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How-to Guides

24
  • Build your First Diagram
  • Edit a Task
  • Creating a Hierarchical Task Analysis table
  • Use Analyse Mode
  • Export diagram as an Excel or Word Report
  • Share a Diagram
  • Customise Your View
  • Managing Users
  • Resend Onboarding Email
  • Change Safe Task Settings
  • Assign actions with Action Register
  • User Groups
  • Collaboration Mode: Read only or Take control
  • Reset password
  • Edit a diagram from the projects menu
  • Build your first project
  • Adding a company logo
  • Change Security Settings
  • Change Project Settings
  • Safe Task Templates
  • Backup your Diagram
  • Toggle Numbering
  • Hide Tasks
  • Version Control

Troubleshooting

4
  • I can’t access my account
  • No option to add new metadata
  • User hasn’t received onboarding email
  • The share link is blank

Developers

3
  • How to connect to API
  • API Commands
  • Connect to Power BI
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Developers

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