Everything you need to run your workspace confidently.

Getting started

Set up your account and learn the workspace.

1. Sign in with the workspace URL and credentials supplied by your administrator.
2. Open My Profile to add your avatar, job details, timezone preferences, and notification settings.
3. Use the left navigation to open modules available to your role. Hidden modules are not enabled for your account.
4. Use the global search to find only projects, tickets, planning items, documents, and pages you are permitted to access.
5. Review the dashboard for assigned work, priorities, attendance controls, and recent activity.

Projects and project boards

Organize delivery work and the people responsible for it.

Create a projectDefine its name, ticket prefix, visibility, dates, estimate, owner, and members.

Manage membersAdd only the people who should see and work within the project.

Use the boardMove tickets through project-specific statuses and maintain the team workflow.

Personalize your listPin and reorder projects. Your saved order is private to your account.

Project visibility is enforced throughout lists, search results, reports, epics, sprints, documents, and direct links.

Tickets and daily execution

Create, assign, discuss, and complete trackable work.

1. Choose a project and select Add Ticket.
2. Enter a clear title and description, then choose status, priority, type, assignee, sprint, epic, due date, and visibility as applicable.
3. Use comments, mentions, attachments, watchers, and worklogs to keep the complete delivery record together.
4. Create subtasks or dependencies when work must be broken down or completed in sequence.
5. Update status from the ticket or board as work progresses. Use filters and saved views to focus the listing.

Planning: epics, sprints, and priorities

Turn roadmap goals into an ordered delivery plan.

EpicsGroup related tickets under a larger outcome and monitor completion.

SprintsSet iteration dates and goals, then assign eligible tickets to the sprint.

BacklogPrioritize tickets not yet assigned to a sprint and drag them into planned work.

Daily prioritiesManagers assign dated priorities; users can review, complete, edit, or reschedule permitted items.

Timesheets, attendance, and leave

Record working time and keep attendance aligned.

1. Use Check In when starting work and Check Out when finishing a work session.
2. Open Timesheets and log project, ticket, work date, hours, task description, and optional notes.
3. Use Tasks Worked to turn recent ticket activity or daily priorities into editable timesheet rows.
4. Review attendance hours versus submitted timesheet hours and correct discrepancies.
5. Submit leave requests for approval. Administrators review requests and maintain organization holidays.
6. Administrators can filter and export timesheet data to Excel or CSV while retaining the active sort and filters.

Timesheet and attendance modules can be enabled or disabled per user. If disabled, their navigation, controls, search pages, and direct routes are unavailable.

Documents and collaboration

Keep knowledge, conversations, and reminders connected.

DocumentsCreate team or private knowledge pages and associate them with accessible projects.

Chat and mentionsDiscuss work with colleagues and use mentions where collaboration is permitted.

NotificationsChoose email and push preferences and register each browser that should receive alerts.

Calendar remindersCreate dated reminders and review permitted schedule, attendance, and timesheet activity.

Administrator setup

Configure the workspace and control user access.

1. Create users, assign roles, and enable or disable account, credential-base, timesheet, and attendance access.
2. Configure project-specific statuses, priorities, and ticket types in Status Master.
3. Set organization timezone, attendance policy, office IP/work-location rules, and holidays.
4. Customize email templates and confirm notification delivery settings.
5. Review leave approvals and audit logs for operational oversight.
6. Monitor subscription limits and plan features before adding users or projects.

Roles and access

What each workspace role is generally designed to do.

Role	Typical access
Admin	Workspace-wide configuration, users, reporting, approvals, audit, and all tenant projects.
Project Manager	Manages assigned/owned projects, planning, members, tickets, and team work views.
Developer / Tester / Member	Works within assigned projects and permitted tickets, planning items, documents, and workforce modules.
Client	Limited project and ticket visibility intended for external collaboration; workforce and administrative features are excluded.

Useful tips and troubleshooting

Small habits that make daily use smoother.

Search safelyGlobal search returns only data and pages available to your account.

Reuse filtersFilter listings before exporting and personalize supported lists with pin/reorder controls.

Refresh stale UIAfter a deployment, use a hard refresh if an icon or updated control is not immediately visible.

Recover accessUse Forgot Password on the sign-in page or contact your workspace administrator.