Add Project Description field + notes

David Schwartz's Avatar

David Schwartz

20 Aug, 2013 10:13 AM

I created a new project, and added a list and a task.

I'd like the ability to have a "Description" field for a project as well as further notes I can make that discuss the PROJECT rather than individual tasks and activities, which are often too low-level.

Without the ability to describe project-level details, lots of the lower-level things can appear out-of-context.

  1. Support Staff 1 Posted by Seth B on 20 Aug, 2013 06:05 PM

    Seth B's Avatar

    I've been thinking of adding something like this for awhile, but I kind of feel like simply having a large textarea on the "project options / edit" screen would not serve this purpose.

    What specifically would you be using this box for? Discussion with others? Would you expect it to carry over to any invoice notes? PO numbers?

    Thanks for the feedback,

    • Seth
  2. 2 Posted by David Schwartz on 20 Aug, 2013 06:55 PM

    David Schwartz's Avatar

    I haven't used the site in quite a while. I've recently been unburdened by the limitations of a J.O.B., so I find myself returning to a role of generating my own business.

    It looks like lots of nice features have been added.

    I got a couple of projects this weekend that are somewhat prospective in nature … I need to track my time for now as things will hopefully evolve into something more.

    There's lots of brainstorming going on, along with prototyping and examining different options. I realize some people like to have everythign nailed down really nicely in terms of tasks and deliverables and whatnot, but in this case, I'm coming on more as an advisor, partner, and developer all in one. So it's up to me to evaluate things and propose some of the solutions that will eventually turn into something more concrete. In the mean time, I'd like to capture notes about what I'm dealing with.

    What struck me about the present setup is that there's no way for me to make notes on a PROJECT. (These are my own notes, not for clients.)

    You can sit down and brainstorm for a while, and decide to go in a specific direction. So you define some tasks and head out. But without project-level notes, there's no context for the tasks.

    After a while, you hit some bumps or run into a brick wall with something and you need to stop and reevaluate things.

    A notion of "tasks" imples you're heading in some direction. There's no record of why you may have stopped, what took place after that, and what you decided to do afterwards.

    You could define tasks like "planning-1", "planning-2", or whatever. But it doesn't model things very well all the time.

    Sometimes you'll hit a wall and the client will put things on hold for a few months. Coming back to the notes here that are just on "tasks" may not give you enough of a "big picture" to refresh your memory.

    So I'm thinking that having a way to post notes at the PROJECT level and edit them, sort of like a discussion thread, would be really helpful. Notes on meetings, phone discussions, copies of emails, photos of things, sketches, etc.

    The alternative is keeping notes on paper, or in a Word doc, whatever … but somewhere else. I'd like to have them all in one place.

    As an aside, the ability to upload docs and files and stuff would be really nice, too -- but how about putting them into Dropbox or another cloud-based service, and simply point to them? (Use the Dropbox API to integrate it.)

    So … some kind of discussion thread mechanism at the PROJECT level that's for private use that allows attachments to be added that are stored on your own account in a cloud-based service like Dropbox. Include a line with hashtags that can be added and searched independently within a project: "meeting notes", "phone discussion", "brainstorming", "prototype code", "demo presentation", etc.

    Thanks for listening.

    -David "The Tool Wiz" Schwartz

  3. Support Staff 3 Posted by Seth B on 20 Aug, 2013 08:39 PM

    Seth B's Avatar

    A notion of "tasks" imples you're heading in some direction. There's no record of why you may have stopped, what took place after that, and what you decided to do afterwards.

    You might have missed the original release of the "bulletin board" feature, but originally I was calling them "items". You can actually comment on them, and use the "complete / close" function as archive.

    What I'd do is set up a "list" called "project planning", and just use the items in that list as discussions / messages. I myself do this.

    Maybe try to give that a shot and see how it goes? I understand there is a mental barrier when we call them "tasks", but originally they were set out to be discussion threads as well. I think that adding file uploads / images inline would probably help support this workflow.

    As an aside, the ability to upload docs and files and stuff would be really nice, too -- but how about putting them into Dropbox or another cloud-based service, and simply point to them? (Use the Dropbox API to integrate it.)

    I've been wanting to do this for awhile, but have held off until I can properly set aside enough time to implement file uploads on estimates and expenses as well. It's a "big picture" thing I'd like to add, eventually.

    All of this stuff is on my mind, as I too seem to use a combo of Cashboard / Evernote / Dropbox for all of my work. I've got a full workload of things I'm doing with the app at the moment, but all of these are under consideration.

    Thanks for the feedback as always & good luck with your new projects!

  4. David Schwartz closed this discussion on 24 Apr, 2014 03:10 AM.

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