Workspace

Inbox, calendar, tasks, contacts, and documents in FamilyOFX.

Workspace

The bottom of the sidebar groups day-to-day collaboration tools.

AreaRoutePurpose
Inbox/inboxEmail threads, shared inbox, action messages
Calendar/calendarEvents and reminders
Tasks/tasksChecklists and follow-ups
Contacts/contactsPeople and CRM relationships
Documents/documentsFile library and uploads

See individual guides in this section.