Getting Started
Projects are organized in the left panel. Click any project to view its details on the right. Use + New to add a project.
Project Detail
Status, priority, and lead can be changed inline. Description is a stable summary. Add action items with due dates, log follow-ups you've sent, and track external blockers or project dependencies in the Blockers & Dependencies section.
Comments
Use the comment thread at the bottom of each project for running notes, updates, and context. Comments are timestamped and attributed automatically.
Dashboard
The dashboard summarizes your portfolio. Click alert items or project cards to jump directly to that project. Stats are live.
Calendar & On-Call
View the monthly calendar with events, holidays, and on-call rotations. The sidebar shows who is currently on call with their phone number. Click any day for details. Admins manage rotations and events in Settings.
Follow-Ups Tab
Shows all open follow-ups across every project. Mark as resolved when you get a reply.
Tasks Tab
Personal task list independent of projects. Supports priorities, categories, due dates, and notes.
Reports Tab
Generate a PDF snapshot of your portfolio — all projects, statuses, and recent activity.
Admin Tab
Manage users, statuses, categories, departments, leads, and blocker types. Admin-only.