# SquadRoom terms > Look up what each SquadRoom term means, in one line, and which page explains it. ## Your squad | Term | Meaning | More | | ------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | --------------------------------------------------------------- | | SquadRoom | A workspace where an AI squad does the work you hand over, on your own AI account. | [How SquadRoom works](/docs/what-squadroom-is) | | Workspace | Your squad and everything with it: squad members, tasks, docs, memory, settings, and connected accounts. Its name shows under your name in the account menu. | [How SquadRoom works](/docs/what-squadroom-is) | | Squad | Your lead and the squad members it creates, each with one role, such as research or content. Setup creates up to 8, and you can add more after. | [Add, change, and pause squad members](/docs/squad) | | Squad member | One AI member of your squad, with its own name, role, AI model, skills, and Chat. Some screens say "agent". They're listed on **Squad**. | [Add, change, and pause squad members](/docs/squad) | | Lead | The squad member that runs your squad. You name it in setup. It gets every task you create with **New Task** and passes the work to the right squad member. | [Add, change, and pause squad members](/docs/squad) | | Setup conversation | The Chat with your lead after the setup screens, where it learns about your company and builds your squad. | [Set up SquadRoom and get your first report](/docs/get-started) | | Checks on a squad member's work | Up to 3 other squad members who each check or add to the work before that squad member asks you to approve it. Shown on its profile as **Checks on** and the name. | [Add, change, and pause squad members](/docs/squad) | | **Helped on** | The tasks a squad member helped others with, on its profile. | [Add, change, and pause squad members](/docs/squad) | | **Built in** | The skills a squad member always has, on its profile. | [Add and manage skills](/docs/skills) | | Pause | Stops new work from starting. **Pause squad** on **Tasks** pauses the whole squad. The pause button on a squad member pauses only that member. **Pause Task** pauses one task and stops its run. | [Track work on Tasks](/docs/tasks) | | **Squad on duty** | The **Dashboard** section that shows what each squad member is doing now. | [Use the Dashboard](/docs/dashboard) | ## Work and tasks | Term | Meaning | More | | ----------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | --------------------------------------------------------------- | | Task | One piece of work one squad member owns, from your request to its report. Tasks are on **Tasks**. | [Track work on Tasks](/docs/tasks) | | **New Task** | The button on **Tasks** that gives your lead a new request. | [Hand over work that comes back finished](/docs/hand-over-work) | | Board | The **Board** view of **Tasks**, with the columns **Queued**, **In Progress**, **Blocked**, and **Done**. | [Track work on Tasks](/docs/tasks) | | Child task | Part of a bigger task that your lead splits out and gives to another squad member. Also called a subtask. Listed under **Child Tasks** in the bigger task. | [Track work on Tasks](/docs/tasks) | | Plan | The steps a squad member writes for a task, up to 10. The card shows "Step N of M". | [Track work on Tasks](/docs/tasks) | | Report | What a finished task hands back: the result, the next step, and links to the docs behind it. Reports are under **Latest outcomes** on **Dashboard**. | [Track work on Tasks](/docs/tasks) | | Deliverable | A doc handed to you by a finished task or an approval, or a doc you made. Listed under **Deliverables** on **Docs**. | [Find and manage Docs](/docs/docs) | | Suggestion | Work your squad suggests while finishing a task. Nothing runs until you choose **Start**. Listed under **Tasks > Suggestions**. | [Track work on Tasks](/docs/tasks) | | Handed on | Work one task passes to the squad member that owns the next step. It can wait for a start time, shown as "Starts" and the time. | [Hand over work that comes back finished](/docs/hand-over-work) | | **Who worked on this** | The squad members who helped on a task, and what each did. | [Track work on Tasks](/docs/tasks) | | **Details**, **Activity**, **Logs** | The three tabs of a task's window. **Details** has the brief, plan, comments, and docs. **Activity** shows what happened, step by step. **Logs** is the technical record of each run. | [Track work on Tasks](/docs/tasks) | | Priority | How soon a task matters: **Low**, **Normal**, **High**, or **Urgent**. New tasks are **Normal**. | [Track work on Tasks](/docs/tasks) | | Archive | Takes a task, a doc, or a ticket off its list without marking it done. | [Track work on Tasks](/docs/tasks) | | **Retry** | On a task, stops the run in progress, if there is one, and starts a fresh run. | [Track work on Tasks](/docs/tasks) | | **Agent Task Concurrency** | How many tasks your squad runs at once, set in **Settings > Workspace**. | [Every setting, tab by tab](/docs/settings) | ## Tickets | Term | Meaning | More | | ------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------- | | Ticket | A request from your squad that needs your answer, with 1 to 3 asks. Its task is **Blocked** until you answer them all. Tickets are under **Tasks > Tickets**. | [Answer questions and approve drafts](/docs/tickets) | | Ask | One request in a ticket: an **Approval**, a **Decision**, or a **Question**. | [Answer questions and approve drafts](/docs/tickets) | | **Approval** | An ask to approve an exact action or draft before it happens. | [Answer questions and approve drafts](/docs/tickets) | | **Decision** | An ask to choose between options. | [Answer questions and approve drafts](/docs/tickets) | | **Question** | An ask for a fact, or for access, that only you can give. | [Answer questions and approve drafts](/docs/tickets) | | Draft | Text your squad wants to post, send, or reply with, shown to you in an approval. It can come in 2 to 4 versions to pick from. | [Answer questions and approve drafts](/docs/tickets) | | **Request changes** | Sends an approval back to the squad member with what to change. | [Answer questions and approve drafts](/docs/tickets) | | **Needs you** | The **Dashboard** section that lists open tickets. | [Use the Dashboard](/docs/dashboard) | ## Chat | Term | Meaning | More | | ------------------- | ---------------------------------------------------------------------------------------------------------------- | --------------------------------------------------------------- | | Chat | The page where you message one squad member at a time. | [Chat with your squad](/docs/chat) | | Thread | One conversation in Chat. A new message starts a thread, and replies stay in it. | [Chat with your squad](/docs/chat) | | Brief | The request you give your squad, in Chat or on **New Task**. | [Hand over work that comes back finished](/docs/hand-over-work) | | # reference | Typing # in Chat or on **New Task** to point to a doc or a task. | [Chat with your squad](/docs/chat) | | **Steer** | Stops the reply in progress and sends your waiting message now. | [Chat with your squad](/docs/chat) | | Choice card | A question in Chat with options to pick, or room for your own answer. | [Chat with your squad](/docs/chat) | | **Reasoning Level** | How much the AI model thinks before it answers: **Automatic**, **Low**, **High**, or **Standard**. | [Every setting, tab by tab](/docs/settings) | | Live browser | A browser your squad uses that you can watch. **Take Control** lets you use it, and **I am done** hands it back. | [Chat with your squad](/docs/chat) | ## Docs | Term | Meaning | More | | ------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | ---------------------------------- | | Doc | A document in SquadRoom: written work, an uploaded file, an image, or a table. Docs are on **Docs**. | [Find and manage Docs](/docs/docs) | | Table | A doc with columns and rows, such as a list of possible customers your squad keeps up to date. | [Find and manage Docs](/docs/docs) | | Version | One save of a doc. Every save keeps one. **Version history** lists them, and **Restore as current** brings one back. | [Find and manage Docs](/docs/docs) | | Space | The area a doc belongs to: **Strategy**, **Marketing**, **Finance**, **Product**, **Engineering**, **Research**, **Sales**, **Customer**, or **Agent outputs**. | [Find and manage Docs](/docs/docs) | | Type | The kind of doc: plan, research, report, brief, notes, artifact, summary, spec, runbook, or table. A spec describes something to build in detail, and a runbook gives step-by-step instructions. | [Find and manage Docs](/docs/docs) | | Research note | Research your squad keeps and uses again in later tasks. It's marked "Re-check due" when it gets old. | [Find and manage Docs](/docs/docs) | | **Working drafts** | Docs your squad saved on the way to a deliverable. | [Find and manage Docs](/docs/docs) | | **System files** | The four docs your squad reads before every session: **Company