# Download Orchestra Orchestra is available on multiple platforms, including browsers, macOS, Windows, iOS, and Android ## Desktop Clients Orchestra is available as a desktop app for macOS (Apple Silicon and Intel) and Windows. **Download the desktop app** from: [orch.so/download](https://orch.so/download) ### App updates All Orchestra apps require **manual updates**. When a new update is available, a prompt will appear. Simply click the **Update** button to install the latest version. {% embed url="" fullWidth="false" %} ## Browsers You can access the Orchestra **web app** by logging in at [orch.so](https://orch.so). The app will open directly in your browser. Most features available in the desktop app are also accessible in the web version. Orchestra is compatible with most modern browsers. While we recommend using Chrome or Safari, we also strive to support other popular browsers such as Arc, Firefox, and Brave. ## Mobile apps Orchestra **mobile apps** are available for both **iOS** and **Android**. You can **download** them from: * **App Store** (iOS) * **Google Play** (Android) ## Progressive Web App (PWA) Orchestra is built as a **Progressive Web App** (PWA), allowing you to install it on your desktop using Chrome or Safari. {% tabs %} {% tab title="Safari" %} Open [app.orch.so](https://app.orch.so) in Safari (Sonoma and later versions), click the Share icon, then select *Add to Dock*.
{% endtab %} {% endtabs %} # Basics Learn the basics concepts of Orchestra so you can set up your workspace and get the most out of it
## Workspace Orchestra workspace serves as the central hub for all chats, tasks, teams, and other elements related to a company. The most common approach is to have a single workspace for the entire organization. As a user, you can be a member of multiple workspaces and easily switch between them using the dropdown menu on the workspace icon in the top-left corner of the app. Each workspace has a unique URL, formatted as orch.so/example. When you log in to Orchestra, you are accessing a specific workspace. ## Chat Chats are the core collaboration feature in Orchestra, serving as hubs for various work processes. They enable messaging, calls, task management, and documentation. There are seven types of chats in Orchestra, each designed for a specific purpose. Depending on your company's workflow, a chat can represent a project, task, CRM card, event, info channel, and more. Chats are always accessible from the [Chats Page](/pages-and-ui-elements/chats-page). ## Task A **task** is a fundamental concept in Orchestra, similar to task management software you may already be familiar with. Every task has its own dedicated chat. There are only two properties required to create a task - name and status - for quick task setup. Tasks support four levels of nesting, customizable fields, and relations. Basic task fields include project, status, priority, assignee, and due date. Relations connect tasks with for better workflow management. ## Project A project forms the foundation of task management in Orchestra. Each project has a dedicated page containing all associated tasks. Projects have all essential features to organize team work: a dedicated chat, custom views and fields, two-level nesting structure, sorting, grouping, and filtering. Projects can also be shared across teams and departments. ## Team A team helps organize people into groups based on company structure or workflow needs. Teams can be assigned to projects and tasks and have a dedicated team chat. Also, teams have their own task page to provide an overview of all assigned tasks. ## Pages In Orchestra, there are three main pages: Chats, Tasks, and Teams, each representing the basic concepts described above. ### Chats page Chats page contains all chats you have an access to in your workspace. This is where all team communication and collaboration take place. ### Tasks Page Contains all **projects and tasks** accessible to you. This page provides essential task management features for structuring workflows, creating views, and tracking project progress. ### Teams Page Designed for managing team members. From here, you can invite or remove teammates, assign roles, create teams, and oversee team activities. ## Additional features We strive to make Orchestra as simple and intuitive as possible. To achieve this, we minimize unnecessary UI elements and focus on reusing existing components effectively. Two essential elements you will frequently use in Orchestra are the **Info sidebar** and the **Context menu**. ### Info sidebar All key concepts in Orchestra have their own **info section** located in the Info sidebar. The content of the Info sidebar varies depending on the concept and may include **general information, member lists, attachments, settings,** and more. We consider the Info sidebar the primary place for managing and configuring different elements within Orchestra. It will continue to be enhanced with new features as Orchestra evolves. ### Context menu In Orchestra, we widely use context menus to simplify and speed up various in-app actions. For example, you can **create or delete tasks, add members, open info panels,** and more with just a few clicks. Context menus are available for all key concepts and elements in Orchestra. They appear on **right-click** and provide different options depending on the selected entity. # Orchestra Flow At Orchestra, we build our product based on the same principles that guide our daily work. These principles are at the heart of how Orchestra works We believe that **Collaboration and Productivity** are not separate processes, but two sides of the same coin. That's why we've created a unified entity — a **Work building block** — in Orchestra. This block brings together all the info about the work you are doing, whether it's a task, idea, or issue you are working on. It includes all useful information about the project: messages, calls, descriptions, fields, deadlines, and more. This approach bridges the gap between collaboration and productivity tools, helping teams save time, work faster, and become more efficient than ever before. # Sign up and Sign in Orchestra offers several sign-up and sign-in options, allowing you to choose the most convenient method for you:
## Sign up and Sign in methods * Email Sign Up and Sign In * Google Authentication * Apple Authentication ### Email Sign Up and Sign In To **sign up with email**, follow these steps: * Enter your email address in the sign-up form * You will receive an email with the verification code * Enter the code in the sign-up form * Set a password and provide any additional information **If you are joining Orchestra for the first time** **via** , you will be prompted to create a new workspace after completing the sign-up process. **If you are joining via an invite link**, you will be automatically added to the workspace you were invited to after completing the sign-up process. **To sign in with an email**, you need to enter your email address and password you used during sign-up. ### Google Authentication You can sign up and sign in to Orchestra using **Google Authentication** with a supported Google email address. ### Apple Authentication You can sign up and sign in to Orchestra using **Apple Authentication** with your Apple ID. ## Sign out To **sign out** of Orchestra: * Click on your avatar at the bottom of the left sidebar * Select My account from the menu * Click the Sign out button # Workspace Basics Your journey with Orchestra starts with workspace creation A **workspace** is where your team or organization collaborates. The most convenient way is to **create one workspace per organisation**. Also, *each workspace is billed separately*. As a user, there are **no limits to how many workspaces you can create or join**. To switch between workspaces, click on the workspace icon in the top-left corner and select the workspace you wish to switch to. ## Workspace creation When you create a workspace, Orchestra automatically generates a workspace chat. All users who join the workspace will be added to this chat by default. You can **create a new workspace** in two ways: 1. **During Sign-Up:** If you are new to Orchestra and signing up through [https://app.orch.so](https://app.orch.so/), you will be prompted to create a workspace after completing the sign-up process. Fill out the workspace creation form to set up your workspace; 2. **After Sign-Up:** To create an additional workspace after signing up, click the workspace icon in the top-left corner and select `+ Create new Workspace` button. ## Settings To **access workspace settings**, click the workspace icon in the top-left corner of the screen and choose settings. Please note that the *Settings page is currently in development* and offers basic functionality, but it will be significantly improved in the near future. At the bottom of the left sidebar, you will find the **app version**. Click it to copy the version number — this can be useful when contacting support. ### Workspace settings Here is the **basic functionality** available on the workspace settings page:
FeatureRole
Change workspace icon
  • Workspace Admin
  • Workspace Editor
Auto-following settings
  • Workspace Admin
  • Workspace Editor
  • Project Admin
  • Project Editor
Delete workspace
  • Workspace Admin
#### Change Workspace Icon To change the workspace icon: * Click the pencil icon; * Select Change Photo; * Select Browse; * Select an image from your device. #### Auto-following settings Auto-following allows you to see updates from any chat, even if you are not invited. You can follow an entire workspace or specific projects. The feature is commonly used to stay informed about all tasks within a workspace or project. #### Delete workspace Only workspace admins can delete a workspace. *Please note that deleting a workspace is permanent and cannot be undone. All data associated with the workspace will be lost.* ### Notifications On the Notifications page, you can enable or disable notifications for the entire workspace. If you participate in multiple workspaces, you can **choose how the app icon counter will work**: show the counter for the currently open workspace, or for all workspaces you're a part of. *Soon, you will also be able to toggle notifications and their sound on or off.* ### App configuration In the **App configuration section**, you can: * Choose a theme; * Adjust the font size of chat messages; * Enable or disable the display of full names in Kanban view. Upon request, users can also enable the **localization feature**. *The functionality of this section will be expanded in future updates.* # Invite and Manage Members Invite and manage members in your workspace ## Overview As a workspace owner or editor, you can **manage members of your workspace** in the following ways: * Invite members * Delete members * Deactivate members ## Invite members Currently, members can only be invited to your company workspace via **invitation links**. In the future, we'll add additional ways to add members: by email, username, etc. There are **two ways you can add a new member to your workspace** using invitation links: * Create an invitation link on the Teams page * Create an invitation link in a chat
### Create an invitation link on the Teams page * Go to the Teams page * In the header, turn on the `Access by link` toggle * Copy the generated link * Send the link to the member you want to invite to your workspace With this method, a new member will be added to your workspace. When this happens, a system message will appear in your workspace chat, notifying everyone that a new member has joined. ### Create an invitation link in a chat As a workspace owner or editor, you can i**nvite a member directly to any chat** in your workspace. To do so, follow these steps: * Open the chat you want to invite a member to * Open the Member section by clicking on the member icon in the top-right corner of the screen * In the Invite link section, select `as Member` * Copy the generated link * Send the link to the user you want to invite to the chat In this case, the member will join both your workspace and the specific chat where you created the invite link. When a new member joins a chat, a system message will appear both in your workspace chat and in the chat where you created the invite link. All members you've added to the workspace will be listed on the **Teams page**, in the All and Members sections.
## Delete members As a workspace owner, you can **remove members from your workspace**. To delete a member, follow these steps: * Open the Teams page * Find the member you want to delete * Right-click on the member's name or left-click on the menu icon in the right side of the member row * Select `Remove member` **A member can only be removed if they are not an owner or assignee in any workspace chats.** Otherwise, a modal window will appear, prompting you to reassign their ownership or assignee roles. Deleting a member from a workspace will completely revoke their access, but will not affect any data they created while working in the workspace.
## Deactivate members In some cases, you may need to **temporarily remove a member from your workspace**. For example, if a member will be absent for a few months and you don't want to continue paying for their account, you can deactivate them. To **deactivate a member**, follow these steps: * Open the Teams page * Find the member you want to deactivate * Right-click on the member's name or left-click the menu icon on the right side of the member row * Select `Deactivate member` The deactivated member will lose access to the workspace. However, all their data, chats, and roles will be saved until you reactivate the member. Deactivated users who have participated in any chats, task, projects, etc., will be listed in the Deactivated block in the **Members Tab** of the Info Sidebar - [Info Sidebar](/pages-and-ui-elements/info-sidebar#members-tab)
To **reactivate a member**: * Open the Teams page * Find the member you want to reactivate * Right-click on the member's name or left-click on the menu icon on the right side of the member row * Select `Reactivate member` The member will regain access to the workspace, and all their data will be restored. You can find the list of **all deactivated members** in the Deactivated section of the Teams page [Teams Page](/pages-and-ui-elements/teams-page). All deactivated members have the `Deactivated` status in the Members section [Teams Page](/pages-and-ui-elements/teams-page#members-section).
## Invite guests A Guest is a special role that allows you to **add a user to one or more chats** in your workspace. Guests can only be added to task chats. There is **no limit to the number of guests**, and there is **no charge for their participation**. The guest role is commonly used to add customers, freelancers, or contractors to specific chats where they are working. Here is how you can **add a guest** to your workspace: * Open the chat you want to invite a guest to * Open the Member section by clicking the member icon in the top-right corner of the screen * In the Invite link section, select `as Guest` * Copy the generated link * Send the link to the user you want invite to the chat
## Leave a workspace To **leave a workspace**, right-click on the workspace name in the top-left corner, then select the Leave action.
# User Roles Control access and permissions with ease In Orchestra, we've designed a simple yet powerful way to **manage access and permissions** within your workspace. ## Basic role model approach Orchestra follows a **basic role-based access model** with three primary entities that make up the structure of any workspace: Workspace, Project, and Task. Each of these entities has specific roles that determine access and control: Owner, Editor and Member. It forms our basic role model: * Workspace Owner; * Workspace Editor; * Project Owner; * Project Editor; * Task Owner; * Task Editor; * Member; * Assignee; * Guest. This model allows you to **divide a workspace in separate zones**, each with its own admins, members, and processes. ### Workspace Owner This is the most powerful role in a workspace. There can be only one Workspace Owner per workspace. Here are the **primary actions available to a Workspace Owner**: * **Full Access**: Access to all data, projects, chats, and other resources in the workspace, excluding private projects and group chats where they are not a member; * **Create, Edit, and Delete**: Ability to create, edit, and delete any entity within the workspace, even those they didn’t create; * **Manage Users**: Invite, remove, or deactivate any user in the workspace; * **Add and Remove Members**: Add or remove members from any entity in the workspace; * **Transfer Ownership**: Transfer the Workspace Owner role to another member; * **Delete Workspace**: Delete the entire workspace. In other words, a Workspace Owner can perform any action within the workspace and **has access to almost everything** within it. ### Workspace Editor A **Workspace Editor** role can be granted to any member of a workspace by a Workspace Owner or another Workspace Editor. There is **no limit** to the number of Workspace Editors in a workspace. The permissions of a Workspace Editor are similar to those of a Workspace Owner but with some restrictions. Here are the **primary actions a Workspace Editor can perform**: * **Access to Data**: Access to all data, projects, chats, etc., in the workspace, except private projects or group chats where they are not a member; * **Create Entities**: Create any entity within the workspace; * **Edit and Delete**: Edit or delete entities they created but not those created by other members; * **Manage Users**: Invite, remove, or deactivate any user except for Workspace Owners or other Workspace Editors; * **Add and Remove Members**: Add or remove members from entities they have permission to access, except for Owners and Editors. To summarize, a Workspace Editor can perform almost all actions within the workspace, but cannot edit or delete data created by other users. ### Project Owner The **Project Owner** role is assigned when a member creates a project. A Project Owner has the following permissions within their project: * **Manage Members**: Add or remove members and assign roles within the project; * **Edit and Delete**: Edit and delete the project they created; * **Task Management**: Create, edit, and delete tasks within the project; * **Transfer Ownership**: Transfer the **Project Owner** role to another member; * **Full Access**: Access to all data in the project, including subprojects, tasks, chats, and attachments; In essence, a Project Owner **has full control over their project**. ### Project Editor A **Project Editor** can be appointed by the Project Owner, another Project Editor, Workspace Owner, or Workspace Editor. The **permissions of a Project Editor** are as follows: * **Manage Members**: Add or remove members and assign roles within the project, except for the Project Owner or Project Editors; * **Edit Projects**: Edit the project but cannot delete it; * **Task Management**: Create and edit tasks within the project, but cannot delete tasks; * **Access Data**: Access to all data in the project, including subprojects, tasks, chats, and attachments. The Project Editor role is designed to **allow users to manage and control projects but without destructive actions**, such as deleting data or removing owners and editors from a project. ### Task Owner The **Task Owner** role is assigned when a member creates a task. A Task Owner can perform the following actions: * **Manage Members**: Add or remove members from the task and assign roles; * **Edit and Delete**: Edit and delete the task they created; * **Access Data**: Full access to all task data, including subtasks, attachments, and other relevant information. ### Task Editor The **Task Editor** role can be granted by a Task Owner, another Task Editor, Project Owner, Project Editor, Workspace Owner, or Workspace Editor. The **permissions of a Task Editor** are as follows: * **Manage Members**: Add or remove members from the task and assign roles, except for Task Owners or other Task Editors; * **Edit Tasks**: Edit the task, but cannot delete it; * **Access Data**: Full access to all data within the task, including tasks, subtasks, and attachments. The basic idea of the Task Editor role is to **give users ability to manage and control tasks, but without destructive actions** like deleting data or removing owners and editors from a task. ### Member A **Member** is a basic role in Orchestra that has access only to the entities they have been added to directly. Here are the **basic actions a member can perform**: * **Create Entities**: Create projects, tasks, chats, and teams, and edit or delete only those entities they have created; * **Manage Members**: Add members to the entities they created; * **Access Data**: Access to all data in the entities they created. To sum it up, a Member **has access only to the entities they've been added to** without permissions to edit or delete them. ### Assignee An **Assignee** is a standart role in task management which is used to assign a user to a task. An Assignee can: * **Edit the Task**: The Assignee can edit the task they are assigned to; * **View Data**: Full access to task data (subtasks, attachments, etc.) related to their assigned task. ### Guest A **Guest** is a special role used to add users to one or several chats within the workspace. Guests are **only added to task-related chats** and have the following permissions: * **Access**: Access to the task chat they’ve been added to; * **Send Messages**: Ability to send messages within the task chat. As you can see, the Owner and Editor roles are powerful and possess a lot of rights within a workspace. One of these rights is to have access to any entity that is located under the entity where a user has the Owner or Editor role. As the Orchestra user, you can check who has access to any entity by checking the `Who Can View` block in the `Members tab` of the Info sidebar -[Info Sidebar](/pages-and-ui-elements/info-sidebar#members-tab). ## Managing roles There are several ways to **manage roles within your workspace**: * Teams page; * Members tab. ### Teams page On the Team page, you can **manage workspace roles at the workspace level**: * Workspace Owner; * Workspace Editor; * Member. To **set a role**, right-click on a member's name or click the menu icon in the right corner of the member row. In the context menu, choose the role you want to assign.
