Work your dashboard every day
A tour of every section of your dashboard, and the one action worth taking on each.
Your dashboard is the one page that tells you who needs you today.
Why it matters
If you haven't opened your dashboard in a while, the list on it is probably long. That's normal — it's not a sign you've fallen unusually behind, it's just what a few weeks of a busy life does to a follow-up list. You don't have to clear it in one sitting. You work the top of it, then close the tab and come back tomorrow.
The point of the dashboard is to turn meaning to reach out into something you actually do, before it turns into it's been so long now I don't know how to start. A quick pass most days keeps that gap small.
How it works
Relatable pulls together everything that's asking for your attention and puts it on one page: reminders you've set, suggestions based on how long it's been since you last spoke to someone or a job change you should know about, meetings from your calendar, contacts it noticed in your inbox that you haven't organized yet, and birthdays or other special dates coming up. It updates as you act on things, so a cleared reminder or a sent email disappears from the list right away.
How to use it
- Reminders — the things you told Relatable to remind you about. Message that person and the reminder completes itself, or snooze it to a better day.2. Suggestions — nudges based on your spheres' cadences ("you said quarterly, and it's been longer") and on people who changed jobs. Act on one to open a message to that person, dismiss it, or reset the clock if you've actually already spoken.
- Upcoming meetings — what's on your calendar today and this week, already attached to the right contact.
- Uncategorized contacts — people Relatable noticed in your inbox who aren't in a sphere yet. The ones you're actively talking with float to the top. Add them to a sphere, or archive the noise.
- Special dates — birthdays and other dates coming up, so you're not caught off guard.
Good to know
- Sending a message to someone with a pending reminder or suggestion clears it automatically. Nothing to check off by hand.
- The dashboard reflects your whole network, so a long list doesn't mean you're doing something wrong. It means you have a lot of relationships worth maintaining.
- Uncategorized contacts are sorted so people you're actively talking with show up before one-way senders you've stopped replying to.
- For a routine that turns this into a daily habit, see The 10-minute morning check-in.
Ask Whiz
- "Who do I need to catch up with this week?"
- "What's on my dashboard today?"
- "Snooze my reminder for Exene to next Monday"