Hello Agenda Community!
I’m going to apologize ahead of time for what will likely be a lengthy post. I’m also not sure this should be in Support, but I’m not sure how to put it where it needs to go as I don’t have all the options. New community poster
Quick background on me. I’m a pre-sales engineer supporting a couple sales-focused folks. I cover roughly 250 customers across three states. I have been a long-time user of another note-focused application that works really well for some things, and struggles with others.
I looked at Agenda a couple of years ago, and it just didn’t make sense for the role I was in. With the switch to customer/sales-focused engagements that are almost always calendar/date referenced, I had my ah-ha moment with Agenda. We’re heading into the start of our next fiscal year, so I’m taking some time now to prep and be ready to hit the ground running. I downloaded Agenda last week, and paid for the premium features sight-unseen. I wanted to have the full experience out of the gate to see if this product can really work for me.
Overall, there’s a ton of stuff here that absolutely lines up for me. I do have a couple things I’m struggling with that I’d love some feedback on. Let me quickly break down my note organization/structure.
Every customer I have is a “project” and are broken down into “categories” based on their location. I have another category for “Internal Meetings”, with projects related to each recurring internal meeting. I have one additional category for “Sync Meetings”, with projects for every account manager I sync with on a weekly/bi-weekly basis. Basically, my projects are people or customers. I don’t do any real project work.
Here are the things I’m struggling with:
- The inability to create a view/filter to see ALL TASKS across ALL projects is KILLING me. This is the #1 thing I miss most about my previous note-taking application. I type tasks in-line during meeting notes. At times, I talk with 6-8 customers a day. With each being a separate project, trying to track down tasks is impossible. I know this is something support has identified as on the roadmap (and that can’t come soon enough).
Does anyone have any ideas on how to manage this until that feature hopefully comes? I do NOT want to use another app. I also do not want to tie this into Apple Reminders. I just need to see a list of any customer who has an outstanding action item. The only thing I’ve come up with so far is to be diligent about making every note I take with an action on “On the Agenda”.
I do know you can mark a note as “done” but I’m not sure I understand this workload, and I wasn’t able to easily make a view to show “All Undone Notes”. Could have just missed it as I just started using Agenda ANY HELP here would be greatly appreciated.
- I like to keep my “sync” calls, which are really book of business review separate and related to each account manager. The issue I have on those is that we often talk about multiple customers in those sessions. I’ve struggled with how to link a couple of bullet points about a customer BACK to the customer project. I’d like to be able to see the customer project with the list of notes, but also see where else that customer may have been mentioned as a part of a sync call.
I thought about tagging. I thought about potentially linking the notes (but I haven’t played with that). Does anyone have any ideas here? Trying to flip between customers, creating a new note for each time we bring up a customer, etc. isn’t feasible. So I kept everything on that sync meeting note, but would love to “reference” them all together somehow. This could be just me not knowing how yet, but I’d love some feedback.
I think those are the big two for me right now. The tasks thing kills me. I purchased the app knowing this was an issue, but hoping I could get some feedback one when that might be sorted out. But any help from any of you folks would be awesome. Thanks so much!!! I’m excited about Agenda, but just have to find a system for these bumps!