Conversations
Every contact, company, and deal has an activity timeline — a reverse-chronological feed of everything that has happened with that record.
What shows up on a timeline
| Type | Source |
|---|---|
| Note | Written inline by any team member. |
| Call | Logged manually or via click-to-call integrations. |
| Logged manually, BCC'd in, or forwarded to your Track address. | |
| Meeting | Optional — syncs from calendar if integration is set up. |
| Stage change | Auto-logged when a card moves between stages. |
| Field edit | Auto-logged when a tracked field changes. |
| Task | Created and completed tasks show up as timeline entries. |
Adding a note
Open any record → Timeline → Add note. Notes support:
- Markdown formatting
- @-mentions (notifies the mentioned user)
- File attachments
- Linking to other records (
[@contact:Jane])
Notes are private to your workspace. They never leave your Supabase.
Logging a call
Timeline → Log call. Fill in duration, disposition, and a
summary. Disposition options are configurable per workspace (defaults:
connected, voicemail, no-answer, bad-number).
Logging email
Three ways to get email into Track:
- Paste it in. Timeline → Log email and paste the body.
- BCC to Track. Every workspace gets a unique BCC address
(
<workspace-id>.log@<your-track-domain>). BCC it on any outgoing email and Track attaches the message to whatever record matches the To/From address. - Forward inbound. Set up the optional inbound email flow (see Installation) and forwarded messages auto-log.
Threading
Replies to a logged email are threaded under the original — no tangled duplicates. Track matches by Message-ID and References headers.
Tasks on records
Any timeline entry can be converted into a task with Create task. Tasks have:
- Owner
- Due date
- Status (
open,in progress,done) - Link back to the source timeline entry and the parent record
Tasks also show up in My Work for the assigned owner.
Mentions and notifications
@username in a note or task triggers an in-app notification. If
Resend is configured, mentioned users also get an email (respects
their notification preferences in Account → Notifications).
Filtering the timeline
The timeline supports filters for type, owner, and date range. Useful for "show me every call on this account in Q2" or "only show notes I wrote."
Search across timelines
Full-text search (top bar, Cmd+K) indexes every timeline entry.
Results show the record the entry belongs to and a snippet of the
matching text.
Retention
Nothing is auto-deleted. Timeline entries live in your Supabase
until you delete them. Admin users can apply a retention policy per
workspace if you want (Settings → Data Retention), e.g. "delete
notes older than 7 years."