# Transform Help

## Docs

- [Introduction](https://help.transform.ai/general/introduction.md): Guides, tutorials, and reference docs for Transform.
- [Feature Overview](https://help.transform.ai/general/feature-overview.md): A summary of the core capabilities of Transform.
- [Access Hierarchy](https://help.transform.ai/general/access-hierarchy.md): Govern user access and experience within Transform.
- [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.
- [Organizations](https://help.transform.ai/organizations-and-projects/organizations.md): Use Organizations to separate work by client, department, or business unit.
- [Create an Organization](https://help.transform.ai/organizations-and-projects/create-an-organization.md): Create an organization to separate work by client, department, or business unit.
- [Organization Settings and Management](https://help.transform.ai/organizations-and-projects/organization-settings-and-management.md): Manage Organization details, access patterns, segmentation, and the Projects inside the Organization.
- [Create Projects and the Details Page](https://help.transform.ai/organizations-and-projects/create-projects-and-the-details-page.md): Create a Project, update key fields on the details page, and locate deeper settings.
- [Project Structure and Hierarchy](https://help.transform.ai/organizations-and-projects/project-structure-and-hierarchy.md): Understand how Organizations, Projects, sections, and work items roll up for navigation and reporting.
- [Project Settings and Configuration](https://help.transform.ai/organizations-and-projects/project-settings-and-configuration.md): Control access, fields, defaults, and integrations for a single project.
- [Project Sections](https://help.transform.ai/organizations-and-projects/project-sections.md): Organize project work into phases, sprints, and workstreams.
- [Understanding Access Levels](https://help.transform.ai/organizations-and-projects/understanding-access-levels.md): Learn how access scope works (Account, Organization, Project) for assigning the right roles.
- [Add Teammates](https://help.transform.ai/organizations-and-projects/add-teammates.md): Invite Teammates and manage access by scope (Account, Organization, Project).
- [User Roles and Permissions](https://help.transform.ai/organizations-and-projects/user-roles-and-permissions.md): Understand roles, permissions, and how they apply at Account, Organization, and Project scope.
- [Team Management](https://help.transform.ai/organizations-and-projects/team-management.md): Invite Teammates, assign roles by scope, and keep access aligned to delivery needs.
- [Projects](https://help.transform.ai/organizations-and-projects/projects.md): Use Projects to manage one transformation initiative end-to-end.
- [Understanding Organizations and Projects](https://help.transform.ai/organizations-and-projects/understanding-organizations-and-projects.md): Learn how Organizations and Projects structure delivery work and access scope.
- [Blueprint Fundamentals](https://help.transform.ai/blueprints/blueprint-fundamentals.md): Build reusable structure for Projects using processes, systems, and segmentation.
- [What Are Blueprints?](https://help.transform.ai/blueprints/blueprint-fundamentals/what-are-blueprints.md): Understand why Blueprints exist and how they standardize delivery structure across Projects.
- [Creating Blueprints](https://help.transform.ai/blueprints/creating-blueprints.md): Create a Blueprint and define the reusable structure for new Projects.
- [Processes](https://help.transform.ai/blueprints/creating-blueprints/processes.md): Set up a reusable process map for a Blueprint.
- [Process Hierarchy](https://help.transform.ai/blueprints/creating-blueprints/process-hierarchy.md): Model rollups with parent-child processes for navigation and reporting.
- [Systems Management](https://help.transform.ai/blueprints/systems-management.md): Define Systems and System Types in a Blueprint, then link Systems to Processes.
- [Create Systems](https://help.transform.ai/blueprints/systems-management/create-systems.md): Add Systems to a Blueprint, then link Systems to Processes for traceability.
- [System Types](https://help.transform.ai/blueprints/systems-management/system-types.md): Classify Systems for filtering, reporting, and consistent governance.
- [Segmentation](https://help.transform.ai/blueprints/segmentation.md): Model Organization structure with Segment Types and Segments for scoping and reporting.
- [Requirements](https://help.transform.ai/transformations/requirements.md): Turn discovery inputs into structured, reviewable scope with traceability to tasks and tests.
- [Audit Trail](https://help.transform.ai/transformations/audit-trail.md)
- [Creating Dependencies Between Requirements](https://help.transform.ai/transformations/creating-dependencies-between-requirements.md)
- [Viewing Dependency Chains](https://help.transform.ai/transformations/viewing-dependency-chains.md)
- [Managing Blocked Items](https://help.transform.ai/transformations/managing-blocked-items.md)
- [Dependencies and Relationships](https://help.transform.ai/transformations/dependencies-and-relationships.md)
- [Requirements View](https://help.transform.ai/transformations/requirements-view.md): Review requirements with consistent columns, filters, and Save Views.
- [Requirements Modification](https://help.transform.ai/transformations/requirements-modification.md): Update requirements while preserving change history and approval intent.
