Workspace Overview

My Workspace

My Workspace is your personal productivity hub inside AlignMint. All plans includes the hub in the sidebar. My Calendar, Public Scheduling, Group Scheduling, Public Calendar Signup, Notes, Board Meetings, Database, Intake, and Contacts are available on All plans. Messenger, Video Conferencing, My Files, and Action Items are available on PlusProEnterprise. Meetings, Objectives, and My Team are available on ProEnterprise.

Open My Workspace from the sidebar below Dashboard. The landing board shows this week’s calendar, today’s agenda, due Action Items, and booking-link status. Start a new event or meeting from that board without leaving the hub. See Workspace features and My Calendar for the schedule, or Public Scheduling for a public booking page.

Hub visible on All plans. Paid tools follow the PlusPro plans listed below.

Your personal hub

Messaging, calendar, meetings, files, and people tools in one workspace. The hub is visible on All plans; individual tools follow the plan that includes them.

On the landing board

• This week and today from My Calendar
• Due Action Items assigned to you
• Public booking availability and booking-link status
• Start a new event or meeting from the hub without leaving the page

Connect and create

• Messenger is available on PlusProEnterprise.
• Video Conferencing is available on PlusProEnterprise.
• My Calendar is available on All plans.
• Public Scheduling, Group Scheduling, and Public Calendar Signup are available on All plans.
• Notes is available on All plans.
• My Files is available on PlusProEnterprise.

Plan and move work forward

• Meetings is available on ProEnterprise. See Meetings.
• Action Items is available on PlusProEnterprise.
• Objectives is available on ProEnterprise. See Objectives.

People and shared records

• Contacts is available on All plans.
• Database is available on All plans — one record per person across roles
• My Team is available on ProEnterprise. See My Team.
• Intake is available on All plans for guest cards and public intake pages

Good to Know

Video calls open from calendar events and meeting occurrences, not from a separate hub card. See Video Conferencing. Formal board packets, motions, and minutes live on Board Meetings, which is available on All plans. Older board links still open that path.

Workspace features · Fund Accounting glossary · My Files