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Meeting minutes/action item software recommendations?

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superboyac:
What do you mean by "linked content" ?
-Armando (April 27, 2010, 04:42 PM)
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The linked content is all the stuff that I put under the agendas, action items, etc.  meaning, if I enter something in one grid, it will show up in the other grids.  So if I put an action item in the main project grid, it will also appear in the action item grid.  That's what I am calling the linked content.

That's the whole point of this thing, right?  In one grid, I can see all of the main project information.  In the action item grid, I can see all the action items regardless of which meeting they belong to.

Armando:
The linked content is all the stuff that I put under the agendas, action items, etc.  meaning, if I enter something in one grid, it will show up in the other grids.  So if I put an action item in the main project grid, it will also appear in the action item grid.  That's what I am calling the linked content.
-superboyac (April 27, 2010, 04:47 PM)
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Ok, I see what you mean. Actually there's no link, it's just that the different grids' filters that are different (+ the grids themselves auto-assign specific fields so that if you create an TLI in the action items grid it should automatically be an action item  -- providing you create it under the right meeting, which shouldn't be a problem if the context parents appear, and they should unless you turn the option off in the toolbars.).

But it doesn't really matter how you think about it -- just be clear that a link is a link, and an item seen in different places is... An item seen in different places. :)

That's the whole point of this thing, right?  In one grid, I can see all of the main project information.  In the action item grid, I can see all the action items regardless of which meeting they belong to.
-superboyac (April 27, 2010, 04:47 PM)
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Of course that's the main point.
All these grids can also be filtered in different ways. So you could, for example, only see action items from meetings inside a certain date range.
You could filter keypoints by content... Keywords...
Possibilities are multiple.

So when (if?) the reporting happens, it should be as powerful if not more powerful than other solutions.

superboyac:
But it doesn't really matter how you think about it -- just be clear that a link is a link, and an item seen in different places is... An item seen in different places.
-Armando (April 27, 2010, 05:51 PM)
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Indeed!  I remember my first talk on the phone with Pierre.  He had to explain this to me for like 30 minutes.  Poor guy!

Yes, Armando, I think you are coming up with a great meeting management solution here.  I've been working in my current industry for almost 5 years, and everyone does it with Excel and/or Word.  Which is a lot of repetitive work and annoying for me.  I was initially thinking of doing something in Access, but I always turn yellow when it comes to Access.  IQ is a good balance of accessibility and hardcore functionality.  But even IQ would be intimidating for most users.

Armando:
Yes, Armando, I think you are coming up with a great meeting management solution here.  I've been working in my current industry for almost 5 years, and everyone does it with Excel and/or Word.  Which is a lot of repetitive work and annoying for me.  I was initially thinking of doing something in Access, but I always turn yellow when it comes to Access.  IQ is a good balance of accessibility and hardcore functionality.  But even IQ would be intimidating for most users.
-superboyac (April 27, 2010, 05:57 PM)
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IQ is too hard for most user [Edit : to be fair, it really depends on what you want to do....]. Pierre is working to change some things in the interface and the filtering system so that everything becomes easier to grasp (a few things will disappear -- like the source/filter bar -- and it will become even more Ecco like... And at the same time, it will remain IQ. No loss in functionality, quite the contrary! More power to the user). So this meeting solution will actually get transformed a bit by the next IQ changes. But nothing that'll confuse you totally. ;)

My goal is that my girlfriend who's not a geek at all can use this meeting solution easily.

As it is now, it's not too bad. But it should be better when changes to IQ's UI and filtering system will take place.

The color problem : If you organize your working space so that you need to horizontally scroll a bit to the right (so that the outline numbering column is hidden, sometimes even the other one... But I usually organize my grids so that the 2 first columns don't contain vital info), all these problems will disappear. Try it...That's what I do while waiting for a fix.

superboyac:
Armando, I'm trying to play with my own conditional formatting.  I don't know the programming language for the criteria and formats column.  Can you help me?

I'm trying to have a field with a drop down, and depending on what is chosen from the drop down, the background color will change accordingly.  And unlike the example shown below, the criteria will be a text string:
So, if the field is set to "code" then I want the background to be blue (e.g.)  I tried putting:
="code"
in the criteria, and:
BackColor=&hED90A3
but nothing happened.

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