Write up a 1-to-1

The Notes tab of an advisor’s dossier is their coaching file: one entry per conversation, kept in your own columns, with the files from that meeting attached to it.

The advisor reads this file. The empty state says so before you write the first line, and every entry you save sends them a bell, plus a Telegram ping if they’ve connected it. Write it as something they’ll open.

Note

Anything you want kept away from the advisor belongs somewhere else. The coaching file is shared with the person it’s about.

Write an entry

Open the advisor in Team CRM and stay on Notes. An advisor with nothing on record opens straight into the form.

1. Press New entry.
2. Set Date to the day the conversation happened.
3. Fill in Topics, Action Plan and Remarks.
4. Press Attach files, or paste or drop a screenshot into the form.
5. Press Save entry.

Topics, Action Plan and Remarks are the three columns you start with. At least one of them has to carry something, or the save answers Nothing to save. An emptied date answers Pick a date.

Attachments are images and PDFs, up to 15MB a file. Anything else is turned away with the reason before it uploads. Open the info mark beside Attach files for the paste and drop shortcut.

Half-typed entries are kept. Close the tab mid-sentence, come back to that advisor, and the composer reopens with your words in it.

Rename the columns

The three columns are yours. View: List in the top right opens the menu that holds them.

To change the set:

1. Press View: List.
2. Choose Edit columns.
3. Rename, reorder or remove a column, or type a name and press Add column.
4. Press Save columns.

A column name is 1 to 40 characters, and a blank one blocks the save with Every column needs a name. Open the info mark beside the editor’s heading for what renaming and removing do to text already written.

Your columns are yours alone. A co-manager writing into the same advisor’s file keeps their own set, and their entries are drawn through their columns rather than yours, so nothing they wrote goes missing on your screen.

Read the file three ways

The same menu switches the layout, and your choice sticks for every advisor you open.

List is a card per meeting, and the only one that’s honest on a phone. Spreadsheet is columns across with a live blank row at the bottom, so the next meeting is typed straight into the sheet. Document puts the dates down the left and one meeting on the right.

Download CSV in the same menu saves what’s on screen, search included.

Search this file… in the toolbar matches every column, the author and the date, in either the 2026-09-14 or the 14 Sep 2026 spelling.

Turn what you agreed into tasks

Saving an entry sends it to be read for anything the advisor agreed to do. What comes back is a proposal, never an assignment.

1. Save the entry.
2. Read the list headed N tasks for <name>.
3. Untick anything that isn’t theirs.
4. Press Assign N to <name>, or Not now.

Everything starts ticked. Assigned tasks land on the advisor’s own board and in your Coaching: <name> project; open the info mark beside the proposal heading to see that written out.

Chase what you assigned

Assigned to <name> sits above the entries once there’s anything open, with the count of what isn’t done. It lists the first 6, and the link under it opens the Tasks tab, which holds the rest.

The nudge button at the end of a row prods them: a bell, plus a Telegram ping if they’ve connected it. The same person can only be nudged about the same task once every few hours, and a second press answers Already nudged <name> in the last few hours.

FAQ

Can I edit an entry a co-manager wrote?

No. Edit entry and Delete entry are drawn on your own entries only. Theirs are readable and nothing more.

Does the advisor get told when I attach a file?

Yes, when the files go onto an entry that already exists. Files staged with a new entry ride along with that entry’s own ping, so it’s one bell rather than two.

I pasted a screenshot and it said it needs an entry to land on.

Pasting onto the file aims at an entry of yours: the one on screen in Document, or your newest in the other two. With none of yours to hit, open New entry and paste there instead.

Where did my search results go?

A search with no hits says so. An empty file says something different, so the two can’t be confused.