OKiDO documentation
How to work with OKiDO, step by step.
Chapters
Chapter 1 · 9 articles
Getting started
All articles in this chapterChapter 2 · 5 articles
Dashboard, Inbox and Search
All articles in this chapterChapter 3 · 10 articles
Projects
- Create a project
- Control who can see a project
- Switch between List, Board, Calendar and Gantt
- Filter, sort and group tasks
Chapter 4 · 12 articles
Tasks
- Create a task
- Break a task into subtasks
- Comment, mention people and check activity
- Follow, share or print a task
Chapter 5 · 5 articles
Approvals and request forms
- Follow up on an approval you asked for
- Create a request form
- Share a request form with people outside your organization
- Send a request through a form
Chapter 6 · 7 articles
Planning: milestones, sprints, reports
All articles in this chapterChapter 7 · 6 articles
Teams and Smart Labels
All articles in this chapterChapter 8 · 6 articles
Playbook
- Organize the Playbook with folders and processes
- Give teams access to a folder
- Write a document
- Review and publish a document
Chapter 9 · 10 articles
SOPs and runs
- Create an SOP template
- Add checklists, files and variables to steps
- Add an approval gate to a step
- Assign steps to teams and AI agents
Chapter 10 · 5 articles
Systems and decision trees
All articles in this chapterChapter 11 · 15 articles
AI
All articles in this chapterChapter 12 · 8 articles
Integrations
- Connect Claude or ChatGPT
- Ask your AI assistant to work in OKiDO
- What your AI assistant can do in OKiDO
- Create an organization API token
Chapter 13 · 9 articles
Organization administration
- Edit your organization's profile
- Invite people to your organization
- Change a member's role or Advanced AI access
- Change your plan and billing
Chapter 14 · 4 articles
Your account
4 articles
Appendix
The user guide as a PDF
Every article of this documentation in one file, with a table of contents, to print or to read offline.