For Your Role

Owners and Directors

Start here if you are responsible for agency health:

• Workload for leadership-level team capacity and utilization.
• Command Center for project staffing and capacity tradeoffs.
• Team workload for overallocated people, available capacity, and project coverage.
• Clients for portfolio ownership and account context.
• Activity for audit-style workspace changes.

Project Managers

Start here if you manage delivery:

• Projects for portfolio and project status.
• Creating a project for client, dates, team, and draft/planned state.
• Managing projects for inline edits, assignments, health, and dates.
• Project collaboration for comments, subscriptions, and Slack channels.
• Time off team views for planning around absences.

People Managers

Start here if you approve leave or manage direct reports:

• Home for approvals and upcoming team time off.
• Team workload for capacity and utilization.
• Members for reports-to, roles, availability, and status.
• Time off overview for allowance and request summaries.

Operations

Start here if you keep the workspace reliable:

• Organization settings for workspace defaults.
• Workload settings for planning thresholds and default availability.
• Time off settings for policies, holidays, and OOO behavior.
• Billing for subscription and invoices.
• API keys for programmatic exports and automations.

Team Members

Start here if you mainly need your own work:

• Home for daily workload and time-off status.
• My Workload for assignments, capacity, and actual hours.
• Booking Time Off for leave requests and edits.
• Inbox for requests, mentions, assignments, and updates.
• Profile for capabilities, languages, tools, and personal info.