What this page helps you do
Log pitches for any of your games so you have a single place to track who you pitched and when.
Record who you pitched to, how and where you pitched, and who your point of contact is.
Keep status up to date so you can see at a glance which pitches are active, pending, or closed.
Set reminders to follow up on pitches, and get notified in-app and by email when they’re due.
Edit, duplicate, or delete pitch rows and manage everything from the Pitches tab inside each game.
Go to the Pitches tab
Choose the game you want to pitch
Your games list shows the games in this workspace. Pick the game you want to log or track pitches for—each game has its own Pitches tab.
Helpful details
Key areas: Games list and the game you want to work with.
What you can do: Click the game to open it; then use the Pitches tab to see and manage pitches for that game only.
Good to know: Pitches are stored per game, so you can keep publisher, partnership, and creator pitches organized by title.
Open the Pitches tab
Inside the game, the Pitches tab is where you log and track all pitches for that game—publishers, partnerships, content creators, and the like.
Helpful details
Key areas: Game navigation tabs; Pitches is one of them.
What you can do: Click Pitches to open the pitch tracker for this game.
Good to know: Everything you add here applies only to this game, so you can use the same workflow for each title.
The Pitch tracker
The pitch tracker is a table where each row is one pitch. Columns show who you pitched to, dates, contact, status, and more. Use Log New Pitch to add entries.
Helpful details
Key areas: Table with pitch rows; Log New Pitch button to add a new pitch.
What you can do: Scan all pitches for this game, open the row menu for reminders or duplicate/delete, and click into cells to edit.
Good to know: The sheet is the main view for this game’s pitches—all logging and editing happens from here.
Start by clicking Log New Pitch
Click Log New Pitch to open the form where you enter who you pitched, when, and how. Fill in the fields that apply; you can add more detail later.
Helpful details
Key areas: Log New Pitch button, usually near the top of the Pitches tab.
What you can do: Open the new-pitch form and fill in who you pitched to, date pitched, how/where, contact, status, and notes.
Good to know: You can save and then edit any field from the tracker if you need to add or change information.
Enter who you pitched to
Type the name of the company, person, or channel you pitched—for example a publisher, partner, or creator. This is the main label for the pitch in your tracker.
Helpful details
Key areas: The “who you pitched to” (or similar) text field at the top of the form.
What you can do: Enter any name that helps you identify this pitch later.
Good to know: Use a consistent naming style so you can quickly find pitches when scanning the sheet.
Set the date you first pitched
Pick the date of the first time you pitched this game to this contact. Later touchpoints (calls, emails, meetings) are tracked separately under Last Interaction.
Helpful details
Key areas: Date field for “date pitched” (or similar) in the form.
What you can do: Choose the first pitch date; use Last Interaction (in the tracker or when editing) for the most recent contact.
Good to know: Keeping “first pitched” and “last interaction” separate helps you see how long a conversation has been going.
Add how or where you pitched
Enter where or how the pitch happened—e.g. “Email,” “Convention,” “Playtest event” or a specific event name. This makes it easier to remember context when you follow up.
Helpful details
Key areas: The “Pitched how/where?” (or similar) text field.
What you can do: Type a short description; free text is fine.
Good to know: Reusing the same phrases (e.g. “GDC,” “Email”) helps when filtering or scanning the sheet later.
Add a point of contact
Type the name and/or email of the person you’re in touch with at that company or channel. Handy when the same organization has several contacts.
Helpful details
Key areas: The “Point of contact” (or similar) field.
What you can do: Enter a name, title, or both; you can change it when the contact changes.
Good to know: If you don’t have a contact yet, you can leave it blank and add it after the first reply.
Choose a status
Pick a status from the list (e.g. “Haven’t pitched yet,” “In progress,” “Replied”) so you can see at a glance where each pitch stands. Update it whenever something changes.
When you’re logging a pitch you haven’t sent yet, choose Haven’t pitched yet (or the equivalent option in your list). After you pitch, change the status to something like “Pitched” or “In progress.”
Helpful details
Key areas: The status dropdown in the form.
What you can do: Select the option that best matches the current state of this pitch; change it anytime from the tracker.
Good to know: Updating status regularly—especially after new interactions—keeps your tracker useful for planning follow-ups.
Set the last interaction date
Last Interaction is the date of your most recent contact (email, call, meeting). This date is used for reminders—when you set a follow-up reminder, it’s based on the last interaction so you get nudged at the right time.
Helpful details
Key areas: The “Last interaction” (or similar) date field.
What you can do: Set it when you log a new pitch and update it whenever you have another touchpoint.
Good to know: Keeping this current helps reminder and follow-up features work as intended.
Add notes
Use the notes field for anything that doesn’t fit elsewhere—next steps, key quotes, or context you’ll want when you follow up.
Helpful details
Key areas: The notes (or “Add notes”) text area in the form.
What you can do: Type as much or as little as you need; you can edit notes later from the tracker.
