flexibility for filtering and zooming, plus I > won't miss a notification just because the relevant file happens to be > closed. I then manage everything via different branches in my outline. > > First level in my outline is "area of life" (Personal, > Home/family/friends, work and community). > Under the "Work" branch, the next level is my roled (electrical engineer, > safety engineer, line manager...). I also have an "Admin" folder, under > which I keep some text information like contacts for different topics, my > development notes, etc. > Next level is the client organisation name. > After this comes all the projects for that name, with sub-projects and > tasks as necessary. > > I record the names of contacts in the notes for each project. > I make a date-stamped note of any conversation, call, or email relevant to > a particalar task. > Where informatoin is online or on a server, I save a link to it > <surrounded by angled brackets, so that spaces don't break the link> > > Note that you can't have attachments in an MLO file. The best you can do > is to save the item somewhere and then copy a link to it into the relevant > MLO folder, project or task note. > > I hope that helps you think of a structure which suits your needs. > > All the best, > Stéphane > > > On Saturday, 5 September 2020 14:14:34 UTC+1, [email protected] wrote: >> >> >> Hi, I've been using MLO for years to manage my personal life. I still >> feel I'm a novice at it and now I want to use it to manage my customer >> relationships. Any advice on how I can do that? Here's what I need: >> >> - Customer info (address, contacts, etc.) >> - List of tasks/projects >> - Place for logging work completed that can include attachment >> >> It's pretty basic, but I'm hoping to use MLO to record the work I've done >> for each customer and keep track of the commitments I've made to them so I >> can follow-up in a timely manner. I feel that this is possible with MLO. >> I just need some advice on how to break it down so it doesn't intermingle >> with my personal tasks/projects. >> >> Maybe a new MLO file with each customer setup as a "project" and I'll >> create sub-projects for the work I'm doing for each? >> >> Thanks for any thoughts you have :) >> >> Joe >> > >> > > > > > > > > -- > > > You received this message because you are subscribed to a topic in the > Google Groups "MyLifeOrganized" group. > > > To unsubscribe from this topic, visit > https://groups.google.com/d/topic/mylifeorganized/J4dya9LLHKc/unsubscribe. > > > To unsubscribe from this group and all its topics, send an email to > [email protected]. > > > To view this discussion on the web visit > https://groups.google.com/d/msgid/mylifeorganized/16d0177b-871c-46f7-86c3-fcfab4874184o%40googlegroups.com > <https://groups.google.com/d/msgid/mylifeorganized/16d0177b-871c-46f7-86c3-fcfab4874184o%40googlegroups.com?utm_medium=email&utm_source=footer> > . > > > -- You received this message because you are subscribed to the Google Groups "MyLifeOrganized" group. To unsubscribe from this group and stop receiving emails from it, send an email to [email protected]. To view this discussion on the web visit https://groups.google.com/d/msgid/mylifeorganized/CAEvDJDMaSYys0kMkQB6eYWD8%3Dipf99V8oHQLJgzaD2%3DR0cWwGA%40mail.gmail.com.
