🗂 Meeting Notes 📝

This is where you write down everything from each meeting.

How to use:

1. Click New
2. Add a clear Title like “Client Kickoff – Alpha Corp”
3. Set the Date of the meeting
4. Choose the Type (e.g. Internal, Client, 1-on-1)
5. Link relevant Attendees (connects to the People database)
6. Link the related Project if applicable
7. Write a short Summary (what was discussed or decided)
8. Add your full Notes below
9. List any Action Items (bulleted next steps or decisions)
10. Optionally tag the meeting with relevant Tags (e.g. Follow-up, Planning)

Why it matters:

This gives you a searchable history of every conversation — organized by project, people, and purpose.

👥 People 🧑‍🤝‍🧑

This keeps track of everyone you meet with.

How to use:

1. Click New