Log an interaction in under a minute

Write for the next reader

Capture the signal rather than a transcript: what changed, what was asked, what was committed, and what happens next.

Connect the context

Link every relevant stakeholder and issue.

1. 1Choose the interaction type and date.
2. 2Write a one-sentence summary.
3. 3Record discussion, ask, outcome, and next action when applicable.
4. 4Set the next-action date.
5. 5Link contacts and issues, then save.

Common mistake

A next action without an owner or date is difficult to operate. Use a specific verb and a real due date.