Mission Control user guide

Ostera Mission Control is a single workspace for running a team. It brings together the tools most teams juggle across separate apps: goals and milestones, projects with Kanban boards and sprints, personal and work task lists, notes and forms, chat, voice calls and video meetings, email, attendance, analytics, finance, and an AI assistant called ELSA.

This guide documents every page of the web app - what each one is for, who can use it, every action available on it, and the rules and edge cases that apply. Use the sidebar (or the Jump to menu on mobile) to move between topics, or search the docs.

What each person can see is decided by two kinds of role: a workspace role (Superadmin, User, or Personal Account) and a project role (Admin, Member, or Viewer) held separately in each project. A user who is an Admin of at least one project is called a project admin. See Roles & permissions for the full breakdown.

The sidebar

The left sidebar only shows the pages you have access to:

• Search… - Opens the command palette (⌘ + K on Mac, Ctrl + K on Windows/Linux).
• Home, Goals, Teams, Finance - Top-level pages, shown according to your role.
• My Tasks - Your assigned work and personal to-dos. The badge shows how many open work items are assigned to you.
• Notes - Your notes, folders and forms.
• Mails - Your own email accounts, inside Mission Control. The badge shows unread messages in your inboxes.
• Blockages - Superadmins only. The red badge counts blocked or overdue work across the organization.
• Projects - A project switcher grouped into Active, On Hold and Inactive (see the coloured status dot), plus Create project for Superadmins. Under the selected project you see Board; project admins also see Backlog, History (non-sprint projects) or Sprint history (sprint projects), and Project Settings. The last project you opened is remembered.
• Alarms - A compact panel above your profile that lists your active alarms.
• Profile menu - Your name, email, role badge and live status, plus links to your profile, My Attendance, Org settings (Superadmins), Help & Feedback, Appearance, and Sign out.

Collapse the sidebar to icons with the double-chevron button at the top; hover the logo to expand it again. Personal Accounts see a lighter sidebar without Home, Teams or Projects.

Chat and assistant

The round button in the bottom-right corner of every page opens the floating chat panel, which also holds your meetings and the ELSA assistant thread.

On phones and small screens

The sidebar becomes a slide-out drawer opened from the menu icon in the top bar. The top bar also has a search button (since ⌘Kisn't available on touch keyboards), a refresh button, and your profile menu. Chat opens full screen.

Keeping data fresh

Mission Control refreshes page data automatically in the background (about every 90 seconds, and when you return to the tab). It skips a refresh while you are typing or dragging so your work is never interrupted. Badge counts, notifications and chat update live.

There are three ways to get into Mission Control:

• Create an organization - The first person signs up with Create Org and becomes its Superadmin.
• Join an organization - Teammates sign up with Join Org and the Organization ID, then wait for a Superadmin to approve them - or a Superadmin or project admin adds them directly from the Teams page, which skips approval.
• Personal account - Individuals sign up with Join as Personal to get a private workspace of their own.

You can also start from the pricing page: buying a plan at checkout creates the organization and its Superadmin account in one flow (see Billing, plans & limits).

1. 1
   Open the sign-up page and choose the Create Org tab.
2. 2
   Fill in:

   • Organization Name - Your company or team name, e.g. "Acme Corp".
   • Full Name - Your name.
   • Work Email - The email you will sign in with.
   • Password - At least 8 characters.
3. 3
   Click Continue. A 6-digit verification code is emailed to you. If it doesn't arrive within a minute, check your spam folder or click Resend code (available again after 60 seconds). Use ← Change email to fix a typo.
4. 4
   Enter the code and click Verify email.
5. 5
   You will see Organization created! with your Organization ID. Copy it - teammates need it to join.

   Organization ID

   a1b2c3d4-5e6f-4a7b-8c9d-0e1f2a3b4c5d

   Copy
6. 6
   Click Go to Dashboard. You are now the organization's Superadmin.

1. 1
   Ask your Superadmin for the Organization ID.
2. 2
   Open the sign-up page and choose the Join Org tab.
3. 3
   Paste the Organization ID and enter your full name, work email and a password (8+ characters).
4. 4
   Click Continue, then enter the 6-digit code emailed to you and click Verify email.
5. 5
   You will see Request sent! Your account is now pending approval by a Superadmin.
6. 6
   If you sign in before you are approved, you land on an Awaiting Approval page. Once approved, sign in normally.

Share this message with new teammates: "Go to mission.ostera.ai/sign-up, select Join Org, paste this Organization ID, and fill in your details. I'll approve your request."

Choose Join as Personalon the sign-up page to create a private workspace that isn't part of any team. After verifying your email you see Welcome! Your personal workspace is ready and can click Go to my workspace.

A Personal Account includes:

• My Tasks - Your landing page, opened with the Personal filter selected.
• Goals - Individual goals that only you can see and manage.
• Finance - Track your own accounts, income and expenses (no payroll).
• Notes, chat and ELSA - The same notes, forms and assistant as team accounts.

Personal Accounts don't have projects, boards, the Home dashboard, Teams or attendance tracking, and they never see a presence status.

1. 1
   Open the sign-in page, enter your work email and password, and click Sign in.
2. 2
   If two-step verification is on for your account and you are on a new device, you are asked for a second step. Depending on what you have set up, this is:

   • Email code - A 6-digit code sent to your email. Use Send a new code if it expired.
   • Authenticator app - The current 6-digit code from Google Authenticator, 1Password, Authy or similar.
   • Approve on Mobile App - A request appears in the Mission Control app on your phone; check the phone shows the same details and approve it.
   • Backup code - If you lost your device, choose Try another way and enter one of your backup codes. Each code works once.
3. 3
   Tick Trust this deviceto skip the second step on this browser for 30 days. Your password is still required. Don't tick it on a shared or public computer.

Set up or change two-step verification from Your profile → Security.

Forgot your password

1. 1
   On the sign-in page click Forgot password? and enter your work email.
2. 2
   If the email is registered you receive a reset link. It expires after 1 hour.
3. 3
   Open the link, enter and confirm a new password (8+ characters). You see Password updated and are redirected to sign in.

Signed-in users can change their password from Your profile → Security. A Superadmin can also set a new password for anyone from the Teams page.

Deleting your account

1. 1
   Go to mission.ostera.ai/delete-account to open the Delete your account page.
2. 2
   Enter your work email and password.
3. 3
   Enter the 6-digit code emailed to you to confirm. You see Account deleted.

Access in Mission Control is built from two layers: one workspace role per person, and a project role per project they belong to.

Workspace roles

Project roles

A person can hold different roles in different projects - for example Admin in Marketing and Viewer in Engineering. Projects they are not a member of don't appear for them at all (Superadmins see every project).

What project admins get

Being Admin of at least one project unlocks these organization pages, scoped to the projects they run:

If someone opens a page they can't access, Mission Control redirects them - to their default page, or to the project's board when the page belongs to a project. A full side-by-side table is in Permissions at a glance.

The Teams & members page is where you add colleagues, change roles and manage project access. At the top are three counts: Total members, Projects, and Unassigned (people in no project). Superadmins also see Activity and Attendance shortcuts; project admins see Attendance.

The Workspace directory lists everyone alphabetically in three groups: Superadmin, Project admins and Members. Users without Teams access see a Teams & people notice with a Go to your board button instead.

Adding a member directly

1. 1
   Click Add member (top right).
2. 2
   In Add team member, fill in:

   • Email - Their work email.
   • Full name - Optional but recommended.
   • Initial password / Confirm password - At least 8 characters. Use the copy button to grab it.
   • Workspace role - Superadmins only: User or Superadmin.
   • Project - Required when the organization has projects.
   • Project role - Admin, Member or Viewer. Project admins can only assign Member or Viewer.
3. 3
   Click Add member. Mission Control sends a welcome email with their sign-in details and checks it was delivered (Sending invite and checking the email was delivered…). They can sign in immediately - no approval needed.

• Existing member - If the email already belongs to someone in your organization, they are simply added to the chosen project.
• Another organization - If the email is registered to a different organization you see Email already registered and must use another address.
• Undelivered email - If the welcome email bounces (Email undelivered) or sending is temporarily paused (Adding members paused), the error stays on screen so you can correct it.
• Seat limit - If your plan's seat limit is reached, a Plan limit reached dialog appears. See Billing, plans & limits.

Changing a workspace role

Superadmins see a role dropdown next to each person with two options: Superadmin and User.

• Promoting to or demoting from Superadmin - For security, a 6-digit code is emailed to you (the Superadmin making the change). Enter it in Confirm role change within 10 minutes and click Confirm.
• Last Superadmin - You can't demote the last Superadmin - promote someone else first.
• Other changes - Apply immediately with a Role updated confirmation.

Managing project access

Under each person, the collapsible Project access block shows how many projects they belong to. Expand it to see one card per project with their role.

• Add to a project - Use Add to project… (or + project). They join as Member.
• Change project role - Click a project card and pick Admin (Superadmins only), Member or Viewer.
• Remove from project - Click a project card → Remove from project. This doesn't remove them from the organization.

Project admins can only manage Member and Viewer memberships in projects they administer. They can't change other admins or Superadmins, and can't remove themselves.

Member actions menu (⋯)

• Profile - Opens the member's profile. You can edit it only if you rank above them (Superadmin › project admin › everyone else); otherwise it is view-only.
• Password - Superadmins only. Opens Set password to choose a new password (8+ characters, with a copy button); they can sign in with it immediately and no verification email is sent.
• Remove - Superadmins only. Click Remove, then Confirm remove to remove the person from the whole organization.

From a member's profile, Superadmins also see Workspace access to change their Global role and set their Account status to Active or Inactive. Inactive people can no longer sign in.

