# Atwork

> The workspace where AI does the busywork. Tasks, docs, sheets, forms and chat in one no-code workspace, with Dana, the built-in AI assistant, and custom AI agents that can be assigned work like teammates.

Atwork replaces a stack of separate tools with a single workspace a team shapes
itself: sheets with typed columns, multiple views over the same rows, documents,
forms, charts and automations. Its distinguishing feature is that AI is a
participant rather than a chat sidebar. Dana answers questions about the team's
own work, plans and writes, and builds sheets, views, forms and automations from
a plain-language description. Custom agents are given a job and a space to work
in; they act inside the workspace under their own identity, can run as a step in
an automation, every action is logged, and usage is metered.

Built by Atwork Solutions, a Netherlands-based company. Free tier available;
paid plans are per seat with no seat minimum. Farsi content is served from
atwork.ir.

## Solutions

- [Startups & SMBs](https://atwork.so/solutions/startups): Run product, hiring, ops and fundraising from one place — free to start.
- [Marketing teams](https://atwork.so/solutions/marketing): Plan campaigns, manage content calendars and track results in real time.
- [HR & People](https://atwork.so/solutions/hr): Hiring pipelines, onboarding checklists and people data, all connected.
- [Operations](https://atwork.so/solutions/operations): Standardize processes with workflows, forms and dashboards that scale.
- [Product teams](https://atwork.so/solutions/product-teams): Roadmaps, sprints and specs that stay in sync from idea to ship.
- [Agencies & consultancies](https://atwork.so/solutions/agencies): Run client delivery end to end — without six tools and a spreadsheet.

## Features

- [Automation](https://atwork.so/features/automation): Workflows that run your busywork
- [Integrations](https://atwork.so/features/integrations): Your tools, wired into your workspace
- [Calendar & Scheduling](https://atwork.so/features/calendar): Meetings, tasks and availability in one grid
- [Charts](https://atwork.so/features/charts): Your sheets, answered visually
- [CRM](https://atwork.so/features/crm): Deals, contacts and pipelines in the same workspace as your work.
- [Data management](https://atwork.so/features/data): Turn spreadsheets into real, connected databases.
- [Form Studio](https://atwork.so/features/forms): No-code forms that collect straight into your sheets.

## Templates

Installable starting points that build a whole workspace — sheets, views,
statuses, relations, dashboards and sample rows.

- [Agency Client Delivery](https://atwork.so/templates/agency-client-delivery): Every client's brief, work and approval in one place
- [Agency Client Onboarding](https://atwork.so/templates/agency-client-onboarding): Every new client live in two weeks, without chasing the same asset twice
- [Agency Content Calendar](https://atwork.so/templates/agency-content-calendar): Every client's content, planned around the day it must reach the client
- [Agency CRM](https://atwork.so/templates/crm-agency): Deals, retainers and client projects for agencies and consultancies
- [Agency Resource Planning](https://atwork.so/templates/agency-resource-planning): See who is overbooked before the week starts, not after
- [Agile Sprint Management](https://atwork.so/templates/agile-sprint-management): Run sprints on your team's goals — backlog, board, story points, and a sprint dashboard.
- [Bug & Issue Tracker](https://atwork.so/templates/bug-tracker): Report, triage and fix — with a public intake form and an auto-notify on every new bug.
- [Campaign Management](https://atwork.so/templates/campaign-management): Plan campaigns, track deliverables, and watch budget vs. spend in one place.
- [Client Reporting Hub](https://atwork.so/templates/client-reporting-hub): One report a month, built from the work you already tracked
- [Content Calendar](https://atwork.so/templates/content-calendar): Plan campaigns, channels, and every piece of content in one editorial workspace.
- [Creative Production & Review](https://atwork.so/templates/creative-review-approval-workflow): Every round, every reviewer, and what "approved" actually meant
- [Feature Requests & Feedback](https://atwork.so/templates/feature-requests): Collect ideas from customers and the team, count votes, and decide with impact vs. effort.
- [Freelancer & Subcontractor Management](https://atwork.so/templates/freelancer-management): Who is booked, what they cost, and whether the paperwork exists
- [Help Desk](https://atwork.so/templates/help-desk): Track support tickets linked to your CRM contacts, from intake to resolution.
- [Insurance CRM](https://atwork.so/templates/crm-insurance): Policies, claims and quotes for your whole book of business
- [Product Roadmap](https://atwork.so/templates/product-roadmap): Connect user feedback to features and releases — and see your roadmap by status and theme.
- [Project Tracker](https://atwork.so/templates/project-tracker): Run projects and tasks with clear status, owners, priorities, and a progress dashboard.
- [Real Estate CRM](https://atwork.so/templates/crm-real-estate): Track properties, viewings and offers from listing to closing
- [Recruiting CRM](https://atwork.so/templates/crm-recruiting): A hiring pipeline where candidates are real contacts
- [Retainer Management & Utilisation](https://atwork.so/templates/agency-retainer-tracking): See which retainers make money before the renewal, not after
- [SaaS Sales CRM](https://atwork.so/templates/crm-saas-sales): A B2B SaaS pipeline from demo to closed-won, with trials and renewals
- [Sales CRM](https://atwork.so/templates/sales-crm): Track companies, contacts, and deals through your pipeline — with a live revenue dashboard.
- [Web Design Project Tracker](https://atwork.so/templates/web-design-project-tracker): Every page, and every asset the client still owes you
- [Work Requests & Approvals](https://atwork.so/templates/work-requests): One intake form for every internal request, with a clear approval trail and an SLA per service.

