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Contact Support

Support channels and what to include in a request.

The Transform Community is hosted outside Transform.

Avoid sharing secrets or sensitive data in community posts.

Use Contact Support for urgent or account-specific issues.

Overview

Support routing depends on issue type and urgency.

Use the paths below to reduce back-and-forth and speed resolution.

Quick routing

  • Product questions and workflow guidance → community help channels Related: Get Help

  • Bugs and technical issues → bug reporting channel Related: Report a Bug

  • Account access, billing, security, privacy, or urgent issues → email support

Support channels

Response time

Support is monitored during business hours: Mon–Fri, 8 a.m.–6 p.m. Mountain Time (MT).

Target response time is 1 business day.

What to include in your request

Include these details for faster triage:

  • Intent: action that was attempted

  • Scope: Account, Organization, Project, page

  • The exact error text (copy/paste if possible)

  • A screenshot or screen recording (redact sensitive data)

For urgent issues

If production work is blocked, email support. Include:

  • Impact (who is blocked and how)

  • Start time and frequency

  • Any workaround attempted

Summary

Support routing is fastest when issue type, scope, and reproduction steps are included.

The Transform Community is hosted outside Transform.

Avoid sharing secrets or sensitive data in community posts.

Use Contact Support for urgent or account-specific issues.

Overview

Bug reports improve product stability and reduce recurring delivery disruptions.

Good reports include reproduction steps and evidence.

Key Concepts

  • Bug: product behavior that deviates from intended design

  • Reproduction: shortest sequence that recreates the issue

  • Evidence: error text, timestamps, and screenshots (redacted)

How It’s Used

Use the bugs channel for broken features, errors, and technical issues.

Use support for urgent issues, billing, security, and access problems.

Benefits

  • Faster triage and fix cycles

  • Reduced duplicate reports through searchable threads

  • Better prioritization through consistent impact signals

Quick routing

  • Bugs, errors, and broken behavior → bugs channel

  • “How do I…” questions and workflow guidance → help channel

  • Feature requests and enhancements → ideas channel

When routing is unclear, start in the help channel.

Setup Steps

Use the bugs channel when

Post in the bugs channel when:

  • A feature is broken or not working as designed.

  • Error messages appear.

  • Data is missing or incorrect.

  • Something worked before but doesn’t now.

  • A page won’t load, freezes, or times out.

  • Buttons or links don’t respond.

  • Visual glitches or broken layouts appear.

Use the help or ideas channel instead when

Use the help channel when:

  • Feature usage is unclear.

  • Workflow advice is needed.

  • An unexpected result appears, but the feature may still be working as designed.

  • Clarification is needed for expected behavior.

Use the ideas channel when:

  • It works, but a different behavior is preferred.

  • A new feature or enhancement is requested.

  • Suggestions for improvements exist.

Best Practices

  • Search the bugs channel to reduce duplicates.

  • Try quick troubleshooting, such as refresh and private browsing.

  • Confirm the issue reproduces consistently.

Bug report template (copy/paste)

Copy/paste this template and complete as much as possible.

  1. Summary (one sentence):

  2. What happened:

  3. Expected result:

  4. Steps to reproduce:

  5. Browser + version:

  6. OS + device:

  7. When it started + how often:

  8. Organization / Project + feature area affected:

  9. Screenshots / video / error logs (optional):

What happens next

  • Reports are reviewed and acknowledged within 1–2 business days.

  • Reproduction is attempted using the provided steps and evidence.

  • Follow-ups may be requested in a thread.

  • Status is tracked internally.

Status labels (typical)

  • Investigating

  • Confirmed

  • In progress

  • Fixed

  • Not a bug

Tips

  • Keep one bug per post.

  • Use threads for follow-ups.

  • React with a vote when supported to confirm impact.

  • If it changes (worse or better), reply with updates.

  • When it’s resolved, react with ✅.

Bug severity guide

Add a severity label to the post when possible.

🚨 Critical

  • The system is down or unusable.

  • Data loss or corruption.

  • A security vulnerability.

  • Affects all or most Teammates.

⚠️ High

  • A major feature doesn’t work.

  • Workaround is difficult.

  • Affects many Teammates.

⚡ Medium

  • A feature works but has issues.

  • A reasonable workaround exists.

  • Affects some Teammates.

🔧 Low

  • Minor visual issues.

  • Rare edge cases.

  • Easy workaround exists.

We prioritize by impact and urgency, not only by severity.

Examples of good bug reports

Example 1: Can’t delete tasks from Gantt view

  • What happened: Right-click a task in Gantt view → Delete does nothing.

  • Expected: Task is deleted from the Project.

  • Steps: Open Project → Gantt view → right-click task → Delete.

  • Details: supported browser on a supported operating system. Started after a recent update. Workaround: delete from list view.

Example 2: Project dates show in the wrong timezone

  • What happened: Start date displays as 1/14, but I set 1/15.

  • Expected: Date matches the entered value.

  • Steps: Create Project → set start date → save → display is off by one day.

  • Details: supported browser on a supported operating system. Time zone set to Pacific Time. Started today. Affects multiple Projects.

Summary

Bug reports are most effective when reproduction steps, evidence, and scope are included.

The Transform Community is hosted outside Transform.

