Work Overview
Copera's collaboration tools give your team everything it needs to manage projects, create content, store files, collect signatures, and brainstorm visually --- all in one platform. Instead of jumping between separate apps for project tracking, document editing, and file storage, you can do it all from the Work area. (Work was previously called Collaborate.)
Boards
Boards are Copera's flexible project management tool. Each board contains one or more tables where you organize work into rows and columns. Choose from 32 field types --- text, numbers, dates, status indicators, people, formulas, file attachments, and many more --- to capture every detail your team needs. Switch between 8 view types (Grid, Kanban, Gantt, Timeline, Calendar, To Do, Form, and Workload) to see the same data from different angles. Automate repetitive work with the built-in automation engine --- a visual builder with triggers for rows, comments, forms, schedules, dates, and meetings, and actions across rows, fields, communication, documents, and AI, plus an AI builder that turns a plain-language description into a working automation --- to keep data up to date without manual effort. Boards also include 100+ formula functions, templates, CSV import/export, Monday.com import, and a granular permissions model with 14 role settings so you can control exactly who sees and edits what.
Learn more in Boards.
Pages
Pages (previously called Docs) provide real-time collaborative editing powered by a rich text editor. Create and organize pages in a tree structure with nested folders, similar to a wiki. Multiple people can edit the same page simultaneously with live cursors and presence indicators. Documents support headings, tables, images, code blocks, task lists, embedded content, and more. An AI assistant is available inside the editor to help draft, summarize, or refine your content.
Learn more in Pages.
Drive
Drive is now an area of its own: click Drive in the top bar. It is where you create and store files, edit Word, Excel, and PowerPoint files together in Copera Office, write Markdown files, create designs, and send documents for signature with DocSign. Files in Drive can still be attached to board rows, embedded in pages, or shared via direct links.
Learn more in Drive.
DocSign
DocSign brings e-signature workflows into Copera, from the Drive area. Upload a document, place signature fields, assign signers, and send it out for signing --- all without leaving the platform. Track the status of each signature request in real time and receive notifications when documents are signed. Completed documents are stored securely and are available for download at any time.
Learn more in DocSign.
Whiteboards
Whiteboards provide an infinite canvas for visual collaboration. Use them for brainstorming sessions, process mapping, wireframing, or any task that benefits from freeform drawing and sticky notes. Whiteboards support real-time collaboration so multiple team members can draw, add shapes, and arrange ideas simultaneously. You can also launch a whiteboard during a meeting channel session for live visual collaboration.
Learn more in Whiteboards.
AI Features
Copera's AI capabilities are woven throughout the platform. In boards, AI can help generate content for fields and analyze data. In pages, the AI assistant can draft text, summarize sections, translate content, and answer questions about your page. In communication channels, the AI can summarize long conversations and answer questions based on message history. These features work together to help your team move faster and stay focused on what matters most.
Learn more in AI.
The Work area gives you quick access to all your boards, pages, and whiteboards. Use the Command Palette with Ctrl+K (Windows/Linux) or Cmd+K (Mac) to jump to any collaboration tool instantly.