I’ve been an OmniFocus user for many years, and my structure worked really well when I was an individual contributor. I was working with ~12 clients very closely on a regular basis and had folders, projects, and single-action lists set up for each. However, I was recently promoted to director of a customer success team, and I am now accountable for just under 100 clients with three (soon to be five) direct reports that each manage a group of accounts, in addition to a few accounts that I manage myself.
I’m struggling with how to track follow-up actions that I need to take for a specific client or things I need to check in on with one of my directs. For some, there might be an actual project underway; for others, my team is just managing the ongoing relationship and any issues that arise. I’m leaning toward tags for all clients with projects and/or single-action lists set up for those that I’m actively involved in, but 100 tags for each client seems like a lot. Anyone have a system that works well for managing something similar? I’m just concerned that if I don’t use something structured and I need to check on a status for a specific client, I’ll end up losing something.