## Guides and articles

- [How to Turn a Client Brief Into Tasks With an AI Agent](https://atwork.so/blog/client-brief-to-tasks-with-ai): Attach the client's brief PDF to an AI agent, get the deliverables, deadline, approver and open questions back, then check each against the line it came from.
- [How to Forward Client Emails to Tasks With One Address per Client](https://atwork.so/blog/forward-client-emails-to-tasks): Give each client sheet its own Atwork email address so forwarded requests land as rows, and use sender rules to decide who can send to it.
- [AI autofill for agencies: which columns should fill themselves](https://atwork.so/blog/ai-autofill-for-agencies): Use AI autofill for the judgement calls an agency makes on every request, formulas for the rules, and keep what your team typed. Setup, cost, examples.
- [AI Agent Skills: Teach Every Agent Your Process Once](https://atwork.so/blog/ai-agent-skills): An AI agent skill is a reusable set of instructions and tools for one kind of work. Write your agency's process once and share it across agents.
- [What Happens When an AI Agent Wants to Change 300 Rows](https://atwork.so/blog/ai-agent-safeguards): Before an AI agent updates more than 20 rows by filter, you see a preview; bulk changes keep a 7-day Undo; emails and Slack posts wait for your approval.
- [Client Requests Without Another Login: Guest Tickets for Agencies](https://atwork.so/blog/client-support-tickets-without-login): Clients can open a support ticket on your Atwork portal with a name and an email address, and follow every reply by email through a link to the ticket.
- [What's New in Atwork: October 2026](https://atwork.so/blog/whats-new-in-atwork-october-2026): AI autofill, an email address for every sheet, guest support tickets, agent skills and agents that read files: what changed in Atwork in October 2026.
- [What an AI Assistant Can and Can't Do in Your Agency Workspace](https://atwork.so/blog/ai-assistant-for-agencies): Dana is the AI assistant built into Atwork. It answers questions about your client work, builds sheets, writes pages and plans your day, as you, on your data.
- [Agency Content Calendar Template: Plan Around the Approval Date](https://atwork.so/blog/agency-content-calendar-template): An agency content calendar template needs two dates per piece: when it publishes and when it must reach the client. Here is how to plan around the second.
- [AI Agents in Workflows: When an Agent Step Beats a Rule](https://atwork.so/blog/ai-agents-in-workflows): An Agent step reads what a rule cannot, like a client email or a brief, and turns it into fields and branches the rest of the workflow acts on.
- [How to Chain AI Agents: Research, Write, Edit, Then You Approve](https://atwork.so/blog/chain-ai-agents-in-a-workflow): Put a researcher, a writer and an editor agent in one workflow, see what each step costs, and keep a person between the draft and LinkedIn.
- [Build Your Client Onboarding Workflow Once, Then Reuse It](https://atwork.so/blog/reusable-client-onboarding-workflow): Build client onboarding as one workflow with inputs, then start it from your deal-won, new-retainer and new-project workflows with a Run workflow step.
- [AI Client Updates That Remember What You Said Last Week](https://atwork.so/blog/ai-client-updates-with-memory): An AI-drafted client update can remember what you promised last week. What it keeps, for how long, where to see it, and how to forget one client.
- [Human in the Loop: Where AI Approvals Belong in a Workflow](https://atwork.so/blog/human-in-the-loop-ai-approvals): An approval belongs where an AI agent decides what to change. Here is where to put one in a workflow, who gets it, and what happens if nobody answers.
- [How to Classify Client Requests With AI and Catch Change Requests](https://atwork.so/blog/classify-client-requests-with-ai): An Agent step reads each new client request and labels it in scope, change request or new project, so a change gets priced before anyone does the work.
- [What an Agency Project Management Template Should Contain](https://atwork.so/blog/agency-project-management-template): What an agency project management template has to hold: clients, briefs, deliverables and freelancers, plus a client approval column separate from status.
- [Automated Client Reporting: What Actually Runs Without You](https://atwork.so/blog/automate-client-reporting): What can genuinely run unattended in agency client reporting, what still needs a person, and the one status setting that decides whether it works.
- [How to Stop Over-Servicing Retainer Clients](https://atwork.so/blog/stop-over-servicing-retainers): Over-servicing is a definition problem, not a time-tracking problem. How to record scope where the work lives, and catch the overflow in week two.
- [Agency Utilisation Rate: A Diagnostic, Not a Target](https://atwork.so/blog/agency-utilisation-rate): Utilisation rate measures capacity consumed, not revenue earned. Why a utilisation target destroys the signal, and which number to read beside it.
- [How to Structure an Agency Workspace for Multiple Clients](https://atwork.so/blog/agency-workspace-structure): Most multi-client setups duplicate the process once per client. Which parts should be shared, which should vary, and why client isolation is a separate problem.
- [Scope Creep: The Change Request Nobody Sends](https://atwork.so/blog/scope-creep-prevention): Scope creep is not caused by pushy clients. It is caused by a change process that costs more to follow than to ignore. How to make raising it the cheap option.
- [Agency Project Handover: Documents Are Not Enough](https://atwork.so/blog/agency-project-handover): Handover documents cover what is findable and miss what is remembered. Why an overlap beats a document, and what to capture while the work is still running.
- [Three Ways to Price an Agency Retainer](https://atwork.so/blog/how-to-price-an-agency-retainer): The three retainer pricing structures, how each one fails, and why pricing from the hours you sold rather than the hours you delivered underprices by design.
- [How Much Should an Agency Spend on Software?](https://atwork.so/blog/agency-software-spend): The percentage-of-revenue answer is unusable because it only counts the invoice. A better test: does the tool replace hours, replace a tool, or add an obliga…
