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Use the in-app help panel

Open the contextual help panel, search for guidance, and read task-specific documentation while working in a project.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the help panel​

Select the help button or link in the interface to open the help panel on the side of the screen; the panel will load contextual guidance for the area you are viewing.

Open the help panel

Step 2: View task-specific guidance​

When the panel opens, review the loaded task documentation, including any text and images that explain how to complete the task you are currently working on.

View task-specific guidance

Step 3: Search for other help topics​

Enter keywords in the help search box to find other relevant topics; the panel will automatically show matching search results as you type.

Search for other help topics

Step 4: Open a help topic from search results​

Choose a result from the list to load its full documentation in the panel, replacing the previous topic so you can follow the new guidance.

Open a help topic from search results

Step 5: Navigate back to previous help content​

Use the back control in the help panel to return to the previous topic you viewed, allowing you to compare or revisit earlier guidance.

Navigate back to previous help content

Step 6: Close the help panel​

When you have finished, close the help panel so you can continue working with the full workspace visible.

Close the help panel

Last updated: 2026-07-06