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The wider workspace1 min read

Documents, tasks and dashboards

The workspace around Growth-OS: documents, templates, forms, tasks and personal dashboards.

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Where this comes from

This guide is distilled from src/features/documents/MODULE.md and src/features/tasks/MODULE.md. When the guide and Growth-OS disagree, that document is the one to trust, and the difference is worth reporting.

The document library for a project
A document open in the editor with its version history
A document open in the editor with its version history
Form submissions with the connection to a response workbook
Form submissions with the connection to a response workbook
A personal dashboard summarising project activity
A personal dashboard summarising project activity

Documents for everything that is not a record

A Growth-OS record is a small, typed thing with an owner and a status. A plan, a brief or a long write-up is a document. Documents gives you rich editing, preview, versioned autosave, conflict recovery and reading metrics, and every version stays readable.

AI tools in a document create permission-checked, version-anchored suggestions that stay editable and require an explicit replace or append. Nothing is rewritten behind you.

Create, collect and reuse

Start from Templates, then fill reusable values from organization Variables or override them inside the document. Document themes control presentation across documents.

Use create form from variables to turn a saved document into a form. The form settings link back to its source document, existing share links keep their saved snapshot, and Submissions holds the responses and the connection to a response workbook.

Tasks beside the documents

One collection of tasks opens as a list, a board, a priority matrix, an editable table or duration analytics, and every view shares the same status cards, search, filters and due-date toggles.

A task carries its owner, business area, source, due date and specification, and it can be blocked by another task in the same project. Assignments are checked against current organization membership when the change is saved, and a blocking task has to be done or cancelled before the task waiting on it can start. Today reads those deadlines.

Dashboards

Personal dashboards summarise project activity. Table and list rows link to the active documents, folders, automations and visible background runs behind them where the source gives an exact destination. Response analysis for a form stays in that form's Submissions tab.

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