Introduction

Meet the platform: one unified workspace to drive projects, tasks, notes and your calendar.

Welcome! This platform brings everything your team needs under one roof: projects structured by stages, intuitive Kanban boards, rich task cards, a collaborative knowledge base (notes & wiki), a team calendar with meeting polls, and a contextual AI assistant.

Unified WeFlow workspace dashboard
Unified dashboard: active projects, priority tasks, calendar deadlines, and team productivity metrics at a single glance.

Core workspace modules

  • Projects & Tasks — customized workflow stages, Kanban board, List, Timeline views, and modular task detail drawers.
  • Notes & Wiki — thematic notebooks for daily thoughts, rich TipTap editor with checklists, and structured project wikis.
  • Calendar & Polls — team meeting management, proactive conflict detection, and meeting polls with public voting links.
  • Messages & Emails — centralized communication inbox synchronized with Gmail or custom SMTP/IMAP mail servers.
  • Workflows & Automations — no-code graphical workflow builder connecting external triggers to Kanban actions.
  • Teams & Permissions — workspace governance, role matrices, and granular member access control.
  • Omnia AI Assistant — intelligent built-in copilot operating directly on your workspace data using natural language.
  • MCP Connectivity — open standard to seamlessly connect your favorite external AI agents (Claude Desktop, Cursor, opencode).

Built-in contextual AI assistant

The Omnia AI assistant is accessible anytime from any page via a floating contextual drawer or quick keyboard shortcuts. It understands your current workspace screen, summarizes meetings, extracts tasks from notes, and answers questions immediately.

Floating contextual AI assistant widget
Floating AI assistant: ask questions, generate tasks, or request instant summaries without losing your active context.

Bilingual & Theme Adaptive

This documentation automatically adapts to your active theme (Dark or Light) and is fully available in English and French.

Next →

Quick start