Swarm
Team channels, messages, projects and tasks.
Channels
Where the team talks and who gets into each room.
Messages
Writing, replying, attaching, flagging and finding.
- Writing and replyingWriting, formatting, mentioning, and acting on any message.
- ThreadsPulling a side conversation out of a message without filling the channel.
- Pins, saved items and remindersNever lose a message: pin it for the channel, save it for yourself, or have it brought back.
- Voice notesRecording audio in chat, and the automatic transcript.
- Direct messagesTalk to one person or a group, outside the channels.
- FilesFind any workspace file in one place, whether it came from a chat or a task.
- Search and who is aroundFind a message inside a conversation, and look people up in the directory.
- Citing records from other appsDrop a contact, a deal or an invoice into a message or a task, and see its status.
Projects and tasks
The work that gets planned, assigned and closed.
- ProjectsRun work on task boards with their own columns, public or private, internal or client.
- The boardA project's tasks in columns, with filters and drag and drop.
- LabelsLabels that belong to one project, with color, on cards, table and filters.
- Table viewSort and edit several of a project's tasks at once, in rows and columns.
- TasksCreate a task, assign it, and follow its progress until it is done.
- Checklists and commentsBreak a task into steps, and leave context where people will look for it.
- Recurring tasksRules that create a whole task, checklist, labels and priority included, on a schedule.
- Starting a projectFrom the conversation to the board, with what is worth deciding before creating anything.
Your day
Yours: assigned work, saved items and reminders.
- Swarm homeYour tasks, your channels and a recap of yesterday, on one screen.
- My workAll your tasks from every project, ordered by urgency.
- Swarm notificationsHear about mentions, assignments, comments and due dates, and decide how Swarm interrupts you.
- Ask SwarmQuestions about the workspace's tasks, channels and people.
Calendar
Days, weeks, recurrence, invitees, public booking and iCal.
- The calendarWhere it lives, the four views, keyboard shortcuts, and which timezone it works in.
- Creating and editing eventsQuick-create on an empty cell, the full editor, the peek preview, and dragging to move or resize.
- Recurring eventsRepeat an event, choose the scope of each edit, and split one occurrence off as an exception.
- Guests and RSVPAdding people to an event, answering Yes/Maybe/No, and what happens to an occurrence you decline.
- RemindersWhen they fire, which channel, the workspace's automatic reminder, and the email you can turn on separately.
- Team view and visibilitySeeing colleagues' calendars next to yours, a detail-free "Busy" block, and controlling what they see of yours.
- Public booking pagesA schedule other people can book on their own, the public page a guest sees, and the manage link for the appointment.
- Export and import (ICS)Downloading one event, subscribing your whole calendar from another app, and importing an .ics file.
- Deal closings on the calendarBrings each Wrap deal's expected close date onto your calendar.
- Calendar settingsThe workspace's working hours and your own, week start, default duration, the automatic reminder, and the public-booking switch.
Mobile app
Swarm on iPhone and iPad: what it has, and what stays on the browser.
Settings
Personal preferences and workspace settings.