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Use in-app help and guidance

Learn how to open contextual help so you can quickly find guidance relevant to what you are doing in the application.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the help panel​

Select the help icon in the application frame to open the contextual help panel on the side of the screen.

Open the help panel

Step 2: Review the suggested help topic​

Check the topic automatically suggested based on the area of the app you are currently using, and read the guidance shown in the panel.

Review the suggested help topic

Step 3: Switch to a different help topic​

Use the topic list or navigation controls within the help panel to move to other help topics that are more relevant to your current task.

Switch to a different help topic

Step 4: Close the help panel​

When you have finished, close the help panel using its close control to return to your full workspace.

Close the help panel

Last updated: 2025-12-28