From mboxrd@z Thu Jan 1 00:00:00 1970 From: Daryl Manning Subject: GTD and CRM workflow for org-mode using Agenda and org-super-agenda [followup] Date: Mon, 13 May 2019 10:50:52 +0700 Message-ID: Mime-Version: 1.0 Content-Type: multipart/alternative; boundary="000000000000462bb80588bcd321" Return-path: Received: from eggs.gnu.org ([209.51.188.92]:43135) by lists.gnu.org with esmtp (Exim 4.71) (envelope-from ) id 1hQ1zX-0002KN-Et for emacs-orgmode@gnu.org; Sun, 12 May 2019 23:51:08 -0400 Received: from Debian-exim by eggs.gnu.org with spam-scanned (Exim 4.71) (envelope-from ) id 1hQ1zW-0002e5-B6 for emacs-orgmode@gnu.org; Sun, 12 May 2019 23:51:07 -0400 Received: from mail-wm1-x32e.google.com ([2a00:1450:4864:20::32e]:34846) by eggs.gnu.org with esmtps (TLS1.0:RSA_AES_128_CBC_SHA1:16) (Exim 4.71) (envelope-from ) id 1hQ1zV-0002dA-Uu for emacs-orgmode@gnu.org; Sun, 12 May 2019 23:51:06 -0400 Received: by mail-wm1-x32e.google.com with SMTP id q15so8141372wmj.0 for ; Sun, 12 May 2019 20:51:04 -0700 (PDT) List-Id: "General discussions about Org-mode." List-Unsubscribe: , List-Archive: List-Post: List-Help: List-Subscribe: , Errors-To: emacs-orgmode-bounces+geo-emacs-orgmode=m.gmane.org@gnu.org Sender: "Emacs-orgmode" To: emacs-orgmode@gnu.org --000000000000462bb80588bcd321 Content-Type: text/plain; charset="UTF-8" I mentioned the setup I was recently using when I asked a question on how to "Add Notes" into a LOGBOOK property drawer (and thank you to the person who answered the question for me. It was a game-changer.). A surprising (to me, anyway) number of people asked me privately to follow up about my setup and how I was using thing, so I promised I would put a blog post together (I had a draft from march anyhow... =] ). Anyhow, have a solid draft up at: https://daryl.wakatara.com/a-better-gtd-and-crm-flow-for-emacs-org-mode Would love some feedback on if it answers peoples' question and would love some feedback on other things you'd need to see in it that it doesn't answer (within reason). ciao ! Daryl PS> I'm assuming I'm not violating any terms of use posting a blog post as it was topical. --000000000000462bb80588bcd321 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable
I mentioned the setup I was recently= using when I asked a question on how to "Add Notes" into a LOGBO= OK property drawer (and thank you to the person who answered the question f= or me. It was a game-changer.).

A surprising = (to me, anyway) number of people asked me privately to follow up about my s= etup and how I was using thing, so I promised I would put a blog post toget= her (I had a draft from march anyhow... =3D] ).

Anyhow, have a solid draft up at:
https://daryl.wakat= ara.com/a-better-gtd-and-crm-flow-for-emacs-org-mode

Would love some feedback on if it answers peoples' question and would love= =20 some feedback on other things you'd need to see in it that it doesn'= ;t=20 answer (within reason).

ciao !
Daryl
PS> I'm assuming = I'm not violating any terms of use posting a blog post as it was topica= l.








