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

• 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.

  source

  • lka1988@lemmy.dbzer0.com ⁨4⁩ ⁨days⁩ ago

    That’s fucking impressive.

    source