### Members tab Each entity in Orchestra has a **Members tab** within the Info block. To access this: * Right-click on an entity, select `Open info`, and then click the Members tab; * On the Chats and Tasks pages, click the Members icon in the header of the chat, task, or project. In the Members tab, each member’s role is displayed next to their name. Click the role to open a menu where you can assign a different role.
## Channel role model Channels in Orchestra have a distinct role model from the basic one. The are **three roles** for channels: * Channel Owner; * Channel Publisher; * Channel Subscriber. ### Channel Owner The Channel Owner is the member who created the channel. They have the following **permissions**: * To edit and delete the channel; * To add or remove publishers; * To add or remove subscribers; * To publish messages in the channel. ### Channel Publisher A Channel Publisher role can be assigned by the Channel Owner. They have the **permission**: * To publish messages in a channel. ### Channel Subscriber A Channel subscriber can **access and read all messages** within the channel.
## Views role model Views in Orchestra have a distinct role model. To better understand how views work, please check this page: [Tasks Page](/pages-and-ui-elements/tasks-page#views-block) A **view** is visible only to its owner and its members, and workspace owners/editors can be added to views. The **roles for views** are: * View Owner; * View Editor; * View Member. ### View Owner The user who created the view gets the **View Owner** role. They have **full control over the view** and can: * Add and remove members to a view and assign roles to them; * Edit and delete the view they created; * Transfer the View Owner role to another view member; * Modify the view configuration (filters, grouping, sorting). ### View Editor Any member of a workspace can be appointed with the **View Editor** role. This role can be assigned to a member by the View Owner or the View Editor. They can: * Add and remove members (except for removing the View Owner and View Editors); * Edit the view (but not delete it); * Modify the view configuration (filters, grouping, sorting). The basic idea of the View Editor role is the same as of the View Owner's, but without destructive actions such as deleting the view or removing its owners and editors. ### View Member A **View Member** has **access to a view without any editing or deleting permissions**. *We are continuously working on improving Orchestra's role model. Access and permissions management will be enhanced in future updates.* # Basic Pages This chapter provides an overview of all the pages and key UI elements in Orchestra. It includes descriptions of the various blocks, UI components, and their purposes. Here are the **main pages and elements** in Orchestra: 1. [Chats Page](/pages-and-ui-elements/chats-page)**.** This is a page where all team communication takes place. Here, you can manage everything from chatting with teammates to holding meetings, recording asynchronous videos, and more. 2. [Tasks Page](/pages-and-ui-elements/tasks-page)**.** On this page, you can organize and manage projects, tasks, and workflows. 3. [Teams Page](/pages-and-ui-elements/teams-page)**.** The Teams page allows you to manage your workspace members. You can add or remove members, assign roles, and create teams. 4. [Info Sidebar](/pages-and-ui-elements/info-sidebar)**.** The Info Sidebar is a key component in Orchestra. Available for all main entities, it contains the essential features needed to manage and configure them. 5. [Calls Sidebar](/pages-and-ui-elements/calls-sidebar)**.** The Calls Sidebar is where you can initiate and manage calls with your teammates and colleagues. 6. [Context Menu](/pages-and-ui-elements/context-menu)**.** The Context Menu provides quick access to all the key actions available for different entities and elements in Orchestra. 7. [Settings Page](/pages-and-ui-elements/settings-page)**.** On the Settings page, you can configure Orchestra and manage your profile settings. # Chats Page The **Chats page** is where all team communication takes place. You can **manage all your team communications** here: chat with your teammates, conduct meetings, record asynchronous videos, and more. The Chats page consists of the following blocks: * Chat list sidebar; * Chat block; * [Calls Sidebar](/pages-and-ui-elements/calls-sidebar) * [Info Sidebar](/pages-and-ui-elements/info-sidebar) ## Chats list sidebar The **Chats list sidebar** collects all your chats. It consists of the following elements:
* Create chat icon; * Search bar; * Folders; * Chat list; * Call island. ### Create chat icon As the name suggests, you can **create a new chat** by clicking on it. Learn more about creating a chat here: [Chats Basics](/chats/chats-basics#creating-a-chat)
### Search bar Allows you to **search for specific chats**. When searching, you will see two blocks in the chat list:
* **Chats:** This block displays all chats found by their name; * **Messages:** Displays all chats that contain messages with the text you entered in the search input. ### Folders **Organize your chats** into different folders for easier access. The following folders are available:
* **All:** Displays all chats you are involved in. * **Unread:** Displays all chats with new, unread messages. * **Recent:** Displays chats you have accessed recently, in descending order. * **Starred:** Lists all chats where you've starred any messages. Here you can read more about Starred messages: [Key Messages Features](/chats/key-messages-features#mark-a-message-as-starred) * **Favorite:** Shows all chats marked as favorites. You can learn more about Favorite chats here: [Key Chat Features](/chats/key-chat-features#make-chat-favorite). * **Personal:** Displays all personal chats. * **Assigned to me:** Shows all chats related to tasks assigned to you. * **Projects:** Contains only project-related chats. * **Tasks:** Contains only task-related chats. * **Teams:** Contains only team chats. * **Groups:** Shows all group chats. * **Channels:** Displays all channels. ### Unread folder
The **Unread folder** is divided into several blocks: * **Mentioned:** Includes all personal chats and chats where you were mentioned. * **Tasks:** Displays task and project chats with new messages. * **Channels:** Shows channels with new posts. * **Updates:** Displays chats that contain only unread system messages. You can **mark all chats in a specific unread block** as read by following these steps:
* Right-click on the block name of the unread folder; * Select `Mark as unread` from the context menu. ### Chat list The **Chat list** contains all the chats you have access to. Chats are sorted from the most recent to the oldest based on message timestamps. Each chat in the list has the following structure:
* Chat type or project name for Project chats; * Chat icon. There are three types of chat icons: * A unique icon for each chat type; * A custom emoji for Task chats; * An avatar for Personal chats. * Status icon for Tasks chats; * Chat name or member name for personal chats; * Last message and its timestamp; * Counter and mention icon; * Starred icon; * Muted chat icon. To **open a chat**, left-click on it. To **access the context menu**, right-click on a chat. Here you can learn more about [Context Menu](/pages-and-ui-elements/context-menu). You can also **open any chat over opened** by using `Cmd\Ctrl + Left click`. This allows you to quickly switch between chats. Clicking the `Close icon` of the opened chat will bring you back to the previous one. ## Chat block The **Chat block** consists of four main sections: * Chat Header; * Message block; * Chat Input; * Calls icon. ### Chat Header The **Chat header** includes the following elements: * **Chat icon:** You can switch this to an emoji for task chats or change the icon color for all other chat types. To do this, click on the chat icon and choose an emoji or color. * **Chat name:** You can edit the chat name by double-clicking it. * **Task status:** This appears only in task chats. * **Breadcrumbs:** For task chats, this shows the nesting structure (projects and parent tasks) of the opened chat. Left-click and right-click on the breadcrumbs for the following actions: * Left-click: opens the info of the clicked entity; * Right-click: opens a context menu. * **Chat type:** Appears for all chats except task chats. * **Members icon:** Displays the members of the chat. Clicking this icon opens the Members tab in the Info sidebar. * **Info icon:** Opens the Info sidebar. * **Search icon:** Opens a sidebar where you can search through messages. * **Close icon:** Closes the opened chat. Right-click on the Chat header to **open the chat context menu**. ### Message block The **Message block** contains the following elements:
* **Date:** A floating block in the center of the Message block that separates messages by date. * **Member name and avatar:** Shows the name and avatar of the member who sent the message. Right-click on a member's name or avatar to open a context menu. * **Messages:** Right-click on a message to open a context menu with actions. * **Reactions:** If someone reacted to a message, the reaction along with their avatar will appear under the message. Your own reactions are highlighted with a blue border. A `+` icon next to the reactions opens the emoji selector. * **Message time:** Indicates the time the message was sent. * **Message status icon:** * Grey icon: message was sent to the server; * Blue icon: message was delivered; * **Edited icon:** A pencil icon appears next to the message time if the message was edited. * **Who read avatars:** Displays the avatars of users who have read the message. These will appear next to the message time. #### Select messages You can **select messages** in the Message block by clicking on the message time. Once selected, you can open the context menu and use actions like forwarding messages to another chat. To **unselect messages**, click the **Cancel** button. ### Chat input The **Chat input** section allows you to: * Create a message; * Create code block; * Create mentions; * Attach files; * Add emoji. ### Calls icon The **Calls icon** lets you **start or join a call**. You can learn more useful info about calls here: [Calls Basics](/calls/calls-basics). # Tasks Page **Tasks page** is where you can manage and organize projects, tasks, and workflows. Tasks page consists of the following sections: * Left sidebar; * Tasks block; * Chat sidebar; * [Info Sidebar](/pages-and-ui-elements/info-sidebar); * [Calls Sidebar](/pages-and-ui-elements/calls-sidebar).
## Left Sidebar Left sidebar contains the following blocks and UI elements: * Overview / My tasks icon; * Views block; * Projects block; * Teams block.
Each block in the left sidebar **can be collapsed** by clicking on its header. Right-clicking on a block header opens a context menu with available actions for the selected block. ### Overview / My tasks Icon This icon toggles between two **task display modes**: * **Overview mode:** In this mode, you can view all tasks you have access to. This mode is ideal for managers who need to see the big picture of how their teams or the entire company are performing. * **My tasks mode:** This mode allows you to focus on your tasks. There you only see the tasks where you are listed as the Owner or Assignee. To **switch between** these two modes, simply click the Overview / My tasks icon and select the desired mode.
### Views Block In the **Views block**, you can either **use the default views** or **create custom views**. Views allow you to quickly organize and manage your workflows in Orchestra, saving you time by reducing the need for constant searching and filtering of data. On the right side of each view, you will see a number indicating how many tasks are currently in that particular view. #### Default views The following **default views** are available in Orchestra: * **All:** Displays all tasks from all projects you have access to. * **Assigned to me:** Shows all tasks assigned to you. * **Today:** Displays all tasks that are due today. * **Recently completed:** Shows all tasks completed in the last 24 hours. * **Expired:** In this view, you will find all tasks that have expired. * **Archived:** Displays all archived tasks.
#### Custom views You can create **custom views** with custom grouping and filtering. Also, you can **share the views** with other workspace members and **assign roles** to them. How to **create a custom view**: * Click on `+` to the right of the Views header; * Enter a name for the new view and press `Enter`; * Click the view icon in the header to select a color; * Use filters, sorting, and grouping options to configure the view, then click `Save`;
**Share a custom** **view** with other members: * Open the Members tab in the view's Info sidebar by clicking the `Members` icon in the top-right corner of the screen; * Click `+` to the right of the Members section; * In the popup, select the members you want to add and click `Add member` .
**Remove members** from a view: * Open the Members tab in the view's Info sidebar by clicking the `Members` icon in the top-right corner of the screen; * Right-click on the member you wish to remove; * Select `Remove member` from the context menu. **Assign roles** to members: * Open the Members tab in the view's Info sidebar by clicking the `Members` icon in the top-right corner of the screen; * Right-click on the member or click the member role selector next to their name; * Choose the role you want to assign to the member. Views have their own **role model**. You can learn more about this here: [User Roles](/workspace/user-roles#views-role-model)
### Projects Block In the **Projects Block**, you can view and manage all the projects you have access to. Here are the main elements of this block: * `+` **icon:** Click this icon to create a new project; * **Search Icon:** This icon appears when you hover over the Projects Block header. Click it to open a search input and search for a project by name; * **Project List:** Contains all projects and subprojects you have access to; * **Chat Icon:** This icon appears when you hover over a project and opens the project chat in the[Chat Sidebar](/pages-and-ui-elements/chat-sidebar); * **New Messages:** A count of new messages is displayed to the right of the project name, indicating how many new messages are in the project chat. You can find **more info about projects and their features** here: [Project Basics](/projects/project-basics)
### Teams Block In the **Teams Block**, you will see all the teams you are a part of or have access to based on your role as the Workspace Owner or Editor. Each team contains all tasks related to its members. Here are the main elements of this block: * **Teams List:** Displays all teams you have access to; * **Chat Icon:** This icon appears when you hover over a team and opens the team chat in the [Chat Sidebar](/pages-and-ui-elements/chat-sidebar); * **New Messages:** A count of new messages is displayed to the right of the team name, indicating how many new messages are in the team chat. Currently, the Teams Block cannot be modified, but it will be improved with additional features in future updates.
