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Notes: what gets written fast and does not get lost

Not everything you write is a formal document. Notes are for what is written in the moment — an idea, a number from a call, a reminder — and they stay attached to their context instead of ending on a desk sticky.

Steps

  1. Create a quick note during the call or the meeting.
  2. Attach it to the client, project or task it concerns.
  3. Review your notes at the end of the day and turn whatever deserves follow-up into a task with an owner and a date.

Worth knowing

  • A note you never review is worthless. Make reviewing them the last five minutes of your day.
  • Write during the call, not after it. Half of what is postponed to after hang-up is forgotten.

The module this belongs to: Explore Notes

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