People who sign up with Join Org wait for approval. Pending requests appear in two places:

• Teams page - A banner at the top: "N pending approvals - these users are waiting to join your organization".
• Organization Settings - A Pending Approvals (N) card, or No pending join requests.

Click Approve to let the person sign in, or Reject to deny the request. Approved members can then be added to projects from the Teams page.

• Organization - Your organization name and creation date.
• Organization ID - The ID teammates paste when joining, with a copy button.
• Billing & Payment History - Opens the billing page.
• Pending Approvals - Approve or reject join requests.

Most configuration lives per project in each project's Settings page, so each team can work its own way. Finance currency and access live in Finance Settings.

Plans

Mission Control offers Free, Standard and Premium plans, plus Enterprise through sales (see the public Pricing page). The current plan name appears as a badge on the Superadmin's Home page.

Plan limits

Plans limit the number of team members (seats) and projects. When adding a member or creating a project would go over the limit, a Plan limit reached dialog explains why. Superadmins get a View plansbutton; everyone else is asked to contact their organization's Superadmin.

Billing and Payment History

Open it from Org settings. It shows:

• Current plan - Plan name, price per month or year, and either Renews on … or Access until … (auto-renew off).
• Cancel subscription - Turns off auto-renew after a confirmation. You keep access until the end of the billing period and won't be charged again.
• Failed payment - If a renewal fails, a banner explains that access continues until the period ends, with a Re-subscribe link.
• Price change - If the plan's price changed since you subscribed, use Renew at new price to keep auto-renewing.
• Change plan / Upgrade your plan - Opens checkout. Higher-priced plans are listed with their monthly price.
• Payment & plan history - Every payment (amount, date, New subscription / Renewal / Plan change, status Paid / Failed / Pending) with an Invoice PDF download, plus redeemed coupons ("N months free", code, active-until date).

Checkout

1. 1
   Choose a plan, the billing cycle (monthly or yearly) and the number of seats. Prices are shown excluding GST, with the total payable now.
2. 2
   Enter customer details: organization or company name, billing address and phone. New customers also create their account here (name and work email, verified with a 6-digit code).
3. 3
   Pay securely through Cashfree. A confirmation page appears when the payment is verified.

Have a coupon? Choose Have a coupon?and enter the code - eligible coupons need no payment. Only the organization's Superadmin can change plans; if you are already on the highest plan you'll see You're on our best plan.

Home (the Ostera logo or Home in the sidebar) greets you by name and shows a different dashboard depending on your role. Every version has a notifications bell in the header; Superadmins also get an Analytics button.

Superadmin view

• Plan badge - Your organization's current plan.
• Stat cards - Total Projects, Team Members, Active Projects, On hold, Inactive Projects. Hover a card to see the list of projects or people behind the number.
• Projects - Every project with its status dot, member count and last update. Click one to open its board.
• Filter - The Active, On hold and Inactive pills filter the list by status; click a pill again (or Show all projects) to clear it.
• Sort - A–Z, or Custom - drag cards by the grip handle into your preferred order. Your sort choice and custom order are saved to your account. Dragging works only when no status filter is applied.
• New project - Opens the project creation dialog.
• Quick tips - The ? next to the Projects title.

Project status dots mean:

Project admin view

• Project chips - If you run more than one project, switch between them with the chips at the top.
• Shortcuts - Open board, Goals.
• Today - Your own attendance panel (see below).
• Cards - Work completed (% and done/total work items), Members (with in-progress and open counts), Active sprint (% of sprint issues done), and Goals (average milestone progress with objective and key result counts).
• Quick links - Sprint history, Manage team, and the active sprint's goal with the number of completed sprints.

If you aren't Admin of any project yet you see "You are not an admin of any project yet."

Member view

• Today - Your attendance panel.
• Your projects - One card per project you belong to; click to open its board. If you have none: "You are not in any projects yet. Ask an admin to add you."
• Recent attendance - Your logged days (up to 180 days back) with a Calendar button that opens My Attendance.

Attendance in Mission Control follows your real activity in the app. You start your first session of the day yourself; after that, your status and last-seen time update automatically as you work, and forgotten sessions close themselves. All times use the timezone set on your profile.

The four statuses

Your current status appears as a coloured dot on your avatar and in the profile menu. Teammates see it on the Attendance page.

Starting a session

1. 1
   On Home or My Attendance, the Today panel shows No session yet. Click Start session.
2. 2
   Or simply start working: the first time you click something on a project page (board, backlog, Teams, Goals and so on) without a session, Mission Control asks Start session before continuing. Choose Start session - your original click then goes through - or Don't start sessionto carry on without tracking (you won't be asked again in that browser tab session).

Personal pages never prompt: Notes, My Tasks, notifications, Help, chat, meetings, search, settings and your profile. Navigating with links is never blocked either - only actions on project pages trigger the prompt.

The Today panel

• Status badge - No session yet / In session / Session ended, plus On break and Marked by … when a Superadmin entered the day manually.
• Times - First clock-in, Last seen, Last clock-out (or "In session"), and Total hours today (break time excluded).
• Sessions today - Each session's start → end (or "ongoing"), net hours, break time, and whether it ended automatically or was marked by an admin.
• Your status - Your live status indicator.
• Buttons - Start break / End break, End session (disabled while on a break), and Start session or Start another session.

Breaks

Click Start break when you step away on purpose. The working clock stops until you click End break, and break time is always taken out of your total hours. While on a break you are never marked Away. End your break before ending the session.

"Are you still there?"

An hour after your last activity, a card appears in the bottom-right corner: Are you still there? Click Yes, I'm hereto stay Active. If you don't answer within 5 minutes you are marked Away from the moment you actually went quiet. Doing anything in Mission Control brings you straight back to Active - there is no need to clock in again.

Ending a session

• Manually - Click End session. The session ends at the real time you clicked. It stays ended until you click Start another session.
• Automatically - If you forget, the session closes 6 hours after you were last seen, and the clock-out is recorded at your last-seen time - not when the cleanup ran. A notice tells you "Session ended automatically". A forgotten break closes at the same moment.
• Coming back after an automatic end - Your next activity opens a new session automatically ("Attendance started"). The earlier session is never changed.

You can have several sessions in one day (for example 9:00–13:00 and 14:00–18:00). They stay separate and your daily total adds them up. A session that runs past midnight stays one session.

• Today - The same attendance panel as on Home.
• Recent attendance - Your logged days for the last 180 days with hours net of breaks. Empty state: "No attendance logged yet."
• Calendar - A month calendar of your own sessions. Click a day to see each session, its duration, breaks, away time and whether it ended automatically.

The attendance table

One row per member for the selected day, in each person's own timezone. Use the date picker to change the day and Search name or email to filter. The toolbar summarises how many people are In session, On break, Ended and have No attendance, plus the total hours.

• Member - Name and email.
• Status - Active, Recently active, Away or Inactive, with detail such as minutes ago or last seen.
• Day - No attendance, In session or Session ended, and "Marked by …" for manual entries.
• Sessions - The first two sessions (auto-ended ones marked "(auto)"); the rest collapse into "+N more" - hover to see all.
• Clock-in, Last seen, Clock-out, Break - Times for the day; a break in progress shows "now".
• Working hours (Superadmins) - Clock-in to clock-out with both break time and idle Away time removed.
• Total hours (project admins) - Clock-in to clock-out minus breaks only. Away time is never shown to project admins.

Results are paged (Previous / Next). Empty states: "No members match that search." or "No members to show."

Mark attendance (Superadmins)

1. 1
   In Mark attendance, pick the member and date, then enter Clock-in and Clock-out times (defaults 09:00–18:00) and an optional note.
2. 2
   Click Mark attendance. Times are read in that person's timezone and saved with your name and the moment you marked it, labelled "Marked by activity".
3. 3
   If the day already has attendance, a warning shows Currently and Will be replaced with. Click Overwrite attendance to replace it, or Cancel.

Download attendance (Superadmins)

Choose a From and To date and click Excel or CSV. The file is day-wise and user-wise, in each person's timezone, includes total working hours, and keeps every session of a day together in a Multiple Sessions column. It matches the table exactly.

Calendar view (Superadmins)

Calendar viewopens a month calendar of everyone's sessions. Filter by members and by status (All statuses, Completed, In progress), or use Clear filters. Click a day to open Attendance detailwith each member's sessions ("Session 2 of 3"), durations, breaks and away time.

The Goals page holds your objectives. Each goal has a start and end date and one or more milestones (key results) - measurable outcomes that together define success. Milestones are drawn on a timeline so you can see what is due when.

Reading a goal card

• Title and description - What the goal is and why it matters.
• Badges - Level, status (on track, at risk, off track, achieved; or Early / On time / Delayed once every milestone is complete), the date range, and a countdown such as "Starts in 5d", "12d left", "Ends today" or "Ended 3d ago".
• Owner line - The project name (or "Company-wide") and the goal's owner.
• Timeline - Milestones on a vertical timeline by month, with a Today marker. Long gaps with nothing due are collapsed. A star marks key milestones.
• Maximize - Opens the goal's timeline full screen (close with Close or Esc).

Searching and ordering

Use Search goals & milestones to filter by goal or milestone title. If nothing matches you see No matches with a Clear search button. Managers can drag goals by their grip handle to reorder them (only when the search box is empty).

Empty state: No objectives yet - "Define your first goal to align the team on what matters this quarter."

Create a goal

1. 1
   Click Create goal.
2. 2
   Fill in Create a goal:

   • Title - Required. An outcome, e.g. "Ship Mission Control v1".
   • Description - Optional context.
   • Level - Project or Company (Personal Accounts always create Individual goals, so this is hidden).
   • Project - Shown when Level is Project.
   • Start date / End date - The goal's time window.
   • Milestones (Key Results) - At least one. Use Add milestone for more and the ✕ to remove one.
3. 3
   Click Create. You see "Objective created".

