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Team collaboration and task assignment

Invite members and assign roles

Invite colleagues into the workspace and grant permissions by role: who can create projects, who can publish content, and who can only view authorized information.

Create and assign tasks and track deliverables

Tasks can define an owner, deadline, required deliverables, and completion criteria. Members can see assigned tasks on the web or in the mobile app. When they upload a deliverable such as a file, photo, recording, or transcript, it is automatically connected to the relevant knowledge base record. Managers can see who has completed the task and who has not submitted their work.

Team conversations: direct and group messages

GDDAO includes team messaging for one-to-one and group conversations, with text, attachments, and read status. Important content from a thread can be saved directly to the knowledge base.

Tag AI in a conversation

Tag AI in a conversation to organize the discussion, create tasks, or summarize key points. Tag AI has stricter tool permissions than a standard Portal conversation. It does not automatically read the entire workspace and only works within the scope authorized for that conversation.

Invite external collaborators to a specific project

You do not need to make an external partner a full workspace member. Invite them to a specific project instead, so they can only view and change information within that project and cannot access unrelated workspace content.