Getting Started

Your first 5 minutes in CoachKeeper, from signup to your first linked note, todo, and calendar event.

Sign up and log in

Head to app.coachkeeper.com and create an account with your email. You’ll land on the main workspace, a clean, tabbed interface with five core areas.

A guided tour walks you through each section on your first visit. You can revisit it anytime from Settings.

The workspace

CoachKeeper is built around five tabs:

TabWhat it’s for
NotesWriting, capturing ideas, rich text documents
TodosTask management with Kanban, list, and timeline views
CalendarScheduling events and blocking time for tasks
SourcesUploading and searching documents (PDFs, Word, text files)
ChatTalking to your AI assistant

Each tab remembers its state, your scroll position, active filters, what you were editing. Switch freely without losing your place.

The three pillars

CoachKeeper is built around three connected entities:

  • Notes, rich text documents for capturing ideas, meeting minutes, reading highlights, anything that needs space to think
  • Todos, structured tasks with status, checklists, time estimates, and tags
  • Events, calendar items that block time and optionally link to todos

The power is in how they connect: a note becomes a todo, a todo gets scheduled on the calendar, and the AI assistant helps you manage the whole loop.

Write your first note

  1. Click the Notes tab and hit New Note (or press Cmd+N)
  2. Start typing, the editor supports markdown shortcuts, so # becomes a heading, **bold** works instantly, and [] creates an inline todo chip
  3. Use slash commands (/) for images, code blocks, math equations, tables, and more
  4. Your note auto-saves every few seconds, no manual saving needed

Create a todo from your note

Select any text in your note. A floating menu appears with a sparkle button, click it to extract a task. Your selected text becomes a structured todo with:

  • A status (backlog, in progress, pending, done)
  • An optional checklist with time estimates per subtask
  • A link back to the original note for context

You can also type [] anywhere in a note to create an inline todo chip, a draft task embedded in your writing.

Schedule it on the calendar

Open the Calendar tab. You’ll see a todo tray on the side showing your unscheduled tasks. Drag one onto a time slot, and it becomes a calendar block, linked to the todo, with the context preserved.

Or simply click any empty time slot to create a new event.

Try Quick Capture

Press Cmd+K (or Alt+I) from anywhere in the app. Type naturally:

  • “Meeting with Alex tomorrow at 3pm” → creates a calendar event
  • “Read chapter 5 by Friday” → creates a todo
  • “Ideas from today’s standup” → creates a note

The AI classifies your input, shows a preview, and lets you confirm or adjust before creating. It takes less than five seconds.

Ask the AI for help

Open the chat sidebar and try something like:

“What should I focus on today?”

or

“Create a todo to review the quarterly report and schedule an hour for it tomorrow morning.”

The AI sees your notes, todos, and calendar. It can create, update, and delete items, and shows you exactly what it did in a live action log. You can undo any action with one click.

Next steps