## Tasks Block The **Tasks block** is designed to display and manage all your tasks. It consists of the following main elements: 1. Tasks Header; 2. Layout Selector; 3. Filters, Sort, Group, and Fields; 4. Tasks section; 5. Tasks Footer.
### Tasks Header The **Tasks Header** follows the same structure as the Chat Header [Chats Page](/pages-and-ui-elements/chats-page#chat-header). Regardless of which entity (View, Project, or Team) is selected, the header structure remains consistent: * **Entity icon:** The icon representing the current entity. The color can be changed by clicking on it. * **Entity name**. * **Members icon:** Displays the members of the current entity. Click to open the Members tab in the Info sidebar. * **Chat icon:** Opens the project chat in the [Chat Sidebar](/pages-and-ui-elements/chat-sidebar). * **Info icon:** Opens the Info sidebar. * **Search icon:** Expands a search input where you can search for tasks.
### Layout Selector Here are the basic actions you can perform with layouts: * **Choose a layout** to display tasks. To do it, click on the layout name. * **Create a custom layout** for a project. Learn more about creating and managing custom project layouts - [Project Layouts](/projects/project-layouts). * **Set a default view**. Right-click on a view name → `Set as default`. * **Change the order of layout**s. Click and hold the layout you want to move → drag it to a new position.
### Filters, Sort, Group and Fields This section allows you to **filter, sort, group, and configure the fields** in the Tasks Block. You can **read more** about how these features work: [Filters, Sort, Group, and Fields](/tasks/filters-sort-group-and-fields) ### Tasks Section The **Tasks section** displays all the tasks you have access to. In this section, you can: * Create, edit, and delete tasks; * Change the order of tasks; * Nest tasks; * Open task chats; * Change the order of fields; * Set field values; You can **learn more** about managing tasks and their features here: [#tasks](#tasks "mention") ### Tasks Footer The **Tasks Footer** currently has two functions: * Displaying the statuses and quantity of all tasks; * `Show archived` button, which reveals archived tasks for a project, view, or team.
*The Tasks Footer will be enhanced with additional features in future updates.* # Teams Page The **Teams page** is where you **manage members** of your workspace. From here, you can add or remove workspace members, assign roles, and create teams. The Teams page consists of the following blocks: * Left sidebar; * Members block; * [Chat Sidebar](/pages-and-ui-elements/chat-sidebar); * [Info Sidebar](/pages-and-ui-elements/info-sidebar).
## Left sidebar The **Left sidebar** contains the following blocks: * Views block; * Teams block. Each block in the left sidebar can be collapsed by clicking on its header.
### Views Block The **Views Block** consists of several sections, each displaying different types of workspace members and their number: * **All:** Displays all workspace users, regardless of their role or activity status. * **Members:** Displays only active members of the workspace. * **Guests:** Displays all guests in the workspace. * **Bots:** Shows all bots added to a workspace. * **Deactivated:** Shows all deactivated members of the workspace.
### Teams Block In the **Teams block**, you can **create and manage teams**. The main UI elements in this block are: * `+` **icon:** Click this icon to create a new team. * **Teams:** Click on a team to display the list of its members. * **New messages:** A count of new messages count appears to the right of the team name, indicating how many new messages are in the team chat.
## Members Block In the **Members block**, you can **manage workspace members and teams**. The main UI elements of this block are: * Teams Header; * Members section.
In the Members block, you can: * View members; * Invite, remove, and deactivate members in the workspace. Learn more about managing workspace members here: [Invite and Manage Members](/workspace/invite-and-manage-members); * Search for members; * View member info; * Set member roles. Learn more about roles in Orchestra here: [User Roles](/workspace/user-roles) * Open a chat with a member. ### Teams Header The **Teams Header** has a similar structure to the Chat Header and Tasks Header[Chats Page](/pages-and-ui-elements/chats-page#chat-header), [Tasks Page](/pages-and-ui-elements/tasks-page#tasks-header). Regardless of which entity is selected (View or Team), the header will maintain almost similar structure: * **Entity icon:** The team icon's color can be changed by clicking on it. * **Entity name:** The name of the team or view. * **Info icon:** This icon is only visible for teams and opens the Info side bar. * **Search icon:** Clicking this icon expands the search input, allowing you to search for members. * **Access link toggle:** This toggle enables or disables the access link to your workspace or team. * **Access link:** Each entity has its own access link. * **Renew link icon:** Click this icon will to renew the access link. * **Copy link icon:** Click this icon to copy the access link. * **Sorting button:** The sorting button allows you to sort members in the Members section.
### Members Section The **Members Section** displays all members of the selected view or team. It consists of the following elements: * **Member name:** Click on the member's name to open their[Info Sidebar](/pages-and-ui-elements/info-sidebar). * **Chat icon:** This icon appears when you hover over any member in the section. * **Member role:** Indicates the member's role. Learn more about roles here: [User Roles](/workspace/user-roles). * **Member status:** The member's status can be Active or Deactivated. Learn more about status here: [Invite and Manage Members](/workspace/invite-and-manage-members). * **Member username:** A unique name for each member in Orchestra. * **Member email:** The member's email address. * **Member phone:** The member's phone number. Right-click on a member's name to **open a context menu** with available actions for that member. You can click the `...`icon to the right of the Members section as well.
# Info Sidebar The **Info Sidebar** is one of the main blocks in Orchestra. All major entities have an associated Info Sidebar, where you can **manage and configure the settings** for each entity. Here is the list of entities that have an Info Sidebar: * Workspace; * Task; * Project; * Team; * Member; * Channel; * Group; * View. The Info Sidebar follows the same general structure and interface logic across all entities, but the specific features will vary depending on the entity type. Here are the main UI elements of Info Sidebar: * **Entity icon:** The icon representing the entity. You can change it to an emoji for task chats or modify the icon color for all other chat types. To do this, click on the chat icon and select an emoji or color. * **Entity name:** The name of the entity. You can edit the name by double-clicking on it. * **Entity menu button:** Click this button to open the context menu, where you'll find all the actions you can perform on the selected entity. Learn more about context menus here: [Context Menu](/pages-and-ui-elements/context-menu) * **Tabs block:** * Info tab; * Members tab; * Attachments tab; * Settings tab.
Depending on the entity, the Tabs block will contain a different **set of tabs** tailred to the entity's features and functionality:
Entity typeInfoMembersAttachmentsSettings
Workspacetruetruetruetrue
Tasktruetruetruefalse
Projecttruetruetruetrue
Teamtruetruetruefalse
Membertruefalsetruefalse
Channeltruetruetruefalse
Grouptruetruetruefalse
Viewtruetruefalsefalse
To **open the Info Sidebar**, click on the header of an entity or on the Info icon in the top-right corner of the screen. ## Info Tab The Info tab is the main section of the Info sidebar for any entity. It displays **all the basic info** about the selected entity. Depending on the entity type, the Info tab may include different content. ### Workspace Here are the main elements in the **Workspace Info Tab**: * **Description:** Add some text about your company, useful links, and more. * **Project list:** View all projects you have access to within the workspace.
### Task The main elements of the Task Info Tab are: * **Fields list:** View and modify the fields associated with the task; * **Description:** Add text about the task, such as details, useful links, etc.; * **Files:** Attach files by browsing from your device or using drag-and-drop; * **Subtasks:** Shows all subtasks related to the specific task. You can also create, edit, and delete subtasks if you have the necessary permissions. Here you can read more about permissions and roles: [User Roles](/workspace/user-roles); * **Related tasks:** See all the tasks that are related to a certain one. You can also add or remove tasks there if you have the necessary permissions. Here you can read more about permissions and roles: [User Roles](/workspace/user-roles)
### Project Here are the main elements in **Project Info Tab:** * **Fields list:** Here you can see all fields that a project has. * **Description:** Here you can add info about a project, useful links, and so on. * **Files:** Here you can attach files by browsing them from your device or using drag-and-drop feature. * **Tasks list:** Here you can see all tasks you have access to within a project. Also you can create, edit, and delete tasks there if you have necessary permissions. Here you can read more about permissions and roles: [User Roles](/workspace/user-roles)
### Team Here are the main elements of the Team Info Tab**:** * **Fields list:** Here you can see all fields that a team has; * **Description:** Here you can add some text about a team, useful links, and so on.
### Member Here are the main elements of the Member Info Tab: * **Member avatar;** * **Member name**; * **Fields list:** View all fields that a member possesses; * **Assigned tasks:** Displays all tasks assigned to a member; * **Common chats:** See all chats you both participate in; * **Common workspaces:** See all workspaces you both participate in.
### Channel The main elements of the Channel Info Tab are: * **Channel type**; * **Channel Owner**; * **Description:** Add some info about the channel.
### Group The main elements of the Group Info Tab are: * **Group Owner**; * **Description:** Add some info about the group. ### View The main elements of the View Info Tab are: * **View Owner**; * **Description:** Add some info about the view. ## Members Tab The Members Tab allows you to manage the members of an entity.
Here are the main blocks and UI elements of the Members Tab: * **Members list:** This list may consist of several blocks depending on the entity you are viewing * **Members:** The list of members who are part of the entity; * **Who Can View:** This list includes members who aren't directly added to the entity but have access to it due to their Owner or Editor role. Learn more about roles in Orchestra:[User Roles](/workspace/user-roles) * **Deactivated:** The list of members who were previously part of the entity, but have been deactivated. Learn more about deactivation [Invite and Manage Members](/workspace/invite-and-manage-members#deactivate-members) * **Publishers (only in channels):** The list of members who have the ability to publish content in a channel. * **Subscribers (only in channels):** The list of members who are subscribed to the channel. * `+` **icon:** Clicking this icon opens a popup where you can add new members to the entity. Here you can read more about adding member to any entity in Orchestra: * to Workspace [Invite and Manage Members](/workspace/invite-and-manage-members); * to Chat [Add and Manage Chat Members](/chats/add-and-manage-chat-members); * to Project [Add and Manage Project Members](/projects/add-and-manage-project-members); * to Task [Add and Manage Task Members](/tasks/add-and-manage-task-members); * to Team [Add and Manage Team Members](/teams/add-and-manage-team-members). * **Members section:** Each block in the Members list contains a Members section. In the Members section, you can view basic info about each member: * **Member name**; * **Online/Last seen**; * **Member role selector:** Click on the role to assign it to the member. Learn more about roles here:[User Roles](/workspace/user-roles) You can also right-click on a member's name to **open a context menu**. Here you can learn more about it: [Context Menu](/pages-and-ui-elements/context-menu) * **Invite Link:** In this block, you can create an Invite link for the entity. Here you can learn more about invite links: [Invite and Manage Members](/workspace/invite-and-manage-members#create-an-invitation-link-in-a-chat)
Depending on the entity, the Members tab may include a different set of blocks:
Entity typeMembersWho Can ViewDeactivatedPublishersSubscribersInvite Link
Workspacetruefalsetruefalsefalsetrue
Tasktruetruetruefalsefalsetrue
Projecttruetruetruefalsefalsetrue
Teamtruetruetruefalsefalsetrue
Channelfalsefalsefalsetruetruetrue
Grouptruetruetruefalsefalsetrue
Viewtruefalsetruefalsefalsefalse
## Attachments Tab The Attachments tab collects all pictures, media, documents, and links that were sent in a chat. The tab consists of: * **List of attachments:** Here you can find all attachments grouped by month. * **Attachment type selector:** Clicking on the selector displays a dropdown with attachment types: All, Media, Files, Links. Clicking on a type displays only attachments of selected type.
## Settings Tab The Settings tab is currently available for both workspaces and projects. Both entities have the same settings features related to configuring fields and managing task display and logic. The main difference between the workspace and project Settings tabs is that the Workspace Settings tab applies to the entire workspace, while the Project Settings tab applies to a specific project. Settings tab consists of the following blocks: * **Fields**. In this block, you can manage fields of your workspace or project. Here you can read more about fields and how they work - [Fields](/projects/fields) * **Adjustments**. In this block, you can set up how a task will be displayed on the Tasks and Chats pages. * **Preferences**. In this block, you can set up chat auto-following. Here you can read more about this feature: [Key Project Features](/projects/key-project-features#chats-automatic-following) To better understand how Settings tab works, please read this document: [Project Settings](/projects/project-settings).
# Chat Sidebar This is a global block that is available on the **Tasks and Teams pages**. To open it, click on the `Chat icons` of any entity on these pages. This block is similar to the [Chats Page](/pages-and-ui-elements/chats-page#chat-block) on the [Chats Page](/pages-and-ui-elements/chats-page), but with a key difference: on the Tasks and Chats pages, the Chat sidebar is fixed to the right of the screen. This allows users to work on these pages while simultaneously communicating with teammates.
# Calls Sidebar The Calls Sidebar is where you can **manage and control calls** with your teammates and colleagues. It opens by clicking the`Expand`icon during a call. The Calls Sidebar is a persistent block that can be displayed on any page of Orchestra while the call is active. You can **adjust the width** of the Call sidebar by dragging its left border.
The Calls Sidebar consists of the following UI elements: * **Chat name:** The name of the chat where the call is taking place; * **Number of participants:** Displays the number of participants in the call; * **Call duration**; * **Call sidebar island:** Located at the bottom of the Calls Sidebar, the Call sidebar island contains from 4 to 9 call icons, depending on the sidebar's width. These icons represent the core features of the call: * **Mic icon:** Turns your microphone on/off. Right-click s to choose which microphone to use during the call. * **Video icon:** Turns your video on/off. Right-click to choose which camera to use. * **Share screen icon:** Starts or stops screen sharing. * **Call recording:** Starts or stops the call recording. * **Additional features icon:** Provides access to additional call features: * **Camera:** Choose which camera to use for the call. * **Microphone:** Choose which microphone to used during the call. * **Audio output:** Choose the audio output device for the call. * **Copy Meeting Link:** Click to copy the invite link for the call. * **Choose a view:** * **Tile view:** Enables or disables tile view for the call. * **Full-screen icon:** Expands or collapses the Calls Sidebar. * **Shrink icon:** Closes the Calls sidebar. * **Leave a call icon:** Click to leave or end the call.
