{ "lang": "en", "generatedAt": "2026-11-05T04:47:20.002Z", "platforms": [ { "id": "web", "modules": [ { "slug": "assets", "title": "Assets", "lastUpdated": "2026-10-09", "version": 4, "words": 3169, "sections": [ { "slug": "what-is-an-asset", "heading": "What is an asset" }, { "slug": "assets-page-overview-and-layout", "heading": "Assets page overview and layout" }, { "slug": "assets-table-columns", "heading": "Assets table columns" }, { "slug": "filter-sort-and-paginate-assets", "heading": "Filter, sort, and paginate assets" }, { "slug": "how-to-create-a-new-asset", "heading": "How to create a new asset" }, { "slug": "open-and-edit-an-asset", "heading": "Open and edit an asset" }, { "slug": "parent-and-sub-assets-build-an-asset-hierarchy", "heading": "Parent and sub-assets — build an asset hierarchy" }, { "slug": "asset-tree-filter-the-table-by-a-branch", "heading": "Asset tree — filter the table by a branch" }, { "slug": "change-asset-status-and-status-transitions", "heading": 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"dashboards-troubleshooting", "heading": "Dashboards troubleshooting" } ], "keywords": [ "dashboard", "dashboards", "charts", "metrics", "reports", "overview", "analytics", "dashboards.read", "dashboard list", "cards", "thumbnails", "open dashboard", "browse", "build with ai button", "create dashboard", "new dashboard", "template", "blank", "starter", "visibility", "dashboards.manage", "my work template", "builder", "edit dashboard", "widgets", "widget editor", "sections", "chart type", "metric", "dataset", "define filters", "save", "preview", "widget width", "responsive", "chat open layout", "width when narrow", "datasets", "insight template", "data source" ] }, { "slug": "documents", "title": "Documentation", "lastUpdated": "2026-09-19", "version": 2, "words": 2759, "sections": [ { "slug": "what-is-the-documentation-module", "heading": "What is the Documentation module" }, { "slug": "documentation-page-layout-at-a-glance", "heading": "Documentation page layout at a glance" }, { "slug": "scopes-in-the-left-sidebar", "heading": "Scopes in the left sidebar" }, { "slug": "how-to-use-the-folder-tree", "heading": "How to use the folder tree" }, { "slug": "search-sort-and-switch-between-grid-and-list", "heading": "Search, sort, and switch between grid and list" }, { "slug": "filter-files-by-type-approval-or-review", "heading": "Filter files by type, approval, or review" }, { "slug": "how-to-upload-files-and-folders", "heading": "How to upload files and folders" }, { "slug": "how-to-create-a-new-folder", "heading": "How to create a new folder" }, { "slug": "rename-move-star-or-download-an-item", "heading": "Rename, move, star, or download an item" }, { "slug": "how-to-delete-documents-and-what-the-impact-summary-means", "heading": "How to delete documents and what the impact summary means" }, { "slug": "select-multiple-files-at-once", "heading": "Select multiple files at once" }, { "slug": "keyboard-shortcuts-in-documentation", "heading": "Keyboard shortcuts in Documentation" }, { "slug": "how-to-see-a-document-s-version-history", "heading": "How to see a document's version history" }, { "slug": "the-preview-pane-and-its-tabs", "heading": "The preview pane and its tabs" }, { "slug": "ai-info-and-document-processing-status", "heading": "AI info and document processing status" }, { "slug": "the-processing-indicator-and-queue", "heading": "The processing indicator and queue" }, { "slug": "view-and-annotate-documents-with-markups", "heading": "View and annotate documents with markups" }, { "slug": "download-many-files-as-a-zip-downloads-tray", "heading": "Download many files as a ZIP (Downloads tray)" }, { "slug": "what-is-the-chat-files-scope", "heading": "What is the Chat files scope" }, { "slug": "trash-restore-or-permanently-delete-items", "heading": "Trash: restore or permanently delete items" }, { "slug": "see-who-else-is-working-in-documentation", "heading": "See who else is working in Documentation" }, { "slug": 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"slug": "create-your-first-asset", "heading": "Create your first asset" }, { "slug": "raise-your-first-issue", "heading": "Raise your first issue" }, { "slug": "create-your-first-rfi", "heading": "Create your first RFI" }, { "slug": "upload-documentation-and-ask-about-it", "heading": "Upload documentation and ask about it" }, { "slug": "what-can-i-ask-the-assistant", "heading": "What can I ask the assistant?" }, { "slug": "get-cx-assistant-everywhere", "heading": "Get Cx Assistant everywhere" } ], "keywords": [ "getting started", "welcome", "first steps", "onboarding", "course", "tutorial", "intro", "introduction", "start", "new user", "how to start", "begin", "sign up", "signup", "create account", "register", "registration", "verification code", "code", "email code", "verify email", "confirm email", "password", "change email", "new email", "invite", "account", "create asset", "first asset", "add asset", "new asset", "asset", "equipment", "tag", "nameplate", "how to create asset", "create issue", "first issue", "raise issue", "add issue" ] }, { "slug": "home", "title": "Home dashboard", "lastUpdated": "2026-09-19", "version": 2, "words": 739, "sections": [ { "slug": "what-is-the-home-dashboard", "heading": "What is the Home dashboard" }, { "slug": "kpi-stats-at-the-top-of-home", "heading": "KPI stats at the top of Home" }, { "slug": "charts-on-the-home-dashboard", "heading": "Charts on the Home dashboard" }, { "slug": "open-an-asset-directly-from-a-chart", "heading": "Open an asset directly from a chart" }, { "slug": "project-setup-checklist", "heading": "Project setup checklist" }, { "slug": "how-to-refresh-the-dashboard", "heading": "How to refresh the dashboard" }, { "slug": "who-can-see-home-and-its-data", "heading": "Who can see Home and its data" }, { "slug": "home-dashboard-looks-empty-or-wrong-troubleshooting", "heading": "Home dashboard looks empty or wrong — troubleshooting" } ], "keywords": [ "home", "dashboard", "overview", "landing page", "project overview", "home.view", "main page", "kpi", "stats", "statistics", "key numbers", "hero cards", "total assets", "total issues", "open issues", "completion rate", "metrics", "charts", "graphs", "asset status", "issue velocity", "issues over time", "priority breakdown", "plan vs actual", "asset completion", "distribution", "click chart", "chart bar", "open asset", "drill down", "asset list from chart", "edit from chart", "interactive chart", "copy asset list", "setup checklist", "getting started", "first asset", "onboarding tasks", "checklist card", "configure project" ] }, { "slug": "invites", "title": "Invites & joining projects", "lastUpdated": "2026-10-03", "version": 3, "words": 1088, "sections": [ { "slug": "what-are-invites", "heading": "What are invites" }, { "slug": "who-can-invite-members", "heading": "Who can invite members" }, { "slug": "how-to-create-targeted-invites", "heading": "How to create targeted invites" }, { "slug": "copy-invite-link-or-code", "heading": "Copy invite link or code" }, { "slug": "tracking-invites-the-active-only-switch", "heading": "Tracking invites — the Active only switch" }, { "slug": "revoke-one-invite-or-all-of-them", "heading": "Revoke one invite or all of them" }, { "slug": "accepting-an-invite", "heading": "Accepting an invite" }, { "slug": "joining-with-an-8-character-code", "heading": "Joining with an 8-character code" }, { "slug": "invite-restrictions-and-errors", "heading": "Invite restrictions and errors" }, { "slug": "invite-acceptance-troubleshooting", "heading": "Invite acceptance troubleshooting" }, { "slug": "best-practices-for-inviting", "heading": "Best practices for inviting" } ], "keywords": [ "invites", "invite", "access", "roles", "join project", "add people", "who can invite", "members.invite", "permission", "project admin", "cannot invite", "create invite", "targeted invite", "emails", "role", "expiry", "expiration", "invite members", "send invite", "copy link", "copy code", "share invite", "invite 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"edit-title-description-priority-and-type", "heading": "Edit title, description, priority, and type" }, { "slug": "assign-an-issue-to-a-user-or-a-group", "heading": "Assign an issue to a user or a group" }, { "slug": "due-dates-and-the-overdue-chip", "heading": "Due dates and the Overdue chip" }, { "slug": "set-where-an-issue-is-the-location-field", "heading": "Set where an issue is — the Location field" }, { "slug": "update-issue-status-and-allowed-transitions", "heading": "Update issue status and allowed transitions" }, { "slug": "who-can-edit-an-issue-permissions-and-bypass-rules", "heading": "Who can edit an issue — permissions and bypass rules" }, { "slug": "link-assets-to-an-issue", "heading": "Link assets to an issue" }, { "slug": "issue-attachments", "heading": "Issue attachments" }, { "slug": "linked-planner-activities-on-an-issue", "heading": "Linked planner activities on an issue" }, { "slug": "add-comments-to-an-issue", "heading": "Add comments to an issue" }, { "slug": "issue-history-timeline-and-filters", "heading": "Issue history timeline and filters" }, { "slug": "issue-deep-links-from-notifications-and-emails", "heading": "Issue deep links from notifications and emails" }, { "slug": "export-the-issues-list-to-excel", "heading": "Export the issues list to Excel" }, { "slug": "delete-an-issue", "heading": "Delete an issue" }, { "slug": "issues-troubleshooting-and-faq", "heading": "Issues troubleshooting and FAQ" } ], "keywords": [ "issue", "definition", "problem", "task", "tracking", "what is an issue", "issues page", "overview", "layout", "list", "table", "new issue", "issues.read", "columns", "table columns", "priority", "assignee", "group", "status", "due date column", "location column", "created by", "delete column", "filter", "search", "shareable filters", "url filters", "copy link", "share view", "persisted filters", "sort", "order", "resize columns", "pagination", "rows per page", "missing issue", "create issue", "steps", "title", "description" ] }, { "slug": "layouts", "title": "Layouts", "lastUpdated": "2026-09-19", "version": 2, "words": 