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Embed 51 captured screenshots (27 desktop primary + 24 mobile) across 16 feature pages, add a top-level Full manual handbook TOC, and expand the surrounding prose into step-by-step walkthroughs. - getting-started: sign-in (email/Google/GitHub/Continue with Hanzo + hanzo.id SSO), workbench + app rail, 5-surface launcher, workspace settings - account: org-grouped switcher, account menu, account settings, wallet + Developer/Pro/Plus/Max plans on billing.hanzo.ai, agents/bots as members + DM - tracker: project navigator, New Issue dialog, issue detail, All Issues - documents/drive/chat/planner/HR/contacts walkthroughs - honest desktop-first note; HR (beta) empty state noted plainly - assets under public/img/<feature>/<view>-<viewport>.png
74 lines
4.7 KiB
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74 lines
4.7 KiB
Plaintext
---
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title: Learn the basics
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description: Navigate the Hanzo Team workbench and get to know each app.
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---
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Once you're signed in to a workspace, everything happens in the **workbench** — a single window with a global sidebar on the left and the active app on the right.
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*The workbench: the narrow app rail on the far left, the current app's navigator beside it, and the working area filling the rest.*
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## The workbench
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- **Account switcher** (top of the sidebar) — switch between your organizations and workspaces, manage members, and open workspace settings.
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- **App sidebar** — one icon per app. Click an icon to open that app; each app has its own secondary panel for navigation.
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- **Inbox** — a unified feed of notifications, mentions, and assigned work across every app.
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- **Search** — jump to any issue, document, message, or contact.
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- **Settings** — account preferences, workspace configuration, members, roles, and which modules are enabled.
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## The apps
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| App | What it's for |
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| --- | --- |
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| **[Tracker](/docs/task-tracking/creating-projects)** | Projects, issues, sub-issues, milestones, and components. |
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| **[Documents](/docs/knowledge-management/documents)** | Teamspaces and real-time collaborative editing. |
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| **[Chat](/docs/communication/sending-messages)** | Channels, direct messages, and threads. |
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| **[Planner](/docs/team-resources/team-planner)** | Your personal daily schedule, built from action items. |
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| **[Drive](/docs/knowledge-management/drive)** | Files and folders, shared with your team. |
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| **[Contacts](/docs/people-contacts/managing-contacts)** | People, companies, and teams. |
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| **[HR](/docs/team-resources/human-resources)** | Employees, departments, and time off. |
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| **[Virtual office](/docs/communication/virtual-office)** | Voice and video conferencing rooms. |
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| **[Cards](/docs/cards/cards-overview)** | A flexible database of typed, tagged, related records. |
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| **[Controlled Documents](/docs/controlled-documents/templates)** | Reviewed, versioned quality and technical documents. |
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Depending on your plan and which modules are enabled, you may also see **[Recruiting](/docs/additional-modules/recruiting)**, **[Test Management](/docs/additional-modules/test-management)**, **[Surveys](/docs/additional-modules/surveys)**, and **[Trainings](/docs/additional-modules/trainings)**. Enable or disable modules in **Settings**.
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## Action items connect the apps
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The concept that ties Hanzo Team together is the **[action item](/docs/task-tracking/creating-action-items)**. When an issue is assigned to you, an action item is created automatically in your **Planner** so you can schedule it. As you work through your day, the status of the underlying issue updates itself — you rarely need to move an issue from "Todo" to "In Progress" to "Done" by hand.
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> **On mobile:** the app rail and the app's own panel stack instead of sitting side by side, so you tap through one pane at a time. It's fine for quick checks; day-to-day work is smoother on a desktop.
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*The workbench on a phone — panes stack into a single column.*
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## Jump to other Hanzo surfaces
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Your Hanzo account is the same everywhere, so the account menu (your avatar, bottom-left of the rail) doubles as a launcher for the rest of Hanzo. Open it and look under **Surfaces**:
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*The account menu with the five-surface launcher, plus Profile, Theme, Workspace settings, Usage & billing, and Sign out.*
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- **Hanzo AI** — chat and models at [hanzo.ai](https://hanzo.ai).
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- **Console** — the developer console.
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- **App** — the Hanzo app.
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- **Bot** — your [bots and agents](/docs/account/agents-bots).
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- **Billing** — plans, wallet, and invoices at [billing.hanzo.ai](https://billing.hanzo.ai).
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The same menu holds **Profile**, a **Theme** toggle (Light / Dark), **Workspace settings**, **Usage & billing**, and **Sign out**.
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> **On mobile:** the account menu opens as a full-width sheet, so every surface stays one tap away.
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*The launcher as a full-width sheet on mobile.*
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## Do more
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- [Connect integrations](/docs/integrations/github) — GitHub, Google Calendar, Gmail, and Telegram.
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- [Put AI to work](/docs/account/agents-bots) — agents and bots inside your workspace.
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- [Configure your workspace](/docs/advanced-settings/space-types) — space types, roles, and task types.
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