Copy of Transform Help

Get an overview of Transform's features and how to use them.

Transform helps teams accelerates business transformation by:

• Maintaining a knowledge base of how the company runs
• Governing the work that improves how the company runs

Transform combines project management with people, process, and technology change management to enable unified and holistic digital transformation and business process improvement programs.

Consultants use Transform for delivery across customer portfolios.

Quick Start

Complete initial setup quickly.

1

New to Transform

What Is Transform — Value and problem framing

Core concepts and terminology

2

Account Setup

Account Setup — Create a login and sign in

3

Create an Organization

Create an Organization — Create an Organization scope

4

Create a Project

Create a Project — Create the first delivery container

5

Add Teammates

Add Teammates — Invite Teammates

6

Understanding the Interface

Understanding the Interface — Tour the UI

First Steps Tutorials

Step-by-step walkthroughs:

• Tutorial: Creating an Organization and Project
• Tutorial: Set Up a First Blueprint
• Tutorial: Creating a First Transformation
• Tutorial: Working with Views (List, Board, Gantt)
• Tutorial: Using Meeting Notetaker and Console
• Tutorial: Using Analytics Dashboards

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Core Workflows

Content is organized by common delivery outcomes.

1

Plan and Document a Project

Define scope, structure, and requirements.

• Understanding Organizations and Projects — Scope model and structure
• Create an Organization — Create an Organization scope
• Organization Settings and Management — Configure an Organization
• Create Projects and the Details Page — Start a project
• Project Structure and Hierarchy — Organize delivery work
• Blueprint Fundamentals — What blueprints are, and why they matter
• What Are Blueprints? — Core concept
• Creating Blueprints — Build a Blueprint
• Processes — Document business processes
• Process Hierarchy — Organize processes
• Create Systems — Map technology stack
• System Types — Understand system categories
• Segmentation — Segment Types and Segments

2

Build & Prepare Your Deliverables

Generate requirements, track changes, and prepare test plans.

• Working with Transformations — Create and manage transformation records
• Requirements Generation — Auto-generate requirements from blueprints
• Requirements — Create and refine requirements
• Audit Trail — Track changes and decisions
• Creating Dependencies Between Requirements — Link related requirements
• Viewing Dependency Chains — See the full picture
• Create and Assign Tasks — Build a task list
• Task Dependencies — Link dependent tasks
• Task Status Tracking — Monitor progress
• Create Test Cases — Define test scenarios
• Test Organization and Views — Organize tests
• Linking Tests to Requirements — Trace tests to requirements

3

Execute & Validate

Run tasks, execute tests, and track progress.

• Task Management — Manage work items
• Task Views and Organization — Review tasks in views
• Testing — Execute and track tests
• Test Organization and Views — Organize test execution
• Getting Started with Analytics — Review progress signals
• Creating Custom Dashboards — Build dashboards
• Dashboard Widgets — Add charts and metrics
• Creating Pivot Tables — Analyze data
• Pivot Table Analysis — Deep dive into metrics
• Reports — Generate formal reports
• Status Types and Meanings — Understand status options
• Custom Status Creation — Create custom statuses for a workflow

4

Collaborate & Manage

Keep delivery teams aligned and maintain compliance.

• Understanding Access Levels — Who can do what
• Add Teammates — Invite Teammates
• User Roles and Permissions — Manage permissions
• Collaborating in Transform — Work together
• Comments and Mentions — Communicate in context
• Following and Watching Items — Stay updated
• Team Communication Tips — Best practices
• Notification Settings — Manage notifications
• Comments and History — Track activity
• Understanding Activity Feeds — See what changed
• Tracking Changes and Decisions — Maintain compliance

5

Configure & Integrate

Configure the Account and connect external systems.

• Account Configuration — Manage Account configuration
• Settings — Configure settings
• Connectors — Connect to other systems
• Custom Fields — Create custom fields
• Profile Configuration — Profile settings
• Appearance Settings — Theme settings
• API Tokens — Manage API access
• Creating and Managing API Tokens — Generate tokens
• Console Overview and Access — Use the developer console
• Console Features and Capabilities — Capabilities
• Connecting Tools — Integrations overview
• Business Tools — Connect business apps
• Data & Analytics — Connect data sources

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Popular Articles

Common guides, organized by task.

Getting Started

• Create an Organization — Create an Organization and invite Teammates
• Create Projects and the Details Page — Organize delivery work
• Add Teammates — Invite Teammates and manage roles

Documenting Requirements & Workflows

• Blueprint Fundamentals — Understand what blueprints are and why they matter
• Creating Blueprints — Build processes, systems, and segments to map a Project
• Requirements Generation — Automate requirement creation
• Create Processes — Document business processes
• Create Systems — Map technology stack

Managing Change & Progress

• Working with Transformations — Generate requirements, create tasks, build test cases, and manage versions
• Audit Trail — Track changes and decisions

Tracking & Analyzing

• Getting Started with Analytics — Review progress signals
• Creating Custom Dashboards — Dashboards for governance
• Creating Pivot Tables — Analyze data

Team & Admin

• User Roles and Permissions — Understand access control
• Account Configuration — Manage settings and integrations

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Quick Tips & Pro Tips

Pro Tips

• Use Save Views — save repeatable lists for governance reviews
• Use Console — query decisions, approvals, and blockers using natural language

Did You Know?

• Meeting Notetaker captures decisions — meeting summaries can convert into requirements and tasks. Meeting Notetaker
• Console supports investigation — Console can retrieve sources for decisions and approvals. Console AI Search

Audit Trail supports compliance — review history when modifying requirements. Audit Trail

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Need Help?

If content is not found:

🔧 Troubleshooting	Find solutions to common issues and error messages. Open →
💬 Transform Community	Ask questions and share patterns. Open →
📧 Contact Support	Get help from our support team. Open →
📊 System Status	Check the current status of Transform services. Open →

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🎓 Learn More

Key Concepts

• Key Concepts and Terminology — Understand Transform's vocabulary
• System Requirements — Browser and system requirements
• Browser Compatibility — Supported browsers

Advanced Features (Coming Soon)

• Automation — Automate repetitive workflows
• Auto-Generated Deliverables — Auto-generate BRDs, SOWs, test plans, and UAT scripts
• Document Management — Manage versions and templates
• Replay — Review project history and catch up on missed context

Explore More

• Search and Navigation — Learn advanced search techniques
• How AI Powers Transform — Understand Transform's AI capabilities
• Using Global Search — Find anything fast
• Connecting Tools — Integrate with external systems

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📞 Still Have Questions?

• Welcome Transformers — Start Here — Community onboarding
• Report a Bug — Bug reporting
• Submit Ideas & Feature Requests — Product feedback
• Contact Support — Support routing

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Summary

Help Center routes to onboarding, common workflows, and support.

Common destinations:

• Onboarding: Start Here
• Tutorials: First Steps Tutorials
• Governance search: Console AI Search
• Troubleshooting: Getting Help
• Support: Contact Support