Available views

Available Views

• Active Leads - All entries where status is not "closed" or "expired"
• Requires Action - (status === "prospect" || "requires action" = true) && status !== "expired"
• Priorities - All entries where "priority" has been checked
• All jobs - All entries
• Boards by Status - Kanban board view
• Last Contact Calendar - Calendar view

Adding a New Entry

1. Click on the blue new button at the top right of the tracker.
2. Fill in any relevant fields.
3. Add additional notes at the bottom if needed. (For example, copy/paste the job listing for reference. As you move forward in the interview process, this is also a great place to take notes on interviews you've had.)

(There's no save button, new entries are automatically saved.)

Adding a new entry

<aside> 👇 Tips:

• Hover over any individual row to see the Open button next to the company name, for an expanded view with more details.
• The Requires Follow-Up column will show a ❗️if your last contact was over two weeks ago. You can adjust the settings by clicking on the column header and then clicking Edit Formula. Replace 14 with the number of days you'd like to wait before following up.
• The Notion web clipper is a useful way to quickly capture information from a job listing! I like to start by saving a job listing to my database using the web clipper, and then going into the entry to add details

</aside>

<aside> 💜 Once you've duplicated the template, it's yours to do with as you please! Customize it for your own needs - delete fields you don't need, or add ones that are missing!

If you think there are ways this template should be improved, or have questions about how to use it, feel free to reach out!

• caitlinfloyd.com/contact </aside>