Help · Surface
Work
Projects, leads, partners and events, with their goals, tasks, issues, decisions, documents and the one conversation on each.
Where
| Client | Reach it |
|---|---|
| Mac | ⌘3; Mine is ⌥⌘3 |
| iPhone and iPad | The Work tab |
| Web | /work |
Shape
When signed out on web, the page shows a centered card with the Work heading and one sign-in action.
On Mac and web the rail is a jump list: Overview, then SUBJECTS with Browse at its foot. INBOX and MINE are Overview's two columns, each with its filter beside its heading; on a wide window each column scrolls on its own. Quick Notes has a separate list below INBOX in that same scroll column, and UNOWNED a separate list below MINE in its column. Every one of these headers folds: click its chevron to close or open the list; each device remembers its own folds. Web search is the shared ⌘K palette, opened from the header search button or the keyboard shortcut. On iPad the Work tab follows the Mac: a sidebar of Overview, then SUBJECTS with Browse at its foot, and Overview shows INBOX with Quick Notes below it in one column and MINE with UNOWNED below it in the other. On iPhone, and on an iPad in a narrow Split View, the Work tab is one list: Today, then INBOX, Quick Notes, MINE and UNOWNED as separate sections, then SUBJECTS. On every device INBOX, Quick Notes, MINE and UNOWNED stay separate lists; they are never merged into one. The column shows what you chose. The inspector shows the one item you chose inside the column. On Mac, the selected task, issue or Quick Note stays marked in its list while the inspector shows it.
A subject's context groups (Team, Agents, Work, Relationship, About and Views) sit beside its panes on Mac and web, and at the top of the subject overview on iOS. Choosing a person or agent opens their direct message in Team.
Mine and each subject's Tasks pane list open tasks. Recently finished keeps your completed or cancelled tasks and closed GitHub issues from the last seven days, newest first. Choose it in Mine's filter menu, under Due, on every client: it replaces the open list until you choose another Due option or Reset. Choose Reopen to put one back into open work. Home's QUICK ACCESS module is what you opened, not what you completed. To find older closed GitHub issues, open a project's Issues pane and set State to Closed; Order can sort by Recently updated.
On Mac, the Work tab includes the open subject or direct item in its title, such as Work — Project name; returning to Overview clears the item title.
When filing a Quick Note, the destination picker searches as you type. It searches projects and leads beyond the first page, and filters the conversation list in place. The choices stay cached for five minutes and clear when their source lists change or the owner signs out.
New leads and projects require an organization. Search the Core directory in the Organization picker on Mac, iPhone/iPad or web; when no exact match exists, create the organization from that picker. Editing older unassociated records remains possible.
In Mac Browse, leads use the same openable subject rows as projects, with the organization logo when available and a lead icon when one is not on file.
Browse → EVENTS lists upcoming events. Each row shows the days remaining, or Today when the event is today.
The same searchable picker is used for long subject, assignee, owner and goal choices in Work task and goal forms, and Mac's board filters. Calendar source choices in the event editor use it on all three clients. Web CMS relation and time-zone fields use it too. Each list keeps its existing order; short fixed choices such as status and responsibility stay compact.
| Destination | Holds |
|---|---|
| Overview | Today's meetings, INBOX above Quick Notes in one column, and MINE beside them; the column with nothing chosen. On Mac, a task or issue from either list, or a Quick Note or document, opens in the right inspector and keeps the lists visible |
| INBOX | Items you need to resolve; each row leaves when resolved. Overdue tasks and assignment reminders start off because MINE and subject Tasks / Issues already list that work; turn them on in Settings → Work → Inbox if you want reminders. Decisions an agent asked you name their sender and come first, overdue first ([Answer a decision](../howto/answer-a-decision.md)) |
| Quick Notes | Captured notes without a subject, in their own list below INBOX. File… or delete a note here |
| MINE | What you owe, by when. Complete a task from its row: it starts fading out immediately on the web and iPhone/iPad, while Mac shows its completed mark. Right-click a task (long-press on the phone) for Done or Cancel Task, and an issue for Close issue, Close as not planned or Reopen issue. A failed write restores the task. The same menu is on every list that shows them |
| UNOWNED | Open work on any open subject that nobody on Envisioning's side holds: a task with no assignee that the client does not owe, and a GitHub issue with no assignee and no agent:* stage label. Same order and rows as MINE; its filter menu shows Tasks (the default), GitHub issues or All work, then Subjects: one checkmark per subject with unowned work of that type; uncheck one to hide its rows, and Show all subjects brings them back. Both are remembered on each device. A row you complete, cancel, close or assign leaves the list at once. Right-click a row (long-press on the phone) and choose Assign to ▸ a teammate (you are first, as Me): a task becomes theirs on Envisioning's side, an issue gets their GitHub username as its assignee (teammates with no GitHub username cannot take an issue). Shown only when there is something in it, and a row leaves the list once someone holds it |
| Recently finished | A choice in MINE's filter menu: your own recently completed or cancelled tasks and closed issues, in place of the open list; Reopen puts the row back into open work |
| SUBJECTS | Every open subject, starred first, the ones with new talk first |
| A subject | Its Overview: Talk beside Goals / Tasks / Issues / Decisions / Documents / History; metadata, open goals and Fields in the inspector. Context groups fold independently; choosing someone in Team or Agents opens their direct message. On the web, goals head the Tasks pane and decisions head History, and Fields is a tab after History |
