Short guides to get your team started and solve common questions. Also see the FAQs and the system status.
The tabs run across the top: Calendar, Board, Repository, IdeaLine, Dashboard and Activity. You can reorder them in Settings, Display.
Choose Concise (one line for each project), Default or Extended with the size menu. Drag a project to a new day, or use its edit form. IdeaLine ideas appear with a golden glow and a small bulb so they stand apart from regular projects.
Download a calendar view: press Download on the calendar, choose PDF, PNG or JPG, then paper size and orientation for PDFs. The file shows the month or week you are viewing, with the year.
Ideas move along a line from Spark to Project. Each plan allows a number of active ideas (3 on Starter, 10 on Team, 25 on Studio). When an idea is ready, move it to Project and it lands on the calendar.
In Settings, People, choose Add a person and fill in Name, Email, Role, Permission level and View. They receive an invitation email. Remove anyone with the red trash button.
When someone @mentions or assigns you, a pop-up appears right away and the bell rings. In Settings, Notifications you can switch pop-ups off, allow desktop notifications, pause alerts for an hour or until morning, and send yourself a test.
If alerts seem late, check that your connection is online. The app also checks for new activity every minute as a backup.
In Settings, Data and backup, download everything as a migration pack (ZIP of CSV files plus a JSON backup and README), an Excel workbook, or a JSON backup. The full activity log can be filtered and exported on its own. Admins can schedule backup emails to people on the team.
History is kept for 6 months on Starter, 12 months on Team and forever on Studio. Download before older entries age out if you need a longer record.
Every delete asks first. The dialog has a checkbox to skip it next time; turn the question back on in Settings, Display. Removing a person or deleting your account always asks.
Open Settings, then Plan and account, then Delete my account. Download your data first if you want a copy. Owners can hand the workspace to someone else or delete it with everyone’s data. Type DELETE to confirm.
Everything works with a keyboard. Use Alt with the left or right arrow to move board cards or tabs, and the Move up and Move down buttons in Settings to reorder lists. Read our accessibility statement.
Everything an auditor, procurement team or client usually asks for is in the Trust center: the Accessibility Conformance Report, Data Processing Addendum, Payment Terms, subprocessor list, backup summary and vendor service commitments. Each legal document can be downloaded as PDF, Word or plain text.
Ask for an invitation and we will set up your team’s workspace. Already invited? Log in and keep going.