How to Log In

1. Open the application URL in your browser.
2. Enter your email and password.
3. Click Login.

If you have forgotten your password, click Forgot Your Password? on the login page. Enter your email address, then choose a new password on the next screen and log in with it. No administrator involvement is required.

Navigating the App

After logging in, you will see the Dashboard. The left sidebar has your main navigation:

• Dashboard — Your overview page
• My Work
  • My Timesheet — Log and view your time entries
  • My Tasks — View and manage your assigned tasks
  • My Projects — See the projects you are part of

The top bar shows your name and a notification bell where you can check new notifications.

The Dashboard gives you a quick overview of your current work.

My Tasks Widget

Shows your top 5 active tasks (not completed or cancelled) sorted by due date. You will also see counts of how many tasks are in each status:

• To Do — Not yet started
• In Progress — Currently being worked on
• Review — Completed and awaiting review

My Timesheet Widget

Shows your current week's time summary:

• Total Hours logged this week
• Target Hours (your expected weekly hours)
• Progress Percentage — How much of your target you have completed
• Daily Breakdown — Hours logged for each day (Monday to Sunday)

Upcoming Deadlines Widget

Lists tasks with due dates coming up in the next 7 days and any overdue tasks (tasks past their due date that are not yet completed). If you reported a ticket and the assignee sent it to you for review, and you haven’t approved it or requested changes within 24 hours, it also appears in your dashboard’s Overdue tasks list, labelled “Awaiting your review” until you act.

Upcoming Holidays Widget

Lists upcoming organisation-wide holidays so you can plan ahead. This widget is shown to every user.

Team Availability Widget

Shows which team members are on vacation, sick leave, business leave, or otherwise unavailable in the current and upcoming 7 days. This helps you know who is available for collaboration.

How to Edit Your Profile

1. Click your name in the top-right corner of the page.
2. Select Profile.
3. Update your first name, last name, or phone number.
4. Click Update Profile to save.

How to Set or Change Your Profile Picture

1. Go to your Profile page.
2. In the Profile Picture section, click Choose image and pick a JPG, PNG, or WebP file up to 2 MB.
3. Review the preview, then click Save.
4. To remove your picture, click Remove picture and confirm.

Your picture replaces the initials in the header user menu and anywhere your avatar appears in the app. Square images render best.

How to Change Your Password

1. Go to your Profile page.
2. In the Change Password section, enter your current password.
3. Enter your new password and confirm it.
4. Click Update Password.

How to Reset a Forgotten Password

Use this if you cannot log in. If you can already log in and just want to update your password, use How to Change Your Password above.

1. On the login page, click Forgot Your Password?
2. Enter your email address and click Continue.
3. On the next screen, enter your new password and confirm it. Minimum 8 characters with uppercase, lowercase, number, and symbol.
4. Click Reset Password.
5. You'll be returned to the login page. Sign in with your email and the new password.

• The reset is self-service — no administrator approval is required.
• Inactive accounts cannot be reset; contact your administrator if your account has been deactivated.
• If you don't reach the new-password screen after submitting your email, double-check the email is the exact one registered with your account.

How to Manage Your Skills

1. Go to your Profile page.
2. In the Skills section, enter your skills separated by commas (e.g., "PHP, Laravel, JavaScript").
3. Click Update Skills.
4. You can add up to 20 skills, each up to 50 characters.

How to Set Availability / Vacation

If you will be out of office or working reduced hours, you can record an availability override:

1. Go to your Profile page.
2. In the My Availability section, fill in the Add new availability entry panel.
3. Select the type: Vacation, Sick Leave, Business Leave, or Other.
4. Set the start date and end date.
5. Set the hours of leave — the number of hours the leave consumes that day (set to your full day for a full day off).
6. Click Add entry.

More than one leave on the same day. Leaves of different types stack on a day. If you take 3 hours of sick leave and 2 hours of business leave on the same day, add them as two entries — both are kept (5h leave, 3h still available) and each stays editable and deletable. The one rule: the total leave on any day can’t exceed your working day; a save that would push a day over is rejected with a message naming the day, and nothing is stored until you fix it.

Business Leave covers company-directed time away from project work (e.g. a client workshop or off-site). Enter the hours of leave taken that day (set to the full day for a full day off); it reduces your available hours in the Member Utilization report.

Your availability will appear on the Dashboard's Team Availability widget for other team members to see.

Leave from BambooHR. If your company connects BambooHR, your approved time off is added here automatically — you don’t need to re-enter it. Every leave row now shows a small source tag: entries you typed yourself are tagged PM App, and entries synced from BambooHR are tagged BambooHR. BambooHR entries are read-only in this app (no delete button), because they’re managed in BambooHR; change the leave in BambooHR and the update flows back within an hour. You can still add manual PM App entries for anything not in BambooHR. If BambooHR later reports leave for a day your manual entry already covered, your manual entry wins — BambooHR fills only the future days you haven’t already marked, and never changes, trims, or removes anything you entered yourself. When you’re off for a full day, an “on leave” marker also appears on your avatar — on your profile and on meeting cards for the dates you’re away — and on the Dashboard’s Team Availability card.

The Timesheet is where you log your daily working hours.