3438, "sections": [ { "slug": "what-are-layouts", "heading": "What are layouts" }, { "slug": "the-layouts-list", "heading": "The layouts list" }, { "slug": "the-editor-view-mode-and-edit-mode", "heading": "The editor: view mode and edit mode" }, { "slug": "drawing-walls-rooms-doors-and-windows", "heading": "Drawing walls, rooms, doors and windows" }, { "slug": "placing-equipment-from-the-library", "heading": "Placing equipment from the library" }, { "slug": "furniture-and-fit-out-items", "heading": "Furniture and fit-out items" }, { "slug": "select-several-things-align-distribute-mirror-array-group", "heading": "Select several things: align, distribute, mirror, array, group" }, { "slug": "substations-outdoor-equipment-fences-and-elevation", "heading": "Substations: outdoor equipment, fences and elevation" }, { "slug": "routes-cable-trays-busbars-pipes-ducts-and-conduit", "heading": "Routes: cable trays, busbars, pipes, ducts and conduit" }, { "slug": "substation-conductors-bus-droppers-jumpers-cables-earth-and-trenches", "heading": "Substation conductors: bus, droppers, jumpers, cables, earth and trenches" }, { "slug": "pinning-issues-on-the-plan", "heading": "Pinning issues on the plan" }, { "slug": "tracing-a-pdf-drawing-the-underlay-and-its-scale", "heading": "Tracing a PDF drawing: the underlay and its scale" }, { "slug": "keyboard-shortcuts", "heading": "Keyboard shortcuts" }, { "slug": "view-mode-live-status-hover-cards-and-layers", "heading": "View mode: live status, hover cards and layers" }, { "slug": "build-layouts-with-ai", "heading": "Build layouts with AI" }, { "slug": "live-updates-the-assistant-other-tabs-and-the-updated-elsewhere-chip", "heading": "Live updates: the assistant, other tabs and the \"Updated elsewhere\" chip" }, { "slug": "who-can-view-and-edit-layouts-permissions", "heading": "Who can view and edit layouts (permissions)" }, { "slug": "layouts-troubleshooting", "heading": "Layouts troubleshooting" } ], "keywords": [ "layout", "layouts", "floor plan", "site plan", "general arrangement", "3d plan", "LY-", "layouts.read", "what is a layout", "layouts list", "cards", "new layout", "create layout", "rename layout", "duplicate layout", "delete layout", "building", "layouts.create", "layouts.delete", "view mode", "edit mode", "editor", "orbit", "zoom", "pan", "save", "unsaved changes", "orange dot", "layouts.update", "mouse buttons", "draw walls", "wall tool", "rooms", "room tool", "doors", "windows", "wall opening", "double door", "sill", "flip swing" ] }, { "slug": "login", "title": "Sign in", "lastUpdated": "2026-09-19", "version": 3, "words": 985, "sections": [ { "slug": "how-to-sign-in", "heading": "How to sign in" }, { "slug": "two-factor-verification-at-sign-in", "heading": "Two-factor verification at sign-in" }, { "slug": "signing-in-with-a-backup-code", "heading": "Signing in with a backup code" }, { "slug": "remember-email", "heading": "Remember email" }, { "slug": "forgot-password", "heading": "Forgot password" }, { "slug": "setting-a-new-password-from-a-reset-link", "heading": "Setting a new password from a reset link" }, { "slug": "show-or-hide-password", "heading": "Show or hide password" }, { "slug": "caps-lock-warning", "heading": "Caps Lock warning" }, { "slug": "confirming-your-email-page-states", "heading": "Confirming your email — page states" }, { "slug": "common-sign-in-errors", "heading": "Common sign-in errors" }, { "slug": "invite-redirect", "heading": "Invite redirect" }, { "slug": "choosing-light-or-dark-mode-before-signing-in", "heading": "Choosing light or dark mode before signing in" }, { "slug": "security-tips", "heading": "Security tips" } ], "keywords": [ "sign in", "login", "log in", "steps", "email", "password", "two-factor", "2fa", "totp", "authenticator", "email otp", "verification code", "resend code", "mfa", "code at login", "backup code", "recovery code", "lost phone", "lost authenticator", "cannot sign in", "locked out", "use backup code", "remember email", "checkbox", "prefill", "saved email", "forgot password", "reset password", "reset link", "recover account", "new password", "all sessions", "signed out everywhere", "expired link", "confirm password", "show password", "hide password", "eye icon", "reveal", "caps lock" ] }, { "slug": "maps", "title": "Map", "lastUpdated": "2026-09-19", "version": 1, "words": 2863, "sections": [ { "slug": "what-is-the-map-and-how-to-open-it", "heading": "What is the Map and how to open it" }, { "slug": "what-the-pins-lines-and-colours-mean", "heading": "What the pins, lines and colours mean" }, { "slug": "how-to-move-around-basemap-zoom-fit-all-and-pin-grouping", "heading": "How to move around: basemap, zoom, Fit all and pin grouping" }, { "slug": "how-to-search-and-filter-the-map", "heading": "How to search and filter the map" }, { "slug": "how-to-change-what-the-colours-mean-colour-by", "heading": "How to change what the colours mean (Colour by)" }, { "slug": "the-details-panel-what-a-pin-tells-you", "heading": "The details panel: what a pin tells you" }, { "slug": "how-to-see-issues-and-create-an-issue-from-the-map", "heading": "How to see issues and create an issue from the map" }, { "slug": "how-to-add-a-site-or-a-building-from-the-map", "heading": "How to add a site or a building from the map" }, { "slug": "how-to-put-an-asset-on-the-map", "heading": "How to put an asset on the map" }, { "slug": "how-to-add-assets-to-a-site-or-building-from-its-pin", "heading": "How to add assets to a site or building from its pin" }, { "slug": "how-to-move-a-pin", "heading": "How to move a pin" }, { "slug": "lines-and-routes-assets-that-span-a-distance", "heading": "Lines and routes: assets that span a distance" }, { "slug": "how-to-import-a-kml-or-kmz-file", "heading": "How to import a KML or KMZ file" }, { "slug": "kml-import-what-gets-created-limits-and-skipped-rows", "heading": "KML import: what gets created, limits and skipped rows" }, { "slug": "chainage-and-kilometre-points-kp", "heading": "Chainage and kilometre points (KP)" }, { "slug": "who-can-see-and-edit-the-map-permissions-and-how-to-switch-the-map-module-on", "heading": "Who can see and edit the map (permissions) and how to switch the Map module on" }, { "slug": "map-troubleshooting", "heading": "Map troubleshooting" } ], "keywords": [ "map", "maps", "open the map", "what is the map", "geography", "gis", "buildings map", "sites on a map", "assets on a map", "beta", "pins", "pin colours", "what do the pins mean", "legend", "red ring", "open issues badge", "donut", "group of pins", "cluster", "line on the map", "basemap", "satellite", "streets", "zoom", "fit all", "group pins", "ungroup pins", "clustering", "pan the map", "satellite view", "search the map", "filter the map", "status filter", "type filter", "with open issues", "layers", "sites & buildings", "share a map link", "find an asset on the map", "find a building" ] }, { "slug": "meetings", "title": "Meetings", "lastUpdated": "2026-10-03", "version": 1, "words": 1064, "sections": [ { "slug": "what-is-the-meetings-module", "heading": "What is the Meetings module" }, { "slug": "how-to-create-a-meeting-and-write-the-minutes", "heading": "How to create a meeting and write the minutes" }, { "slug": "seeing-every-open-action-across-meetings", "heading": "Seeing every open action across meetings" }, { "slug": "linking-points-to-assets-issues-and-documents", "heading": "Linking points to assets, issues and documents" }, { "slug": "issuing-the-minutes-and-saved-versions", "heading": "Issuing the minutes and saved versions" }, { "slug": "recurring-meetings-the-next-meeting-and-carried-actions", "heading": "Recurring meetings: the next meeting and carried actions" }, { "slug": "private-meetings", "heading": "Private meetings" }, { "slug": "downloading-the-minutes-as-a-pdf", "heading": "Downloading the minutes as a PDF" }, { "slug": "meetings-and-the-assistant", "heading": "Meetings and the assistant" } ], "keywords": [ "meetings", "minutes", "meeting minutes", "agenda", "action items", "meetings.read", "acta", "reunion", "create meeting", "new meeting", "write minutes", "add point", "attendees", "sections", "take notes", "responsible", "due date", "open actions", "action list", "my actions", "overdue actions", "pending actions", "who is responsible", "acciones abiertas", "acciones vencidas", "link", "link asset", "link issue", "link document", "related", "references", "discussed in meetings", "issue minutes", "publish minutes", "lock", "reopen", "correct minutes", "revision", "versions", "compare versions" ] }, { "slug": "navigation", "title": "Finding your way around", "lastUpdated": "2026-09-19", "version": 1, "words": 1506, "sections": [ { "slug": "the-search-bar-search-the-whole-app-from-any-page", "heading": "The search bar — search the whole app from any page" }, { "slug": "how-to-narrow-a-search-with-the-chips", "heading": "How to narrow a search with the chips" }, { "slug": "recent-searches-and-keyboard-shortcuts-in-search", "heading": "Recent searches and keyboard shortcuts in search" }, { "slug": "what-the-search-covers-in-my-workspace", "heading": "What the search covers in My Workspace" }, { "slug": "pages-results-jump-to-any-page-by-name", "heading": "Pages results — jump to any page by name" }, { "slug": "the-help-page-browse-and-search-the-guides", "heading": "The Help page — browse and search the guides" }, { "slug": "the-sidebar-main-pages-help-and-feedback", "heading": "The sidebar — main pages, Help and Feedback" }, { "slug": "the-account-menu-settings-apps-support-and-sign-out", "heading": "The account menu — settings, apps, support and sign out" }, { "slug": "how-to-switch-project-with-the-project-picker", "heading": "How to switch project with the project picker" }, { "slug": "the-header-search-processing-notifications-theme-and-ask", "heading": "The header — search, processing, notifications, theme and Ask" }, { "slug": "page-info-tips-the-i-icon-beside-a-page-title", "heading": "Page info tips — the (i) icon beside a page title" } ], "keywords": [ "search", "search bar", "global search", "ctrl k", "command k", "find an issue", "find an asset", "search by id", "search everything", "where is search", "search