Modules overview

Choose the right modules per wrkspace — tasks, docs library, cards, reports, OKRs, and more.

Last updated June 7, 2026

Modular by design

Modules are optional capabilities inside a wrkspace. Enable what you need, skip what you don’t. The standalone Files catalog entry is disabled in v1 — uploads and external links live in the Docs library.

ModuleBest for
TasksKanban, Gantt, tags, links, comments, dependencies, assignees
DocsLibrary (folders, uploads, links) plus collaborative pages
ChatQuick live coordination
ForumAsync updates and threaded discussions
CardsCustom pipelines with configurable fields and kanban columns
CalendarMilestones, deadlines, and events
OKRsObjectives and key results linked to tasks (Plus plan and above)
DecisionsDecision records with status, rationale, and backlinks
ReportsOne report type per module — progress, workload, timelines (details)

Several modules use a setup wizard on first open instead of choosing options when you add the module:

  • Reports — pick report type and source modules
  • Cards — pick a board preset, columns, and optional custom fields

See Templates for wrkspace-level starting points that can pre-configure Cards and Reports.

Per-module guides

ModuleGuide
TasksTasks — tags, links, comments
DocsDocs library
CardsCustom card schemas
ReportsReports setup and types

Choosing modules per project

Product delivery wrkspace: Tasks + Docs + Calendar + Decisions + Reports
Ops / hiring wrkspace: Cards + Forum
Research wrkspace: Docs + Forum + Decisions
Leadership wrkspace: OKRs + Reports + Tasks

Keeping modules focused reduces noise and helps new teammates onboard faster.

Dashboard previews

Each enabled module type has a dashboard card preview that reflects real data (or a helpful empty state). Docs shows the first items from the root library; Reports shows type-specific mini charts once configured; OKRs shows the active cycle and key-result progress.

Plan limits

Some tiers limit how many modules you can enable per wrkspace. OKRs require the Plus plan or above. Upgrade from team billing settings when you need more room.

Self-hosting note

Module availability matches the hosted product on self-hosted installs. Deployment differences are covered in Self-hosting docs.