Documentation

Everything you need to master Theta PM and boost your team's productivity.

01

Getting Started

Theta PM is organized around Workspaces. A workspace is a secure, isolated environment for your team. Upon signing up, we'll guide you through creating your first workspace and inviting team members.

[SCREENSHOT: Workspace Creation Screen]
02

Project Management

Inside a workspace, you can create multiple Projects. Each project can have its own Kanban Boards, Lists, and Calendar. Projects can also be assigned to specific Teams for better organization.

[SCREENSHOT: Project Dashboard & Kanban Board]
03

Automations

Automation rules move routine work forward automatically. When a task is moved to Done, you can automatically notify the team, update statuses, and keep every board in sync without lifting a finger.

[SCREENSHOT: Automation Rules Editor]
04

Billing & Security

We support both USD and NGN payments. You can switch your currency at any time on the billing page. Our multi-tenant architecture ensures that your data is strictly isolated and encrypted at rest.

[SCREENSHOT: Billing Page with Currency Toggle]

Still need help?