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Setting up rooms and categories

Rooms keep conversations organised by job; categories keep the sidebar organised by area. Most stores settle on three or four rooms.

  • #daily-ops: order flow, staffing, and blockers. The default home for the day.
  • #fulfillment: the packing queue and shipment exceptions.
  • #announcements: store-wide news, pinned so it stays visible.
  • #staff-clockin (private): shift check-ins and availability.
  • Group rooms under categories like Operations or Management; categories can be private too.
Worth knowing

Create rooms with New room and categories with New category, both in the top bar. Rooms can be renamed later without losing history.


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