I am starting to use IQ in a way that there are many items that I would like to have under multiple parents. However this is the one area where for something like CRM a regular less flexible program excels (though they have so many other limitations) and I would like to know if anyone has developed ways to streamline or automate the process in IQ. Example scenario - in a CRM program you might have a breakdown where you click on "Account ABC Corp" and see the following things related to that account:

 

With a typical CRM program in the scenario above, I might assign Task 1 for Account Contact, John Smith for Account Project, Build Office Space. In that scenario the task would then automatically appear under:

Account Project Office Build-out Tasks

Account Contacts John Smith Tasks

Account Tasks

 

And of course the task would also show up under the main Activities view of the program where you see all your tasks across all projects.

 

So in the scenario above in IQ the task would be under all 3 parents. (PLEASE SEE ATTACHED SCREENSHOT). But I don't find it efficient to manually be doing that all the time. Of course instead of using multiple parents I could give up the outline view, but that always seems to come with it's own limitations.

So....I am sure I am not the only one doing this type of thing with IQ and I'd like to know how other users have streamlined this process and what recommendations you have.

 

Thanks in advance.