I am a sales rep and Apple user needing better customer meeting management and follow up.
I need to take notes in meetings with to-do items that are both scheduled and not scheduled.
Each client needs their own note.
I need to-do items that are NOT scheduled housed in one place for all clients for an “at a glance” of what I need to do.
I need to-do items that ARE scheduled exported to iCal (NOT Reminders) as their own individual events.
I’m hoping there is a way to do this without having to input things twice.
Further explanation: I have a to-do list a mile long that IS NOT date specific and a to-do list a mile long that IS date specific. I need to take notes in a client meeting, create a to-do list within the note particular to that client for reference later, but also I need to have my to do list from all of my notes available in one “at-a-glance” place. I also need to incorporate date-specific items from my notes into iCal, not into Reminders, since iCal is where my appointments are housed and where I manage my scheduled events. I know that I can attach my note to my iCal client appointment as a link. But I need my date-specific to-do item from the meeting to appear as a separate item on iCal, since it is usually on a later date than the appointment. I seem to be able to put it into reminders, but not iCal. I also need to know how I can have all of my non-scheduled To Do’s in one place without inputting them separately? I’m fine to put those into Reminders, but I was hoping I could schedule a different project within Agenda called “To Do” and export line items into it seamlessly.
I’m struggling to have all of this integrate properly, and I can’t imagine it doesn’t exist. These are some examples of my needs to have in my client specific note as well as elsewhere that I am hoping to not have to input independently:
An example of To Do items I would want on a To Do list and notes but not on my calendar:
Contact John when Steven confirms the price.
Research venues for the Smith event.
Follow up with Rhonda after you receive the file.
An example of To Do items I would want on my calendar and notes:
Call Brian at 1:00 Tuesday to follow up on the proposal.
Send links via email tomorrow morning.
Event scheduled 3PM on February 28.
I know that’s a lot of info. I’m hoping it’s clear. If you took the time to read it, thank you!