Personal Relationship Manager

A Notion template made by @ukcharlietaylor

🤔 What this is

click the black triangles to see more detail

* 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

The all-in-one workspace for your notes, tasks, wikis, and databases - Notion

Get $10 in credit on sign up

www.notion.so

Copy a Notion Template | Notion Pages ⚡️

First question after seeing all the amazing templates on Notion Pages is always, how do I copy one of these directly into my Notion? Unfortunately it's not yet that easy. Here's a workaround that makes it possible some of the time.

notionpages.com

💭 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)

Using Notion as a personal CRM - Charlie Taylor - Medium

Because a good memory and a contacts app aren't enough ⏱ tl; dr I wanted a way of nudging myself to stay in contact with friends more often. Not because I needed the motivation or because it's difficult to do, but because life's busy and time passes quickly.

medium.com

Click "All - Simple (Table)" 👇 to see the contacts list in different formats and with filters ⬆️

Open "Trip to S. Africa" 👇 to see how you can keep notes and files inside the table ⬆️