Docs Rooms
Rooms
Rooms are tenant-scoped operating hubs — a context layer on top of shared PilotBPM systems (tasks, tickets, documents, changelog). Use them for distribution hub launches, client onboardings, or any long-running initiative that needs its own labels, health signals, and closeout checklist.
How it works
- Create a Room from a Room Blueprint or use AI-assisted setup to recommend modules and labels.
- Each room has optional modules: entities, tasks, requests, communications, receivables, agreements, documents, reports, settings, and closeout.
- Health is computed from blockers, overdue work, receivable exceptions, failed imports, and incomplete closeout items.
- Lifecycle progresses from Draft → Launch → Stabilization → Operations → Closed → Archived.
- Room-scoped requests are regular tickets with
roomId— never a separate ticket engine.
Northwind demo
The Northwind Logistics tenant includes West Coast Distribution Hub Launch (8 launch issues, vendors, receivables) and Acme Foods Client Onboarding.
Permissions
room.view— see rooms you own, belong to, or are assigned work inroom.manage,room.settings,room.closeout,room.import,room.receivables,room.communicate