I think the best way of describing what I would like to accomplish is this:
- Let's suppose I own 3 buildings each with 6 apartments.
- I create an inventory grid, listing the buildings and their apartments like this
Building A
   Apt 1
   Apt 2
   ...
Building B
   Apt 1
   Apt 2
   ......
- I want to be able to create a contact in my address book for Joe's Plumber (no pun intended). He would have wikitags of {contractor} and {plumber}
- Then I want to be able to create a contact for Electra the Electrician. She would have wikitags of {contractor} {electrician}
- I create a contact in the address book for each of my tenants.
- Here, I need to link each tenant to the respective apartment for a duration or lease period.
- Two of my tenants call me at 1am and say they are having plumbing problems with the kitchen sink (Building A / Apt 1} and dishwasher {Building A / Apt 2)

 

OK. So then I want to be able to:
~ create two to-dos ... one for each incident - under a Project named "Maintenance"
~ link each todo with the respective tenant and apartment
(to keep track of tenant requests and work done in each apartment since tenants leave)
(however, I may not have to link both, as I think I can do a cross search according to date of the tenant lease)
~ search for {contractor} {plumber} OR {contractor} and filter on {plumber}
~ associate (link) each todo with Joe the Plumber
~ have a "call" todo show up for 9a in my calendar
~ Joe takes the job and I want to follow up with him to make sure it was done and keep track of how much he charged me for each unit.

 

In the future, I want to be able to look at the history and see:
* All the work that was done to each apartment and when.
* All the work Joe (and Electra) performed on each building and apartment (when and how much it cost)
* All the calls I made that day (to whomever I created a "call" todo)

(Perhaps this is all cross-linking and that is where I am having a problem?)

 

In more basic terms:

> How can I create a Project that requires phone calls and people and scanned receipts and scheduling and be able to see that from one place? There are so many situations where a person (Joe the Plumber) will work on more than one task, or maybe a project if I build a new building. And other situations where a task can be a pre-req to more than one Project (i.e., "buy new suit" could be a task for projects "find new job" and "update image")
> If I want to create a project that has a task that has a person to call as part of that task... I want to be able to schedule it, have it show in my calendar at a scheduled time and timer/duration that call.
> Then, when I look at the task, I want to be able to see the person I called and when I look at the person, I want to be able to see the task/call I made to them. I do not necessarily mean the details, but at least a visible, clickable reference. 

 

Sorry this is so long, but if anyone knows how I can accomplish this everyday organization of what to do with whom and when and track it, it would be much appreciated.

 

Thanks!