Notebooks

Every job has a notebook of pages. A new page can start blank or from a template such as Meeting notes, Call notes, Client brief or Week plan, and any page can be saved as a template of your own.

Pages are grouped by date, carry tags you type with a hash sign, and flip with the left and right arrow keys. The search box finds words in titles, text and tags, and Notebooks in the menu searches every job at once.

Meeting and call pages have a Follow-ups list, and the button beside it turns the open ones into tasks.

Client details go in the Clients tab.

Ideas

Each responsibility has its own set of ideas written for that kind of work. On the Ideas tab, and on the spark for today, Make it a task turns an idea into a task, Save keeps it for later, and Not for me takes it out of your suggestions.