Hi - I’m just starting to use Agenda and hopeful that it will be a really good tool for me. I am a writer and I have a lot of different projects on my slate at any given time, so all good there. I also need to create a list of people that I meet, which I can, for instance, scan to see who I havent’ been in touch with for a while. I can see that I could easily use Projects to tag people in, or add notes to meetings in the calendar, but do these people tags create a list that I can see anywhere? Or should I create a separate category for that somehow? Would be interested to hear how anyone else manages similar and grateful for advice. Thanks.
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There is a people browser you can bring up.
- On iOS, tap on any person tag to get the option to open the browser
- Same on macOS, or use Window > People
Hope that helps!
There are different ways to organize or monitor people in Agenda. I use a mix of people and category or tag (private or work) and combine this data in the search filter. This allows me to quickly find specific notes in which I have mentioned a certain person or group of people.
Examples:
@people AND \category(Private)
@any AND \project(XY)
@any AND #work
I can also link the search results with dates and find the people I have met in the past.
Examples:
@any AND #private AND \assigned-date(less-than: 01.03.2025)
@any AND #work AND \earlier(less-than: 1 month)
@any AND #private AND \before(01.04.2025)
This search data can then be saved as a smart overview and reused.
The number of combinations with different presets is huge. The important thing is to know what you want to find and see.
I have not tested everything, but it should work.
If you haven’t found it yet, here is the How To search.
Hope it can help you.
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