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Your Missions

Focused, shared spaces scoped to a single thread of work — with their own Files and Artifacts.

What are Missions

A Mission is a focused, shared space scoped to a single thread of work — think of it like a project folder. Your Workspace is already collaborative on its own; a Mission lets you go a layer deeper, giving one specific effort its own home so the outputs and files that belong to it don't get scattered across conversations.

A Mission scopes two things:

  • Artifacts — saved reports, summaries, and other outputs produced for that thread of work.
  • Files — files relevant to that thread of work.

The Workspace is the rollup of everything in the system; a Mission is a filtered view of it.  A Mission doesn't hold records — People, Organizations, and Events live at the Workspace level regardless of what Mission you're working in.  The Mission's page shows just the Files and Artifacts scoped to that thread of work.  

Finding your way within a Mission

Where to find it: Missions in the main navigation.

The Missions index shows a card for every Mission in your Workspace — name, description, and a sense of what's inside at a glance.

Open a Mission and everything scoped to it lives on a single page: the Mission's Artifacts and its Files, together, with the Mission's description up top for context.

Moving things in and out. Select one or more items on the Mission's page and use the controls in the page header to move them — into another Mission, or out to the Workspace level. Moving something never deletes it; everything scoped to a Mission still exists at the Workspace level too.

Creating and managing a Mission

Note: creating and deleting a Mission are Admin-only actions. Every user can view, work within, and save to any Mission that exists.

Create a Mission

You can create a Mission two ways:

  • Find / Create in the sidebar (⌘K) → Create → Mission.
  • From the Missions index page, using Create in the top right.

When you create a Mission, add a description — this is how you give the Mission its context: what the thread of work actually is, so anyone opening it understands its scope.

Delete a Mission

From the Mission's own page, open the kebab menu (top right) and choose Delete.

Deleting a Mission removes the Mission itself, but not what's inside it — Artifacts and context files move up to exist at the Workspace level and need to be deleted separately.