- [Project or Retainer? It Is a Question About Risk](https://atwork.so/blog/project-vs-retainer-pricing): Retainers are not automatically better. A retainer is the only model where the agency carries both scope risk and demand risk, so pick by which one you can m…
- [Five Numbers on an Agency Financial Dashboard](https://atwork.so/blog/agency-financial-dashboard): Revenue is a lagging indicator: by the time it moves, the decision that caused it is two months old. The four leading numbers to put in front of it.
- [Asana Alternatives for Agencies: When the Price Isn't the Problem](https://atwork.so/blog/asana-alternatives-for-agencies): Asana is the cheapest honest option for client access in this bracket. Agencies leave because it has no concept of a client, a retainer or a sign-off.
- [Trello for Agencies: What Runs Out First Isn't Seats](https://atwork.so/blog/trello-for-agencies): Trello's free plan caps boards, not people — and agencies make boards faster than hires. Where the board model breaks, and when to stay on it anyway.
- [ClickUp Alternatives: When Configurable Becomes a Second Job](https://atwork.so/blog/clickup-alternatives): Agencies leave ClickUp over the cost of owning the configuration, not the price. Where the drift starts, what gets metered, and when staying is right.
- [Scoro vs Productive: Which Question Is Your Agency Asking?](https://atwork.so/blog/scoro-vs-productive): Scoro asks whether the job made money. Productive asks whether your people are booked. Which question is louder decides the tool — and the seat minimum matters.
- [Monday vs ClickUp for Agencies: The Automation Cliff](https://atwork.so/blog/monday-vs-clickup-for-agencies): Monday and ClickUp cost about the same. The difference that bites is the automation cap: 250 a month then 25,000, against 1,000 then 5,000.
- [AI Agents for Marketing Agencies: What You Can Actually Hand Over](https://atwork.so/blog/ai-agents-for-marketing-agencies): Which marketing-agency jobs you can hand to an AI agent today, which you cannot, and where the line is — including what it can and cannot publish to.
- [AI for Agency Operations: It Multiplies What You Already Have](https://atwork.so/blog/ai-for-agency-operations): An AI agent does not fix an operations problem — it compounds whatever your operations already are. What to fix first, and how to tell whether it is working.
- [How to Delegate Work to an AI Agent](https://atwork.so/blog/how-to-delegate-work-to-an-ai-agent): Four ways to start an AI agent — assign the task, mention it in a comment, move the status — plus how to stop it and what a workflow can hand over.
- [How to Tell If a Retainer Is Actually Profitable](https://atwork.so/blog/retainer-profitability-agencies): The retainer math agencies skip: fee divided by hours actually delivered, what counts as an hour worth logging, and four options when a retainer is underwater.
- [Managing Freelancers: The Expensive Part Isn't Finding Them](https://atwork.so/blog/managing-agency-freelancers): Why finding freelancers is the easy part: pencilled versus confirmed bookings, which paperwork bites and when, and the invoice that never arrives.
- [How to Tell If You Actually Need to Hire](https://atwork.so/blog/agency-capacity-planning): Separate planned hours, certainty and real capacity before you hire. Why teams feel busy with capacity spare, and four ways to resolve an overbooked week.
- [Why Web Projects Slip on Content, Not Design](https://atwork.so/blog/web-project-content-delays): Web builds slip because the critical path runs through the client's week. Why a page needs two states, when to ask for content, and how to date a launch.
- [Client Portals for Agencies: What Your Client Should Actually See](https://atwork.so/blog/client-portal-for-agencies): What a client portal should show, how to give clients access without workspace membership, and how to keep it current without a weekly update ritual.
- [Client Status Updates Without the Weekly Call](https://atwork.so/blog/client-status-updates-without-meetings): How to replace the weekly status call: what belongs in a written client update, how often to send it, and why the page and the message must share one source.
- [Client Approvals: Why Revision Rounds Multiply](https://atwork.so/blog/client-approvals-revision-rounds): Why agency revision rounds multiply, what an approval must contain to hold, how to separate feedback from decisions, and how many rounds belong in the contract.
- [The 9-Step Client Onboarding Checklist for Agencies](https://atwork.so/blog/agency-client-onboarding-checklist): The nine-step agency client onboarding checklist: what to send when, how to run the asset chase as one list, and why the approver must be named at kickoff.
- [What to Put in a Monthly Client Report (and What to Cut)](https://atwork.so/blog/monthly-client-report-agency): What belongs in an agency's monthly client report, what to cut, how to report a month that went badly, and who actually reads the first page.
- [Telegram + Atwork: Send Updates Where Your Client Actually Reads](https://atwork.so/blog/telegram-integration-client-updates): Connect a Telegram bot to Atwork: workflows send status updates and approval buttons to client groups, and replies create items and update statuses automatic…
- [Vista: Describe a Page, Get an App on Your Live Data](https://atwork.so/blog/vista-ai-pages): Vista is an Atwork view where you describe a page and Dana builds it on your live sheets: dashboards, forms, and client pages you can publish as apps.
- [Publish to LinkedIn From the Sheet You Plan In](https://atwork.so/blog/publish-to-linkedin-from-atwork): Connect LinkedIn to Atwork and publish from a workflow: a status change on a sheet row becomes a post on your profile, with images, links and visibility cont…
- [Airtable for Agencies: The Middle Tier Is the Trap](https://atwork.so/blog/airtable-for-agencies): On Airtable Team a commenting client costs a full $20 seat. On Business they are free. Why the more expensive plan is cheaper for agencies.
- [Wrike vs Asana for Agencies: You Buy Blocks, Not Seats](https://atwork.so/blog/wrike-vs-asana-for-agencies): Wrike sells seats in groups of five and caps Team at 15 users. A $10 seat costs $16.67 at three people, and the 16th hire takes the bill from $150 to $500.
- [What an AI Teammate Actually Does in an Agency](https://atwork.so/blog/what-an-ai-teammate-does-in-an-agency): Assign a task to an AI teammate the way you would a person, then read the trace: every step, how long it took, and which actions needed your approval.
