Im still very new to Agenda, and trying to learn how to best use it to suit my needs. One question I have is this.
I see that if I assign a date to a note, such as ‘today’ it will show up in my ‘today’ search. But if I apply a date to a line or a todo item within a note, the date of ‘today’ wont place the item in the today search results.
So if I want to be able to track daily tasks, and use dates for filtering, each note has to have its own date, which means I have to have a note for each day of the week, which just takes up a lot of space.
The way Im trying to use it is as a makeshift CRM. So I have customers that are each their own project, then I make notes about our phone calls, or requests as to-do items, or reminders to follow up. Then at the end of the week, I filter by ‘this week’ and can use those results to generate a report for upper management. This all works ok, I guess I was trying to come up with a way to have a note for ‘call notes’ and note for ‘account details’ and so on. Then when I add some content to the note, I apply a date to it and can still filter by this week to see the action I took.
Is that clear enough for anyone to provide some insight? thanks!