4 minutes to complete
What to do
- 01
Capture what changed, what is unclear, and what needs a decision.
- 02
Link the note to the active relationship, deal, or task it informs.
- 03
Create a task for any decision that cannot be resolved in the moment.
Open the right place in Signum
If you get stuck
- Do not transcribe a conversation. Keep the decision, signal, and next move.
- Review uncategorised or stale notes during a weekly cleanup rather than letting them accumulate.