chips", "filter search", "search only issues", "narrow search", "search filters", "multi-select", "all chip", "pages chip", "recent searches", "search history", "keyboard shortcuts", "arrow keys", "esc", "enter", "shortcut", "hotkey", "my workspace search", "personal workspace", "search personal files", "no issues in search", "search missing results", "personal scope", "workspace", "go to page", "jump to page", "pages", "custom fields", "trash", "locations", "connectors" ] }, { "slug": "notifications", "title": "Notifications", "lastUpdated": "2026-09-19", "version": 2, "words": 1049, "sections": [ { "slug": "where-to-find-your-notifications-the-bell-icon", "heading": "Where to find your notifications — the bell icon" }, { "slug": "what-the-badge-number-means-seen-vs-read", "heading": "What the badge number means — seen vs read" }, { "slug": "all-and-unread-tabs-and-marking-everything-read", "heading": "All and Unread tabs, and marking everything read" }, { "slug": "notifications-are-grouped-per-project-clicking-switches-project", "heading": "Notifications are grouped per project — clicking switches project" }, { "slug": "announcements-what-they-are-and-how-to-read-them", "heading": "Announcements — what they are and how to read them" }, { "slug": "what-kinds-of-notifications-can-i-receive", "heading": "What kinds of notifications can I receive" }, { "slug": "how-to-choose-which-notifications-you-receive", "heading": "How to choose which notifications you receive" }, { "slug": "email-notifications", "heading": "Email notifications" }, { "slug": "not-receiving-notifications-troubleshooting", "heading": "Not receiving notifications — troubleshooting" } ], "keywords": [ "bell", "notifications", "notification icon", "where are my notifications", "alerts", "header", "badge", "inbox", "unseen", "unread", "bold", "count", "mark seen", "mark read", "notification count", "clear badge", "all tab", "unread tab", "mark all read", "mark all as read", "filter notifications", "notification settings", "shortcut", "grouped by project", "general group", "switch project", "cross-project", "auto switch", "project group", "navigate", "announcement", "announcements", "system message", "news", "drawer", "product update", "general", "notification types", "review notification", "tracker notification" ] }, { "slug": "office-add-ins", "title": "Cx Assistant for Word & Excel — the Office add-ins", "lastUpdated": "2026-10-03", "version": 2, "words": 654, "sections": [ { "slug": "what-are-the-word-and-excel-add-ins", "heading": "What are the Word and Excel add-ins" }, { "slug": "where-to-find-the-add-ins-from-the-web-app", "heading": "Where to find the add-ins from the web app" }, { "slug": "how-to-install-the-excel-add-in", "heading": "How to install the Excel add-in" }, { "slug": "how-to-install-the-word-add-in", "heading": "How to install the Word add-in" }, { "slug": "requirements-which-versions-of-office-are-supported", "heading": "Requirements — which versions of Office are supported" }, { "slug": "signing-in-and-getting-help-inside-the-add-ins", "heading": "Signing in and getting help inside the add-ins" } ], "keywords": [ "office add-ins", "word add-in", "excel add-in", "microsoft office", "task pane", "what is", "overview", "add in", "add-in", "office", "word", "excel", "personal mode", "without a project", "get the apps", "find add-ins", "install guide", "apps page", "inside microsoft office", "where are the add-ins", "account menu", "install excel add-in", "install", "installation", "add-in store", "insert add-ins", "get add-in", "download", "setup", "spreadsheet", "install word add-in", "document", "requirements", "supported versions", "office on the web", "desktop", "windows", "mac", "microsoft 365", "compatibility" ] }, { "slug": "planner", "title": "Planner", "lastUpdated": "2026-10-03", "version": 3, "words": 3215, "sections": [ { "slug": "what-is-the-planner", "heading": "What is the Planner" }, { "slug": "how-to-switch-between-gantt-table-calendar-and-progress-views", "heading": "How to switch between Gantt, Table, Calendar, and Progress views" }, { "slug": "gantt-view-basics-tree-zoom-today-collapse", "heading": "Gantt view basics: tree, zoom, Today, collapse" }, { "slug": "how-to-create-an-activity", "heading": "How to create an activity" }, { "slug": "tasks-vs-milestones-vs-groups", "heading": "Tasks vs milestones vs groups" }, { "slug": "how-to-move-or-resize-an-activity-bar", "heading": "How to move or resize an activity bar" }, { "slug": "dependencies-between-activities-and-lag", "heading": "Dependencies between activities and lag" }, { "slug": "push-successors-toggle-cascade-date-changes", "heading": "Push successors toggle — cascade date changes" }, { "slug": "multi-select-and-bulk-actions-group-set-status-delete", "heading": "Multi-select and bulk actions (group, set status, delete)" }, { "slug": "planner-keyboard-shortcuts", "heading": "Planner keyboard shortcuts" }, { "slug": "table-view", "heading": "Table view" }, { "slug": "calendar-view-month-layout", "heading": "Calendar view: Month layout" }, { "slug": "week-and-day-views-all-day-vs-timed-activities", "heading": "Week and Day views, all-day vs timed activities" }, { "slug": "progress-view-planned-achieved-and-slipped-for-a-day", "heading": "Progress view: planned, achieved, and slipped for a day" }, { "slug": "throughput-chart-planned-vs-achieved-per-day-or-per-week", "heading": "Throughput chart: planned vs achieved per day or per week" }, { "slug": "baseline-variance-and-actual-dates-planned-vs-actual", "heading": "Baseline, variance, and actual dates (planned vs actual)" }, { "slug": "how-to-re-baseline-the-plan", "heading": "How to re-baseline the plan" }, { "slug": "asking-the-assistant-to-delete-an-activity", "heading": "Asking the assistant to delete an activity" }, { "slug": "the-activity-panel-all-fields-explained", "heading": "The activity panel — all fields explained" }, { "slug": "reminders-heads-up-notifications-before-an-activity-starts", "heading": "Reminders — heads-up notifications before an activity starts" }, { "slug": "assigning-an-activity-to-a-person-or-group", "heading": "Assigning an activity to a person or group" }, { "slug": "linking-assets-and-issues-to-an-activity", "heading": "Linking assets and issues to an activity" }, { "slug": "how-to-duplicate-an-activity", "heading": "How to duplicate an activity" }, { "slug": "how-to-search-and-filter-activities", "heading": "How to search and filter activities" }, { "slug": "planner-notifications-and-deep-links", "heading": "Planner notifications and deep links" }, { "slug": "who-can-view-and-edit-the-planner-permissions", "heading": "Who can view and edit the planner (permissions)" }, { "slug": "planner-troubleshooting", "heading": "Planner troubleshooting" } ], "keywords": [ "planner", "schedule", "gantt", "timeline", "project plan", "activities", "tasks", "milestones", "planner.read", "switch view", "gantt view", "table view", "calendar view", "progress view", "view mode", "change view", "toggle", "zoom", "day week month", "today button", "collapse group", "expand", "ctrl wheel", "dependency arrows", "create activity", "add task", "new milestone", "add group", "drag to create", "ghost bar", "plus", "planner.create", "task", "milestone", "group", "activity types", "rollup", "indent", "outdent", "nest" ] }, { "slug": "projects", "title": "Project", "lastUpdated": "2026-09-19", "version": 3, "words": 3371, "sections": [ { "slug": "what-is-a-project", "heading": "What is a project" }, { "slug": "how-to-create-a-new-project", "heading": "How to create a new project" }, { "slug": "which-starter-template-should-i-pick", "heading": "Which starter template should I pick" }, { "slug": "build-your-own-set-up-a-project-without-a-template", "heading": "Build your own — set up a project without a template" }, { "slug": "project-drafts-resume-or-delete-an-unfinished-project", "heading": "Project drafts — resume or delete an unfinished project" }, { "slug": "switching-projects-and-the-personal-scope", "heading": "Switching projects and the personal scope" }, { "slug": "how-to-leave-a-project", "heading": "How to leave a project" }, { "slug": "project-details-page-overview", "heading": "Project details page overview" }, { "slug": "who-can-edit-project-settings", "heading": "Who can edit project settings" }, { "slug": "project-status-active-completed-paused-archived", "heading": "Project status (Active, Completed, Paused, Archived)" }, { "slug": "billing-and-subscription-owner-only", "heading": "Billing and subscription — owner only" }, { "slug": "usage-limits-users-and-storage", "heading": "Usage limits (users and storage)" }, { "slug": "project-info-timeline-and-company", "heading": "Project info, timeline, and company" }, { "slug": "modules-card-switch-the-map-and-layouts-modules-on-or-off", "heading": "Modules card — switch the Map and Layouts modules on or off" }, { "slug": "vocabulary-change-the-words-the-app-uses-in-this-project", "heading": "Vocabulary — change the words the app uses in this project" }, { "slug": "site-time-zone-the-clock-planner-times-and-reminders-follow", "heading": "Site time zone — the clock planner times and reminders follow" }, { "slug": "members-page-view-invite-change-roles-remove", "heading": "Members page — view, invite, change roles, remove" }, { "slug": "groups-create-teams-you-can-assign-work-to", "heading": "Groups — create teams you can assign work to" }, { "slug": "workflows-card-review-workflow-definitions", "heading": "Workflows card — review workflow definitions" }, { "slug": "document-tracking-mode-review-vs-status", "heading": "Document tracking mode — Review vs Status" }, { "slug": "the-eleven-configuration-sets", "heading": "The eleven configuration sets" }, { "slug": "editing-a-configuration-set-statuses-types-priorities", "heading": "Editing a configuration set (statuses, types, priorities)" }, { "slug": "custom-fields-manager", "heading": "Custom fields manager" }, { "slug": "project-branding-and-team-memories", "heading": "Project branding and team memories" }, { "slug": "projects-troubleshooting", "heading": "Projects troubleshooting" } ], "keywords": [ "project", "workspace", "definition", "what is a project", "create project", "new project", "one page", "basics", "starter template", "template picker", "code", "client company", "project language", "draft saved", "which template", "pick a template", "data centre 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"how-to-add-items-to-an-existing-review", "heading": "How to add items to an existing review" }, { "slug": "how-to-resubmit-a-rejected-or-changed-item", "heading": "How to resubmit a rejected or changed item" }, { "slug": "how-to-close-cancel-withdraw-or-delete-a-review", "heading": "How to close, cancel, withdraw, or delete a review" }, { "slug": "review-stamps-on-documents-and-the-in-review-lock", "heading": "Review stamps on documents and the in-review lock" }, { "slug": "how-to-see-all-files-of-a-review", "heading": "How to see all files of a review" }, { "slug": "workflows-defining-the-approval-chains", "heading": "Workflows — defining the approval chains" }, { "slug": "how-to-create-or-edit-a-workflow", "heading": "How to create or edit a workflow" }, { "slug": "review-notifications", "heading": "Review notifications" }, { "slug": "who-can-do-what-in-reviews-permissions", "heading": "Who can do what in reviews (permissions)" }, { "slug": "reviews-troubleshooting", "heading": "Reviews troubleshooting" } ], "keywords": [ "review", "reviews", "approval", "approve documents", "workflow", "sign off", "reviews.read", "overview", "queue", "badge", "awaiting me", "awaiting my decision", "your decision", "pending", "my reviews", "filter reviews", "sidebar count", "closed reviews", "cancelled reviews", "create review", "new review", "start review", "workflow picker", "add documents", "add document", "add script", "add template", "add folder", "send to review", "send for review", "reviews.create", "approve", "reject", "decide", "decision", "bulk approve", "approve selected", "reject selected", "select all awaiting", "select all awaiting me" ] }, { "slug": "rfis", "title": "RFIs", "lastUpdated": "2026-09-19", "version": 2, "words": 1225, "sections": [ { "slug": "what-is-an-rfi", "heading": "What is an RFI" }, { "slug": "the-rfis-list-page", "heading": "The RFIs list page" }, { "slug": "filter-rfis-and-share-a-filtered-view", "heading": "Filter RFIs and share a filtered view" }, { "slug": "export-the-rfis-list-to-excel", "heading": "Export the RFIs list to Excel" }, { "slug": "how-to-create-an-rfi", "heading": "How to create an RFI" }, { "slug": "edit-an-rfi-fields-you-can-change", "heading": "Edit an RFI: fields you can change" }, { "slug": "due-dates-and-the-overdue-chip", "heading": "Due dates and the Overdue chip" }, { "slug": "watchers-follow-an-rfi", "heading": "Watchers: follow an RFI" }, { "slug": "comments-vs-the-official-response", "heading": "Comments vs the official response" }, { "slug": "who-can-set-the-official-response", "heading": "Who can set the official response" }, { "slug": "change-an-rfi-s-status", "heading": "Change an RFI's status" }, { "slug": "who-can-do-what-with-rfis", "heading": "Who can do what with RFIs" }, { "slug": "rfi-problems-troubleshooting", "heading": "RFI problems — troubleshooting" } ], "keywords": [ "rfi", "request for information", "what is", "formal question", "official answer", "rfis.read", "clarification", "rfi list", "table", "columns", "sort", "pagination", "due date column", "assignee", "priority", "filter", "search rfi", "url filters", "share link", "persisted filters", "find rfi", "export rfis", "export to excel", "download rfi list", "rfi log", "xlsx", "page actions", "only visible to me", "private export", "spreadsheet", "create rfi", "new rfi", "raise rfi", "ask question", "rfis.create", "submit rfi", "edit rfi", "update rfi", "fields", "linked assets" ] }, { "slug": "scripts", "title": "Scripts & Templates", "lastUpdated": "2026-09-19", "version": 2, "words": 1311, "sections": [ { "slug": "what-are-scripts-and-script-templates", "heading": "What are scripts and script templates" }, { "slug": "how-to-create-a-script-from-a-template", "heading": "How to create a script from a template" }, { "slug": "recording-results-pass-fail-n-a", "heading": "Recording results: Pass, Fail, N/A" }, { "slug": "data-fields-validation-and-notes", "heading": "Data fields, validation, and notes" }, { "slug": "attaching-evidence-to-a-script-item", "heading": "Attaching evidence to a script item" }, { "slug": "navigating-a-script-sections-and-outline", "heading": "Navigating a script: sections and outline" }, { "slug": "signatures-how-signing-works", "heading": "Signatures — how signing works" }, { "slug": "completing-a-script-warnings-you-can-accept-vs-blockers", "heading": "Completing a script — warnings you can accept vs blockers" }, { "slug": "editing-a-script-s-structure", "heading": "Editing a script's structure" }, { "slug": "templates-draft-published-archived", "heading": "Templates: draft, published, archived" }, { "slug": "editing-a-template", "heading": "Editing a template" }, { "slug": "sending-a-script-or-template-to-review", "heading": "Sending a script or template to review" }, { "slug": "working-together-live-presence-and-field-locks", "heading": "Working together: live presence and field locks" }, { "slug": "who-can-use-scripts-permissions-admin-only-by-default", "heading": "Who can use scripts (permissions) — admin-only by default" }, { "slug": "scripts-troubleshooting", "heading": "Scripts troubleshooting" } ], "keywords": [ "script", "scripts", "template", "checklist", "procedure", "test protocol", "executable", "what is a script", "commissioning", "create script", "new script", "from template", "published template", "scripts.create", "start script", "pass fail", "result", "n/a", "not applicable", "record result", "clear result", "checklist item", "scripts.execute", "required item", "data field", "measurement", "value", "range", "validation", "out of range", "notes", "reading", "input", "evidence", "attachment", "photo", "upload", "proof", "attach file", "sections" ] }, { "slug": "settings", "title": "Profile & Settings", "lastUpdated": "2026-09-19", "version": 2, "words": 1442, "sections": [ { "slug": "how-to-edit-your-profile-name-email-avatar", "heading": "How to edit your profile — name, email, avatar" }, { "slug": "settings-overview-the-tabs-and-how-to-reach-them", "heading": "Settings overview — the tabs and how to reach them" }, { "slug": "account-tab-language-timezone-and-job-title", "heading": "Account tab — language, timezone and job title" }, { "slug": "how-to-switch-between-light-and-dark-mode", "heading": "How to switch between light and dark mode" }, { "slug": "notifications-tab-choose-what-you-get-notified-about", "heading": "Notifications tab — choose what you get notified about" }, { "slug": "memories-tab-what-assistant-memories-are", "heading": "Memories tab — what assistant memories are" }, { "slug": "how-to-add-edit-or-delete-assistant-memories", "heading": "How to add, edit, or delete assistant memories" }, { "slug": "how-to-set-up-two-factor-authentication-with-an-authenticator-app-totp", "heading": "How to set up two-factor authentication with an authenticator app (TOTP)" }, { "slug": "email-codes-as-a-two-factor-method-email-otp", "heading": "Email codes as a two-factor method (Email OTP)" }, { "slug": "backup-codes-save-them-they-are-shown-only-once", "heading": "Backup codes — save them, they are shown only once" }, { "slug": "how-to-disable-two-factor-authentication", "heading": "How to disable two-factor authentication" }, { "slug": "sessions-see-where-you-are-signed-in-and-sign-devices-out", "heading": "Sessions — see where you are signed in and sign devices out" }, { "slug": "how-to-change-your-password", "heading": "How to change your password" }, { "slug": "activity-tab-your-account-activity-feed", "heading": "Activity tab — your account activity feed" }, { "slug": "connections-tab-link-outlook-gmail-notion-and-your-own-servers", "heading": "Connections tab — link Outlook, Gmail, Notion and your own servers" }, { "slug": "privacy-and-legal-tab-terms-and-privacy", "heading": "Privacy & Legal tab — terms and privacy" } ], "keywords": [ "profile", "edit profile", "change name", "change email", "avatar", "profile picture", "upload photo", "delete avatar", "settings", "settings tabs", "preferences", "account settings", "where are settings", "options", "configuration", "account tab", "language", "change language", "locale", "timezone", "job title", "interface language", "translation", "delete account", "dark mode", "light mode", "theme", "appearance", "colour mode", "color mode", "system theme", "toggle theme", "notifications tab", "notification preferences", "email notifications", "in-app notifications", "turn off notifications", "channels", "mute", "per type" ] }, { "slug": "sign-up", "title": "Sign up", "lastUpdated": "2026-10-03", "version": 3, "words": 548, "sections": [ { "slug": "how-to-create-an-account", "heading": "How to create an account" }, { "slug": "password-requirements", "heading": "Password requirements" }, { "slug": "terms-of-service-and-privacy-policy", "heading": "Terms of Service and Privacy Policy" }, { "slug": "email-confirmation-and-resending-it", "heading": "Email confirmation and resending it" }, { "slug": "confirm-email-page", "heading": "Confirm email page" }, { "slug": "after-your-first-sign-in", "heading": "After your first sign-in" }, { "slug": "already-have-an-account", "heading": "Already have an account" }, { "slug": "common-sign-up-errors", "heading": "Common sign-up errors" }, { "slug": "account-security-tips", "heading": "Account security tips" } ], "keywords": [ "sign up", "create account", "register", "steps", "new account", "password", "requirements", "rules", "caps lock", "strong password", "terms", "terms of service", "privacy", "privacy policy", "consent", "accept", "legal", "dialog", "confirm email", "verification", "resend", "check your email", "activation", "spam", "expired", "invalid", "already confirmed", "verify", "go to sign in", "first sign-in", "after sign up", "welcome page", "no project", "create project", "join project", "my workspace", "individual", "next steps", "sign