For those types of file storage, OneDrive, iCloud Drive, and Dropbox are kings in the arena.
File storage - I’m not talking the “save 10,000 PDFs” kind of online storage here. For meeting minutes, I need a way to quickly type minutes during a meeting, a way to reference those minutes after a meeting, and a way to export those meeting minutes should a financial institution or law firm require them. As a result, it’s nice to keep this sort of task glued to the client’s permanent file, which I can reference in a flash. There’s no specific date, no delivery date (other than a tax deadline), and no particular idea of how long that task will take to perform. Tasks and Meeting Minutes - I rely more heavily on Things 3 to keep track of to-do lists, but sometimes a specific task needs to be performed for a client and that task needs to be completed the next time I jump into their file. Roam Research made this sort of linking table stakes and I’ve come to rely heavily on it. From inside that permanent folder, I need to be able to see the daily note reference and be able to click into that respective daily note to see what kind of work I performed. In each daily note, I’ll backlink to that client’s respective page to create a calendar record of each time I jumped into the client’s work. Back-linking - I like having a dedicated “permanent file” for each client where information pertaining to that client is stored. My needs aren’t too complex, but I find I need the following: In general, I attempt to track my work day each day - specifying which client’s work I’m performing, for how long I’m performing the work, and storing meeting and phone call notes for later reference. #Noteplan for windows driver#
Each has its own intricate set of features and shortcomings, and I’m still not perfectly jumping for joy with any option.ĭaily notes are the core driver of this specific type of note-taking.
The search started with Roam Research, then moved over to NotePlan 3, and now rests in Craft. I’ve bounced around daily note-taking apps for the last 18 months or so.
0 kommentar(er)
