Start with the moment work changes hands.
These are hypothetical workflow scenarios—not customer stories or endorsements. They show how RelayBoard features can be combined.
Scope noteRelayBoard is a general small-team operations product and is not presented as an industry-specific compliance solution.
01
Role scenarios
Four ways to run the next handoff.
Office coordinator
The opening plan changes. Post a pinned announcement, update the affected tasks, and schedule a targeted handoff meeting.
A shared update with owned follow-upTeam lead
Several deliverables are due today. Open My work, read each displayed urgency reason, open the task context, then mention the right teammate in the task comment.
A personal queue that links back to the sourceOperations manager
A fictional recurring review needs structure. Create a bounded series with an agenda template, ask for explicit responses, record decisions, and link an action to a RelayBoard task.
A visible cadence with occurrence-specific follow-upWorkspace administrator
The team or controls change. Manage members and codes, review the audit trail on eligible plans, or export the workspace’s business data.
Administrative work has a defined home02
Example day
A Monday at a 15-person services office.
A fictional walkthrough of the product interface. It is not based on a real RelayBoard customer.
Step 01 / 08:00
The workspace’s scheduled digest summarizes due tasks, recent announcements, and upcoming meetings for eligible recipients.
Step 02 / 08:45
A manager opens My work from the dashboard, checks the documented queue order, and reads a pinned process update.
Step 03 / 09:00
They delegate four tasks with due times. Assignees receive in-app notifications if that category is enabled.
Step 04 / 09:15
A teammate comments that a deliverable needs help. The manager replies in context and updates the task.
Step 05 / 10:00
The team reviews a targeted meeting on the shared calendar. A Business or Pro workspace can push it to a connected external calendar.
Step 06 / 16:30
The manager uses a saved My work view to review what remains and leaves the next handoff inside the relevant task.
Next handoff
Model your own operating day.
Use tasks, updates, and meetings in the combination that matches your team’s actual rhythm.