Carl - Oct 01, 2009 06:58pm

Need the power and flexibility that adding Tagging capability to Calls, Tasks, Notes and Events would provide.  I consider this to be a “must get right” in the Kano model.  In other words this is a piece of basic functionality that I think is missing.

this is an interesting idea, but I’m having a hard time imagining the real world example -  could you maybe post one?

Tagging is great, but I find it gets out of control of there’s too many opportunities to tag (interns go crazy once they realize they can do it).

Sure - tons of examples.

Calls-
I want to categorize calls.  Such as cold prospecting, hot prospecting, in-coming client calls, incoming customer complaint calls, girl-friend calls, calls from a specific person (this helps if I’m in a Project Blog and don’t want to stick the name of the person in the title or notes)- the list goes on.

Tasks-
Priority Level, Hot Opportunity Follow-up,  Blog related, Email related, Personal, Wife, Husband, Girlfriend or Boyfriend related, Client / customer follow-up, Career Networking event the list goes on.

There are tons of examples for Notes as well. e.g. Source or cause of Note (e.g. Movie, favorite news program or blog, book, song) maybe its a meditation note, maybe its a diary note, etc.  the list goes on.

Solve is definitely more project and contact oriented as opposed to middle management oriented, and I can see where this would be awkward for some companies transitioning from more “top-down” systems. However, if what you’re trying to do is get an idea of what’s going on where, Solve does that through the Activities view.

For Calls, you can filter almost all the things you’re looking for if you set up your project and contact tags to handle that:
  For your example:
  Tags: hot prospect, cold prospect, customer, client, partner, personal, etc.
      to deal with various call staging (so let’s say your lead turned into a client) you could template out the possible interactions for that workflow and follow the calls accordingly.

The amount of specificity in the activity list filter is pretty astonishing: below is one way you could find the call logs you’re looking for:
Activity List -> call logs -> created -> user -> date range -> contact tag “x”

For tasks I’m missing the tag function.

I use it for setting it to GTD values like @wait, @next, etc. Not all tasks are bound to a specific date, but are a next action to be done somewhere in time.

So I want to filter task list on @next of @wait. Similar to the way it is done at http://www.rmilk.com

Kind regards,

JR