Card and Process Tracking
Track records, assignees, tags, and approval steps with cards.
A clearer way to work together
Bring your workflows together in one place
Organize team work with boards, cards, customizable form templates, file areas, notifications, and SQL reports.
Boards, cards, forms, and reports in one workspace.
What it offers
A shared space for team records, forms, and processes
Adapt boards and templates to your team's needs for records, forms, files, approvals, and reports.
Forms and templates
Standardize recurring work and collect form data with templates.
Document and record management
Keep files and folders organized on boards and cards.
Notifications
View board and card notifications in the notification center.
SQL Reporting
Create SQL reports from authorized template views, review results in a table, and download them as CSV or PDF.
Board Sharing and Permissions
Share boards with team members and set access permissions for their roles.