Created
Nov 29, 2019 9:31 AM
Tags
Personal Relationship Management
🤔 What this is
click the black triangles to see more detail
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- 👥 Just who matters: Your most important people, in one place
- 🗓️ When it counts: Reminders to call, write or meet up
- 🤟 To grow closer: Keep the habit of staying in touch
- Made in Notion: An app you can run your life with (and make pages like this with...)
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- 🎯 Set goals - a minimum frequency to connect
- 🚩 See who you're overdue with *
- 🔨 Set reminders - 🎉 birthday cards, 🍽️ dinners, etc.
- 👨👩👦 Keep notes of friends' family names
- 🤸 Add tags for interests - eg.⛷️ skiers and ♠️ poker players
- 🌻 Give friends an emoji, because why wouldn't you
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- Create your own views - format, filters and sorting. These are just examples...
All - Detailedshow everyone, in a table format with most of the fields usedAll - Simpleshows everyone, in a table format with fewer fields for easier readingGet Infoshows who you're missing information for, e.g. birthday and addressGet In Touchshows who you're overdue with, in a kanban formatBirthdaysshows upcoming birthdays, in a calendar formatActionsshows who you've set yourself reminders about, in a gallery formatPoker Playersshows a simple list of people filtered by having Poker as an interestInterview Candidatesshows a kanban board of current / past interviewees
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- Each record in the database appears as a row in the
Alltables - The data (columns) in each record is shown when you open a record
- Open a record by hovering over a name and clicking the OPEN button that appears (or just click the name on mobile)
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- The tables sync automatically
- In the People table, click a cell in the Shared Event column and you can tag someone to an event
- ...which will then add that person to the People column in the Events table
- This also works the other way around - click first in the People column of the Events table...
* If you change the Goal field, you can adjust the formula in the Deadline field so that it works with your new option. Open a record in the database and update the current formula:
if(prop("🎯 Goal") == "Weekly", 7, if(prop("🎯 Goal") == "Monthly", 28, if(prop("🎯 Goal") == "Quarterly", 90, if(prop("🎯 Goal") == "Half-Year", 180, if(prop("🎯 Goal") == "Annually", 365, 999999)))))For example, if you want to add a "Bi-monthly" you would replicate the logic used with the other options:
if(prop("🎯 Goal") == "Weekly", 7, if(prop("🎯 Goal") == "Bi-monthly", 60, if(prop("🎯 Goal") == "Monthly", 28, if(prop("🎯 Goal") == "Quarterly", 90, if(prop("🎯 Goal") == "Half-Year", 180, if(prop("🎯 Goal") == "Annually", 365, 999999))))))🖐️ How to get it
💭 Why I did it
Remembering to get in touch is different to responding to a text or post on social
(and maybe a doc is as good as an app)
Click "All - Simple (Table)" 👇 to see the contacts list in different formats and with filters ⬆️
| Name | 🎯 Goal | 🚩 Overdue | <-- Last | Next --> | 🔨 Action | Shared Event |
|---|---|---|---|---|---|---|
Fil | Weekly | January 21, 2019 | January 29, 2019 | Return his camera next time! | ||
Louise | Weekly | January 21, 2019 | February 5, 2020 | |||
Ann | Monthly | February 2, 2019 | ||||
Tim | Quarterly | November 5, 2018 | ||||
Andy | Quarterly | December 19, 2018 | Arrange dinner @April 10, 2019 8:00 AM (GMT) | |||
Simone | Half-Year | January 28, 2019 | February 8, 2019 | |||
James | Annually | December 4, 2018 | June 27, 2019 | Share case study | ||
Carl |
Open "Trip to S. Africa" 👇 to see how you can keep notes and files inside the table ⬆️
| Name | Date(s) | People | Files |
|---|---|---|---|
Trip to S. Africa (2019) | April 8, 2019 → April 28, 2019 | ||
Comedy night (Jan 2019) | January 21, 2019 |