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Understand how work is organized

The app is organized around a simple model: Workspaces define the work boundary, Collections organize the work, and each app area helps a team execute, discuss, review, or administer that work.

Start here when you are deciding where something belongs or why a control appears in one area but not another.

Work model

  • Workspaces separate teams, clients, departments, or major bodies of work. The active Workspace controls the work, members, settings, reports, and permissions you see.
  • Collections organize folders and work items inside a Workspace. Use Collections when users need a browsable structure.
  • Lists and Tasks handle execution. Lists hold task views, filters, sort, grouping, and List settings. Tasks hold owners, assignees, status, dates, comments, dependencies, activity, estimates, and time tracking where enabled.
  • Docs and Whiteboards hold written and visual context that should stay connected to the work.
  • Dashboards, My Work, Summary, and Goals turn work into review signals: priority, progress, risk, ownership, and outcomes.
  • Planner and Calendar support planning from different angles. Planner is for written daily and long-range plans. Calendar is for schedule visibility across dated tasks and connected provider events.
  • Chat and CRM support conversations, contact records, company records, and relationship follow-up.
  • Settings and Billing control access, enabled app areas, fields, templates, tags, integrations, recovery, plan state, and limits.

How navigation fits together

Most signed-in work starts inside a Workspace. From there, Collections helps you open folders, lists, docs, dashboards, goals, and whiteboards. Navigation areas such as Calendar, Chat, CRM, Reminders, Timesheets, Automations, My Work, and Summary give you focused ways to act on or review that same Workspace work.

Expected outcome: Work stays connected to the active Workspace, and each app area has a clear purpose.

Product Area Reference

AreaUse it forMain help topic
WorkspacesSeparate teams, clients, access, and reporting.Organize teams and work with Workspaces
CollectionsBrowse and organize folders, lists, docs, whiteboards, dashboards, and goals.Organize work in Collections
ListsTrack tasks through views, filters, sort, grouping, and settings.Manage work with Lists
TasksCapture, assign, discuss, track, link, and recover work.Create, assign, and track Tasks
DocsWrite and share structured context.Write and organize Docs
WhiteboardsPlan visually with a canvas.Plan visually with Whiteboards
DashboardsReview metrics, status, risk, and trends.Review work health, risk, and metrics
GoalsTrack outcomes, milestones, and linked work.Track outcomes with Goals
PlannerWrite dated planning notes, daily plans, and long-range planning context.Plan daily and long-range work with Planner
CalendarReview date-based work and provider events.Plan work on calendars
ChatDiscuss work in conversations and channels.Communicate in Chat
CRMManage contacts, companies, tasks, and notes around relationships.Manage CRM contacts and companies
RemindersCreate follow-up reminders and snooze or pause them.Manage follow-ups with Reminders
TimesheetsTrack and review time.Track time with Timesheets
AutomationsBuild rules that perform repeatable actions.Automate recurring work
SettingsManage access, app behavior, templates, tags, integrations, and recovery.Manage Workspace settings and app behavior
SharingPublish read-only public links for lists, docs, and whiteboards.Share work outside the app
BillingReview plan, usage, subscription, payment, and invoices.Manage billing, plans, and usage
  1. Create a Workspace or join a Workspace.
  2. Open Collections.
  3. Create a folder or list.
  4. Add a task.
  5. Assign an owner or due date when needed.
  6. Use filters, sort, grouping, and views to focus work.
  7. Open My Work, Summary, or a dashboard to review what needs attention.
  8. Add docs, whiteboards, Planner entries, calendar planning, chat, CRM records, reminders, time logs, or automations when the work needs more context.
  9. Use Settings to invite members, set roles, configure app areas, and recover work.

Choose the right area

  • Use Workspaces when people, access, or reporting should be separated.
  • Use Collections when users need a browsable structure.
  • Use Lists when a team needs task execution and views.
  • Use Docs when context, notes, or decisions need to live with the work.
  • Use Whiteboards when visual planning is clearer than a list.
  • Use Dashboards when users need review signals.
  • Use Goals when work should connect to outcomes.
  • Use Planner when written day plans or longer-range planning notes should stay tied to dates.
  • Use Calendar when users need schedule visibility for dated tasks and connected provider events.
  • Use Chat when discussion is the main need.
  • Use CRM when contacts and companies need follow-up.
  • Use Reminders when a person needs a future nudge.
  • Use Timesheets when time needs to be tracked against tasks.
  • Use Automations when a repeated action should happen automatically.
  • Use Settings when access, fields, templates, tags, integrations, or recovery need administration.

Troubleshooting

You cannot find expected work

  • Symptom: A list, doc, dashboard, chat, CRM record, or task is missing.
  • Cause: You may be in the wrong Workspace, viewing a filtered list, missing access, or looking for archived/deleted work.
  • Resolution:
    1. Confirm the active Workspace.
    2. Check filters, view settings, and search terms.
    3. Ask a Workspace owner/admin to confirm access.
    4. Check Archived and Recently Deleted when appropriate.

A feature is not visible

  • Symptom: A navigation item, view, field, or action is missing.
  • Cause: Visibility can depend on App Settings, role permissions, item access, plan availability, or mobile placement.
  • Resolution:
    1. Confirm you are in the correct Workspace.
    2. Ask an owner/admin whether the app area is enabled.
    3. Ask whether your role includes the action.
    4. Check Billing if an upgrade prompt appears.

FAQ

Should I start with one Workspace or many Workspaces?

Start with one Workspace when the same people share the same work, access, and reporting. Use multiple Workspaces when clients, departments, or access boundaries should stay separate.

What is the difference between Collections and Lists?

Collections organize work items. Lists are one type of item inside Collections and are used for task execution.

Where do I start when something is blocked?

Start with the article that matches the blocker: