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    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. Appendix

    4 articles

    Appendix

    The plans and their limits, a glossary of the words OKiDO uses, every keyboard shortcut and answers to the questions new users ask most.

    • Plans and what each includesWhat the FREE, STARTER, PRO and BUSINESS plans include, and the limits OKiDO applies on each.
    • GlossaryThe words OKiDO uses, from Playbook and SOP to run, system and Smart Label, each with a short explanation.
    • Keyboard shortcutsEvery keyboard shortcut OKiDO supports, from searching with Ctrl+K to formatting text and sending messages.
    • Frequently asked questionsShort answers to the questions new OKiDO users ask most, each with a link to the full article.
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