Support category
Learn the Workflow
Understand how work moves through Plan, Stack, Pressure, Load, Financials, and Client Review.
Plan a Project in Cards
Understand how Managers build and review connected project work before creating live Cards and commitments.
Send and Respond to Client Review
Understand how authorized work reaches a client, how feedback returns, and how revisions stay connected to the Project.
Understand Financials and Who Can See Them
Learn what Financials connects to project delivery and why commercial visibility depends on explicit permissions.
Understand Load and Capacity
Learn how Cards compares scheduled commitments with organization-controlled capacity to support realistic planning.
Understand Pressure
Learn how Pressure surfaces schedule, capacity, review, decision, and support constraints that need attention.
Work from Your Stack
Use Stack to find the next useful Card, understand why it is ready, and keep your commitments current.