keeptrack

People and follow-ups

Today

Today is the first page. It combines people to contact with overdue and due tasks, according to the board sections you have enabled. People appear in these groups:

• Overdue: the next-step date is in the past.
• Today: the next-step date is today.
• Next 7 days.
• No next step: an open person with no date. Give each one a next step, so that nobody is forgotten.
• Gone quiet: no contact for 30 days.
• Tasks due (if you use tasks).

People at the stages Won and Lost are not shown on Today.

Click a person to open their card.

Prep for call

On a board with more than one member, Today has a Prep for call tile. Select it, then select the person you have a call with. The board makes a short brief from its own data. It uses no AI and sends nothing anywhere. The brief has these groups, and each card shows in one group only:

• Goals: open cards with the label goal or a title that starts with “Goal”.
• To discuss: open cards such as “Discuss pricing with Sam”: a word like discuss, agree, decide, ask, check or review, then “with” and a name. The name must be one of you, and the card must belong to the other person or to nobody. A short name matches when its first two letters match the member’s name or login (Ollie matches Oliver).
• Waiting on one of you, Overdue or stuck, Asked of each other this week (comments from the last 7 days where one of you mentions the other), Shared cards (assigned to both of you, not in Backlog) and Done in the last 7 days.
• The number of items in the Review Inbox.

Copy brief copies the brief as text. Copy for AI adds a prompt that asks Claude, Codex or ChatGPT to make a short agenda from it. The board remembers the last person you selected, in this browser only.

Add a person

Click Add… to open the form. Name is required; company, role, email, phone and LinkedIn are optional. After the person is added, their card opens so you can add a stage, next step, notes or anything else.

For a one-line shortcut, type **Name

Company

Role

Email** in the add box and press Enter.

A person’s card

• Name and stage at the top.
• Next step and its date. Use Today, Tomorrow or +1 week to set the date quickly, or × on the date for no date. Always give a date: Today uses it.
• Client, role, value, source and GitHub in the same list.
• Emails and Phones: as many as you need, each with a label. Click + Add email or + Add phone. The mail and phone icons write an email or call.
• Contact log: each message, email, call and meeting.
• Notes, Tasks, Links and the company’s Files.
• History: who changed what, and when.

Each field saves on its own when you leave it. There is no Save button.

Log a contact

1. In Contact log, write what you sent or talked about.
2. Select the channel: LinkedIn, Email, Call, Meeting or Note.
3. Click Log it.

When you log a contact for a person at the first stage (New), the person moves to Contacted.

Drafts

A draft is a message that you have not sent yet. It does not count as contact.

1. Paste the draft into the contact log and select Draft (not sent yet). AI assistants log their drafts in the same way.
2. Click 📋 Copy on the draft and paste it into LinkedIn or your email.
3. Send it yourself.
4. Click Mark sent. Type the date for the follow-up, or leave it empty.

Copy for AI

🤖 Copy for AI at the top of a card (also in its ⋯ menu) copies the person, their stage, their next step and their recent contact log. Paste it into Claude, ChatGPT or another assistant and ask for a message. See AI assistants.

Search

People lists everyone. Search by name, company, notes or next step, or select a stage.

Delete a person

Open the ⋯ (More actions) menu at the top of the card, select Delete person and confirm the warning. Use the Undo button, Ctrl+Z on Windows/Linux, or ⌘Z on a Mac if you change your mind during the same board session. See Privacy and security for what stays in the repo history.

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