Module reference

The objects and boards every workspace runs on.

• BoardKanban with tenant-defined swimlanes.
• CalendarYear, month, week and day views with holidays and connected calendars.
• DashboardRead-only KPI surface across every module.
• ProjectsContainers for tasks with health and portfolio rollups.
• Smart captureTurn a freeform sentence into a task and subtasks, no LLM required.
• 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.
• TimelineGantt-style layout for tasks with start and due dates.
• ViewsGroup-by and conditional formatting with a saveable AST.

Roll work up into projects and portfolios.

• Formula fieldsTenant-authored computed fields with a deterministic AST.
• 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 future-you can find it.

• Diagram StudioFlowcharts, architecture diagrams, entity models and mind maps, drawn or generated.
• WikiTenant-scoped 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 with rich text, mentions, and attachment drops.
• 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 linksTokenized read-only (or comment-scope) links to tasks, wiki, and views.
• 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 triageKeyboard-only GTD flow, one card at a time.
• JournalDaily journaling tied to your task replica: 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 the last seven days 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.

Bring the rest of your stack into Atlas.

• IntegrationsEvery connector Atlas offers, what it does, and whether it is connected.
• WebhooksHMAC-signed outbound webhooks with retries, backoff, and a delivery log.

Measure throughput, capacity, and outcomes.

• ReportsCross-cutting analytics: throughput, cycle-time, on-time rate, and capacity.

Governance, audit, and the operator surface.

• ActivityTenant-wide audit stream: who did what, when, and where.
• Audit logAppend-only record of every consequential action, per tenant.
• AutomationsWhen-then rules with a dropdown builder and a template gallery.
• LabelsTenant-wide tag system shared across tasks, projects, webhooks, and more.

Standalone CRM and the Growth Hub cockpit.

• Growth HubA command center that connects standalone business modules without owning them.
• Module DirectoryA plain-English map of what every Atlas module owns.
• 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 what has now happened four times.
• 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.
• Template libraryThree hundred and thirty-three ready-made checklists, applied to your list in one press.
• TemplatesThe task you keep retyping, saved once and applied to any project.