Setup Workspace: A workspace is a digital environment or a dedicated area where individuals or teams collaborate, organize, and manage their tasks, projects, and related information.
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Config Button: Click to get into the configuration page of Workspace.
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Workspace Name: Change the name of your workspace.
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Workspace Time Zone: Change the time zone of your workspace, this will impact your calendar and project time zone.
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Priorities: Add new priority tags here. Default priorities are “High”, “Medium”, and “Low”.
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Tags: Add new tags here. These tags can be assigned to your tasks.
Members: This page let you manage members in your workspace.
- Invite People: Enter co-workers emails to invite them to your workspace.
- Open: Click the “Open” button to get redirected to that member’s personal board.
- Member Details: Click the “…” button to open the settings page for each member. Only the creator of this workspace can see this option.
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Set Hourly Rate: Set member’s hourly rate. Wages will be used to estimate project cost.
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Set Default Working Hours: Default working hours will be used to calculate workload.
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Rename: Change the member’s name.
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Roadmap & Goals: Shows your personal goals and the roadmap of your projects
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Roadmap: Overview of the projects which you are involved, highlighting project timelines, major deliverables, and dependencies.
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Goals: Set and track your objectives using a progress bar and due date, while also providing options to customize the goal name, add notes.
Home: Your personal board where you can see the details of your tasks and activities.
- Overview: The front page where you can see your to-dos and today’s calendar.
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Profile Settings: Click the “Home” button to change your name and portrait.
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To-do list: A compilation of tasks that need immediate attention.
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Today’s Calendar: An overview of today’s events and tasks.
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Logout: Click to log out of this account.
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Tasks: A list of tasks that are assigned to you.
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Time: Specify the desired time range to filter and view your tasks.
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Sort: Utilize the sorting function to arrange tasks based on assignee, priority, project, or due date.
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Mark the Task: Mark them complete or incomplete. Green means “Completed”, yellow means “Doing”, and red means “Overdue”.
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Assign Tasks: Change the assignee for tasks.
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Select Priority: Change the priority for tasks.
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Select Project: Choose the project to which this task belongs.
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Hide “Done” Tasks: Click to hide tasks that are completed.
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Task Details: Open the task details page by clicking the task title.
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New Task: Click to add new tasks. The instruction of adding tasks is in the next section.
Create Tasks: Create new tasks by ChatGPT or manually.
- AutoCreate by ChatGPT: Write or paste the tasks that you want ChatGPT to create for you.
- For easier recognition of details, please include the "Title" and "Description" when providing the tasks.
- You can also specify the Assignee and Due Date. ChatGPT can automatically assign the task once it is created.
- Make sure the assignee's name matches the one on the "Members" page in our system, otherwise ChatGPT will not be able to recognize the assignee.
- Convert to Tasks: Once the tasks are auto-created by ChatGPT, you can edit the details and save all tasks to your task list.
- Click the delete “X” button to delete this task.
- You can choose the Assignee, select the Project to which this task should be assigned, and change the Start Time and Due Date on this page.
- After all details are confirmed, click Save all tasks to save all tasks to your task list, or click Cancel to disregard all created tasks on this page.
- Manually Create Tasks: Manually create the task by entering all details here.
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Enter the Task Title, and choose the Assignee. You can also use our Auto-Assign feature to ask ChatGPT who’s the best assignee based on historical data.
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Modify the Start Time and Due Date for this task, ******or you can also make it an All Day event.
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You can choose to make this task Recurring on a daily, weekly, monthly, or quarterly basis.
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Add New Time Entry on this task. The time entry will be saved in the task details, and used to calculate workload and generate reports.
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Task Details: View all the task details on this page.
- You can mark as Complete, change the Title, select the Task Type, add Tags, choose the Assignee, select the Priority and the Project.
- Auto-Complete This Task: Click to ask ChatGPT to complete this task.
- Add task Relations, Worklogs, AI Summary, or Delete this task.
- Relations: Task relations refer to the connections or dependencies between tasks. You can link other tasks to this task in the Relations section.
- Parent Task is a higher-level task that contains subtasks.
- Subtasks are smaller, related tasks that contribute to the completion of the parent task.
- Blocked by a task means that a task cannot progress or be completed until the blocking task is finished.
- Worklogs: Record and track members’ work hours or time spent on specific tasks.
- Add Time: Add a work duration of 1 hour to the task starting from now. The date is set as today, and the precise hour is automatically captured at the time of adding.
- Add Duration: Add a work duration of 1 hour to the task without specifying the date or the specific hour.
- Start: Click this button to initiate time tracking to monitor the duration spent on this task. The tracker will record time intervals that exceed 1 minute.
- Summary: Ask ChatGPT to summarize this task.
- Delete: Type in “delete” and click the “delete” button to delete this task.
- Relations: Task relations refer to the connections or dependencies between tasks. You can link other tasks to this task in the Relations section.
- Subtasks: Create subtasks to this task by clicking “New Task” or “Auto-Create Subtasks” on the right side of the page.
- When you mark the subtasks as Complete, the Progress bar of the parent task will advance accordingly, reflecting the increased completion status.
- Dependency Graph: A tree diagram that illustrates the interdependencies among tasks.
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White for not started, Yellow for in progress, and Green for completed. When all subtasks are Green, the parent task is automatically marked as complete.
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Kanban Board: Provides a overview of tasks, their statuses, and progress. You have the flexibility to drag tasks across different task statuses, modify task status names, and add new tasks.
- Click “Hide Task” to hide this task. You can find all hided tasks at the bottom of this list.
- Click the task card to open the details window.
- Task Status:
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Todo: Tasks that are yet to be started or are pending.
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Doing: Tasks that are currently in progress.
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Blocked: Tasks that cannot progress due to dependencies or obstacles.
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Done: Tasks that have been completed successfully
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Calendar: Displays scheduled events, deadlines, and task due dates in a date-based format. You can see the calendar in weekly view or monthly view.
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Click any timeslots to create new tasks. The process is similar to “Manually Create Tasks”.
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You can also drag tasks to different dates on the calendar.
Add a New Page: Click “+” button next to the tabs to add a new page, you can change this page’s name or delete this page.
“/” Commands: Quick access to insert varies types of features, texts, charts.
Favorites: Bookmark personal/team/project boards for quick access. You can add by clicking the “Star” button.
Create Teams/Projects/Workpages: Click “+” button to create, you can change the name and invite members who are in the workspace.