> For the complete documentation index, see [llms.txt](https://help.transform.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.transform.ai/getting-started.md). # Getting Started - [Search and Navigation](https://help.transform.ai/getting-started/search-and-navigation.md): Find work fast with Global Search, filters, and saved shortcuts. - [Using Global Search](https://help.transform.ai/getting-started/using-global-search.md): Jump to tasks, projects, files, and teammates from one search box. - [Finding Requirements, Tasks, and Tests](https://help.transform.ai/getting-started/finding-requirements-tasks-and-tests.md): Locate work items using Global Search, project navigation, filters, and saved views. - [Bookmarking and Favorites](https://help.transform.ai/getting-started/bookmarking-and-favorites.md): Reduce navigation time by favoriting Organizations and Projects and bookmarking repeatable routes. - [Browser Compatibility](https://help.transform.ai/getting-started/browser-compatibility.md): Supported browsers and required settings (JavaScript, cookies, and permissions). - [System Requirements](https://help.transform.ai/getting-started/system-requirements.md): Recommended device, network, and screen specs for running Transform smoothly. - [Key Concepts and Terminology](https://help.transform.ai/getting-started/key-concepts-and-terminology.md): Glossary for Transform objects, work items, and common abbreviations. - [What Is Transform](https://help.transform.ai/getting-started/what-is-transform.md): Understand what Transform does and why it reduces rework during business transformation delivery. - [New to Transform](https://help.transform.ai/getting-started/new-to-transform.md): Get oriented on scope and access, then complete the core onboarding steps. - [Create a Transform Login](https://help.transform.ai/getting-started/create-a-transform-login.md): Create a Transform login, verify email (if required), and complete minimum profile setup. - [Profile Configuration](https://help.transform.ai/getting-started/profile-configuration.md): Update name, photo, and security preferences used across collaboration and audit history. - [Appearance Settings](https://help.transform.ai/getting-started/appearance-settings.md): Select Light or Dark theme (or system default) for readability and accessibility. - [Language Preferences](https://help.transform.ai/getting-started/language-preferences.md): Set the preferred UI language. Some formats may follow locale settings. - [Create a Project](https://help.transform.ai/getting-started/create-a-project.md): Create a Project using the setup form and wizard. - [Understanding the Interface](https://help.transform.ai/getting-started/understanding-the-interface.md): Get oriented on navigation, scope, and core UI patterns used for daily work. - [Quick Start Guide](https://help.transform.ai/getting-started/quick-start-guide.md): Create an Organization and Project, then set navigation defaults for daily work. - [Account Setup](https://help.transform.ai/getting-started/account-setup.md): Create a login, configure profile details, and set language and appearance preferences. - [Tutorial: Creating an Organization and Project](https://help.transform.ai/getting-started/tutorial-creating-an-organization-and-project.md) - [Tutorial: Set Up a First Blueprint](https://help.transform.ai/getting-started/tutorial-set-up-a-first-blueprint.md) - [Tutorial: Creating a First Transformation](https://help.transform.ai/getting-started/tutorial-creating-a-first-transformation.md) - [Tutorial: Working with Views (List, Board, Gantt)](https://help.transform.ai/getting-started/tutorial-working-with-views-list-board-gantt.md): Create a view, switch between List/Board/Gantt, and save configurations teams can reuse. - [Tutorial: Using Meeting Notetaker and Console](https://help.transform.ai/getting-started/tutorial-using-meeting-notetaker-and-console.md) - [Tutorial: Using Analytics Dashboards](https://help.transform.ai/getting-started/tutorial-using-analytics-dashboards.md) - [First Steps Tutorials](https://help.transform.ai/getting-started/first-steps-tutorials.md) - [Start Here](https://help.transform.ai/getting-started/start-here.md): Follow a recommended setup path for initial Account, Organization, Project, and Teammate setup. - [Creating and Customizing List Views](https://help.transform.ai/getting-started/creating-and-customizing-list-views.md): Create List Views and tailor columns, filters, sorting, grouping, and sharing for repeatable reviews. - [Creating and Customizing Board Views](https://help.transform.ai/getting-started/creating-and-customizing-board-views.md): Use Board Views to manage work in lanes, drag items between statuses, and reuse shared configurations. - [Creating and Customizing Gantt Charts](https://help.transform.ai/getting-started/creating-and-customizing-gantt-charts.md): Use Gantt Charts to plan timelines, adjust dates, and visualize work across a schedule. - [Filtering and Sorting Data](https://help.transform.ai/getting-started/filtering-and-sorting-data.md): Filter rows and sort results to focus reviews and standardize repeatable lists. - [Save Views and Templates](https://help.transform.ai/getting-started/save-views-and-templates.md): Save, share, and reuse view setups so teams stay consistent. - [Exporting Data from Views](https://help.transform.ai/getting-started/exporting-data-from-views.md): Export a view to a file for sharing, archiving, or offline analysis. - [Working with Views](https://help.transform.ai/getting-started/working-with-views.md): Learn how to create, customize, and share List, Board, and Gantt views. - [Copy of Transform Help](https://help.transform.ai/getting-started/copy-of-transform-help.md): Get an overview of Transform's features and how to use them. --- # Agent Instructions This documentation is published with GitBook. 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