# orboto

- [orboto documentation](/): Plan, track and ship work - with your team and your AI agents working the same system.
- Getting started
  - [Getting started](/getting-started): Sign in, get oriented on screen, and learn the global shortcuts - the first page to read if you are new to orboto.
  - [Create your first project and ticket](/getting-started/first-project): A hands-on walkthrough - create a project, add a ticket, and move it across the board, with every field explained.
  - [Concepts and glossary](/getting-started/concepts): The vocabulary orboto uses - projects, tickets, milestones, and every other term you meet as you learn the product.
- User guide
  - [User guide](/user-guide): Everything orboto can do, area by area - with how-tos for daily use.
  - Projects & work
    - [Projects and tickets](/user-guide/work/projects-and-tickets): Find your projects, switch between the five ways to view a project's tickets, and filter down to what you need.
    - [Working with tickets](/user-guide/work/tickets): Create a ticket, work it through the ticket detail panel, change many at once, and write with the rich-text editor.
    - [Workflows and statuses](/user-guide/work/workflows-and-statuses): What a ticket's status is made of, the five categories every custom status maps to, and what actually controls whether a ticket can move.
    - [RACI roles](/user-guide/work/raci): Assign Responsible, Accountable, Consulted and Informed roles per ticket, with exactly one enforced owner for every piece of work.
    - [Approval gates](/user-guide/work/approvals): Require sign-off from specific people before a ticket can enter a status, with tracked approve/reject decisions.
    - [Project templates](/user-guide/work/templates): Reusable project blueprints - milestones, tickets, labels and doc pages you can stamp onto a new project instead of starting from a blank board.
    - [Versions and releases](/user-guide/work/versions): Plan releases, assign tickets to versions, and reschedule a whole release's tickets with the date cascade.
    - [Portfolio views](/user-guide/work/portfolio): Group projects into a portfolio and roll up progress, budget, and risk across all of them in one dashboard.
  - Time & planning
    - [Time tracking](/user-guide/planning/time-tracking): Track effort with the stopwatch or the Time Calendar, gather it into timesheets, and subscribe to it from an external calendar.
    - [Milestones and alerts](/user-guide/planning/planning-and-alerts): Group tickets into milestones and set up alert rules that warn you automatically when work drifts.
    - [Capacity planning](/user-guide/planning/capacity): Compare planned and logged work against what your team can actually deliver, person by person.
    - [Critical path](/user-guide/planning/critical-path): See which tickets actually control your delivery date and how much slack every other ticket has, computed from ticket dependencies.
    - [Absences](/user-guide/planning/absences): Request vacation and sick leave, approve your team's requests, and see who's out on the shared calendar.
  - [Analytics](/user-guide/analytics): The per-project dashboard that turns your tickets and history into charts, so you can answer 'are we on track?' at a glance.
  - [Flow, cycle time and forecasting](/user-guide/analytics-flow): How long tickets take, where they get stuck, and when the remaining work is likely to finish.
  - [Estimation, collaboration and activity](/user-guide/analytics-team): How accurate your estimates run, how humans and agents split the work, and recent git activity.
  - [Budget and cost tracking](/user-guide/analytics-budget): Track spend against a configured budget, per-person cost, and the fully loaded cost of a project including AI usage.
  - [Earned Value Management](/user-guide/analytics-earned-value): Whether the progress you've made matches what your spend and schedule should have bought - explained from first principles, with a worked example.
  - Docs & knowledge
    - [Docs and wiki](/user-guide/knowledge/docs-and-wiki): How to create, organise, link, comment on, and share pages in orboto's documentation area.
    - [Doc spaces](/user-guide/knowledge/doc-spaces): How to create, organise, and manage the spaces that hold orboto's documentation pages - settings, visibility, moving pages, and duplicating a whole space.
