HACKER Q&A
📣 rapht

Organising yourself/your team: options for non-tech old-school firms?


Hi all,

I'm a CxO at a non-tech midsize firm (c. 2000 employees/$400m sales). One of the main duties of a C-roles is a kind of general project management ('project' being used here in a very wide sense: you could think of 'producing the monthly reporting' as a recurring project).

Until now, I've never needed much discipline as a "project manager" (both for self, team): no todo lists, few notes, and overall little formalized tracking of everything. Projects, roadmaps, tasks usually have found their place in my memory, aided by cursory looks at my inbox which I have never bothered to try to organize.

The company being growing at quite a fast pace, my scope, the number of projects, and the team are expanding - and so I'm realizing that I may need a bit more discipline if I don't want anything to slip into a sinkhole and only be heard of again because someone else asks about it...

What has been stopping me lately is the lack of an appropriate tool for the kind of old-school environment I'm in: the main ways of communicating are (async) email and (sync) meetings.

The solution is embarassingly simple: since the company's (and I suspect, many companies') primary communication channel is email, I need to 'augment' email with some form of editable notes, in the same tool so that: - all emails can be linked to one or more projects => this solves email clutter, short-term task management, reminders, etc - all projects can have one or more editable notes => this solves keeping track of a project history, meetings, decisions, etc in the same place as the main elements of the project, which are usually exchanged by email - everything being seemlessly blended into my email client, enabling easy triage/search/etc, both on mobile and on desktop

The first requirement is easily fulfilled by mostly any email client, but I know of no email client that combines that with editable notes directly attached to folders in one unified view.

Ideas anyone?