Get to know your workspace.

Where to goWorkspace sidebar

Boards

1. Choose a module in the left sidebar: Insights, Work, People, Money, Tech or Office.
2. Use the menu across the top to open a section within that module. For example, choose Work, then Projects.
3. Select a record, such as a task or employee, to open its details.
4. Use Settings in the sidebar for workspace preferences and access controls.

Where to goInsights → My Dashboard

My Dashboard

1. Open Insights → My Dashboard.
2. Check Upcoming tasks & events to see what is due next.
3. Choose View Task to open an item, or View Calendar to see your schedule.
4. Open My Tasks when you want to focus on your assigned work.

Where to goTop bar → Find what you need…; Quick actions

Find what you need…

Boards

1. Choose Find what you need… in the top bar, or press Ctrl + K, to open workspace search.
2. Open Quick actions to find Create Task, Message someone, Create Task Status and Create Milestone.
3. Use the same menu to find Task Archive, Future Tasks and Project Notes.

Where to goInsights → Home

Home

1. Open Insights → Home.
2. Choose All, Today or Mine, or use a topic filter such as Work or Company News.
3. Read updates, join a poll or reply to a personal post. Use Create post to share something with the team.
4. Check the calendar and who is away before planning your day.

Where to goInsights → My Dashboard

My Dashboard

1. Open Insights → My Dashboard.
2. Check your task and project totals, upcoming tasks and meetings.
3. Choose View Task to open a priority task, or View Calendar to see your schedule.
4. Use Activity and the work indicators for more context.

Where to goInsights → BCG

BCG

1. Open Insights → BCG and choose a time period above the graph.
2. Use the legend to compare positive and negative activity signals.
3. Check Project Health and BCG Tracking to see the work behind those signals.
4. To export the graph, open Menu and choose SVG, PNG or CSV.

Where to goInsights → Vitals

Vitals

1. Open Vitals from the Insights navigation.
2. Find the month you want to review in the left column.
3. Read across Insights — All Events, Work — Productivity, People — Engagement, Money — Financials, Tech — Overview and Office — Overview.

Where to goInsights → Workflow Pressure

Workflow Pressure

1. Read Current Workflow Pressure and EPH at the top of the page.
2. Compare the Last 5 Days summaries for pressure and activity.
3. Review the dated activity entries for context and use View more to reveal more entries.
4. Follow a task link in the timeline when you need to inspect the work behind an update.

Where to goInsights → Team Dynamics

Team Dynamics

1. Open Team Dynamics and note the period described above the chart.
2. Leave the Employee filter at All employees or choose the employee you want to focus on.
3. Read the Activity level and Collaboration level axes, using the quadrant labels to understand the positions.

Where to goWork → Boards

Boards

1. Open Work → Boards and choose a project above the board.
2. Look through its status columns to see where each task stands.
3. Select a task card to read its brief, update it or join the discussion.
4. Use the project toolbar for documents, notes and project settings.

Where to goWork → Boards → project

Boards

Priority

1. Choose All or Mine to see everyone’s tasks or just your own.
2. Choose a priority, tag or assignee to narrow the board.
3. Type in search to find a specific task.
4. Use Subtasks or More filters if you need a more specific view.

Where to goWork → My Tasks → + Create task

My Tasks

+ Create task

1. Open Create task and select the project. Enter a clear task title.
2. Write the Brief: explain what needs to be done and what the result should be.
3. Choose the assignee, status, priority and due date. Add subtasks or files if needed.
4. Review the details and choose Create task.

Where to goWork → Boards → open a task

Boards

Task details×

Status

1. Open a task card and read the Brief.
2. Use Properties to update the status, priority, assignees or due date.
3. Choose See more for extra fields, or Show discussion to read and add comments.
4. Choose Mark as done when the work is complete.

Where to goWork → Boards → open a task

Boards

Task details×

Subtasks

1. Review the Subtasks section and its progress indicator.
2. Use the checklist boxes to reflect completed subtask items, or choose Subtask to begin another item.
3. Use Attachment for supporting files and review the Estimated and Actual sections.
4. Use Show discussion when you need the conversation related to the task.

Where to goWork → Boards → open a task → See more

Boards

Task details×

Make Recurring

1. Open the task and expand its properties with See more.
2. Choose Make Recurring to open the recurrence setup when the work needs to repeat.
3. In Development, use the repository and branch selectors alongside Create Branch and Create PR.

