Hello again,
I have been trying to move forward on this meeting concept, and as I move along in Coda with my plan to bring my team into Coda with as much activity as possible, I realized that I actually have a need to be able to add any “action item” I am tracking in a row into the meeting in question. Ideally I’d also like to be able to create an action item of any sort while in the meeting. This is challenging me, as I’d like to have the meeting note reference the action item in question, however if I plan to have available all my items from Coda, would that not mean that I’d need in theory a lookup that could get at all the tables I’m using? If I use the “@mention” to bring in item links, I’ll lose the reciprocal link back to the original row, since @mentions don’t auto link back to the source.
We used Jira a lot, and in Jira you could link any issue from any project to any other, and maintain reciprocal links. So I think in essence I’m hoping to set that up in Coda, if possible. The main thing I’m trying to gain here, which would be unique among any project management apps I’ve ever seen, is to both 1) take a meeting note as a unique record of data, a row in this case, and 2) note all the discussion/action points from the meeting straight in the issue in question via a subtable in Coda that includes those issues in rows, and automatically picking up the reference to the meeting, which is the originating row. My point with selecting the items across coda with a button was to try to get the items into the meeting for discussion in the first place.
Hope that makes sense, and eager for any advice out there to try to get this accomplished, thanks!