The Round Table manual
Everything you can do in Round Table, step by step: planning on the board, running meetings, following through, and sharing your work.
Start here
Planning on the board
- The boardCards, nesting, sticky notes, shapes, lines, drawing, files and private items on the canvas.
- Views: canvas, outline, board, timeline and contentsSee the same plan as a canvas, a nested outline, a kanban board, a timeline or a list of everything.
- Timeline and what ifSchedule work, link cards that wait for each other, and try new dates before you commit to them.
- The AI co-plannerAsk the AI to add, organize and check the plan, privately or with the team.
- Build a board from notes, files and photosTurn meeting notes, emails, documents, whiteboard photos or recordings into a plan you review first.
Pages and documents
Chat
Meetings
After the meeting
- Outcomes, recaps and action itemsTurn the session into decisions and action items, email the recap and schedule the follow-up.
- Catch up, replay and lessonsGet up to speed in a minute, replay any moment, and learn from earlier projects.
- Search, knowledge and analyticsFind past decisions, ask questions about your workspace, keep reference documents and see how the team plans.
Sharing
- Sharing and presentingShare a read-only board, embed it, present it as slides and download a deck.
- Templates and the template galleryStart from a ready-made board, or publish your own for others to use.
- IntegrationsConnect Slack, Teams, GitHub, Linear, Jira, Asana, Google Calendar, Outlook, Notion and Google Docs.
Your account
- Round Table on your phoneFollow boards, join calls, review outcomes and answer check-ins from the iOS and Android app.
- Notifications and emailsWhat the bell shows and which emails you get, and how to change them.
- Your account and settingsYour name, picture, color, language and theme, your organizations and where you are signed in.
- Running your organizationFor owners and admins: members and roles, invites, single sign-on and SCIM, the plan and billing, the audit log, how long data is kept, and legal holds.
- Privacy and securityWho can see what: private items, the AI, guests, share links and admins.
- Site admin consoleFor the people who run a Round Table server: people, teams, plans, announcements and maintenance mode.
- Questions and fixesAnswers to common questions about calls, captions, sign-in and boards.