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Using the Advisor Workspace as a Founder

One space per advisory relationship.

Each advisor match has its own workspace. Open it with the Open Workspace button on the My Advisors tab. It is headed “Workspace — [advisor] & [you]” and shows the match reference, such as M-113, along with the date it started, its health, and its session count.

The panels down the left

  • Your Advisor — who you are working with.
  • Quick Actions — Log Past Session, Schedule Session, Create Activity, and View Context.
  • This Match — Health, Sessions, Open Tasks, Activity completion as a fraction and a percentage, and the start date.

The five tabs

  • Overview — Open Activities and Session Status, so you can see what needs attention.
  • Sessions — the session list with a status filter and a Log Session button.
  • Activities — the work for this match, with status and priority filters and a Create Activity button.
  • Context — Match Context (About the Founder, Goals, Challenges) with Save Context, and Shared Resources with Upload File.
  • Notes — headed Advisor Notes, the notes your advisor keeps on the relationship.

Please note: There is no separate Resources tab. Shared files live under Shared Resources inside the Context tab.