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Welcome to the User Guide

This guide covers the day-to-day features of Obeya Cloud. Whether you are managing projects, tracking tasks, or collaborating with your team, you will find detailed instructions here.

Workspaces

Organize your projects into logical groups

Projects

Create and manage projects with multiple views

Views

Board, Table, Timeline, Calendar, and Visual views

Custom Fields

25+ field types to structure your data

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Getting Oriented

When you first log in to Obeya Cloud, you will see the Home screen. This is your personal dashboard showing:
  • Recent items you have worked on
  • Assigned to me items across all boards
  • Favorites for quick access to boards and projects
  • Notifications for mentions, assignments, and updates
Pin your most-used boards to Favorites by clicking the star icon next to any board name. They will appear in the left sidebar for instant access.
The left sidebar provides access to all your workspaces and projects. The top bar contains:
  • View tabs to switch between Board, Table, Timeline, Calendar, and Visual views
  • Filter and Sort controls to refine what you see
  • Search (or press Cmd+K / Ctrl+K) to find anything instantly
  • Notifications bell icon for recent activity

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Collaboration Features

Obeya Cloud is built for teams. Every change syncs in real time, so your teammates always see the latest data. Key collaboration features include:
  • Live presence indicators showing who is viewing the same board
  • @mentions in comments to notify specific people
  • Activity log tracking every change made to an item
  • Sharing boards with guests via email invitation
All changes are saved automatically. There is no save button — your work is always up to date.

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Supported Languages

Obeya Cloud is available in six languages: English, French, Spanish, German, Arabic, and Japanese. Change your language in Settings > Preferences > Language.