Resources & GuidesUnderstand the basics.
Understand the basics.
Make a useful start.
Short guides to responsibility, structured work, conversations and money records. Written for the people using them.
01
Work & responsibility · 3 minute read
How to delegate tasks with clear ownership
A practical starting point for delegating work with clear ownership and useful context.
Read the guide02
Product basics · 3 minute read
Task, Karma or Project: which should you use?
Choose a useful structure for an action, an information record or a larger piece of work.
Read the guide03
Contacts & conversations · 3 minute read
Record customer conversations without extra tasks
Use Updates to preserve useful context without filling the task list with notes.
Read the guide04
Money basics · 3 minute read
Expenses, income, receipts and payments explained
Understand expenses, income, receipts, payments and vaults as distinct kinds of money records.
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