Getting started
SRVO brings your workspace, records, and time tracking into one place. The demo uses sample data. Some actions only show a preview.
Open your workspace
To switch workspace: 1. Select the workspace name in the lower-left account area. 2. Choose a workspace from the list. To change the language or display settings, open Account and choose Language, Theme, or Density.
To open a module: 1. Select the module switcher at the top left. 2. Choose Boards, Track, or another available module. The sidebar changes to show that module’s pages. Home, Inbox, and My tasks stay available.
Find your work
To open a recent page: select a card under Continue where you left off on Home. To open something by name, use Search or Open command palette. Search shows only items available to your account.
To open a record: select it in a Table, Board, Calendar, or Timeline view. Select Peek for a quick view, or open it as a full page.
Make a change
To create an item in the current module: select Create in this module or use the New record action where it appears. Changes in the demo may be local to this browser. Some actions in the demo are simulations. They do not connect to another service or publish code.
Use Keyboard shortcuts to see the shortcuts available on the current screen. Press ? to open the shortcut list.