Newsletter Article on: CRM Use Cases in Tiddlywiki

#1

According to the recent TiddlyWiki User Survey - the second highest use case for TiddlyWiki was task/project management including CRM with over ½ of participants responding that they use it in that way.

I’d love to hear some stories about the use of TiddlyWiki in this way, that could be included in the next edition of the TiddlyWiki Newsletter… some questions that might spark some responses in this thread include:

  • What features of a CRM or Project Management tool do you use in your business or job ?
  • What plugins do you recommend for these features ?
  • What customisations have you made to support these features ?
  • What are the benefits of using TW for this purpose - what has it help to achieve ?

Hoping to hear from you all
:smile:

6 Likes
#2

CRM/PKM. Just today retrieved notes about a decision made over a year ago

#3

Hi Christian,

(1)
I’m using TW for keeping track of multiple smaller projects at work (currently ≈15, half of them dormant). Entry point is a drag-sortable list of project tiddlers (sort order = priority), within each is a textual description of goals, next steps, documents, tickets, just manually maintained.

Each project tiddler fields for a status icon, short name, status line and “remember-me”-date, which is added via ViewTemplate to each tiddler. All custom stuff.

On top there’s an overview ($list + template) that takes the fields + some content for my weekly reporting to my boss.

(2)
Both at work and home, I have reminders and reoccurring tasks, which keep popping up whenever they are due (e.g. every N days, every Thursday, stuff like that). That’s basically tiddlers + done date + due date and a bunch of homebrew filters to deal with date calculations and finding due tiddlers/tasks.

As an overview, I’m collecting all due/overdue stuff (chores, reminders, tasks from Trello or our Ticket system) into a single tiddler in my work TW, so I won’t have to search all around for scattered tasks.

Again, all self coded (as highly personalized), but theoretically probably usable by others somehow.

Cheers,
Sebastian.

3 Likes
#4

Can you share a screen or two of the 1st one, of how it works.
I usually send reports but I’m typing them manually and would appreciate an example. Thanks!

#5

Can you share a screen or two of the 1st one, of how it works.
I usually send reports but I’m typing them manually and would appreciate an example. Thanks!

:+1:
Was able to get something using Gemini

#6

Hello Christian,

I use custom templates for:

  • projects: recent notes/meetings, actions, logbook, sub-projects
  • meeting notes with participant lists (with simple import from outlook participants list) and meeting efficiency indicators.
  • journals: listing meetings, actions, tags, … for each day) with interstitial notes, time tracking, various workload indicators.
  • contacts and teams

I use the following plugins:

BR,

Eskha

1 Like