The application is re-inventing the wheel. Please look at any decent
CRM system such as SugarCRM or Odoo or Dollibar or similar. Please
notice that each of those systems have collaboration in first place
and they focus on people who are sorted in groups or lists usually
called "accounts".
Notes are related to people, accounts, opportunities, or other
relational objects. Tasks are related to people, accounts,
opportunities, and so on.
A type of a note could be call, SMS sent, received, note could be a
task, and yes you can and should mix all the different types inside.
In my opinion best is to make the main table to be anything, of any
type as that way you can just add a new type and continue with
development. An entry in the same table could be a note, but also
task, but also reminder or calendar. And why not make it a hyperlink
to directory, DJVU file, PDF file, specific page in PDF file, EPUB,
"Follow-Up" related to person, assigned task related to person Joe
while assigned to person Jane, task assigned to group of people
encompassing Joe and Jane and relate to company ABC LIMITED or
Markdown, or plain text, or spreadsheet, allow uploading of files if
you have not done so previously, a message ID that user can click, a
video, or video to be played with specific times, or encrypted
password, or the annoted WWW hyperlink, or online video, etc.
I can suggest to learn from other similar systems:
Monica - Personal Relationship Manager
https://github.com/monicahq/monica
Joplin
https://joplinapp.org/
Turtleapp note taking application
https://turtlapp.com/download/
TiddlyWiki - note taking in a browser
https://tiddlywiki.com
The PARA Method: A Universal System for Organizing Digital Information
https://fortelabs.co/blog/para/
Org mode - your life in plain text
https://orgmode.org/
Project Xanadu
https://en.wikipedia.org/wiki/Project_Xanadu
Semantic Synchrony
https://github.com/synchrony/smsn
Cherrytree - hierarchical note taking application with rich text and syntax highlighting
https://www.giuspen.com/cherrytree/
Hypothes.is Annotate the web, with anyone, anywhere.
https://web.hypothes.is/
Doug Engelbart Institute - Boosting mankind's capability for coping with complex, urgent problems
https://www.dougengelbart.org/
Draft OHS-Project Plan
https://web.archive.org/web/20070704185333/http://www.bootst...