Tasks
All plansTask lists with due dates that show in your calendar and sync to phone reminder apps.
Use it when "Send Q4 numbers to Lena" due Tuesday shows in your calendar and on your phone.
Web, Windows and Mac · Chapter XII
Tasks, Notes, Forms, Wiki and Flows
The everyday apps a team needs, in the same account.
Features
Notes
All plansNotes and checklists with colors, pins, labels and reminders; "Save as note" from an email.
Use it when A checklist for the Austin trip, pinned with a reminder the day before.
Forms and surveys
All plansTemplates (contact, event sign-up, feedback, new patient, appointment), 12 question types, file uploads, one answer per person, QR code, summary charts and CSV. Answers stay on MailOfficially servers.
Use it when Collect event sign-ups or new-patient intake with a form and a QR code.
Company wiki
Seal · CrestAn internal site with nested pages, pictures, history and per- page access. Never shared outside the company.
Use it when Put the holiday policy, how-tos and key contacts where only staff can see them.
Flows (automation)
Seal · CrestWhen an email arrives, a form is answered, an event starts or on a schedule, then move, label, forward, post in chat, create a task, notify you or call a webhook. Seal: 5 flows per person inside the company; Crest: 20 with outside webhooks.
Use it when When an email with "invoice" in the subject arrives, label it, forward it to accounts@ and add a task.
On screen
Tasks
On screenTask lists with due dates. Tasks also show in your calendar and on your phone's reminder app.
- Lists: make as many as you like
- Add a task: with a due date
- Red dates: overdue
- Completed: tucked away at the bottom
Notes
On screenNotes and checklists with colors, labels and reminders. "Save as note" on any email turns it into a note.
- 1A pinned note: stays at the top
- 2A checklist: tick items off
Forms
On screenStart a form from a template or from nothing. Answers stay on MailOfficially servers.
- Templates: Contact us, Event sign-up, Feedback survey, Patient intake, Appointment request
- Your forms: with answers, charts and CSV export
Building a form
On screenQuestions, sharing and answers in one place.
- Questions: each with a type (short answer, email, number and more), help text and Required
- Arrows, copy, bin: reorder, duplicate or remove a question
- Settings, Share, Answers: the other tabs: who can answer, the link and QR code, the answers with charts and CSV
- Saved, Preview: changes save as you go
Making a flow
On screenA flow does things for you automatically: when something happens, it checks your conditions and then does the steps you chose.
- 1. When this happens: New email, Form answer, Event soon or Schedule
- 2. Only if: optional conditions
- 3. Do this: steps like Send me a notice; + Add a step for move, label, forward, post in chat, create a task or call a webhook (Crest)
- Fields: {{from}}, {{subject}}, {{date}} and others fill in from the email
- Make flow: saves it; Test run tries it on a recent example
The company wiki
On screenPages and sub-pages for everything your team needs to know. Only people in your company can see them.
- Pages: nested on the left; drag to reorder
- Edit, Share: who can see and who can edit each page
- Linked from: other pages that link here
- Search the wiki: and New page at the top
- Version history: in the three dots