--000000000000462bb80588bcd321-- From mboxrd@z Thu Jan 1 00:00:00 1970 From: Daryl Manning Subject: Re: GTD and CRM workflow for org-mode using Agenda and org-super-agenda [followup] Date: Mon, 13 May 2019 17:26:11 +0700 Message-ID: References: Mime-Version: 1.0 Content-Type: multipart/alternative; boundary="0000000000001fbe610588c259c3" Return-path: Received: from eggs.gnu.org ([209.51.188.92]:52355) by lists.gnu.org with esmtp (Exim 4.71) (envelope-from ) id 1hQ8A7-0001kc-E8 for emacs-orgmode@gnu.org; Mon, 13 May 2019 06:26:28 -0400 Received: from Debian-exim by eggs.gnu.org with spam-scanned (Exim 4.71) (envelope-from ) id 1hQ8A5-0003LS-Ih for emacs-orgmode@gnu.org; Mon, 13 May 2019 06:26:27 -0400 Received: from mail-yw1-xc35.google.com ([2607:f8b0:4864:20::c35]:43694) by eggs.gnu.org with esmtps (TLS1.0:RSA_AES_128_CBC_SHA1:16) (Exim 4.71) (envelope-from ) id 1hQ8A5-0003Kj-47 for emacs-orgmode@gnu.org; Mon, 13 May 2019 06:26:25 -0400 Received: by mail-yw1-xc35.google.com with SMTP id t5so4674330ywf.10 for ; Mon, 13 May 2019 03:26:24 -0700 (PDT) In-Reply-To: List-Id: "General discussions about Org-mode." List-Unsubscribe: , List-Archive: List-Post: List-Help: List-Subscribe: , Errors-To: emacs-orgmode-bounces+geo-emacs-orgmode=m.gmane.org@gnu.org Sender: "Emacs-orgmode" To: "emacs-orgmode@gnu.org" Cc: "Fraga, Eric" --0000000000001fbe610588c259c3 Content-Type: text/plain; charset="UTF-8" Thanks! That's quite kind. Just glad to know someone found it useful. The DEADLINE with an intermediary step would be cool. The only thing I could think of that might make something like that work is if you might create a "subtask" that had the DEADLINE and then follow that and resolve before the actual top level task got resolved, though being a relative newcomer to org-mode, I have absolutely not a clue how you'd do accomplish that (sorry). I'm sure there is probably a better way. =] Rather than using a note, btw, I've found it much more useful to signify delegatee with a tag (so, something like :jones:). The advantage is when you have a meeting with someone or need to refer to their stuff, just sort all tasks/todos by tag :jones" and you know everything Jones is on the hook for. I also generally keep a file for someone - usually to organize 1:1 notes and similar and use a setup like: # jones.org ``` elisp #+TITLE: Jones * Jones :jones:loka: ** Jones 1:1 - 2019-05-03 *** Team Structure and Leads shifts *** PMS reviews *** Martech ... ``` Also very handy if you put the TODOs inline with the 1:1 notes as they'll still be tagged to find them from the personnel buffer. Anyhow, YMMV but that has worked surprisingly well though it does not solve your *actual* intermediary/delegated DEADLINE step. Sorry. =] ciao! Daryl. On Mon, May 13, 2019 at 4:24 PM Fraga, Eric wrote: > On Monday, 13 May 2019 at 10:50, Daryl Manning wrote: > > A surprising (to me, anyway) number of people asked me privately to > follow > > up about my setup and how I was using thing, so I promised I would put a > > blog post together (I had a draft from march anyhow... =] ). > > Thanks for this. Very interesting and well written. It's given me some > things to think about. > > The one feature that I am missing is chained TODOs in the following > context. Like you, I spend an inordinate amount of time chasing > people. I often have tasks that I delegate. I change the task to WAIT > from TODO and add a note that says to whom I have delegated the > task. The original task will typically have a DEADLINE but I would like > to associate a deadline for the delegated step. This is not easy to > do. For instance, I cannot store a link from the agenda view which > would allow me, from that view, to easily create a new linked task. > > Anyway, thanks again. > -- > Eric S Fraga via Emacs 27.0.50, Org release_9.2.2-290-g300f15 > --0000000000001fbe610588c259c3 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable
Thanks! That's quite kind. Just = glad to know someone found it useful.

The DEA= DLINE with an intermediary step would be cool. The only thing I could think= of that might make something like that work is if you might create a "= ;subtask" that had the DEADLINE and then follow that and resolve befor= e the actual top level task got resolved, though being a relative newcomer = to org-mode, I have absolutely not a clue how you'd do accomplish that = (sorry). I'm sure there is probably a better way.=C2=A0 =3D]
=

