Five things it does with your calls and emails, each shown as it happens, on the work of one client opening a new clinic.
A 45-minute call becomes five changes, each on the work it belongs to. The small talk is left out.
Priya02:10How was your weekend?
Priya04:12We need a photographer for the opening.1
Dan11:30Let's push the signage to the 14th.2
You15:02Sounds good, I'll have a look at the options.
Priya19:05Can I see the flyer proof by Thursday?3
Dan27:40The landlord still has to approve the signs.4
Priya38:20Always copy in the bookings team on anything for the clinic.5
Priya44:51Lovely, talk next week!
An email weeks later, in different words, finds the card it is about.
Three weeks after the email that started the job, and it never says which one.
The same update a second time finds its card, sees it is already there, and leaves the card as it is.
A flyer for the new clinic's opening week, 2,000 copies. The offer: 20% off the first check-up.
Say something twice, and it becomes a step on every card like it.
The update is written from the board, and you send it from your own email.
Hi Priya, here's where the opening stands.
Done: the floor plan for the window signs, and the autumn newsletter.
In progress: the opening week flyer. The proof is with you.
Waiting on: the landlord's approval for the new signs.
Next: booking the photographer by Friday.
Everything, with a line for each call or email and an Undo beside it. Or only notes and steps. Or nothing until you have looked.
A card marks what changed since you last opened it, and a card nicefig made says so, with "Not a task?" to remove it.
When an email or a call says a job is done, a bar at the top of the board asks. One tap marks it done.
Once a day, at most, the cards left alone for three weeks come up, each with "Done" and "Not doing anymore".
Ask anything across your calls, emails and notes, and it looks through the board to answer, with where each part came from.
Share a single card by a link that stops working after seven days: its title, description, checklist, deadline and column. Its notes and sources stay with you.
Connect your recorder or forward last week's call notes, then the email that followed it. A card at the start, nothing charged until the month is up.