# Context Menu The Context menu in Orchestra provides quick access to **key actions for various entities and elements**. Different entities and elements have different options in their context menus, which you can open by right-clicking on various interface elements or by clicking on the `···` icon. Below is the list of entities and elements where the **Context menu** is available: * [Chats Page](/pages-and-ui-elements/chats-page) * Workspace name; * Chats in the chat list; * Header section in the Unread tab of the chat list; * Chat header; * Message in chat; * Breadcrumbs in chat header; * User avatar and name in chat;
* [Tasks Page](/pages-and-ui-elements/tasks-page) * Workspace name; * Custom Views; * Project block header; * Projects in the [Tasks Page](/pages-and-ui-elements/tasks-page#projects-block); * Teams in the [Tasks Page](/pages-and-ui-elements/tasks-page#teams-block); * Project, view, or team header; * Layout tabs in project, view and team; * Tasks in list and kanban views; * Fields values in list and kanban views;
* [Teams Page](/pages-and-ui-elements/teams-page) * Workspace name; * Teams in the [Teams Page](/pages-and-ui-elements/teams-page#teams-block) * Members in the [Teams Page](/pages-and-ui-elements/teams-page#members-section)
* [Info Sidebar](/pages-and-ui-elements/info-sidebar) * `···` icon in the top right corner of the block; * Field values in the [Info Sidebar](/pages-and-ui-elements/info-sidebar#info-tab); * Subtasks and Related tasks in the [Info Sidebar](/pages-and-ui-elements/info-sidebar#info-tab); * Attached files in the [Info Sidebar](/pages-and-ui-elements/info-sidebar#info-tab); * Member section in the [Info Sidebar](/pages-and-ui-elements/info-sidebar#members-tab); * Invite link in the [Info Sidebar](/pages-and-ui-elements/info-sidebar#members-tab); * Attachments in the [Info Sidebar](/pages-and-ui-elements/info-sidebar#attachments-tab)
# Settings Page This page contains all your personal and workspace settings. You can access the Settings page in two ways: * Click on your avatar in the bottom-left corner of the screen; * Click on the workspace icon in the top-left corner of the screen, and in the opened context menu, click on `Workspace settings`. The Settings page consists of two main blocks: * Left sidebar (Settings menu): Here you can find all sections of the Settings page. * Central block: This block displays all the info for the selected Settings section.
## Left Sidebar (Settings Menu) As mentioned, the left sidebar displays all the sections of the Settings page: * My account * My account; * Preferences; * Settings * Space settings; * Notifications; * App config.
### My account In this section, you can manage your personal account details: * Edit name: Click on the `Edit` button next to the Name field. * Edit avatar: Click on the `Edit user avatar` button next to your avatar. * Edit username: Click on the `Edit` button next to the Username field. * Edit email: Click on the `Edit` button next to the Email field. * Edit password: Click on the `Change password` button. * Sign out from your account: Click on the `Sign Out` button to log out of your account. * Remove your account: Click on the `Remove account` button and enter your email to delete your account.
### Subscription In this section, you can manage your subscription. Click on the `Manage subscription` button and follow the instructions to make changes. ### Space settings This section allows you to set up basic workspace settings: * Set workspace icon: Click the pencil icon next to your current workspace icon to upload a new picture from your device. * Chats automatic following. Read more about this feature here: [Key Project Features](/projects/key-project-features#chats-automatic-following) * Delete your workspace. You can read about deleting a workspace below: [Settings Page](/pages-and-ui-elements/settings-page#deleting-a-workspace) ### Deleting a workspace To delete your workspace, click on `Delete space` button at the bottom of the Space settings section, then type your workspace name in the opened input and click `Yes, delete space` button. This action can be performed only by the workspace Owner and cannot be undone. **After deleting a workspace, all data within the workspace will be permanently deleted and cannot be recovered.** *The Settings page is currently under development and will be significantly improved soon.* # Chats Basics Chats is the place where your team communication lives and turns into action ## Overview One of the core ideas of Orchestra is that ***team communication is the foundation for all further work***: every idea, task, project, or goal begins with communication. Orchestra is designed to make communication structured and reduce friction between messaging and task tracking. As the result: * Team **communication** becomes **structured and manageable**; * **Information** from messages **never gets lost** in chats and is **always available** in the relevant tasks and projects; * **Employees** are **no longer overloaded and distracted** by irrelevant messages. Because we believe that communication is central at all work, we have created a **comprehensive and flexible chat structure** in Orchestra. This structure helps efficiently distribute communication across all team activities. Orchestra offers 7 types of chats: 1. **Workspace chat:** Brings all workspace members together in one place. *Use it for company-wide news, updates, and any discussions that involve everyone in the workspace*. 2. **Project chat:** Dedicated to each project in Orchestra. It’s the space for project members to *collaborate, discuss common questions, share project-related information, and provide updates relevant to the project*. 3. **Task chat:** Every task in Orchestra comes with its own chat, where only those directly involved with the task can communicate. It’s the most commonly used chat type, *perfect for focused discussions and updates related to the task at hand.* 4. **Team chat:** Team members can be grouped into teams, each with its own chat. This is where team members can discuss any topics or issues relevant to their specific team, making it *easy to collaborate within a smaller group.* 5. **Personal chat.** This chat is for one-on-one communication between two workspace members. Perfect for private conversations, quick questions, or discussions that don’t require involving a group. *Personal chats are cross-workspace, meaning they remain accessible across all workspaces that the two members share.* 6. **Group chat:** Not tied to any specific project or task. It’s a space for casual conversations, team bonding, or any work-related discussions that don’t need to be confined to a particular task or project. *Use this chat for general communication or informal discussions among team members.* 7. **Channel:** A space where members can view messages, but only designated publishers can post updates. It’s *ideal for sharing company-wide news, announcements, kudos, customer feedback, or any information that needs to be broadcast without open discussion.* With these diverse chat options, Orchestra ensures that communication flows smoothly across all levels of your organization — from task-specific conversations to workspace-wide announcements. Select the right chat type based on your needs and keep your team connected and informed.
## Navigating Chats Since chats are a core entity in Orchestra, they **can be opened across all major Orchestra pages**: [Chats Page](/pages-and-ui-elements/chats-page), [Tasks Page](/pages-and-ui-elements/tasks-page), [Teams Page](/pages-and-ui-elements/teams-page). Also, you can **open chats from the global blocks**: [Info Sidebar](/pages-and-ui-elements/info-sidebar) and [Chat Sidebar](/pages-and-ui-elements/chat-sidebar). ### Open Сhat on Chats Page On the **Chats page**, you will find all chats you have access to. There are several ways to **open a chat** on the Chats page: * From[Chats Page](/pages-and-ui-elements/chats-page#chat-list). Left-click on any chat. * From [Chats Page](/pages-and-ui-elements/chats-page#chat-block) * Right-click on a mention ([Key Messages Features](/chats/key-messages-features#mentions)), in opened [Context Menu](/pages-and-ui-elements/context-menu) select `Open chat`; * Right-click on a member name or avatar, in opened [Context Menu](/pages-and-ui-elements/context-menu) select `Open chat`.
### Open Сhat on Tasks Page On the **Tasks Page**, you can access several types of chats: * **Project chat:** Hover over a project in the [Tasks Page](/pages-and-ui-elements/tasks-page#projects-block) and click the `chat icon` that appears. Alternatively, you can right-click on the project and select `Open Chat` from the context menu. * **Task chat:** Hover over a task in the [Tasks Page](/pages-and-ui-elements/tasks-page#tasks-section), and click on the `chat icon` that shows up. Another way to open a task chat is by right-clicking the task and choosing `Open Chat` from the context menu. * **Team chat:** Hover over a team in the [Tasks Page](/pages-and-ui-elements/tasks-page#teams-block) and click the chat icon. You can also right-click on the team and select `Open Chat` from the context menu. You can also **access chats on the Tasks page** through the Info and Chat sidebars.
### Opening a Сhat on the Teams Page On this page, you can open the following chat types: * **Team chat:** Hover over a team in the [Teams Page](/pages-and-ui-elements/teams-page#teams-block) and click the `chat icon`. Alternatively, right-click on the team and select `Open Chat` from the context menu. * **Personal chat:** To open a chat with a teammate, hover over the member in the [Teams Page](/pages-and-ui-elements/teams-page#members-section) and click the `chat icon` . Alternatively, right-click on the member and select `Open Chat` from the context menu. You can also **open chats on the Teams page** using the Info and Chat sidebars.
### Opening a Chat from the Info Sidebar * Left-click on the chat icon in the top right corner of the sidebar; * In the [Info Sidebar](/pages-and-ui-elements/info-sidebar#info-tab) * Right-click on a field value with a “chat” type (e.g., Project or Parent chat field). In the [Context Menu](/pages-and-ui-elements/context-menu) that appears, select `Open chat`. Learn more about field types: [Fields](/projects/fields) * In the Projects, Tasks, Subtasks, and Related tasks blocks at the bottom of the Info tab. * In the [Info Sidebar](/pages-and-ui-elements/info-sidebar#members-tab). Right-click on a member name or avatar, in opened [Context Menu](/pages-and-ui-elements/context-menu) select `Open chat`.
### Opening a Chat from the Chat Sidebar * Right-click on a mention, in opened [Context Menu](/pages-and-ui-elements/context-menu) select `Open chat` ; * Right-click on a member name or avatar, in opened [Context Menu](/pages-and-ui-elements/context-menu) select `Open chat` .
## Creating a Chat * Click the `Create New Chat` icon in the top right corner of the left sidebar; * In the dropdown menu, choose the type of chat you want to create; * Enter a name for the chat and press Enter. ## Renaming a Chat You can **rename any chat** in the following ways: * From [Chats Page](/pages-and-ui-elements/chats-page#chat-header) * Open the chat you want to rename; * Double-click on the chat name; * Edit the chat name and press `Enter` on your keyboard; * From the [Info Sidebar](/pages-and-ui-elements/info-sidebar) header * Open the Info sidebar of the chat you want to rename; * Click on the chat name; * Edit the chat name and press `Enter` on your keyboard. ## Deleting a Chat There are several ways to **delete a chat**: * From [Chats Page](/pages-and-ui-elements/chats-page#chat-list) * Find the chat you want to delete; * Right-click on the chat; * In the context menu choose `Delete`; * Click `Yes` to confirm; * From the [Chats Page](/pages-and-ui-elements/chats-page#chat-header) * Open the chat you want to delete; * Right-click on the [Chats Page](/pages-and-ui-elements/chats-page#chat-header); * In the opened context menu choose `Delete`; * Click `Yes` to confirm; * From the [Info Sidebar](/pages-and-ui-elements/info-sidebar) * Left-click on the `...` icon in the top right corner of the [Info Sidebar](/pages-and-ui-elements/info-sidebar); * In the opened context menu choose `Delete`; * Click `Yes` to confirm. ## Joining a Chat If you are an Owner or Editor of an entity in Orchestra, you have access to its chats, even if you're not a member. Here’s how to **join a chat**: * Open the chat you want to join by searching for it in the[Chats Page](/pages-and-ui-elements/chats-page#chat-list) or clicking on a chat mention in the[Chats Page](/pages-and-ui-elements/chats-page#chat-block); * Click the `Join` button at the bottom of the [Chats Page](/pages-and-ui-elements/chats-page#chat-block). ## Leaving a Chat You can **leave a chat** in several ways: * From the [Chats Page](/pages-and-ui-elements/chats-page#chat-list) * Find the chat you want to leave; * Right-click on the chat; * In the opened context menu choose `Leave` ; * From the [Chats Page](/pages-and-ui-elements/chats-page#chat-header) * Open the chat you want to leave; * Right-click on the [Chats Page](/pages-and-ui-elements/chats-page#chat-header); * In the opened context menu choose `Leave` ; * From the [Info Sidebar](/pages-and-ui-elements/info-sidebar) * Left-click on the `...` icon in the top right corner of the [Info Sidebar](/pages-and-ui-elements/info-sidebar); * In the opened context menu choose `Leave` . # Add and Manage Chat Members To **manage members in a cha**t, you should have the Owner/Editor role in that chat, or be an Owner/Editor of the superior entity. To manage members, go to the chat [Info Sidebar](/pages-and-ui-elements/info-sidebar#members-tab) by clicking on the `Members` icon in the top-right corner of the screen. There you can: * Add members to a chat; * Remove members from a chat; * Invite members; * Set roles for members. ## Add Members to Chat * Open the [Info Sidebar](/pages-and-ui-elements/info-sidebar#members-tab) in the chat [Info Sidebar](/pages-and-ui-elements/info-sidebar) by clicking on the `Members` icon in the top-right corner of the screen; * Click the `+` button to the right of the Members section; * In the popup, select the members you want to add to chat, and click the `Add member` button.
## Remove Members from Chat * Open the [Info Sidebar](/pages-and-ui-elements/info-sidebar#members-tab) in the chat [Info Sidebar](/pages-and-ui-elements/info-sidebar) by clicking on the `Members` icon in the top-right corner of the screen; * Right-click on the member you want to remove; * Click the `Remove member` action in the context menu that appears.
## Invite Members You can **invite new users directly to a chat** using the **chat invite link**. Users invited to a chat will also join the workspace as members, and to a project if you invited them to a task chat. * Open the [Info Sidebar](/pages-and-ui-elements/info-sidebar#members-tab) in the chat [Info Sidebar](/pages-and-ui-elements/info-sidebar) by clicking on the `Members` icon in the top right corner of the screen; * Click the `Copy link` button in the the Invite link section; * Send the link to the user you want to add.
## Set Roles for Members * Open the [Info Sidebar](/pages-and-ui-elements/info-sidebar#members-tab) in the chat [Info Sidebar](/pages-and-ui-elements/info-sidebar) by clicking on the `Members` icon in the top right corner of the screen; * Right-click on a member or click on the role name; * Click on the role you want to assign to the member. Here you can **read more about roles** in Orchestra: [User Roles](/workspace/user-roles)
# Key Chat Features To help you manage and organize your communications effectively, Orchestra offers a range of actions you can perform with chats. These features are designed to give you control over how you interact with different chats, ensuring that your conversations are streamlined and accessible. Here are the **main actions you can perform with chats**: 1. Make a chat favorite; 2. Mark a chat as read or unread; 3. Add or remove members from a chat; 4. Mute a chat; 5. Pin and unpin chats in the chat list; 6. Archive and unarchive chats. ## Make Chat Favorite; Any chat can be marked as a favorite. Once marked, the chat will appear in the Favorite folder in the[Chats Page](/pages-and-ui-elements/chats-page#chat-list). You can **mark a chat as favorite** in the following ways: * From the [Chats Page](/pages-and-ui-elements/chats-page#chat-list): * Find the chat you want to mark as a favorite; * Right-click on the chat; * In the opened context menu select `Add to favorite`; * From the [Chats Page](/pages-and-ui-elements/chats-page#chat-header): * Open the chat you want to mark as a favorite; * Right-click on the [Chats Page](/pages-and-ui-elements/chats-page#chat-header); * In the opened context menu select `Add to favorite`; * From the [Info Sidebar](/pages-and-ui-elements/info-sidebar) * Left-click the `...` icon in the top right corner of the [Info Sidebar](/pages-and-ui-elements/info-sidebar); * In the opened context menu select `Add to favorite`. To **remove a chat from favorites**, follow the same steps, but choose `Remove from favorite` from the context menu.
