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User Manual

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‣

Snowman Strategies

Notebook

📊 Quick Dashboard Views

📅 This Week's Reviews

Notes TO Review

🚨 High Priority To Review

🛡️ Safety Notes

🕐 Recently Added

🚀 Quick Actions & Templates

📝 Ready-to-Use Templates:

• Meeting Note Template - Default template for meetings
• Coaching Session Template - Driver coaching and safety sessions
• Training Prep Template - Training class preparation
• Observation Review Template - Safety and warehouse observations

⚡ Power User Tips:

• Use @remind in Next Review and Due date fields for automatic reminders
• Meeting Note Template is set as the default template
• Use quick filters in the toolbar for Status, Tags, and Priority
• Card previews show Summary text in Kanban and Gallery views