- [Requirements Rejection](https://help.transform.ai/transformations/requirements-rejection.md): Use rejection states to prevent delivery work on out-of-scope requirements.
- [Requirements Management](https://help.transform.ai/transformations/requirements-management.md): Define requirement lifecycle, review states, and traceability practices.
- [Create and Assign Tasks](https://help.transform.ai/transformations/create-and-assign-tasks.md): Turn requirements and action items into owned, trackable work.
- [Task Views and Organization](https://help.transform.ai/transformations/task-views-and-organization.md): Build Save Views to track tasks by owner, status, and timeline.
- [Task Dependencies](https://help.transform.ai/transformations/task-dependencies.md)
- [Task Status Tracking](https://help.transform.ai/transformations/task-status-tracking.md)
- [Task Management](https://help.transform.ai/transformations/task-management.md)
- [Create Test Cases](https://help.transform.ai/transformations/create-test-cases.md)
- [Test Organization and Views](https://help.transform.ai/transformations/test-organization-and-views.md): Organize test cases with saved views so execution stays clean and reviewable.
- [Linking Tests to Requirements](https://help.transform.ai/transformations/linking-tests-to-requirements.md): Connect test cases to requirements so coverage and traceability stay intact.
- [Status Types and Meanings](https://help.transform.ai/transformations/status-types-and-meanings.md)
- [Custom Status Creation](https://help.transform.ai/transformations/custom-status-creation.md)
- [Testing](https://help.transform.ai/transformations/testing.md)
- [Statuses](https://help.transform.ai/transformations/statuses.md)
- [Working with Transformations](https://help.transform.ai/transformations/working-with-transformations.md): Deliver a Project end-to-end using requirements, tasks, testing, and governance.
- [How AI Powers Transform](https://help.transform.ai/ai/how-ai-powers-transform.md): A practical overview of where AI shows up in Transform and how to use it.
- [Meeting Notetaker](https://help.transform.ai/ai/meeting-notetaker.md): Capture meetings and turn them into searchable notes and next steps.
- [Setting Up Meeting Notetaker](https://help.transform.ai/ai/setting-up-meeting-notetaker.md)
- [Capturing Meetings Automatically](https://help.transform.ai/ai/capturing-meetings-automatically.md)
- [Reviewing Meeting Summaries](https://help.transform.ai/ai/reviewing-meeting-summaries.md)
- [Converting Meeting Notes to Requirements](https://help.transform.ai/ai/converting-meeting-notes-to-requirements.md): Turn captured meeting notes into draft requirements for review and refinement.
- [Managing Meeting History](https://help.transform.ai/ai/managing-meeting-history.md)
- [Console](https://help.transform.ai/ai/console.md)
- [Using Console for Natural Language Search](https://help.transform.ai/ai/using-console-for-natural-language-search.md): Ask questions across Transform data and jump to source items.
- [Searching Across All Project Data](https://help.transform.ai/ai/searching-across-all-project-data.md)
- [Finding Decisions and Approvals](https://help.transform.ai/ai/finding-decisions-and-approvals.md): Find decision notes and approval signals across tasks, requirements, and comments.
- [Console Search Tips and Examples](https://help.transform.ai/ai/console-search-tips-and-examples.md): Query patterns you can reuse to find answers faster in Console.
- [Console AI Search](https://help.transform.ai/ai/console-ai-search.md): Ask questions and find answers across Transform content.
- [Knowledge Management](https://help.transform.ai/ai/knowledge-management.md): Keep institutional knowledge organized and easy to reuse.
- [Comments and Mentions](https://help.transform.ai/collaboration-and-automation/comments-and-mentions.md): Collaborate in context and pull teammates in with @mentions.
- [Following and Watching Items](https://help.transform.ai/collaboration-and-automation/following-and-watching-items.md): Follow tasks and requirements to get notified when something changes.
- [Team Communication Tips](https://help.transform.ai/collaboration-and-automation/team-communication-tips.md)
- [Communication](https://help.transform.ai/collaboration-and-automation/communication.md): Comments, mentions, and best practices for keeping work aligned.
- [Notification Settings](https://help.transform.ai/collaboration-and-automation/notification-settings.md): Tune alerts so you get the signal, not the noise.
- [Notifications](https://help.transform.ai/collaboration-and-automation/notifications.md): How Transform sends notifications and which settings control delivery.
- [Comments and History](https://help.transform.ai/collaboration-and-automation/comments-and-history.md): See conversation threads and a timestamped change log on work items.
- [Understanding Activity Feeds](https://help.transform.ai/collaboration-and-automation/understanding-activity-feeds.md)
- [Audit Trail and Compliance](https://help.transform.ai/collaboration-and-automation/audit-trail-and-compliance.md): Understand what Transform records, how to review it, and how it supports compliance.
- [Tracking Changes and Decisions](https://help.transform.ai/collaboration-and-automation/tracking-changes-and-decisions.md): Use history and activity feeds to understand what changed, when, and why.