## Mark Chat as Read You can **mark any chat with unread messages as read** without having to actually open it. You can do this with a certain chat or with a group of chats. Here's how: To **mark a single chat as read**: * In the [Chats Page](/pages-and-ui-elements/chats-page#chat-list), find the chat with unread messages; * Right-click on the chat; * In the opened context menu select `Mark as read`. Also, you can **mark a group of chats as read** using the [Chats Page](/pages-and-ui-elements/chats-page#unread-folder) in the [Chats Page](/pages-and-ui-elements/chats-page#chat-list): * Open the Unread folder; * Right-click on the block where you want to mark chats as read; * In the opened menu select `Mark as read`. ## Mark Chat as Unread Here is how you can **mark a chat as unread**: * In the [Chats Page](/pages-and-ui-elements/chats-page#chat-list) find the chat you want to mark as unread; * Right-click on the chat; * In the opened context menu select `Mark as unread`. An **unread indicator** will appear on chats marked as unread.
## Mute Chat You can mute any chat in Orchestra. For muted chats, notifications about new messages are not displayed. Additionally, the unread message count will appear in gray. You can **mute a chat** in two ways: * From the [Chats Page](/pages-and-ui-elements/chats-page#chat-list): * Find the chat you want to mute; * Right-click on the chat; * In the opened context menu select `Mute`; * From the [Info Sidebar](/pages-and-ui-elements/info-sidebar): * Left-click the `...` icon in the top right corner of the [Info Sidebar](/pages-and-ui-elements/info-sidebar); * In the opened context menu select `Mute`. To **unmute a chat**, follow the same steps, but choose `Unmute` from the context menu.
## Pin Chat in Chat List You can **pin a chat** to the top of your [Chats Page](/pages-and-ui-elements/chats-page#chat-list) for easy access. There is no limit to the number of chats you can pin. Here's how: * Find the chat you want to pin; * Right-click on the chat; * In the opened context menu select `Pin`. To **unpin a chat**, follow the same steps, but select `Unpin` from the context menu.
## Archive Chat You can archive any chat to remove it from your main chat list but still retain it for later access. There are several ways to **archive a chat**: * From the [Chats Page](/pages-and-ui-elements/chats-page#chat-list): * Find the chat you want to archive; * Right-click on the chat; * In the opened context menu select `Archive`; * From the [Chats Page](/pages-and-ui-elements/chats-page#chat-header): * Open the chat you want to archive; * Right-click on the [Chats Page](/pages-and-ui-elements/chats-page#chat-header); * In the opened context menu select `Archive`; * From the [Info Sidebar](/pages-and-ui-elements/info-sidebar): * Left-click the `...` icon in the top right corner of the [Info Sidebar](/pages-and-ui-elements/info-sidebar); * In the opened context menu select `Archive`.
## Unarchive Chat There are several ways to **unarchive a chat** and restore it to the main chat list: * From the [Chats Page](/pages-and-ui-elements/chats-page#chat-list): * Find the archived chat; * Right-click on the chat; * In the opened context menu select `Unarchive`; * From the [Chats Page](/pages-and-ui-elements/chats-page#chat-header): * Open the archived chat; * Right-click on the [Chats Page](/pages-and-ui-elements/chats-page#chat-header); * In the opened context menu select `Unarchive`; * From the [Info Sidebar](/pages-and-ui-elements/info-sidebar): * Left-click the `...` icon in the top right corner of the [Info Sidebar](/pages-and-ui-elements/info-sidebar); * In the opened context menu select `Unarchive`.
# Key Messages Features Here are the **main actions you can perform on chat messages** in Orchestra: 1. Send messages; 2. Edit messages; 3. Delete message; 4. Mention users or entities; 5. Media lightbox; 6. Message context menu 1. React to a message; 2. Reply to a message; 3. Forward a message; 4. Mark a message as starred; 5. Copy a message; 6. Select messages; 7. View "Seen by" info; 8. Create a task or subtask; 9. Add a message to the description; 10. Add a message to the checklist. ## Send messages To **send messages** in a chat, use the text input field at the bottom of the [Chats Page](/pages-and-ui-elements/chats-page#chat-block). You can send text, emojis, and files of any type in a chat.
### Send message To **send a text message**, just type it in the input field and press Enter or click the `Send message` icon on the right side of the text input; ### Upload files You can **add a file to your message** in several ways: * Click the `Upload file` icon on the left side of the text input field and select the file you want to upload; * Drag and drop the files directly into the chat; * Use the hotkeys `cmd+V` (Mac) or `ctrl+V` (Windows) to paste a file from your clipboard. You can **add multiple files** at once. After adding a file, a file upload block will appear, where you can **remove files, change their order, or preview** them. ### Add emoji To **add an emoji** to the message, click the `Emoji` icon to the right of the text input, then select the emoji you want to add from the popup. ## Edit a message You can **edit a message** in two ways: * Right-click on the message you want to edit and select `Edit`; * Press the Up Arrow key on your keyboard to edit the last sent message. You can edit messages **within 30 minutes** after sending them. ## Delete a message Right-click on the message and select `Delete`. ## Mentions In Orchestra, you can **mention various entities and send them as actionable links** in the chat. The following entities can be mentioned: * Members; * Projects; * Tasks; * Teams; * Group chats; * Channels. To **mention an entity**: * Type `@` in the text input field; * A [Broken mention](broken://pages/zyfejAqwD93FxwTvxcHn#mention-selector) will appear. Choose the entity you want to mention; * Send a message with the mention. There is **no limitation of the mentions** quantity in a message. Sent mentions are **highlighted** in chats. You can left-click or right-click on them to **open the mention sidebar or the context menu**.
## Media Lightbox In the **media lightbox**, you can **preview any media files uploaded to a chat**. To open it, click on a media file in the chat. Here are the **actions you can perform with the lightbox**: * **Slide media files.** Click on the arrows on the left and right sides of the screen or use the arrow keys on your keyboard. * **Collapse the lightbox.** This allows you to navigate through the app without losing the opened file. To do this, click on the `Collapse` icon in the top-right corner of the lightbox. Collapsed window will appear in the bottom-left corner of the screen. To expand it, click `Expand` in the top-right corner of the window. * **Zoom.** To zoom an image in or out, use `Zoom in` and `Zoom out` icons in the bottom-right corner of the lightbox. * **Download files.** Click `Download` in the bottom-right corner of the screen to save a file directly on your device. * **Context menu.** Click the `...` icon in the bottom-right corner of the screen to open the[Context Menu](/pages-and-ui-elements/context-menu)with the following actions: * **Forward:** Forward a file to another chat; * **Save as:** Save a file locally on your desktop; * **Copy:** Copy a file to your clipboard; * **Show message:** Navigate to the original message in the chat which contains the file you’re viewing.
## Message context menu The **Message context menu** contains all the main actions you can perform on a message. To open it, right-click on a message. Here you can read more about [Context Menu](/pages-and-ui-elements/context-menu) ### React to a Message You can **place a reaction** to any message in a chat. To do so, click on the reaction icon to the left of the message context menu. Here, you can select from a set of basic reactions, or click the `+` icon to open a popup with additional reactions available in Orchestra. All reactions for a message are displayed underneath it in the Reactions block. Reactions with a blue border are the ones you've made. You can also set a reaction by clicking the `+` icon in the Reactions block. ### Reply to a Message Use this action to **directly respond to specific messages** in a chat, providing context and keeping conversations organized. Your reply will include a **preview** of the original message for easy reference. Clicking the preview will scroll the chat to the original message that the reply references. If someone replies to your message, a `Mention` icon will appear in the chat in the [Chats Page](/pages-and-ui-elements/chats-page#chat-list). ### Forward a Message This action allows you to **share messages with others** by sending them to different chats. This way, you can quickly relay information without retyping or copying the original message. A forwarded message includes a preview of the original message and its source for easy reference.
### Mark a Message as Starred You can **mark important messages as starred** for easy access. Three UI elements indicate marked messages: * `Star` **icon in a chat** **in** [Chats Page](/pages-and-ui-elements/chats-page#chat-list): This icon indicates that there is at least one starred message in a chat. * **Starred folder:** This folder contains all chats with starred messages. Each starred message in the folder is displayed with its own section. If there are multiple starred messages in a single chat, each one will be listed separately in the Starred folder. Messages in the Starred folder are sorted by date, from the latest to the earliest. * **Starred block in a chat:** The `Star` icon in the top-right corner of the screen indicates that there is at least one starred message in the chat. Clicking this icon scrolls the chat to the starred message and opens the Starred block. In this block, you can navigate through all starred messages using the`Up arrow` and `Down arrow` icons. All starred messages are **highlighted** in a chat.
### Copy a Message This action **copies the entire message** to the clipboard. ### Select Message Message selection allows you to perform actions on a group of messages, such as forwarding or deleting multiple messages. To **select a message**, click on the `Select` action icon in the [#message-context-menu](#message-context-menu "mention") or by clicking on the message's timestamp. You can select multiple messages at once. ### Seen By This feature shows who has seen the message you've selected. Hover over the `Seen by` item in the [#message-context-menu](#message-context-menu "mention") to display all members who have seen the message. You can also see who has read a message in another way: the last read message by a member is marked with their avatar near the message timestamp. If a message has been read by multiple members, their avatars will be shown. Hovering over the avatars will display a popup with a list of all members who have read the message. ### Create a task and subtasks You can **create a task** or subtask directly from a message. To do this, click on the `Create task` or `Create subtask` action in the [#message-context-menu](#message-context-menu "mention"). Here’s how this action works: * A new task or subtask is created. A subtask is created for the original task where the `Create subtask` action was performed. * The message from which the task was created is linked to the newly created task. * All messages from which a task was created are sent to the new task. If the message you want to create a task from includes [Key Messages Features](/chats/key-messages-features#mentions) of a member, you can assign the new task to that member by selecting them in the submenu.
### Add a message to the description You can add any message to the chat description in just two clicks. To do this, click on `Add to description`. You can add several messages at once by using [Key Messages Features](/chats/key-messages-features#select-message) feature. ### Add a message to the checklist You can add any message to the chat checklist in two clicks. To do this, hover over the `Add to checklist` in [#message-context-menu](#message-context-menu "mention")and click on `Create new checklist` or select any existing checklist.
# Project Basics Create work units to organize your work effectively ## Overview A **Project** is the next level in the hierarchy after a workspace and serves as the primary organization unit for all your tasks. With projects, you can **structure your workspace in any way to fit your needs**. For instance, you can create projects for each of your clients or departments, populate them with tasks, add members, assign roles, and get to work. [Tasks Page](/pages-and-ui-elements/tasks-page) is where you'll primarily work with your projects. In the left sidebar, you'll see a list of all your projects. To **view the tasks** within a specific project, simply select it from the list.
## Project Chat Each project has its own dedicated **chat,** where you can communicate with your team regarding project-related matters. You can **access a project chat** in three main ways: 1. From [Chats Page](/pages-and-ui-elements/chats-page): Find the project in the chat list and click on it; 2. From [Tasks Page](/pages-and-ui-elements/tasks-page): 1. Find the project in the [Tasks Page](/pages-and-ui-elements/tasks-page#tasks-block); 2. Hover over the project name; 3. Click the chat icon that appears to the right of the project name. 3. From Project Info: 1. Click on the project on Tasks page; 2. Click the `Info`icon in the top-left corner of the screen; 3. Click the chat icon in the top-left corner of the Info block. ## Project Nesting Orchestra supports **two levels of project nesting**, allowing you to organize your projects into a clear hierarchy, like: * Product development * Product design * Frontend * Backend * Marketing * Landing page * FB campaigns You can nest projects in three ways: * By dragging the project to the second level of nesting. Here's how you can do it: * Open [Tasks Page](/pages-and-ui-elements/tasks-page); * Hover over the project you want to nest in the[Tasks Page](/pages-and-ui-elements/tasks-page#tasks-block); * Click and hold the `Drag` icon; * Move the subproject to the right and below the parent project you want to nest it under; * You can also drag the subproject to the first nesting level (above the parent). * By setting a parent project in the project [Info Sidebar](/pages-and-ui-elements/info-sidebar): * Open [Tasks Page](/pages-and-ui-elements/tasks-page); * In the [Tasks Page](/pages-and-ui-elements/tasks-page#projects-block), click on the project you want to nest under another project; * Open the project's [Info Sidebar](/pages-and-ui-elements/info-sidebar) by clicking the `Info` icon in the top-right corner of the screen; * Click on the Parent selector; * Choose the project you want to nest your current project under; * To remove the nesting, select `Set no parent` in the Parent field selector. * By creating a subroject. Here you can read more about it: [#create-a-subproject](#create-a-subproject "mention"). ## Create a Project You can **create a new project** from the following pages: 1. Chats page; 2. Tasks page. ### Create a Project on the Chats Page
* Go to the Chats page; * Click the `Create New Chat` icon in the top-right corner of the left sidebar; * Select `Project` from the dropdown menu; * Enter the project name and press Enter. This method is convenient if you don't need to set up a project structure right away or if you want to start a conversation about the project immediately. ### Create a Project on the Tasks Page * Navigate to the Tasks page; * Find the Projects section in the left sidebar; * Click the `+` button; * Enter the project name and press Enter. Once the project is created, you can add users and start creating tasks.
### Create a Subproject To **create a subproject**, you can either drag one project into another in the [Tasks Page](/pages-and-ui-elements/tasks-page#projects-block), or right-click on a project in the [Tasks Page](/pages-and-ui-elements/tasks-page#projects-block) and select `+ Add subproject` from the [Context Menu](/pages-and-ui-elements/context-menu).
## Delete a Project You can **delete a project** in three ways: 1. On the Chats page; 2. On the Tasks page; 3. In the Project Info. *Deleting a project will also delete all data inside the project. This action cannot be undone.* ### Delete a Project on the Chats Page * Find the project you want to delete in the chat list; * Right-click on the project; * In the [Context Menu](/pages-and-ui-elements/context-menu), select `Delete`; * Click `Yes` in the confirmation window. ### Delete a Project on the Tasks Page * Find the project you want to delete in the left sidebar; * Right-click on the project name; * In the [Context Menu](/pages-and-ui-elements/context-menu), select `Delete`; * Click `Yes` in the confirmation window. ### Delete a Project in the Project Info * On the Chats or Tasks page, select the project you want to delete; * Open the Project Info by clicking the Info icon in the top-right corner of the screen; * Click the `...` icon in the top-right corner of the screen; * In the [Context Menu](/pages-and-ui-elements/context-menu), select `Delete`; * Click `Yes` in the confirmation window.
