Reply to Sorry for the delay, how about this solutions: / #2219

No problem, I just didn't want to let the issue be forgotten! ;)

Problem with your suggestion is, I cannot filter for persons (e.g. clients). If I'm preparing for a meeting with my client, I wanted to see, what we discussed the last days/weeks/months/... I would like to see a connection between persons and notices. So I can also assign a team member to specific conversations: The result of a phone call can be interesting for a team member, so I can assign the notice also on that team member. So I'd like to stay with the "task-solution", we discussed earlier. If your described "note" is a sub-categorie of "task", I'm convinced! Then I can assign this client to that task!

but I would also change your step 3, because it should also contain the possibility to add a new project:
  1. renders a small form similar to taskEditDescription() with following fields:
    • Drop-Down of open projects:
      • default should be project last $auth->cur_user has last been working on (is this default necessary?)
      • projects with PersonXYZ as team member should be preferred
      • one field should be "new project ..." => onChange to this value reveals inputfields
        • title of new project
        • short of new project?
        • drop-down list company with default company PersonXYZ is assigned to
        • ... more information on that stage? I still can edit that project later on!
    • Inputfield Title with default content like "Note on PersonXYZ, 2006-10-26 on..."
    • Text area on description
    • form option checkbox (like create another...): "Book effort after submit"
    • the note should also automatically be assigned to cur_user
last/not least I would change other views as well:
  1. add "see notes" to personView => lists all "notes", which that person is assigned to with possibility to expand view (like the new Show effort description)
  2. show notes an "my tasks"-page => I can assign a phone call to a person, which is not at the office at present
  3. add a list of last notes on the Extended home view for project manager