How Coavon works

Flow

Tasks and projects

Projects, tasks and the views to plan them, plus forms, goals, dashboards and a team wiki.

• Getting around
• Seeing a project
• Working on a task
• Recurring tasks and templates
• Setting up a project
• Following progress
• Other tools in Flow

Scope

Clients and pipelines

The CRM: companies, people and your own record types, pipelines, follow-ups, forms and automations.

• Records
• Pipelines
• Lists and views
• Working with Flow and Drive
• Who can do what

Docs

Documents

A document editor with real pages, comments, suggestions, version history and Word or PDF downloads.

• Writing and formatting
• Reviewing together
• Tools
• Templates, downloads and files

Drive

File storage

File storage for the team: folders, previews, sharing, and the home of every document.

• Storing and organizing
• Opening files
• Sharing
• Storage

Chat

Team messaging

Team messaging: channels, group chats and direct messages, with threads, files and search.

• Conversations
• Messages
• Staying focused

Notes

Your own notebook

A private notebook for each person, with folders, checklists and highlight-to-task.

• Writing
• Organizing
• From note to task

Calendar

Events and scheduling

Events, invitations and your Flow tasks on one calendar, in step with Google Calendar.

• Events
• Inviting people
• Flow and Google Calendar

Workplace

Your team hub

The hub: the app launcher, your profile, members, roles, billing and security settings.

• Your account
• Your organization
• Connecting other tools