Using Nestr

Rename any label in Nestr and translate it into your team's languages, including accountabilities and domains, so the words people see match your organisation.

Nestr adapts to how your organisation works. An index of everything you can customise: apps, views, tabs, labels, fields, roles, rights and notifications.

Switch between a list and grouped columns, then group, filter and sort your lists. Nestr remembers your view settings per browser.

Reorder built-in tabs, hide the ones you don't need, and add tabs that show a saved search or text. Tailor what every type of item displays.

Set and track Objectives and Key Results in Nestr. Turn on the OKRs app, create objectives and key results, and align goals across your circles.

Set up Nestr's Agentic work app. Understand the assistant and AI colleagues, what product support is free, how AI credit works, context files, and how to turn it on or off.

Add and verify a company email domain to unlock auto-join, admin name and email editing, SAML, and SCIM in your Nestr workspace.

Run Scrum or Agile in any circle. Enable the app, add user stories, plan sprints across an epic, watch the burndown populate automatically, and customise the labels for your team's process.

Shape what every workspace member can read, create, update, and delete. Built-in defaults, named permission profiles, and role-scoped rights that follow the work.

Upload and manage files in Nestr. Attach documents to projects, agenda items, and roles. Link to external documents in SharePoint or Google Drive.

Update your profile photo, name, email, language, and other account settings in Nestr.

Meet Nestradamus, Nestr's built-in AI assistant. What it helps with, how to reach it, how it acts on your behalf within your permissions, and how it relates to the Agentic work app.

Accidentally deleted something in Nestr? Learn how to use the undo feature, activity stream, and when to contact support for data recovery.

Export your Nestr data to CSV, Excel, or JSON. Back up your org structure, projects, and governance records before restructuring or for offline use.

Learn how Nestr supports Holacracy and Sociocracy frameworks. Elections, delegate circles, consent decisions, and configuring governance for your practice.

Add custom fields like text, numbers, dates, dropdowns and currency to any type of item in Nestr. Configure them once on a label and every item gets them.

Configure your Nestr workspace: enable features, manage visibility, set up applications, and customise your workspace to match how your organisation works.

For admins: enable Nestr's Feedback app, create custom feedback forms like Keep/Stop/Start, and find and manage feedback across your workspace.

Learn how to invite users, manage permissions, transfer ownership, and control access in your Nestr workspace.

Learn how to create tensions, draft governance proposals, use the asynchronous consent process, and evolve your organisational structure in Nestr.

Learn how to create projects and todos in Nestr, use the kanban board, set due dates, manage project status, and track your work across roles and circles.

Learn how to create roles and circles, assign people, move roles between circles, and set up core governance roles like circle lead, facilitator, and secretary.

Learn how to run circle, governance, and role meetings in Nestr. Create agenda items, schedule meetings, process tensions, and capture outcomes step by step.

Automate your organization's workflows with Nestr. Learn how to create custom processes, templates, and automations to streamline repetitive business tasks.

Use Nestr's feedback app to give and request peer feedback. Learn how to write effective reviews and build a culture of continuous improvement.

Keep sensitive information secure in Nestr. Learn how to create private projects, meetings, todos, and notes visible only to specific roles or people.

Learn how to use labels in Nestr to categorise work, create custom fields, configure views, and tailor your workspace to your organisation's needs.

Master Nestr's powerful search with text queries, label filters, assignee filters, grouping, column views, and saved searches for quick access.

Use circle-based feeds and direct messaging in Nestr to keep communication focused and relevant. Filter noise and stay connected with your team.

Track projects and tasks with Kanban boards in Nestr. Manage work transparently across roles with status tracking, due dates, and inline comments.

Learn how to define roles, circles, accountabilities and domains in Nestr. Propose governance changes and run asynchronous consent-based decision making.

Understand Nestr's core design patterns: Nests as universal building blocks, workspaces as containers, and labels that bring your structure to life.