Operations Quick Start
Organize tasks, reminders, documents, and team workflows.
Get started in minutes
- Go to `Operations` in the top nav.
- Create your first task and assign it.
- Set reminders for key deadlines.
Core workflows
Create and assign tasks
- Go to `Operations` → `Tasks`.
- Click `New Task`.
- Assign a teammate and due date.
Set reminders
- Go to `Operations` → `Reminders`.
- Add the deadline and frequency.
- Save to activate alerts.
Store key documents
- Go to `Operations` → `Documents`.
- Upload files and organize folders.
- Share links with your team.
Invite team or board members
- Go to `Operations` → `Team`.
- Click `Invite` and add their email.
- Assign the right role.
Quick tips
- Use tags or projects to group related tasks.
- Keep board files in one shared folder.
- Review reminders weekly to avoid missed deadlines.
FAQ
Where can I see operations analytics?
Go to `Operations` → `Analytics` for workload and risk insights.
Can I track budgets here?
Yes—use the `Budget Builder` under Operations.
How do I update team permissions?
Go to `Operations` → `Team` and edit member roles.