J
Jotacinho
I would set up my contact manager functionality to drill down to a specific
task and not only track that task, but save and archive it like I would in a
paper based
planner. So that I can track contacts plus work and billable services I do
for each contact.
I have it configured with categories that track hours, and billings
etc, as part of the task. What I want to do is 1.) show that it is completed,
so I check it off, but 2.) this is most important, be able to archive it so
that I can refer to it and see what I billed for that day. So when talking
with a contact at a later date can say, we did this task, I billed 2 hours
for it, and this was the end result of the conversation.
IE: I write a task and track two billable hours, for 7/1/2005. How can I
save that task, so I can see what I did on this date, but now it is December
21st. I want to make sure only current daily tasks are in my task pad view,
and not 300 task long.
I appreciate any help here. Thanks.
task and not only track that task, but save and archive it like I would in a
paper based
planner. So that I can track contacts plus work and billable services I do
for each contact.
I have it configured with categories that track hours, and billings
etc, as part of the task. What I want to do is 1.) show that it is completed,
so I check it off, but 2.) this is most important, be able to archive it so
that I can refer to it and see what I billed for that day. So when talking
with a contact at a later date can say, we did this task, I billed 2 hours
for it, and this was the end result of the conversation.
IE: I write a task and track two billable hours, for 7/1/2005. How can I
save that task, so I can see what I did on this date, but now it is December
21st. I want to make sure only current daily tasks are in my task pad view,
and not 300 task long.
I appreciate any help here. Thanks.