Edit a goal

Click the pencil on a goal card to open Edit goal, make your changes and click Save changes. Besides the fields above, each milestone has:

• Due date - When the milestone is due. If empty it falls back to the goal's end date. It can't be before the goal's start date.
• Key milestone - Star toggle that highlights important milestones (and lets you filter to them on the Supertimeline).
• Completion - Click Mark as complete and choose the completion date, or set it back to Not complete. A badge shows "Completed (Early by 2 days)", "Completed (On time)" or "Completed (Delayed by 3 days)".

Delete a goal

Click the trash icon, type Delete Goal to confirm, then click Permanently delete. All its milestones are deleted and it disappears from the Supertimeline. This can't be undone.

Progress is driven by the board. Open any issue and set its Goal & milestonesfield to a milestone. From then on the milestone's progress is linked issues in a Done stage ÷ all linked issues.

• Status thresholds - 100% → achieved (the completion date is stamped automatically), 70%+ → on track, 40%+ → at risk, below 40% → off track.
• Manual completion - Milestones without linked issues are completed from Edit goal → Completion.
• Linked tasks - Click a milestone on the timeline to open its Linked tasks panel: every linked issue with its status and a done count. Click an issue to open it. Empty: "No tasks linked to this milestone yet."

Milestones on a timeline show one of these states:

Each project's backlog also has a Key Results tab listing the milestones its issues are linked to. A project can require every issue to be linked to a milestone (see Required fields).

The Supertimeline combines every visible goal's milestones into one timeline, colour-coded by goal. It is read-only - to change a milestone, edit its goal.

• Goal chips - Each goal with its colour. Click one to jump back to that goal on the Goals page (it is scrolled to and highlighted).
• Stats - Milestones done out of total, how many are overdue, and the next due date.
• Search milestones… - Filter by milestone title.
• Key only - Show only key milestones.
• Timeline / List - Switch between the visual timeline and a list with Milestone, Progress and Date columns.
• Close - Returns to Goals.

Filters are kept in the page URL, so a filtered view can be bookmarked. Empty state: "Nothing to show yet - No goals with dated key results are visible yet."

A project is a dedicated workspace for one team - its own board, backlog, members and settings. Open the creation dialog from the + next to Projects in the sidebar, Create project in the project switcher, New project on Home, or Create new project in the command palette.

1. 1
   Fill in Spin up a new project:

   • Project name - Required. The URL slug (e.g. /d/engineering) is generated live as you type.
   • Accent - The colour used for the project's icon and highlights.
   • Project logo - Optional square image - JPEG, PNG or WebP, up to 2 MB.
   • Description - What the project covers.
   • Template - Pre-configures workflow stages, labels and example issues, and sets the accent colour.
   • Enable sprints - Whether the project plans in sprints. On by default only for Technology.
2. 2
   Click Create project. You see "Created …" and land on the new project's board.

Every template starts with the stages Backlog, To Do, In Progress, Blocked, In Review and Done, which you can rename, reorder or extend later.

Only project members can see a project, be assigned its issues, or appear in its Assignee list. Superadmins see every project without being members.

• Add member - Creates a brand-new account and adds it to the project (same dialog as on Teams).
• Add existing workspace member - Pick someone already in the organization; they join as Member.
• Change role - Use the role dropdown: Admin (Superadmins only), Member or Viewer.
• Remove - Removes them from this project after a confirmation. It doesn't remove them from the organization.

Projects created from a template may also include read-only knowledge (wiki) pages, which project admins can open at /d/<project>/wiki. They aren't linked from the sidebar; use Notes for documentation your team edits.

Members and Viewers only reach the board and issue pages of a project. Opening the backlog, history or settings URL redirects them to the board.

Project name & logo

Rename the project (2–60 characters). The preview shows the new URL; if the slug changes, the page moves to the new address and old links stop working. Upload, crop or remove the project logo (square, JPEG, PNG, WebP or SVG, up to 2 MB). The logo replaces the default icon everywhere.

Identity

Read-only details: name, slug, template, accent colour and status.

Members

Manage who has access - see Project members & access above.

Board Access Restriction

Turn on Enable access restriction to limit which issues each member can see on the board. Project admins and Superadmins always see everything.

For custom sets: click Add Set, drag members from the list (use Search members…) into a set's drop zone, then choose which sets it Can see tasks of. Remove a user from a set or delete a set with the icons on it.

Sprint Automation (sprint projects)

With Auto Mode on, a sprint closes automatically at its scheduled end time and the next planned sprint starts immediately. Choose where open issues go when a sprint auto-closes: Next sprint (recommended) or Backlog. Sprints need an end date for this to trigger; the system checks every 2 minutes. A warning appears if the automatic check hasn't run recently or failed.

Required fields

Turn on Enforce required fieldsand choose which fields every issue must have: Assignee, Priority, Story points, Start date, Due date, and Goal & milestones. You can also set the Story points limit (the maximum per issue), which applies whether or not story points are required. See Required fields for how this behaves on issues.

Scoring & Leaderboard

On for new projects. Members earn points for completing their assigned tasks on time, and a live score appears on the board. See Scoring & task stopwatch.

Task stopwatch

On for new projects. Mission Control times how long each issue spends in progress and shows timers on the board, the issue page and My Tasks.

Danger zone (Superadmins)

Delete project permanently deletes the project with its board, issues, members and wiki pages. Type the project name exactly to confirm, then click Permanently delete.

Every project has a Kanban board. Columns (stages) are the project's workflow - by default Backlog, To Do, In Progress, Blocked, In Review and Done. A thin bar under the header shows overall progress; hover it to see "done / total · %".

Sprint projects

The board shows only the active sprint's issues, with the sprint name, goal and dates at the top (an Auto badge means Sprint Auto Mode is on). Project admins see Complete sprint here. If no sprint is running you see No active sprint: admins get a Go to backlog button to plan and start one; members are asked to contact a project admin.

Moving work

Drag a card to another column to change its status, or within a column to reorder it. Changes save automatically. Moving a card into a Done stage completes it (and updates linked goal milestones, scores and stopwatches).

Cards

Each card shows the issue key, type, title, story points, priority, the assignee and co-assignees, and a due countdown (time until it starts, time remaining, or how long it is overdue; hidden once done). If the stopwatch is enabled, a timer shows time in progress. Click the priority on a card to change it in place; click the card to open the issue.

Creating issues

Click +on a column to create an "Untitled" Task in that stage. The issue page opens so you can fill it in.

Filtering

• Search issues… - Free-text search on key and title.
• Assignee - All, Unassigned, or a person (matches assignee or co-assignee).
• Type - Story, Task or Bug.
• Priority - Lowest to Critical.
• Epic - All, No epic, or a specific epic.

The header shows "x of y issues" while filtered, with a Clearbutton. Filters are saved in the URL, so they survive opening an issue and coming back, and filtered views can be shared. If nothing matches: "No issues match your filters" with Clear filters.

Managing stages (project admins)

• Rename - Hover a column header → Rename stage.
• Reorder - Use Move left / Move right.
• Add - Click the + between two columns (Add stage here) and name it, e.g. "In QA".
• Delete - Click Delete stage and confirm. Its issues move to the next stage.

Stage names carry meaning: a column named like "To Do", "Blocked" or "Done" is treated as that kind of stage. Blocked stages feed the Blockages page; Done stages count as completed work.

If the board fails to load you see Oops. Please try again with a Retry button.

Stories, tasks and bugs can belong to one epic through their Epic field, which groups them in the backlog and lets you filter the board by epic.

Every issue gets a permanent key made of the project prefix and a number, e.g. TECH-142.

Create an issue with + on a board column, or from the backlog. Everything on the issue page saves as you go - there is no separate Save for the sidebar fields.

Main area

• Title - Up to 140 characters (a counter shows usage). Press Enter or click away to save; an empty title becomes "Untitled".
• Description - Click it (or Edit) to open the rich-text editor, then Save or Cancel. Supports headings, lists, links (Link URL), and Elsa Assist (Create contents from title, Rephrase current description, Clean up description). Links in a saved description open normally.
• Attachments - Drag files onto the drop zone, or click it and paste with Ctrl+V. Images, screenshots, PDFs, documents, video and audio are supported. Uploads show progress with retry/cancel; images and PDFs can be previewed, any file opened in a new tab or removed.

Details sidebar

• Status - The board stage.
• Time on task - The stopwatch (when enabled for the project).
• Assignee - The owner. Use Add co-assignee to share ownership; remove co-assignees with their ✕. Only project members are listed.
• Priority and Type - As described above.
• Epic - Attach to an epic (shown as "KEY - title") or No epic.
• Goal & milestones - Link the issue to a goal milestone so it counts towards that milestone's progress. If none exist: "No goals available for this project yet."
• Story points - A number up to the project's limit (default 10). Press Enter to save.
• Start date and Due date - Date and time. These drive the card countdown, My Tasks, reminders and due-date notifications.
• Reminder - Set a personal reminder for this issue - see Reminders & alarms.

Activity and history

Below the details: the issue key, who created it and when, who last updated it and when, and an activity log of edits, stage moves and stopwatch starts and stops. A new issue shows "No activity recorded yet."

Sharing and deleting

• Share to chat - If you have a conversation open in the chat panel, a Share to … button posts the issue there as a card.
• Delete - Project admins and Superadmins: Delete → Confirm delete. This can't be undone.

Use the back arrow at the top left to return to wherever you came from (board, backlog, My Tasks…).

When a project enforces required fields (Project Settings → Required fields), required fields on the issue page are marked with an asterisk and highlighted in red while empty. A banner lists Required fields missing, or confirms All required fields complete.

