Working with your team
Tasks, mentions, internal notes and messaging.
3 guides13 min in all
Videos
Guides
Using tasksThe shared to-do board for everything that is not a visit — follow-ups, chasing forms, onboarding steps — assigned and tracked.5 minOpening panels side by sideUse split view on desktop to keep supported panels open beside your main workspace. Learn how to close and resize the panel while you work.5 minMentioning teammatesType @ to tag a colleague in a note, task, or lead — they get an in-app notification that takes them straight to what you wrote.3 min
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