From: Bernt Hansen <email@example.com> To: firstname.lastname@example.org Subject: Handling phone calls Date: Sat, 09 Feb 2008 17:55:06 -0500 [thread overview] Message-ID: <email@example.com> (raw) Hi all, I spent some time today tuning my org setup for handling incoming phone calls. As a contractor I need to clock time spent talking to customers for billing purposes. I used to (before this morning) use tags for phone calls and I had a list of ONGOING tasks with :@phone: as a tag but this wasn't very convenient to use. Today I spent some time reviewing the remember documentation and I came up with the following setup. I thought I'd share it in case anyone else finds it useful. --- I have multiple clients and one org file per client. Here is a sample layout: - todo.org - my personal tasks - client1.org - tasks for client 1 - otherclient.org - tasks for client 2 - norang.org - tasks for my company When I need to create a new task I have the following remember templates set up: ,----[ .emacs remember setup ] | (custom-set-variables | '(org-remember-store-without-prompt t) | '(org-remember-templates | (quote (("todo" ?t "* TODO %?\n %u" "~/org/todo.org" "Tasks") | ("client1" ?c "* TODO %?\n %u" "~/org/client1.org" "Tasks") | ("otherclient" ?o "* TODO %?\n %u" "~/org/otherclient.org" "Tasks") | ("norang" ?n "* TODO %?\n %u" "~/org/norang.org" "Tasks")))) | '(remember-annotation-functions (quote (org-remember-annotation))) | '(remember-handler-functions (quote (org-remember-handler)))) `---- To create a new task I just hit C-M-r and enter the appropriate template and fill in the task details. I set up a second set of templates for phone calls: ,----[ .emacs remember functions ] | (setq my-phone-remember-templates | (quote (("client1" ?c "* Phone Call - %:name - %:company\n :CLOCK-IN:%?" "~/org/client1.org" "Tasks") | ("otherclient" ?o "* Phone Call - %:name - %:company\n :CLOCK-IN:%?" "~/org/otherclient.org" "Tasks") | ("norang" ?n "* Phone Call - %:name - %:company\n :CLOCK-IN:%?" "~/org/norang.org" "Tasks") | ("phone call" ?p "* Phone Call - %? - \n :CLOCK-IN:" "~/org/todo.org" "Tasks")))) | | (global-set-key (kbd "<f9> p") 'my-phone-call) | | (defun my-phone-call () | (interactive) | (let ((org-remember-templates my-phone-remember-templates)) | (bbdb (read-string "Who is calling: ") nil) | (other-window 1) | (org-remember))) | | (add-hook 'remember-mode-hook 'my-start-clock-if-needed) | (defun my-start-clock-if-needed () | (save-excursion | (goto-char (point-min)) | (when (re-search-forward ":CLOCK-IN:" nil t) | (replace-match "") | (org-clock-in)))) | | (require 'remember) | (global-set-key (kbd "C-M-r") 'org-remember) | (add-hook 'remember-mode-hook 'org-remember-apply-template) `---- Thanks Carsten for the my-start-clock-if-needed function which I stole off the org-mode mailing list :) --- So I'm happily clocking time on some task I'm working on and the phone rings... I pick up the phone, find out who I'm talking to and type f9-p and enter a name at the prompt Who is calling: Joe User which looks up the person in my bbdb database and fills in the remember template then I select the appropriate template for the client org file I want to create the task in and it fills in something like this: ,----[ Remember buffer entry for phone calls ] | ## Filing location: Select interactively, default, or last used: | ## C-u C-c C-c to select file and header location interactively. | ## C-c C-c "~/org/norang.org" -> "* Tasks" | ## C-u C-u C-c C-c "~/org/client1.org" -> "* Tasks" | ## To switch templates, use `C-M-r'. To abort use `C-c C-k'. | | * Phone Call - Joe User - Some Client Company | CLOCK: [2008-02-09 Sat 17:36] | <cursor is here, Start typing notes right away> `---- When I'm done with the call C-c C-c stops the clock and files the task under * Tasks in whatever file I picked using the template above. C-u C-u C-M-r jumps to the task and I can refile it to the appropriate spot with C-c C-w. I'm sure this can be improved upon but it's already a lot better than what I had before. Happy organizing! -Bernt
next reply other threads:[~2008-02-09 22:55 UTC|newest] Thread overview: 6+ messages / expand[flat|nested] mbox.gz Atom feed top 2008-02-09 22:55 Bernt Hansen [this message] 2008-02-10 7:42 ` Carsten Dominik 2008-02-10 11:09 ` Bastien 2008-02-24 1:20 ` Nick Dokos 2009-11-13 19:11 ` Gregory J. Grubbs 2009-11-13 19:28 ` Bernt Hansen
Reply instructions: You may reply publicly to this message via plain-text email using any one of the following methods: * Save the following mbox file, import it into your mail client, and reply-to-all from there: mbox Avoid top-posting and favor interleaved quoting: https://en.wikipedia.org/wiki/Posting_style#Interleaved_style List information: https://www.orgmode.org/ * Reply using the --to, --cc, and --in-reply-to switches of git-send-email(1): git send-email \ --firstname.lastname@example.org \ --email@example.com \ --firstname.lastname@example.org \ --subject='Re: Handling phone calls' \ /path/to/YOUR_REPLY https://kernel.org/pub/software/scm/git/docs/git-send-email.html * If your mail client supports setting the In-Reply-To header via mailto: links, try the mailto: link
Code repositories for project(s) associated with this inbox: https://git.savannah.gnu.org/cgit/emacs/org-mode.git This is a public inbox, see mirroring instructions for how to clone and mirror all data and code used for this inbox; as well as URLs for NNTP newsgroup(s).