Operations
Projects, orders, inventory, resources, and delivery workflows.
Operations workflows help teams coordinate execution after sales, finance, or customer success work creates a delivery commitment.
Operating areas
- Projects coordinate deliverables, owners, due dates, and progress.
- Orders represent customer-facing delivery requests.
- Inventory tracks stock, reorder needs, and item status.
- Resources provide capacity and assignment context.
Support guidance
When reporting an operations issue, include the module, record URL, status transition, assignee, and whether the issue affects one record or a full view.