Admin – Docs

Home
/
Admin

AI Assistant – Process Documents

AI Assistant Knowledge Base Documents Knowledge Base Documents provide the AI Assistant with organization-specific information that can be used when responding to users. Documents uploaded to the Knowledge Base help […]

AI Assistant – Prompt Settings

AI Assistant Prompt Settings Prompt Settings control how the AI Assistant behaves and responds within your organization. These settings allow administrators to provide instructions that guide the assistant’s tone, priorities, […]

Personal Asana Account Sync

Clicking Connect Asana under “Personal Connection Status” from the Asana Integration page authorizes your Asana account using OAuth so that the two systems can sync your Tasks and your Projects from Asana to this system.

Organization-level Asana Integration

These settings are required one time per organization and must be completed by an administrator. They allow this system to securely communicate with your company’s Asana workspace. This section configures […]

Asana Connect

You can integrate directly with Asana to keep your and perfectly in sync. Once connected, updates flow both ways — meaning changes made in either platform automatically appear in the […]

OpenAI API Key Setup

Using a service account API key is essential for security and consistent access to your entire workspace, ensuring all meeting notes and data are captured effectively.

Employee Review Frequency Setting

The Employee Review Frequency setting in Administration >> Company Settings determines how often performance reviews are conducted within your organization. Available options include: Important Considerations Changing the Employee Review Frequency […]

Company Default Timezone

The Timezone setting in Administration >> Company Settings determines the default timezone for your organization. This default timezone is automatically applied to users who have not selected a personal timezone […]

NAICS Code in Company Settings?

NAICS stands for North American Industry Classification System. It’s a standard system used by government agencies and businesses to classify companies into specific industry categories based on their primary business […]

Naming Conventions

Make the app your own by renaming all aspects of the application via Company Settings >> Naming Conventions.

Global Rock Settings

Change or update defaults for Projects for your entire organization from Administration >> Project Settings.

Bulk Import/Export Project and Task Data

Learn how to export project and task data to edit in a CSV editor, like Excel, and then re-import in bulk into the application.