How-to guides

Use these guides when you know what you want to do and need the practical steps. The concept pages explain what each feature is for; this section shows how to operate the workspace.

Access and permissions

• Control who can access a project
• Use groups for project access
• Review access before sensitive work

Tickets and execution

• Create and update tickets
• Design good tickets
• Link and organize tickets

Projects, boards, fields, and workflows

• Create a project board
• Configure board columns and filters
• Add custom fields
• Configure workflows by ticket type
• Design board cards
• Create ticket visual indicators

Docs, Chat, and AI review

• Create and structure docs
• Use AI Chat
• Review AI proposals
• Build and configure Agents

Operating rhythm and setup

• Run a project standup
• Onboard a workspace and teammates

Before you start

Check the project picker before creating or editing anything. Many TOW pages are scoped by project. If you are building project-specific tickets, docs, workflows, fields, or boards, switch to the target project first. Use All Projects only when the work should apply across the organisation.

Review generated work

AI-generated tickets, docs, memory diffs, snapshots, and pending actions are drafts until a person reviews them. Use Inbox, references, source panels, and item activity before treating generated output as workspace truth.