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Complete User Guide
All essential user workflows: navigation, projects, tasks, time tracking, teams, reporting & subscription basics
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Complete User Guide
This consolidated guide walks everyday users through the full feature set you can access (excluding developer‑only internals). Use it as a jump point to specialized articles.
Navigation & Dashboard
- Dashboard Widgets: Overview of projects, time, tasks, reports.
- Customization: Rearrange/hide sections (see Dashboard article).
- Notifications: Bell + floating chat/time UI elements.
Projects
- Create projects with name, client, budget (optional).
- Assign members & set visibility.
- Track progress, time & costs.
Tasks (Kanban)
- Create tasks, drag between status columns.
- Attach files, assign members, set due dates.
- Premium feature if labeled with badge.
Time Tracking
- Start/stop timers from project list or floating widget.
- Manual entries for missed work periods.
- Break handling & conflict resolutions prompts.
Teams & Users
- Teams are organizational only (no permissions).
- Your role defines what you can do.
- Leaders may see additional reports if role permits.
Reporting
- Generate time, productivity & cost summaries.
- Export data (PDF / CSV / Excel if plan allows).
- Filter by date range, project, user, team.
Messaging & Notifications
Use the floating chat button to open the conversation panel. Real‑time updates arrive via SSE and push (if you enabled browser permissions).
- Chat: Team communication with attachment support.
- Inline Alerts: Time tracking status, session conflicts.
- Push: Optional out‑of‑app reminders.
Subscriptions & Feature Access
- Free plan: core projects, basic time tracking, simple collaboration.
- Upgrades unlock Kanban, advanced reports, export & priority support.
- Badges or upgrade prompts appear where features are gated.
Quick Tips
- Pin the floating time/chat widget by keeping the page scrolled to top.
- Review time entries daily to avoid adjustments later.
- Use descriptive task titles; helps reporting accuracy.
- Check role if you can’t access a page—teams don’t grant access.
See specialized articles for deeper walkthroughs of each module.
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