1. 1
   Changes that would leave a required field empty are refused with a message such as "Assignee is required for this project".
2. 2
   For members, the issue page's back arrow is blocked while required fields are missing: it shows Required fields missing("This issue can't be left until … is filled in") with a Fill required fields button. The dialog has no option to discard the issue - fill the fields in first.
3. 3
   Story points can never exceed the project's limit, required or not.

Scoring

Completing an assigned issue earns its story points, reduced the later it is finished against its due date. Unestimated issues count as 1 point and co-assignees earn 50%.

Your score badge sits in the board header; open it for How scoring works and lists of your issues Due within 24h and Past deadline. Finishing an issue shows a celebration and a message like "+3 · TECH-12 done"; when one of your issues slips past its deadline you get a warning to complete it soon.

Task stopwatch

The clock starts when an issue moves into an In Progress stage and stops when it moves to In Review, Done, or back out of progress. Every start and stop is recorded in the issue's activity log. Timers appear on board cards, on the issue page (Time on task) and in My Tasks; issues that haven't started show "Not started".

The backlog is where work is drafted and organised before it reaches the board. It is titled Backlog & Sprints in sprint projects and Backlog in non-sprint projects.

Toolbar

• Priority filter - All priorities, or one level.
• Epic filter - All epics, No epic, or a specific epic (shown once epics exist).
• New epic - Create an epic with a title and description.
• + (create) - Click to create a Task, or hover for New epic, Story, Task or Bug. The new "Untitled" issue opens so you can fill it in.

Epics column

• Search backlog… - Filter epics and issues by text.
• Epic cards - Each epic with its issues. Drag epics to reorder them; drop issues onto an epic to assign them. The ⋯ menu has Edit and Delete.
• Issues without an epic - Listed below the epics. Empty states: "Create epics to group stories, tasks, and bugs." or "No issues without an epic."

Each issue row has a checkbox, priority flag, type, key and title, plus an epic picker. Its ⋯ menu offers Edit (title, description, type, story points), Priority, and Delete. Click the title to open the full issue page.

Selecting several issues

Tick issues to reveal the bulk action bar at the bottom of the screen:

• Move to sprint - Choose a sprint from Select sprint… and click Move to sprint.
• Delete - Asks "Delete N issues? This cannot be undone." - click Confirm delete or Cancel.
• Clear selection - Deselect everything.

You can also click + N selected on any sprint to add the ticked issues to it, or drag issues straight onto a sprint.

Non-sprint projects: Board Planning

The right-hand column shows the board's To Do stage. Drag backlog items into it (Drop to board) or tick them and click Move N to To Do → to put them on the board. Drag an item back, or use Return to backlog, to take it off the board again.

Key Results tab

Lists every goal milestone that this project's issues are linked to, with its progress. Empty: "No linked key results - Link issues to key results from the issue detail view."

Create a sprint

In the backlog's Sprint tab click New sprint. Enter a Name, Start date and End date (all required) and an optional Sprint goal. It is created as Planned. Use Search sprints or issues to find a sprint quickly.

Start a sprint

1. 1
   Add issues to a planned sprint (tick + + N, or drag).
2. 2
   Click Start on the sprint (only possible when no other sprint is active).
3. 3
   In Start …, review the planned issues and confirm the Start date & time and End date & time. If issues were carried over from a previous sprint, choose Include in this sprint or Leave in backlog.
4. 4
   Click Start sprint. Issues move to To Do on the board: "Sprint started - open the board to work".

During a sprint

The active sprint card shows its dates, done / total, goal and progress. Use Edit sprint to change the name, goal or dates, Open board to go to the board, and expand the card to see or remove its issues.

Complete a sprint

1. 1
   Click Complete sprint (on the backlog or the board). With Auto Mode on the button reads Complete Early.
2. 2
   If every issue is done, just confirm with Complete Sprint. Otherwise the dialog lists the issues not in Done and asks what to do with them: Move to backlog, or Move to another sprint and pick the Target sprint (you need a planned sprint for this option).
3. 3
   Confirm. A Sprint completed notice shows how many issues moved. If there is a next planned sprint, it starts straight away.

Sprint Auto Mode

Turned on in Project Settings → Sprint Automation. Sprints then close at their end time and the next planned sprint starts automatically; planned sprints show "auto-starts" and the active one "auto-closes". If Auto Mode is on but no planned sprint exists, the backlog warns you to create one.

Delete a sprint

Click Delete on a sprint and confirm with Delete sprint. Its issues move back to the backlog.

A record of every completed sprint. The active sprint is summarised at the top with an Open board link. Each completed sprint shows its goal, dates, completion date, and three metrics: Issues (done / total), Story points (done / total) and Delivery (%). Expand a sprint to see its issues; they open read-only.

Search sprints and filter by assignee, type and priority - matching sprints expand automatically. Empty state: "No completed sprints yet" with Go to backlog.

A searchable log of every issue that reached a Done stage - useful for checking exactly what shipped and when.

• Search & filters - Free text, type, priority, assignee, status, epic (or No epic), and a completed-date range (From / To). Clear filters resets them.
• Columns - Issue key and title, assignee, story points, completion date and parent epic.
• Paging - Choose rows per page and move between pages.

Empty state: "Issues moved to a Done column on the board will appear here."

My Tasks brings together Work Tasks (issues assigned to you across all your projects) and your private Personal Tasks.

• All / Work / Personal - Choose which list to show, or both side by side.
• Tabs - All Active, Today and Next 7 Days, each with a count. The Today count includes overdue items.

Work Tasks

• Today - Two collapsible groups: Overdue and Today.
• Next 7 Days - One group per upcoming day.
• All Active - Every open assigned issue, 25 per page ("Showing 1-25 of N", Prev / Next), plus a collapsible Completed group.

Each row shows the type, key, project and title, the due date (red when overdue), the due countdown and - if the project uses it - the stopwatch. Click a row to open the issue. Empty states include "No overdue work.", "Nothing due today." and "No completed work tasks."

The old Personal Inbox link now opens My Tasks with the Personal filter selected.

Personal tasks are a private to-do list - only you can see them, and they aren't tied to any project.

Adding a task

1. 1
   Type into Add a personal task…. Mission Control reads dates, times, repeats and reminders from plain language and shows what it detected as chips you can apply or dismiss:

   You type	Detected
   Call Sarah today at 5pm	Date and time: Today, 5:00 PM
   Team sync every week remind me 30 min before	Repeats every week, with a reminder 30 minutes before
   Submit report by Friday remind me 1 day before	Due this Friday, with a reminder 1 day before
   Review notes in 2 hours	Relative time: in 2 hours

   Click the ? icon for the smart-input guide and a short demo (the demo task deletes itself after 10 seconds).
2. 2
   Or click the date button (No date & time) to open the scheduler:

   • Quick picks - Today, Tomorrow, Next wk, Evening.
   • Date & time - A calendar plus hour, minute and AM/PM.
   • Reminder - None, On time, 5 / 10 / 30 minutes early, 1 hour early, 1 day early, or Custom….
   • Repeat - Off, Every 30 min, Hourly, Daily, Weekly, Monthly, Yearly, or Custom… (Custom Repeat: every N days, weeks, months or years), with End Repeat set to Endlessly, Till a certain date, or after a set number of times. Repeating tasks keep going until you mark them done.
   • Alarm - Turn on a full-screen alarm for the reminder.
3. 3
   Click the paperclip to attach files (they upload once the task is created).
4. 4
   Press Enter to create the task.

Managing tasks

Tasks are grouped by the selected tab - Overdue, Today, upcoming days, and Completed.

• Complete - Tick the checkbox (untick to reopen).
• Attachments - The paperclip badge shows the count; click it to open, add or remove files.
• Postpone - For overdue tasks: Move to Today, Move to Tomorrow or Pick a date…. Postpone all overdue moves every overdue task at once.
• Edit - The pencil opens Edit task for the title and Date, reminder & repeat.
• Delete - The trash icon removes the task immediately.

Empty states: "No personal tasks for this period.", "Nothing due today." and "No completed personal tasks."

Reminders

You can set a personal reminder on any work issue (the Reminder field on the issue page), on personal tasks, and on scheduled meetings. Reminders are private to you.

• Remind me - On time, 5 / 10 / 15 / 30 minutes before, 1 hour before or 1 day before the start date.
• Repeat - Every 30 min, Hourly, Daily or Weekly until the work is done.
• Alarm - A simple on/off toggle: when on, a full-screen alarm fires at the reminder time ("Alarm is triggered based on the start date of the task"). Turning the alarm on sets the reminder to On time if none was chosen.

When an alarm fires

A full-screen alarm appears with sound (if the browser blocks audio, tap Tap to enable alarm sound). Choose Stop (or press Esc) to dismiss it, or Snooze 10 min to be reminded again.

Alarms panel

The Alarms panel in the sidebar, above your profile, shows how many alarms are pending. Open it to see Active Alarmsgrouped as Personal, Work and Meeting, and remove any you no longer need. Empty: "No active alarms - Set an alarm on any task or meeting using the bell icon."

Tabs

• Notes - Your notes and folders. Pinned notes always float to the top.
• Shared - Notes and folders other people shared with you (marked View only if you can't edit).
• Archive - Notes you archived to declutter, without deleting them.
• Trash - Deleted notes. They are permanently removed after 30 days.

Creating and organising

• New note or form - The + button: Add note (a rich-text document) or Add form (collect responses).
• New folder - Folders can be nested. Rename or delete a folder from its menu.
• Move and reorder - Drag notes into folders ("drop notes here to file them") or drag to reorder.
• Sort and view - Last updated, A–Z or Custom order; grid or list view.
• Select notes - Select several notes to move them to Trash or delete them permanently in one go.
• Search all notes… - A dedicated search with recent notes and hover previews; press Enter to open.

