Reviewed June 18, 2026
Lookup Index

Feature Reference

Use this page when you already know the capability you need. Each feature card shows what it does, what people commonly use it for, and which guide explains the full workflow.

Register an organization, sign in with email/password, SSO, invitation links, organization switching, active sessions, and PIN-based organization accounts.


Highlights
  • Organization registration and subdomain lookup
  • Email/password login, Google SSO, and Apple SSO
  • Invitation acceptance, password reset, and organization switching
  • PIN accounts for employees who do not use email every day
Common tasks
  • Register a new organization
  • Sign in with email, SSO, or account ID plus PIN
  • Reset a password or PIN
  • Switch organizations before acting
Related guides
Tags
sign-in
registration
sso
pin accounts
invitations

Manage employees, imports, departments, managers, roles, permissions, and organization-managed PIN accounts.


Highlights
  • Employee invite, single creation, and CSV or Excel import
  • Department tree and org chart surfaces
  • Role and permission management
  • Org-managed account unlock, deactivate, and credential reset
Common tasks
  • Create departments before importing employees
  • Invite employees individually
  • Import employees from a spreadsheet
  • Create a PIN account for a low-email worker
  • Delegate admin work with roles
Related guides
Tags
organization
employees
departments
permissions
pin accounts

Use notifications as the workspace inbox for unread work, source filters, live delivery, push registration, and presence visibility.


Highlights
  • Notification list, filters, unread counts, and mark-as-read actions
  • Live stream for in-app delivery
  • Browser and mobile push token registration
  • Presence status and visibility settings
Common tasks
  • Check unread notifications
  • Open a notification to jump to the source
  • Enable push notifications on trusted devices
  • Set presence visibility
Related guides
Tags
notifications
alerts
presence
push
inbox

Use channels, direct messages, task discussions, replies, reactions, mentions, attachments, voice messages, and live voice calls.


Highlights
  • Public and private channels plus direct messages
  • Replies, reactions, edits, deletes, user mentions, and department mentions
  • File attachments with contextual access
  • Voice calls, invitations, call records, and voice messages
Common tasks
  • Create a team or project channel
  • Start a direct message
  • Reply to a specific message
  • Mention a person or department when action is needed
  • Send a voice message or join a live call
Related guides
Tags
chat
direct messages
channels
voice
mentions

Create project workspaces with task workflow, saved views, recurring rituals, evidence submission, review, and operational health reporting.


Highlights
  • Project create, membership, visibility, and archive
  • Board, list, gantt, calendar, analytics, today, review, health, and settings surfaces
  • Task assignment, hierarchy, watchers, files, custom fields, and workflow rules
  • Ritual definitions, generated instances, evidence submission, review, and compliance exports
Common tasks
  • Create a project
  • Configure workflow states
  • Assign project members
  • Create a recurring ritual
  • Submit evidence
  • Review evidence and operational health
Related guides
Tags
projects
tasks
rituals
evidence
reviews

Schedule events with attendees, RSVP, recurrence, working hours, availability, resources, booking links, check-in, audit, and overlays.


Highlights
  • Day, week, month, and agenda views
  • Attendees, RSVP, recurring events, and series edits
  • Resource booking and booking links
  • Check-in, evidence, audit entries, and cross-domain overlays
Common tasks
  • Create a meeting or event
  • Respond to an invitation
  • Check availability
  • Add a room, vehicle, or equipment resource
  • Create a booking link
Related guides
Tags
calendar
scheduling
resources
booking links
rsvp

Create and read document trees with rich editing, versions, comments, followers, access grants, line citations, embeds, and search.


Highlights
  • Hierarchical document tree and rich editor
  • Version history, diffs, and line-by-line attribution
  • Employee and department access grants
  • Line-range citations and live embedded sections
Common tasks
  • Create a root document for a policy or handbook
  • Share access with an employee or department
  • Comment on a document
  • Copy a line-range citation link
  • Search for a policy or procedure
Related guides
Tags
docs
knowledge
citations
comments
search

Manage secure downloads, metadata, listing, deletion details, quota, validation, access checks, search, PDF conversion, and indexing status.


Highlights
  • Secure download URLs and access checks
  • Quota overview and updates
  • File validation and deletion audit details
  • Search, PDF conversion status, and content indexing status
Common tasks
  • Open a file attached to chat, a task, evidence, a doc, or an event
  • Review storage usage
  • Delete stale files with a reason
  • Understand file validation warnings
Related guides
Tags
files
storage
quota
validation
search

Use Chat, Tasks, Schedule, Alerts, and More for mobile authentication, notifications, task work, evidence, calendar, files, docs, search, and resource links.


Highlights
  • Authentication, invitation acceptance, SSO callback, password reset, PIN login, and PIN setup
  • Chat, channels, direct messages, threads, voice messages, and voice calls
  • Tasks, project details, ritual details, and evidence-oriented task views
  • Calendar, event details, booking links, profile, files, docs, search, and settings
Common tasks
  • Use Alerts as the mobile daily inbox
  • Respond to chat and calls
  • Submit ritual evidence from the field
  • Open resource links from notifications
Related guides
Tags
mobile
alerts
tasks
chat
schedule
links

Evolving areas

These are active iteration areas. They should be mentioned carefully in docs until parity and final behavior are verified.

  • Mobile ritual UX for frontline worker and manager review surfaces
  • Fully unified global search ranking across every domain
  • Context Rail parity across every workspace page
  • Advanced calendar and resource governance parity across clients