Clickety Welcome Guide

Clickety is designed to help you work with people in a way that makes your decisions easier and your interactions more authentic and engaging.

Collecting contact information like baseball cards or processing people like tasks on a list aren’t the goal - instead, we want to help you be deliberate about who you spend your time with, remember the important human parts of your connections, and make sure that your network isn’t just big, but that it is strong, meaningful, and healthy.

This guide will walk you through the primary components of Clickety and get you started with some common actions. Once you are familiar with People, Groups, and Interactions, you can start to use Clickety to make people decisions quickly and comfortably.

If you prefer video, you can follow our onboarding guide here:

Clickety Basics

The key components of Clickety are People, Groups, and Interactions. This guide will lead you through

Connecting your account(s) from your settings.

Understanding People Cards and the types of information you can add to them.

Understanding Groups allow us to associate people with common interests and manage projects with many people.

Understanding Interactions

Log In

Log in at run.clickety.app using the email that received the beta access invitation to authenticate.

Once you have logged in with your beta access account, you can connect any other Google-backed accounts you’d like. At the bottom left, you’ll see your name. Opening your settings will show an “Add Account” option. By connecting multiple accounts, you are capturing more of your interactions with people, giving you more accurate insights into who you’re spending your time with.

People

Our Person profile card has

Profile card

A) Name

We’ll infer a person’s name from your emails and calendar events or use the email address itself if that’s not straight-forward, but you can adjust someone’s name as needed. Adding a description will make getting context easier in the future, and is particularly useful for people you have just met or interacted with only briefly.

I don’t know about you, but I’ve saved contacts in other apps as “Kris Karaoke” or “Max, Terri’s friend” so I’d have context when/if they reached out. Now that I have descriptions, I can have the context and they can have their name.

B) Groups

We’ll cover these more in-depth in the next section, but some example Groups could be Direct Reports, People Who Live In Seattle, Potential Sponsors, Book Club. People have a lot of different contexts, so the more you know someone, the more groups you are likely to add them to.

C) Interactions

We believe that quality interactions are the key to healthy networks. We also believe that you don’t have to manually log every time you interact with someone. Clickety renders emails and calendar events as interactions with people. Integrations with additional tools are on the horizon, but you can add manual activities in the interim (this is super useful for adding notes during a 1:1, for example!).

D) Aliases

People you know are likely to have multiple ways of being contacted. I have a personal email, a work email, an email for a community organization I volunteer with, and several emails I no longer use. Associating those aliases ensures you can keep multiple contexts for a person in mind.

E) Notes

Notes are for storing details that are regularly relevant but not easily captured in a description or group. What is important for you to have handy about a person is going to be unique to you, but some common things we’ve seen stored in Notes are that person’s important relationships (e.g., the name of a partner or pet), skills and interests, pet peeves, and links to regularly used docs.

Notes supports Markdown, which allows you to format your text using plain-text. For example, in order to italicize text, you put asterisks around the word like *this*. There’s a handy cheat sheet here.

F) Toolbar

The toolbar is where the tools for editing your Clickety live. The toolbar is always at the top of each screen and will change based on what you are looking at.

Groups

Groups allow you to associate people with different contexts. Think of everyone you know like a gem - we all have different facets to our lives - we have our work face, our home face, and any number of faces for the other activities we do/groups we hang out with. By associating people with these groups, it becomes easier to focus and plan around them. The Activity Feed for a group will only show the interactions with members of that group (handy for ensuring you’re caught up on emails between the group before going into a meeting or event).

Groups currently have 2 views: Table View and Project Board View.

Table view is convenient for looking at all people in the group, and is sortable so you can find who you are looking for.

Project Board view allows you to sort a group’s members into Stacks. It’s ideal for tracking what stage in a process someone is in. Setting the stacks by least recently interacted with means that when you look at your board, you will see the people who are most in need of hearing from you at the top.

board for organizing a retirement party

To learn more about types of Project Boards you can use to be more efficient on projects with a lot of people, check out Visualizing People Workflows

Duplicate Groups

Once you’ve created a Project Board that really works for the projects you have, you may want to reuse it for similar projects. The Duplicate Group button in the toolbar allows you to copy either the Group and Project Board alone (perfect for projects where different people move through stacks), or copy those as well as the members (which is useful for cyclical/repeating projects with several consistent members).

Read more about duplicating groups here.

Interactions

Interactions are records of your activities with other people. Currently, we automatically capture emails and calendar; you can create a manual interaction to record events we don’t track yet. Any interaction can have a follow up associated with it to remind you that you owe someone something, or they owe you.

Interactions are always limited to the group you are looking at. If you are going into a meeting with the members of a Clickety group, you can scan the interactions on the right side of the group to make sure you are all caught up on emails between the members before you start your meeting (or during the meeting…).

Manual Interactions

Manual Interactions help you capture events we do not automatically ingest - maybe you had an important discussion on a social media platform, sent some texts, or ran into each other and had a great “water cooler” style conversation.

Manual Interactions are also a great way to capture the details of an event. Calendar events may track when and where you are meeting, as well as who is invited, but keeping on top of what was discussed needs something more, something like a Manual Interaction. These are particularly useful for tracking one-on-one discussions - read more about this use case in One-on-one 101.

Follow Ups

Any interaction can have a follow up associated with it - that will help you to track who needs to get back to you and who you need to follow up with. An hourglass icon will appear for any person associated with that interaction. That icon will also link to all interactions that have a follow up. If you would like to see all of your follow ups, click on the link at the top left.

follow up roll up view

You can add a follow up by either opening an interaction in Clickety and clicking the follow up toggle, or you can bcc or forward an email to followup@clickety.email.

follow up toggle

What Next?

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