Usage guide

Create your account and set up your workspace in minutes.

• Create a new account and pick your organization name.
• Verify your email with the code we send you.
• Invite your teammates from the “Team” page.
• Switch between Arabic and English anytime from the top bar.

Organize work into projects, and split each project into phases.

• Create a project and set its dates and team.
• Add phases and track completion automatically.
• View tasks as a Kanban board, list, or calendar.
• Share progress with clients via a secure portal link.

Create tasks, assign them, and track them to done.

• Add tasks inside each phase and assign teammates.
• Set priority, due date, and labels.
• Break big tasks into subtasks and checklists.
• Drag and drop tasks between columns to change status.

Invite your team and control what each member can do.

• Invite members by email from the “Team” page.
• Assign roles (owner / admin / member) to each person.
• Assign members to projects and tasks by role.
• Switch between your organizations from the workspace switcher.

Issue ZATCA-ready invoices and manage your subscription.

• Create clients and invoices, and send them as PDF.
• Track payments and balances per client.
• Convert an accepted proposal into a project in one click.
• Change your plan or enable add-ons from the “Billing” page.

Customize your workspace and enable the modules your team needs.

• Enable modules (Channels, Attendance, Automation…) from “Apps”.
• Customize branding (logo & colors) on higher plans.
• Create API keys and connect other systems via webhooks.
• Export your data anytime from organization settings.