Get Oriented in Your Workspace

Confirm where you are

If your account belongs to more than one organization, confirm the selected organization before acting. Projects, Cards, membership, and support context belong to that organization.

Find your current work

Open Stack to see the Cards ready for your attention. A Card may be absent because it is not ready, belongs to another organization or Team, or is assigned to someone else.

Understand the wider picture

• Use Plan to understand a Project and its connected work.
• Use Pressure to see constraints requiring attention.
• Use Load to understand commitments and capacity if your role permits it.
• Use Financials only when commercial visibility is part of your role.

Before changing organizations

Finish or save any open form. An active timer remains server-authoritative, but confirm its Card and organization before beginning different work.