Rather than using a note, btw, I've found it much m= ore useful to signify delegatee with a tag (so, something like :jones:). Th= e advantage is when you have a meeting with someone or need to refer to the= ir stuff, just sort all tasks/todos by tag :jones" and you know everyt= hing Jones is on the hook for. I also generally keep a file for someone - u= sually to organize 1:1 notes and similar and use a setup like:
```= elisp
#+TITLE: Jones

* Jones=C2=A0=C2=A0=C2=A0=C2=A0= =C2=A0=C2=A0=C2=A0=C2=A0=C2=A0=C2=A0=C2=A0=C2=A0=C2=A0=C2=A0=C2=A0=C2=A0=C2= =A0=C2=A0=C2=A0=C2=A0=C2=A0=C2=A0=C2=A0=C2=A0=C2=A0=C2=A0=C2=A0=C2=A0=C2=A0= =C2=A0=C2=A0=C2=A0=C2=A0=C2=A0=C2=A0=C2=A0=C2=A0=C2=A0=C2=A0=C2=A0=C2=A0=C2= =A0=C2=A0=C2=A0=C2=A0=C2=A0=C2=A0=C2=A0=C2=A0=C2=A0=C2=A0=C2=A0=C2=A0=C2=A0= =C2=A0=C2=A0=C2=A0=C2=A0=C2=A0 :jones:loka:

** Jones 1:1 - 2019-05-0= 3
*** Team Structure and Leads shifts
*** PMS reviews
*** Martech
...
```

=
Also very handy if you put the TODOs inline with the 1:1 notes a= s they'll still be tagged to find them from the personnel buffer.
<= /div>

Anyhow, YMMV but that has worked surprisingly well= though it does not solve your *actual* intermediary/delegated DEADLINE ste= p. Sorry.=C2=A0=C2=A0 =3D]

ciao!
Da= ryl.




=

On Mon, May 13, 2019 at 4:24 PM Fraga, Eric <e.fraga@ucl.ac.uk> wrote:
On Monday, 13 May 2019 at 10:50,= Daryl Manning wrote:
> A surprising (to me, anyway) number of people asked me privately to fo= llow
> up about my setup and how I was using thing, so I promised I would put= a
> blog post together (I had a draft from march anyhow... =3D] ).

Thanks for this. Very interesting and well written.=C2=A0 It's given me= some
things to think about.

The one feature that I am missing is chained TODOs in the following
context.=C2=A0 Like you, I spend an inordinate amount of time chasing
people.=C2=A0 I often have tasks that I delegate.=C2=A0 I change the task t= o WAIT
from TODO and add a note that says to whom I have delegated the
task.=C2=A0 The original task will typically have a DEADLINE but I would li= ke
to associate a deadline for the delegated step.=C2=A0 This is not easy to do.=C2=A0 For instance, I cannot store a link from the agenda view which would allow me, from that view, to easily create a new linked task.