- [Connect Your Agency Workspace to ChatGPT or Claude](https://atwork.so/blog/connect-agency-workspace-to-chatgpt-claude): Connect your Atwork workspace to ChatGPT or Claude over MCP and ask about your real client work. It acts as you; sensitive actions are not offered.
- [What AI Actually Costs an Agency Per Month](https://atwork.so/blog/what-ai-costs-an-agency-per-month): Per-seat AI uplift charges for people; an agency's unit is work. How metered per-run cost, your own provider key, and per-agent caps change the maths.
- [ClickUp vs Asana for Agencies: The Comparison Flips When You Add a Client](https://atwork.so/blog/clickup-vs-asana-for-agencies): ClickUp is a third cheaper per seat until clients need to comment. Asana includes unlimited guests; ClickUp meters them and bills the overflow as member seats.
- [Best Project Management Software for Small Agencies: How to Choose](https://atwork.so/blog/best-project-management-software-small-agencies): Across Scoro, Productive, Monday, Notion, ClickUp and Teamwork, the feature you came for usually sits a tier above the price you compared. How to pick properly.
- [Teamwork Alternatives: Does Your Agency Bill by the Hour?](https://atwork.so/blog/teamwork-alternatives): Teamwork is built on the timesheet. If you bill fixed-fee or on retainer, nothing enforces logging and the reports quietly go wrong. How to decide.
- [Basecamp for Agencies: When Flat Pricing Wins](https://atwork.so/blog/basecamp-for-agencies): Basecamp Pro Unlimited is $299 flat, which beats per-seat pricing at twenty people. What the fixed eight-tool palette costs you in return.
- [Scoro Alternatives for Small Agencies: Should You Switch?](https://atwork.so/blog/scoro-alternatives-small-agencies): Scoro bills a five-seat minimum on every plan. Three questions to decide whether to leave, what the real alternatives are, and what switching costs.
- [Productive.io Alternatives: What Are You Actually Buying?](https://atwork.so/blog/productive-io-alternatives): Productive solves resourcing and profitability. Before switching, check whether that is your problem yet, and which tier actually includes invoicing.
- [Monday.com for Agencies: What You'll End Up Bolting On](https://atwork.so/blog/monday-for-agencies): Monday works for agencies until you count the add-ons. What you bolt on, which plan you actually land on, and the 250-action automation ceiling.
- [Notion for Agencies: The Client Access Problem](https://atwork.so/blog/notion-for-agencies): Notion guests get pages, not scoped views. Scoping a database to one client needs the Business tier at EUR 19.50 a member. What that means for agencies.
- [Using Atwork as Your Email Client: Workflows, Dashboards, and More](https://atwork.so/blog/atwork-as-email-client): Connect Gmail or any mailbox to Atwork and your emails become structured data — triage them in an inbox view, automate them with workflows, and chart them on…
- [7 Email Workflows That Turn Your Inbox Into a Task List](https://atwork.so/blog/turn-emails-into-tasks): Seven Atwork workflow recipes that turn emails into tasks automatically: support triage, auto-replies, lead capture, invoice routing, VIP escalation, and more.
- [What a Real Estate CRM Actually Needs (Properties, Viewings, Offers)](https://atwork.so/blog/real-estate-crm-guide): A real estate CRM needs properties, viewings and offers linked to one buyer record. See how it works in Atwork and start from a ready-made template.
- [Recruiting CRM: Why Candidates Should Be Contacts, Not Rows](https://atwork.so/blog/recruiting-crm-guide): An ATS forgets candidates when a role closes; a recruiting CRM doesn't. See how to run your hiring pipeline on candidate records in Atwork, from a ready temp…
- [Insurance CRM: Policies, Claims and Renewals on One Client Record](https://atwork.so/blog/insurance-crm-guide): Brokers lose renewals to scattered records. See how to run policies, claims and quote requests on one client record in Atwork, from a ready-made template.
- [Agency CRM: From Project Inquiry to Retainer in One Workspace](https://atwork.so/blog/agency-crm-guide): Agencies split deals, projects and retainers across tools and lose the client story. See how to run all three on one record in Atwork, from a ready template.
- [SaaS Sales CRM: Pipeline, Trials and Renewals in One Loop](https://atwork.so/blog/saas-sales-crm-guide): A SaaS pipeline doesn't end at closed-won — renewals are where revenue lives. See how to run demos, trials, deals and renewals in Atwork, from a ready template.
- [Ask Your AI Assistant About Your Work: Connecting Atwork](https://atwork.so/blog/connect-atwork-to-your-ai-assistant): Ask your AI assistant about your Atwork tasks, sheets and dashboards without opening Atwork. What it can do, what it cannot, and how permissions stay safe.
- [Workflow Automation: The Rules Teams Keep, and the Ones They Switch Off](https://atwork.so/blog/workflow-automations-teams-keep): Most workflow automations get switched off within a month. Which rules survive, which fail, and how to tell the difference before you build them.
- [Custom AI Agents in Atwork: Assign Work to an AI Teammate](https://atwork.so/blog/custom-ai-agents-in-atwork): Build a custom AI agent in Atwork, scope what it can see, assign it tasks like a colleague, and @mention it in comments. A practical setup guide.
- [How to Write an AI Agent Persona That Actually Works](https://atwork.so/blog/ai-agent-persona-writing-guide): Five things every AI agent persona should spell out, with before-and-after examples you can copy. Written for people configuring agents, not engineers.
- [What Can an AI Agent in Your Workspace Actually See?](https://atwork.so/blog/what-can-an-ai-agent-see): Scope, capabilities, and identity: how to reason about what an AI agent can read and change in your workspace before you roll one out to your team.
- [Connect Your Workspace to Claude with MCP](https://atwork.so/blog/connect-atwork-to-claude-mcp): Atwork speaks MCP, so Claude can read your sheets and create tasks directly. What it can do, what it cannot, and when this beats using an in-app agent.
- [AI Agent or Automation? How to Choose the Right One](https://atwork.so/blog/ai-agent-vs-automation): A practical rule for deciding between a workflow automation and an AI agent, plus a comparison table covering cost, reliability and how each one fails.
