Help Center

From first setup to client sign-off.

Find role-aware guidance for requests, projects, approvals, client access, reporting, automation, security, and account management.

Start here

Set up the workspace and learn how the pieces fit together.

Get started with Trellis

Set up your workspace, understand the navigation, and create your first project and task.

Boards, projects, and tasks

Choose the right level for work, design stages, and keep task records audit-ready.

Kanban, Table, Calendar, Gantt, and Flow

Choose the best project view for execution, scheduling, dependencies, and process improvement.

Plan and deliver

Route work, capture requests, and automate the repetitive steps.

Inbox and Team Queue

Understand personal assignments, unread work, team handoffs, and routing.

Requests, intake forms, and templates

Capture incoming work consistently and route it into the right project workflow.

Automations and run ledger

Create reliable rules, understand triggers and actions, and audit every run.

Clients and decisions

Share work with clients and record decisions that hold up later.

Approvals and the client portal

Request formal decisions and give clients a clean, limited view of deliverables.

Roles and permissions

Know what Owners, Admins, Managers, Team Leaders, Members, and Guests can see and change.

Measure and improve

Read delivery health, report to clients, and protect your data.

Dashboards, reports, and exports

Read health consistently, build custom widgets, and export management-ready reports.

Account, plans, and billing

Understand workspace ownership, plan limits, billing contacts, and subscription changes.

Security, data, and backups

Learn how Trellis protects workspace data and how administrators can back up and restore it.

Account and support

Manage people, integrations, and everything else.

Users, invitations, and teams

Invite people, choose workspace roles, create teams, and keep access current.

Integrations and API basics

Understand the current integration model, exports, automation hooks, and safe API usage.

Troubleshooting Trellis

Resolve common login, display, permission, notification, and data issues.

Keyboard shortcuts and accessibility

Navigate faster with keyboard controls while keeping Trellis accessible.

Step by step

Step-by-step help for every delivery workflow

Short, task-focused walkthroughs for the things teams do most often.

How to create your first projectCreate an outcome-based project, define its objective, and add the first owned task. How to set up stages and Client ReviewCreate a workflow that makes current status and client decisions easy to understand. How to request a client approvalRequest a named, auditable decision on a deliverable. How to share a project with a clientGive a Guest only the project access they need. How to build a public intake formCapture structured requests and route them to the right project. How to create an automation ruleBuild a reliable WHEN and THEN rule with a clear audit trail. How to build a custom reportDefine a report once and reuse the same definition everywhere. How to export a branded PDF reportProduce a client-ready report without rebuilding it by hand. How to invite your teamAdd people with the right role and put them in the right team. How to transfer a task to a team queueHand work to a team without it disappearing into one inbox. How to use custom fieldsAdd the columns your workflow needs and use them in views and reports. How to set task dependenciesRecord what must finish first and see the real impact of a slip. How to switch between Kanban, Table, Calendar, Gantt, and FlowUse the right view for execution, schedules, and bottlenecks. How to back up and export your workspaceProtect workspace data before major changes. How to delete or archive a project safelyClose finished work without accidental data loss.

Workflows

End-to-end delivery workflows

How the pieces fit together across a whole engagement.

The client-delivery workflow, end to endTurn intake into assigned work, production, client review, approval, and a finished record. A repeatable client onboarding workflowUse templates, intake, access, and the first project to start every relationship consistently. A revision and change-request workflowHandle feedback and scope changes without losing the original decision. A weekly client status workflowUse dashboards, reports, and the portal to replace manual status chasing. A creative proofing workflowMove a deliverable from production through proof, decision, and sign-off. A retainer management workflowBalance recurring delivery, workload, approvals, and reporting. Automation recipes libraryPractical rule patterns for assignment, approval, reminders, escalation, and completion.

For your clients

Guides you can send to clients

Written for the people you share projects with, not for your team.

Using the Trellis client portalSee shared projects, deliverables, progress, and decisions without internal workspace clutter. How to approve or request changesReview a deliverable and record a clear decision in two minutes. How to comment and give feedbackLeave useful, specific feedback directly on the relevant deliverable. What clients can and cannot seeUnderstand project-scoped access and how Trellis protects internal work.

Still need help?

If a guide does not cover your situation, tell us what you are trying to do and we will point you at the right approach.

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