Where to goWork → My Tasks

My Tasks

1. Choose Across all for your full list, or select a project to focus the view.
2. Use search to find a task, then review the priority groups and each card’s status.
3. Open a task to inspect its details and any pending actions. The card’s Actions control provides further task actions.
4. Use Mark as done on a completed task, or + Create task to begin new work.

Where to goWork → Team sync

Team sync

1. Choose a teammate from the people shown at the top of Team sync.
2. Review the Critical, High, Medium and Low groups, or use search to narrow the view.
3. Use + Create task when you need to begin a new task.

Where to goWork → Projects

Projects

1. Choose All, ACTIVE, INACTIVE, CANCELED, FINISHED or ARCHIVED to narrow the project list.
2. Use search and switch between Cards and Table to find the project you need.
3. Review a project card’s owner, task count, status and assignees; use Actions for its available actions.
4. Choose + New project when you need to create a project.

Where to goWork → Projects → + New project

Projects

+ New project

1. Open Work → Projects and choose + New project.
2. Enter the project name, language, owner and assignees. Add a client if needed.
3. Write a short description and choose Default or Custom task statuses.
4. Review the budget and any other options, then choose Create Project.

Where to goWork → Clients

Clients

1. Choose All, Person or Company under Type.
2. Choose Active or Archived, then use search to narrow the list.
3. Switch between Cards and Table, or choose + Create a Client to begin a new client record.

Where to goWork → Inventory

Inventory

1. Use Search products and the Category filter to find a product.
2. Review the Name, Created, Brand, Category and Tags columns, and use a row’s Actions control for its available actions.
3. Check Total Items, Inventory Value, Low Stock Items and Out of Stock, then review Low Stock Alerts and Most Stocked Items.
4. Choose + Add Product for a new product or Import Products to start an import.

Where to goWork → Task Templates → + Create task template

Task Templates

+ Create task template

1. Choose All, ACTIVE or ARCHIVED to review existing templates, then choose + Create task template.
2. Set the priority, Display title and Unique template name. Use Estimated Budget and choose Days, Hours or Money when relevant.
3. Write the brief in the editor, use Select files or the drop area for attachments, and choose Assignees.
4. Use Add a checklist item… to build the checklist, then choose Create Template when it is ready.

Where to goPeople → Contacts

Contacts

1. Choose Rolodex, Cards or Wall to change how the records are shown.
2. Under Type, choose All, Contact, Lead, Client or Employee. Under Entity, choose All, Person or Company.
3. Use Search names, companies, role to narrow the results, or use the Jump to alphabet in Rolodex.
4. Choose Active or Archived to look in the appropriate set of records.

Where to goPeople → Contacts

Contacts

Add contact

1. Choose Add contact to start a new record, or Import when bringing in an existing list.
2. Find the relevant contact using the Type and Entity filters or the search box.
3. Use Schedule follow-up on the contact row to arrange your next conversation. Open More actions for other record options.

Where to goPeople → Human Resources → Employees

Human Resources

Employees

1. Open People → Human Resources → Employees.
2. Search for a name, or filter by employment type, status or location.
3. Select the employee to open their profile.
4. Choose + Add an Employee to create a new employee record.

Where to goPeople → Human Resources → Employees → employee profile

Human Resources

Employee profile

1. Find the employee in People → Human Resources → Employees.
2. Open their profile and use HR for employment details and a work overview.
3. Choose Time off, Personal, Salary, Skills, Docs, Work or Clock ins for the information you need.

Where to goPeople → Human Resources → Employees → employee profile → Time off

Human Resources

Employee profile×

Time off

1. Open the employee profile and choose Time off.
2. Review available, used, carry-over and pending days.
3. Use the year calendar or Leave history to find an absence.
4. Use Mark absence to record time away, or Export absences to download the history.

Where to goPeople → Human Resources → Employees → employee profile → Salary

Human Resources

Employee profile×

Salary

1. Open the employee profile and choose Salary.
2. Choose Gross or Net and review current pay and Salary history.
3. Use Edit current salary or Add new salary for a pay change.
4. Use Additional compensation for a bonus, allowance or benefit.

Where to goPeople → Human Resources → Employees → employee profile → Skills

Human Resources

Employee profile×

Skills

1. Open the employee’s profile from Employees.
2. Choose Skills.
3. Read how completed work informs the profile, and use that context when discussing strengths and development.

