Tasks, files and KPIs
Your team's tasks, files, numbers and updates.
- Create and assign a taskAdd a task for your team, give it a due date and priority, and assign it to someone.
- Change a task's status and comment on itMove tasks from To do to Completed, add subtasks and comments, and switch between list, board and calendar.
- Upload files and make foldersUpload files to your workspace, put them in folders, write documents from templates, and restore what you deleted.
- Share a file or documentGive people access to a file or document, choose who in general can see it, or turn on a link anyone can open.
- Track your KPIs and add a metricEnter your monthly numbers, watch runway and MRR, import a spreadsheet, and add your own metrics.
- Send a monthly investor updateWrite a short update with last month's numbers and send it by email to the investors in your CRM.
- Invite a teammate to your companyInvite people to your company's workspace by email, give them a role, and manage the team from the workspace hub.