Note actions

• Save - Notes auto-save as you type ("Saving…"); Save (⌘S) saves immediately.
• Pin / Unpin - Keep important notes at the top.
• Share - Open the sharing dialog (see Sharing notes & folders).
• Share to chat - Post the note into the conversation open in the chat panel.
• Import note - Drop or browse for a .txt, .md, .html or .docx file.
• Export - PDF (via print), .txt, .md or .docx (Word); or Print.
• Fullscreen - Distraction-free editing.
• Duplicate, Archive, Move to Trash - Moving to Trash asks for confirmation.
• Restore / Delete - From Archive or Trash. Empty Trash permanently deletes everything in Trash.

For notes shared with you, Remove from my view hides them from your list, and Request edit access asks the owner for edit rights (the owner can approve or deny it from the request card in chat).

Working offline

If your connection drops, a banner says "You're offline - changes are saved locally and will sync when you reconnect". When you are back online it shows "Syncing offline changes…".

The editor toolbar can be pinned, switched to a compact mode, or customised to show the tools you use most.

• Text - Normal text, Title, Subtitle and Headings 1–6; font family and size; bold, italic, underline, strikethrough, small caps, subscript and superscript; text colour and highlight; clear formatting; paste without formatting.
• Paragraphs - Alignment (left, centre, right, justify), indent and outdent, first-line and hanging indents, line spacing and space before/after paragraphs.
• Lists - Bullet lists (filled, hollow or square bullets), numbered lists (1,2,3 · A,B,C · a,b,c · i,ii,iii) and checklists with task progress.
• Insert - Links, links to a heading, named bookmarks, images, tables, horizontal rules, page breaks, Mermaid diagrams, and video or audio by URL.
• Images - Drag, paste or upload. Resize, rotate, add a caption or alt text, align, wrap text, or go full width.
• Tables - Pick a size from the grid or enter a custom size. Insert or delete rows and columns, merge or split cells, toggle header rows/columns and borders, set cell alignment and background colour.
• Navigation - Document outline panel (search headings), Find & replace, zoom (fit width / fit page), a status bar, and a keyboard shortcuts list.
• Command palette - Search editor commands by name ("Search commands…").
• Right-click menu - Copy, cut, add link, search the selected text, change heading level, add a bookmark, copy a link to a heading, plus image and table actions.
• Elsa Assist - Open ELSA, create contents from the note title, rephrase the current note, or clean it up. Review the preview before applying it.

1. 1
   Open a note (or a folder's menu) and click Share.
2. 2
   Under Add people, search for a teammate and give them view or edit access. They are notified and the item appears in their Shared tab.
3. 3
   Under People with access, switch anyone between Viewer and Editor, or remove their access.
4. 4
   Under General access, choose who the link works for, and whether link visitors can view or edit. Click Copy link.

Sharing a folder gives access to every subfolder and note inside it - including ones added later. Shared links open on a clean page branded "Ostera Mission Control"; if a link is revoked or the item is deleted, visitors see "This link is invalid or has been revoked." or that it no longer exists.

Forms live alongside notes and are created with + → Add form. Each form has three tabs: Build, Preview and Responses.

Build

• Title and description - "What is this form for?"
• Start page message - Shown above the questions (optional).
• Confirmation message - Shown after someone submits.
• Accepting responses - Turn off to close the form without unsharing it.
• One response per person - Applies to signed-in people; public links stay anonymous.
• Questions - Up to 100. Each has a title, optional help text, a required toggle and (for choice types) options. Move questions up or down, duplicate or delete them.

Sharing and collecting responses

Share a form exactly like a note. Respondents see the start message, answer the questions and see "Response recorded". If the form is closed they see "This form is not accepting responses right now." Preview lets you try the form without recording a response.

The Responsestab lists every submission; delete individual responses as needed. Empty: "No responses yet - Share this form from the Share menu."

Create board tasks from a note

1. 1
   Select one or more bullet, numbered or checklist lines in a note.
2. 2
   Click Create N tasks in the toolbar that appears.
3. 3
   Choose the project, then set each task's type (Story, Task, Bug), priority and assignee - or use Assign all to, Set all priority and Set all type.
4. 4
   Click Create N tasks. Each line becomes an issue on that project's board.

Meeting transcripts

When a meeting is transcribed, the transcript is saved automatically to a Meeting Transcriptsfolder in each participant's Notes, titled with the date and meeting name. Transcript notes show a banner offering Convert with ELSA, which turns the transcript into minutes of meeting.

Click the round button in the bottom-right corner of any page to open the chat panel. Hovering it reveals ELSA's face - click then to jump straight to the ELSA assistant. On phones the panel opens full screen. Use Open full view to expand it into a large window, and Esc or ✕ to close it.

The panel has two tabs, each with an unread / attention count:

• Chats - All your conversations.
• Meetings - Start, schedule and join meetings, and browse past ones (see Meetings).

The conversation list

• Search people, groups, channels… - Find a conversation or a person.
• ELSA - Always at the top.
• Pinned - Conversations you pinned (hover a row → ⋯ → Pin / Unpin).
• Conversations - Groups, channels and direct messages, newest activity first, with unread counts and live presence dots.
• People in your organization - Start a direct message with anyone by clicking their name.
• Archived - Conversations you archived (⋯ → Archive). Unarchive them from the same menu.

Empty state: "No active conversations - Start a direct message with a teammate below". Conversations with people who have left the organization are marked as deleted users.

Direct messages

Click a person under People in your organization (or search for them) to open a 1:1 conversation. Click their name in the header to see details, start a voice or video call, browse Media, links and docs and Starred messages, and manage the chat.

Groups

1. 1
   Click New group (the + next to the search box).
2. 2
   In Create a group, enter a Group name(e.g. "Design Team"), an optional description and icon (up to 2 MB), optionally Attach projects (this scopes # issue search to those projects), and Add members.
3. 3
   Create the group. You are its owner.

Open Group settings (gear icon in the header) to:

• Group details - Edit the name, description and icon, or remove the photo.
• Attached projects - Attach or detach projects. With none attached, # searches all your projects.
• Members - Add a member, remove someone from the group, or make someone a co-owner (owners and co-owners can moderate).
• Leave group - Leave after confirming.
• Danger zone - The owner can Delete group & all messages.

Options for any conversation

• Mute notifications - For 8 hours, 1 week or indefinitely; unmute any time.
• Clear chat - Removes all messages from your view after confirmation.
• Archive chat - Moves it to the Archived section.
• Delete chat - Removes it from your list. It reappears if a new message arrives or you start the conversation again.

Organization channel

Every organization has an Ostera AI channel for company-wide updates. Everyone is added automatically and it is read-only in the app. Older announcement channels, where they exist, also accept posts from Superadmins only.

Writing

• Send - Press Enter (or the send button). Shift + Enter adds a new line. Unsent drafts are kept per conversation.
• Attachments - Paperclip → Upload Photos & Files or Paste from Clipboard, or drag files onto the chat ("Drop files or images here"). Up to 10 files at a time, 25 MB each. Crop images and add a caption (with @mentions) before sending.
• Voice notes - The mic records a voice note; stop, discard or send it.
• Dictation - Speak to type, where the browser supports it (Chrome and Edge recommended).
• Emoji - The emoji picker in the composer.

Shortcuts in the message box

Use ↑ ↓ to move through suggestions, Enter to pick, Esc to close. Attached issues, projects and notes appear as rich cards. @everyone is limited to channel owners and asks you to confirm how many people will be notified.

Message actions

Hover a message (long-press on touch) to:

• React - Pick a quick emoji or More emojis. Click a reaction to see who reacted, or to remove your own.
• Reply - Quote the message in your reply.
• Forward - Send it to another conversation (Forward to…).
• Copy - Copy the text.
• Star - Save it privately; find it later under Starred messages.
• Pin - Group owners and co-owners, and both people in a DM, can pin messages to a banner at the top (step through several with the arrows).
• Edit - Your own messages; edited messages show "(edited)".
• Message Info - For your messages: who it was Read by and Delivered to.
• Delete - See below.

Deleting messages

• Delete for Me - Always available - hides the message only for you.
• Delete for Everyone - Your own messages within 30 minutes of sending. Group owners and co-owners can also delete others' messages for everyone within that window. Deleted messages read "This message was deleted".

Cards you'll see in chat

• Meeting invites - Countdown, LIVE NOW, Join Now, and RSVP buttons: Attending, Maybe, Decline or Reschedule.
• Blockage alerts - Shared from the Blockages page, with View details and Open issue.
• Edit-access requests - For shared notes - the owner can approve or deny.
• Media - Images and videos open in a viewer with zoom, download and forward.

An "Unread Messages" divider marks where you left off. Ticks under your messages show delivered and read status.

Start a voice or video call from a DM's details panel. In a group, the call option lets you Call Everyone (all members are notified) or Select Members.

• Calling - You see "Calling…", then "Connecting…". Allow microphone (and camera) access when the browser asks.
• Incoming call - A full-screen prompt to Accept or Decline.
• During a call - Mute, camera, and Minimize - a banner then lets you Return to call or End call while you keep working.
• Ended calls - You may see "Call declined", "Call cancelled" or "Call ended".

The Meetings tab

• Actions - Start Instant Meeting, Schedule Meeting, Join with Code.
• Upcoming & Live - Meetings happening now (Live Now) and coming up. Empty: "No upcoming or live meetings" with Start one now.
• Past - Search past meetings, open their transcript, and load more with See More.

Each meeting card shows its time, invitees and state. The host sees You are the host with Edit (opens Edit Meeting; Save Changes), Cancel meeting (invitees see it as cancelled) and, while live, End for all. Past meetings show when they started and ended, or "No one joined".