Avoid sharing secrets or sensitive data in community posts.

Use Contact Support for urgent or account-specific issues.

Overview

Ideas and feature requests help prioritize product improvements.

Clear, specific posts improve triage and prioritization.

Key Concepts

  • Idea: request for new capability or improvement

  • Use case: workflow that the idea supports

  • Impact: who benefits and how often

How It’s Used

Use the ideas channel for new features and enhancements.

Use the bugs channel for defects and broken behavior.

Benefits

  • Better prioritization through consistent impact signals

  • Reduced duplicate ideas through searchable threads

  • Clearer product direction through structured feedback

Quick routing

  • Ideas and feature requests → ideas channel

  • “How do I…” questions and workflow guidance → help channel

  • Bugs, errors, and broken behavior → bugs channel

Need to reach Transform privately? Use Contact Support.

Setup Steps

Use the ideas channel for

  • New features

  • Improvements to existing features

  • UI/UX changes

  • Integrations

  • Workflow optimizations

Before you post

  • Search the ideas channel to avoid duplicates.

  • If something is broken, use the bugs channel.

  • If a workflow question exists, use the help channel.

  • Keep one request per post.

What to include

  1. Describe the feature: intended behavior.

  2. Explain the use case: problem that is solved.

  3. Share the impact: who benefits and how often.

  4. Add an example: screenshot, mockup, or sample data shape (redacted).

Optional:

  • How comparable systems handle it.

  • Current workaround.

  • Any constraints (roles, permissions, compliance, scale).

What happens next

  1. Ideas are reviewed.

  2. The community votes with reactions (when supported).

  3. Follow-ups may be requested in a thread.

  4. Prioritization is based on impact and demand.

  5. Updates are shared as items move.

Tips

  • Be specific. “Move the button to the left” beats “better UI”.

  • Split multiple ideas into multiple posts.

  • If the same need exists, add a vote reaction and include a use case comment.

Sensitive or private feedback

Email help@transform.ai when details cannot be shared in community channels.

Examples of good ideas posts

Example 1: Bulk edit task statuses

  • Describe the feature: Add bulk status updates from the task list.

  • Use case: Updating 50+ tasks during weekly triage is slow.

  • Impact: Project managers, weekly.

  • Example: Multi-select tasks → choose status → apply to all.

  • Workaround: Open each task and update status one-by-one.

Example 2: Sync a custom field

  • Describe the feature: Support syncing a custom field between Transform and an external system.

  • Use case: “Business owner” is tracked in an external system. It is needed in Transform.

  • Impact: Analysts and PMs, on every project.

  • Example: Map Business ownerBusiness owner during connector setup.

  • Constraints: Must respect external system permissions and field-level access.

Example: specific feedback vs vague feedback
  • ❌ “The interface is confusing.”

  • ✅ “Project date editing location is unclear after project creation.”

Summary

Ideas are most effective when use case, impact, and constraints are included.

The Transform Community is hosted outside Transform.

Avoid sharing secrets or sensitive data in community posts.

Use Contact Support for urgent or account-specific issues.

Overview

The help channel supports workflow questions and setup guidance.

It is best for questions that benefit from shared patterns and answers.

Key Concepts

  • Help channel: workflow guidance and usage questions

  • Bug report: defect report with reproduction steps and evidence

  • Idea: product improvement request with impact and use case

How It’s Used

Use the help channel for “how do I…” questions and best practices.

Use support for urgent, billing, security, and access issues.

Benefits

  • Faster workflow guidance through community answers

  • Reduced duplicate questions through search and threads

  • Better triage through clear routing

Quick routing

  • How-to questions and workflow guidance → help channel

  • Bugs, errors, and broken behavior → bugs channel

  • Feature requests and enhancements → ideas channel

When routing is unclear, start in the help channel.

Setup Steps

Use the help channel when

Use the help channel for:

  • “How do I…” questions

  • Best practices and workflow improvements

  • Setup and configuration questions

  • Integration setup questions

  • Unexpected results that might still be correct

  • Clarifying what a feature does

Use the bugs channel instead when

Use the bugs channel for:

  • Errors, crashes, pages that won’t load

  • Broken features

  • Missing or incorrect data

  • Something that used to work and now doesn’t

Use the ideas channel for:

  • Feature requests and enhancements

  • “It works, but I wish it worked differently”

Best Practices

  • Search the channel first.

  • Check the Help Center.

  • Try quick troubleshooting, such as refresh and private browsing.

  • Use threads for follow-ups.

  • Keep one question per post.

  • Capture the resolution in a follow-up message when an answer works.

  • Mark resolution clearly when supported.

What to include

  1. Goal: intended outcome.

  2. Scope: Organization / Project + page or feature.

  3. Attempted steps: shortest reproduction path.

  4. Observed result: error text, screenshots, recordings (redacted).

  5. Expected result: expected behavior.

  6. Environment (if relevant): browser and operating system.

Response time

Community responses may occur at any time.

Transform team target response time: within 1 business day.

Business hours: Mon–Fri, 8am–6pm Mountain Time (MT).

For urgent or production-impacting issues, contact support directly: help@transform.ai.

Summary

Contact support directly for:

  • Account access or billing

  • Security or privacy concerns

  • Urgent production issues impacting clients

See Contact Support.

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