in", "login" ] }, { "slug": "support", "title": "Support, Feedback & About", "lastUpdated": "2026-09-19", "version": 2, "words": 540, "sections": [ { "slug": "how-to-submit-a-support-ticket", "heading": "How to submit a support ticket" }, { "slug": "the-support-centre", "heading": "The support centre" }, { "slug": "how-to-send-feedback-ratings-categories-and-ideas", "heading": "How to send feedback — ratings, categories, and ideas" }, { "slug": "feedback-or-support-which-one-should-i-use", "heading": "Feedback or support — which one should I use" }, { "slug": "the-about-page", "heading": "The About page" }, { "slug": "where-to-find-help-inside-the-app", "heading": "Where to find help inside the app" } ], "keywords": [ "support", "support ticket", "contact support", "help", "report problem", "billing question", "technical issue", "ticket number", "submit", "support centre", "support center", "help centre", "knowledge base", "articles", "self service", "feedback", "rate app", "star rating", "bug report", "feature request", "idea", "suggestion", "technical context", "send feedback", "feedback vs support", "which page", "get help", "contact", "difference", "when to use", "about", "about page", "mission", "product info", "what is this app", "where is about", "find help", "where is help", "help page", "ask the assistant" ] }, { "slug": "trackers", "title": "Trackers", "lastUpdated": "2026-10-03", "version": 2, "words": 2241, "sections": [ { "slug": "what-are-trackers", "heading": "What are trackers" }, { "slug": "the-tracker-library-and-mini-previews", "heading": "The tracker library and mini previews" }, { "slug": "how-to-create-a-tracker", "heading": "How to create a tracker" }, { "slug": "review-mode-vs-status-mode-what-s-the-difference", "heading": "Review mode vs Status mode — what's the difference" }, { "slug": "the-asset-docs-tracking-switch-project-setting", "heading": "The Asset docs tracking switch (project setting)" }, { "slug": "reading-the-tracker-grid", "heading": "Reading the tracker grid" }, { "slug": "how-to-link-or-unlink-a-document-in-a-cell", "heading": "How to link or unlink a document in a cell" }, { "slug": "cell-notes-and-setting-cell-statuses", "heading": "Cell notes and setting cell statuses" }, { "slug": "how-to-manage-a-tracker-s-statuses-status-mode", "heading": "How to manage a tracker's statuses (Status mode)" }, { "slug": "edit-mode-rows-groups-placeholders-and-the-palette", "heading": "Edit mode — rows, groups, placeholders, and the palette" }, { "slug": "watching-a-tracker-the-bell-toggle-and-notifications", "heading": "Watching a tracker — the bell toggle and notifications" }, { "slug": "how-to-export-a-tracker-to-pdf-or-excel", "heading": "How to export a tracker to PDF or Excel" }, { "slug": "how-to-archive-or-delete-a-tracker", "heading": "How to archive or delete a tracker" }, { "slug": "the-asset-docs-tracker-what-it-is", "heading": "The Asset Docs tracker — what it is" }, { "slug": "using-the-asset-docs-grid-view-mode", "heading": "Using the Asset Docs grid (view mode)" }, { "slug": "editing-the-asset-docs-tracker-edit-mode", "heading": "Editing the Asset Docs tracker (edit mode)" }, { "slug": "who-can-do-what-in-trackers-permissions", "heading": "Who can do what in trackers (permissions)" }, { "slug": "trackers-troubleshooting", "heading": "Trackers troubleshooting" } ], "keywords": [ "tracker", "trackers", "status grid", "matrix", "deliverables", "document tracking", "trackers.read", "overview", "library", "tracker list", "cards", "mini preview", "status bar", "asset docs card", "show archived", "create tracker", "new tracker", "mode picker", "tracking mode", "template", "blank tracker", "trackers.create", "add tracker", "review mode", "status mode", "modes", "difference", "switch mode", "switch to status mode", "switch to review mode", "manage statuses", "cell status", "mirror review", "asset docs tracking", "doc tracking mode", "project setting", "review vs status", "global mode", "placeholder chips", "projects.settings.manage" ] }, { "slug": "workspace", "title": "My Workspace", "lastUpdated": "2026-09-19", "version": 2, "words": 700, "sections": [ { "slug": "what-is-my-workspace-personal-scope", "heading": "What is My Workspace (personal scope)" }, { "slug": "how-to-switch-to-my-workspace", "heading": "How to switch to My Workspace" }, { "slug": "what-is-available-in-personal-scope", "heading": "What is available in personal scope" }, { "slug": "working-with-files-in-my-workspace", "heading": "Working with files in My Workspace" }, { "slug": "where-chat-uploads-go", "heading": "Where chat uploads go" }, { "slug": "storage-limit-for-my-workspace", "heading": "Storage limit for My Workspace" }, { "slug": "who-can-see-my-workspace-files", "heading": "Who can see my workspace files" }, { "slug": "how-to-switch-back-to-a-project", "heading": "How to switch back to a project" } ], "keywords": [ "my workspace", "personal workspace", "personal scope", "private files", "what is workspace", "personal space", "switch to workspace", "project picker", "project switcher", "select workspace", "change scope", "personal scope pages", "available pages", "redirect", "project pages unavailable", "sidebar", "assistant", "onboarding", "upload files", "folders", "organise", "file manager", "workspace files", "grid", "list", "trash", "star", "chat uploads", "chat files", "attachments", "assistant files", "uploaded through chat", "where do uploads go", "storage limit", "storage full", "storage meter", "quota exceeded", "how much space", "free up space", "upload refused" ] } ] }, { "id": "mobile", "modules": [ { "slug": "assets", "title": "Assets", "lastUpdated": "2026-09-19", "version": 3, "words": 1653, "sections": [ { "slug": "what-is-an-asset", "heading": "What is an asset" }, { "slug": "opening-the-assets-screen", "heading": "Opening the Assets screen" }, { "slug": "assets-list-layout", "heading": "Assets list layout" }, { "slug": "search-assets", "heading": "Search assets" }, { "slug": "filter-assets-by-status-type-or-category", "heading": "Filter assets by status, type, or category" }, { "slug": "pull-to-refresh-and-infinite-scroll", "heading": "Pull to refresh and infinite scroll" }, { "slug": "asset-card-information", "heading": "Asset card information" }, { "slug": "how-to-create-an-asset-from-the-phone", "heading": "How to create an asset from the phone" }, { "slug": "parent-asset-and-sub-assets", "heading": "Parent asset and sub-assets" }, { "slug": "open-and-view-asset-details", "heading": "Open and view asset details" }, { "slug": "edit-asset-fields", "heading": "Edit asset fields" }, { "slug": "change-asset-status", "heading": "Change asset status" }, { "slug": "custom-fields-on-assets", "heading": "Custom fields on assets" }, { "slug": "asset-attachments", "heading": "Asset attachments" }, { "slug": "documents-linked-to-an-asset", "heading": "Documents linked to an asset" }, { "slug": "asset-history-feed", "heading": "Asset history feed" }, { "slug": "who-can-view-and-edit-assets", "heading": "Who can view and edit assets" }, { "slug": "no-permission-to-view-assets", "heading": "No permission to view assets" }, { "slug": "no-project-empty-state", "heading": "No project — empty state" }, { "slug": "assets-not-loading-troubleshooting", "heading": "Assets not loading — troubleshooting" } ], "keywords": [ "asset", "what is an asset", "equipment", "tracking", "physical asset", "digital asset", "item", "component", "rack", "inverter", "ups", "sensor", "open assets", "navigate assets", "assets screen", "hamburger", "menu", "drawer", "go to assets", "assets.read", "layout", "assets list", "header", "count", "search bar", "filter chips", "asset card", "status bar", "collapsing header", "glass header", "search assets", "find asset", "search by id", "text search", "clear search", "asset search", "filter assets", "filter by status", "filter by type", "filter by category" ] }, { "slug": "chat", "title": "Chat — AI assistant", "lastUpdated": "2026-10-03", "version": 4, "words": 3581, "sections": [ { "slug": "the-assistant-is-your-home-screen", "heading": "The assistant is your home screen" }, { "slug": "the-chat-header-project-chip-new-chat-and-badge", "heading": "The chat header — project chip, new chat, and badge" }, { "slug": "how-to-choose-which-assistant-answers", "heading": "How to choose which assistant answers" }, { "slug": "the-assistants-you-can-choose-from", "heading": "The assistants you can choose from" }, { "slug": "asking-a-question-streaming-replies-and-stopping", "heading": "Asking a question — streaming replies and stopping" }, { "slug": "tool-chips-thoughts-and-sources-seeing-how-the-answer-was-built", "heading": "Tool chips, thoughts, and sources — seeing how the answer was built" }, { "slug": "opening-citations-documents-issues-and-assets-in-place", "heading": "Opening citations — documents, issues, and assets in place" }, { "slug": "approvals-control-what-the-assistant-may-change", "heading": "Approvals: control what the assistant may change" }, { "slug": "how-to-answer-an-approval-card", "heading": "How to answer an approval card" }, { "slug": "the-tasks-list-follow-a-long-job-step-by-step", "heading": "The Tasks list: follow a long job step by step" }, { "slug": "research-agents-helpers-that-read-in-the-background", "heading": "Research agents: helpers that read in the background" }, { "slug": "documents-the-assistant-writes-word-pdf-and-exact-layout-sheets", "heading": "Documents the assistant writes: Word, PDF and exact-layout sheets" }, { "slug": "leaving-a-chat-while-the-assistant-works-background-work-and-notifications", "heading": "Leaving a chat while the assistant works — background work and notifications" }, { "slug": "long-conversations-the-context-ring-and-summaries", "heading": "Long conversations — the context ring and summaries" }, { "slug": "sending-a-message-with-a-weak-connection-your-message-was-not-sent", "heading": "Sending a message with a weak connection — \"Your message was not sent\"" }, { "slug": "how-to-create-a-project-from-the-chat", "heading": "How to create a project from the chat" }, { "slug": "attaching-photos-and-files-to-your-message", "heading": "Attaching