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Ask questions and view help sources in the sidebar

Use the in-app help assistant to ask questions about the product and quickly open the underlying help articles in the sidebar or full documentation site.

Audience

This guide is designed for project manager.

Steps

Step 1: Open the help assistant

Open the help panel in your app so you can see the question box and recent answers from the assistant.

Open the help assistant

Step 2: Ask your question

Type your question into the help input field (for example, how to manage people on a project) and submit it to the assistant.

Ask your question

Step 3: Review the answer and its sources

Read the assistant’s reply and look at the list of Sources shown underneath, which include the help topics the answer is based on.

Review the answer and its sources

Step 4: Open a source in the help sidebar

Click the source pill or title button to open that specific help topic directly in the in-app help sidebar, without leaving your current page.

Open a source in the help sidebar

Step 5: Open the full documentation page

Select the external link icon next to a source to open the full documentation article in a new browser tab on the docs site.

Open the full documentation page


Last updated: 2026-02-04