Home
The first screen after sign-in: a welcome, what needs you, your numbers, every product you can open, the first steps that get you working, your learning path and ready templates.
- Get started with {{brand}} - Choose where your work belongs, then follow the path that fits: on your own, testing with a team, coordinating work or hiring.
- Follow your learning path - Pick a path for your role and work through a few guides and tasks at a time, from First steps to Power.
- Bring your work from Trello, Jira, Postman and others - One way in to every importer: Trello, Jira and spreadsheets become boards; Postman, OpenAPI, HAR, Insomnia and Bruno become API Tester requests.
- Start from a template or switch on a recipe - Make a working board, suite, check, plan or design from a ready template, or switch on an automation.
- Read your Home page - What each part of Home shows, what the greeting line counts and how to hide or bring back a widget.
- Act on what needs you - What puts an item in Needs you, how it is ordered and how to turn a failed run into a bug.
- Search and jump with Ctrl+K - Find a record you can open, jump to any screen and open a record without leaving yours.
- See everything related to a record - One panel lists everything that points at a card, a request, a suite, a monitor, a role, a candidate, a note or a plan item, each with its live state.
- See what changed since you were here - Home's activity tile and sheet show what your team did - cards moved, estimates saved, checks that started failing or pass again, roles published, interviews held - and a record's sheet shows what happened to it.
- Act on what the platform noticed - Suggestions connect what happens across your modules - a failure no card tracks, cards that follow an API that failed today, interviews on your busiest day - each with the one thing to do about it.
- Catch up after time away - Home's While you were away tile lists what started needing you, what others did and what is coming since your last visit - and Catch me up writes it as a few lines.
- Open Help for the screen you are on - Hints on controls, the Help dock, the ? key and the keys worth knowing.
- Find a guide or a video in Help - Search Help, browse by module or role, and watch the videos that follow one kind of person.
- Download a screen as Excel or PDF - Save what a list, report or board shows as an Excel workbook or a PDF, with the filters you set.