Timekeeper

Plans and templates

A plan is a template anchored to your dates. Every milestone in the template computes to a real deadline, with reminders before it. Timekeeper is available on plans that include timekeeping.

The Timekeeper screen lists your active plans. Each row shows the contact, the template, an overdue badge, the next step and when it is due, and progress: how many milestones are done out of the total.

The Today queue you may have seen is Timekeeper's daily work list. See Today.

Apply a plan

Click Start Tracking and a 3-step wizard opens:

1. Pick a template. Preset and custom templates show their milestone counts. If none fit, create one in Settings.
2. Pick the contact. The search looks through your CRM contacts as you type.
3. Fill the anchor dates. The first anchor is required. The rest are optional.

Work your plan

The plan detail shows a timeline of every milestone with a state badge and a priority. States are pending, done, overdue, snoozed, and skipped.

Each milestone offers Complete, Snooze, and Skip. Snooze moves it 1 day, 3 days, or a custom time. Anything done or skipped can be Reopened.

Re-anchor moves the whole plan to new dates. You see a live preview of what changes before you confirm. Cancel Plan stops the plan.

Build a template

Templates live under Settings, then Timekeeper. Preset templates come from the platform and are read-only. Duplicate one to customize it. Custom templates you can create, edit, duplicate, and delete.

In the template editor, give the template a name and define its anchors. Anchors are your key dates, like a contract date or a closing day.

Then define milestones. Each milestone has:

• A label.
• An anchor it hangs off.
• An offset in days, from a year before its anchor to two years after, with a plain hint such as "7 days before".
• A priority.
• An optional "creates task" switch.
• A reminder ladder built from tokens such as "7 days before", "on the day", and "1 day after".
• Channels. In-app is always on. Email, SMS, and WhatsApp appear where your plan includes them.

A milestone can also use a saved message template.

Message templates

Message templates also live under Settings, then Timekeeper, on the Messages tab. Create one per channel. Email templates include a subject line.

Personalize each template with merge fields: first name, last name, full name, email, phone, company, key date, and step name.

The daily brief

A short daily brief keeps you on top of what is due, so the plan stays a rhythm instead of a chore.

Reminders go out per the ladder each milestone sets. Milestones can also appear on the contract detail page when a plan is applied to a transaction. See Transaction Coordinator.