One of the things that affects my workflow at work and Emacs recently is the source of my tasks and projects.

In the past, I worked almost exclusively with our ticketing system. My capture templates in org-mode contained properties for ticket numbers and user IDs to identify the users. Each task in org-mode I created this way included a scheduled date for that day, which I would move around later, depending on urgency.

This all went away when I moved to a more managerial position about a year ago, but it took me some time to realize that. My new position means that roughly 80% of my projects come from Emails while the rest come from meetings. I almost never have a ticket assigned to me directly, unless it has to do with my old position as a tech writer, which I still do now and then1.

Habits die hard, and I was trying to fit email chains and meeting notes into my task templates in org-mode with limited success. For example, I was struggling to figure out what properties I need, since emails don’t really point a user with a problem, but often describe a situation that requires a solution.

Meanwhile, I was swapped away by Journelly (and for a good reason) and started to use it in meeting notes, but realized that I tend to keep these notes in a certain manner that would fit nicely into a capture template. These notes, which consisted mostly of bullet points and questions, did not fit well visually with the rest of the journal. More so, since I often write down things to do in meetings, I needed an indicator to flag those meetings later, when I need to go through the notes and re-write those as tasks2. This quickly became cumbersome.

For my meetings then, I created this simple template (for more structured templates, I use org files rather than writing them directly into my settings):

    * MEETING %?
    %^T
    
    *Discussion:*
    -
    
    
    *To Ask:*
    -  
    
    
    *To Do:*
    - [ ]

I write the points in the meetings as people discuss them. As I listen, I come up with questions/comments which go below (I tend to write the answers as nested items below the questions with a “+” rather than a “-” to indicate an answer). The To Do part is newer, usually containing large items (projects) that need to be broken down further into dedicated tasks. This is still a work in progress.

As for emails, I still don’t have something solid. I mostly rely on my existing project template, but it doesn’t fit as nicely as the meeting template above.

Emails in Outlook are usually a mess of “conversations” by the time I get to read them. I then need to spend time on reading and understanding what’s going on, which is often an issue in itself, as people require urgent answers for complicated matters (Emacs is amazing, but I don’t think it can help me with that). I was looking into a way to identify emails by their email ID and use these as properties, but this is something that can only be done on the back end, which I don’t have access to. I probably need to spend more time with Outlook and its filters, and that’s a mess in itself, as Microsoft tends to change options and controls across its different versions. If anyone reading this has any advice, I’m all ears.

Ideally, Emacs projects stemming from emails should contain the email subject or another identifier (ideally in the header itself), then the people involved (the askers and the doers), location, and then resulting ticket numbers for the tasks created - but this is all flexible.

Footnotes

1 : interestingly, my experience writing technical documents is helpful when I need to delegate work or explain a workflows in meetings - and org-mode is one of the best place I ever had to write such documents because it is an outline tool that breaks processes to steps by default.

2 : For about a week, I used Journelly’s tagging system to tag certain notes as meetings, which helped me realize how ridiculous this was. Journelly is a place for me to see pictures of people I spent time with or capture ideas when I get a chance to stop and think a little, often by dictation. Meetings are nothing like these things, and they shouldn’t. It’s easy for me to write now, clear as day, but a few weeks ago I didn’t know.