Workspace
Inbox, calendar, tasks, contacts, and documents in FamilyOFX.
Workspace
The bottom of the sidebar groups day-to-day collaboration tools.
| Area | Route | Purpose |
|---|---|---|
| Inbox | /inbox | Email threads, shared inbox, recorded meetings, action messages. Addresses are in Settings → Setup → Manage Inbox. See also Meeting recorder. |
| Calendar | /calendar | Events and reminders |
| Tasks | /tasks | Checklists and follow-ups |
| Contacts | /contacts | People and CRM relationships |
| Documents | /documents | File library and uploads |
See individual guides in this section.