Location: My Work > My Timesheet

Understanding the Timesheet View

The timesheet shows a weekly or monthly view:

• Use the Previous / Next buttons to navigate between weeks or months.
• The period button between them shows where you are relative to now — This week, Last week, Next week (or Today / This month in the matching view). Open it to switch view (Day / Week / Month / Calendar) and snap back to today.
• In Month view, each non-working day is named in its cell — the holiday, or the leave type (e.g. “Sick leave” or “Vacation”) — not just shaded a colour. A day with more than one leave shows the day’s total (e.g. “5h leave”); open the Day view to see each leave named with its hours. The leave type and holiday name are visible to everyone — the same leave already appears on the Dashboard’s Team Availability card.

The summary cards at the top show:

• Total Hours — Total hours logged for the period
• Billable — Hours marked as billable
• Non-Billable — Hours not marked as billable
• Progress — Percentage of target hours completed

How to Log Time

1. Go to My Timesheet.
2. Select a Project from the dropdown.
3. Select a Task from the tasks dropdown (tasks are filtered by the selected project). A task is required — time can no longer be logged at the project level. If no task is assigned to you, create one on the spot (see below).
4. Click on the day cell where you want to log time.
5. Enter the duration (in hours, e.g., 2.5 for two and a half hours).
6. Optionally add a description of what you worked on.
7. Choose whether the time is billable or not.
8. Click Save.

A task is required for every time entry. Project-level (task-less) logging has been removed so every logged hour records what work it was for. If you have no task assigned, use Quick-Create — it works for any project member on any project type.

How to Log Time from a Project Page

You don't have to go to My Timesheet. Open a project from My Projects and click the Log time button in the page header — the Quick Log dialog opens with that project already selected.

The Task dropdown lists only your active tasks on that project; tasks marked Done or Cancelled are not shown (a note reads "Only active tasks are listed."). If you have no active task there yet, use Create new task to add one and log against it right away.

How to Quick-Create a Task

If the task you need does not exist yet — or if you have no task assigned to you on the project — you can create one without leaving the timesheet. This is available to any member of the project, on any project type (internal or client); you do not need to be a manager.

1. Click the Quick Task button (or the "+" icon) next to the task dropdown.
2. Enter a task name (required).
3. The task is created in the selected project, assigned to you, and immediately available for time logging.

The new task's Billable flag defaults to Yes for Client (external) projects and No for Internal and Business Development projects. You can override it per task.

How to Edit or Delete a Time Entry

• You can edit or delete any of your own time entries at any time.
• Exception: once an entry has been invoiced, it becomes permanently locked and cannot be edited or deleted.
• To edit: Click the entry, make your changes, and save.
• To delete: Click the delete button on the entry.

Closed Task Restriction

You cannot log time against a task that has been marked Done or Cancelled. No one can log time against a closed task directly. If you need to add hours against a completed task, ask your project manager to reopen it first. Admins and project managers can reopen the task and log time in one step (the entry is saved against the reopened task).

Duration Format

Enter duration as H:MM (e.g., 1:30 for one hour thirty minutes) or as a decimal (e.g., 1.5 for the same). Time is displayed as Xh Ymin (e.g., 1h 30min). A live preview shows the resolved duration as you type.

Both formats are accepted everywhere you log or estimate time — the Estimated Time field on a task, the timesheet Quick Log, and the task Log Time form. As you type, a live preview shows the exact result (e.g. 0:30 → = 30min), so half-hours are never misread as a decimal.

Holiday & leave days

Days that are organisation holidays, or days you have booked as vacation, sick leave, business leave, or other unavailability, are shaded on your timesheet and labelled with the reason — across the week, day, month and calendar views. Holidays use a yellow shade; vacation is blue, sick leave is coral, business leave is amber, and other unavailability is grey. Weekends and holidays are never treated as vacation or sick leave, so a holiday or a weekend that falls inside a booked leave range still shows as the holiday or weekend, not as leave. If you have only part of a day off, the day still shows the leave label along with the hours you can still log.

A gentle reminder when you log on a day off. In the Quick-Log dialog, if you pick a date that is a full day of leave or an organisation holiday, a soft notice appears — e.g. “You’re on leave on 25 Jun — log hours anyway?” It never blocks you: the entry still saves normally. It is only there so you don’t log against the wrong day by accident. Part-day availability (where you still have some hours) does not trigger the leave reminder. The reminder works wherever the Quick-Log dialog opens — from My Timesheet and from the Log time button on a project page.

How capacity, leave, and utilization relate

The platform measures your week against two different numbers depending on which page you're looking at.

• On My Timesheet, the Week Progress widget shows your contracted hours for the week — by default, 8 hours per day across the working days that fall inside the week. A vacation day, sick-leave day, business-leave day, or organisation holiday reduces this number for that day. If your whole week is on leave but you still logged time, the widget swaps the “% complete” line for a “Worked through leave” pill so the hours don’t get lost.
• On the Utilization report (visible to managers and admins), each member is measured against a productive target of 6 hours per day across the same working days, reduced by the same leave rules. This is the figure team productivity is judged against. Logging more than the target reads as Over-utilized; less reads as Under-utilized; matching reads as Optimal.
• Working on a leave day or holiday reads as “Over-utilized”. If you log time (or have work allocated) on a day where your capacity is zero — a full leave day or an organisation holiday — the Utilization and Workload screens show an explicit “Over-utilized” label instead of a misleading 0%. This is a display change only: your logged hours still count in full towards the task, the project time report, billable totals, and P&L. It stays separate from “Overloaded”, which means more than 100% of a normal (non-zero) capacity day.

