Comments on: Sorting my workflow out

By: Brandon

Brandon — Fri, 21 Jul 2006 04:34:37 +0000

I’d pay for something like this – it’s the one major thing that Basecamp lacks (and apparently refuses to add). If there was a way to integrate it all I’d be very happy camper.

By: Jamie

Jamie — Fri, 21 Jul 2006 00:04:23 +0000

Regarding EE and the SAEF - as colly says you can use the plugin/module/helper thingy to allow you to edit entries from the frontend.

It doesn’t allow you to delete them but you can simply set up a status for ‘delete’ or whatever where entries aren’t shown and then periodically login to the backend and delete all entries of that status.

By: Karen

Karen — Thu, 20 Jul 2006 18:30:46 +0000

I’ve been looking for something similar myself this week but I also want to be able to track potential leads/people I’ve quoted for. I guess more of a CRM system but without the bloat. All I’ve found so found is SugarCRM which promptly crashed my dev server when I installed it … D’oh!

By: Pierre Canthelou

Pierre Canthelou — Thu, 20 Jul 2006 16:35:21 +0000

Hi Mark,

I was also very impressed by Basecamp but I realy don’t wanted to pay so I build my own, one including the billing process, earning calculations (like per hour per project...), calculating taxes etc…

I let it down for a while and finaly make some pen & paper models looking like forms to be filled : they are quit useful because they can lay under the keyboard. I use my own app at the end to track back all what I’ve written.

The process is not yet realy effective because when I have lot’s of work, I forget to note or track my actions, but it’s probably a personnal problem :)

http://www.cmatoile.com/2006/07/20/pen-paper-work-helpers/
http://www.cmatoile.com/2006/07/17/work-in-progress/

By: the Brightside

the Brightside — Thu, 20 Jul 2006 02:14:18 +0000

…and if it isn’t too much trouble, perhaps you’d consider releasing it as an EE module?

By: Mark Boulton

Mark Boulton — Wed, 19 Jul 2006 23:54:24 +0000

Already done Phil, already done! :)

By: Phil

Phil — Wed, 19 Jul 2006 23:37:56 +0000

Make sure you book in some time to not work this weekend.

By: The Wife

The Wife — Wed, 19 Jul 2006 22:17:40 +0000

I think you need a virtual wife to sort all of this out for you… any takers? ;0)

By: Mark Boulton

Mark Boulton — Wed, 19 Jul 2006 21:51:56 +0000

I just knew there would be a way of doing it with EE. There generally always is, right Colly? ;)

By: Jason Santa Maria

Jason Santa Maria — Wed, 19 Jul 2006 21:50:05 +0000

Well, I’m almost two years on in the use of my invoice tracker, and it’s still working great for my needs. My requirements were a bit different than yours. Since I work with a lot of agencies, I do less estimating. I mainly just needed something to easily allow me to track invoices, paid and unpaid, along with some job info like client name, number, job number.

I also extended mine to take the amount paid and figure out what I owe in taxes every quarter automatically. I don’t know how it is in the UK, but someone self-employed in my position usually pays their taxes quarterly, rather than annually. I also have it set up so that I am viewing a master page of all jobs, but clients each have their own individual page of just their jobs (just extending the idea of category archives, where clients are categories).

Anyway, yours looks really sweet, and I’m glad to see I wasn’t alone in needing something very simple. You have different needs than I did, but the motivation is all the same. Huzzah!

By: Colly

Colly — Wed, 19 Jul 2006 21:24:09 +0000

Liking this so far - wish I had time to help…

You can edit using a version of the Stand Alone Entry Form - it’s a bit complex to set up, but once done it is great. We’ve tried and tested it.

You basically put the SAEF inside standard weblog tags, so that the article is available, and then pop the contents into form elements. The helper tool (plugin, module, can’t remember what?) sorts out the formatting and other details.

I’m all over the shop right now, but email me and I’ll find the source for you…