Anyway, thanks again.
--
Eric S Fraga via Emacs 27.0.50, Org release_9.2.2-290-g300f15
--0000000000001fbe610588c259c3-- From mboxrd@z Thu Jan 1 00:00:00 1970 From: "Fraga, Eric" Subject: Re: GTD and CRM workflow for org-mode using Agenda and org-super-agenda [followup] Date: Mon, 13 May 2019 11:45:59 +0000 Message-ID: <87h89y1ssp.fsf@ucl.ac.uk> References: Mime-Version: 1.0 Content-Type: text/plain; charset="utf-8" Content-Transfer-Encoding: base64 Return-path: Received: from eggs.gnu.org ([209.51.188.92]:38665) by lists.gnu.org with esmtp (Exim 4.71) (envelope-from ) id 1hQ9XF-0000l5-M6 for emacs-orgmode@gnu.org; Mon, 13 May 2019 07:54:26 -0400 Received: from Debian-exim by eggs.gnu.org with spam-scanned (Exim 4.71) (envelope-from ) id 1hQ9P8-0003Ky-Vu for emacs-orgmode@gnu.org; Mon, 13 May 2019 07:46:03 -0400 Received: from mail-eopbgr130108.outbound.protection.outlook.com ([40.107.13.108]:3654 helo=EUR01-HE1-obe.outbound.protection.outlook.com) by eggs.gnu.org with esmtps (TLS1.0:RSA_AES_256_CBC_SHA1:32) (Exim 4.71) (envelope-from ) id 1hQ9P8-0003Jk-H1 for emacs-orgmode@gnu.org; Mon, 13 May 2019 07:46:02 -0400 In-Reply-To: (Daryl Manning's message of "Mon, 13 May 2019 17:26:11 +0700") Content-Language: en-US List-Id: "General discussions about Org-mode." List-Unsubscribe: , List-Archive: List-Post: List-Help: List-Subscribe: , Errors-To: emacs-orgmode-bounces+geo-emacs-orgmode=m.gmane.org@gnu.org Sender: "Emacs-orgmode" To: Daryl Manning Cc: "emacs-orgmode@gnu.org" T24gTW9uZGF5LCAxMyBNYXkgMjAxOSBhdCAxNzoyNiwgRGFyeWwgTWFubmluZyB3cm90ZToNCj4g VGhlIERFQURMSU5FIHdpdGggYW4gaW50ZXJtZWRpYXJ5IHN0ZXAgd291bGQgYmUgY29vbC4gVGhl IG9ubHkgdGhpbmcgSQ0KPiBjb3VsZCB0aGluayBvZiB0aGF0IG1pZ2h0IG1ha2Ugc29tZXRoaW5n IGxpa2UgdGhhdCB3b3JrIGlzIGlmIHlvdSBtaWdodA0KPiBjcmVhdGUgYSAic3VidGFzayIgdGhh dCBoYWQgdGhlIERFQURMSU5FIGFuZCB0aGVuIGZvbGxvdyB0aGF0IGFuZCByZXNvbHZlDQo+IGJl Zm9yZSB0aGUgYWN0dWFsIHRvcCBsZXZlbCB0YXNrIGdvdCByZXNvbHZlZCwgdGhvdWdoIGJlaW5n IGEgcmVsYXRpdmUNCj4gbmV3Y29tZXIgdG8gb3JnLW1vZGUsIEkgaGF2ZSBhYnNvbHV0ZWx5IG5v dCBhIGNsdWUgaG93IHlvdSdkIGRvIGFjY29tcGxpc2gNCj4gdGhhdCAoc29ycnkpLiANCg0KWWVz LCB0aGF0J3Mgd2h5IEkgbWVudGlvbmVkIGFib3V0IG5vdCBiZWluZyBhYmxlIHRvIHN0b3JlIGEg bGluayBmcm9tDQp0aGUgYWdlbmRhLiAgTXkgaW5pdGlhbCB0aG91Z2h0cyBoYWQgYmVlbiB0byBz dG9yZSB0aGUgbGluayB0byB0aGUNCmN1cnJlbnQgdGFzayBhbmQgY3JlYXRlIGEgbmV3IG9uZSB3 aXRoIHRoZSBpbnRlcm1lZGlhdGUgZGVhZGxpbmUsIG9uZQ0KdGhhdCBsaW5rZWQgYmFjayB0byB0 aGUgb3JpZ2luYWwgdGFzay4gIEJ1dCBJIGNhbm5vdCBkbyB0aGlzIGZyb20gdGhlDQphZ2VuZGEg dmlldy4gIEkgY2FuLCBvYnZpb3VzbHksIGRvIHRoaXMgZnJvbSB3aGVyZSB0aGUgdGFzayBpcyBk ZWZpbmVkDQpidXQgdGhhdCBkaXN0cmFjdHMgYXMgaXQgdGFrZXMgbWUgYXdheSBmcm9tIHRoZSBh Z2VuZGEuDQoNCj4gUmF0aGVyIHRoYW4gdXNpbmcgYSBub3RlLCBidHcsIEkndmUgZm91bmQgaXQg bXVjaCBtb3JlIHVzZWZ1bCB0byBzaWduaWZ5DQo+IGRlbGVnYXRlZSB3aXRoIGEgdGFnIChzbywg c29tZXRoaW5nIGxpa2UgOmpvbmVzOikuIA0KDQpJIGRvIHRoaXMgYXMgd2VsbCBidXQgdGhlIG5v dGUgSSB0YWtlIGdpdmVzIGRldGFpbHMgYWJvdXQgd2hhdCBJIGhhdmUNCmFza2VkIHRoZSBwZXJz b24gdG8gZG8gZXRjLiBzbyBzdGlsbCB1c2VmdWwuDQoNCi0tIA0KRXJpYyBTIEZyYWdhIHZpYSBF bWFjcyAyNy4wLjUwLCBPcmcgcmVsZWFzZV85LjIuMi0zNDEtZ2E5ZDNlYQ0K