Everything you need to stay organized and effective
This workspace brings each user's tasks, calendar, files, integrations, and AI tools into one personal command center so nothing slips through the cracks. Whether you're planning your day, reviewing documents, or asking questions about your work, "Me" keeps everything accessible and connected.
Core Resources in "Me"
My Tasks
See all your tasks in one centralized list with priority visibility and daily execution focus.
- Centralized task list
- Priority visibility
- Daily execution focus
- Progress tracking
My Calendar
Align tasks and calendar for time-based planning and better scheduling.
- Task and calendar alignment
- Time-based planning
- Meeting visibility
- Schedule management
My Files
Personal document storage with fast retrieval and organized access.
- Personal document storage
- Fast retrieval
- Organized access
- Secure storage
My Knowledge
Custom knowledge uploads for AI-ready documentation and SOPs.
- Custom knowledge uploads
- AI-ready documentation
- SOP storage
- Personal reference library
My AI Insights
Automated insight generation with trend detection tailored to your work.
- Automated insight generation
- Trend detection
- Personalized recommendations
- Actionable alerts
My Integrations
Connect your tools like Gmail, Calendar, and Drive for contextual data access.
- Gmail integration
- Calendar sync
- Drive connection
- Contextual data access
My AI Settings
Configure AI exclusions and user-level control for cleaner, more relevant insights.
- AI exclusions
- User-level control
- Privacy settings
- Cleaner insights
My Profile
Manage your user details and maintain consistent contact data.
- User detail management
- Contact data
- Profile settings
- Preferences
"Me" is part of the People module
Our features are organized into modules that help you command every part of your business—People, Property, Pipeline, Performance, and Process. Everything works together to save time, reduce frustration, and drive the business forward.
People
Build a workforce you can trust supported by clear roles, accountability, and consistent records. Our People module centralizes workforce data, accountability, recruiting, and performance tracking so roles stay clear, teams stay aligned, and labor decisions are based on real visibility.
Learn MoreYour day, organized and connected
Bring tasks, calendar, files, and AI together in one personal workspace so nothing slips through the cracks.