A people directory

Start from an empty workspace

1. 1

   New workspace

   Choose File ▸ New Workspace… (⇧⌘N) and make a new workspace in an empty folder.

2. 2

   Make the first person

   In the Inbox, press Return and type Ana Lindqvist #person. Choose Create #person and press Return. The note is a person now.

Add the fields

1. 1

   Open the person page

   Choose Sidebar ▸ Supertags, then click person.

2. 2

   Add Email

   Choose Note ▸ Add Field…, type Email in the Field name box, choose Email in the Type menu, and click Apply.

3. 3

   Add Company

   Choose Note ▸ Add Field… again, type Company, leave the type as Text, and click Apply.

4. 4

   Add Introduced by

   Choose Note ▸ Add Field…, type Introduced by, and choose Note in the Type menu. Click Apply. Then click the name Introduced by on the Fields card. In Field Settings, add person to the supertags a value may name, and type Introduced in Shown on the referenced note as.

A Note field can only point to a note that is not in Trash. With person added, the picker offers only people. The label in Shown on the referenced note as is the heading the other person's page uses for the notes that point at it.

Add the people

1. 1

   Write each person

   In the Inbox, press Return and type Sam Okafor #person, then press Return to apply it. Repeat for each person.

2. 2

   Fill in the email

   Click the Email value on a person's row or on their page, type the address, and press Return. An address such as [email protected] is checked, and an error explains what to fix.

3. 3

   Fill in the company

   Click the Company value, type the company name, and press Return.

See everyone in a table

1. 1

   Open the table

   On the person page, choose View ▸ Show as Table. Each person is a row, with columns for Name, Email, Company and Introduced by.

2. 2

   Sort

   Click the Company header to sort by company. Click it again to reverse the order.

3. 3

   Filter

   Type a company name in the filter box above the table. Only the rows that match stay. Clear the box to see everyone again.

4. 4

   Add someone from the table

   Click New Note in the table's controls. A new row appears, already tagged #person. Type its name.

Find everything that mentions a person

1. 1

   Write a line without a link

   In the Inbox, press Return and type Ana to send the venue list. The name is plain text.

2. 2

   Open her page

   Press ⌘K, type Ana, and press Return. Her page opens with its fields.

3. 3

   Read the mentions

   Below the outline, the section Unlinked mentions lists the note you wrote, with a Link button. Click Link to turn the name into a link. The note moves to the References section, which counts the locations.

Point one person at another

1. 1

   Set the field

   Open Sam Okafor's page. On the Introduced by value, choose Ana Lindqvist.

2. 2

   See the other side

   Open Ana Lindqvist's page. A section headed Introduced · 1 lists Sam Okafor. It is read from the workspace each time, so it follows any change to Sam's field.

What each feature does here

Make it yours

• Companies as pagesMake each company a note, and point a Company field at it with a Note field, so every company page lists its people.
• Saved search for a companyMake a saved search with the Company text containing Northwind, to keep that list in the sidebar.
• Show related notes beside a personOpen a person's page with ⌘Return in the palette, so the table stays in the other pane.
• Meetings that list peopleUse the meeting notes recipe to add people as references to each meeting.