Log an Interaction

Some conversations never reach Groupthink on their own. A coffee, a phone call, a weekend a friend spends at your house. Log interaction is the way to put one into the record yourself, and it updates the same Last meeting, Last contact and Status columns everything else keys off.

These steps cover the web app at app.groupthink.com and the Groupthink desktop app, which show the same screens.

Log one

Watch: open a person, click Log, write a line and save it, in 35 seconds.

1. Click Relationships in the left sidebar.
2. Click the Log interaction icon next to the person's name. You can also open the person first and click Log at the top of their page.
3. Fill in what you have. You need a title or some notes to save; everything else is optional.
4. Click Save.

After you save, Groupthink may ask How was that? One tap keeps a private note of how it felt to you. See How It's Felt.

If you would rather type one sentence and skip the form, use the capture box in the sidebar instead.

The fields

Field	What it is
Also with… (optional)	Other people who were there. Everyone you add gets the same interaction on their record.
Title (optional)	A short label, like "Q2 check-in". You can save with only a title and no notes, when the title is the whole story.
Date	The day it happened. Defaults to today.
Through	The last day, for something that ran longer than a day. See below.
How did it happen? (optional)	In person, Phone, Text, Email, Gift, or Other. Pick Gift when you sent them a present.
Interaction notes (optional)	Any format: raw notes, a Granola export, a pasted transcript, a Slack thread. Groupthink reads it and pulls out what it can.

Something that lasted several days

A friend staying at your house Thursday through Saturday, or a trip you took together, is one interaction that covers several days.

1. Set Date to the first day.
2. Click + End date underneath it.
3. A Through field appears. Set it to the last day.

The timeline and Past Interactions then label it by its days: "Sep 10 – 12".

A few details:

• Through can't be earlier than Date, and a single interaction can cover at most 90 days.
• Click the ✕ next to Through to go back to a single day.
• Everyone on Also with… gets the same span.
• You can log a visit while it is still going. Enter the day it ends, and Groupthink counts you as in contact through today, then through the end day once it arrives.
• Forgot the end day when you logged it? You can add it afterwards. See Change the dates or how it happened.

Change the dates or how it happened

You can fix an interaction after you save it: move its date, add or change a Through day, or change How did it happen?

1. Open the person and find the interaction on their timeline.
2. Click the pencil icon (Edit date or channel) next to its date.
3. Change the date, the Through day, or the channel. Click the ✕ next to Through to make it a single day again.
4. Click Save.

The same pencil appears on the interaction's card in Recaps. The person's recency recalculates from the new dates, so the Last meeting and Last contact columns can take a few seconds to catch up.

Delete an interaction

An interaction you logged by hand has a trash icon on its card on the person's timeline. That covers what you logged with Log on a person's page, on the iPhone, or from the Touch base widget. Interactions that came from a calendar event, a plan or a drafted message don't have one.

1. Click the trash icon.
2. A confirmation opens under the card, titled Delete this interaction?, with the line This removes it from Kate Morrow's page.
3. Click Delete, or Cancel to keep it.

It leaves the timeline, and the person's Last meeting and Last contact go back to the contact before it. A message reads Interaction deleted. with an Undo button. Click Undo to put it back. To bring it back later, use Restore under Recently deleted in Settings.

What changes after you save

• The person's recency moves to the day it happened, or to the last day of a span.
• In person and Phone count as a live conversation, so they move the Last meeting column. Text, Email, Gift and Other count as contact without a meeting, so they move Last contact and leave Last meeting where it was. Either one counts as staying in touch.
• If you leave How did it happen? blank, Groupthink reads it from your title and notes. Words that plainly describe a text, an email, a Slack message or a gift move Last contact. Anything else moves Last meeting.
• The Status chip recalculates against the cadence you set. The Going Cold filter does too, and for someone with no cadence set it uses the rhythm Groupthink sees in your contact with them, once there are at least three days of contact to go on. See Staying in Touch.
• The interaction appears on the person's timeline, and in Past Interactions.
• If you logged it from the person's page, the Last interaction block on that page shows what you entered right away. What Groupthink pulls out of your notes follows a few seconds later in the What changed section. See Last interaction.

Logging something that hasn't happened yet

Watch: log a plan with a date still ahead, then on the day say on Today whether it happened, in 33 seconds.

If you set Date to a day in the future, Groupthink treats it as a plan rather than something that happened. It counts toward when you are next seeing the person, and it leaves Last meeting alone. This is useful when you have plans that were never a calendar invite.

When you pick a future date, the form says so under the date: This date is still ahead, so it will be saved as a plan. From the start of that day, Groupthink asks whether it happened. On the person's page the plan's card is labeled Planned with its day, for example Planned · Sat, Oct 10.

When the day comes

A plan does not count as contact until you say it happened. From the start of the plan's day, Groupthink asks Did this happen? in two places: on the plan's card on the person's page, and in a list on Today. You don't have to wait for the day to end to answer.

• Happened counts it as contact with everyone on the plan, and opens a box to write a debrief. The debrief is saved as its own note, labeled Debrief, and Groupthink reads it like any other note.
• Didn't happen marks the plan Fell through. It does not count as contact. The card stays in the person's history, greyed, and Pick a new date moves the plan to a day ahead.
• Undo takes either answer back. A plan with a debrief written on it stays marked as happened, and the card says so.

Groupthink does not send a reminder, an email or a text about a plan to you or to anyone else.

Frequently Asked Questions

Do I have to write notes?

No. A title on its own is enough. You do need a title or some notes: with neither, Save stays off. A title saved on its own needs at least 3 characters, and notes need at least 10.

Can I log the same thing for several people at once?

Yes. Add them under Also with… and each person gets the interaction, including the span if you set one.

Can I change the dates after saving?

Yes. Click the pencil icon next to the interaction's date on the person's timeline. See Change the dates or how it happened.

Getting Help

Email support@groupthink.com with the person and the day you're asking about.