You may notice your My Timesheet summary shows “40 hours” for a no-leave week while the Utilization report shows “30 hours” for the same week. That is by design — they are different lenses on the same week.

If you work part-time (contracted below 40 h/week), the My Timesheet summary scales to your contract (e.g., 20 h/week shows 4 h/day), but the Utilization report still measures you against the org-wide 6 h/day productive target. This means a part-time team member showing 67% utilization is on-target for their contract.

View and manage all tasks assigned to you.

Location: My Work > My Tasks

Strictly personal: My Tasks lists only tasks assigned to you, on every view, for every role — managers and admins see their own assigned tasks here too. On a task you share with others, only your avatar is shown.

Task Views

You can switch between three different views. Table is the default the first time you visit — it's the fastest-loading view at any project size. After that, My Tasks remembers the view and the filters you last used and reopens there. So if you filter your Board to one project's In Progress cards, open a task to log time, and click Back to My Tasks on the task page, you land back on that same Board with the same filters still applied.

• Table View (default the first time you visit) — A list with columns for name, project, status, priority, due date, and more. Supports search and filters. It always opens showing the 10 most recently created tasks, newest first. You can page through older tasks or pick a larger page size (10 → 25 → 50 → 100), but the Table does not remember the page you were on — returning to the Table re-loads the default 10-newest list (your view choice and filters are still remembered).
• Board View — Kanban-style cards grouped by task list columns. Each tile shows its project name on a small line just above the task title (so when two cards share a similar name you can tell at a glance which project each belongs to, while the title stays the most prominent text), a bold title, a short description preview, a soft-pastel chip for the first label and the priority, stacked assignee initials (up to 3 + a +N chip when there are more), and a footer with the time you have logged so far (a clock with your running total, shown only once you have logged time against the task), comment / attachment counts, and the due date.
• Grouped View — Tasks grouped by project for a project-centric overview.

When you create a task and pick its project (or create it from inside a project), the Assignees list shows that project’s team members first under a “Project Members” heading, with everyone else under “Other Users” — so you can pick the right teammate without scrolling the whole organisation. If you change the project, the list re-groups for the newly chosen project and anyone you already ticked stays selected.

Hiding Empty Columns on the Board

On Board (Kanban) view, columns with no matching cards are hidden by default — for example, if Review and Cancelled have zero tasks right now, those columns won't appear. The same rule applies after you filter or search: a column whose visible task count drops to zero hides automatically, and reappears as soon as a task moves into it.

To see every column even when empty, use the Show empty columns switch in the page header (visible only on the Board view). The switch is off by default and your choice is remembered across reloads and devices. When every status has zero matching tasks, the board area shows a single "No tasks to show" message — the "+ Create Task" button in the page header is still available to add work.

Active Task Default + "Show completed" Toggle

By default, My Tasks shows only active tasks (To Do, In Progress, Review) on every view — Table, Board, and Grouped alike. Tasks marked Done or Cancelled are hidden so the page loads fast and stays focused on what's still in flight. Tickets you have marked Resolved also drop out of the default list (see Resolved Tickets and My Tasks below).

To include completed work, flip the Show completed switch in the page toolbar. Your choice is saved per-user and applies across all three views and across both My Tasks and the Management Tasks page — toggle once, see it everywhere.

When you explicitly pick statuses in the Status filter, that filter wins — the Show completed toggle dims and is noted as "overridden by filter" while the filter is set. Clear the filter to restore the toggle.

Resolved Tickets and My Tasks

When you mark a ticket Resolved, it leaves your My Tasks list automatically — your work is done and the ticket is waiting for the reporter to close it (or it auto-closes after 14 days). To review tickets you have resolved that are awaiting close, open the Status filter on My Tasks and select Resolved.

How the List View Loads (Fast)

The List view opens instantly even when you belong to many projects:

• Every project starts collapsed. Switching to List loads each project's task-list headers with accurate open/total counts in a single request, but not the tasks inside. Click a project header (or Expand All) to load its tasks on demand; collapsing and re-expanding never reloads them.
• Your most recently opened project is surfaced. It sorts to the top of the List and is the one project expanded automatically. With no recent project, every project stays collapsed in the default order.
• Counts stay accurate under filters. The open/total badges show the true totals; a Status filter narrows the tasks shown inside an expanded project without changing the badges.
• Readable on narrow screens. On small or low-width screens, each task row collapses to just its name. Tap a task row to expand it and see the full name, assignees, labels, status, priority, time, due date, and actions — so nothing is cut off.

On a single project's Tasks tab, only the active view loads — List, Column, and Kanban each load the first time you open them, so the page appears faster.

How to Filter Tasks

Use the Filter panel to narrow tasks across every view:

• Project — pick one or more projects.
• Status — pick any of the six statuses (To Do, In Progress, Review, Resolved, Done, Cancelled). Selecting one or more statuses overrides the active-default and the Show completed toggle. Your selection round-trips through the URL as ?status=… so the filtered view is bookmarkable.

