Clients as projects
I am a Newbie to OF and want to use it to follow clients (actually patients) so that I can know what needs to be done for them and schedule actions, alerts and reviews. I don't know how best to organise this and wonder if calling each client a project (I'd end up with hundreds of projects) would work. Has anyone experience of this or indicate whether I'm going aqt this in the wrong way?
Thank you |
I prefer using important customers as hierarchy contexts:
*customers *customers : custA *customers : custA : Person1 *customers : custA : WaitPerson1 For less-important customers, I start the task with customers' name and/or person > e.g. Task subject reads > custA/Person1: planning meeting Yet there are MANY possible ways to get into going. Try starting with putting in ONLY a few Cust & tasks for testing so ;) |
I've used folders before for customers. I haven't found a perfect setup for this yet.
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It can definitely be useful to make a folder to hold the projects associated with a given customer - that lets you create and complete individual projects as needed, rather than having one perpetually uncompleted project sitting in your sidebar.
Marcus' suggestion of a context hierarchy can also be helpful - group the folks you'll be working with under a parent context. You can then assign tasks to individuals or the group as a whole as needed. Hope this helps! |
[QUOTE=Tuly Rosenfeld;86608]I am a Newbie to OF and want to use it to follow clients (actually patients) so that I can know what needs to be done for them and schedule actions, alerts and reviews. I don't know how best to organise this and wonder if calling each client a project (I'd end up with hundreds of projects) would work. Has anyone experience of this or indicate whether I'm going aqt this in the wrong way?
Thank you[/QUOTE] Hi Tuly, I would consider using projects. My personal setup involves projects for patients I see very regularly, and a general single-action list for patients that may not be my own but for whom I need to do something. The way this works for me is that I find the sequential project is a neat way to focus, quite literally, on what you need to do next for a patient. In my own experience, I found very few situations when there was a need for anything other than a sequential project when dealing with patients, but that may be a bias of the type of practices I've worked with. The single-action list, however, allows me to prioritize differently and manage as I wish actions that need to be done for people I don't deal with on a very regular basis. I think you'll find that both GTD and OF are particularly adept at dealing with clinical situations (in my experience, and I believe in that of quite a few other folks-there are some discussions over at the DACo forums if you haven't seen them yet). A final note, though: I don't know how paranoid you are, but I tend to be quite a bit, so I never use patients' names or any other identifying info in OF. Depending on whether or not you synchronize, etc., YMMV. Good luck! |
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