- [How to Build a Support Triage Agent in Atwork](https://atwork.so/blog/build-a-support-triage-agent): Step-by-step: scope, persona, statuses and review loop for an AI agent that triages incoming support requests and hands each one back to a human.
- [Which AI Model Should Power Your Agent?](https://atwork.so/blog/choosing-an-ai-model-for-your-agent): Pick your AI agent's model tier by job shape, then set reasoning effort: start cheap at the default level and raise reasoning before the tier.
- [How to Build Your First Workflow Automation in Atwork](https://atwork.so/blog/build-your-first-workflow-automation): Build one real automation end to end: pick the trigger, add a condition so it does not fire on everything, choose the action, and test it without spamming yo…
- [Which View Should This Project Use?](https://atwork.so/blog/which-view-should-this-project-use): Table, board, calendar, timeline or gantt — three diagnostic questions that tell you which view fits your project, and the signs you picked the wrong one.
- [How to Structure a Sheet So It's Still Useful in Six Months](https://atwork.so/blog/how-to-structure-a-sheet): Why sheets decay, and the field-design rules that prevent it: one field per fact, when to use a select, when to split into a second sheet, and how to clean u…
- [Your First Hour in a New Work OS](https://atwork.so/blog/first-hour-in-a-new-work-os): A minute-by-minute plan for evaluating a work platform: bring in real work, fix the view, invite one colleague, automate one habit, and know by the end wheth…
- [The Building Blocks of Atwork: Spaces, Sheets, Items, Fields and Views](https://atwork.so/blog/atwork-building-blocks): How spaces, sheets, items, fields and views fit together, what decision belongs at each level, and which choices are hard to reverse once your team is using …
- [Relation, Mirror, Rollup and Formula: Which One Do You Need?](https://atwork.so/blog/relation-mirror-rollup-formula): One worked example — clients and projects — carried through all four connected field types, so you can tell which one your problem actually calls for.
- [Select, Multi-Select, Status or Checkbox: Choosing a Choice Field](https://atwork.so/blog/choice-and-status-fields): Which choice-shaped field to use and what breaks if you pick wrong — why Status is special, the one-vs-many test, and when a checkbox is a mistake.
- [Employee, Team, Job or Contact: Which People Field Do You Need?](https://atwork.so/blog/people-fields-in-atwork): How to choose between Employee, Team, Job, their list variants, Contact and Attendees — and why this is the most expensive field decision to reverse.
- [What Building a Production MCP Server Actually Takes](https://atwork.so/blog/production-mcp-server-lessons): Running an MCP server in production is mostly authorization and tool design, not protocol work. Lessons from putting a real workspace behind MCP.
- [CRM Strategy: What It Is, Why It Matters, and How to Build One That Works](https://atwork.so/blog/what-is-crm-strategy): Learn what a CRM strategy is, why it’s essential for business success, and how to create one that drives better relationships and revenue. A step-by-step gui…
- [10 Powerful CRM Dashboard Charts You Should Be Using](https://atwork.so/blog/10-powerful-crm-dashboard-charts-you-should-be-using): Make better decisions with data. Explore 10 essential CRM dashboard charts — from sales funnels to lead sources — and see how you can create them easily in A…
- [7 Proven Ways to Build a High-Performing Feedback Culture at Work](https://atwork.so/blog/7-proven-ways-to-build-a-high-performing-feedback-culture-at-work): Unlock the full potential of your team with these 7 powerful feedback strategies. Learn how to create a culture of growth, trust, and performance using moder…
- [What is 360-Degree Feedback? Benefits, Use Cases & How It Works](https://atwork.so/blog/what-is-360-degree-feedback): Discover how 360-degree feedback empowers growth through multi-source evaluations. Learn its benefits, real-world use cases, and how to implement it effectiv…
- [Why Traditional CRMs Are Failing Teams in 2025 (And What to Use Instead)](https://atwork.so/blog/why-traditional-crms-are-failing-teams-in-2025-and-what-to-use-instead): The old CRM model is broken, and modern businesses know it. Customer Relationship Management (CRM) systems were once game-changing tools. They promised [&hel…
- [Top 5 Reasons Teams Switch to Atwork CRM](https://atwork.so/blog/top-5-reasons-teams-switch-to-atwork-crm): Say goodbye to rigid systems, and hello to the CRM that works your way. If you’ve used a CRM before, you probably […]
- [How to Set Up Your Custom CRM in Atwork in Under 15 Minutes](https://atwork.so/blog/how-to-set-up-your-custom-crm-in-atwork-in-under-15-minutes): Get started fast with a plug-and-play CRM or build your own—no code required. Managing your customers shouldn’t feel like managing software. With […]
- [What Is Atwork CRM? A No-Code CRM That Works Your Way](https://atwork.so/blog/what-is-atwork-crm): As your business grows, managing customer relationships becomes more complicated—and spreadsheets just don’t cut it anymore. You need a CRM. But not […]
- [How to Streamline HR Operations Using Atwork’s No-Code Platform](https://atwork.so/blog/how-to-streamline-hr-operations-using-atworks-no-code-platform): Simplify and automate your HR processes with Atwork. Learn how to manage employee data, onboarding, time-off requests, and performance reviews using Atwork’s…
- [Top 7 Make Automation Use Cases with Atwork: Boost Productivity Without Code](https://atwork.so/blog/top-7-make-automation-use-cases-with-atwork-boost-productivity-without-code): Discover the top 7 automation workflows you can build using Make and Atwork—no coding needed. Learn how to connect your tools, save time, and streamline work…
- [Unlocking the Power of Automation: How Atwork Integrates Seamlessly with Make, Zapier, and n8n](https://atwork.so/blog/automation-platforms): In today’s fast-paced business environment, automation isn’t a luxury—it’s a necessity. From reducing repetitive tasks to ensuring seamless data flow across …
- [Understanding Goal Management and Its Importance for SME Teams](https://atwork.so/blog/understanding-goal-management-and-its-importance-for-sme-teams): Effective goal management is the backbone of high-performing teams—from sales and development to HR and operations. In this comprehensive guide, we explore l…
