> For the complete documentation index, see [llms.txt](https://docs.projetly.ai/home/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.projetly.ai/home/documentation.md).

# 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
- [Organization Memory](https://docs.projetly.ai/home/documentation/administration/organization-memory.md): Capture important information about the organization
- [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
- [Data Retention Policy](https://docs.projetly.ai/home/documentation/administration/data-retention-policy.md)
- [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 Memory](https://docs.projetly.ai/home/documentation/sales-deal-room/deal-memory.md): Capture important details of a 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
- [Engagements](https://docs.projetly.ai/home/documentation/sales-deal-room/deal-details/engagements.md): Learn how prospects engage within the deal
- [Deal Memory](https://docs.projetly.ai/home/documentation/sales-deal-room/deal-details/deal-memory.md): Capture critical context of a deal
- [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
- [Contacts](https://docs.projetly.ai/home/documentation/contacts.md): Customer or prospect contacts
- [Add Contact](https://docs.projetly.ai/home/documentation/contacts/add-contact.md): Add contact records
- [Documents](https://docs.projetly.ai/home/documentation/documents.md): A document drive for all your work-related documents
- [Document Collaboration](https://docs.projetly.ai/home/documentation/documents/document-collaboration.md)
- [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
- [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 Workplace](https://docs.projetly.ai/home/documentation/marketplace/zoom-workplace.md): Zoom Integration for Projetly
- [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)