    - [The LLM-Wiki](/user-guide/knowledge/wiki-quality): How orboto's self-maintaining wiki records knowledge automatically, answers questions with citations, and flags its own pages when they go stale or inconsistent.
    - [Requirements documents](/user-guide/knowledge/requirements-documents): orboto can turn a project into two polished, customer-facing documents:
    - [Search](/user-guide/knowledge/search): How to use global search, its query language, AI search, and saved searches to find anything you're allowed to see.
  - Daily use
    - [Your dashboard](/user-guide/everyday/dashboard): How to customise your dashboard's widgets and what each one shows.
    - [Notifications](/user-guide/everyday/notifications): How to manage the notification inbox, per-event preferences, and chat channels like Discord, Slack, and Teams.
    - [Account and security](/user-guide/everyday/account-and-security): How to manage your profile, password, two-factor authentication, passkeys, sessions, calendar sync, and personal API keys.
  - [Customers and guests](/user-guide/customers-and-guests): How to organise external customer relationships and control exactly what guest users can see.
  - [AI assistant](/user-guide/ai-assistant): How to use orboto's built-in AI chat assistant - context, approvals, temporary chats, and the AI features across the product.
  - [AI features](/user-guide/ai-features): Every AI capability outside the chat assistant - ticket summaries, duplicate detection, related tickets, effort estimates, natural-language search, retrospectives, the daily digest, and translation.
- Admin
  - [Admin guide](/admin): Admin-area setup guides: identity, security, AI providers, email.
  - Identity & access
    - [Users, roles and permissions](/admin/identity/users-and-roles): The permission model, creating and editing accounts, roles, sessions, and data-protection actions.
    - [Bulk user management](/admin/identity/bulk-user-management): Export and import your user roster, and bulk-map GitHub usernames by email.
    - [API keys](/admin/identity/api-keys): Minting keys, agent profiles, expiry, and monitoring key usage.
    - [Single sign-on (OIDC and SAML)](/admin/identity/sso): Connect an OIDC or SAML 2.0 identity provider, enforce it per domain, and recover when it breaks.
    - [Two-factor authentication](/admin/identity/two-factor): Native TOTP 2FA, workspace enforcement policy, and admin recovery for locked-out users.
  - Security policies
    - [Session, password and network policies](/admin/security/security-policies): Session lifetimes, password rules, and an IP allowlist for admin routes and writes - all under Admin -> Security.
    - [Data retention and legal holds](/admin/security/data-retention): Concepts and the operator workflow for automatic data cleanup and litigation holds - full field reference lives on the Compliance page.
    - [Bring your own key (BYOK)](/admin/security/byok): Wrap every at-rest secret with a customer-controlled encryption key, from what envelope encryption is to setup, rotation and recovery caveats.
  - Email
    - [Inbound email](/admin/email/inbound-email): Four ways to land email in orboto as tickets - pick the one that matches your deployment.
    - [Email templates](/admin/email/email-templates): Customize the subject, body, and branding of every transactional email orboto sends.
  - Integrations & data
    - [Git integration](/admin/data/git-integration): Connect GitHub, GitLab, Azure DevOps, Bitbucket, Gitea, Forgejo or plain SSH - commits and pull requests link themselves to tickets, step by step.
    - [Importing from other tools](/admin/data/import): Move existing work into orboto from Jira, Linear, GitHub, GitLab, Asana, Trello, Notion, ClickUp, Monday.com, Redmine, Azure DevOps or CSV - the full wizard, step by step.
    - [Webhooks](/admin/data/webhooks): Push orboto events to your own systems, Slack, Teams or Discord - setup, signature verification, and delivery debugging.
  - Operations
    - [Backups](/admin/operations/backup): Scheduled backup jobs, external S3 destinations, content scopes, and exactly how full and project restores work.
    - [Audit log and tamper evidence](/admin/operations/audit-and-compliance): Every sensitive action, filterable and append-only, sealed into a verifiable hash chain.
