Use the in-app help panel
Open the contextual help panel to read task documentation, follow step-by-step guidance and access additional help while working on a project.
This guide is designed for project manager.
Steps
Step 1: Open the help panel
Click the help button or icon in the application header or toolbar to open the help panel on the right-hand side of the screen; the panel will load help content relevant to the page or task you are currently working on.
Step 2: Review task documentation
In the help panel, read through the loaded task documentation, including any headings, bullet points and embedded images, to understand how to complete the current task within your project.
Step 3: Navigate back to previous topics
If you have followed links to other help topics, use the Back control in the help panel to return to the previous help topic without closing the panel.
Step 4: Open external help links
Where available, select links in the documentation to open additional guidance or reference material in a new browser tab, allowing you to keep the current project view open.
Step 5: Ask questions in the Q&A section
Use the help Q&A area within the panel to submit questions related to the current task and review suggested answers, so you can clarify specific points without leaving the page.
Step 6: Close the help panel
When you have finished, select the close icon at the top of the panel to hide the help and return to a full-width view of your project workspace.
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Last updated: 2026-02-28