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Live preview with the template's sample data. Clone it to edit your own copy.
Capture notes from customer and user meetings with attendees, action items, tags, and a sentiment rating. Triage follow-ups on a status Kanban, browse a meeting Calendar, and chart meetings by type. Pairs with a form view for quick capture on your phone. It ships with 9 columns, 9 sample rows, and 4 views (Grid, Kanban, Calendar, Chart). Clone it to your workspace and start editing. Every column, option, and sample row comes with it.
Switch between Grid, Kanban, Calendar, Chart views at any time, add your own rows, or open the built-in form view to collect entries from a shareable link.
Options: Discovery, Demo, Onboarding, Support, Check-in, Sales call
Options: New, Following up, Waiting on them, Done
Options: Bug, Feature request, Praise, Pricing, Churn risk, Question
Star rating
Comes with 9 sample rows, including Dana Lopez: onboarding call, Marcus Webb: feature feedback, Priya Nair: product demo, Tom Reilly: churn risk check-in, Ana Costa: support call, Sam Park: sales call, Owen Diaz: discovery, Lena Frost: onboarding, Chris Bauer: check-in.