Account & Login
I forgot my password. How do I reset it?
Go to the login page
Click Forgot Password
Enter your email address
Check your email for a reset link
Click the link and create a new password
Why can't I log in?
Common reasons:
Incorrect email/password - Double-check for typos
Account locked - Wait 15 minutes after multiple failed attempts
Account deactivated - Contact your administrator
How do I change my email address?
Go to Settings > Profile
Update the email field
Verify the new email address
Your login will update
Navigation & Features
Why can't I see certain menu items?
Your role determines what you can access. If you need access to a feature, contact your administrator to adjust your permissions.
How do I customize my navigation?
Go to Settings > Preferences
Drag and drop menu items to reorder
Your layout is saved automatically
Where did my project go?
Check if:
The project was deleted (check with owner)
You were removed from the project
Filters are hiding it (clear all filters)
Projects & Tasks
How do I create a new project?
Click + New Project from Projects page or dashboard
Enter the project name and details
Click Create
How do I assign a task to someone?
Open the task
Click the Assignee field
Select the person
They'll be notified
How do I mark a task as complete?
Open the task
Change the status to Completed
Or click the checkbox in the task list
Why can't I edit a project?
You may not have edit permissions. Check with:
The project owner
Your administrator
Documents
What file types can I upload?
Supported formats include:
PDF documents
Word documents (.docx)
Excel spreadsheets (.xlsx)
Images (PNG, JPG)
And more
How large can files be?
Maximum file size is 10MB. For larger files, consider:
Compressing the file
Splitting into multiple files
Linking to external storage
How do I download a document?
Open the document
Click Download
The file saves to your computer
Teams & Permissions
How do I add someone to my team?
If you're an admin:
Go to Settings > Users
Click + Invite User
Enter their email and role
Send the invitation
What are the different roles?
Role | Access |
Owner | Full access, billing |
Admin | Full access, no billing |
Member | Standard access |
Guest | Read-only |
How do I change someone's role?
If you're an admin:
Go to Settings > Users
Find the user
Select a new role
Save
Billing
How do I change my plan?
Go to Settings > Billing
Click Change Plan
Select new plan
Confirm change
How do I add more users?
Go to Settings > Billing
Click Add Seats
Enter number of seats
Confirm
Where are my invoices?
Go to Settings > Billing
Click Payment History
Download any invoice
Integrations
How do I connect Slack?
Go to Settings > Integrations
Find Slack
Click Connect
Authorize in Slack
Why is my integration not syncing?
Try:
Check connection status in Integrations
Refresh the connection
Re-authorize if needed
Check for error messages
Performance
The app is running slowly. What can I do?
Clear your browser cache
Try a different browser
Close unused tabs
Check your internet connection
Data isn't updating. What should I do?
Refresh the page
Clear browser cache
Log out and back in
Report if issue persists
Getting More Help
How do I contact support?
Use the Help menu in the app
Email support from your Settings page
Check the Help Center for guides
How do I report a bug?
Note what happened and steps to reproduce
Take a screenshot if possible
Contact support with details
How do I request a feature?
Contact support or your account manager with:
Description of the feature
Why it would help you
How you’d use it