Home

Hello User

Here’s a quick snapshot of your day.

Projects

    Tasks

      Calendar

        Monitor

        Time Tracking

        0.0h
        Avg this week
        Average time 0.0 hours

        Automations

        Team KPIs

        Revenue (MTD)
        Utilization
        CSAT
        Cycle Time

        Assistant

        Let Donna help you plan.

        Activity trend
        Updates Conversations Triggers

        Unified Inbox

        Select a message to view the thread.

        Chat

        Select a group

        Email

        Inbox

        Select a thread to view.

        Projects

        Projects

        New Project

        Invite members
          Delegate to (org users)
            Add tags for segmentation
            Group
              Groups will automatically share the project with all its members.
              Departments
                Departments added here will receive a system message in their groups’ chats.

                Office

                Time Tracking

                Timer

                00:00:00

                Entries

                TaskStartedEndedDurationBillableMemo

                Automations

                Calendar

                Notes

                Notebook

                  CRM

                  Lead
                  Qualified
                  Proposal
                  Won
                  Lost

                  Client Onboarding

                  Web Elements

                  Sequences

                    Editor

                    
                                

                    Brand DNA Profile

                    Preview & Guardrails

                    
                                

                    Finances

                    Team Portal

                    Internal resources, announcements, and quick links live here.

                    Business Twin

                    Velocity

                    Utilization

                    Inbox Response Time

                    Integrations

                    Connect external apps and services.

                    Client Portal

                    Read-only project snapshots and approvals appear here based on access.

                    Admin