Task Quick Preview

Click a task tile on the Kanban board to open a centered quick-preview popup. The body shows the task's description, sub-tasks, comments, and attachments on the left, with status, priority, labels, assignees, dates, and hours on the right. The footer has a primary View Full Details → button (and Edit Task when you have permission). Press Escape or click outside to close.

Click-to-Edit Cells

In Table View, the status, priority, due date, label, project, list, and assignee cells are click-to-edit. Click a value, change it in the popover, and the line updates inline.

Row Actions Menu

Each line ends with a three-dots icon. Click it to open a compact menu with view, duplicate, Mark as complete / Mark as incomplete, and delete actions. There's no separate ✓ button on the line anymore — flipping a task between "to do" and "done" lives inside the same menu.

Opening Items from a List

Click anywhere on a row to open its full detail page. To peek without leaving the list, click the eye (👁) icon for a quick summary — a popup shows the key details without a full-page navigation. Use the ↗ icon to open the detail page in a new tab instead. This works on the Projects and Tasks lists.

Hover Quick Actions

Hovering a task line (or tabbing into it with the keyboard) fades in two icons on the right: eye (👁 — opens a quick-summary popup without leaving the list) and Open in new tab (↗ — opens the full detail page in a new browser tab). The three-dots stays where it is. Touch devices show these icons always-on.

Global Search

The search box in the top bar jumps you to anything from any page. Type at least 2 letters for live results grouped into Projects, Tasks, and People. Find projects by name or code and tasks by name or number (type #42 to jump to task 42). Use the ↑ / ↓ arrows and Enter to open a result, or click it. You only see projects and tasks you have access to, and search also finds completed and closed items the filtered lists hide.

Searching a Table

Every table's search lives in the toolbar as a magnifying-glass icon button. Click the icon — the search input slides out and focuses. Type to filter the rows live; clear and click outside to collapse the input back to icon-only. Press Escape while typing to clear and collapse in one step. Your last query is remembered for the rest of your browser session, so reloading the page restores your search automatically.

Done / Cancelled Tasks

When you explicitly include Done or Cancelled in the status filter, those rows render with a strikethrough on the task name and slightly muted text — easy to scan which work is still in flight.

Assignee Avatars & Due Date Layout

Assignees show as small initialled avatar circles with hover tooltips. Multi-assignee tasks show two avatars + a +N overflow chip. The Due Date column stacks the absolute date over a colour-coded relative line: in 3d (neutral), Today (amber bold), 5d overdue (red bold).

How to Update Task Status

1. Find the task in any view.
2. Click the status toggle/button on the task.
3. Select the new status (To Do, In Progress, Review, Done).

Note: Once a task is marked Done or Cancelled, regular users and assignees cannot edit it. Admins, project managers, and Manager+ users with project access can still make edits on closed tasks.

How to Add Comments

1. Open the task detail view.
2. Scroll to the Comments section.
3. Type your comment and click Post.
4. You can edit or delete your own comments.

Mentions

Type @ in any task or ticket comment to open a picker of teammates you can notify. Arrow keys move the highlight; Enter picks. When you mention someone, they get a bell notification with a link straight to your comment. You can't mention yourself — and people who aren't on the project (or, for tickets, aren't the reporter or a watcher) won't appear in the picker.

How to Upload Attachments

1. Open the task detail view.
2. Scroll to the Attachments section.
3. Click Upload and select a file.
4. Uploaded files can be downloaded by anyone on the project.
5. You can delete attachments you uploaded.

How to Duplicate a Task

1. Open the task detail view or find the task in the list.
2. Click Duplicate.
3. A copy of the task is created with the same properties (except time entries).

If a task has been split across several assignees, its main task shows the combined estimated and logged time rolled up from all the splits, with a per-assignee breakdown. This is a read-only summary and does not affect any reports.

View all projects you are a member of.

Location: My Work > My Projects

Your projects show your tasks. Opening a project from My Projects lists only the tasks assigned to you (List, Column, and Kanban), with only your avatar on shared tasks — the same personal view as My Tasks. To browse every task, a manager uses the admin / management project view.

Sort Order

By default, My Projects is sorted by your most recent activity — the system looks at your task updates, comments, and time entries on tasks within each project, and floats the project with the latest of those to the top. Projects you haven't touched fall back to their last update timestamp. Click any column header to override with an explicit sort. Completed and cancelled projects are hidden by default.

Favourite Projects

Click the star on any project (Cards, Kanban, or Table) to mark it a favourite. Favourites pin to the top of every view, above the normal sort. Use the ★ Favourites toggle in the toolbar to show only your starred projects. Favourites are private to you; un-starring greys the star immediately and the project un-pins on the next load. Turning on the Favourites filter is remembered — My Projects will keep showing only your favourites every time you return, until you turn the filter off.

Viewing Projects

The page opens in Cards view by default, giving an at-a-glance summary of each project. Switch views using the three buttons in the top-right of the toolbar:

• Cards (default for new users) — a grid of project cards. Each tile shows a status dot, project type, code, the bold project name, the lead, timeline / start / client, a progress bar with percentage, an avatar stack of the first three members, and an open-tasks (or sub-projects) count.
• Table — sortable, searchable, paginated. Click a column header to re-sort; type in the search box to filter; click any line to open the project.
• Kanban — projects grouped by status. If you manage at least one project, drag a tile between columns to update its status.

