Workflow

Track internal jobs on a board — request types, assignees, and stages your team can see at a glance.

Workflow is for teams that run internal requests across people and departments — handoffs, follow-ups, and work that used to live in email threads. Log a job with a request type, assign someone, set a due date, and move it through stages everyone understands. Link a contact when you have one; comments and files stay on the job. It is a shared job board, not a sales pipeline or field-service schedule — just what is in flight and who owns it.