Vaiz structure
Understand how the main building blocks of Vaiz fit together.
Tutorials
Getting started
Spaces
Learn how to set up a workspace in Vaiz, invite your team, and manage roles and permissions.
Projects
Create a project in Vaiz, set its name, slug, and appearance, invite your team, and start managing tasks right away.
Boards
Set up a board in Vaiz, choose a template, configure columns and task types, and invite your team to start working.
Tasks
Create a task on a Vaiz board, assign it, set due dates and priority, and use AI to generate a description in seconds.
Documents
Learn how to create documents in Vaiz, add content, and keep them organized alongside your projects and tasks.
Board customization
Customize board filters, views, groups, and access settings for your team.
Framework templates
Pre-configured board setups built around Scrum, Kanban, Waterfall, RACI, Sociocracy 3.0, RAID log, and OKR.
Import projects
Import projects, tasks, and members into Vaiz from tools like Asana, Jira, Trello, YouTrack, or Notion.
Working with tasks
Custom fields
Add custom fields to tasks for text, numbers, dates, dropdowns, and links.
Milestones
Create milestones, add tasks, and track progress across your project in one place.
Dashboard cards/widgets
Add and configure interactive cards on your Vaiz dashboards to view tasks, milestones, activity, and more in one place.
Document history & comments
Review document versions and leave comments directly inside Vaiz.
Follow tasks & docs
Stay updated on any task or document in Vaiz by following it — and add teammates as followers so they don't miss updates either.
Search
Find tasks, documents, boards, and milestones across your workspace with global search and filters.
Archive & restore
Keep your workspace clean by archiving tasks, milestones, and documents — and restore them anytime in a few clicks.
Project history
See what changed, when, and by whom across your entire project in one place.
Automation & integrations
GitHub integration
Connect GitHub to Vaiz to link pull requests, branches, and commits to tasks — and create branches directly from a task.
Slack integration
Connect Slack to Vaiz to get notifications, create tasks from messages, and share rich link previews.
Zapier integration
Connect Vaiz to Zapier to automate task workflows between your tools without writing code.
MCP
Connect to Claude and Cursor to Vaiz via MCP to access tasks, projects, and documents directly inside your AI tools.
API tokens
Create and manage a Personal Access Token to connect external tools and integrations to Vaiz.
Automations
Build When → Then rules to auto-assign, move, archive, or notify on task changes.
Team & collaboration
Invite teammates
Invite teammates to your space in Vaiz, assign roles, manage access, and organize members into groups.
Roles & permissions
Learn how to assign roles, manage permissions, and control access for members and groups in Vaiz.
Notifications
Learn how to manage notifications in Vaiz and choose Push, Email, or muted alerts for different update types.
Account, security & billing
Account security
Change passwords, set up passkeys, and enable 2FA for secure account access.
2FA
Add an extra layer of security to your Vaiz account by enabling two-factor authentication with an authenticator app.
Email & phone
Keep your contact information up to date in Vaiz — update your phone number and manage your email addresses in account settings.
Dashboard settings
Rename, share, lock, or remove a dashboard in Vaiz to keep views relevant for you and your team.
Light & dark theme
Switch between system, light, and dark themes in Vaiz to reduce eye strain and match your workspace.
Billing in Vaiz
Understand Vaiz plans, limits, billing access, and how to upgrade your subscription.