| Tool | What it’s for | Inside it |
|---|---|---|
| Boards | Organize any work into cards and steps | Cards, steps. Link an order and the board becomes its plan |
| Inbox | Everything that needs your team: requests, feedback, bookings and approvals | Review, assign, reply, close |
| Journeys | Map a path, with branches and a start and an end | Steps, branches, linked journeys |
| Pitches | Tell your venture’s story, block by block | Blocks |
| Goals | Set goals and track them | Markers |
| Scorecards | Rank what your team should do next: requests and feedback, scored and voted on | Votes, priority |
| Snapshots | Capture where things stand, across your tools | Save snapshot |
| Action | What happens |
|---|---|
| Book | Reserves a session with an expert |
| Send order | Sends a buyer what’s included, the price and how it’s paid |
| Accept order | Agrees to an order’s terms so work can start |
| Register | Takes your seat at an event |
| Get a pass | Gets you into a whole conference or program |
| Add to schedule | Adds an event in your pass to your schedule |
| Log a note | Captures a note, private until you share it |
| Give feedback | Shares a suggestion with a team |
| Save snapshot | Captures where things stand right now |
| Copy order number | Copies an order’s reference to share or look up |