Extending Tag functionality

Hi,

I use Agenda extensively at work, one prime usage is to keep a record of my 1:1 meetings with peers and team members. As i take notes in any meeting i often use the people tagging function to annotate topic of questions that I want to discuss with select people . I know of the \link function that opens / links to other notes but I find it a bit slow and cumbersome and I need to remember the actual note name. As a faster way of reaching to those notes I have a feature request, namely that people-tags (and maybe standard tags as well) have the possibility to have a predefiend link (to anything but primarily to another agenda note). Being able to add this in the tag editor and when clicking the people tag in the note would open the selected note would be awesome and a great timesaver (my prefered way is open in new window). Thanks for considering!

//Peter

Have you considered using Smart Overviews for this?

  • Search for @Person1 with a filter, e.g. this week… etc.
  • Save the search as a smart overview, e.g. “Meeting Person1”.
  • Add the link to the smart overview “Meeting Person1” in the corresponding 1:1 note.
    You can then decide for yourself which notes you want to access and view.
    Perhaps that will help.

Hi

Thanks for the ideation but ideally I would like to sit and make notes in a meeting and annotate those notes with the persons I would like to follow up with, hence I need quick access to the other note I have for my follow up conversation with that individual (and several will be mentioned in a meeting note) - so the \link feature works but also that one takes a little bit extra typing and this being able to quickly get to the persons note by clicking the person tag would be ideal (I think, maybe other ways possible too).

If you have the notes for a person in a single project, you can enter the person in the search field, and click on the filter notes button. That will filter the project notes down to just the ones containing the person. Maybe that can help in some cases.

I have another idea for faster interaction.
You click (on Mac) or press and hold (iOS) on @Person1 and a menu opens where you can select options, e.g.:

  • Filter notes by @Person1…
  • Filter projects… > edit: It already exists
  • Open last note with @Person1…
  • Search for @Person1… > edit: It already exists
  • Show smart overview @Person1

This could also work well with tags.

I agree with Roms suggestions/ addition adding still adding my “feature request”, aka when you have defined a Person you shoudl be able to go to a predefined link / note (preferbly open in separate window).

Since I wrote this request i find my daily missing such a possibility :wink:

Thanks for the feedback! Contacts integration is actually the next thing on our list. Being able to link contacts to notes and navigate between them is part of what we’re looking at. We’ll take your suggestions along.

1 Like

Wonderful! happy to provide feedback / be a beta tester as you define this functionality

Thanks, we’ll keep you in mind!

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