Working with your team

Tasks, mentions, internal notes and messaging.

3 articles

Using tasksThe shared to-do board for everything that is not a visit — follow-ups, chasing forms, onboarding steps — assigned and tracked.3 min read

Opening panels side by sideUse split view on desktop to keep supported panels open beside your main workspace. Learn how to close and resize the right-side panel while you work.5 min read

Mentioning 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 read

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