Guide ยท Team workspace
Working in the team workspace
Sort an unsorted request, keep an item internal, plan it on the trackers, track the time against it, and connect an agent over MCP.
Getting around
- Finding your way around
- Working inside a project
- Requesting access to a project
- Seeing who is around right now
Triage and records
- Sorting an unsorted request
- Changing status, priority and due date
- Keeping an item internal
- Edit history for titles and descriptions
Tasks and planning
- Creating a task on the Task Tracker
- Subtasks, assignees and task resources
- Keeping a private task list
- Seeing only your own work
- How maintenance hours get filled in
- Tracking time on a task, issue or feature
- Requesting leave and what it does to your streak
- Claiming back money you spent for the company
- Running the weekly project sync from the Projects board
- Your own sheets on the Projects page
- Keeping track of secrets and when they expire
- The calendar, and starting or scheduling a meeting
- Joining and running a video meeting
Chat, agents and settings
Next
Walk it with someone who built it
Thirty minutes on a call, these screens on your own workflow, and a straight answer about whether it fits.
partnerships@dhcertainty.com