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What is a Mission?

Updated over 2 months ago

What is a Mission?

A Mission is a focused workspace designed to bring together all data, people, and activities related to a specific goal or initiative.

Instead of information being scattered across your workspace, Missions centralize everything relevant — keeping your team aligned, collaborative, and context-aware.


Mission navigation

Explore your Mission

Open a Mission to see its full context at a glance.

The top navigation bar gives you access to:

  • Overview – Review high-level details

  • Records – Explore the people, organizations, and events driving your initiative

  • Views – Organize custom collections of related records

  • Artifacts – Store and analyze documents, transcripts, and media assets

Each section offers different information related to your Mission:


Overview tab

The Overview tab is your Mission’s home base — showing the title, description, and status.


Records tab

The Records tab displays all records in your Mission — including People, Organizations, and Events — in an organized, filterable Table view.

You can search, sort, and drill into details about each record to explore how it fits within your Mission.

Records can be viewed two ways:

Table view

A sortable, filterable list of all Mission records.

  • Sort by Name, Type, or Last Updated

  • Filter by record type: People, Organizations, or Events

  • Filter by Views

  • Click any record to open a preview panel with key details

Go to your Mission, open the Display menu, and choose Table View to easily browse and manage large sets of records.

Graph view

A dynamic visualization of how records connect.

  • Each node represents a record; lines show relationships

  • Zoom, pan, and filter by record type for clarity

  • Click nodes to view record insights and relationships

Go to your Mission, open the Display menu, and choose Graph View to uncover collaboration patterns and network dynamics.


Views section

Curate and share your own perspectives.

The Views tab holds all saved record collections within the Mission.

  • Create new Views by filtering and saving subsets of records

  • Add descriptions and share with teammates

  • Manage Views as the Mission evolves

Use Views to focus on specific aspects of your data records without cluttering your main workspace.


Artifacts section

Centralize your reference materials.

The Artifacts tab holds all artifact collections within the Mission.

  • Upload Artifacts

  • Extract names, organizations, and events from supported file types

  • Preview or download files instantly

Use Artifacts to store evidence, analyze materials, and generate actionable intelligence.

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