Member
2011-05-31, 11:58 AM
Thanks for your reply Brian.
I'm a church minister. I'm responsible for 120 people and have around 20 people that I interact with on a weekly basis. Out of those 20, 10 people are folks I interact with daily.
An example of my situation is that I may need Jane to do a number of things. I need her to arrange some appointments for me, email me a list of maintenance jobs, and check how she's doing with the annual planner. This would look like this:
Call Jane to make appointments @call
Email Jane and ask her to send me a list of maintenance jobs that still need doing @email
Email Jane to check how she's doing with the annual planner @email
However, I may meet Jane in the course of the day at which point I want be able to see all of these tasks related to her.
Another example of this is if I needed to check what Jane's workload is I can check everything she's been assigned or will be.