Created
Nov 29, 2019 9:31 AM
Tags
Personal Relationship Management
๐ค What this is
click the black triangles to see more detail
โฃ
- ๐ฅ Just who matters: Your most important people, in one place
- ๐๏ธ When it counts: Reminders to call, write or meet up
- ๐ค 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...)
โฃ
- ๐ฏ Set goals - a minimum frequency to connect
- ๐ฉ See who you're overdue with *
- ๐จ Set reminders - ๐ birthday cards, ๐ฝ๏ธ dinners, etc.
- ๐จโ๐ฉโ๐ฆ Keep notes of friends' family names
- ๐คธ Add tags for interests - eg.โท๏ธ skiers and โ ๏ธ poker players
- ๐ป Give friends an emoji, because why wouldn't you
โฃ
- 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
โฃ
- 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)
โฃ
- 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("๐ฏ Goal") == "Weekly", 7, if(prop("๐ฏ Goal") == "Monthly", 28, if(prop("๐ฏ Goal") == "Quarterly", 90, if(prop("๐ฏ Goal") == "Half-Year", 180, if(prop("๐ฏ 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("๐ฏ Goal") == "Weekly", 7, if(prop("๐ฏ Goal") == "Bi-monthly", 60, if(prop("๐ฏ Goal") == "Monthly", 28, if(prop("๐ฏ Goal") == "Quarterly", 90, if(prop("๐ฏ Goal") == "Half-Year", 180, if(prop("๐ฏ Goal") == "Annually", 365, 999999))))))๐๏ธ How to get it
๐ญ 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)" ๐ to see the contacts list in different formats and with filters โฌ๏ธ
| Name | ๐ฏ Goal | ๐ฉ Overdue | <-- Last | Next --> | ๐จ Action | Shared Event |
|---|---|---|---|---|---|---|
Weekly | January 21, 2019 | January 29, 2019 | Return his camera next time! | |||
Weekly | January 21, 2019 | February 5, 2020 | ||||
Monthly | February 2, 2019 | |||||
Quarterly | November 5, 2018 | |||||
Quarterly | December 19, 2018 | Arrange dinner @April 10, 2019 8:00 AM (GMT) | ||||
Half-Year | January 28, 2019 | February 8, 2019 | ||||
Annually | December 4, 2018 | June 27, 2019 | Share case study | |||
Open "Trip to S. Africa" ๐ to see how you can keep notes and files inside the table โฌ๏ธ
| Name | Date(s) | People | Files |
|---|---|---|---|
April 8, 2019 โ April 28, 2019 | |||
January 21, 2019 |