- [Why Most Productivity Tools Fail (And How Atwork Helps You Actually Get Things Done](https://atwork.so/blog/why-productivity-tools-fail-atwork-solution): Struggling with productivity tools that promise efficiency but deliver chaos? Research shows 70% fail due to rigidity and complexity. Atwork, an AI-powered W…
- [How Poor Task Management Impacts Productivity: Solutions with Task Management Software](https://atwork.so/blog/how-poor-task-management-impacts-productivity): Poor task management disrupts productivity, causing missed deadlines, stress, and inefficient workflows for freelancers, startups, and small teams. This arti…
- [Lifetime Redeeming Instructions](https://atwork.so/blog/lifetime-redeeming-instructions): Follow these steps to redeem your Lifetime code in Atwork: Troubleshooting 🔹 Note: Lifetime codes can only be redeemed once and are […]
- [10 Work Hacks You’ll Wish You Knew Sooner](https://atwork.so/blog/10-work-hacks-boost-productivity): “Struggling with work chaos? These 10 proven work hacks will save your day! From 25-minute timers to quick chats, learn simple tricks to boost productivity, …
- [How to Prioritize Tasks When Everything Feels Urgent: A Practical Guide with Atwork Work OS](https://atwork.so/blog/task-prioritization-urgent-atwork): Feeling swamped by urgent tasks? Learn how to prioritize like a pro with Atwork Work OS. From Kanban boards to AI insights, this guide helps freelancers and …
- [How to Manage Remote Teams Effectively: Proven Strategies and Tools for Success](https://atwork.so/blog/manage-remote-teams-effectively): How to Manage Remote Teams Effectively Remote work has transformed the way businesses operate, offering flexibility, access to global talent, and cost [&hell…
- [5 Must-Have Productivity Tools for Startups: Why Atwork Stands Out](https://atwork.so/blog/productivity-tools-for-startups): 5 Must-Have Productivity Tools for Startups: Why Atwork Stands Out Launching and scaling a startup is an exhilarating journey, but it comes […]
- [Freelancers vs. Teams: Best Atwork Views for Every Workflow](https://atwork.so/blog/best-atwork-views-freelancers-teams): Freelancers vs. Teams: Best Atwork Views for Every Workflow Managing work efficiently depends on the right tools and views. Whether you’re a […]
- [How AI-Powered Task Management Can 10x Your Productivity: A Comprehensive Guide](https://atwork.so/blog/ai-powered-task-management): In today’s fast-paced world, managing tasks efficiently is the key to success. Whether you’re a freelancer, a startup founder, or part of […]
- [Charts View in Atwork](https://atwork.so/blog/charts-view-in-atwork): The Charts View in Atwork empowers users to transform raw data into meaningful visualizations, making it ideal for business reporting, performance tracking, …
- [Data Types (Columns) in Atwork](https://atwork.so/blog/data-types-columns-in-atwork): Data Types (Columns) in Atwork Understanding Data Types in Atwork Atwork provides a wide range of data types (columns) to help you […]
- [Introduction to Views in Atwork](https://atwork.so/blog/introduction-to-views-in-atwork): Introduction to Views in Atwork Atwork offers a variety of views to help you visualize and manage your data efficiently. Each view […]
- [Table View in Atwork](https://atwork.so/blog/table-view-in-atwork): Table View in Atwork The Table View in Atwork is a versatile and powerful tool for managing structured data. It functions like […]
- [Kanban Board View in Atwork](https://atwork.so/blog/kanban-board-view-in-atwork): The Kanban Board View in Atwork is designed to provide a visual, intuitive way to organize tasks and workflows. It’s perfect for managing projects, tracking …
- [Calendar View in Atwork](https://atwork.so/blog/calendar-view-in-atwork): The Calendar View in Atwork is a versatile tool for scheduling and managing tasks or events, providing a clear, time-based perspective on your workflow.
- [Creating Your First Workflow in Atwork](https://atwork.so/blog/creating-your-first-workflow-in-atwork): Task Management One of the simplest yet most practical features of Atwork is its task management software. You can either use the […]
- [Simple Task Tracker](https://atwork.so/blog/simple-task-tracker): Simple Task Tracker” is a streamlined and user-friendly template designed for individuals and small teams to efficiently manage tasks and track their […]
- [Tips to crush SMB task management with Atwork](https://atwork.so/blog/tips-crush-smb-task-management-atwork): In the dynamic landscape of small and medium-sized businesses (SMBs), efficient task management is the cornerstone of success. However, navigating the comple…
- [Is Atwork useful for freelancers?](https://atwork.so/blog/is-atwork-useful-for-freelancers): Freelancing comes with a unique set of challenges, from juggling multiple projects to maintaining a steady workflow. In this dynamic environment, effective […
- [Workload management: How to manage your team’s workload?](https://atwork.so/blog/workload-management-how-to-manage-your-teams-workload): Workload management is the backbone of productivity in any team or project. It’s about keeping track of who does what, when, and […]
- [What is workflow management?](https://atwork.so/blog/what-is-workflow-management): Welcome to Atwork latest blog post exploring the world of workflow management! In this article, we’ll delve into the intricacies of what […]
- [Best way to manage team tasks effectively](https://atwork.so/blog/best-way-to-manage-team-tasks-effectively): In teamwork, making sure everyone knows what they’re doing is super important. Doesn’t matter if you’re all in one place or scattered […]
- [How to prioritize tasks the right way?](https://atwork.so/blog/how-to-prioritize-tasks-the-right-way): In our busy lives, knowing what to do first can be tough. But with the right approach, you can tackle tasks like […]
- [Task Management Basics | Atwork Guide](https://atwork.so/blog/task-management-basics-atwork-guide): Welcome to the Atwork blog! Today, we’re diving into the fundamental principles of task management. Whether you’re a seasoned manager, a freelancer, […]
- [How to register and login in Atwork?](https://atwork.so/blog/how-to-register-and-login-in-atwork): How to register and login in Atwork? Ready to dive into the world of efficient work management with Atwork? It all begins […]
