Overview
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Projects by status
Events by type
Inquiry channels
Inventory status
Org chart
Team hierarchy and workloads
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Projects
| Project | Type | Area | Manager | Status | End date |
|---|
Events
| Event | Type | Date | Location | Attendance | Status |
|---|
Staff
| Name | Title | Team | Skills | Hire date |
|---|
Inventory
| Item | Category | Type | On hand | Reorder at | Location | Status |
|---|
Customer inquiries
| Customer | Type | Channel | Date | Project | Satisfaction | Status |
|---|
Notifications
Workflow tracking
▸ Show archived (Sent) notifications
RFA inbox
Review requests from project managers
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Welcome!
Submit a Request for Assistance to notify your community about an active project.
Recent RFAs
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My RFAs
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Workflow status
Track task progress and approve maps
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Workspaces
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Add a new client workspace
1. Create data/workspaces/client-name/
2. Add CSV files
3. Restart the server
Users
| Name | Team | Skills | Role | Status | Actions |
|---|
Business settings
Branding, colors, staff, and workflow configuration
Branding
Click to upload logo
Color scheme
Presets
Staff — name, email & skills
Edit display name, email, skills, and who each person reports to.
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Workflow overrides
Reassign tasks or force-complete entire workflows.
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ML playground
Build predictive models from any table — submit findings to your manager
1 — Select dataset
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ML findings
Review submitted model results from your analysts
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