Envisage Support

Creating Task Templates

Use Case: Task Template

Getting Started

Introduction

Welcome to Envisage

Envisage Overview

Configuring Your Organization

Inviting Your Team

There are several required fields used throughout Envisage. In order to meaningfully track a project, these fields must first be populated with data. These fields include things like client, project type, departments, etc. Some of these fields are pre-populated to aid in getting started, but the information in the following articles will act as a guide for reference.

Entering & Seeding Data

Adding Clients

Adding Component Categories

Adding Component Types

Adding Departments

Assigning Users to Departments

Adding Issue Types

Adding Link Types

Adding Pipeline Steps

Adding Project Types

Adding Skills

Adding Statuses

Adding Work Order Categories

Adding Work Order Types

Starting a Project

Creating Projects

Creating Budgets & Bids

General Info

Glossary

Iconography

Staging

Creating Components

Creating Tasks

How-Tos

How-To: Link GitHub Organization

How-To: Bulk Edit

Navigating Envisage

Navigating Workspace

Navigating Projects

Frequently Asked Questions (FAQs)

Shortcuts

Envisage Help Center

Help Center

Improved

Maintenance update

Promotional

Service

Mobile

envisage

In Review

Planned

In Progress

Completed

Rejected

High Priority

Low Priority

Backlog

Next up

Done

Main Roadmap

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