    - [Compliance exports and SIEM forwarding](/admin/operations/compliance-exports): Hand an auditor a signed, verifiable evidence bundle, or stream every audit event to your SIEM in real time.
    - [Data protection (GDPR)](/admin/operations/data-protection): Track data-subject requests end to end, place legal holds, and set automatic retention - all under Admin -> Compliance.
    - [Alerts and SLA](/admin/operations/alerts-and-sla): Build alert rules step by step, then set response-time policies, escalation ladders and on-call rotations.
    - [Translations](/admin/operations/translations): Auto-translation of mismatched-language content, the review workflow, and language-enforcement guardrails.
    - [Federation](/admin/operations/federation): Sync projects across separate orboto instances, or share a single project with a partner org - concepts, security model, and a full setup walkthrough.
    - [Federation conflicts and user mapping](/admin/operations/federation-conflicts): Merge ghost users created by federated events, and resolve edits that raced across two synced instances.
    - [System settings](/admin/operations/system-settings): Every workspace-wide switch, grouped and explained: access, locale, outbound email, project defaults, workforce cost, and kill switches.
    - [Licensing](/admin/operations/licensing): Editions, where to enter a subscription key, grace period, and air-gapped activation.
  - Platform
    - [OAuth clients](/admin/platform/oauth-clients): What OAuth clients are, how AI apps register against your workspace, the authorize flow a user sees, and admin housekeeping.
    - [MCP setup and usage](/admin/platform/mcp-usage): The admin side of the Model Context Protocol server: onboarding, the usage dashboard, per-call logging, and the workspace kill switch.
    - [Background jobs](/admin/platform/background-jobs): What runs in the background, how to read the jobs admin panel, and how to trigger a run without waiting for its schedule.
    - [Error log](/admin/platform/error-log): Triage frontend and backend errors as grouped issues: resolve, ignore, reopen, look up a specific event, and watch a live feed.
    - [Attachments and storage](/admin/platform/attachments-storage): See every uploaded file across the workspace, find orphaned storage, and reclaim space - from Admin -> Attachments.
    - [Primer facts](/admin/platform/primer-facts): Structured facts about your projects that power the AI agent primer and requirements reports - categories, review workflow, and where they surface.
  - Governance
    - [Governance overview](/admin/governance): What the Enterprise Governance toolset is for, who it's aimed at, and how its pieces fit together.
    - [Decision records](/admin/governance/decision-records): Record significant decisions ADR-style - the context, the options, the choice, the rationale, and a sign-off trail - so the reasoning survives.
    - [Risk register](/admin/governance/risk-register): Track risks as first-class records with a likelihood x impact matrix, a mitigation owner and plan, and a review cadence that won't let one go stale.
    - [On-call and escalations](/admin/governance/on-call-and-escalations): Who's on duty, and how an automated (agent or system) alert reliably reaches a human - the governance/accountability view of incident response.
  - AI & agents
    - [AI providers and models](/admin/ai/ai): Provider setup, embeddings, per-feature model overrides, spend controls, and reindexing.
    - [AI Chat assistant](/admin/ai/chat-assistant): Let users run orboto operations by talking to an in-app assistant - enabling it, per-user controls, cost caps, and auditing.
    - [Agents administration](/admin/ai/agents): Onboard a service account for coding agents, watch who's active, steer work with routing labels, pause runaway automation, and manage workspace rules.
- Cloud
  - [orboto cloud](/cloud): The fully managed way to run orboto - what the platform handles for you, and what stays identical to self-hosting.
- orboto AI
  - [orboto AI](/orboto-ai): The managed AI provider built into orboto - working AI features from day one, with no account or key from another company required.
  - [Usage and limits](/orboto-ai/usage-and-limits): How orboto AI's included allowance, overage and wallet work, where to watch consumption, and what happens when it runs out.
