Dash for admins - Build better workspaces with Stacks

How to create and share a Stack

1. Open Dash and select Create Stack.

2. Add files, links, messages, or documents from any connected tool app.

3. Arrange items in the order that makes sense for your workflow.

4. Add a short description to set expectations.

5. Share the Stack with your team or specific people with view or edit access.

Learn more on how to create and share a stack.

Start the demo to learn how you can create, customize, and share a stack to keep your work organized and easy to collaborate on.

What sets Stacks apart

Stacks organize content by purpose, not by storage location. Unlike folders that rely on where things live, Stacks connect resources across apps into one clean, guided experience.

Internal and external sharing: Stacks aren’t just for internal organization, they’re also designed for sharing work externally. You can use a Stack to bring together files, links, notes, and context from different tools into one clear, structured view. Instead of sending multiple links or documents, you share a single Stack, organized the way you want.

Stacks work just as well for internal alignment as they do for sharing with clients, partners, or stakeholders, with full control over structure, context, and access.

This flexibility makes Stacks easy to adapt to many different workflows.

Example of implementation

Admin best practices

As an admin, you can make Stacks a powerful tool for your team’s productivity, and these best practices will help you build clean, reliable, and scalable workflows.

1. Create Stacks that mirror your team’s core workflows

Build Stacks for recurring processes such as onboarding, project kickoffs, reviews, training cycles, and cross-team collaboration. When Stacks match the real workflow, your team always has a clear guide to follow.

2. Standardize key workflows with template Stacks

Turn your most effective Stacks into templates your team can duplicate. This reduces guesswork, ensures consistency, and helps new team members get up to speed faster.

3. Structure Stacks to guide team members step by step

Order items in the logical sequence your workflow follows:

• key context

• must-use resources

• tools and links

• examples or templates

• final deliverables

• A well-structured Stack becomes a built-in checklist that keeps teams aligned and reduces errors

4. Curate content to reduce noise

Only include what teams actually need. Keep Stacks short, clear, and focused so team members can move through work quickly without hunting for the right materials.

5. Use descriptions and naming conventions

A clear title and short description help team members instantly understand when and how to use a Stack, avoiding confusion and duplicate work.

6. Keep shared Stacks accurate and up to date

Regularly review and refresh content. Your team relies on official Stacks to guide their work, so keeping them current ensures smooth execution across workflows.

7. Control edit access to maintain consistency

Limit editing to admins or owners for core, workflow-critical Stacks. This ensures teams always work from the correct version and that workflows stay reliable.

8. Share Stacks at critical workflow moments

Share Stacks intentionally when teams need alignment, such as preparing for a client meeting, coordinating before a product launch, or supporting an incident response. Well-timed sharing ensures everyone starts with the same context without duplicating the examples from earlier sections.

9. Encourage team members to clone and personalize

Empower them to adapt Stack templates for their specific projects. This keeps workflows consistent while giving flexibility where it matters.

10. Track which Stacks your team uses most

Use this insight to refine templates, simplify workflows, and identify where your team might need additional support or training.

With Stacks you can standardize workflows, deliver consistent resources, and help your teams start every task with full context.