Channels

What is a category?

A category can represent project types, business areas, workgroups, teams, or departments. Each category can have its own custom fields and settings.

At the category level, you configure the fields that apply to the workflows within that category. Depending on your tasks, you can add fields such as:

• Project manager
• Completion dates
• Other relevant details

Create a category:
Click the menu in your space and select "Create category".

What is a channel?

In each space, you can create channels that organize your work by topics, products, departments, or projects.

In a channel, you and your team can:

• Chat
• Make video calls
• Hold meetings
• Manage tasks
• Handle all other workflow-related activities

You can choose between two types of channels:

• Public channel: Accessible to all users with permission based on their role.
• Private channel: Only accessible to those who are directly invited, regardless of permissions.

Create a channel:
Click the menu in your space and select "Create flow".

What is a thread?

A thread is used within each channel to keep conversations and work materials organized around specific tasks or topics. Perfect for clear, coherent discussions.

Create a thread:
Right-click the channel and select "Create thread".

Tips for structure

• Create categories to group projects, teams, or business areas
• Create channels for topics, products, or projects
• Use threads to keep conversations and materials organized
• Use public channels for general access and private channels for restricted access

A well-structured hierarchy ensures smooth communication and efficient workflows.

Learn more:

Organize the project in Boards

Share documents and images in Files

Start a thread in Messages