Views: Where You Work in Keepsake

The sidebar (computer)

At the top, Search (⌘K) and the New button. Below, the views: Today, Inbox, Tasks, Contacts, Notes, Journal — then your favorite pages and All pages. At the bottom, your name opens the account menu (Settings, View my Keepsake Page, Help, Give your feedback…). On a narrower window, the sidebar shows icons only.

The tabs (phone)

Five tabs at the bottom of the screen: Today · Inbox · Contacts · Pages · More. More holds Tasks, Notes, Journal, API Activity (when an assistant has worked in your account), your favorite pages and All pages. The top bar has the search (magnifying glass), the + button (New) and your account menu.

The capture bar, always there

At the top of the screen on a computer, at the bottom just above the tabs on a phone. It never disappears — not even while a form is open — so an idea can be captured at any moment. What you type there becomes a QuickNote in your Inbox. See QuickNotes.

One New button (N)

Press N (outside a text field) or click New — the + button on a phone. It offers: Capture an idea (Q), New note (N), New task (T), New contact (C), New entry (E), New page (P). Press the letter to choose without the mouse.

The form panel

Creating or editing a task, an entry or a contact no longer takes you to another screen: a panel opens above the page you're on — on the right on a computer, full screen above the capture bar on a phone. Escape closes it. From a contact's profile, a task or an entry created with New is already linked to that person.

The right panel (computer)

On a wide screen, a column on the right shows what's useful around the view: the day and its intention, the person to get back in touch with, upcoming birthdays and tasks; on a page, its context (people, related pages, a random note, images and links); on a contact profile, About and contact details.

When a new version is ready

When Keepsake has been updated, an Update available line with a blue dot appears at the bottom of the sidebar (on a phone, a dot on the More tab, and the line at the top of its menu). Click it to switch to the new version — the idea you were typing in the capture bar is kept. Otherwise, the update applies on its own the next time the app goes to the background.

Tasks for the day

The Today's tasks block gathers the tasks due today, plus overdue and ASAP tasks pulled in automatically, and your recurring tasks. Complete them, snooze them, or reorder them by drag & drop.

Intention, notes and journal

One short line to set the tone of the day, the notes you attached to that date, and the entries logged that day in the Daily journal.

Navigate to any day

Use the mini calendar to jump to past or future days. You can go back and fill in notes or entries for previous days whenever you want.

Quick capture

Create a note in seconds with the capture bar — at the top of the screen on a computer, at the bottom on a phone. Don't worry about organizing — just write it down.

Process your notes

For each note, decide: is it a task? Task. Is it something that happened? To journal. Is it reference material? Keep as note — it joins your Notes. Something you want to write and share one day? Keep to publish. Done with it? Delete it.

Pinned notes

Pin important notes to keep them visible at the top of your Inbox. Great for ongoing checklists or information you reference frequently.

Search and find

The search bar at the top finds contacts instantly — even with accented names. Searching "berenice" finds "Bérénice".

Contact profiles

Each contact has a profile: a header (name, job title, company, pages), a Log an exchange button, and History / Tasks / Notes tabs. It's the complete story of your relationship.

Add new contacts

Create a contact with New → New contact (C): the form opens in a panel, without leaving the list. Add a name, some context, and start building the relationship history from day one.

Filter

The "All", "People" and "Companies" chips at the top of the list, each with its count.

Sort

By name, by most recent exchange, by oldest exchange to find the people you've lost touch with, by date added, or — for companies — by number of contacts. Your choice is remembered.

Act on several at once

"Select", check the cards, then add them to a page, link people to a company, merge companies or delete them in one go. See Company Profiles.

Everything in one place

Entries from all contacts, tasks completed on each day, and each day's intention are all visible in a single scrollable timeline.

Add to any day

Each day in the Journal has an Add… button offering an entry or a task for that date. Forgot to log something from last week? Just scroll back and add it.

Navigate by date

Use the mini calendar (Select a date) to jump to a specific date, and Back to today to come back. Days with content are marked so you can quickly find when something happened.

ASAP

Tasks that need attention now. No specific date — they're just important and should be done as soon as possible.

Planned

Tasks with a specific due date, sorted chronologically. This tab also shows contact birthdays in the coming month so you never miss one.

Someday

Tasks you want to do eventually but not right now. A parking lot for ideas and non-urgent to-dos.

Recurring

Set up tasks that repeat on a schedule — weekly reviews, monthly check-ins, yearly renewals. Keepsake generates individual task instances automatically.

Done

The tasks you've completed.

From Inbox to Notes

When a note in your Inbox is useful but doesn't need action, choose Keep as note. It leaves the Inbox and joins your Notes for safekeeping.

Search and filter

Search by content, filter by page, by contact, or on Published only. The Notes view is designed to help you find what you stored, even months later.

Restore anytime

Changed your mind? In Notes, hover over the note (or open it) and click the Inbox icon, Send the note back to the inbox. It returns to your Inbox, ready to be sorted again.

Browse all your pages

See every page you've created, with item counts showing how many tasks, contacts, entries, and notes are linked to each one.

Favorites

Star your most-used pages to pin them to the sidebar for quick access. Favorites appear at the top of the Pages view and in the sidebar navigation.

Manage in bulk

Select multiple pages to favorite, merge, or delete them at once. Merge is especially useful when you realize two pages cover the same topic.

Starting your day?

Open Today to see your tasks and plan your focus.

Something to capture quickly?

Use the capture bar, always on screen — your QuickNote lands in the Inbox, and you move on.

Preparing for a meeting with someone?

Go to Contacts and open their profile to review your history.

What happened last week?

Scroll through the Journal to see the timeline.

What do I need to do?

Open Tasks to see everything organized by urgency.

Looking for a note you saved?

Search the Notes view for processed reference material.

Working on a project?

Open the project's Page to see everything in one place.