TackNote anchors to the specific email thread, meeting tab, client file, or conversation you're in. Switch away and it hides. Return and it's right there. Never lose context on a client again.
Anchored notes for every client thread, every meeting tab, every project. The right note surfaces at the right moment — without you hunting for it.
Talking points anchored to a specific conversation. Follow up on the contract. He mentioned it twice. Surface the moment you open that thread. Never blank on what you needed to say.
Pin a note to a single email in Outlook or Gmail. "Send the revised SOW before you reply." It surfaces the moment you open that exact message — not the whole inbox. Outlook details →
Notes anchored to a specific Teams or Slack conversation. Talking points for this channel, a follow-up for that DM. Surface the moment you open that conversation.
Office documents each carry their own notes, per file. The deck you're prepping, the model you're checking — "verify Q3 totals" stays with that exact workbook. And Google Sheets scopes per tab. Sheets per-tab →
Pin a checklist to your recurring meeting URL. Every time it opens your agenda items and action items from last week are right there. Never walk in unprepared.
Ask TackNote to nudge you next time you open a specific thread or document. Return to that email chain and the note flags you. Nudges that respect your workflow.
TackBoard lets you organize all notes into Projects. One project per client, sub-folders for different engagements. Search across everything instantly.
Salesforce, HubSpot, Asana, Monday, Notion-web — any tool that lives in a browser tab gets per-URL scoping automatically. Per client, per deal, per dashboard. No setup needed.
Each conversation thread gets its own note. Talking points, follow-ups, context. Surface the moment you open that specific chat.
Client folders in Finder get their own notes. Contract details, deadlines, contact info. Right there when you open the folder.
Client notes never leave your Mac. No cloud storage, no account required, no data collection. Voice transcription runs on-device.
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"Follow up on the contract. He mentioned it twice. Right there when you open the thread. Every single time."