COLLTY HELP CENTER

What are you trying to do?

Practical guidance for building teams, running projects and working with Collty's intelligence and agent systems.

8 guides27 articlesDesktop and mobile

START BY OUTCOME

Choose a path

Begin with what you need to accomplish, not with the name of a feature.

I am new to Collty

Choose a workspace, complete your profile and create the first useful workflow.

I want to build a team

Open Teams Canvas, combine teams and understand Team Intelligence.

I am running a project

Set the operating model, manage delivery and use agents safely.

BROWSE THE PLATFORM

Help by area

Each guide connects concepts, step-by-step instructions, examples and the technology behind the feature.

Getting started

Set up your identity, choose the right workspace and complete your first useful workflow.

3 articles
Teams and people

Build, analyze and evolve project teams in the interactive Teams Canvas.

3 articles
Processes, projects and delivery

Design the company operating model, launch projects, plan work and understand delivery health.

8 articles
AI agents

Configure project agents with explicit operating rules, schedules and controls.

4 articles
Signals and reputation

Share useful knowledge, build trusted connections and grow professional reputation.

2 articles
Commercial operations

Track time, costs, invoices and expenses without forcing every project into one model.

5 articles
Privacy and access

Understand workspace boundaries, permissions and Collty's private data model.

1 article
Troubleshooting

Resolve common browser, mobile, access and synchronization questions.

1 article

ESSENTIAL GUIDES

Getting startedChoose the right Collty workspace

Understand Client Office, Team Studio and Pro Workspace before you begin.

8 minGetting startedComplete your Professional Profile

Create the trusted identity that powers team matching, collaboration and reputation.

10 minTeams and peopleBuild and edit a team in Teams Canvas

Use the object field to add people, inspect relationships and save a reusable team.

15 minTeams and peopleHow Team Intelligence works

Read the score, confidence and five team quality dimensions without treating them as a black box.

12 minProcesses, projects and deliveryDesign your company with Business Architect

Build 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 model

Launch the right project flow for Client Office or Team Studio, select a team and configure delivery and commercial rules without duplicating it.

18 min

NEED 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.

Contact support