Before you get started with the Helix Plan web client, take some time to get familiar with the interface.
The following areas are available at the top of the page wherever you are in Helix Plan so you can quickly navigate, perform actions, and change preferences.
| Area | Click to: | More info |
|---|---|---|
| To Do List | Work with your assigned tasks, bugs, and items from all Helix Plan projects in a list format. | Using the To Do List |
| To Do Board | Work with your assigned tasks, bugs, and items from all Helix Plan projects in a board format. You can drag items to different columns in the board to quickly change their status. |
Using the To Do Board |
| Dashboards | View all dashboards you own and those shared with you by other users. Dashboards are created in the Helix Plan desktop client. | Using dashboards |
| Reports | View all reports you own and those shared with you by other users. Reports are created in the Helix Plan desktop client. | Viewing reports |
| New bug | Add a bug to Helix Plan to report an issue. | Reporting bugs |
| Username | Log out of Helix Plan, and access the Helix Plan Help Manual. | Logging out |
| Language | Change the language used to display text in Helix Plan. | Changing the language |
| Show | Toggle the appearance of cover images, completed items, and tasks based on their status. | |
| Search | Find items based on their name or ID. | Searching for items |