Tutorials

Add custom fields to tasks for text, numbers, dates, dropdowns, and links.

Keep your workspace clean by archiving tasks, milestones, and documents — and restore them anytime in a few clicks.

Connect to Claude and Cursor to Vaiz via MCP to access tasks, projects, and documents directly inside your AI tools.

Set up a board in Vaiz, choose a template, configure columns and task types, and invite your team to start working.

Learn how to create documents in Vaiz, add content, and keep them organized alongside your projects and tasks.

Create a project in Vaiz, set its name, slug, and appearance, invite your team, and start managing tasks right away.

Learn how to set up a workspace in Vaiz, invite your team, and manage roles and permissions.

Create a task on a Vaiz board, assign it, set due dates and priority, and use AI to generate a description in seconds.

Customize board filters, views, groups, and access settings for your team.

Stay updated on any task or document in Vaiz by following it — and add teammates as followers so they don't miss updates either.

Create and manage a Personal Access Token to connect external tools and integrations to Vaiz.

Import projects, tasks, and members into Vaiz from tools like Asana, Jira, Trello, YouTrack, or Notion.

Connect Vaiz to Zapier to automate task workflows between your tools without writing code.

Invite teammates to your space in Vaiz, assign roles, manage access, and organize members into groups.

Join the Vaiz affiliate program, share your referral link, and earn 10% commission on every paid subscription you refer.

Change passwords, set up passkeys, and enable 2FA for secure account access.

Learn how to manage notifications in Vaiz and choose Push, Email, or muted alerts for different update types.

Learn how to assign roles, manage permissions, and control access for members and groups in Vaiz.

Build When → Then rules to auto-assign, move, archive, or notify on task changes.

Add an extra layer of security to your Vaiz account by enabling two-factor authentication with an authenticator app.

Switch between system, light, and dark themes in Vaiz to reduce eye strain and match your workspace.

Keep your contact information up to date in Vaiz — update your phone number and manage your email addresses in account settings.

Pre-configured board setups built around Scrum, Kanban, Waterfall, RACI, Sociocracy 3.0, RAID log, and OKR.

Find tasks, documents, boards, and milestones across your workspace with global search and filters.

See what changed, when, and by whom across your entire project in one place.