| Fields | Every field Core's registry lists for the record behind a project, lead or partner, grouped as Core groups them. Change what you need, then Save; Revert drops the draft. Core decides what you may change. On the web, text, numbers, dates, toggles and choices edit in place; relations, lists, countries and industries show read-only and edit on the Mac, the phone or in Core. An event's fields are its Event page |
| Sales | An optional section inside Work for leads; switched on in Settings → Work |
| Signals | On the web, with Sales on: every Signals account in the CRM at /work/signals. Pipeline shows a column per stage (Target, Contacted, Demoed, Testing, Active); List shows one list, overdue first, then no owner, then no next task. Not now and lost accounts fold below. Drag a card to another column to move the account in Core. A card opens the account pane: stage and owner pickers (both write to Core), contact, license, trial, partnership, usage with its age, trial terms, Partner 50 years, demo learning and the account's tasks. People shows everyone on the funnel: prospects by outreach state (To notify, Notified, Replied, Interested) and the people already using Signals. Change a person's state, open Core's mail draft, and take a suggestion: move the account to Contacted, or add a task to book a demo. Nothing moves by itself. A person entering outreach puts their organization on the pipeline at Target. Needs review lists people with no organization and Signals users whose email matches more than one contact. Everything else is edited in Core. Mac and iPhone follow |
Controls
| Control | Does | Shortcut |
|---|---|---|
| New Project… / New Lead… / New Document / New Quick Note… | The + menu; new leads and projects require an organization, searchable or created from the picker | — |
| Edit details… | Update a project's organization, contacts, name, status, dates, URL and description | project menu on Mac; subject menu on iPhone and iPad |
| New Task | A task on the open subject; on a project it names the goal it serves | ⌥⌘T |
| New Goal | A goal on the open project: title, target date, owner. A goal row settles as Met or Dropped, and reopens | Overview header + |
| Record Decision | A decision on the open subject, citing a live goal when there is one. Written once. Starlings posts a line about it in the channel | Overview header + |
| Open Decision | A decision in INBOX: the sender, context and links, and a button per option with the recommended one marked. Choose one to answer, with an optional note; on the Mac, press Answer to send the selection. The row's menu lists each option as Answer: … | decision row menu |
| Mark as Decision | The channel line, verbatim, becomes a decision on the subject | line menu |
| More message actions | On a Talk message: reply, react (including to your own), copy, mark as a decision, save your own text as a Quick Note copy, or edit and withdraw your own message | message menu |
| Save as Quick Note | Copies your message text into your private Quick Notes list; the original stays in Talk. Use File… on the copy to triage it into shared work | your message menu |
| Submit answer | Sends the selected options for a multiple-select question. A single choice is sent when selected. Questions gather information; they do not approve an action | interactive question |
| New Issue | An issue on the open subject's repository | ⌥⌘I |
| New Document | A document filed on the open subject | ⌥⌘D |
| Float Document | The document open in the inspector, in a window of its own that stays on top (Mac) | ⇧⌘F |
| Meet about this | Opens your room with the subject attached, so the record files there | — |
| Message | Opens a person's or agent's direct message in Team from the subject context | person row |
| Overview | Back to the lounge | ⌥⌘0 |
| Back / Forward | Through what you opened | ⌘[ / ⌘] |
| Show Right Sidebar / Hide Right Sidebar | Show or hide the selected item's context panel; the web defaults to closed and remembers an open panel per surface | header on web; toolbar on Mac |
| Board | The card board in the column (Mac only; not on the phone or the web) | toolbar |
| Search | Mac: Subjects and Docs with this window's scope; web: global search. Type in a searchable picker to narrow its list. File Quick Note searches projects and leads beyond the first page | ⌘F on Mac; ⌘K on web |
| Filters | Narrow the open task or issue list by its available facets | list header |
| State | Show Open, Closed or All GitHub issues; ordering is a separate choice | a project's Issues pane |
| Core | The Core layer beneath Work: organizations, contacts, notes, offers, edited in place. Mac and iPhone browse it entity by entity; the web finds Core entities and records in Search instead, and opens anything that is not a subject on Core's own page | Work menu ▸ Core |
| Keep vault | Mac and iPhone: opens the project's vault in Keep. Web: says to open it on Mac or iPhone, with the download links; a browser never holds vault keys and the web shows no vault material | project menu |
| File on GitHub | Turns a task into an issue on the linked repository, from the task row | row menu |
| Star / Unstar | Keeps a CRM/CMS subject, task or issue in Home's QUICK ACCESS list; subject stars also lift it to the top of SUBJECTS | row menu; a top-left star badge marks starred rows |
| Hand off to %@ | Gives a card to an agent: drop it on the agent in the sidebar, or use the card's menu. The hand-off is a message to the agent that carries the card | drag, or the card menu |
Row menus (web)
Every Work row you can act on has a menu. Open it with the … on the row, a right-click, or ⇧F10. The … shows when the pointer is over the row or the row has focus; on a touch screen it is always there. A top-left star badge marks a starred row; Star / Unstar stays in the row menu. The groups and their order come from one registry across the clients; each client omits actions it cannot perform. The Mac marks destructive actions in red.
