@-mention support for “People” (identities)

Plugins ideas
62

I use a similar process, but with the addition of a few plugins, I’ve made it much more streamlined.

  • I have a Contacts folder, with sub-folders for various types of contact – a folder for colleagues, external contacts, external organisations, etc.
  • I have a template for each of these folders, with a bunch of things pre-filled – here’s a slightly-redacted version)
  • In my Templater config, I have a folder template set up for each of the folders above
  • I use the “Rapid Notes” plugin to have a prefix for each folder – for example, ce is for Contacts/External, and cw is for Contacts/My company

With all this in place, to create a new contact, I simply hit ctrl/cmd+shift+n, then enter something like cw ControlAltPete to create a new note in the right folder with various bits and bobs pre-filled.

I typically follow this workflow in preparation for meetings (at the start of each day) – I create the note for the session, with placeholder links to the people, then fill them in in a new tab or window. I also do a weekly audit using the Dangling Links plugin to fill in any gaps I missed.