---
title: "Glossary"
description: "The words OKiDO uses, from Playbook and SOP to run, system and Smart Label, each with a short explanation."
url: "https://okido.io/en/docs/appendix/glossary"
chapter: "Appendix"
chapterUrl: "https://okido.io/en/docs/appendix.md"
plans: ["All plans"]
roles: "Everyone in the organization"
language: "en"
edition: "2026-10-23"
---

# Glossary

> The words OKiDO uses, from Playbook and SOP to run, system and Smart Label, each with a short explanation.

The words you meet in OKiDO, in alphabetical order, each with a link to the article that covers it.

**AI agent**: An AI team member you can hand tasks to, within the permissions and budget you set. Agents report to @copilot and can be put to work on a project. See [Create an AI agent](https://okido.io/en/docs/ai/create-an-agent.md).

**Approval**: A request to one or more people to approve a task. The task completes when everyone has approved. See [Request an approval](https://okido.io/en/docs/tasks/request-an-approval.md).

**Board**: The view of a project with a column for each stage of the work. See [Switch between List, Board, Calendar and Gantt](https://okido.io/en/docs/projects/switch-project-views.md).

**Capability**: Something your agents can do, which @copilot builds and tests for you from a description in plain language. See [Have @copilot build a capability](https://okido.io/en/docs/ai/build-a-capability.md).

**Column rules**: Fields that must be filled in before a task can be moved into a board column, and who may move tasks there. See [Add rules to a column](https://okido.io/en/docs/projects/add-column-rules.md).

**@copilot**: Your organization's lead AI agent, set up for you automatically. Other agents report to it, and it builds capabilities. See [Chat with AI](https://okido.io/en/docs/ai/chat-with-ai.md).

**Custom field**: A field a label brings along, such as a client name or a budget, to fill in on every task with that label. See [Add custom fields to a label](https://okido.io/en/docs/teams-labels/add-custom-fields-to-a-label.md).

**Decision tree**: A guided question flow in the Playbook that leads someone to the right answer or next step. See [Build a decision tree](https://okido.io/en/docs/systems-decision-trees/build-a-decision-tree.md).

**Default labels**: The labels every new task in a project starts with. See [Give new tasks default labels](https://okido.io/en/docs/projects/set-default-labels-for-a-project.md).

**Document**: A wiki-style page in the Playbook, such as a guide or a policy, with versions and reviews. See [Write a document](https://okido.io/en/docs/playbook/write-a-document.md).

**Folder**: A container in the Playbook that groups processes and other folders. See [Organize the Playbook with folders and processes](https://okido.io/en/docs/playbook/organize-folders-and-processes.md).

**Inbox**: Your list of notifications and requests: approvals, mentions, assignments and more. See [Work through your inbox](https://okido.io/en/docs/dashboard-inbox-search/work-through-your-inbox.md).

**Milestone**: A key point in a project with a target date, which tasks can belong to. OKiDO warns when the remaining work no longer fits. See [Create a milestone](https://okido.io/en/docs/planning/create-a-milestone.md).

**Organization**: Your company's workspace in OKiDO, with its own members, plan and data. You can belong to several. See [Switch between organizations](https://okido.io/en/docs/getting-started/switch-between-organizations.md).

**Owner, admin and member**: The roles in an organization. Owners and admins manage the organization, its people, teams and labels; members do the work. See [Change a member's role](https://okido.io/en/docs/administration/manage-member-roles.md).

**Playbook**: Your organization's library of how work is done: folders, processes, documents, SOP templates, systems and decision trees. See [Organize the Playbook with folders and processes](https://okido.io/en/docs/playbook/organize-folders-and-processes.md).

**Private project**: A project only the people and teams you choose can see. See [Control who can see a project](https://okido.io/en/docs/projects/control-who-can-see-a-project.md).

**Process**: An entry in the Playbook for one way of working, such as client onboarding, that holds its SOPs and documents. See [Organize the Playbook with folders and processes](https://okido.io/en/docs/playbook/organize-folders-and-processes.md).

**Project**: A place for the tasks of one job, such as a client campaign or a website redesign, shown as a list, board, calendar or Gantt chart. See [Create a project](https://okido.io/en/docs/projects/create-a-project.md).

**Request form**: A form people fill in to ask a team for something. Each request becomes a task in a project. See [Create a request form](https://okido.io/en/docs/approvals-forms/create-a-request-form.md).

**Run**: A single time that an SOP is carried out, step by step, with its own people assigned to the steps and its own due date. See [Start a run](https://okido.io/en/docs/sops-runs/start-a-run.md).

**Smart Label**: A label with a name, color and description that you put on tasks, documents and SOP templates. It can carry custom fields and belong to a category. See [Create a Smart Label](https://okido.io/en/docs/teams-labels/create-a-smart-label.md).

**SOP**: A standard operating procedure: a checklist of steps for a task you do again and again. You start a run from an SOP template. See [Create an SOP template](https://okido.io/en/docs/sops-runs/create-an-sop-template.md).

**Sprint**: A short, fixed period in which a team plans and finishes a set of tasks. See [Plan a sprint](https://okido.io/en/docs/planning/plan-a-sprint.md).

**Stage**: A column on a project's board, such as a column for work in progress. See [Set up board columns](https://okido.io/en/docs/projects/set-up-board-columns.md).

**System**: A flow in the Playbook that connects steps, SOPs and decisions with conditional logic, and runs them in order. See [Build a system](https://okido.io/en/docs/systems-decision-trees/build-a-system.md).

**Team**: A group of people in your organization, such as the creative team. Assign tasks to a team and give it access in one go. See [Create a team](https://okido.io/en/docs/teams-labels/create-a-team.md).

**Template project**: A reusable project whose tasks have due dates relative to a start or launch date. See [Reuse a project as a template](https://okido.io/en/docs/projects/reuse-a-project-as-a-template.md).