- [What Is Data Management?](https://atwork.so/blog/what-is-data-management): Data Management: Simplifying Information Handling In today’s fast-paced world, efficient data management is crucial. Whether you’re an individual or a busine…
- [Introduction to Kanban](https://atwork.so/blog/introduction-to-kanban): Introduction to Kanban Kanban is a popular way to organize work in software development. It’s all about keeping track of tasks and […]
- [What is Gantt chart?](https://atwork.so/blog/what-is-gantt-chart): What is Gantt chart? Gantt charts are powerful tools used in project management to visualize tasks, timelines, and dependencies. They offer a […]
- [Introducing Atwork Kanban](https://atwork.so/blog/introducing-atwork-kanban): Introducing Atwork Kanban Meet Atwork Kanban – your ticket to hassle-free productivity! 🚀 This article is your guide to the magic of […]
- [Time Management Tips for Small Business Owners](https://atwork.so/blog/time-management-tips-for-small-business-owners): Time Management Tips for Small Business Owners In the fast-paced world of entrepreneurship, every second counts. Small business owners are the backbone [&hel…
- [Choosing the Right Coworking Software](https://atwork.so/blog/choosing-right-coworking-software): Choosing the Right Coworking Software In a world where flexibility and collaboration are paramount, coworking spaces have emerged as a modern solution [&hell…
- [What are the 7 R’s of change management?](https://atwork.so/blog/what-are-the-7-rs-of-change-management): What are the 7 R’s of change management? Change is a part of life, and organizations need to adapt. Change management helps […]
- [Basic project management skills](https://atwork.so/blog/basic-project-management-skills): Basic project management skills Project management skills are essential competencies required to effectively guide a project from inception to completion. Th…
- [Attendance Management for Remote Teams: Challenges and Solutions](https://atwork.so/blog/attendance-management-for-remote-teams-challenges-and-solutions): Attendance Management for Remote Teams: Challenges and Solutions In the wake of the COVID-19 pandemic, remote teams have become a pervasive and […]
- [How do you manage Teams chat?](https://atwork.so/blog/how-do-you-manage-teams-chat): How do you manage Teams chat? In today’s fast-paced work environment, effective communication and collaboration among team members are paramount for success.…
- [All About Remote Team Performance Metrics](https://atwork.so/blog/all-about-remote-team-performance-metrics): All About Remote Team Performance Metrics In today’s fast-paced digital landscape, businesses have transitioned to remote work at an unprecedented rate. Mana…
- [Top 5 CRM Software for Small Businesses](https://atwork.so/blog/top-crm-software-small-businesses): Top 5 CRM Software for Small Businesses Customer relationship management (CRM) software is a tool that helps businesses manage their interactions with [&hell…
- [Atwork Change Management Software](https://atwork.so/blog/atwork-change-management-software): Change Management Change is a part of life, and businesses are no exception. From small changes, like the coming and going of […]
- [What exactly is CRM?](https://atwork.so/blog/what-exactly-is-crm): What exactly is CRM? In the fast-paced landscape of modern business, the term “CRM” is often thrown around, but what is CRM? […]
- [How to Create Your Own CRM in Atwork?](https://atwork.so/blog/how-to-create-your-own-crm-in-atwork): How to Create Your Own CRM in Atwork? If you’ve found your way here, chances are you’ve recently acquired Atwork’s smart panels. […]
- [Creating a Fair Attendance Policy: Best Practices for Employers](https://atwork.so/blog/creating-a-fair-attendance-policy-best-practices-for-employers): Creating a Fair Attendance Policy: Best Practices for Employers Best Practices for Employers emphasizes the significance and impact of attendance policies on…
- [Work-Life Balance for Small Business Owners and Employees](https://atwork.so/blog/work-life-balance-for-small-business-owners-and-employees): Work-Life Balance for Small Business Owners and Employees Many people dream of owning their own business, however small it may be. But […]
- [What Are the Main Management Theories?](https://atwork.so/blog/what-are-the-main-management-theories): What Are the Main Management Theories? There are numerous management theories in the business world. Some date back to the 19th century, […]
- [Team management vs. team leadership](https://atwork.so/blog/team-management-vs-team-leadership): Team management vs. team leadership When it comes to running a successful team, having the right person at the helm makes all […]
- [Tips for managing change in the workplace](https://atwork.so/blog/tips-for-managing-change-in-the-workplace): Tips for managing change in the workplace Change in the workplace is inevitable, and every successful business must change to remain competitive. […]
- [Best Coworking Space Management Software](https://atwork.so/blog/best-coworking-space-management-software): Best Coworking Space Management Software In today’s dynamic business landscape, the demand for flexible workspaces has soared, making coworking spaces a thri…
- [Proven Change Management Models for the Workplace](https://atwork.so/blog/proven-change-management-models-for-the-workplace): Proven Change Management Models for the Workplace In today’s rapidly evolving business landscape, managing change in the workplace has become more crucial [&…
- [How AI is Transforming the Healthcare Industry](https://atwork.so/blog/how-ai-is-transforming-the-healthcare-industry): If you’re the one responsible for keeping track of company meetings, here’s everything you need to know about writing effective work ad.
- [5 Ways AI Can Drive Your Business Growth](https://atwork.so/blog/5-ways-ai-can-drive-your-business-growth): This is another way of saying, “We’ve been in business for a long time because people love our products and trust us.”
- [The Future of AI in Business: What Leaders Need to Know”](https://atwork.so/blog/the-future-of-ai-in-business-what-leaders-need-to-know): Again, customers liked to be affirmed in their decisions. This phrase communicates that if the customer buys your products.

