# Documentation - [Login to Projetly](https://docs.projetly.ai/home/documentation/login-to-projetly.md): Options to sign up or login to projetly - [Administration](https://docs.projetly.ai/home/documentation/administration.md): The 'Settings' module contains all modules related to Projetly administration. Access to this and other related modules is role-based. Contact your administrator for help. - [General Settings](https://docs.projetly.ai/home/documentation/administration/general-settings.md): Manage your company and brand information/customisation - [Journey Messages](https://docs.projetly.ai/home/documentation/administration/journey-messages.md): Create email templates to maintain consistent messaging across projects and deal - [Users & Teams](https://docs.projetly.ai/home/documentation/administration/users-and-teams.md): View and invite users to Projetly - [Roles and Permissions](https://docs.projetly.ai/home/documentation/administration/roles-and-permissions.md): Define roles and permissions for your organisation - [Notifications](https://docs.projetly.ai/home/documentation/administration/notifications.md): Manage the notifications on projects, tasks,etc. - [Audits](https://docs.projetly.ai/home/documentation/administration/audits.md): View activity logs of all users across system. - [Forms & Surveys](https://docs.projetly.ai/home/documentation/administration/forms-and-surveys.md): For structured data collection within Onboarding and Projects - [Plans and Billings](https://docs.projetly.ai/home/documentation/administration/plans-and-billings.md): Manage billing and subscription information - [Deal Pipelines](https://docs.projetly.ai/home/documentation/administration/deal-pipelines.md): Configure pipelines for deals - [Accounts](https://docs.projetly.ai/home/documentation/accounts.md): Business or organization account - [Add Account](https://docs.projetly.ai/home/documentation/accounts/add-account.md): Add your customer account. - [Account Summary](https://docs.projetly.ai/home/documentation/accounts/account-summary.md): A sumary of activities within each account. - [Account Overview](https://docs.projetly.ai/home/documentation/accounts/account-overview.md): An overview page for all your accounts. - [Projects](https://docs.projetly.ai/home/documentation/projects.md): An overview of all projects - [Add Project](https://docs.projetly.ai/home/documentation/projects/add-project.md): Add projects for your customers/accounts - [All Projects](https://docs.projetly.ai/home/documentation/projects/all-projects.md): Displays all projects across accounts - [Project Overview](https://docs.projetly.ai/home/documentation/projects/all-projects/project-overview.md): Centralized view of complete project - [Onboarding/Project Plan](https://docs.projetly.ai/home/documentation/projects/all-projects/onboarding-project-plan.md): Detailed view of your onboarding or project plan - [Tasks](https://docs.projetly.ai/home/documentation/projects/all-projects/onboarding-project-plan/tasks.md): Actionable work items in Projects and Onboarding Plan - [Meetings](https://docs.projetly.ai/home/documentation/projects/all-projects/meetings.md): The calendar module for projects - [Documents](https://docs.projetly.ai/home/documentation/projects/all-projects/documents.md) - [Email](https://docs.projetly.ai/home/documentation/projects/all-projects/email.md): Integrate emails within the projects - [Sales Deal Room](https://docs.projetly.ai/home/documentation/sales-deal-room.md): Your workspace for B2B deals - [Deals](https://docs.projetly.ai/home/documentation/sales-deal-room/deals.md): Overview of all Sales Deals - [Add Deal](https://docs.projetly.ai/home/documentation/sales-deal-room/add-deal.md): Add a new deal - [Deal Details](https://docs.projetly.ai/home/documentation/sales-deal-room/deal-details.md) - [Deal Overview](https://docs.projetly.ai/home/documentation/sales-deal-room/deal-details/deal-overview.md): Overview view of the deal - [Shared Work](https://docs.projetly.ai/home/documentation/sales-deal-room/deal-details/shared-work.md): The task module of the sales deal room - [Documents](https://docs.projetly.ai/home/documentation/sales-deal-room/deal-details/documents.md): For all documents within sales deal room - [Dashboard](https://docs.projetly.ai/home/documentation/dashboard.md): Overview of projects and deals - [Workspace](https://docs.projetly.ai/home/documentation/workspace.md): Centralized view of projects and tasks assigned to the user - [Company](https://docs.projetly.ai/home/documentation/company.md): Businesses or organizations - [Add Company](https://docs.projetly.ai/home/documentation/company/add-company.md): Add Company to Projetly - [Documents](https://docs.projetly.ai/home/documentation/documents.md): A document drive for all your work-related documents - [Calendar](https://docs.projetly.ai/home/documentation/calendar.md): The calendar module of Projetly - [Meeting Insights](https://docs.projetly.ai/home/documentation/meeting-insights.md): AI transcripts and meeting insights - [Customers](https://docs.projetly.ai/home/documentation/customers.md): Add customer to invite them to the account and project - [Marketplace](https://docs.projetly.ai/home/documentation/marketplace.md): For a seamless sync with third-party applications - [Hubspot](https://docs.projetly.ai/home/documentation/marketplace/hubspot.md) - [Zoom for Meetings](https://docs.projetly.ai/home/documentation/marketplace/zoom-for-meetings.md) - [Notifications](https://docs.projetly.ai/home/documentation/notifications.md) - [Project Template](https://docs.projetly.ai/home/documentation/project-template.md): Find templates that suit your requirements - [User Profile](https://docs.projetly.ai/home/documentation/user-profile.md): Customize the user profile (active user) --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.projetly.ai/home/documentation.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.