Help center
Step-by-step answers for setting up a workspace, running a project and managing who can see what.
Getting started
Create a workspace and your first projectSign in, name your workspace, and set up your first project with a template and a go-live date.Choose a template: Startup, Enterprise or GeneralWhat each of the three built-in templates contains, how to pick one, and what the example-data option does.
Running a project
Build the business caseEnter what you pay today, compare options on payback and three-year net, and record the sponsor's decision.Use the roadmap and phase gatesHow phases, gates and exit criteria work, what happens when you tick a criterion, and how to change the go-live date.Work with the tasks boardAdd tasks, move them between To do, In progress, Blocked and Done, and filter the board by workstream and team.Map a process and turn a gap into a taskAdd current-state and future-state steps, flag pain points, log gaps, and create a task from a gap in one click.Log issues during testing and hypercareLog a problem with a severity, module and owner, move it from Open to Resolved, and see how critical issues affect go-live readiness.Check go-live readiness and record parallel payroll runsHow the weighted readiness checklist produces a percentage and a Go or No-go, and how to record parallel payroll results.Save a project as a templateReuse a project's structure for the next rollout: what is kept, what is cleared, and how to start a project from a saved template.
People and access
Invite people and choose their rolesThe four roles in HRjects, what each can do, how invitations work, and how to change or remove someone.Invite an outside guest to one projectGive a vendor consultant, contractor or outside tester access to a single project without adding them to your workspace.
Account and data
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