Instant meeting

Click Start Instant Meeting, give it a title (default "Instant Meeting"), optionally invite people, and start. You join immediately as host. From a conversation header, the video icon offers Instant or Scheduled meeting for that chat's members.

Scheduled meeting

1. 1
   Click Schedule Meeting.
2. 2
   Fill in:

   • Title - Required, e.g. "Q3 Planning Session".
   • Description - What the meeting is about.
   • Date & Time - Must be in the future. Or choose No fixed time: the link stays open, the meeting starts when you (the host) join, and it ends automatically 5 minutes after everyone leaves.
   • Duration - 30 minutes, 1, 1.5, 2 or 3 hours.
   • Require camera - All participants must have their camera on to join.
   • Waiting room - Admit participants one by one.
   • Invite People - Pick teammates, or type any email and press Enter to invite a guest from outside your organization. Guests get an email with the join link - no account needed.
   • Remind me + alarm - Get a notification (5, 10, 15 or 30 minutes before) and, with Enable alarm, a full-screen alarm.
3. 3
   Click Schedule Meeting (or Get Meeting Link for a no-fixed-time meeting). The confirmation screen (Meeting Scheduled / Meeting Link Ready) offers Copy Join Link, copying the full invite, and Add to Calendar (downloads a calendar file). Invitees receive an invite card in chat and a notification, and can RSVP.

Sharing and joining

• Share Meeting - Copy the Meeting Code, Join Link and Passcode.
• Join with Code - Enter the 9-character code (abc-def-ghi).
• Add people - Invite more teammates or guest emails to an existing meeting.

Before you join

The pre-join screen shows your camera preview and lets you pick microphone, speaker and camera, turn mic and camera on or off (remembered for next time), and blur or change your background.

Controls

• Mic and Camera - Toggle, or use the caret to switch devices. Speaker / headphones and join & leave chimes are in the device menu.
• Share screen - Present your screen. You see "You're presenting to everyone" and Stop presenting. Only one person can share at a time.
• React - Send a quick reaction or raise your hand (✋ Raised).
• Chat - Meeting Chat for everyone in the call.
• Captions - Live captions (CC) with a size menu: Default, Small, Medium, Large, Huge.
• Whiteboard - A shared whiteboard; Clear board clears it for everyone and Close board closes it.
• More - Record meeting, Transcribe meeting, Host controls, Adjust view, Backgrounds and effects, Report a problem.
• Participants - Everyone in the call, labelled Host, Co-host, External or Guest.
• Minimize - Shrinks the meeting to a floating picture-in-picture window while you use other apps; expand it again any time.
• Leave meeting / End for all - Leave yourself, or (host) end the meeting for everyone after confirming.

Recording

Record meetingrecords the screen and meeting audio in your browser and downloads the file to your computer when you stop or leave. Everyone sees "This meeting is being recorded". Only one person can record at a time, and the host decides whether participants may record. Choose "Entire screen" when prompted to keep recording while you switch windows.

Transcription

Transcribe meetingtranscribes each speaker from their microphone (wording may not be exact). Everyone sees "This meeting is being transcribed". The transcript is saved to each participant's Notes → Meeting Transcripts folder as a note named with the date and meeting title, and can be searched from the meeting card. ELSA can turn it into minutes.

Layout and appearance

• Adjust view - Auto (dynamic), Grid, Spotlight or Sidebar; tile size; hide tiles without video. Your choice is saved for future meetings (Reset to default layout undoes it).
• Backgrounds and effects - Blur (with adjustable strength) or a background image - including your own uploads (JPG, PNG or WebP up to 2 MB, kept for the browser session). Works best in Chrome or Edge on desktop.
• Report a problem - Report an issue or suggest an idea by category (audio, video, screen share, chat, captions, connection, layout and controls, something else). Technical details are attached automatically.

When meetings end automatically

• Empty room - Once everyone has left, the meeting ends after 5 minutes.
• Alone and inactive - If you are the only one there for 15 minutes, you see "You're the only one here. The meeting will auto-end due to inactivity." with a short countdown.
• Host leaves - Others see "The host has left the meeting."

You may also see "You were removed from the meeting", "You joined this meeting from another device or tab", or a reconnecting notice if your network drops. After leaving, Back to Mission Control returns you to the app.

Open More → Host controls. Changes take effect immediately for new joiners.

Managing participants

• Waiting room - Admit people one at a time ("No one waiting" when empty).
• Mute - Mute a participant.
• Make co-host / Remove co-host - Co-hosts can moderate. Guests can't be made co-host or host.
• Transfer host - The person gets full host controls immediately and you become a co-host.
• Rename - Change how someone appears in this meeting only - it doesn't change their account name.
• Remove from meeting - Removes the person from the call.

Ostera AI Connect (/connect) is a standalone meeting hub with the same three actions - Start Instant Meeting, Schedule Meeting and Join with Code. If you aren't signed in, it asks for your email and name and verifies you with a 6-digit code.

Anyone with a meeting link (/join/CODE) joins as one of:

Depending on the host's settings they may need the passcode or have to wait in the waiting room. If the code is wrong they see "Meeting not found".

Mails brings your own email into Mission Control. Connect one or more mailboxes - Gmail, Outlook, iCloud, Yahoo, Zoho, Titan or your company domain - and read, search, write and organise email without switching apps. Open it from Mails in the sidebar; the badge shows how many unread messages are in your inboxes.

When you open Mails the app sidebar collapses to icons to give your email more room. Click the double-chevron (or hover the logo) to bring it back. Leaving Mails restores the sidebar the way it was, unless you changed it yourself while in Mails.

The layout

• Folders (left) - Compose, the account switcher, All inboxes(every account's inbox together), and each account's folders - Inbox, Sent, Drafts, Archive, Spam, Trash and your own folders - with unread counts. The gear at the bottom opens Mail settings.
• Message list (middle) - Search, the All / Unread / Starred filter, and your messages, newest first. Unread messages are bold with a dot; stars and paperclips show starred messages and attachments.
• Reading pane (right) - The open message or conversation, with its actions.

On phones and narrow windows the three panes slide: tap a folder to see its messages, tap a message to read it, and use the back arrow to return.

Switching accounts

Click the account name at the top of the folder pane to choose All accounts or a single account. Choosing one account shows only its folders and makes it the sender for new messages. The same menu has Add account and Mail settings.

1. 1
   Click Add account (in the account switcher, or on the welcome screen).
2. 2
   In Add mail account, enter your Email address and Your name (shown to people you email), then click Continue. Mission Control recognises your provider and fills in its server settings.
3. 3
   Either click Sign in with Google / Sign in with Microsoft (where offered), or enter your Password or app password. A link next to your provider's name opens the page where you create an app password.
4. 4
   Click Connect. Mission Control signs in to both the incoming (IMAP) and outgoing (SMTP) servers before saving ("Checking IMAP & SMTP…"), so a wrong password or server is caught straight away. You see Mailbox connected and your folders start loading.

Provider notes

Advanced server settings

If your provider wasn't recognised ("Couldn't identify your provider") or uses custom servers, open Advanced and set the Incoming (IMAP) and Outgoing (SMTP) host, port and security (SSL/TLS or STARTTLS), and a Username if it differs from your email address. Typical ports are 993 (IMAP, SSL/TLS), 465 (SMTP, SSL/TLS) and 587 (SMTP, STARTTLS).

Several accounts

Add as many mailboxes as you like - each email address once. They all appear in the folder pane and in All inboxes, and you choose which one sends each message.

When an account needs attention

If your password changes or your provider revokes access, the account shows Sign-in needed with a Reconnect button. Click it, sign in again, and syncing resumes. Connection problems (server unreachable, a security handshake failure, a timeout) appear as a short explanation on the account.

Reading

Click a message to open it. You see the sender, recipients, date and body, plus its attachments. Messages open as read unless you turn off Mark as read when opened in settings.

• Remote images - Images loaded from the internet are hidden to protect your privacy (they can tell the sender you opened the message). Click Show images on the banner to load them for that message, or Always from this sender to trust that address.
• Safe display - Email is shown in a locked-down frame: scripts never run, and links open in a new tab.
• Attachments - Click an attachment to preview it - images and text files open in a preview, PDFs open in a new tab - or download it.
• Large messages - Very large emails show only their first part ("This message is very large; only the first part is shown.").

Conversation view

Turn on Conversation view (Mail settings → Display) to group replies with the message they answer. The list shows one row per conversation with a count, and the reading pane stacks every message in the thread - click an earlier message to expand it.

Message actions

From the toolbar above an open message:

• Reply / Reply all / Forward - Opens the composer with the original quoted. When forwarding, Include original attachments is ticked by default.
• Archive - Moves the message out of the inbox into the account's archive.
• Delete - Moves it to Trash. Deleting from Trash removes it permanently.
• Move to - Any folder in that account.
• More actions - Mark read or unread, star or unstar, and Report spam.

Every action is applied to your real mailbox, so it shows up in your provider's own apps too.

Working with several messages

Hover a row and tick the checkbox beside the avatar (on touch screens, long-press a row) to start selecting. Shift-click selects a range, and while selecting, clicking a row adds it. Then use the bar at the top: Mark read, Mark unread, Star, Archive, Report spam or Delete. Clear selection cancels.

Searching

Type in Search mail above the list (or press /) to search subjects, senders and message text across the current folder or account. Clear the box to go back to the folder.

Keyboard shortcuts

Shortcuts are ignored while you are typing or while a dialog is open.

Getting new mail

• Automatically - While Mails is open in a visible tab it checks for new mail on the schedule you pick (every minute by default).
• Check for new mail - The refresh button above the list checks right away.
• Pull to refresh - On touch screens, pull the message list down.
• Older messages - Scroll to the bottom of the list to load more.

