Member
2011-05-31, 03:28 PM
Maybe I'm not understanding this but I actually find this fairly easy. If I have an action that is specific to a person I always start the action with the name of the person. Example:
John: send specs on project X...............email
John: ask him to define scope better.........call
Sue: discuss travel plans....................agenda
I give each action the correct context: call, email, agenda (if I want to talk about something in person), etc.
Then, if I need to find all actions relating to John I just do a search for John (I use last names if needed). That way I can see the actions in their correct context when I am "doing" since I like to work from a context perspective, but if I happen to see or call John I can grab everything at once by doing the quick search.