Keeptrack keeps your people, follow-ups, pipeline and tasks in a private GitHub repo that you own. These pages tell you how to use it.
| If you want to… | Read |
|---|---|
| Set up your board for the first time | Getting started |
| Bring in your clients, tasks and folders from what you use now | Bring in what you have |
| See who to contact today, add people, log messages and calls | People and follow-ups |
| Move people through your stages | Pipeline |
| Link a client’s folders in Google Drive, Dropbox or OneDrive | Client files |
| Set a client north star, projects, and link tasks to a project | Projects and north star |
| Use the task board | Tasks |
| Write a card that someone else can understand and act on | Write a good card |
| Find anything, and move old items out of the way | Search and archive |
| Ask Claude, Codex, Cursor or ChatGPT to help you | AI assistants |
| Set up, monitor or pause routines across boards, mailboxes and users | Schedules and shared boards |
| Review changes that agents and routines suggest before they reach the board | Review Inbox |
| Enable per-board widgets in this browser | Board widgets |
| Choose where your assistant runs (Cowork, your computer, the cloud, your phone) and set it up | Where your assistant runs |
| Know where your data is and who can see it | Privacy and security |
| Fix a problem | Questions and problems |
| Check or repair board data | Repair a board |
In the web board, click ❓ at the top for a short version of these pages.