Distinguish meetings and messages
Record dated contact with a person and retrieve earlier conversations.
- Choose the communication type that describes the actual contact.
- Use the type colour as a visual aid rather than relying on colour alone.
- Add enough notes to understand the next action when returning later.
Example
A meeting and a later email may belong to the same person but are separate events. Give each its actual date and communication type.
Check the result: Add enough notes to understand the next action when returning later.