Quote Originally Posted by Guest
This sounds like a perfect use of agendas. I track this sort of thing with an Agenda category in my memos list on my PDA. I keep an agenda memo for each of the people I meet with regularly (staff, etc.) I list all projects we might need to discuss, whether they are the other person's responsibility or mine.
Actually, this is kind of how I am doing this. I use Bonsai to track all projects and it feeds next actions into my todo list in Datebk5. Instead of having one task with the person's name and all the projects in the note, I have one agenda item for each project which goes something like this:

Bill/Snare Drum Sale
Joe/Chicago Trade Show Info
Bill/Foam Order
Bill/Drumbalaya Kit Status

So if I need to see what I need to discuss with Bill I can filter on 'Bill/' and there they are in datebk5's list view. I also use this same format with waiting for's so I can do the same filter and get a mixed list of agenda's and waiting for's. It works pretty well. I prefer it over one task/memo with notes because I can date items as needed and I can add items on the fly without looking up another entry first. Also, if a project of mine suddenly needs to be an agenda item, I can change the text to this format and it lands in their filter. I have these filters saved for easy (two tap) access.

I think I will continue to track as much as I think is necessary. We had our first Instant Messenger staff meeting on Tuesday and I was able to easily flip back and forth between Bonsai and the IM window and copy/paste items of discussion. For tonight's meeting I am going to print my projects outline and take it with me for reference. I'll stick with what I'm already doing and see how it goes...