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Getting started
Getting started Understand how work is organized Learn the product model, main work areas, and where each type of work belongs. Getting started Navigate the app and find your work Learn how Spaces, Collections, navigation areas, account actions, and help entry points fit together. Spaces Create a Space Create a new Space, choose a clear name, and understand the setup states that can block Space creation. Spaces Join a Space Join an existing Space with an invite code or invite link and understand common join issues. Collections Create folders and work items from Collections Use the Collections Add menu to create folders, lists, docs, whiteboards, dashboards, goals, or open App Settings when setup is needed. Lists Manage work with Lists Use Lists to organize tasks, switch views, focus work, update tasks, and manage list-level tools from desktop or mobile. Lists Filter, sort, and group tasks in Lists Use Quick filters, Advanced filters, Sort, Group, and hidden group controls to focus List tasks by the current view. Tasks Use the Task dialog to create and update work Use the full Task dialog and Quick Task flow, understand every visible section, and troubleshoot validation, hidden tabs, and mobile behavior. Settings Invite people and manage member access Invite members, generate invite codes, review status, update roles, remove access, and restore members.
Product areas
Automation Automate recurring work Create and manage automation rules, review access states, and troubleshoot repeated updates. 3 articles Chat Communicate in Chat Create chats, review conversations, send messages, and manage channel-style discussions. 3 articles Tasks Create, assign, and track Tasks Create tasks, set fields, capture quick work, discuss updates, manage subtasks, review activity, copy links, and recover work. 7 articles Account Manage account access and preferences Update profile details, sign-in methods, notifications, preferences, support requests, and access troubleshooting. 8 articles Billing Manage billing, plans, and usage Review plans, subscription status, usage limits, payment methods, invoices, and billing support actions. 2 articles CRM Manage CRM contacts and companies Track people, organizations, relationship context, tasks, notes, and follow-up work. 4 articles Reminders Manage follow-ups with Reminders Capture reminders, review due follow-ups, adjust reminder timing, and manage reminder access states. 2 articles Settings Manage Space settings and app behavior Configure Space details, members, roles, templates, tags, integrations, recovery areas, and feature behavior. 12 articles Lists Manage work with Lists Create Lists, manage saved views, filter and group tasks, import data, update work, and resolve access issues. 12 articles Spaces Organize teams and work with Spaces Separate teams, work, permissions, conversations, reporting, and Space-level setup. 5 articles Collections Organize work in Collections Browse folders, lists, docs, whiteboards, dashboards, goals, breadcrumbs, and item actions inside a Space. 5 articles Whiteboards Plan visually with Whiteboards Use whiteboards for diagrams, brainstorming, sketches, and visual planning connected to work. 3 articles Calendar Plan work on calendars Review dated tasks, provider events, My Calendar, Team Calendar, filters, and scheduling states. 3 articles Dashboards Review work health, risk, and metrics Use dashboards, Summary, My Work, templates, widgets, filters, and status indicators to review work. 6 articles Favorites Save and reopen Favorites Star important work and reopen it from the sidebar, mobile navigation, or Favorites dialog. 1 article Search Search across your work Find work across the app, understand search results, and recover when expected results are missing. 1 article Command Search and create work from Command Center Open Command Center, choose the active Space scope, find commands, and create supported work items quickly. 1 article Sharing Share work outside the app Use public links, private member sharing, and read-only public pages for lists, docs, and whiteboards. 6 articles Goals Track outcomes with Goals Create goals, define milestones, link work, and track progress from connected tasks. 3 articles Time Track time with Timesheets Record timers, add manual time logs, review entries, and understand billable and task-linked time. 2 articles Docs Write and organize Docs Create written context, notes, plans, and decisions connected to work. 4 articles