## Leaving a Project You can **leave a project** in several ways: * From the [Tasks Page](/pages-and-ui-elements/tasks-page#projects-block) on [Tasks Page](/pages-and-ui-elements/tasks-page) * Find the project you want to leave; * Right-click on the project; * In the opened context menu choose `Leave` ; * From the Project header * Open the project you want to leave; * Right-click on the Project header; * In the opened context menu choose `Leave` ; * From the Project [Info Sidebar](/pages-and-ui-elements/info-sidebar) * Left-click on the `...` icon in the top right corner of the [Info Sidebar](/pages-and-ui-elements/info-sidebar); * In the opened context menu choose `Leave` . # Add and Manage Project Members To manage members in a project, you must have one of the following roles: Workspace Owner/Editor, Project Owner/Editor. To **access the member management options**, navigate to the project [Info Sidebar](/pages-and-ui-elements/info-sidebar#members-tab) by clicking the `Members` icon in the top-right corner of the screen. From there, you can: * Add members to the project; * Remove members from the project; * Invite members; * Set roles for members. ## Add members to a project * Open [Info Sidebar](/pages-and-ui-elements/info-sidebar#members-tab) in the project [Info Sidebar](/pages-and-ui-elements/info-sidebar) by clicking the `Members` icon in the top-right corner of the screen; * Click the `+` button to the right of the Members section; * In the popup, select the members you wish to add and click `Add member` . ## Remove members from a project * Open [Info Sidebar](/pages-and-ui-elements/info-sidebar#members-tab) in the project [Info Sidebar](/pages-and-ui-elements/info-sidebar) by clicking the `Members` icon in the top-right corner of the screen; * Right-click on the member you wish to remove; * Click `Remove member` in the context menu. ## Invite members With a **project invite link** you can invite new users directly to project. Users who are invited to the project will also join your workspace as members. * Open the [Info Sidebar](/pages-and-ui-elements/info-sidebar#members-tab) in the project [Info Sidebar](/pages-and-ui-elements/info-sidebar) by clicking the `Members` icon in the top-right corner of the screen; * Click the `Copy link` button in the the Invite link section; * Send the link with the user you want to invite. ## Set roles for members * Open the [Info Sidebar](/pages-and-ui-elements/info-sidebar#members-tab) in the project [Info Sidebar](/pages-and-ui-elements/info-sidebar) by clicking the `Members` icon in the top-right corner of the screen; * Right-click on a member or click on the current next to their name; * Select the role you want assign to the member. For **more information about roles** in Orchestra - see [User Roles](/workspace/user-roles) # Key Project Features All projects in Orchestra come with a variety of features to help you manage your team and workflows efficiently. These features allow you to customize fields, create different layouts, and much more. Here are the **key project features**: 1. Creating and managing [Fields](/projects/fields); 2. Creating and managing [Project Layouts](/projects/project-layouts); 3. Project Privacy; 4. Archiving; 5. Opening an archived project; 6. Unarchiving; 7. Task automatic archiving; 8. Chats automatic following. ## Project Privacy Orchestra offers two **types of projects**: 1. **Regular.** Projects of this type are visible to all project members, as well as to all Workspace Owners and Editors. 2. **Private.** Projects of this type are only visible to the members specifically added to them. Even Workspace Owners and Editors will not have access unless they are added as members of a private project. ## Archive a Project Once a project is complete, you can **move it to the archive**. This can be done in the following ways: * From the [Chats Page](/pages-and-ui-elements/chats-page#chat-list) on the Chats page; * From the Project Header; * From the project [Info Sidebar](/pages-and-ui-elements/info-sidebar); * From the [Tasks Page](/pages-and-ui-elements/tasks-page#projects-block) on the Tasks page. *All tasks within the archived project will also be archived.* ### Archive a Project from the Chat list * Right-click on the project chat in the chat list; * Select `Archive` from the [Context Menu](/pages-and-ui-elements/context-menu). ### Archive a Project from the Project header * On the Chats or Tasks page, right-click on the project header; * Select `Archive` from the [Context Menu](/pages-and-ui-elements/context-menu). ### Archive a Project from the Project info sidebar * Open the Project Info Sidebar; * In the top-right corner of the sidebar, click the `...` icon; * Select `Archive` from the [Context Menu](/pages-and-ui-elements/context-menu). ### Archive a Project from the Projects section in Tasks * Right-click on the project name in the Projects section; * Select `Archive` from the [Context Menu](/pages-and-ui-elements/context-menu). ### Open an Archived Project * Right-click on the Projects section header; * Select `Show archived` from the context menu; * Click on the project you need.
### Unarchive a Project You can **unarchive a project** in the following ways: * From the Chat List; * From the Project Header; * From the Project Info Sidebar; * From the Projects section in Tasks. #### Unarchive a project from the Chat list * Right-click on the project chat in the chat list; * Select `Unarchive` from the [Context Menu](/pages-and-ui-elements/context-menu). #### Unarchive a project from the Project header * On the Chats and Tasks pages, right-click on the project header; * Select `Unarchive` from the [Context Menu](/pages-and-ui-elements/context-menu). #### Unarchive a project from the Project Info sidebar * Open the Project Info Sidebar; * In the top-right corner of the info sidebar, click the `...` icon; * Click `Unarchive` in the [Context Menu](/pages-and-ui-elements/context-menu). #### Unarchive a project from the Projects section in Tasks * Right-click on the project name; * Click `Unarchive` in the [Context Menu](/pages-and-ui-elements/context-menu).
## Task automatic archiving For each project in Orchestra, you can set a period after which completed tasks will be automatically archived. To enable this feature, follow these steps: * Go to the [Chats Page](/pages-and-ui-elements/chats-page) or [Tasks Page](/pages-and-ui-elements/tasks-page) and select the project you need; * Click the `Info` icon in the top-right corner of the screen; * In the Info block that appears, click the Settings tab; * Toggle the `Automatically archive tasks` option to enable or disable it. ## Chats Automatic Following As an Owner or Editor of a workspace or project, you can auto-follow for all task chats within the project. This means you will receive notifications from all auto-followed task chats, even if you're not a member of them. You can enable or disable the auto-follow feature in the following way: * Go to the [Chats Page](/pages-and-ui-elements/chats-page) or [Tasks Page](/pages-and-ui-elements/tasks-page) and select the project you need; * Click the `Info` icon in the top-right corner of the screen; * In the Info block that appears, click the Settings tab; * Toggle the `Automatically follow chats` option. # Project Settings Each project in Orchestra has its own settings. To **access project settings**: * Go to the [Chats Page](/pages-and-ui-elements/chats-page) or [Tasks Page](/pages-and-ui-elements/tasks-page) and select the project you need; * Click the `Info` icon in the top-right corner of the screen; * In the Info block that appears, click the Settings tab. In the project settings, **you can**: * Manage [Fields](/projects/fields); * Set [Key Project Features](/projects/key-project-features#project-privacy); * Set time for [Key Project Features](/projects/key-project-features#task-automatic-archiving); * Enable or disable [Key Project Features](/projects/key-project-features#chats-automatic-following). # Project Layouts In Orchestra, each project has two **default layouts**: List and Kanban. You can choose one of these as the default layout to be displayed when you open a project. To **set a default layout**, right-click on the layout name and select `Set as default` from the context menu. Additionally, you can **create custom layouts** tailored to your specific workflows. ## Default Layouts There are two main layouts in Orchestra: * **List layout:** The List layout displays all tasks, including nested tasks and fields. You can edit field values directly in the list by clicking on the field. Tasks can be reordered or nested by dragging them; * **Kanban layout:** The Kanban layout shows tasks organized by their status. This layout provides a clear visual representation of task progress.
## Custom Layouts You can **create custom layouts** in projects with different filters, grouping, and sorting applied to tasks. These layouts allow you to **personalize how tasks are displayed** based on your needs. ### Create a Custom Layout * Click the `+` button to the right from the default layout; * Enter a name for your custom layout; * Apply the desired filters, sorting, and grouping options; * Click `Save` to save your custom layout.
### Edit a Custom Layout * Right-click on the tab of the custom layout you wish to edit; * Select `Edit` from the dropdown menu; * Update the layout name; * Edit filters, sorting, and grouping as needed; * Click `Save` to save the changes. ### Delete a Custom Layout * Right-click on the tab of the custom layout you want to delete; * Select `Delete` from the dropdown menu. *Deleting a custom layout is permanent and cannot be undone. There will be no confirmation prompt, and all data associated with the layout will be lost.*
# Fields You can **tailor your projects** to fit your workflow **by managing project fields**. There are two main types of fields in Orchestra: default fields and custom fields. To create, edit, or delete fields, you must have one of the following roles: Workspace Owner, Workspace editor, Project owner, or Project Editor. ## **Default fields**
Field nameSelection TypeDescription
ProjectUser-SelectedA project to which the task belongs
Parent taskUser-SelectedA task in which another task is nested
AssigneeUser-SelectedA member assigned to a task
Due dateUser-SelectedA date or date range in which the task is planned to be completed
StatusUser-SelectedA task status
OwnerAutomatic
Can be changed		A member who created the task, the owner can be changed
PriorityUser-SelectedTask priority
Created atAutomaticThe date when the task was created
Completed atAutomaticThe date when the task was completed
*Currently, default fields are automatically created for each new project. In the near future, you will have the option to disable any of these fields for specific projects as needed.* ## Custom fields Here are the **field types** we have in Orchestra:
Field typeSelection typeDescription
DateSingleAllows users to set additional dates beyond the Due Date field
MemberSingle
Multiple		Allows users to add other workspace members as participants in a task
ChatSingle
Multiple		Allows users to create links to other chats within the workspace
OptionSingle
Multiple		Allows users to select from a predefined list of options
TextSingleAllows users to enter text
StatusSingleAllows users to create a custom status workflow
*In the near future, additional field types will be added, including Number, Link, Big Text, and more.* ### Creating fields To **create a new field**, follow these steps: * Go to [Project Settings](/projects/project-settings); * Click the `+` button to the right of the Fields header; * Select the field type you want to create; * Enter a field name; * For Option and Status fields, add the available options; * For fields with selections, choose the selection type: single or multiple; * Click `Done` to save the field.
### Editing fields You can **edit all created custom fields and the default status field**. To edit a field: * Go to [Project Settings](/projects/project-settings); * Click on the field type you want to edit. The field block will open; * Click on the field you want to edit; * To edit the field name, click on it and modify it; * To edit a field option, click on the option and make the changes; * Click Done to save the changes. ### Deleting fields To **delete a field**: * Go to [Project Settings](/projects/project-settings); * Right-click on the field type you want to delete; * Select `Remove` from the context menu. *Fields are deleted without any confirmation modal, and all deleted information will be permanently lost.*
## Status Field Every project in Orchestra has a preset status field with the following statuses: * Backlog; * To do; * Doing; * Review; * Done. If needed, you can edit the preset status field or create several additional statuses. ### Primary Project If you **create several status** fields in a project, you can set a Primary project. For this: * Open [Project Settings](/projects/project-settings); * Click the Primary status field value and choose it in the opened dropdown menu. ## Fields order and visibility You can **adjust the order and visibility of fields** in List, Kanban, and the Info block. ### Changing Field Order in the List You can **change field order** in list by the two ways: in the list header and in `Field` dropdown menu. #### Reorder Fields in the List header: * In the List view header, click and hold the field you want to reorder; * Drag the field left or right by moving cursor to the desired position. #### Reorder fields via the `Field` dropdown menu: * Click the `Field` button in the top-right corner; * Click and hold the drag icon next to the field; * Drag the field by moving cursor up or down to the desired position.
