Office files

An office file is your office's setup saved as one JSON file, so you can set up the same office on another computer, share it with a colleague, or keep a ready-made team for a kind of work.

Find Export and Import in Settings.

What is in it

Included	Not included
Roles: names, ranks and instructions	API keys and Slack tokens
Employees: name, role, provider, model, avatar	Tasks, plans, reports and history
Templates and their schedules	Project files
The company handbook	Saved notes
Where the desks and rooms are	The floorplan picture and uploaded avatars

Because it holds no keys or work, an office file is safe to share.

Importing

Importing adds what is missing and never removes anything. Two things are replaced, though: roles of the same name, and the desk positions — export your own office first if you want to keep them.

• Roles in the file are added; a role of the same name takes the rank and instructions from the file.
• Employees are added unless one with the same name is already there. An employee whose role does not exist is skipped.
• Templates are added unless one with the same name exists. A scheduled template whose employee is missing is kept, to run by hand.
• The handbook is taken over only if this office has none yet.
• Desk and room positions are taken over; your floorplan picture and avatars stay.

The office tells you how many roles, employees and templates it imported.

Ideas

• A starter office per kind of work — a web agency (Designer, Copywriter, Junior Devs, QA), a research team, a content studio — each with a handbook written for it.
• A team standard — everyone in a company imports the same roles, handbook and templates.
• Before an experiment — export first, then change roles and models freely.