Capture context in the moment—linked to people and projects.
Notes attach to people or projects with tags. Log interactions with dates and summaries so follow-ups are evidence-based.
Why it matters
- Tags like Risk, Opportunity, Insight, Follow-up
- Interaction log with person and date
- Lightweight capture aligned to real conversations
How teams use it
Notes are for durable context; interactions are for “what happened last time?”
Linking to entities keeps search and timelines coherent.
Fast capture matters: start with a line; polish when you have time.