OKiDOOKiDO
ProductIntegrationsSolutionsTemplatesPricingBlogContact
Sign inSign up
ProductIntegrationsSolutionsTemplatesPricingBlogContactAbout
Sign in
Sign up

    Use the arrow keys to choose a result and Enter to open it.

    Docs
    • 1. Getting started
      • Sign in or create an account
      • Reset a forgotten password
      • Accept an invitation
      • Find your way around
      • Create an organization
      • Switch between organizations
      • Change the language and theme
      • Install OKiDO as an app
      • Get help from support
    • 2. Dashboard, Inbox and Search
      • Customize your dashboard
      • Work through your inbox
      • Turn on push notifications
      • Find anything with Ctrl+K
      • Save a search
    • 3. Projects
      • Create a project
      • Control who can see a project
      • Switch between List, Board, Calendar and Gantt
      • Filter, sort and group tasks
      • Set up board columns
      • Add rules to a column
      • Import tasks from Asana, Trello, Jira, Monday or ClickUp
      • Reuse a project as a template
      • Archive or delete a project
      • Give new tasks default labels
    • 4. Tasks
      • Create a task
      • Break a task into subtasks
      • Comment, mention people and check activity
      • Follow, share or print a task
      • Attach files and record a briefing
      • Add Smart Labels to a task
      • Make a task wait for another
      • Request an approval
      • Make a task repeat
      • Track time on a task
      • Move a task to another project or organization
      • Hand a task to an AI agent
    • 5. 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
      • Handle incoming requests
    • 6. Planning: milestones, sprints, reports
      • Create a milestone
      • Track milestones and spot risk
      • Plan a sprint
      • Follow and close a sprint
      • Run a sprint meeting
      • Run a time report
      • Export a report to CSV
    • 7. Teams and Smart Labels
      • Create a team
      • Add people to a team
      • Create a Smart Label
      • Add custom fields to a label
      • Organize labels into categories
      • See all tasks with a label
    • 8. Playbook
      • Organize the Playbook with folders and processes
      • Give teams access to a folder
      • Write a document
      • Review and publish a document
      • Compare and restore document versions
      • Record your screen
    • 9. 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
      • Start a run
      • Complete the steps of a run
      • Approve a step in a run
      • Track and manage runs
      • Schedule a recurring run
      • Share a run with a customer
    • 10. Systems and decision trees
      • Build a system
      • Run a system
      • Build a decision tree
      • Run a decision tree
      • Answer a decision tree for a running system
    • 11. AI
      • Chat with AI
      • Create an AI agent
      • See your agents and their org chart
      • Configure an agent
      • Set what an agent may do
      • Set agent budgets and watch AI spending
      • Make an agent start on its own
      • Approve or reject agent actions
      • Review agent activity, artifacts and network logs
      • Put an agent to work on a project
      • Connect an MCP server
      • Import skills for agents
      • Have @copilot build a capability
      • Manage what agents remember
      • Give agents credentials for other apps
    • 12. 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
      • Create a personal access token
      • Send events to other apps with webhooks
      • Export your organization's data
      • Sync your tasks to Google Tasks
    • 13. 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
      • Buy extra storage or AI tokens
      • Choose AI models
      • Set the sprint cadence
      • Import data into your organization
      • Review the audit log
    • 14. Your account
      • Update your profile and working hours
      • Choose how you get notified
      • Change your password and sign out other devices
      • Refer someone to OKiDO
    • Appendix
      • Plans and what each includes
      • Glossary
      • Keyboard shortcuts
      • Frequently asked questions
    1. Docs
    2. Organization administration

    Chapter 13 · 9 articles

    Organization administration

    Run your organization: its profile, members and roles, plan and billing, add-ons, AI models, sprint cadence, data imports and the audit log.

    • Edit your organization's profileChange your organization's name and icon, and see which plan it is on.
    • Invite people to your organizationInvite people by email with a role, and resend or revoke invitations that are still open.
    • Change a member's role or Advanced AI accessMake someone an owner, admin or member, turn Advanced AI on or off for members, and remove people from the organization.
    • Change your plan and billingSee your organization's plan and usage, switch plans or to yearly billing, and cancel or check your billing history.
    • Buy extra storage or AI tokensAdd extra file storage or more AI execution tokens to your plan, as an add-on with a subscription of its own.
    • Choose AI modelsPick the AI model your organization uses for chats, for agents at work and for agents started from an AI assistant.
    • Set the sprint cadenceChoose how long your sprints are, the day they start and how long the sprint meetings take, and create the upcoming sprints.
    • Import data into your organizationImport projects, tasks and people from another tool or an OKiDO export, and check the preview before anything is created.
    • Review the audit logSee who signed in and what changed in your organization, and filter the events by action, type and date.
    OKiDOOKiDO

    The operational context layer for AI execution.

    Stay updated

    Product

    • Playbook
    • SOPs & RUNs
    • Projects
    • Systems
    • Decision Trees
    • AI Agents
     
    • AI Chat
    • Sprints
    • Recordings
    • Public RUN links
    • MCP Integration
    • AI Integrations

    Solutions

    • Solutions
    • Templates
    • Pricing

    Documentation

    • User documentation
    • API documentation

    Company

    • About
    • Blog
    • Security
    • Contact

    Legal

    • Privacy policy
    • Terms of service
    • Data processing agreement
    • Sub-processors
    • EU AI Act

    Compare

    • vs Asana
    • vs Monday.com
    • vs ClickUp
    • vs Notion
    • vs Trello
    • vs Process Street
    • vs Trainual
    • vs SweetProcess

    © 2026 OKiDO. All rights reserved.