Work modules
| Module | What it does |
|---|---|
| Companies | The businesses your workspace runs. Your workspace is your first company automatically (marked Your company, renamed when you rename the workspace); add more for each legal entity. Projects link here for reporting. On every plan, including Free, you can see and edit your own company; adding more companies is part of Pro. |
| Portfolios | Group related projects for programme-level tracking. Optional per project. |
| Projects | Core delivery unit. The detail page is fully editable. Click any field (name, status, priority, company, portfolio, project manager, dates, progress, description) to change it in place, and add / remove / inline-edit Tasks right on the page. Plus Risks, Financials, Ledger, Discussion. |
| Tasks | Subtasks, followers, @mention comments, color tags, checklists, time tracking, recurring schedules, reminders, and team assignment. Assignable across project members. |
| Ideas | Pitch board with voting and stakeholder polls - as many polls per idea as you need, each with its own question, stakeholders and deadline (a poll stops taking votes when its deadline passes). The detail page is inline-editable (title, status, pitch); anyone who can edit can convert a winning idea into a Project from the idea page or the rocket button in the list and card views. |
| Chat | Org-wide General channel + auto-created per-project channel. @mention people, #link tasks/projects, /remind, and #commands. Type #task, #onboard or #expense (or custom admin-defined commands) and an agent proposes the action for your approval (configure them on the Agents page; approve-first is never bypassed). 12 s polling, no external dependency. Also has a Direct messages tab for private 1:1 chat. Only the two participants can ever read a thread, guests cannot be messaged, and new messages raise a bell notification plus a sidebar badge on Chat. |
| Calendar | Your own calendars (as many as you like, each with a colour), your bookings, the meetings you host, task due dates and leave, in one month, week or date-range view. Click any item to open it. |
| Timeline | Gantt timeline of projects grouped by portfolio, with progress overlay, today line, and an Unscheduled bucket for undated projects. It is called Timeline in the Work menu; the separate Roadmap link is where you vote on what we build next. |
Inline editing: on Project, Company, Portfolio, Team, Ideas and CRM (company/contact/deal) detail pages, click any field (look for the pencil) to edit it in place, in the same style as the lists. Edits respect your role (Row-Level Security is the wall); anything you are not allowed to change stays read-only.
Ideas → Projects: open an idea and click "Convert to project" (or the rocket button in the Ideas list or cards). The new project is pre-populated with the idea's title and pitch, the idea moves to Building, and the two stay linked - the idea page then shows "Open project".
Productivity layer on Tasks: start a live timer (or log time manually), tick off checklist items, set a task to repeat (daily/weekly/biweekly/monthly: completing it spawns the next occurrence), and add personal reminders that fire as notifications.