The left navigation
The main areas of mory are on the left edge:Elements in the header
- Client selector (top right): Here you choose the Mandant (client) whose data is shown, for example a specific ownership or portfolio. If you cannot see an expected task or property, check the selected client first.
- Notification bell: Shows notifications in mory, for example when you are mentioned in a comment with an @mention.
- Profile: Access to your profile, your signature, your connected accounts and signing out.
Search and quick actions
In the bottom left corner you find the icon for the Suche (Search). It searches tasks, properties, units, people, companies and documents in a single field. It also offers quick actions, for example Neue Aufgabe (New task), without switching to the respective module first.mory Chat
In the top left corner you open mory Chat. This is where you ask questions about all your data: you can search documents (with a direct link to the match), ask financial questions or request evaluations, for example “Which units at Musterstrasse are vacant?”. Results can be exported as Excel or PDF.Layout of a detail page
Whether task, property, unit or person, detail pages follow the same pattern.- Tabs at the top structure the content, for example for a property Übersicht (Overview), Aktivität (Activity), Einheiten (Units), Ausstattung (Equipment), Partner, Dokumente (Documents), Finanzen (Finances) and Finanzierung (Financing). For a task they are Übersicht (Overview), Dokumente (Documents) and Aufgaben (Subtasks).
- Right sidebar holds the structured data. For master data typically Details, Kommentare (Comments) and Workflows; for tasks the details, task context, Checkliste (Checklist) and time tracking.
- Main area: description, key figures, activity history and, for tasks, the Mory AI suggestion card.