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Your workspace overview — tasks, inbox and installed apps.
Priority Inbox
Quick Actions
Recent Activity
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Installed Apps
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Daily Brief
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Inbox
Tasks and messages needing your attention
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Outlook & mobile reminders
Get alerts on your phone
Add tasks to Outlook Calendar. Outlook mobile will use the reminder time saved with each task.
Messages
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Workspace activity
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Notifications
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Room Booking
Manage and book meeting rooms
Agreements
NDAs and signed documents
Agreements & NDAs
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Compliance Calendar
ATO deadlines, custom reminders and obligation tracking
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Messages
Conversations with your advisory team
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Select a conversation
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Team & HR
Manage employees, contractors, onboarding and offboarding — all in one place.
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Tasks
Tasks, due dates and reminders across your workspace
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Outlook & mobile reminders
Get alerts on your phone
Add tasks to Outlook Calendar. Outlook mobile will use the reminder time saved with each task.
Reminder settings
Email reminders are sent before the due time. Calendar reminders work in Outlook desktop and mobile after the task is added.
Installed
Apps active in your workspace and sidebarAvailable to install
Add connected products and platform modulesVisitor Register
Sign in visitors and track who is on site
Visitors
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Settings
Workspace profile, team members and roles
Workspace
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Your account
Team members
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