Activity

The Activity group gives you cross-module views. Instead of opening one record at a time, you see everything of a kind across all the records you can access. Each view respects your permissions, so you see only what you’re allowed to.

Calendar

An aggregate calendar of every event on records you can access, each labeled by its record and module. Filter by module, entity, type, or date range to focus on upcoming deadlines across your portfolio.

Attachments

A single, filterable list of every attachment you can access, with a Location column showing which record each is attached to. From here you can select attachments to download together as a ZIP or delete in bulk.

Workflows

All the workflows you’re a participant in, filterable by status, due date, and module. This view also has a New Request button for starting an authorized request workflow.

Reports

A report is a saved, reusable question: pick a record type, then choose the columns to show — including fields from related records, counts or totals across related records, and a record’s current timeline status. Run it whenever you want a current answer. Results land in a grid you can sort, filter, and export to CSV.

Reports are shared across the subscription, not personal to whoever built them. Anyone holding the reporting role can see and run every report, and a report is itself a record — editable, trashable, and restorable like any other. Reports are available on Business and Enterprise plans, and require the reporting role, granted per person by an admin to any member except guests. A report built on a module that later gets disabled drops off the list rather than erroring, and reappears if the module comes back.

The reporting role’s reach

A report reads across every enabled module, regardless of the reporter’s own module permissions or a record’s sharing settings — effectively read access to the whole subscription. That reach is deliberate: a renewals report with holes in it would be worse than no report at all. It also means the role is worth granting carefully. See Access for how per-person roles are assigned.

Reports versus your list pages

Every list page is already a live, personal, single-module view — save a layout, star favorites, export to CSV — available on every plan. A report is the saved, cross-module, shareable version of that same idea: Business and Enterprise plans add Reports on top of what list pages already offer. See Working with Grids for the list-page side of that comparison.

Trash

Deleted records and attachments go to Trash rather than disappearing at once. If you delete something by mistake, restore it from here.

How cascading works

Trashing, restoring, and permanently deleting a record all cascade through its related records. Trash a record and its related records disappear with it — trash a board and its meetings vanish too, even though nobody touched them. Restore it and everything comes back together. Permanently delete it and its related records are permanently deleted too. Other than restoring the trashed parent, there’s no way to regain access to the records that went with it.

Partial restores and deletes

A related record that was already trashed on its own is left out of a parent’s restore — bringing it back would put it on a list it can no longer legally appear on — so it stays trashed, now alongside its restored parent, rather than being silently un-trashed. Deleting several organizations or people at once can also come back partial: records nothing else references go to Trash, records still referenced by something else stay put, and a message names how many were kept and what references them.

Storage and permanent deletion

Trashed files still count toward your storage — trashing frees nothing. Only a permanent delete frees the storage a file uses.

Two removals skip Trash entirely and become permanent the moment you save: removing an entry in Edit Timeline (see Timeline), and removing an individual file from inside an attachment’s Current Files.