dotby documentation
dotby is a project tracker for teams that ship. Boards, lists, rich tasks, sprints, and chat live in one place, and every change lands for the whole team instantly.
These docs explain how dotby works, and how to shape it around the way your team already works.
Start here
Section titled “Start here”Getting startedFrom sign-up to your first task, in about five minutes.
Core conceptsWorkspace, project, task, sprint, initiative — the words dotby uses, and what each one is for.
Keyboard shortcutsThe command palette, the g chords, and the letters that change a task without opening it.
What's newThe newest capabilities, and where to read about each one.
Everyday work
Section titled “Everyday work”The things you touch in the first week.
Projects and viewsBoard, list, and timeline — and how to save the view your team actually works in.
Board display and swimlanesGroup, sub-group, sort, and choose what a card shows.
Write anythingSlash commands, blocks, mentions, tables, code — the one editor you meet everywhere.
Files and attachmentsScreenshots into a task before it exists, and Office files previewed inline.
Task propertiesLabels, priority, estimates, dates, and your own custom fields.
Statuses and workflowCustom columns, reusable status sets, and why deleting one never loses work.
Filters and searchThe filter rail, pinned filters, and the command palette.
Break work downSub-tasks, the task tree, and typed relations.
Bulk actionsSelect many tasks and change every property in one pass.
Notifications and InboxWhat reaches you, where it arrives, and how to turn the volume down.
Plan and deliver
Section titled “Plan and deliver”Plan a sprintOpen a sprint, pull work into it, and read the burn-up while it runs.
Timeline and dependenciesA real Gantt — bars, dependency arrows, and the portfolio view.
Run an initiativeGroup projects under one outcome and answer 'is this on track?'
Track timeOne-line logging, rates per activity, and who gets to see money.
Project foldersGroup related projects and get a dashboard for free.
ModulesGroup work by what part of the product it touches.
DashboardsBuild a project dashboard from widgets — stats, charts, and KPIs.
Rates and pay reportsHourly rates per person per activity, and who gets to see money.
One task, many boardsPut the same task on a second board without copying it.
Collaborate
Section titled “Collaborate”Team chatChannels, DMs, threads — and how a message becomes a task.
Pages and wikiSpecs, runbooks, and meeting notes that live beside the work.
WhiteboardsAn infinite canvas for the thinking that happens before there are tasks.
Schema designerDraw your database as an ER diagram, next to the work that changes it.
TeamsOne handle for many people — mention a whole group at once.
Invite your teamRoles, private projects, and how to bring a client in as a guest.
Build on dotby
Section titled “Build on dotby”Everything you can do in the app, you can do from a script, an agent, or your terminal — the REST API, the CLI, and the MCP connector all speak to the same backend, with your own permissions.
Connect an AI agentGive Claude, ChatGPT, Cursor, or any MCP client real access to your workspace.
Ask Dot (in-app agent)The AI agent inside dotby — bring your own model key.
SlackTask links that explain themselves, plus DMs worth interrupting you.
Build your first integrationFrom a token to a working script — create, page, sync, and handle errors.
API keys and tokensKeys for CI and scripts, and how to keep one from dying quietly.
REST API referenceAuth, pagination, rate limits, and the full endpoint reference.
Use the CLIInstall dotby, sign in, and run your workspace from the terminal.
Run the workspace
Section titled “Run the workspace”Workspace settingsModules, timezone, auto-archive, the trash, and transferring ownership.
Roles and permissionsFour roles, and the capabilities that hand over one right instead of the keys.
Plans and billingFree versus Pro, what a seat is, and what happens if you downgrade.
Data and securitySign-in, tenant isolation, deletion, and getting your data out.
Look it up
Section titled “Look it up”GlossaryEvery word dotby uses, alphabetically — including where the API spells things differently.
dotby on mobileWhat the iOS and Android app does today, and what is still web-only.
TroubleshootingThe things that actually go wrong, and the fix for each.
FAQShort answers to the questions people ask just after signing up.