Help Center
Everything you need to get going — projects, tasks, teams, AI Draft, and troubleshooting.
Getting Started
The quickest way to use Shape Workspace is to build a simple portfolio view, then drill into a project to manage tasks.
- Create a project: Go to Portfolio → + New Project.
- Add milestones: Open the project → add milestones to break the delivery into phases.
- Add tasks: Create tasks under milestones and set dates/status.
- Assign work: Add team members (connections) and assign tasks to them.
Tasks & Status Updates
Owners manage the plan. Assignees update the status. This keeps governance tight and avoids accidental plan changes.
What assignees can do
- Update Status (Not Started / In Progress / Delayed / Complete)
- Work through their task list in My Tasks
What owners can do
- Edit task details (title, dates, milestone, dependencies)
- Assign/unassign tasks
- Reorder tasks and manage milestones
Why can’t I edit a task’s dates or title?
That’s owner-only by design. If you’re an assignee, you can update status — ask the owner to adjust plan details.
Teams & Access Levels
Add people to a project from your Connections. Each person has an access level.
Owner
Full control of the project, plan and settings.
Member
Can view and collaborate. (You control what’s editable.)
Assignee
Sees tasks assigned to them and can update task status.
How do I add someone to a project?
Go to the project → Team → Add from Connections. If they’re not connected yet, connect first in the Network/Connections pages.
AI Draft
AI Draft creates a structured plan (milestones + tasks) from your description. You review it before saving.
- Go to Portfolio → ✨ AI Draft
- Describe the project (include outcomes, constraints, dates if you have them)
- Generate the draft → review milestones + tasks
- Click Add to my portfolio to create the project
Why can’t I use AI Draft?
Your plan may not include AI generation.
Notifications
Notifications appear in the header bell. You’ll see alerts when:
- A new message is posted in a project chat
- An assignee updates task status
Tip: click a notification to jump straight to the relevant project/task.
FAQ
Do I need an account to view the Help Center?
No — Help is public. You only need an account to create projects, manage tasks, and use AI tools.
Why does the back button sometimes show an older page after I log out?
Some browsers restore pages from memory (back/forward cache). We can force a refresh on restore, and/or disable caching for authenticated pages.
Can I send direct messages to other users?
Not yet. Right now Messages is focused on project chat. Direct messaging can come later.
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