Help & Documentation
Everything you need to know about ChangePilot
Projects
Managing Projects
Scope work, break it into tasks, assign team members, and track progress on the board or timeline. Projects is the main workspace.
Open Projects →Getting Started
New to ChangePilot? Learn how to create your first project, add tasks, and invite teammates.
Get started →Quick Capture
The 3 ways to get work into ChangePilot fast — browser extension, mobile voice, paste-to-screener. One page that explains when to use which.
View options →Frequently Asked Questions
How do I start a project?
Three paths, all from the empty Projects page: describe the work and let ChangePilot scope it, paste an existing task list and let us enrich it, or create manually. The planner path is the fastest — most projects go from idea to a full plan with subtasks, dependencies, and risks in about 30 seconds. Free plan includes 3 projects.
I pasted my Excel task list — what happens?
We keep every task you pasted, in the order you wrote them. Then we flesh out each one with subtasks, dependencies, and estimated days. After that, we append the tasks most people forget — kickoff, permits, sign-off, closeout, training, documentation. Nothing you pasted disappears; the enrichment is additive. Works for TSV (Excel clipboard), CSV, or plain newline-separated lines.
What’s the difference between a task and a subtask?
A task is one of the columns on your kanban board — a meaningful step in the project (“Order parts”, “Get permit”, “Run pre-startup safety review”). A subtask is a checklist item inside a task (“Email vendor for quote”, “Confirm dimensions”). You move tasks across columns to change project status; you check off subtasks to track progress within a task. The planner generates both — you can edit, add, or delete either at any point.
I tried the screener anonymously — does my plan survive signup?
Yes. Your plan is saved to your browser's session storage, then imported into your new workspace as soon as you finish signing up. The “why this matters” narrative, risk factors, and any regulatory context the planner surfaced all come with. You don't re-run the planner.
What does the Audit Trail PDF include?
Every status change, comment, assignment, escalation, and evidence upload on the project — attributed to the user who made it, timestamped. Plus the plan itself (tasks, estimates, dates). Download it from the project header button. It's the compliance-grade export teams use when a regulator asks to see how a change was approved and executed.
How do I invite teammates?
From the workspace teams page: Projects → Team setup. You can invite by email. Team tier ($49/mo) unlocks unlimited invites; free tier is solo only.
Who shows up when I assign a task?
The assignee picker is scoped to people on the project's team. If someone you're expecting isn't in the list, add them from the project's Team panel first. Solo projects only show you.
How do I cancel or see invoices?
On Account settings, click “Manage billing.” Opens the secure Stripe customer portal in a new tab — view invoices, update your card, or cancel your subscription.
Can I export my data or delete my account?
Yes, both self-service from Account settings. “Download my data” returns a JSON bundle of your profile, projects, comments, and evidence. Delete account requires type-to-confirm; we cascade delete your projects but anonymize comments you left on teammates' projects so their audit trails stay intact.
Still Need Help?
If you can't find what you're looking for, contact your system administrator or check the technical documentation.