Where to goPeople → Human Resources → Employees → employee profile → Docs

Human Resources

Employee profile×

Docs

1. Open Docs in the employee’s profile.
2. Review Total documents, Active, Completed and Expired to understand the library at a glance.
3. Under Documents, choose All, Active, Completed or Expired to narrow the list.
4. Choose Add document to add a document to the employee record.

Where to goPeople → Human Resources → Employees → employee profile → Clock ins

Human Resources

Employee profile×

Clock ins

1. Open the employee profile and choose Clock ins.
2. Set Start and End to the period you want to review.
3. Review Average Clock-In Duration, Average Breaks Duration and Average Break Count alongside any records for that period.
4. Choose Add Clock In when a clock-in needs to be recorded.

Where to goPeople → Human Resources → Timesheet

Human Resources

Timesheet

1. Choose Timesheet, then select Daily, Weekly or Monthly.
2. Set Start and End for the period you need, and use Search to narrow the list.
3. Read the Employee, Description, Location, Period, Total work and Total Break columns.
4. Use Rows per page and the page controls to move through longer lists.

Where to goPeople → Human Resources → Salaries

Human Resources

Salaries

1. Choose Salaries in Human Resources.
2. Use Search to narrow the records and review the Name, Position, Date, Type and Salary columns.
3. Open Actions on a row for that salary record’s options.
4. Adjust Rows per page or use the page controls to continue through the list.

Where to goPeople → Human Resources → Stats

Human Resources

Stats

1. Choose Stats in Human Resources.
2. Review Total Employees, employment types and New Employees for a picture of the team.
3. Read the Median Tenure, Median Age, Clock In, Clock Out and Break time cards using their accompanying labels.
4. Review Tasks Closed and the Worked time section for the work-related summaries.

Where to goPeople → Human Resources → Organization

Human Resources

Organization

1. Choose Organization in Human Resources.
2. Review the department tree and the people grouped beneath each department, including Unassigned.
3. Use Reset Zoom to return the diagram to its starting scale.
4. Use + Add Department or + Add an Employee when you need to begin a new record.

Where to goPeople → Sales Pipeline

Sales Pipeline

1. Open People → Sales Pipeline.
2. Choose a stage or use search to find the opportunity.
3. Switch between Cards and List if another view is easier to use.
4. Choose + Lead or + Proposal to add a record. Use Actions on an existing record for its available options.

Where to goPeople → Recruitment

Recruitment

1. Choose All, Draft, Published, On Hold, Filled or Closed to narrow the job board.
2. Use search to find a role, or switch between Active and Archived postings.
3. Choose View candidates on a posting with applications to review its candidates.
4. Use + Create Job Posting for a new role. Import is available beside the job-board search.

Where to goPeople → Recruitment → + Create Job Posting

Recruitment

+ Create Job Posting

1. Enter the Job title and Open positions, then choose Employment type, Seniority level and Location type.
2. Choose any Required Application Fields and use Add question for questions specific to this role.
3. Write the Job description. Add the optional salary range, Currency, Pay period and Application deadline when relevant.
4. Review Application steps, then choose Save as draft or Publish job posting when the form is ready.

Where to goPeople → Recruitment → + Create Job Posting → Application steps

Recruitment

Application steps

1. Scroll to Application steps in the job-posting form.
2. Choose Select from template and review the sequence shown for the selected template.
3. Choose Add custom when the role needs a different sequence, and review it before saving the posting.

Where to goPeople → Talent Pool

Talent Pool

1. Choose Active or Archived to select the candidate records you want to browse.
2. Enter the candidate’s name in Search by name.
3. Find the matching candidate card. Use Email when that action is available and you want to contact them.

Where to goMoney → Expenses

Expenses

1. Open Money → Expenses and choose All, Paid or Unpaid.
2. Set a date range. Use search, tags, projects or categories to narrow the list.
3. Check the vendor, amount, due date and payment status.
4. Use the page controls to see more records.

Where to goMoney → Expenses → + Add expense

Expenses

+ Add expense

1. Open Money → Expenses and choose + Add expense.
2. Upload a receipt PDF or image, or choose Add manually.
3. Check the title, category, amount, currency and due date. Add a vendor or project if needed.
4. Review all details, including anything read from a receipt, then choose Add new expense.

Where to goMoney → Income → Invoices

Income

Invoices

1. Open Money → Income → Invoices.
2. Filter by payment status or invoice status, such as Draft, Sent or Overdue.
3. Choose a client or date range to find the invoice.
4. Use Actions beside the invoice for its available options.