Profile**, **Squad Roster**, **Mission & Goal**, and **Connected Tools**. | [Find and manage Docs](/docs/docs) | | Public link | A link anyone can open to read a doc. **Publish public link** makes one, and **Make private** turns it off. | [Find and manage Docs](/docs/docs) | | Sources and details | Sources are where a doc's facts come from. Details are short facts about the doc. Both show beside the doc. | [Find and manage Docs](/docs/docs) | ## Scheduled work | Term | Meaning | More | | ------------- | ------------------------------------------------------------------------------------------------------------------------------------ | ----------------------------------------------- | | Calendar | The page that shows your scheduled jobs, titled **Scheduled Jobs**, by **Week** or **Month**. | [Schedule work on the Calendar](/docs/calendar) | | Scheduled job | Work that repeats on a schedule. Each run creates a task you can follow. | [Schedule work on the Calendar](/docs/calendar) | | Run | One time a scheduled job does its work. **Run now** starts one at once. | [Schedule work on the Calendar](/docs/calendar) | | Playbook | A ready-made repeating job, such as Morning Brief, that your lead sets up with you in Chat. Playbooks are on **Skills > Playbooks**. | [Run a playbook](/docs/playbooks) | | Morning Brief | A playbook that sends a short brief to your lead's Chat each morning. | [Run a playbook](/docs/playbooks) | ## Memory and skills | Term | Meaning | More | | ---------------- | ------------------------------------------------------------------------------------------- | ------------------------------------------------ | | Memory | What your squad learned working with you, one fact per line, on **Memory**. | [Manage what your squad remembers](/docs/memory) | | Rule | A memory your whole squad follows on every run. | [Manage what your squad remembers](/docs/memory) | | About you | A memory about how you work, your hours, and the people you work with. | [Manage what your squad remembers](/docs/memory) | | Project | A memory of a decision, or of where ongoing work stands. | [Manage what your squad remembers](/docs/memory) | | Reference | A memory of where something lives outside SquadRoom. | [Manage what your squad remembers](/docs/memory) | | Lesson | Something your squad learned doing the work. | [Manage what your squad remembers](/docs/memory) | | **Import notes** | Reads notes you paste and keeps the facts worth keeping as memories. | [Manage what your squad remembers](/docs/memory) | | Skill | Written instructions a squad member follows for one kind of work. Skills are on **Skills**. | [Add and manage skills](/docs/skills) | | **Your skills** | The skills in your workspace, and which squad members use each. | [Add and manage skills](/docs/skills) | | **Marketplace** | A list of public skills you can install. | [Add and manage skills](/docs/skills) | ## AI accounts and connections | Term | Meaning | More | | ------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ----------------------------------------------------------------------- | | Model provider | The company whose AI models your squad runs on: OpenAI Codex, Anthropic, Azure OpenAI, Google Gemini, or OpenRouter. You bring your own account, and the provider bills your usage. | [Connect the AI account your squad runs on](/docs/connect-your-ai) | | **Active Provider** | The provider your squad uses when nothing else is set. | [Every setting, tab by tab](/docs/settings) | | **Default Model** | The AI model your squad uses from the active provider. | [Every setting, tab by tab](/docs/settings) | | **Fallback Providers** | Other providers SquadRoom tries, in order, when the active one runs out. | [Every setting, tab by tab](/docs/settings) | | **Rotation order** | The order SquadRoom uses your saved API keys in, for one provider. An API key is a secret code from your provider that lets SquadRoom use your account. | [Connect the AI account your squad runs on](/docs/connect-your-ai) | | **Model accounts** | The list in **Settings > Usage** of every AI account your workspace can run on, and how much of each is left. | [What SquadRoom costs and what uses credits](/docs/costs) | | **Image Models** | The providers your squad can use to make images. | [Every setting, tab by tab](/docs/settings) | | Integration | A connected account in an app, such as Gmail or GitHub, that your squad can work in. | [Connect apps through Integrations](/docs/integrations) | | **Account label** | The short name