| Row | Menu |
|---|---|
| A subject, in SUBJECTS and Browse | Star, Mute / Open, Edit details… / Open tasks, Open issues, New task, New issue / Keep vault (a project), Open in Core. A partner: Star, Mute / Open, Open talk, Open history / Open tasks, New task / Open in Core |
| A task, in MINE, INBOX and a subject's Tasks | Done, Cancel task / its door / File on GitHub / Open in Core / Star. A proposed task: Accept, Decline / its door / Open in Core |
| An issue, in MINE and a subject's Issues | Close issue, Close as not planned, or Reopen issue / Open in Core / Star. Assigned to you in INBOX: also Seen and Open repo#n |
| INBOX: unread talk | Open the subject / Mark as read, Mute / Open in Core |
| Quick Notes | File… / Delete |
| INBOX: a sales touch | Start a lead… / Dismiss, Copy contact email |
| INBOX: a document comment | Open document, Open the subject / Resolve / Open in Core |
| INBOX: a booking | Open in Calendar, Copy contact email / Dismiss |
| INBOX: interest | Copy contact email / Dismiss |
| A goal | Met, Drop; or Reopen |
The web leaves out what it cannot do yet: Rename… on a subject, Meet about this and Link GitHub repository…. Keep vault on the web is a handoff to Mac and iPhone, never a vault. A decision row has no menu, as on the Mac.
Task and issue lists share one native filter scope: status and search stay visible, facet choices open from Filters, and sorting remains separate. Task facets are responsible party, assignee and due date; issue facets are labels, assignee and milestone. On the web, you can read details and activity, and take the same actions with repository pickers. A direct task link opens that task's details; Edit task opens its editor.
Leads to
A subject's Talk is the conversation on it; a person in it opens team. A document opens in docs.
A chip under a line in Talk opens what the line is about, and reads as a link when it does: a task or an issue opens in place; a decision opens History and a goal opens Tasks (both open Overview on iPhone and iPad); a pull request, commit, CI run or release opens on GitHub. A meeting's chip is a label.
Where it works
| Capability | macOS Host | macOS Join | Web | iOS / iPadOS | Agent access |
|---|---|---|---|---|---|
| Projects and leads, with their tasks and issues | Works | Works | Works | Works | search (MCP), open (MCP), task (MCP), record_decision (MCP), set_goal (MCP), meet://subject/{kind}/{id}, meet://subjects/{kind}, meet://board/{days}, /api/crm/tasks, /api/crm/mine, /api/crm/recently-closed, /api/crm/unowned, /api/crm/goals, /api/crm/decisions, /api/crm/subjects, /api/crm/organizations |
| Issues that read like GitHub's own | Works | Works | Partial | Works | create_issue (MCP), /api/crm/issue |
| Channels on the work itself | Works | Works | Works | Works | send_message (MCP), meet://thread/{id} |
| Interaction history on a project or lead | Works | Works | Works | Works | meet://feed/{limit}, /api/crm/feed |
| Meet about a project or lead | Works | Not available | Not available | Works | — |
| Read a task directly from Mine | Works | Works | Works | Works | — |
| Goals on a project, decisions on any subject | Works | Works | Works | Works | search (MCP), open (MCP), record_decision (MCP), set_goal (MCP), task (MCP), transcript (MCP), meet://subject/{kind}/{id}, /api/crm/goals, /api/crm/decisions |
| Interactive questions in agent conversations | Works | Works | Works | Works | HMAC callback: /api/internal/channel-events |
| A queue of decisions waiting on you | Works | Works | Works | Works | ask_decision (MCP), now (MCP), open (MCP), meet://subject/{kind}/{id}, /api/decision-asks |
Verified · docs/help/surfaces/work.md