Getting Started with Clickety
The Clickety Welcome Guide is a great place to learn about how Clickety works and what we’re here to help you do. But most people need a practical, step by step guide.
You’re in the right place.
Step 0: Connect Your Data
Technically this isn’t necessary. But Clickety is built with the assumption that your email and calendar data is present. Without it there, you have to do a lot more data entry. In addition to that being no fun, it’s not well optimized right now, because most people don’t have to do it.
If you logged in and rejected all of the permissions, you should be able to remove the app from your Google account and re-authenticate. Instructions for how to do this are in the “Authentication issues” section of our Troubleshooting guide. If you can’t figure it out, please email us.
Step 1: Build Your First Keep In Touch Board
Clickety’s most important job is to ensure you spend your limited time with the people who matter most.
To do that, we’re going to build a board to visualize who you’ve said is important. This board will show you when how you’re doing against your goals, when you’ve last talked to each person, and who you should be thinking about acting on right now.
To make the board, open the
Templates folder (click on the chevron on the right of the name to expand it).
Right-click on the Keep In Touch group, and choose
Duplicate group. Click the group name (at the top, not in the side bar) to rename it appropriately. A reasonable first name is
Keep In Touch, but over time you are likely to end up with multiple, and will pick names based on their function (e.g. Colleagues, Investors, Friends).
Add people button in the toolbar at the top to add 5-10 people who matter to you but who you don’t run into regularly. They should all get added to the
Uncategorized stack on the left. (If it’s not visible, clicking on the little arrow on the left side of the stack area will open it.)
Each column name functions as a goal: Put them in
Monthly, and you’re saying you want to see evidence that you’re talking to them at least once a month. You can add, remove, or rename these if you would like different goals. Drag each person to the appropriate column.
Note that each column has its sort order set to
Least Recent. This is how Clickety brings to your attention people who need your, ah, attention. The people at the top of the list are the people you’ve talked to least recently, and thus are most likely to deserve some of your time.
Even if you can’t reach out to them right now, it’s useful to review this board regularly (e.g., weekly) because it keeps them top of mind. You’re more likely to find a good reason to reach out to someone if you are reminded that they matter to you and you haven’t talked to them in a while.
One Board Per Context
It’s important not to mix too many contexts on a single board. Our brains work much faster when everything in sight is similar. It’s nearly impossible to decide whether a customer, employee, or friend is more important. But it’s usually pretty easy to decide which key employee most needs a check in right now.
Separating these contexts will allow you to decide how to spend your time (“Today I need to invest an hour into the team”), and then ensure that time is spent in the most valuable way possible.
Some people find it easier to separate the people by type rather than date. E.g., if you are a founder, you might have a Keep In Touch group for your company with stacks for
Community Leads. As these numbers grow, they can evolve into their own boards, but when this group has a manageable number of people, having them on one board can work well.
Not Just For Boards
You can also set whole groups to
Least Recent sorting. This can be useful if you only have one chunk of people to keep in touch with, or a group is so important you want to set them apart from everyone else. Then you just view them in
Table View, instead of
Step 2: Categorize Today’s Contacts
All People. Toggle the control in the top right that hides anyone already in a group.
Start dragging people into groups so that you know who they are and why they’re there. (Or create a group called
Muted and put them there so you don’t have to see them any more.)
Many people need to be in more than one group. In that case, click on the person and add them to multiple groups from their Profile Card.
From the Profile Card, you can also search for other
aliases (e.g., email addresses) and merge the contacts together. We’re eager to do this automatically for you soon, but for now we focus on making it easy to merge them yourself.
If you accidentally merge someone in, hover over the email address and click on the little icon on the right side to break that into a separate contact.
Step 3: Add a
Follow Up in Clickety
While looking at a person card, open up an interaction. You will see a
Follow up? toggle in the top right. If you click it, an hourglass will appear everywhere you see that person, reminding you that there’s something that needs to be followed up on. The hourglass will also have the number of follow ups beside it.
The email will show up in the
Follow Ups section of the application under the
All People group. From there, you can see all of the people you need to be following up on, and all of the related communication. (The most recent interaction always shows up on an unexpanded person card, not necessarily the follow up interaction.)
Follow Up Via Email
Clickety can already see your email, so we can use information attached to it to help you with your job.
When sending an email that you need to follow up on, BCC firstname.lastname@example.org. If someone has sent you an email you need to follow up on, you can also forward it to email@example.com. These emails will show up in the
Follow Ups section of the application, just like when you click the follow up toggle in the previous step.
Step 4: Log an Interaction
After a meeting with someone, it’s often important to capture notes so that you remember what you discussed. From an open person card, click
Log Interaction and type in your notes.
Note that you can use Markdown here, so you can add formatting and lists.
Step 5: Model One of Your Projects
One of the most valuable aspects of Clickety is also one of the biggest transitions.
Once again, let’s hit the templates. From the
Templates folder, copy the
Decision Making group. Rename it to match the project you’re working on. Once you’ve created the board, rename all of the stacks to match the workflow. You can add and remove stacks as necessary to fit the full workflow. (Don’t be surprised if the stack list evolves over time.)
What kind of project?
Clickety is great at modeling anything that moves many people through a specific workflow. Examples are:
Advice: Ask thirty people for advice.
Trip Planning: Meet with people on an incoming trip (do these stack names look familiar?)
Skip Levels: Meet with everyone who works for the people who work for you. You would likely have one of these every quarter, or at least every year
Fundraising: Raise money for your startup. You’ll probably want a separate column for each reason why people pass. (If you use this, ping our founder Luke on twitter and he’ll share with you his other tips and tricks.)
Your projects are probably different than these. But once you start looking, I think you’ll be shocked at how much of your life is building lists of people and passing them through this kind of workflow.
Step 6: Add Other Accounts
Clickety works best when it can see all of your interactions. While we don’t recommend random mixing of work and home life, Clickety is useful in both, and we’re rarely so lucky as to have clean lines in all of our communications. It can be useful to have all of your accounts connected, so that you can see all the different ways and places you are talking to people.
Our goal is to directly integrate with everywhere you talk about work. But today we only work with Google email and calendar.
Step 7: Come say hi on Discord!
Join our Discord server to talk to the team directly and to learn from other community members.
If you get all that done, the only thing left is to tell all of your friends. (And maybe ping us on Twitter so we know.)