Projects, actions, and the basic workflow from capture to done.
Fields in Add action: assignees, tags, dependencies, and dates.
Group actions by area. Workstream health is separate from the project status (On track, At risk, Off track).
The weekly scorecard on Reports: RAG, owner, critical path, copy, and CSV.
JSON and Excel formats accepted from the Import project flow.
Typed notes vs. uploads, processing steps, credits, and plans.
Set up providers like Azure DevOps, Basecamp, and Jira.
Allowances, what happens when credits run out, and typical costs.
Free vs. Pro vs. Business at a glance.
Owner through Viewer, and what “Cover seat” means.
tag:, workstream:, and user: filters (including quoted multi-word names), plus toolbar filters.
Power-user keys on the project actions page.
What the chat can do and how PROJECT / ACTION modes work.
Email and in-app defaults, mentions, and where settings apply.
How we ship improvements and where to watch for updates.
Connect ChatGPT, Claude, Cursor, Grok Bot, GitHub Copilot, or any MCP client to your projects with a single URL.
Connections, project mapping, sync behavior, and troubleshooting.
Connect Basecamp, map to a project, and link actions to to-dos or cards.
Atlassian OAuth, project mapping, creating and linking issues, and sync behavior.