If you go offline you see "You're offline. Showing mail saved on this device." Messages you already loaded stay readable, checking pauses, and Mails catches up as soon as you reconnect.

1. 1
   Click Compose (or press c). The composer opens in the corner of the screen so you can keep reading while you write. Use Minimize to tuck it away or Expand for more room.
2. 2
   Pick the From account (if you have several), then add recipients in To - suggestions come from people you've emailed. Show Cc and Bcc when you need them.
3. 3
   Add a Subject and write your message.
4. 4
   Click Send. You see Message sent, and a copy appears in that account's Sent folder. Sending without a subject asks you to confirm first.

Formatting

Click Formatting options (next to Send) to show the toolbar: font size, bold, italic, underline, strikethrough, text colour, alignment, bulleted and numbered lists, quote, links, images and Clear formatting. Drag or paste an image into the message, or use Insert image, to place it inline.

Attachments

Click Attach filesor drop files onto the composer. A message can carry up to 4 MB of attachments in total; a meter shows how much you've used.

Signatures

Your signature is added below what you write, using the one set for the From account (or your default). Use the Signature menu under the message to switch to another signature or choose No signature for this message. Files attached by a signature show as chips marked Attached by your signature.

Replying and forwarding

Reply answers the sender, Reply all includes everyone on the message, and Forward sends it on, with its attachments unless you untick Include original attachments. The original message is quoted below your text and replies stay in the same thread in every mail app.

Drafts

• Autosave - Your message is saved as a draft a couple of seconds after you stop typing ("Draft saved").
• Save & close - Closes the composer and keeps the draft in the account's Drafts folder. Open it from Drafts to carry on.
• Discard draft - Deletes the draft.

Manage signatures in Mail settings → Signatures. You can keep several (for example, a full one for new messages and a short one for replies) and choose which account uses which.

Create or edit a signature

1. 1
   Click New signature (or an existing one to edit it) and give it a Name.
2. 2
   Write it in the Visual editor with the same formatting toolbar as the composer - font size, bold, italic, underline, colour, alignment, lists and links. Add a logo or photo with Insert image, by dragging it in, or by pasting it.
3. 3
   Prefer code? Switch to HTMLto paste or edit the signature's HTML directly, for example one exported from a signature generator.
4. 4
   Optionally add Attachments - files sent with every message that uses this signature, such as a business card.
5. 5
   Check the live preview, which shows the signature as recipients will see it, then save.

Which signature is used

• Default signature - Accounts without their own signature use this one.
• Signature per account - Override the default for a specific account, or choose No signature for it.
• Per message - Switch or remove the signature in the composer for a single message.

Images in a signature are embedded in the email itself, so they show up even when the recipient's mail app blocks remote images.

Open Mail settings from the gear at the bottom of the folder pane or from the account switcher. Changes save as you make them.

General

• Default sending account - Used for new messages when you're not inside a specific account.
• Check for new mail - How often Mails checks while it is open in a visible tab - see the table below.
• Background sync - Keeps your inbox and unread counts current even when Mails isn't open (about every 5 minutes).
• Mark as read when opened - Turn off to keep messages unread until you mark them yourself.

Notifications

• New mail notifications - Master switch for every alert below.
• Desktop notifications - While Mails is open: a system notification when new mail arrives and the tab isn't in focus. Your browser asks for permission the first time.
• Play a sound - While Mails is open: a short chime for new mail.
• Push notifications - Everywhere else: notifies your phone and other devices when background sync finds new mail. Requires background sync. Tapping the notification opens the message.

If you see "Notifications are blocked for this site", allow notifications in your browser's site settings and try again.

Display

• Conversation view - Group replies with the message they answer, and read the whole thread together.
• Density - Comfortable or Compact rows.
• Message preview - None, 1 line or 2 lines of message text under each subject.

Signatures

Create, edit and delete signatures, set the default, and assign one per account (see Signatures).

Accounts

Click an account to manage it:

• Sender name - The name people see when you email them.
• Signature - This account's signature, or Use default.
• Server settings - Change the IMAP and SMTP host, port, security or username. Changes are tested against the servers with your saved password before they're applied (Server settings verified and saved). Accounts connected with Google or Microsoft sign-in are managed by the provider.
• Sign in again - Update the password or app password, or re-authorize Mission Control with your provider.
• Remove account - Disconnects the mailbox after you confirm with Remove.

• Private to you - Connected mailboxes are visible only to you - not to teammates, project admins or Superadmins.
• Encrypted credentials - Passwords and sign-in tokens are encrypted before they are stored and are never shown again, sent to your browser, or written to logs.
• Verified connections - Mission Control only connects to mail servers over encrypted connections (SSL/TLS or STARTTLS) with valid certificates.
• Safe reading - Email content is cleaned before display, scripts never run, and remote images stay hidden until you choose to show them.
• Your mailbox is the source - Mission Control keeps a working copy of recent messages so Mails is fast and searchable. Reading, moving, deleting and sending all happen in your real mailbox.
• Google data - When you sign in with Google, Mission Control uses Gmail data only to show, organise and send your email inside Mails (and through ELSA when you ask it to), never for advertising. See the Privacy Policy for details.

Mails and ELSA

ELSA can work with your connected mailboxes: ask "what's unread in my inbox?", "read my latest email from Priya", "archive it" or "reply to Priya saying I'll send it tomorrow". ELSA always shows you the message and asks you to confirm before it sends, deletes or reports anything as spam.

ELSA is Mission Control's built-in assistant, trained by Ostera AI. Open the chat panel and select ELSAat the top of the list (or hover the chat button and click ELSA's face). Talk normally - no special commands are needed. You can mention a person or an issue, or tap a suggestion chip such as What's on today?, Past meetings, Expense forecast or Help.

Rate replies with Helpful / Not helpfulto improve ELSA. For actions that change data, ELSA may ask you to confirm first. Click ELSA's name in the header to open About ELSA.

ELSA in editors

In issue descriptions and notes, Elsa Assist can Open ELSA, Create contents from notes title, Rephrase current notes, or Clean up notes. Review the Elsa Assist preview before applying it.

Model packs (Private mode)

Manage packs in Your profile → ELSA or in About ELSA. Mission Control recommends a pack for your device; you can switch at any time.

• Packs - ELSA Lite (smallest, for tight storage), ELSA Neo (recommended for most devices), ELSA Standard, ELSA Pro and ELSA Ultra (highest quality that still runs in the browser). Each shows its download size.
• Auto-download recommended - Download the recommended pack automatically.
• Device memory - Auto-detect, or set 8–48 GB manually to change which packs are offered.
• Manage - Cancel a download, uninstall a pack from this device, or reload when asked.

Project Performance Review shows sprint health, delivery trends and team comparison across sprint-based projects. Pick a project (or All projects) and an optional date range.

Headline numbers

• Avg completion - Average share of issues completed per closed sprint.
• On-time rate - Share of sprints closed on or before their planned end. Aim for 70%+.
• Total sprints - Closed sprints in the period, with a per-project breakdown.
• Tasks completed - Tasks finished out of all tasks planned into those sprints.

Live sprints

One card per running sprint: project, dates, days left or overdue, and tasks done versus remaining.

How fast we finished

A score timeline chart, grouped Weekly, Monthly or Yearly, with a plain-language summary of the most recent period.

Sprint performance log

• Sprints view - Each closed sprint with project, planned end, completed date, completion and who closed it. Expand a row to see its tickets: status, story points and start → done time.
• People view - Per person: assigned, done, not done, completion, current live sprint, and days present (from attendance).

Choose how many rows to show per page. Empty chart: "No sprint data yet for the selected period."

• All - Every event, newest first.
• Activity logs - Issues created, updated, moved and re-parented to epics. Click an entry to open the issue.
• Mission logs - Attendance events - who started or ended their mission (session) and when.

Ten entries per page with Previous / Next. Empty: "No activity yet. Create or move issues on a Kanban board to see updates here."

Blockages is generated automatically - you don't create entries here. It lists open work items that are either marked blocked (sitting in a Blocked-type stage) or on an overdue sprint (still open in an active sprint whose end date has passed). Done or cancelled work and archived projects are excluded.

• Summary tiles - Marked blocked, Overdue sprint, Unassigned.
• Filters - Search key or title, Reason (All / Marked blocked / Overdue sprint), Assignment (Anyone / Assigned / Unassigned), Project, and Sort (Due date / Recently updated / Priority). A refresh button reloads the list. Filters are kept in the URL.
• Blockage cards - Issue, project, assignee, timeline (due date) and priority / stage. Items without a due date are flagged.
• Share - Opens Share blockage: search DMs and groups, pick the conversation and send ("Sent!"). It appears in chat as a Blockage Alert card.

25 items per page ("Showing 1-25 of N"). Empty: "No blocked or overdue items right now." or "No blockages match these filters."

Finance tracks your organization's (or your own) cash accounts, income, expenses and - for organizations - monthly payroll, all in one currency. Amounts are whole numbers.

Layout

• Date range - From / To (defaults to the start of this month → today). Applies to the Overview, Income and Expenses.
• Tabs - Overview, Forecast, Accounts, Income, Expenses, and Payroll (organizations only).
• Settings - Superadmins get a Settings button for currency and access.

Overview tab

• Tiles - Income received, Income pending, Expenses, and Account balances.
• Charts - "Income, expense & balance" (hover for details) and "Expenses by category".
• Lists - Recent expenses, Recent income, and Unpaid payroll for this month.

Accounts

Click New account and enter a Name (e.g. "HDFC Current"), a Type(Bank, Cash, Wallet, Credit card or Other), the opening balance and optional notes. Each account's ⋯ menu offers Edit, Archive / Restore and Delete. Empty: "No accounts yet. Create one to start tracking balances."

