COLLTY HELP CENTER
What are you trying to do?
Learn how to organize your company, design processes, connect teams and run work with agents and your existing tools.
Choose a project card to open its available applications. Project management holds the overview and team; Project Workspace holds the tasks and work products.
YOUR WORKING CONTEXT
Company or My Workspace?
Use the same account for both. Your responsibilities determine what you can see and manage.
Organize a company or agency: processes, projects, teams, agents and finances within your assigned scope. Select the company first.
Manage your own work as an employee or independent specialist: invitations, project participation, tasks, onboarding and professional profile.
Project Workspace is the task application inside a project. Open it from a project card in either workspace when you have access.
START BY OUTCOME
Choose a path
Begin with what you need to accomplish, not with the name of a feature.
Choose a starting point, prepare the team and set the project’s dates.
Use Business Architect to connect domains, processes, responsibilities and delivery.
Build the team, set project defaults and manage delivery in Workspace.
Connect actions, choose a schedule and map data from your connected apps.
Keep decisions, guides and playbooks in the right project or team space.
Set responsibilities, follow your personal path and resolve launch questions.
Choose company scope, filter events and show or hide completed tasks.
Save company identity, legal information and full payment details.
BROWSE THE PLATFORM
Help by area
Find the right controls, follow the workflow and understand what happens to your data.
Choose a company, set up its profile and find your own work.
Create and combine teams, understand fit and set delivery defaults in Team Canvas.
Design the company operating model, launch projects, plan work and understand delivery health.
Configure project agents with explicit operating rules, schedules and controls.
Keep decisions and reusable knowledge in project and team spaces, with explicit access.
Track time, costs, invoices and expenses without forcing every project into one model.
Understand workspace boundaries, permissions and Collty's private data model.
Resolve common browser, mobile, access and synchronization questions.
ESSENTIAL GUIDES
Start with the core workflows
Use Company Workspace for your organization and My Workspace for your own assignments. Select the company first; access follows responsibility.
8 minGetting startedComplete your Professional ProfileCreate the trusted identity that powers team matching, collaboration and reputation.
10 minTeams and peopleBuild and edit a team in Team CanvasUse the object field to add people, inspect relationships and save a reusable team.
15 minTeams and peopleHow Team Intelligence worksRead the score, confidence and five team quality dimensions without treating them as a black box.
12 minProcesses, projects and deliveryDesign your company with Business ArchitectBuild a standards-aligned operating model and connect ongoing processes to real teams, projects and evidence.
14 minProcesses, projects and deliveryCreate a project and choose its operating modelStart from the right application, configure team delivery defaults and create a project with the right dates, participants and commercial rules.
18 minNEED HUMAN HELP?
Tell us where you are stuck.
Include the workspace, project and the action immediately before the issue. Never include passwords, access codes or private chat content.