Your last-used view is remembered automatically. If you previously used the older “List” view, it is migrated to the Table view on first visit.

For each project you can see:

• Project name and code
• Type (Internal, External / Client, or Business Development)
• Status (Planning, Active, On Hold, Completed, Cancelled)
• Project lead
• Start / end dates
• Progress (completed tasks ÷ total tasks)
• Members (up to three avatars on the tile)

Empty state

If you are not yet assigned to any projects, the page shows a compact tile with a folder icon and a one-line message. As soon as you are added to a project, the regular Table / Cards / Kanban views replace the empty panel.

Viewing Project Details

Click a project — anywhere on its tile or line — to open its detail page, which includes:

• Project information and description
• Tasks within the project
• Team members
• Project status and timeline
• The project’s Labels (shown as colour chips in the Project details card)

Task visibility: When you open a project from My Projects, you see only the tasks assigned to you (with only your avatar on shared tasks) — for everyone, including project managers and admins. The overdue count (Overdue KPI tile, Tasks-tab badge, and the overdue alert) is scoped the same way — it counts only your own overdue tasks. To browse all tasks in a project (and the project-wide overdue count), use the admin / management project view; a shared read-only link shows the full list, and a specific task is always openable by its own link.

Every task and project detail page has a Copy link button. Click it to copy a shareable link to your clipboard (a "Link copied" toast confirms), then paste it anywhere — a chat message, an email, a document.

• Login required. The link requires a valid login; nothing is visible to signed-out visitors.
• Read-only for non-members. If the person you send it to is not a member of that project or task, they can still open the page and see all the details — but they cannot edit, comment, log time, or duplicate anything. A banner notes that they are viewing via a shared link (read-only).
• Smart routing. The link opens the right view automatically for whoever clicks it — no extra steps needed.
• Access upgrades automatically. If that person is later added to the project, the same link gives them full access. Nothing needs to be re-sent.

Notifications keep you informed about important events.

Where to Find Notifications

Click the bell icon in the top navigation bar. A badge shows the number of unread notifications. The dropdown shows your most recent unread items. For a full historical view, click View all notifications at the bottom of the dropdown, or visit the Notifications page directly.

Types of Notifications You May Receive

The Notifications Page

The full notifications page lists every notification you have received, newest first, paginated 20 per page. Use the filter tabs at the top to narrow the view:

• All — every notification, read or unread.
• Unread — only notifications you have not read yet.
• Read — only notifications you have already read.

Each entry shows a relative timestamp (e.g. "2h ago"), the message describing what happened, and a link to the relevant task, project, or approval request. Unread entries are visually highlighted.

Per-Notification Actions

• Mark as read — clears the unread highlight without navigating away (only shown on unread entries).
• Delete — removes the notification permanently (confirmation prompt first).

Clicking the notification's message text takes you to the linked item.

Bulk Actions

Select multiple notifications with the per-entry checkboxes (or the Select all on this page header checkbox) to reveal the bulk-action toolbar. From there you can Mark as read or Delete the entire selection at once, or Clear selection to start over.

Mark Everything Read

The Mark all as read button at the top right of the page clears every unread notification in one click. The button is disabled when you have no unread notifications.

Managing Notifications (Quick Reference)

• Click a notification's message to view its details and mark it read.
• Click Mark as read on an entry to clear its unread highlight.
• Click Delete to remove a single notification.
• Use the per-entry checkboxes plus the bulk toolbar to act on many at once.
• Click Mark all as read to clear every unread indicator at once.

Found a bug, want a new feature, or have a question? Raise a ticket — the team triages it, assigns someone, and keeps you in the loop until it's resolved.

Raising a Ticket

1. Click Raise a Ticket — from the button above, the floating button in the bottom-right of any page, or My Tickets in the sidebar.
2. Pick the Application the ticket is about and confirm the Page URL (pre-filled with where you came from).
3. Choose a Type: Bug, Feature Request, Improvement, or Question. A Bug also needs a Severity.
4. Add a Title and a Description.
5. Optionally attach screenshots or files, and add watchers — colleagues who should follow the ticket.

My Tickets

The My Tickets page has three tabs: Raised (tickets you reported), Watching (tickets you've been added to), and Assigned (tickets assigned to you to work on). Each entry shows its current status. The Assigned tab shows your active tickets by default — use the Filter button to also see closed ones.

My Tickets shows a colour-coded status chip for each row — New, To Do, Triaged, In Progress, In Review, Approved, Resolved, Closed, and Cancelled each have their own colour.

Filtering your tickets

Every tab has a Filter panel with two multiselect filters:

• Application — pick one or more applications, or leave unselected to see tickets across all apps.
• Status — pick one or more states (New, To Do, Triaged, In Progress, In Review, Approved, Resolved, Closed, Cancelled) or leave unselected to see all.

Your filter selections are remembered per tab across visits — the Raised tab remembers its own choices independently from Watching and Assigned. Active filters appear as removable chips; use Clear all to reset a tab’s filters.

