Relay workspace · One plan
Every core workflow, together.
No feature-tier maze. The plan is organized around the work Relay supports: planning onboarding, running customer implementations, collecting setup information, and seeing what needs attention.
Included in the plan
- Build process maps with stages, instructions, roles, member assignments, due-date offsets, and prerequisites.
- Run customer-specific task plans with assignees, status, dates, blockers, and next actions.
- Create reusable templates, track revisions, and restore an earlier version.
- Check process readiness and generate a team handover guide.
- Collect typed and scoped customer information through a private link.
- Review missing or invalid responses, unassigned or overdue work, blockers, and unmet prerequisites.
- Invite workspace members and assign work to them.