### Changing Field Order in Kanban You can **reorder both fields and columns** in the Kanban view. #### Reorder Fields in Kanban cards * Click the `Field` button in the top-right part; * Click and hold the drag icon next to the field; * Drag the field by moving cursor up or down to the desired position. #### Reorder columns in Kanban * Click and hold the column name in Kanban; * Drag the column by moving cursor left or right to the desired position. ### Changing Field Order in the Info Sidebar * Open [Project Settings](/projects/project-settings); * Click and hold the drag icon of the field you want to reorder; * Drag the field by moving cursor up or down to the desired position. ### Kanban default Grouping You can choose a default field to group Kanban in the following way: * Open [Project Settings](/projects/project-settings); * Click on the Kanban default grouping value and choose it in the opened dropdown menu. # Tasks Basics ## Overview A **task** is the core entity in your project management workflow. It represents an individual piece of work that needs to be completed within a project. Tasks help break down larger projects into manageable steps. You can assign tasks to team members, set due dates, add descriptions, attach files, and track progress. Tasks can also be structured into subtasks to handle more complex projects. The [Tasks Page](/pages-and-ui-elements/tasks-page) is where you’ll spend most of your time managing tasks. This page lists tasks from all your projects, allowing you to filter, sort, and prioritize them based on deadlines, assignees, or other criteria. This helps keep your work organized and manageable. Tasks support up to four levels of nesting, allowing you to create structured task hierarchies, such as: * Launch new landing page * Design phase * Create wireframes * Review wireframes with the team * Design high-fidelity mockups * Get feedback from stakeholders * Finalize design * Prepare assets for development * Development phase * Set up development environment * Install required dependencies * Implement front-end code * Code HTML structure * Implement CSS styling * Add JavaScript interactivity ## Tasks Layouts All tasks on [Tasks Page](/pages-and-ui-elements/tasks-page) are presented in two default layouts: List and Kanban. Additionally, you can create custom layouts. Both default and custom layouts are available across all projects and views. For more details on how layouts work, see [Project Layouts](/projects/project-layouts) and Views Layouts. ## Task Chat Each task has its own chat for discussions and collaboration. You can access a task chat in three ways: 1. From the Chats page: find the task in the chat list and click on it; 2. From the Tasks page: 1. Find the task in the [Tasks Page](/pages-and-ui-elements/tasks-page#tasks-block); 2. Hover the cursor over it; 3. Click on the chat icon that appears to the right of the task name. 3. From the Task Info: 1. Click on the task on the Tasks page; 2. Click the info icon in the top left corner of the screen; 3. Click the chat icon in the top left corner of the Info block. ## Create Task You can create a new task in several ways: 1. On the Chats page; 2. On the Tasks page; 3. From a message in a chat; ### Creating a Task on the Chats Page * Go to the Chats page; * Click `Create New Chat` icon in the top right corner of the left sidebar; * Choose `Task` in the dropdown menu; * Enter the task name and press `Enter`; * After creation, you can add members and start a conversation in the task chat, or fill in task details in the opened [Info Sidebar](/pages-and-ui-elements/info-sidebar) This method is ideal for quickly creating tasks and immediately collaborating on them. For bulk task creation or setting up a structured task hierarchy, the [Tasks Page](/pages-and-ui-elements/tasks-page) is recommended. ### Creating a Task on the Tasks Page There are several different ways to create a task on the [Tasks Page](/pages-and-ui-elements/tasks-page) depending on the[#tasks-layouts](#tasks-layouts "mention") you use. #### Creating a Task in List Layout There are two main ways to create a task in List layout: * Using the `+` icon in the `Name` column. This action creates a new task at the start of the task list. * Using `+Add task` action at the bottom of the task list. This action creates a new task at the end of the task list. * Using Insert Task Line - `+Add task` action between tasks in the task list. This action creates a new task between existing tasks. After doing any of these actions, follow the next steps to finish creating a new task: * Type the task name in the input field that appears; * Press `Enter` to create the task, or `cmd`\\`ctrl` + `Enter` to create the task and open [Info Sidebar](/pages-and-ui-elements/info-sidebar) to set it up; After pressing `Enter`, a new input field appears, allowing you to quickly create multiple tasks without needing to click any additional actions in the interface. Additionally, you can press `Tab` to move the newly created task to the next nesting level, effectively making it a subtask. #### Creating a Task in Kanban Layout Use `+` icon in the header of Kanban columns to create a new task in Kanban. ### Create Subtask You can create a subtask in two ways: in List layout [Project Layouts](/projects/project-layouts#default-layouts) , and in [Info Sidebar](/pages-and-ui-elements/info-sidebar) #### Creating a Subtask in List Layout Creating a subtask via [Context Menu](/pages-and-ui-elements/context-menu) * Right-click on the task you want to create a subtask for; * Click on `+Add subtask` action in the displayed [Context Menu](/pages-and-ui-elements/context-menu); * Type the subtask name and press `Enter .` Creating a subtask with Insert Task Line * Hover the cursor between two tasks to display the Insert Task Line, which consists of a line and `+Add task` text; * Click on the Insert Task Line; * Type the task name in the appeared input field; * Press `Tab` to nest the task on the next nesting level; * Press `Enter` to create a new task, or `cmd`\\`ctrl` + `Enter` to create a task and open [Info Sidebar](/pages-and-ui-elements/info-sidebar) to set it up. #### Creating a Subtask in Info Sidebar Here are the steps to create a subtask in [Info Sidebar](/pages-and-ui-elements/info-sidebar): * Open [Info Sidebar](/pages-and-ui-elements/info-sidebar); * Scroll down to the bottom of the sidebar; * Click on the `+` icon in the Subtask block; * Type the subtask name; * Press `Enter`. ## Editing Task Name You can edit the task name in several ways: * In List layout; * In Kanban layout; * In [Info Sidebar](/pages-and-ui-elements/info-sidebar). ### Editing Task Name in List Layout Follow the next steps to edit task name: * Double-click on the task name in the list; * Edit text in the task name input field; * Press `Enter` . ### Editing Task Name in Kanban Layout Follow the next steps to edit task name: * Double-click on the task name in kanban; * Edit text in the task name input field; * Press `Enter` . ### Editing Task Name in Info Sidebar Follow the next steps to edit task name: * Double-click on the task name in [Info Sidebar](/pages-and-ui-elements/info-sidebar)header; * Edit text in the task name input field; * Press `Enter` . ## Editing Task Fields You can edit task fields in several ways: * In List layout; * In Kanban layout; * In [Info Sidebar](/pages-and-ui-elements/info-sidebar). The logic for editing fields remains the same across all these methods: * Click on the task field you want to edit; * In the opened Selector, select the necessary field value. ## Deleting a Task ### Deleting a Task on the Chats Page * Find the task you want to delete in the chat list; * Right-click the task; * In the opened context menu, select `Delete`; * Click `Yes` in the confirmation window. ### Deleting a Task on the Tasks Page * Find the task you want to delete in the left sidebar; * Right-click the task name; * In the opened context menu, select `Delete`; * Click `Yes` in the confirmation window. ### Deleting a Task in the Task Info * On the Chats or Tasks page, choose the task you want to delete; * Open Task Info by clicking on the Info icon in the top right corner of the screen; * Click the `...` icon in the top right corner of the screen; * In the opened context menu, select `Delete`; * Click `Yes` in the confirmation window. **Warning:** ***Deleting a task is permanent and cannot be undone.*** ## Uploading files You can add a file to your task in several ways: * Click on the `Upload file` icon on the left of the text input field and choose the file you want to upload; * Drag and drop the files you want to upload directly to the chat; * Use the hotkey `cmd+V` or `ctrl+V` to paste a file from the clipboard. **You can add multiple files at once.** After adding a file, file uploading block will be displayed. In this block, you can remove files, change their order, and preview them. ## Leaving a Task You can **leave a task** in several ways: * From the [Tasks Page](/pages-and-ui-elements/tasks-page#projects-block) on [Tasks Page](/pages-and-ui-elements/tasks-page) * Find the task you want to leave; * Right-click the task; * In the opened context menu, select `Leave` ; * From the Task header * Open the task you want to leave; * Right-click the Task header; * In the opened context menu, select `Leave` ; * From the Task [Info Sidebar](/pages-and-ui-elements/info-sidebar) * Left-click on the `...` icon in the top right corner of the [Info Sidebar](/pages-and-ui-elements/info-sidebar); * In the opened context menu, select `Leave` . # Add and Manage Task Members To **manage members in a task**, you must have the Owner or Editor role in the task's project, or be an Owner or Editor of your workspace. To manage members, go to the [Info Sidebar](/pages-and-ui-elements/info-sidebar#members-tab) by clicking on the task on the [Tasks Page](/pages-and-ui-elements/tasks-page) and then on the Members tab in the task's [Info Sidebar](/pages-and-ui-elements/info-sidebar). From there, you can: * Add members to the task; * Remove members from the task; * Invite new members; * Set roles for members. ## Add Members to a Task * Navigate to the [Tasks Page](/pages-and-ui-elements/tasks-page); * Open task's [Info Sidebar](/pages-and-ui-elements/info-sidebar) by clicking on the task you want to add members to; * Open the [Info Sidebar](/pages-and-ui-elements/info-sidebar#members-tab) in the task's [Info Sidebar](/pages-and-ui-elements/info-sidebar); * Click the `+` button to the right of the Members section; * In the popup, select the members you want to add to the task, and then click the `Add member` button. ## Remove Members from a Task * Go to the [Tasks Page](/pages-and-ui-elements/tasks-page); * Open task's [Info Sidebar](/pages-and-ui-elements/info-sidebar) by clicking on the task you want to remove members from; * Open the [Info Sidebar](/pages-and-ui-elements/info-sidebar#members-tab) in the task's [Info Sidebar](/pages-and-ui-elements/info-sidebar); * Right-click on the member you want to remove; * Select `Remove member` from the context menu that appears. ## Invite Members You can **invite new users directly to a task** using the **task invite link**. Invited users will automatically join the task's chat, as well as the task's project and workspace. * Navigate to the [Tasks Page](/pages-and-ui-elements/tasks-page); * Open task's [Info Sidebar](/pages-and-ui-elements/info-sidebar) by clicking on the task you want to invite a member to; * Open the [Info Sidebar](/pages-and-ui-elements/info-sidebar#members-tab) in the task's [Info Sidebar](/pages-and-ui-elements/info-sidebar); * Click the `Copy link` button in the the Invite Link section; * Send the copied link to the user you want to invite. ## Set Roles for Members * Go to the [Tasks Page](/pages-and-ui-elements/tasks-page); * Open task's [Info Sidebar](/pages-and-ui-elements/info-sidebar) by clicking on the task in which you want to set member roles; * Open the [Info Sidebar](/pages-and-ui-elements/info-sidebar#members-tab) in the task's [Info Sidebar](/pages-and-ui-elements/info-sidebar); * Right-click on the member, or click on their current role name; * Select the role you want to assign to the member. Here you can **read more about roles** in Orchestra: [User Roles](/workspace/user-roles) # Filters, Sort, Group, and Fields Customize layouts with various filters, grouping, and sorting options. Use fields to have only necessary info displayed Orchestra provides multiple ways to structure your projects and views efficiently. With filtering, sorting, and grouping options which you can find on the [Tasks Page](/pages-and-ui-elements/tasks-page), it's possible to quickly reorganize information and extract valuable insights. ## Filters To focus on specific projects or views, you can filter both List and Kanban layouts by any [Fields](/projects/fields#default-fields) and [Fields](/projects/fields#custom-fields) you have in a view or project. Also, you can apply single or multiple filters at the same time. *To **restore default filter settings**, click the* `Reset` *button located:* * *To the left of Filters, Sort, Group, and Fields panel , or* * *In the Filters context menu.* ## Sorting ou can apply sorting to each filter by clicking`Sort` in the toolbar. Sorting allows you to arrange entities based on [Fields](/projects/fields#default-fields) and [Fields](/projects/fields#custom-fields) in both List and Kanban layouts. You can sort data in two ways: * By clicking a field name: * One click sorts in ascending (A-Z) order; * Two clicks sort in descending (Z-A) order; * A third click removes sorting. * From the toolbar: just click `Sort` in the toolbar and choose the relevant fields in the context menu. When sorting by multiple fields, **priority in the sorting order is given to the first selected field.** ## Grouping Group entities within your workspace using the [Fields](/projects/fields#default-fields) and [Fields](/projects/fields#custom-fields): **There are two grouping levels** that can be selected for grouping in List and Kanban layouts. For instance, to group data by Status and Assignee: * Click `Group` in the layout toolbar; * Select `Status` from the context menu; * Choose the relevant status options in the panel on the right; * Seect `Assignee` from the context menu; * Pick the required team members from the panel on the right. To undo changes, click the `Reset`button. ## Fields Each project or view contains multiple fields that can be used for filtering, sorting, and grouping. To display only relevant information, use the `Fields` option in both List and Kanban layouts to show or hide specific fields: * Click the checkbox next to a field name in the `Fields` context menu to toggle visibility; * Reorder fields in both List and Kanban views by dragging them. Click and hold the **drag icon** next to the field name in the layout toolbar or `Fields` menu, then move it to the desired position. To undo any changes, click the `Reset`button. *Note: Applying different filtering, sorting, or grouping options **removes all existing nesting structures**.* # Key Tasks Features Orchestra provides a comprehensive task management system that helps streamline workflows and improve productivity. Key task features include: * Task duplication; * Archiving; * Unarchiving; * Opening archived tasks; * Drag-and-drop task management; * Related tasks. ## Duplicating a Task The Task Duplication feature allows users to quickly create copies of existing tasks, saving time and effort when managing similar work items. It can prove itself useful for recurring tasks, template-based workflows, consistent task assignments, and project scaling. To duplicate a task, do the following steps: * Navigate to the [Tasks Page](/pages-and-ui-elements/tasks-page); * Find the relevant project and the task you need in it; * Right-click the task; * In the appeared context menu, select `Duplicate`. ## Archiving Tasks Each task in Orchestra can be archived. There are several ways to do it: * In List layout; * In Kanban layout; * In [Info Sidebar](/pages-and-ui-elements/info-sidebar). ### Archive Task in List Layout * Right-click on the task in the tasks list; * Select `Archive` in the [Context Menu](/pages-and-ui-elements/context-menu). ### Archiving a Task in Kanban Layout * Right-click on the task in Kanban; * Select `Archive` in the [Context Menu](/pages-and-ui-elements/context-menu). ### Archiving Task in Info Sidebar * Click `...`icon in the top right corner of [Info Sidebar](/pages-and-ui-elements/info-sidebar); * Select `Archive` in the [Context Menu](/pages-and-ui-elements/context-menu). ## Archived Tasks Block You can find archived tasks in the Archived Tasks Block on the [Tasks Page](/pages-and-ui-elements/tasks-page). To open it, click `Show Archived` in the bottom right corner of the screen. Archived tasks can be viewed within any project or view. If you want to see all archived tasks at once, go to the `All` view and click `Show Archived`. ## Unarchiving Tasks * From the [Chats Page](/pages-and-ui-elements/chats-page#chat-list) on Chats page; * From the task header; * From the task [Info Sidebar](/pages-and-ui-elements/info-sidebar); * From the [#archived-tasks-block](#archived-tasks-block "mention"). #### Unarchiving a Task from Chat List All archived tasks you have access to are available in [Chats Page](/pages-and-ui-elements/chats-page#chat-list). You can use chat list search input to find them. After finding it, follow the next steps to unarchive: * Right-click on the task chat in the chat list; * Select `Unarchive` in the [Context Menu](/pages-and-ui-elements/context-menu). #### Unarchiving a Task from Task Header * On the Chats and Tasks pages, right-click on the task header; * Select `Unarchive` in the [Context Menu](/pages-and-ui-elements/context-menu). #### Unarchiving a Task from Task Info Sidebar * In the top right corner of the [Info Sidebar](/pages-and-ui-elements/info-sidebar) click on `...` icon; * Select `Unarchive` in the context menu. #### Unarchiving a Task from Archived Tasks Block * Open [#archived-tasks-block](#archived-tasks-block "mention"); * Right-click on the task in List or Kanban view; * Select `Unarchive` in the [Context Menu](/pages-and-ui-elements/context-menu). ### Opening Archived Tasks You can open archived tasks in the following ways: * From [Chats Page](/pages-and-ui-elements/chats-page#chat-list) on the Chats page; * From [Tasks Page](/pages-and-ui-elements/tasks-page#projects-block); * From [#archived-tasks-block](#archived-tasks-block "mention"). ### Opening Archived Tasks from Chat List All archived tasks you have access to are available in [Chats Page](/pages-and-ui-elements/chats-page#chat-list). You can use chat list search input to find them. After that, follow the next steps to unarchive: * Right-click the task you want to unarchive; * In the opened context menu, select `Unarchive .