Where to goMoney → Income → + Create Invoice

Income

+ Create Invoice

1. Open the invoice form and select the client under Billed to. Check the currency and dates.
2. Choose Add item for each line. Enter the quantity, price, tax and any discount.
3. Select the payment account and check the totals and terms.
4. Choose Create as draft to save for later, Create invoice to create it, or Create & Send invoice to send it.

Where to goMoney → Income → Incomes

Income

+ Add Income

1. Open Money → Income. Choose Incomes to review income records or + Add Income to enter a new one.
2. Choose From client or From other source, then select the source in From*.
3. Enter Amount*, Currency and Date. Select Choose bank account* and add a Description when useful.
4. Check the source, amount, date and account before choosing Add new income.

Where to goMoney → Income

Income

Cash Flow

1. Choose a client and set Start and End dates for your review.
2. Read total income, total paid, total unpaid, total tax and avg. pay time below the records.
3. Choose the Currency for Cash Flow, then review Revenue by source.
4. Open the chart menu when you need Download SVG, Download PNG or Download CSV.

Where to goMoney → New proposal

New proposal

1. Select the lead or client. Enter the proposal name, description, currency and due date.
2. Add the items and check quantities, prices, taxes and discounts.
3. Review the total and terms.
4. Choose Save as draft, Create proposal or Send proposal via email.

Where to goMoney → Accounts

Accounts

1. Choose All, ACTIVE or ARCHIVED to select the accounts you want to see.
2. Review the account cards and the Balance over period section.
3. Choose Currency to review Distribution across Accounts in that currency.
4. Choose + Add Account to open the account setup form.

Where to goMoney → Vendors

Vendors

1. Choose All, ACTIVE or ARCHIVED, then set the Start and End dates.
2. Use Search for anything to find a vendor.
3. Compare Paid Amount, Due Amount and Total Amount in the table. Use Rows per page or the page arrows for a longer list.
4. Choose + Add Vendor to open a new vendor form, or Merge Vendors to work with duplicate records.

Where to goTech → Overview

Overview

1. Review the Dark Web Check summary, including Total breaches, Cleared and Open.
2. Use View list to open the related monitoring list.
3. Review Website monitoring and use View all websites for the website list.

Where to goTech → Integrations

Integrations

1. Open Integrations and find the service you want to connect.
2. Read its description to check that it covers the workflow you need.
3. Choose Configure on the service’s card to open its setup panel.

Where to goTech → Integrations → Xero → Configure

Integrations

XeroConfigure

1. Choose Configure on the Xero card.
2. Expand OAuth Integration in Xero Integration.
3. Use Connect to Xero when you are ready to authorize the appropriate Xero organization.

Where to goTech → Integrations → n8n → Configure

Integrations

n8nConfigure

1. In your n8n instance, create a workflow or open an existing one.
2. Add an Aqtos node where the workflow should communicate with Aqtos.
3. Point the node at your Aqtos instance and provide the authorization credentials required for that connection.
4. Complete and check the workflow in n8n before activating it.

Where to goTech → Websites

Websites

1. Choose Active or Archived to select the website list.
2. Review each website’s Monitoring status along with Uptime per day and Total uptime per week.
3. Use + Add website to open the setup for another site.

Where to goTech → Dark Web Check

Dark Web Check

1. Check the Dark web monitor state at the top of the page.
2. Choose Leaks to review open findings or Cleared to review cleared findings.
3. Use Total breaches, Cleared, Open and Monitored e-mails to understand the current coverage and results.

Where to goTech → Email campaigns

Email campaigns

1. Choose All, Pending or Sent, then switch between Active and Archived to find the records you need.
2. Use search to find a campaign.
3. Choose Edit draft on a pending campaign to continue it, or Create email campaign to open a new campaign.

Where to goTech → Import → Get started

Import

Get started

1. Open Tech → Import and choose Get started.
2. Choose the type of record you want to import, such as clients, projects or tasks.
3. Choose Next, then upload a CSV, JSON or XML file.
4. Follow the import assistant and review the resulting records.

Where to goOffice → Chat

Chat

Send

1. Choose a conversation under Channels, Groups or Direct Messages. Use Search to find it more quickly.
2. Write in the message composer. Use its formatting controls, Add emoji or Attachments when needed.
3. Review your message and use the send control marked Ctrl + Enter to send it.
4. Use the conversation’s search box to find an earlier message.