you give a connected app account, such as "work". | [Connect apps through Integrations](/docs/integrations) | | Access | How much your squad can do in a connected account: **Read only**, **Read + Write**, or **Full access**. | [Connect apps through Integrations](/docs/integrations) | | MCP server | A connection you add under **Custom** that gives your squad the tools of a service that isn't in the app list. | [Connect apps through Integrations](/docs/integrations) | | Saved login | A website login in **Settings > Passwords & Logins** that your squad can use to sign in from its browser. **Fills 2FA codes** marks one with a two-factor key, so your squad can enter the 6-digit sign-in code itself. | [Store passwords and logins for your squad](/docs/passwords-and-logins) | | Telegram bot | Your own Telegram bot, connected in **Settings > Messaging**, for reaching your squad from Telegram. | [Reach your squad from Telegram](/docs/telegram) | | **Your Telegram user ID** | The number Telegram gives your account. Your bot answers only this account and sends your squad's alerts and scheduled results to it. | [Reach your squad from Telegram](/docs/telegram) | ## Plan and credits | Term | Meaning | More | | ------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------- | ----------------------------------------------------------------- | | Free plan | Workspace access with no paid plan and no credits. | [Manage your subscription, credits, and workspace](/docs/billing) | | Launch plan | The paid plan, billed monthly, with 1,000 credits each billing cycle. | [Manage your subscription, credits, and workspace](/docs/billing) | | Early access | The Launch price for now: $49 a month instead of the $99 list price, kept for as long as you stay subscribed. | [What SquadRoom costs and what uses credits](/docs/costs) | | Billing cycle | One month of your plan, from one renewal to the next. Monthly credits reset at its start. | [Manage your subscription, credits, and workspace](/docs/billing) | | Credits | What SquadRoom's built-in research uses, such as web searches, page reads, browser sessions, and social and website data. Also called research credits. | [What SquadRoom costs and what uses credits](/docs/costs) | | Credit pack | 5,000 extra credits you buy for $10. They never expire and are used after your monthly credits. | [Manage your subscription, credits, and workspace](/docs/billing) | | **Monthly limit** | A limit you can set on credits used in one billing cycle. At the limit, the whole squad pauses. | [What SquadRoom costs and what uses credits](/docs/costs) | | **Credit activity** | The list in **Settings > Usage** of every credit refill and charge. | [What SquadRoom costs and what uses credits](/docs/costs) | ## Workspace care | Term | Meaning | More | | -------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ----------------------------------------------------------------- | | Backup | A saved copy of your workspace you can restore later. Made in **Settings > Workspace**. | [Manage your subscription, credits, and workspace](/docs/billing) | | Restore | Replaces your workspace with a backup. | [Manage your subscription, credits, and workspace](/docs/billing) | | Reset | Deletes your squad, tasks, docs, history, and saved logins, and returns you to setup. You choose whether connected apps, AI providers, and memory stay. Backups and credits always stay. | [Manage your subscription, credits, and workspace](/docs/billing) | | **Agent Gateway** | The connections your squad uses for messaging, such as Telegram. **Restart gateway** restarts them. | [Every setting, tab by tab](/docs/settings) | | **Update** | Installs a newer version of your workspace from the account menu, when it shows **Available**. | [What each status word means](/docs/statuses) | | **Notifications** | The bell in the top bar, with your 50 newest notifications. | [How SquadRoom works](/docs/what-squadroom-is) | | **Search** | Finds docs, tasks, and more from the top bar. Press Ctrl+K, or Cmd+K on a Mac. | [How SquadRoom works](/docs/what-squadroom-is) | | **Report a problem** | Sends the SquadRoom team a problem with a reply, a doc, or your workspace. It's in the account menu, and next to replies and docs. | [Common questions](/docs/faq) | | Settings | The controls for your workspace, opened from the account menu. | [Every setting, tab by tab](/docs/settings) | ## Related pages - Status words such as **Queued** or **Needs attention**: [What each status word means](/docs/statuses).