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PLAINER · TRACKER TEMPLATE

Job search and contacts tracker template for Plainer

Contacts & opportunities adds a simple relationship tracker to your Plainer workspace. Use it for a job search, for clients or for partners: one record per person or opportunity, moved along a pipeline board as things progress.

Tracker · Contacts & opportunities · By Plainer · Version 1

Use this template

Free, no account needed. Opens Plainer with an example plan and shows what the template adds before you install it. Sign in when you want to keep it.

Opportunity pipeline.plainerBoard layout
New
Contacted
In progress
Done

Placeholder cards. Your copy starts empty.

What it does

  • A Contacts & opportunities file with five fields: Name, Company, Stage, Next follow-up and Notes.
  • An Opportunity pipeline board grouped by Stage: New, Contacted, In progress and Done. Cards show the name, company and next follow-up date.
  • It starts empty, so you begin with your own contacts only.

What you get after installing

Contacts & opportunities.json
A data file with 5 fields: Name, Company, Stage, Next follow-up, Notes. It starts empty.
Opportunity pipeline.plainer
Opens Contacts & opportunities.json as a board, grouped by Stage.

Installed files are your own copies. Files that use your tasks, projects or goals keep using your existing content. Commands run only when you choose Run.

Who it is for

  • Job seekers keeping track of applications, contacts and follow-ups.
  • Freelancers keeping track of clients and partners.

How to install it

  1. Select Use this template. Plainer opens with an example plan, no account needed.
  2. Check what the template adds, then choose Install my own copy. Without an account, it is saved in this browser.
  3. Sign in or create a free account to keep it. Your guest plan, with the template, moves into your account. Commands that use the assistant need the account.
Use this template

Free, no account needed. Opens Plainer with an example plan and shows what the template adds before you install it. Sign in when you want to keep it.

Public template contents
{
  "collections": [
    {
      "id": "00000000-0000-4000-8000-000000000001",
      "name": "Contacts & opportunities",
      "description": "A simple relationship and opportunity tracker.",
      "fields": [
        {
          "key": "name",
          "name": "Name",
          "type": "text",
          "options": [],
          "required": false
        },
        {
          "key": "company",
          "name": "Company",
          "type": "text",
          "options": [],
          "required": false
        },
        {
          "key": "status",
          "name": "Stage",
          "type": "select",
          "options": [
            "New",
            "Contacted",
            "In progress",
            "Done"
          ],
          "required": false
        },
        {
          "key": "next_date",
          "name": "Next follow-up",
          "type": "date",
          "options": [],
          "required": false
        },
        {
          "key": "notes",
          "name": "Notes",
          "type": "longtext",
          "options": [],
          "required": false
        }
      ],
      "format": "records",
      "rootShape": "array",
      "valueRows": false
    }
  ],
  "records": [],
  "views": [
    {
      "id": "00000000-0000-4000-8000-000000000011",
      "name": "Opportunity pipeline",
      "source": "00000000-0000-4000-8000-000000000001",
      "layout": "board",
      "fields": [
        "name",
        "company",
        "next_date"
      ],
      "groupBy": "status",
      "descending": false,
      "plannerLayout": "both",
      "bindings": {},
      "code": {
        "html": "",
        "css": "",
        "javascript": ""
      },
      "filters": []
    }
  ],
  "commands": [],
  "documents": [],
  "folders": [],
  "fileAppearance": {},
  "attachments": []
}

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