Workspace Calendar guide
See workspace-level ALLO work, project schedules, OKR sessions, and Google Calendar events by date.
Project and goal guides
Understand projectsSee how projects group canvases, dates, tags, members, and progress.Create and organize a projectStart a project, add canvases, and choose the view that fits the work.Connect goals to workUse OKRs when the team needs objectives, key results, and check-ins.Review progress in dashboardsUse dashboards and calendars to scan progress without opening every canvas.
Core guides
Related guides
| Guide | Covers |
|---|---|
| Create a dashboard | Create a dashboard, choose where it appears, and understand who can see or change it. |
| Create a Session | Set up the planning period where Objectives, Key Results, Initiatives, Check-ins, and Snapshots will be tracked. |
| Use Google Calendar with Workspace Calendar | Connect Google Calendar, choose which Google calendars appear in Workspace Calendar, and open or create ALLO canvases from Google events. |
| Manage Session cadence | Plan Goals/OKRs periods, choose a Check-in cadence, name Sessions clearly, and know when to create a new Session or archive an old one. |
| Import and create projects with AI | Use ALLO AI to turn spreadsheets, PDFs, meeting notes, Trello, Asana, Monday.com, or a written prompt into a structured project draft. |
| Import OKRs with AI | Turn planning documents or pasted text into a reviewable Goals/OKRs draft, then create a new Session or append Objectives and Key Results to an existing Session. |
| Good OKRs vs bad OKRs | Use practical examples to write Objectives, Key Results, and Initiatives that are clear enough to review in ALLO. |
| Create a canvas in a project | Create project canvases with clear names, sections, owners, dates, tags, and progress behavior. |
| Create an Objective | Create a clear Objective that defines direction for a Session before adding measurable Key Results and Initiative canvases. |
| Manage dashboards | Rename, archive, restore, or delete dashboards so the active list stays trustworthy. |
| Organize canvases and sections | Use Project List to create canvases, reorder sections, move canvases across sections, nest sub-canvases, and set project progress. |
| Add a canvas to a project | Move or copy an existing canvas into a project, place it in a section, or nest it under another canvas. |
| Add Key Results | Add measurable Key Results, choose clear units, and use Check-ins so Objective progress can be reviewed honestly. |
| Use dashboard widgets | Add and arrange dashboard widgets, and fix widgets that show nothing. |
| Connect resources to a dashboard | Use pinboard widgets to connect projects, canvases, files, and links to the dashboard people review. |
| Create an Initiative | Create the canvas that Goals/OKRs calls an Initiative, so plans, notes, subtasks, and review material stay connected to the outcome they support. |
| Use project views | Switch between Dashboard, List, Calendar, Kanban, and Timeline views while keeping the same project canvases and progress signal. |
| Project Dashboard and progress | Read Project Dashboard, burndown, top risks, activity, and progress numbers based on canvases in complete sections. |
| Project dates, status, and notifications | Set project date ranges and status, understand Inbox notifications, and separate project dates from canvas dates. |
| Check in progress | Use Check-ins to update Key Result or Objective progress with values, status, and context the team can review later. |
| Share a dashboard | Control who can open a dashboard, what they can change, and why dashboard actions may be disabled. |
| Use tags and filters in Projects | Understand project tags, canvas tags, and filters so you can find the right projects and canvases without hiding work by accident. |
| Manage project tags | Create, rename, reorder, delete, and use project tags to group and filter workspace projects. |
| Manage canvas tags in a project | Create, color, edit, delete, and use canvas tags for canvases inside one project. |
| Use Tree view | Navigate Goals/OKRs like a map, review cascading Objectives and Key Results, and use drag-and-drop when you need to change hierarchy or order. |
| Manage project members | Add project participants, external collaborators, and workspace members while understanding public projects, private projects, joined status, and canvas access. |
| Archive and restore dashboards | Use archived dashboards and Trash to recover dashboards or remove them when they are no longer needed. |
| Use a project calendar | Use Calendar view to review dated project canvases, create date-based canvases, and find work hidden by missing dates or filters. |
| Use Snapshots | Review weekly Goals/OKRs progress, compare current and past periods, filter by owner, and export Snapshot data for reporting. |
| Plan a launch | Use a project, canvases, tags, Calendar dates, Dashboard progress, and comments to run a launch from planning through follow-up. |
| Troubleshoot dashboards | Check dashboard access, billing or admin-hidden states, missing widgets, empty dashboards, and dashboards that were archived. |
| Troubleshoot OKR permissions | Fix missing, read-only, filtered, archived, or inaccessible Goals/OKRs items before recreating work. |
| Troubleshoot project and canvas access | Fix missing projects, read-only project views, hidden project canvases, and canvases that will not open from a project. |