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Diffstat (limited to 'Workflow.org')
| -rw-r--r-- | Workflow.org | 74 |
1 files changed, 74 insertions, 0 deletions
diff --git a/Workflow.org b/Workflow.org index 25405b3..c4b2901 100644 --- a/Workflow.org +++ b/Workflow.org @@ -30,6 +30,14 @@ When an Org buffer opens: - drawers are hidden at startup - standard Org speed commands are enabled +** Required Files + +The main work note is =~/org/optus.org=. +The people CRM is =~/org/crm.org=. + +Startup validates =~/org=, =~/org/optus.org=, and =~/org/crm.org=. +If any of them are missing, Emacs still starts, but the workflow warns clearly so the missing file can be fixed deliberately. + * Home Agenda The Home agenda command key is =h= inside =org-agenda= custom commands. @@ -87,6 +95,67 @@ Use this for raw notes that still need sorting or refiling. - content: scheduled =TODO= - metadata: =CAPTURED= property +All capture templates target headings in =~/org/optus.org=. + +* CRM Workflow + +The CRM is a single Org file at =~/org/crm.org=. +Each person is stored as a level-1 heading with this property model: + +#+begin_src org +:PROPERTIES: +:ABBREV: +:ALIASES: +:ROLE: +:TEAM: +:MANAGER: +:RELATIONSHIP: +:ENGAGEMENT: +:SUPPLIER: +:LOCATION: +:CURRENT_FOCUS: +:END: +#+end_src + +The configured relationship completions are: + +- =Peer= +- =Direct Report= +- =Internal Stakeholder= +- =External Stakeholder= +- =Vendor= + +Role, team, relationship, engagement, supplier, and location prompts offer known values with completion. +Relationship also allows new freeform values when needed. +Manager completion is restricted to existing CRM names. + +** CRM Commands + +- =C-c p o= opens =~/org/crm.org= in overview mode +- =C-c p f= finds a person and narrows to that card +- =C-c p a= adds a new CRM card +- =C-c p i= inserts a canonical person name +- =C-c p s= inserts a compact person summary + +Reports are available through these commands: + +- =M-x ss-crm-report-by-role= +- =M-x ss-crm-report-by-team= +- =M-x ss-crm-report-by-manager= +- =M-x ss-crm-report-by-relationship= +- =M-x ss-crm-report-by-engagement= +- =M-x ss-crm-report-by-supplier= +- =M-x ss-crm-report-by-location= + +** CRM Completion + +CRM completion works in text and Org writing buffers through both abbrevs and completion-at-point. + +- CAPF inserts canonical names +- aliases help find the right person +- Marginalia annotations show compact CRM summaries in minibuffer selection +- CRM abbrevs are rebuilt from the current CRM data, and stale CRM abbrevs are cleared before reinstalling them + * Refile Workflow The configuration is built around using Org refile rather than custom routing. @@ -114,6 +183,11 @@ The intended loop is: | =C-c c= | =org-capture= | Open capture | | =C-c a= | =org-agenda= | Open agenda | | =C-c r= | =org-refile= | Refile current entry | +| =C-c p o= | =ss-crm-open= | Open CRM in overview mode | +| =C-c p f= | =ss-crm-find= | Find and focus a CRM card | +| =C-c p a= | =ss-crm-add= | Add a CRM card | +| =C-c p i= | =ss-crm-insert-name= | Insert a canonical CRM name | +| =C-c p s= | =ss-crm-insert-summary= | Insert a compact CRM summary | | =C-c z= | =olivetti-mode= | Toggle focused writing layout | ** Common Org Commands |