Where to goOffice → Calendar

Calendar

1. Open Office → Calendar and choose Month, Week, Day or Agenda.
2. Use Today, Back and Next to move between dates.
3. Filter by event type, person or project to find what you need.
4. Choose + Event for a new event, or Request absence for time off.

Where to goOffice → Calendar → Request absence

Calendar

Request absence

1. Open Office → Calendar and choose Request absence.
2. Choose All day, Half-day or Custom and set the start and end dates.
3. Select the absence type and add a note if needed.
4. Check the dates and choose Submit.

Where to goOffice → Calendar → + Event

Calendar

+ Event

1. Choose + Event and enter the title, then choose the event Type.
2. Set Start and End, or choose All day. Add a description, guests, project and location as needed.
3. Review Recurring if the event repeats. For a meeting, review Create task for meeting when you also want a task.
4. Review the event details and choose Add event.

Where to goOffice → Announcements

Announcements

New announcement

1. Open Office → Announcements and find the update you need.
2. Choose Read more to open the full announcement.
3. Choose Mark as read when it is available to confirm you have seen the update.
4. To share a company update, choose New announcement.

Where to goOffice → Forum

Forum

+ Start a Discussion

1. Browse the discussion list or use search to find a topic.
2. Review the topic’s summary and Followers information to identify the discussion you need.
3. Choose + Start a Discussion when you want to raise a new topic.

Where to goOffice → Documents

Documents

1. Choose All to see the full document list.
2. Choose PDF, DOCX, XLSX, PPTX, Image or Other to narrow the file type.
3. Use Search to find the document you need within the selected view.

Where to goSettings → General Settings

General Settings

Search for settings

1. Open Settings from the main sidebar and choose General Settings.
2. Use Search for settings to find a setting by name.
3. Read the card description and choose Manage to open the setting.

Where to goSettings → General Settings

General Settings

Country and CurrenciesManage

1. Choose Manage on Country and Currencies to open default country and currency settings.
2. Use Invoices, Expense Categories or Expenses for the corresponding finance settings.
3. Choose Invoice Branding for invoice appearance settings.
4. Choose UJP e-Invoice for UJP EPPD ID and digital certificate settings for fiscal invoice submission.

Where to goSettings → General Settings

General Settings

HR > Vacation PlansManage

1. Choose Manage on HR > Vacation Plans to open annual vacation plans, or Time Off Approval for the request approval workflow.
2. Use Company Departments to organize departments and Appoint Managers for department management settings.
3. Use Clock-In Settings for company working hours and mandatory clock-in reminders.
4. Use HR Custom Fields for additional employee information or Candidate Custom Fields for additional candidate information.

Where to goSettings → General Settings

General Settings

LanguageManage

1. Choose Manage on Date & Time Format to open date and time display preferences.
2. Use Language to set the language for the app and notification emails.
3. Use Email Notifications for login-reminder or all-notification email muting options.

Where to goSettings → Users

Users

1. Open Settings → Users.
2. Search for the person and check their email, role and account status.
3. Use Resend Invite if they need another invitation, or Actions for other account options.
4. Choose + Add an Employee to add a teammate.

Where to goSettings → Permissions

Permissions

1. Open Settings → Permissions.
2. Find the role you want to review.
3. Expand a module and check the access available for each page.
4. Make changes only for the role and pages you intend to update.

Where to goSettings → API Keys

API Keys

1. Review Total keys, Active keys, API requests and Revoked keys.
2. Use Search keys or choose All, Active, Pending, Denied or Revoked to narrow the list.
3. Use + Generate new key only when you intend to create access for an approved connection.

Where to goSettings → Html Templates

Html Templates

1. Use Context and Search for anything to narrow the template list.
2. Review Subject, Event, Language and Context to identify the template you need.
3. Choose + Add Template to open a new template form, or Actions beside an existing template for more options.
4. Use Rows per page and the page arrows to browse larger template lists.

Where to goSettings → Install/Uninstall

Install/Uninstall

1. Review the module and page groups at the top of the screen.
2. Compare your selection with Installed Modules & Pages below.
3. Choose the modules and pages your team needs.

Where to goSettings → General Settings

General Settings

NGO modeManage

1. Choose Manage on NGO mode to open the options for your organization.
2. Open Cancel subscription when you need to review cancellation.
3. Read the cancellation description before opening it and involve the person responsible for the workspace.