Open contextual help panel
Use the contextual help button or keyboard shortcut to open or close the onboarding help side panel while you work.
This guide is designed for project manager.
Steps
Step 1: Locate the contextual help button
Find the book icon button (contextual help) in the application header or toolbar; if a small red dot appears on the icon, there is onboarding guidance available for your current screen.
Step 2: Open the contextual help side panel
Select the contextual help button, or press Ctrl+/ (Cmd+/ on Mac), to open the help side panel and view relevant onboarding content for the page you are on.
Step 3: Review available onboarding guidance
Read through the help content in the side panel to understand the next recommended actions; as you complete steps, your overall onboarding completion percentage will increase.
Step 4: Close the contextual help side panel
When you have finished reviewing the guidance, select the contextual help button again, or press Ctrl+/ (Cmd+/ on Mac), to close the help side panel.
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Last updated: 2025-12-28