After an admin triages your ticket it becomes a task with a shared conversation thread — you, the assignee, and any watchers can comment there. A ticket moves through New → In Progress → Review → Approved → Resolved → Closed. You can attach images/screenshots to any message — they appear inline in the thread and anyone with access can click to view them larger. You can edit your own messages — click the pencil icon to change the text or swap attachments; the message stays in place with no “edited” marker shown (editing is blocked once the ticket is closed). You can also delete your own messages from the thread (a confirmation prompt prevents accidental removal). Admins can remove any message but cannot edit messages they did not write. Automated status-change notes can’t be deleted or edited. Time logged against a ticket is the same time recorded on the underlying task (it shows on the task, your timesheet, and reports).

Paste a screenshot from your clipboard (Ctrl/Cmd+V) anywhere in the conversation box or the Raise-a-Ticket form to attach it instantly. Pasted and picked images show as removable thumbnails before posting (up to 5 images, 5 MB each).

The ticket page shows a Status & next step box with a five-stage lifecycle track (In Progress → In Review → Approved → Resolved → Closed) and a plain-language line telling you what to do or whose turn it is. As the assignee you click Send for Review when the work is done, then Mark Resolved once the reporter approves. As the reporter you click Approve or Request Changes during review, then Close (or Re-open) once the ticket is resolved.

When the assignee finishes work they click Send for Review. You then click Approve (the fix looks good) or Request Changes (needs more work — the ticket returns to In Progress). Once you approve, the ticket moves to Approved — its own stage showing on the board. The assignee then clicks Mark Resolved; you can still click Request Changes from Approved if something needs revisiting. The note the assignee leaves when marking Resolved is shown to you as the resolution summary. You (or the assignee) can then click Close, or you can click Re-open if the issue has come back. Admins and project managers can also close directly at any active stage. Each action has an optional comment box. If you take no action for 14 days after the ticket is Resolved, it closes automatically.

Every ticket has an Activity tab (next to Resolution) — a read-only log showing who did what and when: work started, time logged, sent for review, approved, fields changed (assignee, dates, priority, title), resolved, and closed. The list scrolls inside the tab. Anyone who can see the ticket can see the timeline.

Watchers (CC'd colleagues) can read the conversation and post replies, but have no lifecycle action buttons — they cannot change the ticket's status (Send for Review, Mark Resolved, Close, or Re-open). Only the reporter, the assignee, and admins / project managers can act on the ticket's status.

If you open a ticket from the normal Tasks area, you'll see a banner pointing you to the ticket workspace — that's where the Start Work / Mark Resolved / Close actions live.

Resolving a ticket — what the assignee needs to provide

When you click Mark Resolved, the system checks that the underlying task has a start date, a due date, and that you have logged your own time against it. If anything is missing, a short dialog appears and asks for exactly those details. Resolving saves everything in one step. This ensures your work shows up correctly in workload and P&L reports.

Re-raising a closed ticket

If a ticket has been Closed or Cancelled and the same issue comes back, the reporter can click “Reopen as new ticket” on the closed ticket's page. This creates a brand-new ticket pre-filled with the original details. The new ticket lands in New status and will be triaged like any other ticket. The original closed ticket and its task are left exactly as they were — the history is preserved.

Who can triage your ticket?

Triage and reassignment can be performed by Super Admin, Admin, and Project Manager roles (Spec 057 widened triage + reassign to include Project Managers so tickets don't bottleneck on Admin). Manager+ and standard users cannot triage or reassign.

Schedule a meeting, invite colleagues, collect their RSVPs, and record who actually turned up — all without leaving the app. Every meeting gets a key like MTG-001 and starts in status Scheduled.

Location: My Work > Meetings

Creating a Meeting

1. Open Meetings under My Work and click New Meeting (or the + button).
2. Fill in the Title and an Agenda (multi-line text — one line per talking point is fine — that also accepts images and @-mentions; see Agenda images & @-mentions below).
3. Choose Where from one picker: Online, or Meeting Room (book one of the company's meeting rooms — see Booking a room below).
4. Set the Start and End date-time — they pre-fill to the next full hour and one hour later (e.g. at 1:50 PM they default to 2:00 PM–3:00 PM); change them as needed. The end must be at least 5 minutes after the start.
5. Optionally add the meeting to a project — the field reads Add to a Project (default Select a project) and accepts any project type — and add one or more invitees (at least one is required).

Two optional checkboxes: Notify me when invitees respond (a bell each time someone responds) and Also create as a task (needs a linked project — see below).

Agenda images & @-mentions

The Agenda is more than plain text. You can paste a screenshot or choose image files straight into it — PNG, JPG, GIF, WEBP, up to 5 images and 5 MB each. Thumbnails appear immediately with a remove control before you save, and while editing you can also remove images saved earlier. You can also @-mention people: type @ and a search box lists any active user (not just your invitees); pick a name and it's inserted. On save, each newly mentioned person gets an in-app notification (“you were mentioned in a meeting agenda”) and shows as a highlighted chip on the meeting page — re-saving an unchanged mention won't notify again, and you're never notified for mentioning yourself.

On the meeting page, anyone who can view the meeting sees the images as thumbnails; click one for a full-size preview with the filename and a Download link (close with Escape or by clicking outside). Images are permission-controlled — only people who can view the meeting can open them — and the agenda text is always shown safely.

