Guide
Work surface
Use tasks, boards, objects, updates, digests, and handoffs that stay current from evidence.
What Work is
Work is the operating surface Timeline keeps current from captured evidence. It brings tasks, boards, objects, comments, updates, digests, and handoffs together without asking teammates to maintain a separate tracker.
- Tasks and boards show owners, status, blockers, due dates, and source evidence.
- Object pages keep people, companies, projects, deals, documents, and tasks tied to the event history.
- Updates, digests, and handoffs are generated from the current work state with citations.
How it stays current
Timeline extracts proposed state from conversations, email, meetings, documents, and integrations, then keeps receipts attached so changes can be reviewed.
- Raw events stay intact; summaries can change without rewriting source evidence.
- Important state can go through human review before it becomes canonical.
- Use manual edits for judgment, not for retyping what already happened.