- [Activity Tracking](https://help.transform.ai/collaboration-and-automation/activity-tracking.md): Use history and audit-style signals to understand what changed.
- [Collaborating in Transform](https://help.transform.ai/collaboration-and-automation/collaborating-in-transform.md): Work together using comments, notifications, and activity history.
- [Getting Started with Analytics](https://help.transform.ai/analytics/getting-started-with-analytics.md): Learn what is in Analytics: Dashboards, Pivot Tables, and Reports.
- [Dashboards](https://help.transform.ai/analytics/dashboards.md)
- [Creating Custom Dashboards](https://help.transform.ai/analytics/creating-custom-dashboards.md)
- [Dashboard Widgets](https://help.transform.ai/analytics/dashboard-widgets.md)
- [Reports](https://help.transform.ai/analytics/reports.md): Package analytics into shareable outputs for stakeholders.
- [Settings](https://help.transform.ai/administration/settings.md)
- [Connectors](https://help.transform.ai/administration/connectors.md): Connect Transform to external tools for notifications, data sync, and automation.
- [Transform AI in Slack](https://help.transform.ai/administration/transform-ai-in-slack.md): Bring your Transform AI teammate into Slack. Mention @Transform to get answers, approve actions, and even kick off code changes, all without leaving the channel.
- [Custom Fields](https://help.transform.ai/administration/custom-fields.md): Create reusable fields to capture consistent metadata across work.
- [Account Configuration](https://help.transform.ai/administration/account-configuration.md): Manage account-wide settings, connectors, and shared configuration.
- [Draft backlog (no icon or emoji)](https://help.transform.ai/administration/draft-backlog-no-icon-or-emoji.md): Pages missing an emoji/icon. Treat these as drafts until they’re ready to publish.
- [My Profile](https://help.transform.ai/user-settings/my-profile.md)
- [Appearance](https://help.transform.ai/user-settings/appearance.md)
- [Language](https://help.transform.ai/user-settings/language.md)
- [Personalizing the Experience](https://help.transform.ai/user-settings/personalizing-the-experience.md)
- [What Are Artifacts?](https://help.transform.ai/artifacts/what-are-artifacts.md)
- [Creating Artifacts](https://help.transform.ai/artifacts/creating-artifacts.md)
- [At Account Level](https://help.transform.ai/artifacts/at-account-level.md)
- [At Project Level](https://help.transform.ai/artifacts/at-project-level.md)
- [Creating Quick Notes](https://help.transform.ai/artifacts/creating-quick-notes.md)
- [Quick Notes](https://help.transform.ai/artifacts/quick-notes.md)
- [API Tokens](https://help.transform.ai/api-and-development/api-tokens.md)
- [Developer Resources](https://help.transform.ai/api-and-development/developer-resources.md)
- [AI Tools](https://help.transform.ai/integrations/ai-tools.md): Connect Transform to supported AI tools through the MCP connector.
- [NetSuite MCP Connector](https://help.transform.ai/integrations/netsuite-mcp-connector.md): Connect Transform to NetSuite through the MCP connector for ERP data access and guided record sync.
- [Zoom App User Documentation](https://help.transform.ai/integrations/zoom-app-user-documentation.md)
- [Data & Analytics](https://help.transform.ai/integrations/data-and-analytics.md)
- [Business Tools](https://help.transform.ai/integrations/business-tools.md)
- [Data Sources](https://help.transform.ai/integrations/data-sources.md)
- [Connecting Your Tools](https://help.transform.ai/integrations/connecting-your-tools.md): Overview of integrations and where to configure them.
- [Connectivity Issues](https://help.transform.ai/troubleshooting/connectivity-issues.md)
- [Performance Optimization](https://help.transform.ai/troubleshooting/performance-optimization.md)
- [Error Messages](https://help.transform.ai/troubleshooting/error-messages.md)
- [Common Issues](https://help.transform.ai/troubleshooting/common-issues.md)
- [Data Quality Issues](https://help.transform.ai/troubleshooting/data-quality-issues.md)
- [Login Problems](https://help.transform.ai/troubleshooting/login-problems.md): Fix password, SSO, and access errors when signing in.
- [Getting Help](https://help.transform.ai/troubleshooting/getting-help.md): Find answers fast, troubleshoot common issues, and route to the right support channel.
- [Security & Compliance](https://help.transform.ai/account-and-billing/security-and-compliance.md)
- [Team and Account Management](https://help.transform.ai/account-and-billing/team-and-account-management.md): Manage Teammate access, roles, and security controls at Account scope.
- [Account and Billing](https://help.transform.ai/account-and-billing/account-and-billing.md)
- [Transform Community](https://help.transform.ai/resources/transform-community.md): Simple guidelines to keep the Transform Community helpful, welcoming, and safe.
- [Contact Support](https://help.transform.ai/resources/contact-support.md): Support channels and what to include in a request.
- [Release Notes](https://help.transform.ai/resources/release-notes.md): Product update highlights, with links to the full newsletter.

## Changelog

- [Changelog](https://help.transform.ai/changelog/changelog.md)

## Support

- [Contact Support](https://help.transform.ai/support/contact-support.md): Support channels and what to include in a request.


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