Booking a room

Choosing Meeting Room reveals a dropdown of the company's bookable meeting rooms (name plus floor/location). Picking one reserves that room for your meeting's time, and the room's name automatically becomes the meeting's location (so it shows on the meeting page and in the Teams invite). Rooms can't be double-booked: if Priya holds Boardroom A for 2:00–3:00 PM Tuesday, trying to book it for 2:30 PM Tuesday is blocked with a message naming the clash — pick another room or switch to Online and still create the meeting. Back-to-back bookings are fine (a 2:00–3:00 hold doesn't block 3:00–4:00). The hold follows your meeting: reschedule and the old slot frees; cancel, complete, delete, or switch back to Online and the room is released for everyone else.

Recurring room bookings

For a meeting that repeats, flip Repeat this meeting on the create form, choose Every day, Every week, or Every month and an Until date, and book the whole run at once. A series is limited to 30 occurrences: as you set the frequency and end date the form shows a live count of how many meetings you'll create, and won't let you save over 30 — it names the count, the limit, and the fix (an earlier end date, or a less-frequent cadence like weekly instead of daily).

Picking a room books only the first meeting. Say Priya books a weekly standup in Boardroom A. Choosing the room reserves it for the first Tuesday only — every other Tuesday is created as "No Room" (an amber, pending, in-person state) with no room held, leaving Boardroom A free for others on those dates. Each is still a real, in-person meeting, just waiting for someone to give it a room (or set it Online). The form tells her this up front when she picks a room on a recurring series.

Assigning rooms to the other dates — any upcoming date, whenever you like. Priya gives the remaining dates a room from the Occurrences panel on the meeting page (or from the Meeting Calendar), one date at a time. You can set a room on any upcoming date of the series — there's no window and no wait: a date six months out is just as assignable as tomorrow's. If Priya wants to lock in Boardroom A for a standup that's three months away, she can do it today; the dates in between don't have to pass first, and there's no "Room opens" hold on far-off dates any more. Booking a room that's already taken at that time is refused on the spot and names the clash, so nothing is ever double-booked.

The Occurrences panel. On a recurring meeting's detail page, a foldable Occurrences section (collapsed by default) lists every upcoming date with its room — or "No Room" — with a "Select all" master checkbox at the top for bulk delete. For any upcoming date, anyone who can edit the meeting can Set room / Change room right there — near or far, with no window and no "Room opens" wait. Editing or cancelling a recurring meeting always asks whether to change this occurrence only (just that date) or the whole series (shared time, title, and standing roster — rooms stay per-date, so a whole-series edit no longer re-books rooms). If a new series time collides with a date's held room, only that one date's room is released — the rest of the edit still applies — and Priya is prompted to pick a new room for the freed date from the Occurrences list. Frequency and the date range are fixed once booked.

The same panel handles two more per-date tweaks without disturbing the rest of the series: add one extra invitee to a single date (they're invited to just that occurrence and get the normal notification and calendar invite — the other dates are untouched; the standing roster still lives on the main Edit, and this one-off guest stays put on that date even if you later edit the whole series — a series roster change adds or removes standing invitees without disturbing a per-date guest), and delete occurrences — this one, all upcoming, or a hand-picked set of specific dates (or use "Select all" to tick every occurrence at once). Deletion only ever removes dates that haven't happened yet; past (already-held) meetings are always kept, so the history and any logged time stay intact.

A meeting in a series wears a Recurring badge — next to its status on the meeting cards and in the meeting detail header. The detail page's Details panel also states the schedule in plain language, e.g. "Repeats monthly · next 29th Jul 2026 · until 29th Sep 2026" (the next date is the next upcoming occurrence and drops off once the series is fully in the past). One-off meetings show no badge.

Meetings are also colour-coded by place so the type is obvious at a glance: a place chip reads aqua Online, violet In person, or amber No Room — on the meeting card, the detail header, and your dashboard invitations — while a recurring meeting adds the green Recurring badge (the same green as the recurring-task label). On the room calendar, room bookings show in deep violet and a recurring series carries a green left stripe, so a one-off booking and a recurring series are tellable apart at a glance.

My Meetings list

A row of room cards sits above the list, one per active room, each showing the room's name, its location, and live availability — Free now, Free · next at a time, or In use until a time — so you can see which rooms are open before you book. Click any room card to open its availability calendar (Month / Week / Day); clicking a free slot there starts a new meeting prefilled with that room and time. Each booked block shows who booked it, and a recurring series adds a "Recurring · N dates" line so everyone can see who's holding a room and for how many dates — while the meeting's title and link stay visible only to people allowed to see it (others see a generic "Booked" block). The Meetings list itself shows meetings you organize or are assigned to. A recurring series shows as a single card — not one card per date: a daily standup is one row, linking to the series' next upcoming occurrence and carrying an “N upcoming in this series” hint, so a series never floods the list and the summary tiles count it once. Filter by status, project, and date to find the one you need. Four summary tiles across the top count your Scheduled, Awaiting your RSVP, Completed, and Cancelled meetings — the Awaiting your RSVP tile lights up only when you actually owe a reply. Each card carries a coloured status rail down its left edge (blue = Scheduled, green = Completed, coral = Cancelled) so you can read a meeting's state at a glance; cancelled meetings are dimmed. Click any summary tile to jump to that subset (e.g. Awaiting your RSVP shows only the meetings you still owe a reply). The Status and Project filters each accept multiple selections, and you can filter by a date range rather than a single day. When your Project list is long, the Project filter has a built-in search box — start typing to narrow it down.

