Team Management
Codify how your team actually works: configurable stages, transitions and hand-offs in a shared, no-code workspace. Describe the process in plain language and AI drafts the workflow; you refine every stage before saving.
Every hand-off has a rule
Work moves through the stages you designed, and every edge declares how it moves forward: an operator clicks, a rule fires, or a timer expires. Nothing advances outside the workflow.
- Three transition typesManual (operator click), Automatic (rule-based) or Time-based. You pick one per edge, in the editor.
- Auto-advance on real conditionsWhen all tasks are done, When a specific task is done, When variants are approved. The engine moves the work the moment the condition is met.
- Side effects on entryActions that run automatically when a project enters a stage: create a task, notify a role, auto-archive, publish to Meta.
SOPs that live inside the work
A SOP here is not a document nobody reads. It is the process itself: checklists and instructions attached to the exact stage where the work happens, saved and versioned with the workflow.
- A Checklist on the stageSpell out what to check and why with an instruction for operators. Items get ticked where the work sits, not in a separate wiki.
- Describe your process (SOP)Type it in plain language and AI drafts stages and transitions: Describe, Refine, Review, then Save & open in editor. Edits with AI show a readable diff and apply only after your confirm.
- Versioned on every saveEvery save is a snapshot in Version history. Restore creates a new version from any snapshot, so the trail is never lost.
One suite, zero seams
Where it plugs into the suite
Modules read and write the same data. These links are live in the product, not integrations you have to build.
Questions, answered
Any step-by-step process your team runs repeatedly: supplier onboarding, refund escalations, content production, QA reviews. You define the stages, who owns each one (Required role), and how work moves forward: manual click, rule-based, or time-based transitions.
See Team Management on your store.
Fifteen minutes, your data, the whole suite around it.