Getting Started

Account & Login

How to Change Your Password If you're already logged in and just want to update your password (different from the Forgot Password flow, which is for when you're locked out), here's how. To change your password: Go to your account or profile settings. Click Change Password. Enter your current password. Enter a new password. It needs at least 8 characters, with an uppercase letter, a lowercase letter, a number, and one of these special characters: @ $ ! % * ? & # Confirm the... Account & Login: Sign In, Reset Your Password, Sign Out & Troubleshoot This article covers the full account access lifecycle in one place: logging in, resetting a forgotten password, logging out safely, and working through login problems. Logging In Whether it's your first time or you're returning after a break, signing in works the same way. To log in: Go to app.one.techxaro.com; this is your PMS workspace. (one.techxaro.com is the marketing and email domain, not the login page; bookmark app.one.techxaro.com instead.) Enter the email address associated with your account. Enter your password....

Getting Oriented

Projects vs. Tasks Views, Global Search & Keyboard Shortcuts A few habits that save you clicks once the basics are second nature. Projects vs. Tasks: Which View to Use Projects and Tasks are two different lenses on the same work. Projects group things by initiative; Tasks group things by individual to-do. To switch views: Use the main sidebar menu to jump directly between Projects and Tasks. In Projects, click into any project to see its tasks, files, deliverables, and team in one place. In Tasks, use the view tabs...

Your Dashboard

Your Dashboard: What’s On It, What It Means & How to Customize It Your dashboard is the first thing you see after logging in: a summary view pulling together the projects, tasks, and updates that matter to you, and you can reshape it to fit how you work. What's On Your Dashboard My Tasks summary: a quick look at tasks assigned to you, grouped by status (To Do, In Progress, In Review). Recent Projects: the projects you're part of, with a progress indicator for each. Notifications panel: your latest alerts (assignments, comments, approvals)...

Your First Week

Finding Your Way Around: Main Menu, Getting Help & Your Organization’s Workspace A few orientation basics that make everything else in PMS faster once you click. The Main Menu The main menu (usually a sidebar) is how you move between the different areas of PMS. Dashboard: Your personal summary and landing page. Projects: The full list of projects you're part of. Tasks: All your tasks, with views like My Tasks, Self Tasks, and All Tasks. Calendar: A calendar view of events, due dates, and deliverables. Chat: Team and project-based conversations. Knowledge Base:... Setting Up Your Profile A complete profile helps your teammates recognize you and makes sure you're reachable the way you prefer worth doing in your first few minutes in PMS. To set up your profile: Click your profile icon or avatar in the top-right corner. Select Profile or Account Settings Confirm your name and job title are correct. Set your time zone so due dates and timestamps display correctly for you. Review your notification preferences (see Understanding Notification Categories and Turning Notifications On or...