Projects

Group the context that belongs together

ProjectsActive14New Project
ProjectMembersMeetingsFilesLast activity
Development
50
Marcus invited a member1d
Support
100
Brede removed a meeting1d
Onboarding
42
Marcus added a meeting4mo
Sales Pipeline
83
Samuel added a task2d
Design System
65
Rune updated the brief3d
Q3 Launch
31
Marcus added a meeting5d
Research
20
Brede invited a member1w
Customer Success
124
Samuel removed a meeting1w
Marketing
72
Rune updated the brief2w
Q4 Roadmap
51
Marcus added a meeting2w
Partnerships
93
Samuel invited a member3w
Hiring
40
Brede added a task3w
Mobile App
116
Rune updated the brief1mo
Data Migration
32
Marcus removed a meeting1mo
Development

Brief

Workspace for the core product team. Specs, calls and decisions in one place.

Add meetingAdd membersAdd task

Recent activity

View all

Marcus added a new meeting

Just now

Brede added a new file

Just now

Samuel Nuri invited a member

1d

Marcus Ruud added a task

1d

Rune Selvik updated the brief

2d
Catch me upAction itemsDecisionsConnect the dots
Ask about this project
OverviewMeetings5Tasks1FilesMembers2

Recent meetings

Sprint PlanningJust now
Weekly Product ReviewMay 29
Discovery CallMay 15
videotestMay 13

Tagged People

Brede KristensenMarcus RuudRune SelvikSamuel Nuri

Files

Demo Recording.pdf123.2 KB
Project Brief.pdf80.8 KB
Feature Spec.pdf412 KB

Members

Brede KristensenMarcus Ruud
UiA
The North Alliance
Aprila Bank
KLP
Riff
ScaleupXQ
Abacus
Interwell
TRY
Reodor Studios
Proplan
SuperOffice
Volvat

One record for the whole project

Pull the meetings, people, files, and notes for anything you're working on into a single record. Then just ask Trale about it.

Create the project

Name the project, whether it's a client, an initiative, or anything you're working on.

Create New Project Create Project

Create a project to organize meetings, people, and context in one place.

generalautomation

Project Name *

e.g., Q1 Sales Campaign, Product Launch

Description

Brief description of the project

Project Context

Add any relevant context, goals, or notes about this project…

Auto-Assign Tags

Auto
Search or create tags…

Sales

Sales CallDiscovery CallDemo / PresentationNegotiationCustomer SuccessRenewalProposal Review

Outcome

Has Action ItemsFollow-up NeededObjections RaisedBudget DiscussedNext Meeting Scheduled

Auto-Assign by Title

Auto

Next up

Fill it, then ask it

It builds the record for you as you go, so by the time you ask, Trale already has everything it needs.

Add the context

Link meetings, upload files, and add people. Automations tag each one as it lands.

Supercompany · Q3 Expansion Upload data

Upload data

Sprint Planning
Demo Recording.pdf

Recent meetings

Sprint PlanningJust now
Weekly Product ReviewMay 29
Discovery CallMay 15

Files

Demo Recording.pdf123.2 KB
Project Brief.pdf80.8 KB

Tagged people

Brede KristensenMarcus RuudSamuel Nuri

Activity

Marcus Ruud uploaded Project Brief.pdf

1d

Samuel Nuri tagged 3 people

2d

Brede Kristensen created the project

4d
Sprint Planning
Brede
Demo Recording.pdf
Samuel

Ask Trale about it

Ask anything about the project and Trale answers from that record alone.

Ask TraleSupercompany · Q3 Expansion

Where are we, and what's left to close?

Searching the projectScoped · 0/5

And finally

Shared with the team

So the whole team works from one live record, and nobody is left chasing the latest version.

Share with the team

Give colleagues view or edit access to the project.

Project Access
MembersInvite
Workspace members
Samuel Nuri
Can edit
Brede Kristensen
Can edit
Marcus Ruud
Can view
Petter Gundersen
Can view
Rune Selvik
Nassir A.
Samuel
Brede
Rune

Why teams use it

One shared memory per project

01

One record per area

Everything tied to one project lives in a single place, so nothing slips through.

02

Scoped answers

You can trust every answer is about that project, with no noise from anywhere else.

03

Faster handovers

Anyone can step in and be up to speed in minutes just by opening the record.

A complete solutionfor every meeting