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Where to begin

The page answers the question: “In what order should I read the manual and what should I do in the cabinet first”. Find your situation in the table and follow the given order.

What you need before the first sign-in​

WhatWhere to get itWhat for
The cabinet addressFrom the administrator or managerTo open the cabinet in a browser
A login and passwordFrom the administrator. The account is created in the Keycloak sign-in systemTo sign in to the cabinet
A modern browserChrome, Edge, Firefox, or Safari of recent versionsCorrect operation of screens, card dragging, and notifications
Access to the company network or VPNIf the administrator said it is neededOpening the cabinet and the sign-in page
Note

The password is entered not in Assist but on the Keycloak page. Assist does not receive or store the password. More: “Sign-in, password, and security”.

Choose your role​

I am an assignee: I will be given tasks​

Your goal: see your tasks, move them through stages, and log hours.

  1. Quick start — 15 minutes, the first sign-in and first actions.
  2. Core concepts and relations — what a project, release, task, and track are.
  3. Interface layout — menu, header, tables, forms.
  4. Processes: first sign-in, the working day, working with tasks, time tracking, notification setup.
  5. Screens: “My work”, “Task card”, “My tracks”.

I am a project manager: I run a project and a team​

Your goal: create a project, plan a release and people, follow the course of work, and close a release.

  1. Everything from the assignee list, up to and including item 3.
  2. Processes: creating a project, planning a release, planning people, weekly review, closing a release.
  3. Screens: “Projects”, project scope, “Releases”, “Resources”, “Workload”, reports.
  4. Reference: stages and transitions, rules and limits.

I am an administrator: I configure the cabinet​

Your goal: prepare the cabinet for the team's work: roles, people, processes, fields, notification channels.

  1. Core concepts and relations and “Roles and access”.
  2. Processes in order: initial setup, users and roles, configuring workflows, custom fields, integrations, employee offboarding.
  3. Screens of the “Administration” section: workflows, task types, work types, users, custom fields, roles, audit log, notification transports.
  4. Reference: permission matrix, rules and limits.

I am a manager and I need reports​

  1. Core concepts and relations.
  2. Weekly review.
  3. Screens: “Track hours”, “Time allocation”, “Resources. Plan–fact”, “Workload”.

I develop an integration​

  1. Integrations: keys, REST, MCP, webhook.
  2. Reference: API and integrations.
  3. Screens: API keys, your notification settings.

If you have never worked with similar systems​

Read in this order, skipping nothing:

  1. How to use this manual.
  2. What Assist is.
  3. Core concepts and relations.
  4. Quick start.
  5. Interface layout.

After that, move on to the processes of your role. Keep the glossary open in a separate browser tab: “Glossary”.

What to start with in the cabinet on the first day​

  1. Sign in to the cabinet (the steps are in the quick start).
  2. Open the My work page. This is the start page: it collects the tasks assigned to you.
  3. If there are no tasks, contact the project manager: they assign tasks to you.
  4. Open the profile and check your data: “Profile”.
  5. Connect notifications: “Your notification settings”.