My wife is a personal assistant, new gig is very cool, great hours, pay is great, etc. just one problem. She needs a convenient way to document her communication with clients, and record her tasks.
Examples of what she’d be recording:
- 9:30 AM moved personal trainer appointment from Tuesday at 3:30pm, to Tuesday at 6:30pm, spoke over the phone with Greta
- 9:45 AM made payment to architect for Job A
- 10:00 AM General contractor for job B called, they need documents X,Y, and Z by Friday
Occasionally she’ll set, or move an appointment for her clients and the vendor confirms this with her over the phone. Sometimes the vendor doesn’t record this information properly on their end, and her client’s appointment is messed up, with no documentation to show this wasn’t a slip up on her end. To avoid potentially looking anything less than perfect, she’s resorted to writing down the persons name who she spoke with, (happened twice since January) what time they spoke, especially when she thinks the vendor might drop the bal. Her clients are demanding (understandably) and a mistake like taking time out for two appointments unnecessarily can be very costly, as their time (and appreciation for her work) is very valuable.
With that said, I mentioned to her it wouldn’t be a bad idea for her to keep a daily log of every task she completes, with details added when thy make sense. I’m not sure if there’s an app perfect for this type of task tracking yet. Most of the productivity apps are too bloated, I was hoping it could be as easy as dictating these things using workflows/shortcuts, Siri and having them all stored in the same place daily. Thinking of annotating the notes section of a single calendar event for her work day, so it can be shared/recorded if needed.
Tried researching apps that do this well, and didn’t see anything that made sense for her to use yet, or any great ideas for the DIY capable. Figured this would be the perfect place to ask. Has anyone seen any cool solutions for this type of documentation need yet?