Settings & Team
Workspace settings, team members, roles and security.
- Team members and roles The nine roles, what each one can reach, and the difference between an app user and a team roster entry.
- Two-factor authentication Setting up an authenticator app, storing your reset code, and what signing in looks like afterwards.
- Tasks Creating and assigning tasks, the three tabs, and how tasks link back to the thing they are about.
- Getting help The in-app help routes: asking the AI assistant, the roadmap board for ideas and votes, the Send feedback button, and what to check before reporting a problem.