You share a task list, and with it the linked documents. You go through all of it with the person during the conversation, so you build the onboarding plan together.

Five places where this sits today.
Six situations from ordinary work.
You dig through scraps of paper and your own memory to work out where you left off yesterday and what matters today.
Yesterday's unfinished tasks are already there — nothing to rewrite. You check them off and slide them to the bottom with one click.
For the tasks you repeat as part of your regular routine, you copy old content over and over — losing time and making a mess of your documents.
You create one template and use it again and again. Every run is a fresh copy — you close it when you're done, and it becomes part of the history.
A quick thought caught in a hurry keeps circling in your head and distracts you, or it dies in a document you forget about.
A thought caught in the scratchpad waits until the evening, ready to become a note with one click.
You jot the decisions down on the side, then create a separate file that soon disappears among the others.
A note with a table, a task list and an attachment in one place. One lasting document you come back to and share with the team.
You switch between tabs to check an instruction or a related document, losing the thread and your momentum.
You type / and a document points to a document. The preview of the linked file opens right beside it.
You return from time off and drown in things that are urgent "right now", spending half a day recalling what was agreed.
You build the structure of your return in one place. The daily roll with its history, tasks and attachments remembers what you assigned, to whom and by when.
The procedure lives in one person's head or in a file whose version nobody is sure of.
You share a task list, and with it the linked documents. You go through all of it with the person during the conversation, so you build the onboarding plan together.
Documents put into team circulation don't leave with the person. Their successor takes them over with one click, with every reference and access right intact.
Someone adds to a task list you shared. You see exactly what changed and decide with one click — the original waits untouched.
Two situations where this shows.
Every meeting starts with reconstructing the context.
Open threads carry themselves into the next conversation. You start with "what happened with what we agreed" — not from a blank page.
a layer that builds up over time.
Many sources to build one report.
You choose what goes into the report and generate a PDF. You compose it for one person or for the whole team — you decide what's in it and when it goes out.
you share the document, not access.
Account and a list for today. You can stop right there.
Unfinished tasks are already waiting. And the first procedure template.
You turn on the team in Settings.
You send named invitations.
Status, then Plan and Result.
The second one-on-one starts from what stayed open.
The first conversation takes as long as a note in a notebook. The second is what this is for.
You don't start your day in different places — you have one.
The list, the procedure and the file you need are at hand.
Agreements don't get lost between meetings.
The next conversation starts where the last one ended.
An employee leaving doesn't set the team back a quarter.
The documents stay; their successor steps into a ready environment.
An account for you and your team.