Tab Guide · tab
Tasks tab
Task tracking and delegation, with contacts and follow-ups.
Updated 2026-02-13
Tasks
Tasks are your system of record for commitments.
Use Tasks to:
- Create tasks with due dates and priority
- Delegate tasks to contacts
- Track status and follow-ups
Related:
- The **Contacts** view supports one-click email/WhatsApp links for delegation.
Related
Dashboard tab
Home base: overview widgets, quick actions, and (optional) realtime voice assistant.
Search tab
Global search across modules with filters and saved views.
Inbox tab
Unified inbox for triage: New → Reply → Waiting → Done. Includes capture and SLA views.
Messages tab
Threaded internal messaging: track conversations connected to work.
Notifications
In-app notification feed for updates, invites, reminders, and system events.
Automations tab
Rules engine for safe triage actions and routing.
Connectors tab
Connector health, backoff status, and manual sync controls.
Health (WHOOP) tab
Connect WHOOP, configure widgets, and explore API data (owner-only).
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