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How-to guide
See project health, workload, deadlines, and where to act next.
PM sidebar β Dashboard
See all projects and open the create wizard.
Projects β Projects
Work your task inbox across every project.
PM β Tasks
Log hours worked so projects and billing stay accurate.
PM β Time
Monitor open risks and issues across active projects.
PM β Risk Register
Track client approvals requested across projects.
PM β Approvals
Run one project: tasks, milestones, budget, risks, and approvals.
PM β Projects β click a project
Update one task: status, assignee, estimate, links, and time.
PM β Tasks β click a task
Pick a template and a way of working (Simple, Kanban, Agile, Waterfall, and more), then fill dates, money, and team.
Projects β Projects β New project (or open /pm/projects?new=1).
Move task cards across columns on a Kanban project.
Open a Kanban project β Tasks (board).
Plan a sprint and move stories on an Agile project.
Open an Agile Scrum project β Sprints.
See your personal tasks on a board instead of a list.
Projects β My Tasks β switch to board.
Ask how to do a job
Ask how to set something up. When you finish a step, type done.