Team Collaboration
Teamwork

Work discussions no longer lost in chat threads

Conversations attach directly to invoices, orders, or projects, ensuring contextual decision-making.

-45%
coordination meetings
1
place for decision history
clear
ownership for each action
What you get

Team Collaboration core features

Contextual Comments

Leave notes and comments directly inside transaction files or project cards. Teams grasp context instantly without switching to external chat tools.

Mentions & Task Assignment

Tag team members with @mentions to share updates or delegate tasks. Instantly convert comments into action items with explicit due dates.

Centralized File Attachments

Upload and store supporting files directly inside relevant work records. Authorized team members access current files without losing version histories.

Smart Notification Digest

Receive periodic consolidated daily activity updates without interrupting deep work. The system filters alerts to highlight only items needing action.

Automated Activity Timeline

Tracks data edits, approvals, and team comments chronologically. Promotes operational transparency and simplifies audit trail tracking.

Discussion Access Control

Configures comment and attachment visibility based on user authority levels or departments. Protects sensitive information while enabling smooth cross-team collaboration.

Workflow

How the process works

Step 01

Open work record

Learn more about this step
Step 02

Discuss in-place

Learn more about this step
Step 03

Set follow-up task

Learn more about this step
Step 04

Complete & archive

Learn more about this step