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Executive Summary
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Projects
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.
Templates
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Create templates from your existing projects to quickly start new ones with predefined tasks.
Products
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Products are top-level containers for your applications and software. Create a product to organize related projects together.
Products / Product
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Product Information
Team
Changelogs
No changelogs yet. Generate one from your GitHub commits and PRs.
GitHub Sync Defaults
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Approved Contributors
If no contributors are listed, all commit authors will be credited in changelogs.
Customers
👥
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Add customers to organize your projects by client.
Contact Information
Contact Name
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Email
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Phone
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Website
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Address
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Billing Rate
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Notes
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Products
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Projects
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Portal Users
Users who can access the customer portal for this customer.
Shared Access
Grant this customer access to specific products or projects.
Projects / Project
Connections
Required CI Checks:
All checks must pass
Partial match supported - "test" matches "Run tests"
GitHub Sync:
Not configured
Pulls issues from this repo on a schedule and imports new ones.
Tasks
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CI
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Status
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Tasks
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Add requirements and let AI generate tasks, or create them manually.
Sub-Projects
Backlog
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Team
📋 Stakeholders
📊 Project Team - Management
💻 Project Team - Doers
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Documents
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AI Documentation
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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
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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
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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.
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Time Reports
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Support
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Profile
Your personal settings. Workspace-level settings live under Settings.
Appearance
System follows your device's light/dark setting. Your choice is saved on this device.
Profile
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 Connection
Connect your GitHub account to import issues and link PRs to tasks.
Connected Account
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What this connection enables
Browse Repositories
View your owned and collaborator repos
View Issues
Browse open/closed issues from your repos
Import Issues as Tasks
Create tasks directly from GitHub issues
Link Tasks to Issues
Track GitHub issue URLs on tasks
This is a personal connection. Organization repos you collaborate on will also appear.
API Keys
API keys allow external tools like Claude Code to interact with your IDEA Base account.
No API keys yet. Create one to get started.
Save this key now! It will only be shown once.
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.
AI Savings Dashboard
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Estimated Cost Savings
AI Development Work
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AI Feature Usage
Task Generations
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Completion Reviews
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Time Estimates
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Device Notifications
Get push notifications on this device when things happen in your projects. You control which alerts you receive below.
This device
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On iPhone/iPad, add IDEA Base to your Home Screen first, then open it from there to enable push.
Alert preferences
Choose how you're alerted for each event. Per-project and per-product overrides fall back to your defaults here, which fall back to your account role's baseline.
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Settings
Workspace
Service Desk (ITSM)
When off, the Service Desk is hidden for everyone in this workspace. You can turn it back on at any time.
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.
Notifications
Send notifications to Slack or Discord when events happen in your projects.
No webhooks configured yet.
For Slack: Create an Incoming Webhook in your workspace.
For Discord: Right-click a channel > Edit Channel > Integrations > Webhooks > New Webhook.
Notification Role Defaults
Set baseline alert preferences for each role. Members can override their own under Profile.
Team role defaults
Baseline alerts for everyone with this role. Members can override their own.
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Current Plan
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Status
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Current Period
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Cancellation
Cancels at period end
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Next Invoice
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After this date, your account will be downgraded to the Free plan. You can reactivate anytime before then.
Service Desk
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