Feature
Capture context in the moment—linked to people and projects.
Notes and “we met on…” in one place.
Note and Interaction entities with foreign keys.
Notes attach to people or projects with tags. Log interactions with dates and summaries so follow-ups are evidence-based.
Attach notes to people or projects. Log calls and meetings with a date so the next follow-up is grounded.
Notes attach to Person and/or Project with typed tags. Interactions are dated events with summary text, feeding timeline queries and search.
Notes & interactions — screenshot coming soon
Notes & interactions — screenshot coming soon
Notes & interactions — screenshot coming soon
Why it matters Why it matters Data model & behavior
- Tags like Risk, Opportunity, Insight, Follow-up
- Interaction log with person and date
- Rich note editing where supported
- Tags for follow-ups and risks
- Interaction log per person
- Rich text where the OS allows
- Optional rich text where platform allows
- Interaction.personId + occurredAt indexed for timeline sort
- Tags stored as structured enums or strings per build
How teams use it In practice Implementation notes
Notes are for durable context; interactions are for “what happened last time?”
Linking to entities keeps search and timelines coherent.
Notes hold the story; interactions answer “what happened last time?”
Links keep search and timelines tidy.
Both types participate in unified search indexing.
Deletion cascades handled in the local model.