Getting Started
Your first 5 minutes in CoachKeeper, from signup to a captured idea that lives on tomorrow's calendar.
Why this app exists
Notes apps capture. Task managers list. Calendars block time. CoachKeeper is built on a stubborn observation: a captured idea that never gets executed is wasted thought.
So three connected entities live in one workspace:
- Notes — rich text for ideas, meetings, reading highlights. Anything that needs room to think.
- Todos — structured tasks with status, checklist, time estimates, tags.
- Events — calendar items that block time and can link back to a todo.
A coach watches all three at once. It sees what you’re staring at, knows what’s in your backlog, reads your real availability. The whole product is built to shorten the path from “I should…” to a real block on a real day.
Sign up
Head to coachkeeper.com and create an account with your email. You’ll land on a tabbed workspace with five areas:
| Tab | What it’s for |
|---|---|
| Notes | Writing, capturing ideas, rich-text documents |
| Todos | Task management with Kanban, swimlane, list, and timeline views |
| Calendar | Scheduling events and time-blocking tasks |
| Sources | Uploading and searching documents (PDFs, Word, text files) |
| Chat | Talking to your AI coach |
Each tab remembers its state — scroll position, active filters, what you were editing. Switch freely without losing your place.
A guided tour walks you through each area on your first visit. You can re-trigger it from Settings.
Your first 5 minutes
1. Write a note
- Open Notes, hit New Note (or Cmd+N).
- Just type. Markdown shortcuts work as you go:
#for a heading,**bold**,>for a quote, ``` for a code block. - Type
/for slash commands: images, code blocks, math, tables, callouts. - Type
[]to drop an inline todo chip — a draft task that lives inside your writing. - The note auto-saves every few seconds. There is no save button.
2. Pull a task out of it
Select any sentence in your note. A floating menu appears with a sparkle button — click it to extract a task. Your selection becomes a structured todo with:
- A status (
backlog,in_progress,pending,done) - An optional checklist with per-item time estimates
- A link back to the original note, so the context isn’t lost
3. Put it on a real day
Open the Calendar tab. The unscheduled-todo tray sits at the side. Drag a task onto a free slot — it becomes a calendar block, linked back to its todo and its note. Resize to change duration. Click an empty slot to create a one-off event.
4. Try Quick Capture
Press Cmd+K (or Alt+I) from anywhere. Type naturally:
- “Meeting with Alex tomorrow at 3pm” → calendar event
- “Read chapter 5 by Friday” → todo with a deadline
- “Ideas from today’s standup” → note
The coach classifies your input, parses dates, and previews the result before saving. Less than five seconds end-to-end.
5. Hand it over to the coach
Open the chat sidebar and ask something it can act on:
“What should I focus on today?”
“Create a todo to review the quarterly report and schedule an hour for it tomorrow morning.”
The coach sees your notes, todos, calendar, and availability. It creates / updates / deletes the same way you would, and every action streams into a live log. Don’t like what it did? One-click undo.
Where to go next
- Core Concepts — the philosophy behind the workflow
- Capture — master the editor
- Organize — Kanban, swimlanes, status flow
- Quick Capture — natural language from anywhere
- AI Assistant — what the coach can actually do