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ModuleProjects & tasks

Your team's work, beside the customer's records.

Projects with stages, health and budgets. Tasks attached to any contact, company or deal. Whiteboards where a card is the live record, not a copy of it.

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Tasks sit in an agenda by due date. The final contract is signed, the deal is closed as Won, and its card on the whiteboard changes with it, because the card is the record itself.

Plan it, assign it, draw it.

Projects

A board by stage from Planning to Done, with health, a budget in its currency, start and target dates, and a parent project.

Tasks

An agenda by due date: overdue, today, tomorrow, this week, later. Attach a task to any contact, company or deal.

Whiteboards

Sticky notes, shapes, frames and connectors, with cards that show your records as they are now.

Boards from a template

Start from the org chart of a customer's company or the account map of a deal, laid out from its contacts.

Overview starts with your work

Each person's Overview opens on their own tasks, then on what is addressed to them.

Status, priority, milestones

Each task has a status from To do to Done, a priority and an assignee, and can be marked as a milestone.

Describe it, and the board changes.

The Agent creates tasks and projects on the records they belong to and draws on whiteboards. Deleting a board waits for your approval unless the mode is Full autonomy.

Tool registry5 of 523 tools
  • whiteboard.generateDraws a board from a description.Asks by default
  • whiteboard.updateChanges a board as described.Asks by default
  • whiteboard.restoreRevisionBrings back an earlier version of a board.Asks by default
  • record.createCreates a task or a project, as a card you approve.Always asks
  • whiteboard.deleteDeletes a board.Asks unless Full autonomy

Each square is a mode, left to right: Ask every time (the default), Auto inside the organization, Auto including replies and Full autonomy. A filled square means the Agent runs the tool in that mode without asking.

Work sits on the records it is for.

The same rules as every record.

  • Tasks and projects follow the roles and sharing of the organization.
  • A whiteboard keeps every version, and any of them can be restored.
  • A record card shows what the viewer may read of that record, and a record they may not see is not on their board at all.
  • A deleted record leaves a marked card on the board, never a stale name.

What shipped lately.

All changes

  1. Live record cards and Agent drawing on whiteboards

    A card can be a live record that follows renames and stays hidden from people who cannot see it, and the Agent can draw an org chart or an account map from your CRM data.

  2. Whiteboards for diagrams and planning

    The Whiteboards page is a canvas for shapes, sticky notes, text, frames and connectors, with snapping, multi-select and undo.

Read more.

One platform for the whole business.

Every module works on the same records, and the Agent works on them with your permissions.

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