Documentation

Create your account, set up your first workspace, and invite your team in under 5 minutes.

• Create an account
• Set up a workspace
• Invite team members
• Your first board

Master Kanban boards, columns, tasks, labels, priorities, checklists, and drag-and-drop workflows.

• Create boards & columns
• Add & manage tasks
• Labels & priorities
• Checklists & attachments
• Drag & drop

Send messages, share files, create group conversations, and stay in context with your team.

• Direct messages
• Group conversations
• File sharing
• Typing indicators & read receipts

Start 1:1 or group calls, share your screen, and record meetings — all inside Trackliy.

• Start a call
• Screen sharing
• Call recording
• Manage participants

Understand Owner, Admin, and Member roles. Manage access, invites, and workspace security.

• Role hierarchy
• Invite via email or link
• Transfer ownership
• Remove members

Configure in-app alerts, email digests, and notification preferences for your workflow.

• Notification triggers
• Email notifications
• Manage preferences
• Do Not Disturb

Find anything instantly with global search (Ctrl+K), task filters, and member search.

• Global search
• Filter by assignee
• Filter by priority
• Filter by due date

Manage your profile, change passwords, update email, and configure workspace settings.

• Edit profile
• Change password
• Theme preferences
• Workspace settings