I use text files with tagging and a simple naming convention to manage my web development projects, my house rentals, car insurance, vacation plans, contacts, and more. Most projects have the same core things to keep track of... analytics, adwords, ad campaigns, webmaster tools, hosting details, etc... I use txt files that are backed up with Dropbox.
I add tags within each file like project-businessName tag-adwords tag-campaign priority-high etc.
I use xplorer2 ( a windows explorer replacement $40 ) to filter by tag and or filename.
Example: Say I want to see all outstanding campaigns for a certain client.... I apply the following filter ( alt+h ) then type +tag-campaigns,+project-businessName . Same works for to do lists.... +priority-high,+project-businessName .
I also use a file name convention for super quick opening of whatever customer file I need.
Example: Say I want to check on a clients adwords situation... I hit alt+h to invoke the filter tool.... type adwords businessName to see the exact file I need.
I use two extra free software apps to speed things up further...
FindandRunRobot - a launcher
Everything ( from voidtools ) - plugs into the above launcher for super fast file opening by name. For example: Say I'm in my browser and want to open up my main file for my client.... I hit alt+space to invoke the launcher tool... then type any part of the file name ... hit enter to open.
I've used wikis before as well as enterprise crm... this is a breath of fresh air!
I add tags within each file like project-businessName tag-adwords tag-campaign priority-high etc.
I use xplorer2 ( a windows explorer replacement $40 ) to filter by tag and or filename.
Example: Say I want to see all outstanding campaigns for a certain client.... I apply the following filter ( alt+h ) then type +tag-campaigns,+project-businessName . Same works for to do lists.... +priority-high,+project-businessName .
I also use a file name convention for super quick opening of whatever customer file I need.
Example: Say I want to check on a clients adwords situation... I hit alt+h to invoke the filter tool.... type adwords businessName to see the exact file I need.
I use two extra free software apps to speed things up further... FindandRunRobot - a launcher Everything ( from voidtools ) - plugs into the above launcher for super fast file opening by name. For example: Say I'm in my browser and want to open up my main file for my client.... I hit alt+space to invoke the launcher tool... then type any part of the file name ... hit enter to open.
I've used wikis before as well as enterprise crm... this is a breath of fresh air!