Collaboration 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 Collaborate section of the sidebar.
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 29 field types --- text, numbers, dates, status indicators, people, formulas, file attachments, and many more --- to capture every detail your team needs. Switch between 7 view types (List, Kanban, Gantt, Timeline, Calendar, Form, and Workload) to see the same data from different angles. Automate repetitive work with the built-in automation engine, which supports 6 trigger types and 8 action types 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.
Documents
Documents provide real-time collaborative editing powered by a rich text editor. Create and organize documents in a tree structure with nested folders, similar to a wiki. Multiple people can edit the same document 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 Documents.
Drive
Drive is Copera's built-in file storage and management system. Upload any file type, organize files into folders, and share them with your team. Drive integrates with OnlyOffice for in-browser editing of Word documents, Excel spreadsheets, and PowerPoint presentations --- no desktop software required. Files uploaded to Drive can be attached to board rows, embedded in documents, or shared via direct links.
Learn more in Drive.
DocSign
DocSign brings e-signature workflows into Copera. 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 documents, the AI assistant can draft text, summarize sections, translate content, and answer questions about your document. 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 Collaborate section in the sidebar gives you quick access to all your boards, documents, files, and whiteboards. Use the Command Palette with Ctrl+K (Windows/Linux) or Cmd+K (Mac) to jump to any collaboration tool instantly.