` ### Open Archived Tasks from Project Block **After project archivation, all tasks within the project will also be archived**. To view archived tasks, follow these steps: * In the Project block, find the Project block header and right-click it; * In the opened context menu, select `Show archived`; * All archived tasks will be displayed and colored in gray. ### Opening Archived Tasks from Archived Tasks Block On the [Tasks Page](/pages-and-ui-elements/tasks-page) of your workspace, you can find archived tasks related to a view or a project. To view them, do the following actions: * Choose the view in the Views block or the project in the Project block; * In the bottom right corner of the screen, left-click `Show archived`; * Choose the archived task you would like to interact with. To get back to current tasks, left-click `Show current tasks`in the bottom right corner of the screen. ## Drag-and-Drop Task Management Orchestra allows for seamless task organization with drag-and-drop functionality: * **Rearrange Tasks** – Move tasks within a project by dragging them to a new position in the List or Kanban layout. * **Move Between Projects** – Drag a task directly into another project using the left sideba**r** on the [Tasks Page](/pages-and-ui-elements/tasks-page). * **Create Nested Tasks** – Drag a task onto another task to establish a hierarchical structure within a project. This intuitive feature helps streamline task management, making it easy to adjust workflows on the fly. ## Related tasks The Related Tasks feature in Orchestra enables users to link tasks that are connected, dependent on each other, or share common elements. This provides a clear, contextual view of how different tasks interact, ensuring better workflow coordination and visibility. Here's how it works: 1. **Feature Concept** – A new feature is first discussed and documented in a dedicated task, outlining goals, requirements, and initial ideas. 2. **Design Task** – Once the concept is approved, a separate design task is created to develop wireframes, UI/UX elements, and user flows. 3. **Development Task** – After the design is finalized, developers create their own task to implement the feature, referencing both the concept and design tasks. 4. **QA Task** – Once development is complete, the QA team sets up a testing task to validate functionality, ensure quality, and report any issues. By linking these tasks, teams gain a **structured workflow**, ensuring transparency, smooth handoffs, and efficient progress tracking across departments. To **add a related task**: * Click the task you would like to add a related task to in the [Tasks Page](/pages-and-ui-elements/tasks-page#tasks-block) on the [Tasks Page](/pages-and-ui-elements/tasks-page); * Scroll down to the bottom of the task [Info Sidebar](/pages-and-ui-elements/info-sidebar); * Press `+`to the right of the `Related tasks`section; * Choose the task you need from the list or type its name in the input field. *You can add single or multiple tasks as related at once.* # Views Basics ## Overview Views let you **organize and customize how you interact with tasks across projects**. You can filter, sort, and group tasks based on various criteria, making it easy to focus on what’s most important. Choose from default layouts like Lis**t** and Kanban, or create custom views tailored to your workflow. With flexible customization options, the Views page helps you stay in control of your projects and manage tasks efficiently. ## Views Privacy In Orchestra, views are private. Ir means that **they are only visible to the members specifically added to them**. Even Workspace Owners and Editors will not have access unless they are added as members of a private project. ## Creating a View You can **create a new view** from the [Tasks Page](/pages-and-ui-elements/tasks-page). To do this, take the following steps: * Navigate to the [Tasks Page](/pages-and-ui-elements/tasks-page) * In the Views block, click the `+ icon`; * In the opened context menu, select `Create new view`; * Enter the view name in the text input field and press `Enter`. Once the view is created, you can add members to it. ## Filters, Sort, Group, and Fields To customise the views you create and make them work efficiently, use powerful yet easy tools - Filters, Sorting, Grouping, and Fields. You can learn more about fields, filtering, sorting, and grouping options here: [Filters, Sort, Group, and Fields](/tasks/filters-sort-group-and-fields) ## Leaving a View You can **leave a view** in two ways: * From the [Tasks Page](/pages-and-ui-elements/tasks-page#views-block) on [Tasks Page](/pages-and-ui-elements/tasks-page) * Find the view you want to leave; * Right-click on the view; * In the opened [Context Menu](/pages-and-ui-elements/context-menu), select `Leave` ; * Follow the instructions in the confirmation window. * From the View [Info Sidebar](/pages-and-ui-elements/info-sidebar) * Open the view you want to leave; * Left-click on the `...` icon in the top right corner of the View[Info Sidebar](/pages-and-ui-elements/info-sidebar); * In the opened [Context Menu](/pages-and-ui-elements/context-menu), select `Leave` ; * Follow the instructions in the confirmation window. ## Deleting a View You can **delete a view** in two ways: 1. From the [Tasks Page](/pages-and-ui-elements/tasks-page#views-block) on the [Tasks Page](/pages-and-ui-elements/tasks-page); 2. From the View Info sidebar. ***Deleting a view will also delete all data inside the view. This action cannot be undone.*** ### Deleting a View on the Tasks Page * Find the view you want to delete in the [Tasks Page](/pages-and-ui-elements/tasks-page#views-block); * Right-click on the view; * In the [Context Menu](/pages-and-ui-elements/context-menu), select `Delete`; * Click `Yes` in the confirmation window. ### Deleting a View from the View Info Sidebar * Open the view you want to delete; * Open the view's Info sidebar; * Click the `...`button in the top-right corner of the screen; * In the opened [Context Menu](/pages-and-ui-elements/context-menu), select `Delete`; * Click `Yes` in the confirmation window. # Add and Manage View Members To **manage members in a view**, you must have the Owner or Editor role in it, or be an Owner or Editor of your workspace. To manage members, go to the [Info Sidebar](/pages-and-ui-elements/info-sidebar#members-tab) by clicking on the view on the [Tasks Page](/pages-and-ui-elements/tasks-page) and then on the Members tab in the view's [Info Sidebar](/pages-and-ui-elements/info-sidebar). From there, you can: * Add members to the view; * Remove members from the view; * Invite new members; * Assign roles. ## Adding Members to a View * Navigate to the [Tasks Page](/pages-and-ui-elements/tasks-page); * Find the view you want to add members to; * Open the view's [Info Sidebar](/pages-and-ui-elements/info-sidebar) by left-clicking the view; * Open the [Info Sidebar](/pages-and-ui-elements/info-sidebar#members-tab) in the view's [Info Sidebar](/pages-and-ui-elements/info-sidebar); * Click the `+` button to the right of the Members section; * In the popup, select the members you want to add to the view, and then click the `Add member` button. ## Removing Members from a View * Go to the [Tasks Page](/pages-and-ui-elements/tasks-page); * Find the view you want to remove members from; * Open task's [Info Sidebar](/pages-and-ui-elements/info-sidebar) by left-clicking the view; * Open the [Info Sidebar](/pages-and-ui-elements/info-sidebar#members-tab) in the view's [Info Sidebar](/pages-and-ui-elements/info-sidebar); * Right-click on the member you want to remove; * Select `Remove member` from the context menu that appears. ## Setting Roles for Members * Go to the [Tasks Page](/pages-and-ui-elements/tasks-page); * Find the view where you want to assign roles; * Open view's [Info Sidebar](/pages-and-ui-elements/info-sidebar) by left-clicking the view; * Open the [Info Sidebar](/pages-and-ui-elements/info-sidebar#members-tab) in the view's [Info Sidebar](/pages-and-ui-elements/info-sidebar); * Right-click on the member, or click on their current role name; * Select the role you want to assign to the member. Here you can **read more about roles** in Orchestra: [User Roles](/workspace/user-roles) # Calls Basics ## Overview In Orchestra, Calls provide an integrated space for seamless voice and video communication within your workspace. You can schedule and join meetings, initiate quick calls with teammates, and collaborate in real time without leaving the app. Whether discussing tasks, brainstorming ideas, or resolving issues, Calls ensure smooth and efficient communication. Calls have the following UI blocks and elements: * **Small Call Island:** Located in the bottom-right corner of the screen, it appears after you join a call. It contains the following icons for basic call features: * Mic icon: Turns your microphone on or off. * Additional features icon: Provides access to additional call features. * Expand icon: Opens the Call sidebar. * Leave call icon. Clicking this icon will leave or end the call. * [Calls Sidebar](/pages-and-ui-elements/calls-sidebar): The main view for calls, where all call features are available. * **In-App Call Floating:** This persistent block appears when you switch to another chat or page within Orchestra. It contains icons for all the basic call features. You can click the call floating block from the [Chats Page](/pages-and-ui-elements/chats-page#chats-list-sidebar) on the [Chats Page](/pages-and-ui-elements/chats-page) to get back to the chat where you have a call. * **Global Call Floating:** This block appears when you switch to another app, containing icons for Mic, Video, and Leave. ## **Starting and Leaving a Call** * You can **start a call** from any chat by clicking the Start Cal**l** icon, located to the right of the chat input field at the bottom of the screen. * To **leave a call**, click the Leave Call icon, which appears in the Small Call Island when you're on a call. ## **Identifying Active Calls** Chats with active calls are marked with a **special call indicator** on the chat icon, making it easy to spot where conversations are happening. You can see the **avatars of call participants** above the **Small Call Island** in the chat or next to the chat icon in the **chat list** within the sidebar. ## **Call Recording** You can record a call by clicking the Record button on the Call Island or by opening the context menu (clicking `...`on the Small Call Island). Once a call ends, **recordings are automatically added** **to the chat** where the call took place, ensuring easy access to past discussions. ## **Adjusting the Call Screen** To **resize the call screen** and see the content behind it, hold the drag icon on the separator of the call screen. **Drag left or right** to adjust the size according to your needs, allowing for a more flexible viewing experience. # Teams Basics ## Overview The [Teams Page](/pages-and-ui-elements/teams-page) is where you manage your organization's collaboration. It allows you to create teams, add members, assign roles, and structure your workflow efficiently. With clear role-based permissions, you can ensure the right people have access to the right information. Teams help streamline task assignment, improve communication, and keep all relevant work centralized within a shared space. ## Team Chat Each team has its own chat, which can be used for team communication related to the project or task. You can access a team chat in three main ways: 1. From the [Chats Page](/pages-and-ui-elements/chats-page): find a team in the chat list and click on it; 2. From the [Tasks Page](/pages-and-ui-elements/tasks-page): 1. Find a team in the [Tasks Page](/pages-and-ui-elements/tasks-page#teams-block); 2. Hover over the team; 3. Click on the chat icon that appears to the right of the team name. 3. From the [Teams Page](/pages-and-ui-elements/teams-page): 1. Select a team on the Tasks page; 2. Click the info icon in the top left corner of the screen; 3. Click the chat icon in the top left corner of the Info block. ### Chat with a Team Member You can also open a private chat with a team member. To do it: * Navigate to the [Teams Page](/pages-and-ui-elements/teams-page); * Choose the team the member you want to communicate with belongs to; * Open the team [Info Sidebar](/pages-and-ui-elements/info-sidebar); * Go to the [Teams Page](/pages-and-ui-elements/teams-page#members-section); * Find the member you need and hover over their name; * Click on the chat icon that appears to the right of the member's name. ## Creating a Team You can create a new team from the following pages: 1. [Chats Page](/pages-and-ui-elements/chats-page); 2. [Teams Page](/pages-and-ui-elements/teams-page). ### Creating a Team on the Chats Page * Go to the Chats page; * Click `Create New Chat` icon in the top right corner of the left sidebar; * Choose `Team` in the dropdown menu; * Enter a team name and press Enter. ### Creating a Team on the Teams Page * Go to the Teams page; * Find the Teams section in the left sidebar; * Click `+` button; * Enter team name and press Enter. Once the team is created, you can add users and tasks to it. ## Deleting a Team You can delete a project in three ways: 1. From the [Teams Page](/pages-and-ui-elements/teams-page); 2. From the [Tasks Page](/pages-and-ui-elements/tasks-page); 3. From the team's [Info Sidebar](/pages-and-ui-elements/info-sidebar). *Deleting a team permanently removes all associated data. This action **cannot** be undone.* ### Deleting a Team on the Teams Page * Find a team you want to delete in the [Teams Page](/pages-and-ui-elements/teams-page#teams-block); * Right-click on the team; * In the opened [Context Menu](/pages-and-ui-elements/context-menu) select `Delete` action; * Click `Yes` in the confirmation window. ### Deleting a Team on the Tasks Page * Find a team you want to delete in the left sidebar of the Tasks page; * Right-click on the team name; * In the opened [Context Menu](/pages-and-ui-elements/context-menu) select `Delete` action; * Click `Yes` in the confirmation window. ### Deleting a Team in the Team Info Sidebar * On the Teams or Tasks page, select a team you want to delete; * Open team Info sidebar by clicking on the team's header; * Click on the `...` icon in the top right corner of the screen; * In the opened [Context Menu](/pages-and-ui-elements/context-menu) select `Delete` action; * Click `Yes` in the confirmation window. ## Leaving a Team You can **leave a team** in several ways: * From the [Teams Page](/pages-and-ui-elements/teams-page#teams-block) on [Teams Page](/pages-and-ui-elements/teams-page) * Find the team you want to leave; * Right-click the team; * In the opened context menu, select `Leave` ; * From the Team header * Open the team you want to leave; * Right-click the team's header; * In the opened context menu, select `Leave` ; * From the Team [Info Sidebar](/pages-and-ui-elements/info-sidebar) * Left-click on the `...` icon in the top right corner of the [Info Sidebar](/pages-and-ui-elements/info-sidebar); * In the opened context menu, select `Leave` . # Add and Manage Team Members To **manage members in a team**, you must have the Owner or Editor role in it, or be an Owner or Editor of your workspace. To manage team members, navigate to the team [Info Sidebar](/pages-and-ui-elements/info-sidebar#members-tab) by clicking on the `Info` icon in the top-right corner of the [Teams Page](/pages-and-ui-elements/teams-page) and then on the members tab. From there, you can: * Add members to the team; * Remove members from the team; * Invite new members; * Set roles for members. ## Adding Members to a Team * Go to the [Teams Page](/pages-and-ui-elements/teams-page); * In the [Teams Page](/pages-and-ui-elements/teams-page#teams-block), click on the team to which you want to add members; * Open the team's [Info Sidebar](/pages-and-ui-elements/info-sidebar) by clicking the `Info` icon in the top-right corner of the screen; * Open the [Info Sidebar](/pages-and-ui-elements/info-sidebar#members-tab) by clicking on it; * Click the `+` button to the right of the Members section; * In the popup, select the members you want to add to the team, and click the `Add member` button. ## Removing Members from a Team * Navigate to the [Teams Page](/pages-and-ui-elements/teams-page); * In the [Teams Page](/pages-and-ui-elements/teams-page#teams-block), click on the team from which you want to remove a member; * Open the team's [Info Sidebar](/pages-and-ui-elements/info-sidebar) by clicking the `Info` icon in the top-right corner of the screen; * Open the [Info Sidebar](/pages-and-ui-elements/info-sidebar#members-tab) by clicking on it; * Right-click on the member you want to remove; * Click `Remove member` from the context menu that appears. ## Inviting Members You can **invite new users directly to a team** using the **team invite link**. Invited users will also join the workspace as members. * Go to the [Teams Page](/pages-and-ui-elements/teams-page); * In the [Teams Page](/pages-and-ui-elements/teams-page#teams-block), click on the team to which you want to invite a member; * Open the team's [Info Sidebar](/pages-and-ui-elements/info-sidebar) by clicking the `Info` icon in the top-right corner of the screen; * Click the `Copy link` button in the the Invite Link section; * Send the copied link to the user you want to invite. ## Set Roles for Team Members * Go to the [Teams Page](/pages-and-ui-elements/teams-page); * In the [Teams Page](/pages-and-ui-elements/teams-page#teams-block), click on the team in which you want to set member roles; * Open the team's [Info Sidebar](/pages-and-ui-elements/info-sidebar) by clicking the `Info` icon in the top-right corner of the screen; * Right-click on the member or click on their current role name; * Select the role you want to assign to the member. For **more information about roles** in Orchestra, read here: [User Roles](/workspace/user-roles)