How to actually run the thing
The complete guide to meetings, tasks, projects, objectives and performance in Axgenta — from “what is a status request” to how the four-level rating chain blends. Every article is public: you can read it before you sign up, and send a link to someone who will never have an account.
Getting started
Your first hour and your first week, in the order that makes the habit stick.
Welcome to your Talent Management System
What the system is for, why it is arranged the way it is, and how to get oriented before you change anything.
Quick start in 5 minutes
Sign in, read the dashboard, and move one real task forward today rather than reading the whole guide first.
Role-based paths: pick your journey
Three separate walkthroughs — individual contributor, team lead or manager, administrator — because those roles need different things first.
Onboarding questionnaire & first-week journey
A paced seven-day programme built around three habits rather than every feature.
Desktop widget (quick capture)
Drop a file or a selection anywhere on your machine and spawn a task with its context already attached.
Meetings
Planning the conversation, recording what was decided, and making the follow-up exist before the room empties.
Meeting Management & your career
Why the meetings module earns its place, and what running them properly does for your own record.
Creating a meeting request & agenda
Agenda-first invitations, participants, external invitees by email, and attachments — so the room arrives prepared.
Running precise, effective meetings
Working the agenda live, keeping time, and producing an executive summary without a second writing pass.
Recording decisions & action items
Capturing the decision next to the discussion that produced it, and giving every action a named owner and a date.
From meetings to tasks (the magic flow)
How action items become tracked tasks the moment the meeting closes, with the meeting context carried across.
Tasks
The deepest part of the guide, because tasks are the unit everything else is built from.
Task Management overview & layering
What each part of the task experience means, and why the ordering reduces chaos rather than adding process.
How tasks flow from meetings
The path an action item takes from minute to owned work, and what to check on the way.
Create tasks & assign work
The three ways to create a task, and the difference between the person accountable and the person doing it.
Status workflow & your role
The status machine, and why what you can do inside a task depends on your role in that task rather than your seniority.
Task progress management & updates
Automatic versus manual progress, status requests, and the approval workflow that makes the number trustworthy.
Subtasks, tags, comments & collaboration
Splitting execution into steps, and keeping notes, comments and history as three separate channels instead of one pile.
Assign work outside your organization
Invite a vendor or partner by email — isolated copies, status sync back, shared comments, and no mixing of tenants.
Scheduled tasks (one-time & recurring)
Rules that publish real work on a date: the queue, due offsets, pausing, and what happens after the final occurrence.
My Tasks, Assigned to me & watching
How the focus area is sectioned, and why the overdue backlog sits where it does.
How task prioritization & sorting works
Why due dates can look out of order in weekly views, and what the sort is actually optimising for.
Task list, tabs & Workspace views
Switching between list, board and timeline, and building the tabs your team actually reads.
File attachments & document collaboration
Putting files where they were used rather than in a folder someone has to be told the path to.
Projects
Structured, multi-step initiatives — planned once, published to real people, and kept honest afterwards.
Projects module overview
Project statuses, the list view, and who can see or edit a project and why.
Create a project & build the plan
The Designer: commercial and context fields, then the milestone, task and sub-task tree across card, table and Gantt views.
Project workspace & publishing
Reading project health, publishing a plan into real tasks, the two-way sync, and transferring ownership safely.
Sharing & exporting projects
Named grants versus revocable public links, and Excel or PDF exports with the column set you choose.
OKR & performance
How finished work becomes evidence that a goal moved — and a record the person owns.
OKR & performance rating
Configuring the rating engine, completing tasks with notes, rating assignees, and reading the My Performance dashboard.
How Projects, Tasks, Kudos & OKR connect
The full pipeline: publishing into tasks, accept/reject on inbound changes, and one rating feeding both OKR and Kudos.
Tags & custom views
Lightweight structure that scales, without forcing a rigid hierarchy on the whole company.
Tags: your superpower
Why a small governed tag set beats a large free-for-all — if you have forty tags, you have none.
Smart views & Workspaces
Building saved views that match how you actually think: by client, by squad, by phase.
Build your Mission Control
Assembling a personal hub so the first screen of your day answers the questions you actually have.
Real-life productive tag systems
Worked examples of tag schemes that survived contact with a growing team.
Users, roles & teams
Least privilege without engineering involvement, and an org structure that matches how you describe yourselves.
Admin Portal Settings
The complete administrator guide: onboarding users, RBAC, departments and the org chart, and company-wide settings.
Roles & permissions
Eight tenant roles and ten modules with read, write and delete grants — plus why changes apply at next login.
Admin vs general users
What an administrator can do that a member cannot, and the safety rails worth respecting before you edit your own role.
Departments & org structure
Departments, heads and codes, and the organogram that drives filters, reports and escalation.
Reports & insights
What each surface actually shows, so you stop exporting things to check them.
What each report shows
Team Activity, Overview, My Analytics and the Project Dashboard — the audience and the question each one answers.
Reports for growth & transparency
Reading your own numbers, and what a manager sees when they read them with you.
Dashboard widgets explained
Every widget on the morning screen, and what it is counting.
Settings & notifications
Making the system fit your week instead of interrupting it.
Best practice
The rhythms the product is designed around, written as habits rather than features.
Daily & weekly workflow
Ten minutes a day and forty-five on a Friday, including the honesty pass on dates and clearing overdue by deciding.
How top performers use this system
The patterns that separate people who get value from the system from people who merely comply with it.
OKRs, GTD & Eisenhower inside the tool
Running the frameworks you already use without bending the product into a shape it resists.
Technical & advanced
Navigation, speed and the data boundary.
Side menu, panels & theme
Laying out the workspace, including theme and reading direction per user.
Keyboard shortcuts
The shortcuts worth learning in the first week, and the ones worth learning later.
Data privacy & tenant isolation
The tenant boundary, what crosses it, and why an access refusal is usually policy rather than a fault.
Help & support
When something is not where you expect it.
Signing in & your account
Sign-in, verification, password reset and the settings attached to you rather than to your workspace.
Troubleshooting
The common symptoms — a missing menu, a screen you can read but not edit — matched to their actual causes.
FAQ
The questions support answers most often, with the short version first.
Glossary
Owner, assignee, reviewer, status request, tenant — the eight terms everything else is built from.
Reading is cheaper than a sales call, but doing beats both
Fifteen days, full access, up to five seats, no card. Run one real meeting through it and the guide will make considerably more sense.