There are many different ways to manage work related data.

If the data is number centric then Microsoft Excel or LibreOffice Calc will do the job.

If the data is mostly charts then the programs above will work and new ones like Microsoft PowerBI are made for creating and disseminating Dashboards for coworkers to view.

In my case, managing assigned tickets and categorizing the types of work that need to be performed, is the type of data I most often work with.

Over the last 10 years, I have worked with this data both in its original applications (i.e. ManageNow, RemedyForce, ServiceNow) and have replicated the crucial information over to other program for quicker viewing and querying.

These local programs I used, in order, are: 1) Red Notebook (a daily journal), 2) CherryTree (a hierarchical tree with textual nodes, also a daily journal), 3) ToDoList (a todo and project task management tool with all sorts of view / charts), 4) Zim Wiki (both a journaling app and a traditional Wiki with plugins for managing Tasks) and 5) TiddlyWiki (a self contained web app that is highly customizable for a wide variety of use cases). Red Notebook was very simplistic and I did not use it long.

CherryTree – A tree list containing user named items or dates with associated rich text notes

ToToList – a task management program capable of tracking large projects

I used this one several years ago. This is just the sample data users see after the installation. The Kanban and Word Cloud views make for interesting searching.

Here are some work related tasks.

Using a Kanban board is easy. Items can be list and updated by any attribute or field.

For my needs, viewing tasks by Word Cloud was also helpful.

Zim Wiki – local PC Wiki that can store pages based on journal dates or any names you choose

Show items by date

Show items by Tasks list

TiddlyWiki – a quine or self-contained single page web app that uses HTML, CSS and Javascript

For the past two years I have kept my workflow in TiddlyWiki. Starting with one item or tiddler:

Create a list based on tags and display it.

Create a list of lists

Another list of lists with a Kanban board.

A list of lists filtered with buttons at the top (like a table of contents).

A summary count by tags (categories) with a preview of one list by holding the Shift key while Mousing over the item.

For now, I am sticking for TiddlyWiki as it is the most customizable option and I have put a lot of time into it. Many users will be able to manage their tasks with either Zim Wiki or TodoList. For projects that are time and resource heavy, TodoList is the best choice. For users with a lot of clients or documents to maintain and not detailed Todo items, Zim Wiki will easily get the job done.

By Michael Todd

An IT Professional with over 30 years of experience with PC setup & troubleshooting, programming, consulting and the use of the most popular business applications. This is all about making the technology do the most for you, so you have more time to enjoy life.

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