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How do you keep track of work tasks

6 pointsby neekbalmost 8 years ago
Any other consultants out there? I work as a software implementation consultant. At any one time I could be working with, say, 10 groups of internal customers implementing the software for their team. There are emails, IM&#x27;s, phone calls, meeting notes. Aside from working with the teams, there are core changes that need to be made to the software itself. It&#x27;s a lot to keep track of.<p>When I&#x27;m working with a team that wants to work with me&#x2F;on the project, generally things go fine. There is a back and forth dialog and I never have to look more than a few days backwards in emails to keep track of where we are. For the groups that are resistant, busy, or drop off the radar for a while I generally forget about them and have trouble remembering where the project is at. It&#x27;s not really a problem as in things aren&#x27;t getting done. It&#x27;s more of a problem with &quot;OK, I&#x27;m re-engaging with this internal customer and I can&#x27;t remember what we already talked about&#x2F;tried&#x2F;implemented&#x2F;objections&#x2F;issues...&quot;<p>How do you guys deal with this? Do you just get really good at taking notes? Do you use a piece of software? I guess OneNote has a lot of what I want, but I don&#x27;t feel comfortable using a cloud based OneNote, and I can&#x27;t easily share a OneNote file between the machines that I use for work (which sit on different networks).<p>Just wondering if anyone out there is in the same situation. Thank you!

3 comments

twobyfouralmost 8 years ago
This is the one thing I find Asana effective for. Another option might be to repurpose issue tracking software - after all, it&#x27;s basically just a to-do database. I&#x27;ve also known people who use plain text files on a remote machine plus vim plus SSH.<p>But software is just a tool. What it sounds like you really need is a <i>system</i> for keeping all these balls in the air. Without a system, no software is going to solve the problem of failing to remember you need to follow up on things.<p>This type of work is something I find Getting Things Done very effective for. You don&#x27;t have to rigidly implement everything the book prescribes, but it does offer a philosophy and a toolkit of processes that you can mix and match to keep your work organized.<p>Once you have a process, you can implement it in OneNote or index cards, or whatever the heck else feels ergonomic to you.
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hnrussalmost 8 years ago
If I were doing consulting, I&#x27;d look into using JIRA Service Desk to interface with clients and using JIRA internally to track tickets (JIRA integrates with Service Desk). I&#x27;d manually enter any external communications into Service Desk as a way to both log and confirm the communication with clients. My favorite feature of Service Desk is that it provides a clear &quot;status&quot; so that participants know whose court the ball is in.
Jugurthaalmost 8 years ago
You may be talking about something else.. I&#x27;m a beginner (first job), but I tend to make use of comments and commit messages (this may be due to the fact I buy pens and notebooks in bulk and have a tendency to take notes).<p>Comments:<p>I write them so I can just do a git grep and have a lot of information. Read: they tend to follow a certain format.<p>TODOS are for code I write that I intend to add. Others will probably read them and might do them, or tell me not to do them because of a reason I wasn&#x27;t aware of.<p><pre><code> # TODO: Refactor this so it doesn&#x27;t make that many copies. # Something along these lines: # def foo(arg1, arg2, *, bar=None): # ... # This way we can do x, y, z. Profiling shows spam # spends most of it time doing x instead of y. # Investigate why. Maybe do it à la PEP 666. </code></pre> However, I sometimes open a ticket, assign it to myself, add a proposed implementation off the top of my head in the ticket body, then just reference the ticket in the TODO not to clutter the code (the information is captured nonetheless).<p>I also have files &quot;musing&quot; and &quot;refactoring&quot;: the first where I toy with things that, somehow, always manage to save the day when I need them. Custom data structures, utilities, tools to make things easier. I suck so I try really hard to make my code <i>really</i> easy to use and write code to be able to be as lazy as possible (and learn a few things doing it)<p>&#x27;refactoring&#x27; is when I don&#x27;t want to mess with someone&#x27;s code but I see a way of doing something I&#x27;m not certain is better and that portion is not a priority. I&#x27;ll reference the file and the function and make it better. It almost always is because I have the luxury of perspective the person that implemented it first didn&#x27;t have, whether that person is me in the past, or another human.<p><pre><code> # QUESTION: Why does foo instantiate CoolStuff with arg # when bar does it too in yo.py </code></pre> A question is useful in many cases: When the information is with someone else but I don&#x27;t want to unplug from the code; I just capture that in a question and continue working on the code. I do a git grep periodically to see if my questions are answered (I might have gained more insights into a subject, or talked with another person, or just got some sleep. The questioning not being lost is what&#x27;s important because I think code is just answering questions).<p>You can also append the person&#x27;s name or something.<p>If I do something that&#x27;s not obvious, I add comments on what I was trying to fix, how I fixed it, and why that way instead of another. This way a reader might get their answer. I add &quot;# NOTE:&quot; for emphasis.<p>If I do a temporary thing, I also use warnings so I can run and generate errors and prefix functions with _throwaway (this way I can git grep them).<p>Commit messages:<p>They tend to include what was changed and why (which issue&#x2F;wart it fixed and why it was a wart&#x2F;issue because is it really a bug or was it intended? and how it was fixed) plus the next steps I&#x27;m planning to do after that commit.<p>Goes like this:<p><pre><code> X feature is working now. Problem was that foo did xyz but didn&#x27;t commit to the db and condition Y wasn&#x27;t met yet. Change affects foo method in waw.py. Next steps: Implement Z feature and refactor W so it uses memoryview instead of making all those copies in z.py. </code></pre> When I&#x27;m the only one working on the code, I go insane with comments, etc. When the code involves other people, I tend to have a branch where I have a lot of stuff, but will push a more mentally sane branch for others to use.<p>This allows me to:<p>- Have a set of questions I can ask and get answers to. If I&#x27;m talking with someone, I do a git grep and see if their name doesn&#x27;t come up and ask them a question I wanted to ask them when I was doing x, y, or z.<p>- Know what the next steps are.<p>- Have context about my own stuff.<p>- Brain crumbs so there&#x27;s always something to work on.<p>- Hopefully be someone they can have unprotected code with.