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 in
  • room.manage, room.settings, room.closeout, room.import, room.receivables, room.communicate