Features overview

Operately brings together all the tools you need to effectively get things done as a team. Here’s what you can do with each core feature:

Track goals & OKRs#

Track company-wide progress without the chaos of spreadsheets. Set clear targets and see how daily work moves you forward.

• Create and track goals at any level - company, team, or individual
• Break down complex initiatives into sub-goals
• Set success criteria and timelines that keep teams focused
• Link projects directly to goals so everyone sees how their work contributes
• Get automated progress updates instead of chasing people for status

Manage projects#

Keep projects on track with built-in best practices that guide your team to successful delivery.

• Organize work with flexible task boards and clear milestones
• Reuse project templates for recurring work
• Run consistent check-ins that keep everyone accountable
• Move conversations out of messy email threads into focused discussions
• See all project resources, action items, and retrospectives in one place

Get help from AI executive coach#

Make better decisions with AI-powered insights and recommendations based on your company’s data.

• Ask questions like “Is this goal well-defined?”, “Are we on track?”, and “Identify blockers”.
• Receive actionable advice on goal setting, project management, and team collaboration.

Organize teams into spaces#

Give functions and departments their own home where all their work lives together.

• Keep goals, projects, and documents organized by department or team
• Track KPIs for the numbers each space cares about
• Add files and documentation that teams reference frequently
• Give teams autonomy while maintaining company-wide visibility
• Control access and sharing for sensitive information

Facilitate team communication#

Build shared understanding across teams with organized message boards instead of constant meetings and live status updates.

• Replace scattered email threads with organized discussions
• Give everyone visibility into decisions and progress
• Keep context and documentation together where work happens

Write documents & share files#

Create, store, and share all types of content in one centralized system with proper organization.

• Create rich-text documents with formatting and embedded images
• Upload files of any type to keep resources accessible to your team
• Organize content with folders and maintain version history
• Link to external resources and keep everything findable in one place