2
0 Comments

A note-taking, todo-list dream for consultants.

Ok, so I'm a Management Consultant and spend my days in meetings, taking notes, and managing my own todo list. All the note-taking apps and approaches out there, the one that resonated with me the most was Workflowy. I am a hierarchical thinker and it fits me perfectly. After using it, however, I realized I was falling back into my old habits of having two separate locations for:

  1. Notes
  2. Todo List for the Day/Week

I hate taking notes in a meeting that go like this.

  • New Client
    - Referred by John
    - Looking for a quote on X
    - Would like to chat next week to hear options?
    - Ryan (me) to create 3 slide presentation to highlight options and cost

See that last one!? Yeah, that's a task/todo for me buried in notes. So, now I have little tasks that sit within my massive note taking document. It's not great for prioritizing or quickly trying to see what's urgent for today/this week. And then I hate copying that information to a separate todo list (computer science nerds just hate redundancy :). All these approaches break down fairly quickly.

I believe that any note can also be a task but we shouldn't copy them to a separate list ("pass by reference" instead of "pass by value" for the computer geeks out there). These seems intuitive but haven't really seen this implemented anywhere.

Does anyone else have this problem too?

I spent the last weeks building a prototype: https://taskflowy-9a9aa.web.app/demo

I think it achieves my goal but I'm still tweaking and building. I'd love for some feedback and to hear your thoughts on this problem.

on November 17, 2020