Vaiz structure
Understand how the main building blocks of Vaiz fit together.
Vaiz docs and resources
Learn how Vaiz works, set up your space, and get help when you need it.
Popular
Custom fields
Add custom fields to tasks for text, numbers, dates, dropdowns, and links.
Invite teammates
Invite teammates to your space in Vaiz, assign roles, manage access, and organize members into groups.
MCP
Connect to Claude and Cursor to Vaiz via MCP to access tasks, projects, and documents directly inside your AI tools.
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 to keep tasks, boards, and docs organized, then customize its appearance and manage it from the sidebar.
Boards
Set up a board in Vaiz, choose a template, configure columns and task types, invite your team, and organize boards in your sidebar.
Tasks
Create a task in Vaiz, assign it, set dates and priority, add subtasks, and generate a description with AI 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
Subtasks
Break a task into subtasks in Vaiz, manage their group, priority, and dates, and convert them into standalone tasks when needed.
Due dates
Set due dates or a date range on tasks, subtasks, and milestones in Vaiz to keep deadlines visible and on schedule.
Priorities
Set or update priority for tasks and subtasks in Vaiz — from the board, inside a task, or directly in the subtasks table.
Blockers & dependencies
Link tasks with Blockers and Blocking in Vaiz to define dependencies and keep work moving in the right order.
Task types
Create, assign, and manage task types in Vaiz to categorize tasks and filter them by board.
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.
Document navigation
Connect related documents with sub documents and siblings, then add navigation widgets like Document tree and Table of contents.
Embedded tools
Insert headings, tables, images, videos, code blocks, and more into documents and task descriptions using the / menu in Vaiz.
Keyboard shortcuts
Speed up your work in Vaiz with keyboard shortcuts for global navigation, text formatting, headings, lists, and tables.
AI descriptions
Generate a task description in Vaiz with AI, then edit, insert, or regenerate it before adding more content.
Export to PDF
Export a Vaiz document to PDF for sharing or offline use, and see how unsupported blocks and videos are handled.
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.
Favorites
Bookmark tasks and documents in Vaiz to find frequently used items quickly, from anywhere in your workspace.
Filter tasks
Filter tasks on a board by assignee, due date, priority, and more, then save filters to reuse anytime.
Search
Find tasks, documents, boards, and milestones across your workspace with global search and filters.
Link to items
Copy a direct link to any task or document in Vaiz, or cross-link items with @ mentions, to share and navigate faster.
Archive & restore
Keep your workspace clean by archiving tasks, milestones, and documents — and restore them anytime in a few clicks.
Duplicate task
Duplicate a task in Vaiz to reuse its structure and details, then update only what's different.
Move tasks
Move a task to another board in Vaiz when it belongs to a different project or workflow.
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.
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.
Webhooks
Send data from Vaiz to external services with webhooks, triggered as the "Then" action of an automation.
Team & collaboration
Member groups
Create member groups in Vaiz to organize your team and assign roles or access to multiple people at once.
Roles & permissions
Learn how to assign roles, manage permissions, and control access for members and groups in Vaiz.
Guest accounts
Give clients, partners, or external collaborators view-only access without letting them edit shared work.
Notifications
Learn how to manage notifications in Vaiz and choose Push, Email, or muted alerts for different update types.
Mentions
Mention people, tasks, documents, milestones, boards, and projects in Vaiz, and see how mentions in comments trigger notifications.
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.