Ally Help
Guides and how-tos for getting the most out of Ally.
Getting started
- Introduction to projectsProjects hold a body of related work — a workstream, a client, or a goal.
- Introduction to tasksCapture anything with natural language, then organize it when you're ready.
- Personal projects vs team projectsWhen to keep work in My Projects and when to move it into a shared workspace.
Organizing work
- Use folders to organize team projectsGroup related projects into folders that mirror how your team works.
- Introduction to sectionsSections add order inside a project — phases, hand-offs, or meeting agendas.
- Project templatesTurn a repeatable project into a template you can spin up in seconds.
- Import tasks from a CSVBring tasks into a project from a spreadsheet — including a Todoist export.
Collaboration
- Invite teammates to AllyBring people into your workspace, a single project, or a specific task.
- Assign tasks to teammatesGive a task an owner so everyone knows who's doing what.
- Comments & file uploadsDiscuss a task in context and attach the files that go with it.
- Team roles & accessControl what each member can see and change with roles.
Views & reporting
- List, Board & Calendar layoutsSee a project as a list, a Kanban board, or a calendar — whatever fits the work.
- Introduction to filtersSaved views that cut across every project — assigned to me, due this week, P1.
- Inbox, Today & UpcomingThree views that pull your tasks together across every project.
- Team activity & reportingSee what your team has been getting done and keep everyone aligned.