Getting started
Create your first project
Start from a template or an empty board, and get your columns and first tasks in place.
Invite your team and choose roles
How invites work, what each of the four roles can do, and what a manager can and cannot see.
Your trial, your plan, and what happens when the trial ends
Every new workspace opens on 14 days of full Pro with no card. Here is what changes afterwards.
Search, mentions and My Work
Three things that stop you hunting through boards: Cmd+K, @mentions and one personal list.
Clients & the portal
Set up the client portal
Invite a client, share the right projects, and choose what they can do there.
Publish a task, and reply to a client
Nothing reaches the portal until you publish it. Here is how the wall works in both directions.
Collect requests with intake forms
Turn a client request into a task on your board without an email thread.
Time & billing
Track time
A timer, manual entries, and how hours reach a report.
Rate cards and project budgets
How a rate is chosen for an hour, and how a budget warns you before it is spent.
Send an invoice
Turn a period of tracked hours into a document your client reads in their portal.
Billing and profitability reports
What each report answers, and how to get the numbers out as a file.
Automation & API
Build your first automation
A When / If / Then rule, and the two guards that stop rules looping.
Create an API key
Scoped keys for the public REST API, the first request to make with one, and what happens if you lose one.
Receive webhooks
Get board events pushed to your own endpoint, signed and retried.
Connect an AI agent with MCP
Let an assistant list, create, change, move and comment on tasks using the same key and the same scopes.
Security & account
Turn on two-factor authentication
Set up TOTP, store your recovery codes, and require 2FA for everyone in the organization.
Set up single sign-on (SSO)
Let your people sign in with their Microsoft Entra ID, Okta or Google account: what to register with the provider, what to bring back, and how to test it before anyone depends on it.
Export or delete your data
Take everything with you, or close the account — with a window to change your mind.
Dynamic QR codes
Print a code once and change where it points afterwards, with analytics that store no IP address.
If the answer is not here
Write to us. Support comes from the people who build the product — no call center, no ticket number. Most emails are answered within one business day.
[email protected]A security issue goes to the same address — the details are on the security page.