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Welcome to Projects
Create your first project and let AI help you break down requirements into actionable tasks with time estimates.
Or browse Templates to start from a pre-built structure.
Project Templates
No templates yet
Create templates from your existing projects to quickly start new ones with predefined tasks.
Products
No products yet
Products are top-level containers for your applications and software. Create a product to organize related projects together.
Product Information
Statistics
Projects
No projects linked to this product yet.
Team Members
Changelogs
No changelogs yet. Generate one from your GitHub commits and PRs.
Approved Contributors
If no contributors are listed, all commit authors will be credited in changelogs.
Customers
No customers yet
Add customers to organize your projects by client.
Contact Information
Notes
No notes.
Products
No products for this customer yet.
Projects
No projects for this customer yet.
Portal Users
Users who can access the customer portal for this customer.
Shared Access
Grant this customer access to specific products or projects.
Partial match supported - "test" matches "Run tests"
Tasks
No tasks yet
Add requirements and let AI generate tasks, or create them manually.
Sub-Projects
Backlog
No backlog items. Add ideas that might become tasks later.
Project Team
📋 Stakeholders
📊 Project Team - Management
💻 Project Team - Doers
No team members yet
Add stakeholders, managers, and doers to build your project team.
Documents
No documents yet
Upload PDF, DOCX, or text files to extract requirements and generate tasks.
AI Documentation
No documentation yet
Generate SOPs, FAQs, changelogs, or post-mortems from completed tasks.
Claude Code
Build a CLAUDE.md file for this project using integration snippets.
Project CLAUDE.md
Tip: Copy this content to a CLAUDE.md file in your project root for Claude Code to use automatically.
Invoices
Loading invoices...
No invoices yet
Generate your first invoice from tracked time entries.
Invoice #INV-1001
Generate Invoice
Choose how much detail to include on the invoice.
Leave blank to use client/project rates.
Manage Clients
Add Client
Billing Settings
Company Information
Invoice Defaults
Default Content
Regression Alerts
These alerts indicate that a PR may have affected completed tasks. Review each alert and take appropriate action.
Invoices / Invoice
Time Reports
Time by Day
No time entries found for the selected period.
| Date | Entries | Hours |
|---|
Detailed Entries
0 entriesNo time entries to display.
| Date | Project | Task | User | Hours | Notes |
|---|
Support
No support tickets
Create a ticket if you need help with IDEA Base.
Help & Documentation
Settings
Profile
Workspace
Password
Add a password to your account to enable email/password login as an alternative to OAuth.
Password is set. You can now sign in with your email and password.
GitHub Integration
This secret is used to verify GitHub webhook payloads. Generate a new secret and add it to your GitHub repository's webhook settings.
Configure your GitHub repository to send webhooks to this URL with events: Check runs, Check suites, Workflow runs.
API Keys
API keys allow external tools like Claude Code to interact with your IDEA Base account.
A descriptive name to identify this key.
MCP Setup
Connect your AI coding tool to IDEA Base. Copy the config below and paste it into your editor's MCP configuration.
Add to ~/.claude/claude_desktop_config.json:
Add to .cursor/mcp.json in your project:
Run in your terminal:
Select an API key above or create one to auto-populate the config.
Notifications
Send notifications to Slack or Discord when events happen in your projects.
For Slack: Create an Incoming Webhook in your workspace.
For Discord: Right-click a channel > Edit Channel > Integrations > Webhooks > New Webhook.
Billing & Subscription
Upgrade to unlock more features
Get more AI credits, advanced verification, and priority support.
Team Members
Pending Invitations
AI Savings Dashboard
AI Development Work
AI Feature Usage
Current Period
GitHub Connection
Connect your GitHub account to import issues and link PRs to tasks.
What this connection enables
This is a personal connection. Organization repos you collaborate on will also appear.
Invite Team Member
Change Your Plan
Cancel Subscription
Are you sure you want to cancel your subscription?
Your subscription will remain active until the end of your current billing period:
-
After this date, your account will be downgraded to the Free plan. You can reactivate anytime before then.
Admin Dashboard
operatorPlan Distribution
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Users
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Accounts
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Bug Reports
| ID | Title | Priority | Severity | Status | Ticket | GitHub | Created | Actions |
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Pricing Plans
| Plan | Display Name | Projects | Depth | Subprojects | AI Credits | Monthly | Yearly | Status | Actions |
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