Your Coast workspace

A Coast workspace is made up of groups, where team members can communicate and use workflows together. Keep reading to learning about the four key features of Coast.

 

💬 Organized groups and workflows

In Coast, Groups have two components: messaging and workflow. For every group, team members can send messages, share files, be assigned tasks and shifts, and much more—depending on the workflow groups you've chosen to add to your account.

Not sure which workflow works for you? Visit the Workflow Library and create groups for scheduling, task management, announcements, maintenance, or anything relevant to your business.

If you need a group for just conversations, create a group without adding a workflow. Make sure you add your team to the right groups, or else they won't be able to see those groups.

 

🃏 Cards

Cards the the building blocks of each workflow. Let's take the Shift Scheduler workflow for example. Each time you create a shift for a day, you are also creating a card in Coast. A Card captures all the information you need for each shift, such as Name, Assignee, Start Date, End Date, Repeat, and Notes. For different workflows, the information that a card captures will change.

 

📽️ Workflow views and filters

For each workflow, you can view your cards in any format that makes sense for you. Tap the dropdown in each workflow to change the view from a List to a Calendar or a Board View. You'll also have the power to filter all your cards so that you'll only see the information you need. Depending on the workflow, you can filter by Assignee, Status, Priority, and Due Date.

 

🔎 Searchable history

For messages, files, and cards created in groups, you'll be able to search your team's history to find relevant information quickly. If you need to find a task, shift, message, or file, type it in the Search Bar.

 

Your team in Coast

Every Coast has a team of members with different administrative permissions. 

👑  Owner

Create the Coast account and set permissions for different users.
Create the workspace and set permissions

🤖  Admin

Assigned by the Owner to help manage the team.

👥  Members

Can send messages and files to a group. They can also be assigned to cards.

 

Coast's pricing plans

The free version of Coast gives your team access to Coast's basic features. For more advanced features, choose from one of our two pricing plans: 

Starter
For teams that need access to all their account history.

Pro
For teams that need their account history and reporting for their workflows.

The right plan for every team: Learn more about Coast’s pricing plans.

 

Get to work in Coast

Does your company already use Coast?

Read our guide to getting started for new members to learn how to download the Coast app, join your team's account, and set up your profile.

Are you looking to set up Coast for your company?

Read our guide to getting started to learn more about how to set up your account and how to invite team members.