Module reference

The objects and boards every workspace runs on.

• BoardKanban with swimlanes that your team defines.
• CalendarYear, month, week and day views with holidays and connected calendars.
• CaptureTurn notes, a PDF, a photo or a sentence into tasks you check before they are created.
• DashboardWhere your work stands today, plus a board of widgets that you arrange yourself.
• ProjectsContainers for tasks with health and portfolio rollups.
• TasksThe atomic unit of work in Atlas.
• Unified searchOne query across tasks, wiki, projects, goals, and comments.

Schedule, sequence, and pace the work.

• Auto-scheduleA real schedule built from your tasks, your hours and when you think best.
• Booking pagesA public page that lets somebody book time with you, on your terms.
• CanvasYour tasks as cards on an open surface, arranged the way you think.
• GoalsOKR-style objectives and key results with automatic rollup.
• PlanningCycles, initiatives and portfolios: the three ways work is grouped above the project.
• PortfoliosGroup projects under a parent and roll up status, progress, and risk.
• Release ManagementPlan what ships, prove it is ready, and record where it went.
• TimelineGantt-style layout for tasks with start and due dates.
• ViewsGroup tasks by status, priority, assignee or project, and save the grouping.

Roll work up into projects and portfolios.

• Formula fieldsComputed values from an expression, saved for your workspace and evaluated through the API.
• WorkloadPer-assignee capacity vs. allocation heatmap.

Ship notes and close the loop with users.

• Release notesThe Atlas product changelog, in the app and on its own page.

Write it down so you can find it later.

• Diagram StudioFlowcharts, architecture diagrams, entity models and mind maps, drawn or generated.
• WikiWorkspace knowledge base with revisions and restore.

Share, notify, and work together in the open.

• ChatReal-time team messaging built into your workspace: channels, direct messages, and threads.
• CommentsThreaded comments on every task, with replies and emoji reactions.
• Email-to-taskForward an email to a unique address and get a task.
• Forms (intake)Public forms that mint tasks into a target project.
• HuddlesDrop into a live audio room, or leave a recording for people in other hours.
• MeetingsThe record of a meeting: recording, transcript, notes, decisions and the tasks that came out of it.
• Public share linksLinks that let someone open a shared task or a read-only project summary, with an optional password and expiry date.
• WhiteboardsA shared drawing surface for the thinking that does not fit in a document.

Rituals that keep your own day on track.

• AppearanceTheme, typeface, text size, density and reading direction, chosen once for every screen.
• Daily briefingYour day, written as a short script you can read or have read to you.
• Daily digestWhat is waiting for you across your tools, on one shelf of cards.
• Daily shutdownEnd-of-day review with a streak and carryover suggestion.
• FocusPomodoro timer and Eisenhower matrix on one page.
• HabitsTrack repeating routines with streak and at-risk detection.
• Inbox triageDecide on one task at a time with a single key or button.
• JournalDaily journaling tied to your tasks: context for future-you.
• NotificationsPer-user inbox of actionable events with web-push and email delivery.
• Time trackingA timer that runs while you work, and an honest record of where the fortnight went.
• Weekly reviewWhat this week actually looked like, gathered in one place to reflect on.

Automations and agents that act on your behalf.

• Agent governanceHuman-in-the-loop approvals, memory, and an activity log for AI agents.
• AgentsBuild an agent that works through your tasks and workspace on your AI provider, with approval before it changes anything.

Bring the rest of your stack into Atlas.

• IntegrationsEvery connector Atlas offers, what it does, and whether it is connected.
• WebhooksSigned webhooks with retries, a delivery log, and replay.

Measure throughput, capacity, and outcomes.

• ReportsCharts, pre-built downloadable reports and a custom report builder over your tasks, time and goals.

Governance, audit, and the operator surface.

• ActivityA feed of who did what and when across your workspace.
• Audit logA record of consequential actions in your workspace, readable by owners and administrators.
• AutomationsWhen-then rules with a dropdown builder and a template gallery.
• LabelsWorkspace labels, created once and attached to tasks and projects.

Standalone CRM and the Growth Hub cockpit.

• AppsA plain-English map of what every Atlas app owns, and why one is not in this workspace.
• Growth HubA command center that connects standalone business modules without owning them.
• Sales CRMAccounts, contacts, deals, activity, forecasting, imports, and customer timelines.

The Library, PDF Studio, contracts, and signing in one module.

• Contract HubContract lifecycle, approvals, SLAs, renewal packets, and legal evidence.
• Document SignEnvelope preparation, signer routing, reminders, certificates, and audit trails.
• Document StudioOne home for the Library, PDF Studio, contracts, and eSign.
• PDF StudioStandalone PDF upload, preview, edit, organize, protect, OCR, sign, and export.

Everything else worth a dedicated guide.

• AnalyticsThe whole workspace in numbers, from a strip of headlines down to one module.
• AppointmentsEvery booking somebody made with you, and everything you can do about it.
• Client DeliveryRun a signed engagement from acceptance to closure, with the evidence behind it.
• Client OnboardingTake every signed client from kickoff to go-live in one place.
• Client PortalThe surface your client works on: their actions, your documents, and every decision they owe you.
• DashboardsBuild a view across modules, from live data, and keep it.
• Incident ManagementRun incidents properly, then actually learn from them.
• Incident reviewsWhat happened, what changed because of it, and which failures keep coming back.
• On callWho is covering, when it changes, and where the holes are.
• PeopleThe employee record and everything that hangs off it, from hiring to payroll.
• Script automationsJavaScript that runs on the server on a schedule, when something changes, or when another system calls it.
• Template libraryReady-made checklists, applied to your list in one press.
• TemplatesThe task you keep retyping, saved once and applied to any project.