Re: [tw] Re: Suggestions for Action Tracking in Meeting Minutes?

2011-07-18 Thread Ken Brucker
A couple votes for the checkbox plugin.  I'll have to check it out and see how 
it fits in with my desired workflow.

Really appreciate the suggestions.

On Jul 18, 2011, at 5:03 AM, Claudio wrote:

 Hi Ken,
 
 I've been using TW for keeping minutes and AIs but my solution is
 simpler, which makes use of Eric's Comment plugin, Checkbox plugin and
 QuickEdit plugin.
 
 Meeting notes are first entered into ordinary tiddlers, which are
 named in the projectcode_date_description (e.g. ProjXX 20110718
 Meeting with John). When there are AIs associated with a particular
 meeting, I will insert the Comment code comment AllTasks into the
 tiddler using the Insert button created by QuitEdit. When you save the
 tiddler, you will see a text field appears for entering the AIs. If
 you want to track open/closed status, you can include [_] in front of
 the AI description, which will create a checkbox. All AIs will be
 registered centrally in the [[AllTasks]] tiddler., where a link to the
 meeting notes tiddler will be included automatically.
 
 The drawback of this is that you cannot sort the AIs in [[AllTasks]]
 easily.  I do not need much sorting, What I'm doing is using table in
 [[AllTasks]] (you can defined it with Comment plugin). Then, the table
 data can be coverted (using QuickEdit) and sort in Excel.
 
 Hope the above help!
 
 On Jul 15, 9:50 pm, Ken Brucker ken.bruc...@action-a-day.com wrote:
 I'm working on migrating my note taking in meetings and 1:1s into a 
 TiddlyWiki and the key sticking point I have is in managing action items 
 that come out of the meetings.  What I've seen of action trackers, they all 
 seem to require that actions be setup as unique tiddlers and the state is 
 managed via tags.  That method complicates the note taking process in a 
 non-intuitive way and can lose the context (point in the meeting minutes) 
 where the action is captured.
 
 What I've been wanting is the ability to have actions captured inline in the 
 minutes, along with ability to search across meetings for any open actions 
 for display in a Summary Tiddler.  I'm not looking for one of the full-on 
 GTD type systems.
 
 Requirements:
 
 - Inline capture and display of action items (AI).
 - Ability to list AIs from tiddlers, with some limited filtering on state 
 (open, closed, all) and tiddler tags
 - AI list to include a link back to source of AI
 - Wherever an AI is displayed, provide checkbox (or functionally similar 
 element) to mark AI open/closed.
 
 Possible macros:
 
 ai aiState aiText - Captures an AI in a tiddler.  aiState would be 
 altered by the displayed checkbox
 ai_list aiState tag_list - Display list of AIs based on filter 
 parameters.  tag_list optional
 
 Anything like this exist?
 
 Thoughts on such a plugin positive or negative?
 
 Pointers on how to implement?  Are there proper ways to modify tiddler 
 content?
 
 Regards,
 Ken
 
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[tw] Suggestions for Action Tracking in Meeting Minutes?

2011-07-15 Thread Ken Brucker
I'm working on migrating my note taking in meetings and 1:1s into a TiddlyWiki 
and the key sticking point I have is in managing action items that come out of 
the meetings.  What I've seen of action trackers, they all seem to require that 
actions be setup as unique tiddlers and the state is managed via tags.  That 
method complicates the note taking process in a non-intuitive way and can lose 
the context (point in the meeting minutes) where the action is captured.

What I've been wanting is the ability to have actions captured inline in the 
minutes, along with ability to search across meetings for any open actions for 
display in a Summary Tiddler.  I'm not looking for one of the full-on GTD type 
systems.

Requirements:

- Inline capture and display of action items (AI).
- Ability to list AIs from tiddlers, with some limited filtering on state 
(open, closed, all) and tiddler tags
- AI list to include a link back to source of AI
- Wherever an AI is displayed, provide checkbox (or functionally similar 
element) to mark AI open/closed.

Possible macros:

ai aiState aiText - Captures an AI in a tiddler.  aiState would be altered 
by the displayed checkbox
ai_list aiState tag_list - Display list of AIs based on filter parameters.  
tag_list optional

Anything like this exist?

Thoughts on such a plugin positive or negative?

Pointers on how to implement?  Are there proper ways to modify tiddler content?

Regards,
Ken

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