Help / field manual

Find the next safe step.

Short, factual guides for getting into a workspace, running daily work, managing connections and billing, and handling administrative changes.

Guide scopeEach guide stays focused on the choices and actions available inside RelayBoard.

01—09

Guide index

From first access to final export.

Choose the object or handoff you are working on. Each guide points to related workflows when the next step crosses a boundary.

  1. 01Create or join a workspaceChoose the correct path for a new company, an employee company code, a leadership access code, or an email-bound invitation.
  2. 02Account accessSign in, request an email sign-in link, recover a password, or return through an invitation without losing safe workspace context.
  3. 03Tasks and handoffsCreate owned work with bounded recurrence, status, priority, due time, subtasks, reminders, editable comments, validated mentions, and change history.
  4. 03AMy work and keyboard navigationReview a personal action queue built from your workspace records, then navigate, search, or open permitted creation forms from the keyboard.
  5. 04AnnouncementsPublish company-wide or targeted updates with priority, expiration, pinning, reactions, comments, and validated mentions.
  6. 05MeetingsPlan one-time or bounded recurring meetings with ordered agendas, explicit responses, shared decisions, and action items that can become linked tasks.
  7. 06Notifications and digestsUse in-app notifications and category preferences, plus a scheduled daily email summary based on the workspace’s local hour.
  8. 07Calendar push-outConnect an eligible workspace to ICS, Apple Calendar, Google Calendar, or Outlook while RelayBoard remains the meeting source of truth.
  9. 08Billing and cancellationUnderstand base-plus-seat pricing, billing access, Paddle checkout, subscription changes, and period-end cancellation.
  10. 09Workspace export and deletionDownload a bounded business-data snapshot or separately request queued workspace deletion and provider cleanup.
  11. 10API keys and outbound webhooksUse the Pro workspace's documented task, announcement, meeting, and member API plus signed outbound events.

Next handoff

Still need a human handoff?

Use the contact desk for account, billing, privacy, or product questions.

Open contact desk