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Version: 1.0.1

More modules

This page covers the smaller modules: Directory, Announcements and the thank-you wall, Mail, Forms, Tables, Automations, Tools and the notification center. Your organization's admins decide which modules are turned on, so some of them may not appear in your left menu.

Directory​

Directory is the organization's address book. Org directory lists everyone in the organization with job title, department, team, phone, office and manager. Filter by Departments or Tags in the sidebar, or search by name, email, phone or tag. When your organization syncs people from AD or LDAP, those details come from the directory server and change there.

Org chart draws the organization from each person's manager. Switch between Chart and Table, and group by manager, department or team. External contacts and Companies hold customers, suppliers and partners.

Key actions:

  • Export the org chart with Download as PNG or Download as PDF.
  • Admins assign managers in the table, by dragging a person onto their manager in the chart, or with Import CSV (use Download CSV template to start).
  • New contact and New company add external contacts. Turn on Only me to keep a contact private; otherwise it is in the org's shared address book.
  • Import vCard, Download contacts as vCard and Download directory as vCard.
  • Sync with your phone (CardDAV) shows the address to add on iPhone, Android or Thunderbird. Use a personal access token as the password.
  • On your own profile, Show my birthday lets teammates see your birthday.

Announcements and the thank-you wall​

Announcements are internal news for the whole organization. Guests do not see them. Publishing an announcement notifies everyone in the app, by push and by email, according to their notification settings. Important announcements stay at the top of the feed and the home page.

The Thank-you wall is where people thank each other with a badge and a short message. The card shows on the wall and on the person's profile, and they get a notification. Celebrations lists birthdays and work anniversaries for the next two weeks.

Key actions:

  • Write announcement (admins and people with permission). Tick Important to pin it, and ask readers to confirm "I have read it" if needed.
  • Readers shows who has read or confirmed an announcement.
  • Use Unread only to see what you have missed, and I have read it to confirm.
  • Say thanks, pick a person and a badge (for example Team spirit or Bright idea), add a message and Send.
  • People who manage the wall open Settings to edit badges and choose a Celebration channel. Birthdays and anniversaries are posted there every morning.

Mail​

Mail has two parts: your personal mail and the shared inboxes of your spaces. Mail stays on your organization's mail server; Crewhall reads and sends it over IMAP and SMTP. An admin first sets up the mail server under Mail server in the admin panel. See Administration.

To use personal mail, select Connect your e-mail account and sign in with an app password, or with Microsoft 365 or Google. You then see your folders (Inbox, Sent, Drafts, Archive, Junk, Trash).

A Shared inbox belongs to a space, such as [email protected]. Space members see its conversations and editors reply from the inbox's address.

Key actions:

  • New message, Reply, Reply all, Forward, Flag and Move. Attach files From this computer or From Drive.
  • Save to Drive stores an attachment in Drive. Remote images are hidden until you select Show images.
  • Mail settings: display name, Signature and New mail notifications.
  • In a shared inbox, set the status (Open, Pending, Resolved), assign the conversation, add tags and write an Internal note that the customer never sees.
  • Set a First response target per inbox and keep Canned responses for common replies.

Forms​

Forms live in a space. Use them for sign-ups, feedback or surveys, inside the organization or with a public link.

Select New form, name it, and add fields from the palette: Short text, Long text, Single choice, Multiple choice, Date, Number, File and Rating. Mark fields Required, or use Show conditionally to show a field based on an earlier answer. Check the form in Preview, then select Publish.

Key actions:

  • Sharing: choose Inside the org or Public link, and turn on Anonymous answers, One answer each or a Last day for answers. Set a Message after sending.
  • Where answers land: Notify me of new answers, Keep a table in Drive (CSV), Open a card on a board, or Add a table row.
  • Results shows a Summary with charts and a Table of answers. Download CSV exports them.
  • Stop answers closes the form; Reopen opens it again.

Tables​

Tables are database-like lists inside a space. Start with an Empty table, a template (Customer tracking (CRM), Inventory, Hiring, Company assets) or Import a file (CSV or Excel, up to 15 MB).

Each column is a field with a type: text, number, currency, date, single or multiple select, person, attachment, checkbox, link, email, phone, rating, relation, lookup, rollup, formula, and created and last modified times. Attachments are stored in Drive.

Key actions:

  • Add views: Grid, Kanban, Calendar, Gallery and Timeline. Kanban needs a single select field; calendar and timeline need a date field.
  • Filter, Sort and Group each view, and choose which Fields to show.
  • Open row to edit all fields and see Comments and History.
  • Export as CSV, Export as Excel or Add rows from a file.

Automations​

Automations are no-code rules in a space: When an event happens, Only if the conditions match, Do this list of actions runs in order. Space editors see the rules; space admins change them.

Triggers are Row added to a table, Table row changed, Card moved, Form answered, File uploaded, Webhook received and Event coming up. Actions are Add a table row, Update a table row, Post to chat, Open a card, Send a notification, Send a webhook and AI step.

Key actions:

  • New rule, then fill in When, Only if (optional) and Do this. Use Add a variable to put values from the event into messages or fields.
  • Try now runs the rule with a sample event. History shows each run and its result.
  • A Webhook received rule has its own address, and outgoing webhooks are signed with a Signing secret.
  • A rule that fails several times in a row is stopped. Fix it and save it again with On.

Tools​

Tools is a set of developer and utility tools, grouped in categories: JSON, .NET, Encoding, Security, Text, Developer utilities, SQL, Date and time, Data, Images, Network and Web. Most tools run in your browser and the input never leaves your device. Each tool shows whether it runs locally or uses the server.

Key actions:

  • Search tools, star them with Add to favorites, and find them again under Favorites or Recently used.
  • Send the output To another tool, To a chat, As a new page or with Save to Drive.
  • From Drive, Open in a tool opens a file in a matching tool.

Notifications​

The bell in the top bar shows your latest notifications from every module. Select See all to open the notification center. Notifications are kept for 90 days.

Key actions:

  • Switch between All, Mentions, Assigned and Alerts, filter by Source, or show Unread only.
  • Mark as read, Mark all as read, Dismiss, or Snooze a notification for 1 hour, until tomorrow morning or until next week. Snoozed and dismissed notifications have their own lists.
  • Notification settings (also under My account › Notifications) sets, for each kind of notification, whether it reaches you In app, on the Desktop, by Push or by E-mail. Locked boxes cannot be turned off, for security.
  • Set an E-mail digest (off, hourly or daily), Quiet hours, a Message sound and your Time zone.