Core workflows
Use Quick log after a conversation
Capture the minimum useful interaction while the signal is fresh.
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Permission: Editors and administrators
Version 1.0 · Last verified 2026-07-15
When to use it
Use the gold Quick log button for a short call, hallway conversation, follow-up email, or commitment that cannot wait for a detailed entry.
Minimum complete record
Include the stakeholder, a clear summary, the relevant issue, and the next action when one exists.