photos and files to your message" }, { "slug": "voice-dictation-talk-instead-of-typing", "heading": "Voice dictation — talk instead of typing" }, { "slug": "thinking-mode-deeper-answers-for-harder-questions", "heading": "Thinking mode — deeper answers for harder questions" }, { "slug": "mentioning-members-with-and-assets-with", "heading": "Mentioning members with @ and assets with #" }, { "slug": "copy-feedback-and-regenerate", "heading": "Copy, feedback, and regenerate" }, { "slug": "chat-history-finding-past-conversations", "heading": "Chat history — finding past conversations" }, { "slug": "quick-prompts-on-a-new-chat", "heading": "Quick prompts on a new chat" }, { "slug": "the-assistant-respects-your-permissions", "heading": "The assistant respects your permissions" }, { "slug": "chat-not-responding-troubleshooting", "heading": "Chat not responding — troubleshooting" } ], "keywords": [ "chat", "assistant", "ai", "home screen", "landing screen", "ask questions", "copilot", "start screen", "header", "project chip", "switch project", "new chat", "compose", "notification badge", "project picker", "join project", "hamburger", "choose assistant", "switch agent", "change assistant", "assistant picker", "agent picker", "about this assistant", "what can this assistant do", "capability card", "default assistant", "beta", "assistants list", "commissioning assistant", "general assistant", "my workspace assistant", "getting started assistant", "which assistant", "agents", "layouts in chat", "project administration in chat", "ask question", "send message", "streaming", "stop generation" ] }, { "slug": "documents", "title": "Documents", "lastUpdated": "2026-09-19", "version": 3, "words": 1122, "sections": [ { "slug": "what-are-documents", "heading": "What are documents" }, { "slug": "opening-the-documents-screen", "heading": "Opening the Documents screen" }, { "slug": "documents-screen-layout", "heading": "Documents screen layout" }, { "slug": "navigating-folders-breadcrumbs-and-the-back-button", "heading": "Navigating folders — breadcrumbs and the back button" }, { "slug": "search-documents", "heading": "Search documents" }, { "slug": "sort-documents", "heading": "Sort documents" }, { "slug": "list-view-and-grid-view", "heading": "List view and grid view" }, { "slug": "create-a-new-folder", "heading": "Create a new folder" }, { "slug": "upload-a-document", "heading": "Upload a document" }, { "slug": "document-and-folder-actions-rename-delete-versions", "heading": "Document and folder actions (rename, delete, versions)" }, { "slug": "document-versions", "heading": "Document versions" }, { "slug": "open-and-view-a-document", "heading": "Open and view a document" }, { "slug": "item-moved-to-trash-by-someone-else", "heading": "Item moved to Trash by someone else" }, { "slug": "pull-to-refresh", "heading": "Pull to refresh" }, { "slug": "who-can-do-what-in-documents", "heading": "Who can do what in Documents" }, { "slug": "no-project-empty-state", "heading": "No project — empty state" }, { "slug": "documents-not-loading-troubleshooting", "heading": "Documents not loading — troubleshooting" } ], "keywords": [ "documents", "files", "folder", "upload", "pdf", "project files", "repository", "file storage", "documentation", "evidence", "open documents", "navigate documents", "documents screen", "hamburger", "menu", "drawer", "go to documents", "documents.read", "my files", "personal files", "layout", "documents list", "header", "breadcrumb", "search", "sort", "list view", "grid view", "toggle", "file", "actions menu", "folder navigation", "enter folder", "go back", "folder tree", "navigate folders", "parent folder", "root", "android back button", "search documents" ] }, { "slug": "home", "title": "Home — project insights", "lastUpdated": "2026-09-19", "version": 2, "words": 372, "sections": [ { "slug": "what-is-the-home-insights-screen", "heading": "What is the Home insights screen" }, { "slug": "choosing-the-chart-colours-app-palette-vs-project-status-colours", "heading": "Choosing the chart colours — app palette vs project status colours" }, { "slug": "refreshing-the-insights", "heading": "Refreshing the insights" }, { "slug": "no-project-yet-empty-state", "heading": "No project yet — empty state" }, { "slug": "drilling-into-the-numbers-use-the-web-app", "heading": "Drilling into the numbers — use the web app" }, { "slug": "who-can-see-home-insights-permissions", "heading": "Who can see Home insights — permissions" } ], "keywords": [ "home", "insights", "dashboard", "kpi", "overview", "project stats", "charts", "issue velocity", "open issues", "completion rate", "asset status", "chart colors", "chart colours", "colour source", "app palette", "project status colours", "customize charts", "header menu", "three dots", "refresh", "pull to refresh", "reload stats", "update charts", "sync", "swipe down", "stale data", "no project", "empty state", "join a project", "invite code", "empty home", "nothing to show", "drill down", "details", "web only", "click chart", "underlying data", "see more", "open on web", "permissions" ] }, { "slug": "issues", "title": "Issues", "lastUpdated": "2026-09-19", "version": 3, "words": 1712, "sections": [ { "slug": "what-is-an-issue", "heading": "What is an issue" }, { "slug": "opening-the-issues-screen", "heading": "Opening the Issues screen" }, { "slug": "issues-list-layout", "heading": "Issues list layout" }, { "slug": "search-issues", "heading": "Search issues" }, { "slug": "filter-and-sort-issues", "heading": "Filter and sort issues" }, { "slug": "pull-to-refresh-and-infinite-scroll", "heading": "Pull to refresh and infinite scroll" }, { "slug": "create-a-new-issue", "heading": "Create a new issue" }, { "slug": "create-issue-field-guidance", "heading": "Create issue field guidance" }, { "slug": "open-and-view-an-issue", "heading": "Open and view an issue" }, { "slug": "edit-issue-title-and-description", "heading": "Edit issue title and description" }, { "slug": "change-status-priority-type-or-assignee", "heading": "Change status, priority, type, or assignee" }, { "slug": "set-a-due-date", "heading": "Set a due date" }, { "slug": "how-to-set-an-issue-s-location-and-show-it-on-the-map", "heading": "How to set an issue's location and show it on the map" }, { "slug": "add-attachments-to-an-issue", "heading": "Add attachments to an issue" }, { "slug": "add-a-comment-to-an-issue", "heading": "Add a comment to an issue" }, { "slug": "issue-history-feed", "heading": "Issue history feed" }, { "slug": "delete-an-issue", "heading": "Delete an issue" }, { "slug": "opening-an-issue-from-a-notification", "heading": "Opening an issue from a notification" }, { "slug": "who-can-edit-issues-how-permissions-work", "heading": "Who can edit issues — how permissions work" }, { "slug": "no-project-empty-state", "heading": "No project — empty state" } ], "keywords": [ "issue", "what is issue", "definition", "problem", "task", "defect", "request", "work item", "track", "tracking", "open issues", "navigate to issues", "issues screen", "hamburger", "menu", "drawer", "navigate", "count badge", "layout", "issues list", "header", "count", "search bar", "filter chips", "issue card", "status color", "collapsing header", "glass header", "search issues", "find issue", "search by title", "text search", "clear search", "filter issues", "filter by status", "filter by priority", "filter by type", "filter by assignee", "created by", "sort issues" ] }, { "slug": "layouts", "title": "Layouts", "lastUpdated": "2026-09-10", "version": 1, "words": 959, "sections": [ { "slug": "what-are-layouts-on-mobile", "heading": "What are layouts on mobile" }, { "slug": "the-layouts-list-and-creating-a-layout-from-the-phone", "heading": "The layouts list and creating a layout from the phone" }, { "slug": "moving-around-the-3d-plan", "heading": "Moving around the 3D plan" }, { "slug": "status-markers-issue-pins-and-layers", "heading": "Status markers, issue pins and layers" }, { "slug": "tapping-equipment-pins-rooms-and-routes", "heading": "Tapping equipment, pins, rooms and routes" }, { "slug": "pinning-an-issue-from-the-field-add-move-remove", "heading": "Pinning an issue from the field (add, move, remove)" }, { "slug": "live-updates-and-working-alongside-the-assistant", "heading": "Live updates and working alongside the assistant" }, { "slug": "layouts-troubleshooting-on-mobile", "heading": "Layouts troubleshooting on mobile" } ], "keywords": [ "layout", "layouts", "3d plan", "floor plan", "site plan", "what is a layout", "LY-", "mobile layouts", "module off", "layouts list", "new layout", "create layout", "layout card", "LY number", "pull to refresh", "layouts.create", "assistant builds layout", "orbit", "rotate", "pinch zoom", "pan", "top view", "3d view", "fit", "lower walls", "walls cut", "see inside", "navigate 3d", "gestures", "status marker", "gem", "asset status", "issue pin", "pin colour", "layers", "x-ray", "hide routes", "asset id labels", "room areas", "tap equipment" ] }, { "slug": "login", "title": "Sign in & Authentication", "lastUpdated": "2026-09-19", "version": 3, "words": 1117, "sections": [ { "slug": "how-to-sign-in", "heading": "How to sign in" }, { "slug": "remember-email", "heading": "Remember email" }, { "slug": "show-or-hide-password", "heading": "Show or hide password" }, { "slug": "caps-lock-warning", "heading": "Caps Lock warning" }, { "slug": "forgot-password-reset-your-password", "heading": "Forgot password — reset your password" }, { "slug": "email-not-confirmed-verify-your-email", "heading": "Email not confirmed — verify your email" }, { "slug": "common-sign-in-errors", "heading": "Common sign-in errors" }, { "slug": "security-tips-for-sign-in", "heading": "Security tips for sign-in" }, { "slug": "two-factor-authentication-2fa-verification-at-sign-in", "heading": "Two-factor authentication (2FA) verification at sign-in" }, { "slug": "resend-2fa-email-code", "heading": "Resend 2FA email code" }, { "slug": "too-many-wrong-2fa-codes-the-15-minute-lock", "heading": "Too many wrong 2FA codes — the 15-minute lock" }, { "slug": "using-a-backup-code-at-sign-in", "heading": "Using a backup code at