Comment on Trying to find a general-use project management software solution

1smoothcriminal@lemm.ee ⁨1⁩ ⁨week⁩ ago

• lka1988@lemmy.dbzer0.com ⁨1⁩ ⁨week⁩ ago

  build my own CRM system with logseq

  Can you elaborate on this some more? I’m familiar with logseq, but I’m genuinely curious on how you went about this.

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  • 1smoothcriminal@lemm.ee ⁨4⁩ ⁨days⁩ ago

    Not too complicated actually.

    I work in sales, I set up a few pages, namely:

    • Clients (a base for clients)
    • Projects (a base for current projects)
    • Tasks (query all the TODO, WAITING, etc)
    • Suppliers (general supplier info)

    And then set up a few templates that i use whenever i get a new client and new project so its a simple /template and bam they’re automatically linked to the project pages.

    here’s an example of a new client template:

    - # #Client details
      template:: New Client
    	- contact::
    	- email::
    	- telephone::
    	- address::
    	- tags::
    	
    

    It links back to the client page and the new project template links back to that specific client so everything is always within the proper linked reference.

    I log everything in the journal (which is why i prefer logseq).

    I had a more complicated set up when if first started but ended up simplifying it and honestly the simpler the better.

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    • lka1988@lemmy.dbzer0.com ⁨4⁩ ⁨days⁩ ago

      That’s fucking impressive.

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