Copperleaf documentation
Learn the product, connect your tools, and shape a calmer system for planning work.
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Start guide
Set up the workspace and learn the habits that keep work moving.
Import work
Bring projects and tasks from your existing planning system.
Cycles
Focus a team on the right commitments and maintain momentum.
Project maps
View initiatives across teams and anticipate important milestones.
Filters
Combine saved filters to create focused, reusable work views.
Code automations
Connect commits and pull requests to the work they deliver.
Copperleaf basics
Learn the essential tools and prepare your first workspace.
Workflows
Design statuses that match how your team actually works.
Select work
Take action on several work items at one time.
Relationships
Connect blocked, related, and duplicate work items.
Display options
Order, group, and tune project views for each audience.
Triage
Route incoming requests from integrations and other teams.
Parent and child work
Break larger outcomes into clear, manageable pieces.