A complete guide to everything currently built in OrbitZR: workspaces, boards, cards and comments, checklists, labels, the six board views, Pilot automation, Power-Ups, the AI features, Inbox, notifications, sharing and billing. No feature listed here is a preview or a promise; it's all shipped and working. Where something is still on the way, this page says so explicitly.
01
Signing up walks you through a single guided setup. By the end of it you have an account, a company workspace, and your first board with columns already in place.
Your name, role, company name, size, and what you'll use OrbitZR for.
Name it, pick a color and visibility, and choose which starter lists to include.
Optional at signup. Add teammates by email now, or invite them later from the workspace.
You're logged in immediately and land straight on your new board.
The person who signs up this way automatically becomes the workspace's first Admin.
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Every company that signs up gets its own private workspace at /{company-slug}. Everything inside, boards, cards, members, belongs to that one workspace and is invisible to every other company on OrbitZR.
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A workspace can hold any number of boards. Each one is an independent Kanban with its own columns, cards, members, and background image.
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Cards are the unit of work on a board. Add one from any column, and set as much or as little detail up front as you want.
A full formatting toolbar: bold, italic, headings, lists, quotes, code blocks, and links.
Every card can be marked Normal, Urgent, or Low, shown as a badge in the card footer.
Set a due date once and it automatically feeds the List, Timeline, and Calendar views.
Assign any board member, Participant or Admin, and their avatar shows on the card face.
A fixed 5-color palette (sky, green, amber, red, plum) that always renders identically for every teammate.
Reorder cards within a list or move them across columns. Position is saved instantly.
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Clicking a card opens a centered detail view split into two panes.
Left pane
Right pane
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Break a card into steps. A card can hold several checklists, each with its own items, and the card face shows combined progress so you can see how far along something is without opening it.
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Named, colored tags defined once per board and applied to any card. They render as chips on the card face, and the filter panel can narrow a board down to a single label.
A lighter, more informal marker: drop an emoji sticker onto a card from a shared palette. Handy for the conventions a team invents itself, without spending a label on it.
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The same board, laid out six different ways. The underlying cards never change, only the angle you look at them from. Switch with the view tabs, or the Views popover beside the board name.
The classic Kanban: columns of draggable cards.
Every card as a flat, scannable table row: title, list, labels, due date.
A horizontal date axis, one row per list, cards plotted on their due date. Undated cards show separately so nothing gets lost.
A month grid in the spirit of Google Calendar: cards shown on their due date, with month navigation and a Today shortcut.
A spreadsheet-style grid of every card with its fields in columns, for when you want to compare a lot of cards at once rather than read them one by one.
Charted metrics across the board: how work is distributed, what's due, and where cards are piling up.
Clicking a card from any of these views opens the same detail modal as the Board view. Timeline, Calendar, Table and Dashboard are plan-gated, see Plans & modules.
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Two different tools that are easy to mix up: one narrows the board you're on, the other jumps you around the app.
Narrows the current board. Combine a keyword with any mix of members, status, due date, labels and recent activity; match any or all of them; optionally collapse lists that end up empty. Cards that don't match hide instantly, with no page reload, and Clear resets everything in one click.
The topbar search. Opens a palette that searches the whole portal, Power-Ups, AI features, views, board tools and pages, grouped by category with live counts. Arrow keys and Enter to open a result. It deliberately doesn't touch the cards on your board; that's the filter panel's job.
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Pilot is the board's rules engine. Every rule is the same shape, when this happens → if this is true → do these things, and runs on the server, so it fires whether or not anyone has the board open. Each rule keeps a run history you can check.
Triggers
Conditions
A condition is optional; leave it on "always" and the trigger alone decides.
Actions
Board buttons get three more that act on a whole list rather than one card: add a card, move every card between lists, and sort a list by title, due date or creation date.
A rule can carry several actions and they run in order. Rules can be switched off without deleting them.
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Optional modules you switch on per board from the Power-Ups directory. Five are live today.
Connect a board to a spreadsheet and keep the two in step, so anyone who lives in Sheets can read the board without an OrbitZR account.
A running, board-wide task view that pulls work together across lists and reports on it, rather than making you read every column.
Give someone access to a board for a limited window. When it expires, access is withdrawn automatically rather than relying on someone remembering.
Both ship as Power-Ups you enable per board. They get their own section below.
Slack, Google Drive and Gmail appear in the directory as planned integrations and are not available yet; the directory labels them as such.
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Four separate things, all reading your actual board rather than answering from general knowledge.
Run an analysis and it reads the board's tasks, deadlines, workload and progress, then reports project health, key risks, blockers and recommendations. Every suggestion can be marked helpful or not helpful, and you can re-run it whenever the board has moved on.
A chat panel inside the AI Project Manager for questions about this specific project, answered from its own data.
A general assistant for the board, available as its own Power-Up. It can also create cards for you rather than only replying.
Draft a card's description from its title, and generate a checklist from what the card already says. Both produce a draft you review and edit before anything is saved.
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A holding area for things you don't want to lose but aren't ready to file. Capture a note in one line, reorder the list as priorities shift, edit or delete entries, and when something turns out to be real work, convert it straight into a card on a board. The sidebar shows a badge with how many items are still waiting.
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One page, reachable from the sidebar, listing every card assigned to you across every board you have access to, grouped by board, soonest due date first. The sidebar badge shows how many you currently have. Clicking a task jumps straight into that card's detail view on its board.
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The bell in the topbar collects what's happened to you, with an unread count. Three things generate one:
Boards also update live while you're looking at them: when a teammate changes a card, it updates in place and gets a small dot so you can see what moved without refreshing. Invite and board-access emails are sent for real, queued in the background so nobody waits on a mail server. What lands in your email is configurable under Settings → Notifications.
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Archiving takes a card off the board without destroying it. The archive, opened from the topbar or the board menu, lists everything that's been put away and lets you restore it to its list or delete it permanently once you're sure. Pilot rules can archive cards for you on a trigger, which is the usual way finished work leaves a board.
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The Invite button on a board's topbar (Admins only) adds someone to that specific board. If they already have a company account, access is instant. If not, they get an email with a link to set a password and join, already scoped to that board.
Settings → Workspace lets an Admin invite new members to the company at large, see everyone who's joined, and see who's still pending, with a copyable invite link for each.
Also from Settings → Workspace, an Admin can promote a Participant to Admin or step someone back down, right from the member list.
The sidebar's Team section and every assignee/@mention list are always board-accurate. Admins included automatically, even without being formally added.
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Available to Admins and Participants alike, under Settings.
Update your name and email, change your password, and upload a profile photo with a built-in crop tool before it's saved.
Switch between light, dark, or system theme, pick your own primary/accent/sidebar colors, and set a personal board background image.
The Settings → Workspace tab (members, roles, invites) stays Admin-only.
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Features are switched on per workspace as individual modules rather than as one blanket "paid or not" flag, so a plan can carry exactly the pieces it should. New workspaces start on a Premium trial with everything unlocked; the countdown sits in the topbar and links to billing.
Included on every plan
Plan-gated modules
A locked view still shows in the switcher with a padlock, so you can see what a plan would add rather than having it hidden.
Billing, invoices, seats and currency all live under Settings → Billing.