Creating Entries

Create entries for your management journal

Matt Miner

Quickly and easily add entries to your journal.

Using the Quick-Add Menu

No matter where you are in the application, you can always add an entry by clicking the “Quick Add” button in the top-right corner.

Step 1

Add Entries to a Person

In the details screen of a person, you can quickly add journal entries relevant to that person, automatically associating the note with that person.

Tip: including someone in a note with an ‘@’ symbol will also associate the note with them in search and filtering.

Step 2
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