## Key pages

- [Pricing](https://atwork.so/pricing): Free, Pro and Business plans, priced per seat with no minimum
- [Product overview](https://atwork.so/product)
- [Tasks & Projects](https://atwork.so/features/tasks): Boards, subtasks, dependencies and checklists — assignable to teammates or AI agents
- [Automation](https://atwork.so/features/automation): Visual workflows triggered by data changes, schedules, buttons or incoming messages
- [Integrations](https://atwork.so/features/integrations): Telegram, LinkedIn, Slack, Zoom, Google Calendar and more, wired into sheets and workflows
- [Forms](https://atwork.so/features/forms): Quick, free-design, card-style and AI-generated forms that write straight into sheets
- [Data & Sheets](https://atwork.so/features/data): Typed columns, connected records and views over the same data
- [Charts](https://atwork.so/features/charts): Charts built from sheet data in three steps — group, aggregate, visualise
- [Calendar](https://atwork.so/features/calendar): Shared calendars, booking links and availability that respects focus time
- [AI Agents](https://atwork.so/agents): Dana, the built-in AI assistant, plus custom agents you configure, scope and assign work to
- [AI Assistant (MCP)](https://atwork.so/mcp): Connect Claude, ChatGPT or Cursor to your workspace over MCP at https://mcp.atwork.so/mcp
- [Help centre](https://atwork.so/help)
- [FAQ](https://atwork.so/faq)
- [Contact](https://atwork.so/contact)

## Optional

- [Privacy policy](https://atwork.so/privacy)
- [Terms](https://atwork.so/terms)
- [Data processing agreement](https://atwork.so/dpa)
- [Subprocessors](https://atwork.so/subprocessors)
- [RSS feed](https://atwork.so/rss.xml)