Help
Guides and how-tos for EShopSet: projects, tasks, workflow runs, portal access, integrations, and day-to-day delivery operations.
How it works
- Capture intake and context (organizations, contacts, conversations).
- Plan delivery in projects with tasks and ownership.
- Execute repeatably with workflow runs and logs.
- Attach artifacts and share client-safe updates via the portal.
Next steps
Request a demo to see Help in context.
Getting started
Learn the basics: organizations, stores, projects, tasks, runs, and how the customer portal stays in scope.
Organizations and contacts
Manage organizations, contacts, and conversations as the CRM-style directory for delivery and collaboration.
Stores
Store-level operations: connections, credentials (prototype), logs, backups/clones, and linking stores to projects.
Projects and tasks
Use projects as the delivery hub and tasks as the shared backlog for teams and stakeholders.
Workflow runs and logs
Create repeatable execution with workflow runs, statuses, logs, and turning findings into tasks.
Customer portal
Help for client-facing portal access: scoped visibility, documents, requests, and what clients can (and can’t) do.
Apps and integrations
Connect tools like issue trackers and PM systems and keep delivery context centralized in EShopSet.
Roles and permissions
Understand owner/manager/member roles, portal scope, and how permissions affect navigation and actions.
