Notes

Notes can attach to a person, a project, or stand alone. Tags such as Risk, Opportunity, Insight, and Follow-up help you filter without rigid folders.

Interactions

Log an interaction with:

• Date
• Person
• Short summary

Interactions power follow-up reminders and “days since last touch” style insights.

Timeline

The timeline merges notes, interactions, and project-related activity in most-recent-first order. Use it before 1:1s or steering meetings to replay what changed.