1. Dashboard Overview
The dashboard is the central hub of your workspace. It provides a complete overview of your tasks, projects, and team activities in one place.
The goal is to help you stay organized and make informed decisions without switching between multiple pages.
Welcome Section
At the top of the page, you’ll find a welcome message and your user name. This confirms that you’re logged in and viewing your personalized dashboard.
From here, you can also access your profile settings and manage your account preferences easily.
Agenda – Today’s & Upcoming Tasks
The Agenda section displays a list of your current and upcoming tasks, including details such as the task name, the related project, the deadline, and its priority level.
Tasks with high priority are visually highlighted, allowing you to identify and focus on critical items first.
This section helps you plan your day effectively and stay on top of important deadlines.
Events
The Events section lists all your upcoming meetings and scheduled activities. When a new meeting or event is added, it appears here automatically.
This ensures your calendar stays up to date and you never miss an important session or discussion.
Bookmarks
The Bookmarks section allows you to save quick-access links to frequently used tools or websites.
You can click Add New to create a new bookmark and conveniently access your preferred resources, such as design platforms, analytics dashboards, or documentation pages.
Projects
The Projects section gives you an overview of all active projects within your workspace.
Each project includes its name, assigned team members, relative importance (weight), and progress status shown with a visual progress bar.
This section provides clarity on each project’s stage — whether it’s completed, ongoing, or pending — making it a powerful tool for tracking team and project milestones.
Tips for New Users
If you’re new to Chenge, the dashboard is the best place to start.
Here you can review all your tasks, check upcoming events, and monitor project progress in one convenient view.
Think of it as your control center — giving you quick access to everything you need to stay productive and organized.
2. Project Management
Chenge's project management tools are designed for flexibility and power. The core of our system is the 'Task.' Every task can hold sub-tasks, assignees, due dates, file attachments, and comments. You can view your tasks in multiple ways: as a simple 'List,' a 'Kanban Board' for visualizing workflow, a 'Timeline' (Gantt chart) for scheduling, or a 'Calendar' for a monthly overview. This flexibility allows every team, from engineering to marketing, to work in the view that suits them best.
Leverage 'Custom Fields' to track information unique to your workflow. You can add fields for 'Priority' (e.g., Low, Medium, High), 'Status' (e.g., In Progress, In Review, Blocked), or 'Budget.' These fields are not just labels; you can sort, filter, and group your entire project based on them. This granular control turns your project board into a powerful, queryable database, giving you precise insights at a glance.
Automate your repetitive work with 'Workflows.' Our automation engine lets you set up 'if-then' rules to handle routine tasks. For example, "When a task 'Status' is changed to 'In Review,' automatically assign it to the 'Project Manager' and add a 'Needs Approval' tag." These workflows save countless hours, reduce human error, and ensure your processes are followed consistently, allowing your team to focus on creative and strategic work.
3. Team Collaboration
Effective collaboration is built into every layer of Chenge. Instead of siloing conversations in external chat apps or email threads, every task, project, and document has its own dedicated comment thread. You can @mention teammates to send them a direct notification, use emoji reactions for quick feedback, and attach files directly in the conversation. This keeps all communication in context, creating a single, searchable record of all decisions.
'Teams' allow you to group users who frequently work together, such as the 'Marketing Team' or 'Frontend Developers.' Instead of @mentioning five different people, you can simply @mention the team name (e.g., @marketing) to notify everyone in that group. This is perfect for team-wide announcements, sharing project updates, or requesting group feedback, ensuring no one is left out of the loop.
Our integrated 'Docs' feature provides a collaborative space for creating and sharing rich-text documents, meeting notes, project briefs, and wikis. Multiple users can edit a document in real-time, see each other's cursors, and leave comments. You can easily link documents directly to tasks or projects, ending the hunt for "the latest version" and ensuring everyone is working from the most current information.
4. Billing & Accounts
Managing your subscription and billing details is straightforward. As a workspace 'Admin' or 'Owner,' you can access the 'Billing' section from your workspace settings. Here, you'll find a clear overview of your current plan (e.g., Free, Pro, Enterprise), the number of seats in use, and your next billing date. You can easily upgrade, downgrade, or switch between monthly and annual billing at any time.
Updating your payment method or viewing past invoices is simple. We securely process all payments via Stripe and accept all major credit cards. In the 'Billing History' tab, you can download PDF copies of all past invoices for your records. If you require purchase orders or wire transfers, these options are available on our Enterprise plan, and you can contact our sales team to get that set up.
Adding or removing members from your workspace will automatically adjust your subscription. When you invite a new member to a paid workspace, your account will be pro-rated for that user for the remainder of the billing cycle. Similarly, if you deactivate a user, a credit will be applied to your account. This flexible, pro-rated system ensures you only ever pay for the active members on your team.
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