Primary sections#
| Area | Use it for |
|---|---|
| Activity | live work, triage, and the next action |
| Products | the goods, services, rentals, or memberships you offer |
| Accounting | cash, close, controls, reporting, and books |
| Assets | stock, units, equipment, movements, and locations |
| Customers | customer follow-up, account hygiene, and sync health |
| Vendors | supplier records, contacts, terms, and payables setup |
| Work | one person's assignments, shift, planning, and time off |
| Employees | staffing, roster, and schedule management |
| Documents | templates, requests, and the document library |
| Processes | process library, modeling, reviews, and simulation |
| Operations | the command center for pressure, coverage, notices, and automation |
If you do not know where to start, start in Activity.
Important sub-pages inside sections#
- Accounting also has Capital for funding scenarios and readiness checks.
- Customers also has Relationships, Sync log, and customer detail.
- Employees also has Schedule.
- Documents switches between Templates, Requests, and Library.
- Operations also has Automation and automation audit history.
Quick starting points#
- What needs attention right now: Activity
- Who owns this and when are they working: Work or Employees
- Is the problem the customer, vendor, or connection health: Customers, Vendors, or Relationships
- Do we have the right catalog line, stock, or equipment: Products or Assets
- Is the blocker financial: Accounting
- Does the team need a file, template, or signature request: Documents
- Does the process itself need to be modeled or reviewed: Processes
- Is the day jammed across the whole operation: Operations
Shortcuts#
Ctrl+Alt+1throughCtrl+Alt+0jump between Activity through Processes.- Operations is still a primary section, but it does not use a number slot.