Finding your way around

Where you land

Firm staff
Client users

You land on the dashboard, with counts of clients and of active and on-hold projects. Projects lists every project you can see. Super Admins and Project Managers see all of them; Architects, Developers and QA see the projects they’re on.

Inside a project

flowchart LR
    P["Project"] --> O["Overview"]
    P --> TM["Team"]
    P --> D["Docs"]
    P --> F["Features"]
    P --> SP["Specifications"]
    P --> TK["Tasks"]
    P --> TC["Test Cases"]
    P --> ST["Settings"]
    classDef firm stroke-dasharray: 4 3
    class TM,SP,TK,ST firm

Dashed boxes are for firm staff only.

Section	What’s there	Who sees it
Overview	The project at a glance and every feature’s progress	Everyone
Team	Who works on the project	Firm staff
Docs	Project docs, custom docs, folders and files	Everyone
Features	Every feature with its requirement, spec, tasks and tests	Everyone
Specifications	All specs in one list	Firm staff
Tasks	All tasks across features	Firm staff
Test Cases	All test cases and their results	Everyone
Settings	General, Modules and AI	Super Admin and PM; other firm staff see AI only

Inside a feature

Opening REQ-4 shows its title, priority and modules, a progress panel, and these tabs:

Tab	Shows
Requirement	The description
User Stories	Stories and their acceptance criteria
Spec	The technical spec (firm only)
Tasks	The build work (firm only)
Test Cases	Test cases, runs and screenshots
Change Requests	Changes raised after delivery
History	Every version, sign-off and acceptance