Everything you need to run Noots
Guides for every part of Noots - from your first workspace to meetings, chat, AI teammates, admin controls and fixes when something misbehaves. Each article covers what a feature does, its default behavior, and exactly how to change it.
Getting started
Create or join a workspace, pick an industry preset, and bring your team in.
Noots & tasks
Projects, boards, tasks, checklists, files, templates and the tabs a Noot can carry.
- What a Noot is
- A Noot's tabs
- Board, List and Backlog
- Tasks, assignees and effort
- Subtasks & checklists
- Your to-do list
- Your Notebook
- Labels, milestones & dates
- Noot visibility & access
- Files on a Noot
- Noot templates
- Members, RAID, Goals, Budget & Deployments
- Grids and formulas
- Formatting a Grid
- Automations
- The Keys vault
Timeline & schedule health
How Noots decides what's late, the Gantt, capacity, and the "are you at risk?" check-in.
Meetings
The bot, transcripts, summaries, the vault, Studio and scheduling.
Chat & calls
Channels, DMs, commands, references, and calls that follow you around the app.
Mail & Calendar
Connect inboxes, turn email into work, and run your real schedule in-app.
AI in Noots
Hoot, per-project Autopilot, meeting AI, Nooties - and which of them to reach for.
Extensions & marketplace
What an extension is, how to install, scope and remove one, and what disabling really does.
Industry extensions
The extensions built for particular industries - IT/MSPs, engineering, healthcare and government - plus signing, org charts and training.
CRM
Leads, contacts, accounts, opportunities, activities and reports.
Forms
Ask people something, inside the workspace or through a link, and read what they said.
Strategy
Where the organization is going, how it gets there, and whether it is working: goals, programs and the portfolio.
Money and finances
The Finances tab: income, budgets across projects, spend, profitability and the alerts that say what needs a look.
Your organization
The people directory, teams and divisions, your own profile, and presence.
Org settings & billing
The admin area, roles, plans and payment, security, time off and announcements.
Notifications & appearance
What reaches you and when, Do Not Disturb, and the five colour palettes.
Developers & API
Personal tokens, the v1 API, outgoing webhooks, the inbound hooks and the desktop endpoints.
Troubleshooting & FAQ
Fixes for common issues and answers to frequent questions.
Tips & tricks
Little habits that make Noots do a lot more of the work for you.
114 articles across 19 topics
Can't find your answer?
Browse the guides above, or reach our team directly - every support ticket is created and tracked right inside Noots, so you never lose a reply.
Let your meetings run the project.
Connect Noots once and watch every conversation turn into updated boards, written summaries, and hours handed back to your team.
Free to start · No credit card required