Socras

Atomic units of work to capture, discuss, and solve challenges

Features

Powerful Features

Content

Notes, tasks, issues, docs, etc.

Assignee

Assign to team members or AI

Status

Set status to track progress

Priority

Prioritize to focus on what matters

Due Date

Set due dates to stay on track

Content

Adapt to Your Workflow

Customize Socras for any work type—from bug tracking to research documentation.

Anatomy of a Socra

One specific challenge, action, or idea

Track with assignees, priorities, statuses, due dates

Collaborate with AI to accelerate work

Preserves context, decisions, discussions

Share knowledge team-wide or publicly

Best Practices

Focus each Socra on one specific item

Write clear, actionable descriptions

Set appropriate priority levels

Assign ownership explicitly

Update status as progress occurs

How It Works

Socras are atomic units of work—focused documents capturing challenges, discussions, or knowledge with AI assistance, organized in Journeys to track progress and build institutional knowledge.

Quick Overview

1

Create a Socra

Click "Write" in any Journey or Inbox. Give it a clear, focused title.

2

Craft Content

Detail your challenge using markdown for clear organization.

3

Set Properties

Assign ownership, priority, status, and due dates for accountability.

4

Collaborate

Work with teams and AI directly within each Socra. No context-switching.

5

Track Progress

Update status as work advances. Everyone sees current state instantly.

6

Organize

Place Socras in Journeys for context and discoverability.

7

Manage Access

Control viewing and editing permissions with granular settings.

1

Create a Socra

Transform abstract ideas into concrete, trackable entities.

How it works:

  • Click "Write" in any Journey or Inbox
  • Give a specific title that defines purpose
  • Focus on one discrete item (task, decision, knowledge)
  • Use templates for consistency

Make ideas immediately actionable and discoverable in a standardized format.

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2

Craft the Content

Make information accessible and actionable with well-structured content.

How it works:

  • Write clear descriptions understandable without additional context
  • Use markdown to make content scannable
  • Include all relevant information and resources
  • Attach files or links when needed
  • Allow content to evolve as information emerges

Enable precise, efficient communication without lengthy explanations.

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3

Set Properties

Transform static content into dynamic, trackable work with clear ownership and priorities.

How it works:

  • Assign clear ownership for accountability
  • Set priority levels (1-4) based on importance
  • Update status to indicate progress
  • Set Journey-level defaults to save time
  • Add due dates for scheduling
  • Properties remain visible for instant status awareness

Eliminate decision fatigue and enable clear project oversight without disruptive check-ins.

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4

Collaborate Inside

Keep all collaboration within each Socra to preserve context and eliminate fragmentation.

How it works:

  • Invite team members to specific Socras where needed
  • Use socra AI for ideation, drafting, and analysis
  • Keep all discussion in one place—no context switching
  • Maintain permanent connection between discussions and decisions
  • Enable collaborative editing and version tracking

Eliminate coordination overhead and fragmented discussions across multiple platforms.

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5

Track Progress

Make work visible with clear status tracking to maintain momentum and accountability.

How it works:

  • Update status as work advances through stages
  • Document key developments or blockers
  • Review activity logs for change history
  • Set notifications for important updates
  • Filter views by status, assignee, or properties
  • Use inbox to track Socras needing attention

Maintain momentum without status meetings. Make work visible and nothing falls through cracks.

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6

Organize in Journey

Create meaningful context with proper organization. Journey structures make knowledge discoverable and patterns reusable.

How it works:

  • Create Journeys for major work domains
  • Add sub-Journeys for specialized areas
  • Place related Socras in appropriate Journeys
  • Build natural hierarchies of Socras and Journeys
  • Add context descriptions applicable to all contained Socras

Make information discoverable and build a living knowledge base that grows more valuable with time.

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7

Manage Access & Privacy

Apply granular access controls to balance protection with collaboration needs.

How it works:

  • Inherit default settings from containing Journey
  • Override permissions for specific Socras when needed
  • Control access with different permission levels:
    • Editor: Modify content and properties
    • Commenter: View and add comments
    • Viewer: View only
  • Share with external collaborators selectively
  • Make specific Socras public when appropriate
  • Manage and revoke access instantly

Collaborate safely with external stakeholders while keeping sensitive content protected.

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Questions & answers


What exactly is a Socra?

An atomic unit of work capturing one specific challenge, task, or knowledge piece with all context, discussions, and decisions in one place, enhanced with AI collaboration.


How should I structure my Socras?

Keep each Socra focused on one specific item. Use clear titles, organized content with markdown, and appropriate properties to make it actionable. Organize into logical Journey hierarchies.


How do Socras help with collaboration?

Socras maintain all discussions, decisions, and context in one place. Team members collaborate directly within each Socra, with AI assistance to facilitate and accelerate solutions.


What makes Socras different from regular tasks or documents?

Socras combine tasks, documents, and discussions with AI collaboration. They preserve context, track progress clearly, and build reusable knowledge.


How do I know when to create a new Socra?

Create a new Socra for each discrete challenge, task, or knowledge piece. If mixing multiple topics, split them to maintain focus.