sign-in" }, { "slug": "reset-password-screen", "heading": "Reset password screen" } ], "keywords": [ "sign in", "login", "how to login", "how to sign in", "steps", "email", "password", "tap", "credentials", "access", "open app", "authenticate", "remember email", "save email", "autofill email", "pre-fill", "toggle", "store email", "device", "convenience", "show password", "hide password", "eye icon", "reveal password", "toggle password", "visible password", "caps lock", "capital letters", "case sensitive", "password warning", "uppercase", "keyboard", "wrong password", "forgot password", "reset password", "lost password", "password reset", "change password", "reset link", "email link" ] }, { "slug": "maps", "title": "Map", "lastUpdated": "2026-09-19", "version": 1, "words": 1965, "sections": [ { "slug": "what-is-the-map-on-mobile-and-how-to-open-it", "heading": "What is the Map on mobile and how to open it" }, { "slug": "what-the-pins-lines-and-colours-mean", "heading": "What the pins, lines and colours mean" }, { "slug": "the-map-buttons-grouping-basemap-fit-all-pins-and-my-location", "heading": "The map buttons: grouping, basemap, fit all pins and my location" }, { "slug": "how-to-search-and-see-what-is-nearby", "heading": "How to search and see what is nearby" }, { "slug": "how-to-filter-the-map", "heading": "How to filter the map" }, { "slug": "the-pin-card-details-issues-and-directions", "heading": "The pin card: details, issues and directions" }, { "slug": "lines-and-routes-on-the-phone", "heading": "Lines and routes on the phone" }, { "slug": "how-to-add-a-site-a-building-or-an-asset-from-the-phone", "heading": "How to add a site, a building or an asset from the phone" }, { "slug": "how-to-move-a-pin-or-use-your-own-position", "heading": "How to move a pin or use your own position" }, { "slug": "how-to-record-a-route-by-walking-it-walk-this-span", "heading": "How to record a route by walking it (Walk this span)" }, { "slug": "what-is-only-on-the-web", "heading": "What is only on the web" }, { "slug": "permissions-and-map-troubleshooting-on-mobile", "heading": "Permissions and Map troubleshooting on mobile" } ], "keywords": [ "map", "maps", "mobile map", "open the map", "what is the map", "assets on a map", "sites and buildings", "map in the drawer", "pins", "pin colours", "what do the pins mean", "blue dot", "donut", "group of pins", "line on the map", "colour by", "color by", "red and green pins", "my location", "satellite", "basemap", "fit all pins", "group pins", "location access", "location permission", "open settings", "map buttons", "search the map", "nearby", "closest to me", "what is near me", "use my location", "distance to asset", "find an asset on the map", "find a building", "filter the map", "filters", "layers", "with open issues", "status filter" ] }, { "slug": "navigation", "title": "Navigation & App Basics", "lastUpdated": "2026-10-03", "version": 4, "words": 1946, "sections": [ { "slug": "how-to-open-and-close-the-navigation-drawer", "heading": "How to open and close the navigation drawer" }, { "slug": "what-is-in-the-navigation-drawer", "heading": "What is in the navigation drawer" }, { "slug": "the-sync-row-in-the-drawer", "heading": "The Sync row in the drawer" }, { "slug": "the-main-sections-of-the-app", "heading": "The main sections of the app" }, { "slug": "where-are-profile-security-support-and-legal", "heading": "Where are Profile, Security, Support and Legal?" }, { "slug": "the-notification-bell-and-its-badge", "heading": "The notification bell and its badge" }, { "slug": "chat-history-in-the-drawer", "heading": "Chat history in the drawer" }, { "slug": "the-chat-header-menu-project-chip-bell-and-new-chat", "heading": "The chat header — menu, project chip, bell, and new chat" }, { "slug": "switching-projects", "heading": "Switching projects" }, { "slug": "contact-support-submit-a-ticket", "heading": "Contact support — submit a ticket" }, { "slug": "support-website-and-email", "heading": "Support website and email" }, { "slug": "reading-the-terms-of-service-and-privacy-policy", "heading": "Reading the Terms of Service and Privacy Policy" }, { "slug": "sign-out", "heading": "Sign out" }, { "slug": "floating-glass-headers-and-collapsing-search-bars", "heading": "Floating glass headers and collapsing search bars" }, { "slug": "bottom-sheets-how-detail-and-picker-panels-work", "heading": "Bottom sheets — how detail and picker panels work" }, { "slug": "pull-to-refresh-and-infinite-scroll", "heading": "Pull to refresh and infinite scroll" }, { "slug": "dark-mode-and-language", "heading": "Dark mode and language" }, { "slug": "using-the-app-on-a-tablet", "heading": "Using the app on a tablet" }, { "slug": "app-not-responding-or-showing-an-error", "heading": "App not responding or showing an error" } ], "keywords": [ "drawer", "navigation", "side drawer", "hamburger menu", "menu", "open menu", "close menu", "swipe drawer", "edge swipe", "nav", "navigation menu", "main menu", "drawer contents", "project card", "profile card", "module list", "map and layouts rows", "chat history", "where is notifications", "drawer layout", "navigation items", "menu items", "sync row", "sync screen", "where is sync", "open sync", "sync badge", "pending changes", "unsent changes", "work offline", "no signal", "number next to sync", "main sections", "chat", "home", "issues", "rfis", "planner", "scripts", "assets" ] }, { "slug": "notifications", "title": "Notifications", "lastUpdated": "2026-09-19", "version": 2, "words": 907, "sections": [ { "slug": "the-notifications-inbox-what-it-shows", "heading": "The notifications inbox — what it shows" }, { "slug": "badge-vs-unread-what-clears-what", "heading": "Badge vs unread — what clears what" }, { "slug": "filtering-unread-and-marking-all-read", "heading": "Filtering unread and marking all read" }, { "slug": "tapping-a-notification-project-switch-and-deep-links", "heading": "Tapping a notification — project switch and deep links" }, { "slug": "announcements", "heading": "Announcements" }, { "slug": "notifications-for-web-only-features-continue-on-web", "heading": "Notifications for web-only features — continue on web" }, { "slug": "notification-settings-choosing-what-you-receive-and-where", "heading": "Notification settings — choosing what you receive and where" }, { "slug": "how-to-enable-push-notifications", "heading": "How to enable push notifications" }, { "slug": "how-push-notifications-behave", "heading": "How push notifications behave" }, { "slug": "not-receiving-push-notifications-troubleshooting", "heading": "Not receiving push notifications — troubleshooting" } ], "keywords": [ "notifications", "inbox", "notification center", "grouped by project", "general group", "announcements", "unseen badge", "open notifications", "bell icon", "where are notifications", "see all", "badge", "unseen", "unread", "bold rows", "clear badge", "app icon badge", "seen vs read", "badge count", "what clears the badge", "unread filter", "all unread toggle", "mark all read", "mark as read", "segmented control", "filter notifications", "clear unread", "tap notification", "deep link", "auto switch project", "open issue", "open activity", "open chat", "answer ready", "approval needed", "navigate", "jump to item", "notification link", "system announcement", "read announcement" ] }, { "slug": "planner", "title": "Planner", "lastUpdated": "2026-09-19", "version": 2, "words": 1628, "sections": [ { "slug": "what-is-the-planner-calendar", "heading": "What is the planner calendar" }, { "slug": "how-to-open-the-planner-and-switch-between-month-week-and-day-views", "heading": "How to open the planner and switch between month, week, and day views" }, { "slug": "reading-the-month-view", "heading": "Reading the month view" }, { "slug": "reading-the-week-view", "heading": "Reading the week view" }, { "slug": "reading-the-day-view-all-day-band-hour-rail-and-now-line", "heading": "Reading the day view — all-day band, hour rail, and now-line" }, { "slug": "how-to-create-an-activity", "heading": "How to create an activity" }, { "slug": "tasks-milestones-and-groups-what-s-the-difference", "heading": "Tasks, milestones, and groups — what's the difference" }, { "slug": "how-to-view-and-edit-an-activity", "heading": "How to view and edit an activity" }, { "slug": "drag-an-activity-to-reschedule-it", "heading": "Drag an activity to reschedule it" }, { "slug": "all-day-vs-timed-activities-setting-times", "heading": "All-day vs timed activities — setting times" }, { "slug": "how-to-set-reminders-on-an-activity", "heading": "How to set reminders on an activity" }, { "slug": "assigning-an-activity-to-a-person-or-group", "heading": "Assigning an activity to a person or group" }, { "slug": "opening-activities-from-notifications", "heading": "Opening activities from notifications" }, { "slug": "gantt-chart-dependencies-and-bulk-edits-are-on-the-web", "heading": "Gantt chart, dependencies, and bulk edits are on the web" }, { "slug": "who-can-use-the-planner-permissions", "heading": "Who can use the planner — permissions" }, { "slug": "planner-not-loading-or-empty-troubleshooting", "heading": "Planner not loading or empty — troubleshooting" } ], "keywords": [ "planner", "calendar", "schedule", "what is planner", "activities", "tasks", "milestones", "plan", "timeline", "project schedule", "open planner", "switch view", "month view", "week view", "day view", "today button", "navigate calendar", "next month", "previous week", "view range", "month grid", "dots", "day cell", "agenda", "selected day", "monday first", "calendar grid", "monthly", "weekly agenda", "week schedule", "day sections", "drag card", "reschedule week", "this week", "all-day band", "hour rail", "now line", "red line", "timed blocks", "week strip" ] }, { "slug": "profile", "title": "Profile & Account Settings", "lastUpdated": "2026-09-19", "version": 3, "words": 959, "sections": [ { "slug": "opening-your-profile", "heading": "Opening your profile" }, { "slug": "profile-screen-overview", "heading": "Profile screen overview" }, { "slug": "update-or-remove-your-avatar-profile-photo", "heading": "Update or remove your avatar (profile photo)" }, { "slug": "photo-library-permission", "heading": "Photo