Invitations & responses

When you're invited you get an in-app bell notification and a Meeting invitations card on your Dashboard, and — for Online meetings — a real Outlook/Teams calendar invite in your mailbox.

Responses now happen in Outlook/Teams, not in the app. You accept, mark tentative, or decline from the Microsoft 365 calendar invite — there are no in-app Accept/Maybe/Decline buttons. Your reply is pulled back into the app automatically (usually within the hour), so the meeting's Invitees card and the organizer's response tally reflect who's coming. The Awaiting your RSVP tile and Reminders lines still flag invites Outlook shows you haven't answered yet.

When you create a meeting you're counted as an Accepted attendee by default — you're hosting it — so you never get an invitation prompt or a reminder to respond to your own meeting.

Meeting lifecycle

• Mark Completed — the meeting has happened; responses freeze.
• Cancel — the meeting is called off; records are kept and all invitees are notified.
• Re-open — bring a Completed or Cancelled meeting back to Scheduled, choosing to notify all invitees or just a selected subset.

On the meeting's detail page these stay tidy: Edit is the filled button in the header with Copy link beside it, while Mark Completed, Cancel, and Delete live together in the More menu (the three-dots button) next to them.

Attendance tracking (who attended and for how many minutes) is coming in a later phase, where it will fill in automatically from the Microsoft Teams attendance report.

Connecting your Microsoft 365 account

Teams/Outlook sync is now per person: go to Profile → Microsoft 365 and click Connect Microsoft 365, sign in to Microsoft once, and the Online meetings you organize will sync to your own Outlook/Teams calendar. Because the event is made on your real mailbox, invites and join links work even if your app login email isn't a licensed company mailbox. The moment you connect, the app also back-fills your upcoming scheduled meetings onto your calendar (past and already-synced ones are left alone), so meetings you booked before connecting still show up — this runs in the background. Click Disconnect on the same page to stop syncing new meetings (existing calendar events stay). If your connection lapses (changed password or revoked access) the app asks you to reconnect — your meetings are never lost.

Teams calendar sync (Online meetings)

Once you've connected your account and you save an Online meeting you organize, the app automatically creates a real Teams calendar event on your Outlook/Teams calendar and sends each internal invitee a calendar invite. A recurring online series syncs as one recurring Teams event — attendees get a single series invite, not one per occurrence.

Once synced, a Join Teams meeting button appears on the meeting detail page so anyone who can view the meeting can join directly.

If you haven't connected your account the meeting still saves — it's just marked not synced with a nudge to connect. If Microsoft can't be reached at save time it saves and shows a Teams sync failed badge; editing and saving again retries.

Meeting Room (in-person) bookings also sync. A room meeting appears on your Outlook/Teams calendar with the room as its location and still includes a Join Teams meeting link, so people can join online if they can’t be there in person. (Only a meeting with no place at all — neither Online nor a room — creates no calendar event.)

External (non-user) email guests and Teams attendance auto-fill are not part of the current phase.

Responses flow back from Outlook automatically. When an invitee accepts, marks tentative, or declines from their calendar invite, that response is pulled into the app — usually within the hour — and shown on the meeting's Invitees card.

Need it sooner? Use “Sync responses”. On a synced meeting’s detail page, the organizer (and managers/admins) sees a Sync responses button that pulls everyone’s latest Outlook/Teams replies into the app right now, instead of waiting for the hourly cycle. It works even after the meeting has ended (the automatic hourly sync only covers upcoming meetings).

Meeting shows “Teams sync failed”? Use “Retry Teams sync”. If an online meeting couldn’t reach Teams (a red Teams sync failed badge), the organizer (and managers/admins) sees a Retry Teams sync button that re-creates the Teams event and, on success, pulls everyone’s responses so the Invitees card updates. If it fails again the message says why — usually because the organizer hasn’t connected their Microsoft 365 account (Profile → Microsoft 365), or their connection has lapsed.

Also create as a task

Tick Also create as a task (with a linked project) and the app creates a task on that project. A meeting with 2 or more invitees gets one “App Meeting”-labelled split sub-task per invitee, so each person logs their own time — the hours roll up without double-counting. A single-invitee meeting becomes one normal task. For a recurring meeting the tasks aren't created up front — the app creates each occurrence's own task on the morning of that date (one per occurrence, split per invitee), so a daily standup doesn't spawn every occurrence's tasks at once. On the meeting's linked-task card, each split row is clickable and opens that split task.

Share by link

Every meeting has a copyable share link. A colleague who isn't an invitee sees a read-only view (a “shared link (read-only)” banner, no edit controls, no financial figures); someone who already has access sees the full view. Either way the read-only link shows the same agenda images and @-mention chips as the full page. A deleted meeting's link shows a friendly “This meeting was deleted” message.

Editing & deleting

Organizers (and Super Admin / Admin / Project Manager) can edit; delete is organizer + Super Admin / Admin only. You can't remove the last invitee — cancel or delete the meeting instead.