Tool Introduction
What is Ledger?
Ledger is a unified collaborative workspace designed to replace scattered Slack threads, Asana boards, Dropbox folders and Google Docs links. Your team works together in a connected environment, all discussions, tasks and files are linked, organized, and easy to operate, all supported by simplified, elegant AI usage. The result is higher engagement, more efficient teamwork and less subscription fees.
How to use Ledger?
First create a workspace and set up Streams for each project. Within each Stream, use chat tags for centralized, replies-friendly conversations, then switch to the Tasks tab and assign and track work using a kanban or task list. Need to brainstorm or write content? Use creative tags for sharing whiteboards or AI-driven documents with built-in electronic signatures. Store and access important files in the File Tag, quickly schedule meetings for your team in the Event Tag, integrate with your favorite tools, vote, and even share video updates – everything stays connected, allowing your team to stay consistent and act faster, reducing friction and costs.
Core Functions of Ledger
Topic Discussion: Keep topics clear with organized, easy-to-reply comments
Kanban and task list: Propel tasks from ideas to completion without losing context
AI-enhanced documentation: Writing faster and smarter – built-in electronic signature
File Management: Upload, organize and link files directly to your work
Whiteboard: Think visually when needed – without affecting the core workflow
Events and Schedule: Built-in calendar view for easy planning
Voting and Survey: Collect feedback instantly without additional tools
Video Message: Asynchronous updates for remote/hybrid teams
Real-time update: no refresh, no guesswork—only clear
Workspaces and Shared Folders: Unlimited Ways to Organize Your Teams and Projects
Reference: With a single link, you can connect any item in Ledger to keep the conversation flexible
Use Cases of Ledger
- Feeling like a team scattered on too many platforms
- Founders who need to follow up instead of micromanagement
- Operations, marketing and product teams when dealing with complex workflows
- Agents and freelancers who manage multiple clients and suppliers
- Remote teams eager for more structure and less Slack scrolling
- Creative teams across content and design management activities and feedback loops
Common Issues of Ledger
Is Ledger easy to set up?
Is Ledger like Slack or Asana?
Can Ledger replace Notion or Google Docs?
Can I invite external collaborators or clients?
Can Ledger handle large teams?
Is there a limit on the number of projects I can create?
Is there a mobile app?