library permission" }, { "slug": "update-your-name-email-and-phone-number", "heading": "Update your name, email, and phone number" }, { "slug": "change-the-app-language", "heading": "Change the app language" }, { "slug": "change-your-password", "heading": "Change your password" }, { "slug": "dark-mode-change-the-app-appearance", "heading": "Dark mode — change the app appearance" }, { "slug": "security-and-sessions-where-to-manage-2fa-and-devices", "heading": "Security and sessions — where to manage 2FA and devices" }, { "slug": "legal-terms-of-service-and-privacy-policy", "heading": "Legal — Terms of Service and Privacy Policy" }, { "slug": "support-contact-the-support-team", "heading": "Support — contact the support team" }, { "slug": "sign-out", "heading": "Sign out" }, { "slug": "delete-your-account-danger-zone", "heading": "Delete your account — Danger zone" }, { "slug": "profile-update-errors", "heading": "Profile update errors" } ], "keywords": [ "open profile", "profile screen", "account settings", "my profile", "settings", "hamburger", "drawer", "profile card", "navigate profile", "profile overview", "profile sections", "avatar", "profile details", "change password", "appearance", "desktop control", "security", "legal", "support", "sign out", "danger zone", "profile photo", "profile picture", "upload photo", "change photo", "upload avatar", "remove avatar", "photo library", "initials", "delete photo", "photo library permission", "media access", "photos permission", "ios permission", "android permission", "allow photos", "settings permission", "privacy", "update name", "change name" ] }, { "slug": "projects", "title": "Projects — Join & Switch (Mobile)", "lastUpdated": "2026-09-19", "version": 3, "words": 1085, "sections": [ { "slug": "creating-a-project-web-app-required", "heading": "Creating a project — web app required" }, { "slug": "how-to-create-a-project-from-the-web-app", "heading": "How to create a project from the web app" }, { "slug": "join-a-project-with-an-invite-code", "heading": "Join a project with an invite code" }, { "slug": "invite-code-errors", "heading": "Invite code errors" }, { "slug": "the-project-picker-switch-or-join-from-the-drawer-or-the-chat-header", "heading": "The project picker — switch or join from the drawer or the chat header" }, { "slug": "what-happens-when-you-switch-projects", "heading": "What happens when you switch projects" }, { "slug": "what-you-can-do-with-projects-on-mobile", "heading": "What you can do with projects on mobile" }, { "slug": "personal-workspace-on-mobile-my-workspace", "heading": "Personal workspace on mobile (My Workspace)" }, { "slug": "no-project-yet-empty-states", "heading": "No project yet — empty states" } ], "keywords": [ "create project", "new project", "mobile", "web app required", "web only", "cannot create project", "steps", "basics", "starter template", "web app", "project code", "client company", "draft", "invite code", "join project", "project invite", "8 character code", "join with code", "enter invite", "paste code", "code boxes", "project access", "invitation", "invite error", "invalid code", "expired invite", "already member", "wrong email", "rate limit", "archived project", "code not working", "project picker", "switch project", "change project", "project list", "project chip", "project card", "chat header", "select project", "join project row" ] }, { "slug": "rfis", "title": "RFIs", "lastUpdated": "2026-10-03", "version": 2, "words": 1136, "sections": [ { "slug": "what-is-an-rfi", "heading": "What is an RFI" }, { "slug": "opening-the-rfis-screen-and-browsing-the-list", "heading": "Opening the RFIs screen and browsing the list" }, { "slug": "search-filter-and-sort-rfis", "heading": "Search, filter, and sort RFIs" }, { "slug": "how-to-create-an-rfi", "heading": "How to create an RFI" }, { "slug": "viewing-an-rfi-the-detail-sheet", "heading": "Viewing an RFI — the detail sheet" }, { "slug": "the-official-response-setting-and-clearing-it", "heading": "The official response — setting and clearing it" }, { "slug": "response-needed-by-due-dates-and-overdue-rfis", "heading": "Response needed by — due dates and overdue RFIs" }, { "slug": "watchers-keeping-people-in-the-loop", "heading": "Watchers — keeping people in the loop" }, { "slug": "changing-an-rfi-s-status", "heading": "Changing an RFI's status" }, { "slug": "commenting-on-an-rfi", "heading": "Commenting on an RFI" }, { "slug": "who-can-do-what-on-rfis-permissions", "heading": "Who can do what on RFIs — permissions" }, { "slug": "rfis-not-loading-or-missing-actions-troubleshooting", "heading": "RFIs not loading or missing actions — troubleshooting" } ], "keywords": [ "rfi", "what is an rfi", "request for information", "question", "official response", "clarification", "formal question", "open rfis", "rfi list", "browse rfis", "navigate", "drawer", "infinite scroll", "pull to refresh", "total count", "search rfis", "filter rfis", "filter by status", "filter by priority", "filter by type", "filter by assignee", "created by", "sort", "sort & filter", "filter sheet", "chips", "find rfi", "create rfi", "new rfi", "raise rfi", "plus button", "rfis.create", "add rfi", "ask question", "submit rfi", "required fields", "attach photo", "assign rfi", "view rfi", "rfi detail" ] }, { "slug": "scripts", "title": "Scripts", "lastUpdated": "2026-10-03", "version": 3, "words": 2323, "sections": [ { "slug": "what-are-scripts", "heading": "What are scripts" }, { "slug": "opening-the-scripts-screen-and-finding-a-script", "heading": "Opening the Scripts screen and finding a script" }, { "slug": "why-there-is-no-create-button-on-mobile", "heading": "Why there is no create button on mobile" }, { "slug": "the-script-runner-layout", "heading": "The script runner — layout" }, { "slug": "filling-in-results-data-fields-and-notes", "heading": "Filling in results, data fields, and notes" }, { "slug": "attaching-evidence-photos-and-files", "heading": "Attaching evidence — photos and files" }, { "slug": "signatures-draw-to-sign", "heading": "Signatures — draw to sign" }, { "slug": "completing-signing-off-and-reopening-a-script", "heading": "Completing, signing off, and reopening a script" }, { "slug": "autosave-and-live-updates-from-teammates", "heading": "Autosave and live updates from teammates" }, { "slug": "working-offline-running-a-script-with-no-signal", "heading": "Working offline — running a script with no signal" }, { "slug": "keeping-scripts-on-your-phone-before-going-to-a-site-with-no-signal", "heading": "Keeping scripts on your phone before going to a site with no signal" }, { "slug": "the-sync-screen-what-is-still-waiting-to-be-sent", "heading": "The Sync screen — what is still waiting to be sent" }, { "slug": "needs-attention-conflicts-and-items-that-could-not-be-sent", "heading": "Needs attention — conflicts and items that could not be sent" }, { "slug": "completed-scripts-are-locked", "heading": "Completed scripts are locked" }, { "slug": "who-can-see-and-execute-scripts-permissions", "heading": "Who can see and execute scripts — permissions" }, { "slug": "script-won-t-save-or-complete-troubleshooting", "heading": "Script won't save or complete — troubleshooting" } ], "keywords": [ "scripts", "what are scripts", "test script", "checklist", "procedure", "commissioning", "inspection", "execution", "acceptance test", "open scripts", "scripts list", "search scripts", "status chips", "filter scripts", "progress bar", "find script", "pull to refresh", "create script", "no create button", "why can't I create", "web only", "author scripts", "missing plus button", "new script", "script runner", "runner layout", "sections", "sticky headers", "progress", "bottom bar", "next section", "items", "fill results", "pass fail", "data fields", "readings", "enter values", "notes", "record data", "measurements" ] }, { "slug": "security", "title": "Security — Two-Factor Authentication & Active Sessions", "lastUpdated": "2026-09-19", "version": 3, "words": 1113, "sections": [ { "slug": "opening-the-security-screen", "heading": "Opening the Security screen" }, { "slug": "what-is-two-factor-authentication", "heading": "What is two-factor authentication" }, { "slug": "set-up-authenticator-app-totp", "heading": "Set up authenticator app (TOTP)" }, { "slug": "set-up-email-otp-one-time-password", "heading": "Set up email OTP (one-time password)" }, { "slug": "backup-codes-save-and-share-them-securely", "heading": "Backup codes — save and share them securely" }, { "slug": "regenerate-backup-codes", "heading": "Regenerate backup codes" }, { "slug": "disable-authenticator-app", "heading": "Disable authenticator app" }, { "slug": "disable-email-otp", "heading": "Disable email OTP" }, { "slug": "two-factor-authentication-status", "heading": "Two-factor authentication status" }, { "slug": "active-sessions-see-where-you-are-signed-in", "heading": "Active sessions — see where you are signed in" }, { "slug": "opening-the-active-sessions-screen", "heading": "Opening the Active sessions screen" }, { "slug": "sign-out-a-single-device-revoke-session", 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"how-to-accept-or-reject-all-changes-at-once", "heading": "How to accept or reject all changes at once" }, { "slug": "how-to-undo-a-change-that-was-applied-directly", "heading": "How to undo a change that was applied directly" }, { "slug": "the-approval-card-approving-or-declining-pending-actions", "heading": "The approval card — approving or declining pending actions" }, { "slug": "attachments-voice-input-and-mentions", "heading": "Attachments, voice input, and mentions" }, { "slug": "citations-opening-issues-assets-and-documents-from-a-chat", "heading": "Citations — opening issues, assets, and documents from a chat" }, { "slug": "the-account-view", "heading": "The account view" }, { "slug": "how-to-contact-support-from-the-pane", "heading": "How to contact support from the pane" }, { "slug": "permissions-the-assistant-respects-your-project-role", "heading": "Permissions — the assistant respects your project role" }, { "slug": "troubleshooting-the-assistant-in-word", "heading": 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