Credit cards

For a credit card, enter Outstanding already owed instead of an opening balance - what you already owe on the card (use 0 if starting fresh). Expenses charged to a card are recorded one at a time and wait under Pending Credit Card Charges until the bill is paid.

1. 1
   Click Pay credit card (from the card's menu or the Expenses tab).
2. 2
   Choose the Credit card, the account you Pay from (bank, cash, wallet or other), and the Payment date.
3. 3
   Tick the pending charges to settle and confirm. They move into Expenses on the payment date, under the paying account.

Recording an expense

1. 1
   Click New expense.
2. 2
   Enter the Title, Amount (a positive whole number), payment pattern, Date (Purchase date for cards), Category (required), Paid from (an account or No account) and optional Vendor.
3. 3
   Save.

The Expenses tab groups everything into Pending Credit Card Charges, Installments (with payment remaining and paid in range), Repeating bills (pause, resume or end them) and One-time expenses. Filter by category or use Manage categories to add and rename categories - they are shared by expenses and income. Editing a schedule changes only payments not yet recorded.

Recording income

Click New income: title, amount, the same one-time / repeating / installment patterns, category, and the account it is Credited to. Repeating and installment receipts are listed under "Installments and repeating receipts"; each receipt is recorded on its date, or when you mark it received. Use Mark received / Mark pending, Edit and Delete on each entry.

1. 1
   Set compensation for each team member: the person, monthly amount and Effective from date. Active compensation counts as money out each month in the forecast. Use Update or End to change it later.
2. 2
   Pick the Payroll month and click Generate pending to create pending payment rows from active compensations ("Created N pending payments", or "Everyone already has a payment this month").
3. 3
   When someone is paid, click Mark paid (undo with Mark unpaid). Edit a row to set the paid date and the account it was Paid from.

Use Add payment for one-off payments, and Edit / Deleteon any payment. Empty: "No active compensations. Set pay for team members first."

The Forecast tab projects cash forward from your accounts, schedules and payroll:

• Summary - Cash today, money in and money out over the coming months, and a plain-language verdict - either when cash runs out, or how much would be left.
• How it's going / What's ahead - The last 3 months and the next 3 months at a glance.
• Month by month - A chart of money in, money out and cash left after each month. Toggle series on and off.
• Where the money goes - The largest costs each month over the next 3 months.
• Coming up - Upcoming payments and receipts. Record one, mark it received or paid, or Skip, Edit, Pause, Resume or End its schedule.

• Finance Currency - The currency used for accounts, expenses, income and payroll.
• Finance Access - Search for team members and grant Read only or Full access, or Revoke access. Superadmins always have full access and Personal Accounts aren't listed.

Mission Control notifies you about time-sensitive and people-driven events:

The Notifications page

• Open an item - Click it to go to the related issue, task, note or meeting; it is marked read.
• Mark as read - Per item, or Mark all read.
• Select - Select mode lets you mark several items read at once.
• Clear all - Removes all notifications.
• Paging - Rows per page (15 by default) and page controls.

Empty state: All caught up - "No notifications yet. You'll see due-date reminders and task assignments here."

Timing rules

• No duplicates - The same reminder for the same item is sent at most once a day.
• Quiet hours - Between 9 PM and 9 AM in your timezone, due-date digests and sprint reminders are held back. Alarms you set still fire at the time you chose. Chat notifications still arrive, but silently - unless you are @mentioned.
• Live updates - The bell count updates in real time and briefly animates (with a sound, if enabled) when something new arrives.

Push notifications

Push alerts are turned on per device. A banner ("Stay on top of tasks") offers to enable them - click Enable or Not now. The Notifications page shows this device's status: Turn on notifications, Notifications are on (with Turn off), Notifications are blocked (re-enable them in your browser settings), or not available in this browser. Enable them on every device you use, including the installed mobile app.

Notification sounds

On the Notifications page, open the sound settings. Your choice is saved automatically and synced across your devices.

• System - Each event has its own default sound; preview them individually.
• Custom - One tone for everything - Chime, Ping, Pop, Pulse, Bloom, Crystal, Whisper, Alert and more.
• Off - All notification sounds muted.
• Volume - Adjust the volume slider.

Press ⌘ + K (Mac) or Ctrl + K (Windows/Linux) anywhere, or click Search… in the sidebar (the search icon on mobile), to open the command palette.

• Before typing - Quick actions (Create new project for Superadmins), Go to shortcuts for the pages you can access, and your projects.
• Type 2+ characters - Search across Issues (key or title), My Tasks (your personal tasks), Notes, People (opens their profile), Projects and Pages.

If many results match, you'll see "Some results were capped - refine your query to narrow down." If the search fails, try again. Inside the notes editor, ⌘K inserts a link instead; use the Notes workspace's own Search all notes… for full-text note search.

Your details are visible to teammates on issues and activity.

• Profile photo - Upload a JPEG, PNG, WebP or GIF up to 5 MB; it is cropped to a square. You can also remove it.
• Email - Shown for reference; it can't be changed here.
• Full name - Required.
• Job title - e.g. "Engineering lead".
• Timezone - Used for attendance, due dates, reminders and quiet hours.

Click Save profile. Your profile page also holds the ELSA settings (see Private & Cloud modes) and Security.

Other people's profiles

Superadmins and project admins can open teammates' profiles from the Teams page or search. You can edit someone's profile only if you rank above them (Superadmin › project admin › others); otherwise it is view-only. Superadmins also get Workspace access: Global role and Account status (Active / Inactive).

Change password

Enter your current password, then the new password twice (8+ characters). Changing it signs you out on every other device.

Two-step verification

Ask for a second step when signing in on a new device. Turn on more than one method for a fallback.

1. 1
   Email code - set this up first (click Set up and enter the code you receive). It unlocks the other methods.
2. 2
   Authenticator app - scan the QR code (or enter the key by hand) and enter the 6-digit code to confirm.
3. 3
   Mobile app approval - approve sign-ins from the Mission Control app on your phone. Requires a phone signed in to the app.

• Backup codes - Shown once when you first turn on two-step verification. Copy or save them and click I've saved them. The page shows how many are left; create New backup codes (password required) to replace them all.
• Ask first - Choose which method is offered first at sign-in.
• Turn off - Disable a method (password required).

Where you're signed in

Every device that has accessed your account, grouped by device, with location and last activity. This device is labelled. Sign out a single device, or Sign out all other devices. If you see something you don't recognise, sign it out and change your password.

Trusted devices

Devices where you ticked "Trust this device" skip the two-step code for 30 days (your password is still required). Remove a device to make it ask for a code again.

Open Profile menu → Appearance. Changes apply instantly and are remembered on this device.

• Theme - Light or Dark.
• Accent - 14 colours including Champagne (default), Blue, Ostera, Sapphire, Amethyst, Plum, Burgundy, Gold, Bronze, Midnight, Electric, Crimson, Azure and Iris.
• Surface - Solid, Glass (default) or Liquid glass.
• Text size - S, M (default), L or XL.

Choose Help or Feedback:

• Help - Pick what you need help with (Billing Inquiry, Technical Support, Account & Access, Feature Question, General Help, Other) and describe your issue or question.
• Feedback - Optionally pick the feature (Dashboard, Board / Sprint, Backlog, Teams & Members, Attendance, Personal Inbox, Notes, Goals / OKRs, Settings, Other), the type (Bug, Feature Request, UI Change, General Feedback), and an overall 1–5 star rating, then describe your experience or idea (required).
• Attachment - Optionally attach a screenshot, image or PDF up to 10 MB.

After sending, you can Submit another. Mission Control may also ask "How's your experience?" a few days after you join - answer Loving it or Not great, add a comment, or dismiss it.

For account or access problems, your organization's Superadmin is usually the fastest route.

"Project admin", "Member" and "Viewer" refer to someone's role in the project concerned; a person can hold different roles in different projects.

• Set goals top-down - Start with company goals, then let project admins add project goals that ladder up to them.
• Link issues to milestones - Linked issues keep goal progress accurate automatically; consider requiring Goal & milestones on key projects.
• Pick the right project type - Sprint-based for iterative delivery, non-sprint for continuous work - it can't be switched later.
• Turn on required fields early - Especially Assignee, Priority and Due date - it keeps boards, reports and reminders reliable.
• Use epics - Group related stories, tasks and bugs so the backlog stays readable and filterable.
• Keep a sprint planned ahead - Especially with Sprint Auto Mode, so the next sprint starts on time.
• Filter, don't scroll - Board, backlog and blockage filters are saved in the URL - bookmark the views you use.
• Use breaks honestly - Breaks are subtracted from hours; going quiet is not.
• Review after each sprint - Check Sprint history and Analytics to catch scope and estimation problems early.
• Protect your account - Turn on two-step verification with at least two methods and keep your backup codes safe.

1. 1Superadmin creates the organization and copies the Organization ID
2. 2Teammates join with Join Org (or are added directly from Teams)
3. 3Superadmin approves join requests and sets workspace roles
4. 4Superadmin creates projects - sprint-based or non-sprint
5. 5Members are added to projects as Admin, Member or Viewer
6. 6Project admins configure required fields, board access, scoring and stopwatch
7. 7Leaders create goals with dated milestones
8. 8Admins plan epics and issues in the backlog and start a sprint
9. 9Members start their session and work issues across the board until Done
10. 10Issues linked to milestones move goal progress automatically
11. 11Everyone tracks their work in My Tasks, with reminders and alarms
12. 12Teams collaborate in Notes, chat, calls and meetings - with ELSA's help
13. 13Superadmins review Analytics, Activity, Blockages and Attendance

Still stuck? Use Help & Feedback in the app, contact your organization's Superadmin, or reach out to Ostera support.