Good to know: Notes are especially useful when you have several pitches to the same company or when the conversation has a long history.
Save the pitch with Log Pitch
Click Log Pitch to save the new pitch. It will appear as a new row in the pitch tracker for this game.
Helpful details
Key areas: The Log Pitch button, usually at the bottom of the form.
What you can do: Save the pitch; you’ll return to the tracker and can edit the row or set reminders from there.
Good to know: If you need to fix something, click the cell in the tracker to edit it—no need to re-open the full form.
Editing pitches
Change a pitch by editing a cell
To update a pitch, click the cell you want to change—who you pitched to, date, status, notes, etc. Edit in place and the change is saved for that row.
Helpful details
Key areas: Any cell in a pitch row in the tracker.
What you can do: Click a cell to edit that field; update status, last interaction date, or notes whenever something changes.
Good to know: You don’t have to open a separate form; inline editing keeps updates quick.
Row menu: reminders, duplicate, and delete
Open the row menu
Each pitch row has a … (or “more”) menu. From there you can set a reminder, duplicate the row, or delete it.
Helpful details
Key areas: The … icon at the end of each row.
What you can do: Open the menu to Setup reminder, Duplicate the row, or Delete the pitch.
Good to know: Duplicating is useful when pitching the same game to another contact with similar details; you can then adjust the copied row.
Open menu options
Click Open menu (or the … on the row) to see options for that pitch: set a reminder, duplicate the row, or delete it.
Helpful details
Key areas: The row menu with Setup reminder, Duplicate, and Delete (or similar labels).
What you can do: Choose the action you need for that pitch.
Good to know: Reminders are tied to the Last Interaction date; duplicate and delete apply only to that row.
Setting up a reminder
Start a reminder from the row menu
Use Setup reminder when you want to be reminded to follow up. You’ll choose how many days after the last interaction you want the reminder, and Boardssey will notify you in-app and by email when that date arrives.
Helpful details
Key areas: The Setup reminder (or similar) option in the row menu.
What you can do: Open the reminder dialog and set “remind me after X days”; the reminder is calculated from the Last Interaction date.
Good to know: Keeping Last Interaction up to date makes reminders accurate—update it when you send a follow-up or have a call.
Choose when to be reminded
The reminder dialog lets you pick how many days after the last interaction you want to be reminded. For example, “in 7 days” or “in 14 days” from that date.
Helpful details
Key areas: The reminder dialog with the “remind me after” control.
What you can do: Enter or select the number of days; the due date is calculated from Last Interaction.
Good to know: If you change Last Interaction later, existing reminders may or may not update; [Needs confirmation] whether they recalculate automatically.
Set the number of days
Use Remind me after (days) to type or select the number of days. The reminder will be due that many days after the Last Interaction date for that pitch.
Helpful details
Key areas: The “Remind me after (days)” field in the reminder dialog.
What you can do: Enter a number (e.g. 7 or 14) and then confirm with Setup Reminder.
Good to know: You can set more than one reminder per pitch if you need multiple follow-up nudges.
Confirm with Setup Reminder
Click Setup Reminder to save the reminder. When the due date is reached, you’ll get an in-app notification and an email.
Helpful details
Key areas: The Setup Reminder button in the reminder dialog.
What you can do: Save and close; the reminder is now active for that pitch.
Good to know: You’ll see the reminder in the bell (notifications) when you next log into Boardssey, and you’ll also receive an email.
When a reminder is due
Notification in the app (and to your email address)
When a reminder is due, the bell icon shows a notification. The next time you sign in to Boardssey, you’ll see it there, and you’ll also get an email reminder so you don’t miss a follow-up.
Click a reminder like Reminder notification to open the relevant game and pitch so you can follow up or update the row.
Helpful details
Key areas: The bell (notifications) icon, usually in the header.
What you can do: Click the bell to open the list and see reminder text such as “Follow up on pitch to [contact] for [game].”
Good to know: In-app and email together help you stay on top of follow-ups even if you’re not in Boardssey every day. After you follow up, update Last Interaction and status on the pitch row so your tracker stays accurate.
Tips & common questions
Where do I find Pitches?
Open your team’s Games area, click a game, then open the Pitches tab. Each game has its own pitch list.
What’s the difference between “Date pitched” and “Last Interaction”?
“Date pitched” is when you first pitched; Last Interaction is the date of your most recent contact (email, call, meeting). Reminders use Last Interaction, so keep it updated.
Can I use this for publishers and creators?
Yes. The same tracker works for publishers, partners, content creators, or any other contact—use the “who you pitched to” and “how/where” fields to distinguish them.
How do I get rid of a reminder?
Use the row … menu on the pitch; if there’s an option to clear or manage reminders for that row, use it. [Needs confirmation] Exact wording may vary in your app.
I duplicated a row by mistake.
Use the … menu on the duplicated row and choose Delete to remove it.