Using Nestr

Managing your profile & account settings
Update your profile photo, name, email, language, and other account settings in Nestr.
The basic building blocks
Understand Nestr's core design patterns: Nests as universal building blocks, workspaces as containers, and labels that bring your structure to life.
Structure and Governance - shared agreements in Nestr
Learn how to define roles, circles, accountabilities and domains in Nestr. Propose governance changes and run asynchronous consent-based decision making.
Work - Collaborating with your peers
Track projects and tasks with Kanban boards in Nestr. Manage work transparently across roles with status tracking, due dates, and inline comments.
Chat & channels - communication in Nestr
Use circle-based feeds and direct messaging in Nestr to keep communication focused and relevant. Filter noise and stay connected with your team.
Nestr search
Master Nestr's powerful search with text queries, label filters, assignee filters, grouping, column views, and saved searches for quick access.
The power of labels
Learn how to use labels in Nestr to categorise work, create custom fields, configure views, and tailor your workspace to your organisation's needs.
Private projects, meetings, todos and notes
Keep sensitive information secure in Nestr. Learn how to create private projects, meetings, todos, and notes visible only to specific roles or people.
Giving or requesting feedback in Nestr
Use Nestr's feedback app to give and request peer feedback. Learn how to write effective reviews and build a culture of continuous improvement.
Automate your business processes with Nestr
Automate your organization's workflows with Nestr. Learn how to create custom processes, templates, and automations to streamline repetitive business tasks.
Running meetings in Nestr
Learn how to run circle, governance, and role meetings in Nestr. Create agenda items, schedule meetings, process tensions, and capture outcomes step by step.
Building your org structure: roles, circles & governance roles
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.
Projects & todos: creating, tracking and managing work
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.
Tensions & governance proposals: from tension to decision
Learn how to create tensions, draft governance proposals, use the asynchronous consent process, and evolve your organisational structure in Nestr.
Managing users, invitations & permissions
Learn how to invite users, manage permissions, transfer ownership, and control access in your Nestr workspace.
Customising your Nestr workspace
Nestr adapts to how your organisation works. An index of everything you can customise: apps, views, tabs, labels, fields, roles, rights and notifications.
Setting up feedback: enabling the app and custom forms
For admins: enable Nestr's Feedback app, create custom feedback forms like Keep/Stop/Start, and find and manage feedback across your workspace.
Rights management: shape what your members can see and do
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.
Verifying your workspace domain
Add and verify a company email domain to unlock auto-join, admin name and email editing, SAML, and SCIM in your Nestr workspace.
Configuring your workspace: settings, features & visibility
Configure your Nestr workspace: enable features, manage visibility, set up applications, and customise your workspace to match how your organisation works.
Speak your organisation's language: rename and translate labels
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.
Custom fields: add the data you need
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.
Holacracy & sociocracy in Nestr: frameworks & best practices
Learn how Nestr supports Holacracy and Sociocracy frameworks. Elections, delegate circles, consent decisions, and configuring governance for your practice.
Customising views: see your lists your way
Switch between a list and grouped columns, then group, filter and sort your lists. Nestr remembers your view settings per browser.
Exporting & backing up your Nestr data
Export your Nestr data to CSV, Excel, or JSON. Back up your org structure, projects, and governance records before restructuring or for offline use.
Scrum and Agile app: backlog, sprints, epics, and burndown
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.
Customising tabs: organise what each item shows
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.
Recovering deleted items: undo, activity stream & data recovery
Accidentally deleted something in Nestr? Learn how to use the undo feature, activity stream, and when to contact support for data recovery.
OKRs app: objectives & key results in Nestr
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.
Nestradamus AI: your in-product assistant
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.
Enabling agentic assistants and colleagues in Nestr
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.
Files & attachments in Nestr
Upload and manage files in Nestr. Attach documents to projects, agenda items, and roles. Link to external documents in SharePoint or Google Drive.