Find the work and the information around it. Bring linked emails, files, conversations, and operational records into context around the clients, projects, sites, and assets they concern.
Open a client, project, site, or asset to find its related work, emails, and files from connected sources. Search linked content without remembering which application or folder held the answer.
Link content directly, use entity mentions, or apply configured identity mappings. Retain the original source, source revision when available, and the reason for the relationship. Review uncertain matches before accepting a link.
Bring relevant queues, assignments, and exceptions to the dashboard. Let a summary lead directly into the underlying records and decision.
A count tells you there is work to do. A linked view lets you see which records, which owners, and which blockers make up that count.
Follow changes, completions, and review activity around the record in question. Retain the connection between an event and the work it affects.
Discovery brings different record types into one search surface. Following a relationship reveals the operational context behind a status.
Interface reference · sample recordsThe useful answer to “on hold” is the evidence, owner, and decision behind it. Connected records provide a route from the dashboard into that work.
Choose a template, shape your workspace, and try the work for yourself. The sandbox is free forever.