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Key concepts
Organizations, workspaces, modules, lists, cards and agents: the words you will see everywhere.
orchit uses a handful of words everywhere. Once these make sense, the rest of the product does too.
How it fits together
Your organization holds workspaces. A workspace is split into modules, one for each part of the work. A module keeps its work in lists, and a list holds cards. Every card has a card type, which gives it a form to fill in and a process to move through. Agents work across all of it.
The building blocks
| Concept | What it is | Learn more |
|---|---|---|
| Organization | Your company on orchit, with its own address, members, roles and one bill. Personal accounts don't need one. | Settings |
| Workspace | A home for a project, team, client or business, with its own people, modules and agents. | Workspaces |
| Module | One part of a workspace, such as Sales, Hiring or Support. | Modules and tabs |
| Tab | A view inside a module: its chat, board, lists, forms, notes, mail, calendar and more. | Modules and tabs |
| List | A collection of cards in a module, also called a sheet. | Lists |
| Card | One piece of work (a task, a bug) or one entry (a lead, an invoice). | Cards |
| Card type and form | A kind of card, and the fields its cards ask for. | Card types and forms |
| Process and status | The steps a card moves through. The step it's on is its status. | Process and statuses |
| Lane and label | A big outcome work serves, and a quick tag inside a module. | Labels and lanes |
| Plan | Milestones, sprints and huddles that schedule cards over time. | Plans |
| Agent | An AI teammate that knows part of your work and can act in it. | Agents |
| Knowledge base | Documents, files and links agents answer from. | Knowledge bases |
Tasks and lists of entries
Lists come in two kinds, and it helps to know which you need:
- A task list holds work people do and finish: bugs, to-dos, campaign steps. It moves across a board, from To Do to Done.
- A list of entries holds things people keep and fill in: leads, invoices, contracts. Entries have tasks linked to them, and the tasks carry the dates.
Roles and seats
A role decides what someone can open and change: Admin, Editor, Viewer, or Member, who sees only the modules shared with them. A seat is someone's place on a team, and seats are what your plan counts. See People, roles and seats.
Agents and AI credits
Mind is your personal assistant. Peak looks after a whole workspace, and each module can have an agent of its own. AI work is measured in credits, and your plan includes a number of them each period. See Plans, billing and credits.