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BasicOps Glossary

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A reference guide to the key terms you'll encounter in BasicOps.

The following terms are covered in this article:

Agent User

An AI agent that takes a real seat on your team inside BasicOps. You build the agent on any platform, connect it over MCP, and give it a name, a persona, and permissions — and it takes on a role, owns tasks, joins conversations, and works inside your projects the same way a team member does, with a human in control.

For more information: Agent Users: Put Your AI Agents to Work With Your Team

Agent User Skill

A paste-ready starting persona — voice, working rules, example prompts, and guardrails — that you drop into an Agent User's instructions so it feels like a real team member from day one. BasicOps ships Agent User Skills for common roles, including Project Manager, Research Analyst, Writer, Executive Assistant, and Legal Counsel.

For more information: Agent Users: Put Your AI Agents to Work With Your Team

Assignee

The team member responsible for completing a task. A task can have one assignee at a time. Assignees see all their tasks collected in the Tasks section of the left sidebar.

For more information: Using the Tasks section

Automation

Rules you set up to trigger automatic actions in your workspace, such as changing a task status when a due date passes or notifying a team member when a task is assigned. Admins can configure automation in Settings.

For more information: Using Automation

Board

A Kanban-style project view that organizes tasks into columns based on their status. Drag tasks between columns to update their status. Switch to Board view from inside any project.

For more information: Board View

Calendar

A project view that displays tasks on a calendar based on their due dates. Useful for spotting scheduling conflicts and keeping track of upcoming deadlines.

For more information: Calendar View

Channels

Shared conversation spaces accessible from the ChatBar. Channels are open to all relevant team members and are designed for ongoing discussions around a topic, team, or project. Unlike direct chats, channels persist over time and don't require selecting individual participants.

For more information: Chat and Channels in BasicOps

Custom fields

User-defined data fields that can be added to tasks to track information beyond the defaults, such as priority, budget, or department. Admins can create and manage custom fields in Settings.

For more information: Custom Fields

Discussions

Comment threads attached to a project or task. Discussions are visible to all team members with access to that project or task and everyone can contribute. Use discussions to keep conversations in context, alongside the work they relate to.

For more information: Using project and task discussions

Due date

The date by which a task is expected to be completed. Due dates appear in task views, the Calendar view, and the Timeline view.

For more information: Using task due dates

External Agent

An AI agent built on a third-party platform, such as OpenClaw or Gumloop, that you connect to BasicOps to become an Agent User.

For more information: Set Up an External Agent as a BasicOps Agent User

Feed

Your personal activity stream. The Feed shows new task assignments, status changes, comments, mentions, and other events relevant to you. Access it from the left sidebar.

For more information: Using My Feed

Followers

Team members who follow a task receive notifications when it's updated. You can follow any task you're interested in, even if you're not the assignee.

For more information: Using task details

Home

Your personal dashboard in BasicOps. Home shows a summary of your tasks, recent activity, and upcoming deadlines. Access it from the top of the left sidebar.

For more information: Quick user guide

List

The default project view. List shows tasks in a structured, scrollable list with columns for assignee, due date, status, and other fields. It's the most versatile view for managing day-to-day work.

For more information: List View

The main navigation area for BasicOps. The Left Side Bar is where you can choose between Home, Feed, Tasks, or Projects. If you are having trouble finding anything, look towards the bottom, where you will find the Search feature. You can also find personal Notes and Settings in the bottom left corner of the Left Side Bar.

For more information: Quick user guide

MCP (Model Context Protocol)

An open standard that lets AI assistants like Claude connect to BasicOps. With MCP, your AI assistant can create tasks, search your workspace, and summarize projects directly from your AI tool.

For more information: Connecting BasicOps to Your AI Assistant via MCP

Mentions

A way to notify a specific teammate in a chat, discussion, or description. Type @ followed by their name and select them from the dropdown. The mentioned person receives a notification in their Feed under the Mentions tab.

For more information: Using mentions

Notes

Text documents available at three levels: personal (just for you), project (shared with your project team), and task (attached to a specific task). Access your personal notes from Notes in the left sidebar.

For more information: Notes user guide

Projects

Collections of related tasks organized around a shared goal or initiative. Each project has its own task lists, discussions, notes, and files. Projects can be viewed in List, Board, Table, Calendar, or Timeline view.

For more information: Understanding the hierarchy

The chat panel on the right side of your workspace. From the right side bar you can start direct chats, group conversations, and browse or join channels. This is your hub for any general communication between team members.

For more information: Quick user guide

A workspace-wide tool for finding tasks, projects, notes, chat messages, and files. Access it from Search in the left sidebar and type any keyword to get results across all content types.

For more information: Search

Settings

Where workspace and account configuration lives. From Settings you can manage team members, integrations, task statuses, custom fields, and automation. Only admins have access to workspace-level settings.

For more information: Settings Overview

Subtasks

Subtasks allow you to divide up the work of difficult tasks. You can assign subtasks to different people, even if they aren't assigned to the original task. Subtasks can be created and assigned in the Subtasks section of any task.

For more information: Understanding the hierarchy

System Prompt

The instructions you add to an agent, typically stored in a file like AGENT.md, that tell it how to behave as a BasicOps Agent User, including how to use BasicOps tools and respond to webhook events.

For more information: System Prompt for an External Agent

Table

A spreadsheet-style project view that displays tasks in rows and columns. Table view makes it easy to view and edit multiple fields at once, and is useful for reporting or bulk editing.

For more information: Table View

Tasks

Individual units of work that can be assigned to a team member, given a due date, and tracked through to completion. Tasks can live inside a project or as standalone personal tasks in your Tasks list.

For more information: Using the Tasks section

Timeline

A Gantt-style project view that displays tasks along a time axis. Timeline makes it easy to see how tasks overlap, identify dependencies, and plan work across a period of time.

For more information: Timeline View

Workspace

Your BasicOps organization. A workspace contains all your projects, tasks, team members, notes, and conversations. Your workspace name appears at the top of the left sidebar.

For more information: Understanding the hierarchy

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