  - [Bring your own provider](/orboto-ai/byo-keys): Connect your own OpenAI, Anthropic, Gemini, Copilot, Ollama or OpenAI-compatible account instead of orboto AI, and switch back at any time.
- orboto Mail
  - [orboto Mail](/mail): EU-hosted transactional email for your applications - one API, DKIM-verified sending domains, and one-click integration into an orboto workspace.
  - [Sending email](/mail/sending): Authenticate, send a single email or a batch, and read the response - with a working curl example against the real API.
  - [Templates](/mail/templates): Store subject + body server-side and send by referencing a template id, with variable validation and version history.
  - [Sending domains and DNS](/mail/domains): Verify your own domain for sending - the DKIM, SPF, and DMARC records to publish, and how to check verification status.
  - [Suppression and delivery events](/mail/suppression-and-events): How bounces and complaints are handled automatically, and how to subscribe your own webhook to delivery, bounce, and quota events.
  - [Using orboto Mail from an orboto workspace](/mail/orboto-integration): Connect an orboto workspace's outbound email - invites, notifications, password resets - to orboto Mail in one click.
- Self hosting
  - [Self-hosting](/self-hosting): Run orboto yourself with Docker, or use orboto cloud - plus domains, TLS and backups.
  - [Self-hosting with Docker](/self-hosting/docker): Run orboto on any host with Docker Compose - fully standalone, no platform required.
  - [Deploying with Coolify](/self-hosting/coolify): The easy way to self-host orboto - Coolify wires domains, TLS and secrets for you.
  - [First-run setup](/self-hosting/first-run): The setup wizard: create a fresh workspace, restore a backup, or import from another orboto instance.
  - [Upgrades](/self-hosting/upgrades): Moving a self-hosted instance to a new version safely - the exact commands, and how to roll back.
  - [Multiple domains](/self-hosting/multi-domain): Run one workspace under a second brand domain for customer-facing invitations, while the internal address stays as-is.
  - [Backups and destinations](/self-hosting/backups): Scheduled backup jobs, what they can contain, and shipping their output to your own S3-compatible bucket.
  - [Monitoring and health checks](/self-hosting/monitoring): Health endpoints to probe, metrics to scrape, and what your logs look like.
- Api cli
  - [API & CLI](/api-cli): The REST API behind every surface, the orboto CLI, and the OQL query language.
  - [Install the CLI](/api-cli/cli): Install, configure, and update the orboto CLI - a single static binary over the REST API.
  - [CLI daily workflow](/api-cli/cli-usage): Every orboto CLI command, grouped by task, with realistic examples - the ticket loop, sessions, bulk ops, and generic API access.
  - [OQL query language](/api-cli/oql): A typed, ACL-aware query language for tickets - filters, sorting, functions, and a JQL compatibility mode.
  - [API cookbook](/api-cli/cookbook): Common API flows end to end - create, query, comment, attach, bulk.
- Agents ai
  - [Agents & AI](/agents-ai): orboto as a workbench for AI agents - MCP server, agent workflows, autonomous fleets.
  - [MCP server setup](/agents-ai/mcp): Connect Claude Desktop, Cursor, Copilot Chat, Codex, or any MCP client to orboto as a structured tool/resource/prompt server.
  - [Work routing and fleets](/agents-ai/work-routing): Let agents pull work autonomously - routed by labels, guarded by locks and pauses.
  - [Run an agent fleet](/agents-ai/run-a-fleet): Deploy orboto's pi-runner supervisor on your own server to run a population of autonomous coding agents against your workspace.
  - [The agent skill](/agents-ai/agent-skill): The packaged REST workflow for autonomous coding agents.
  - [External agent tokens](/agents-ai/external-agents): Issue scoped, read-only credentials for third-party AI agents that aren't full workspace members.
- Integrations
  - [Integrations](/integrations): orboto connects to the tools around it - AI clients, code repositories, chat tools, and email. Some connections you set up yourself; the workspace-wide ones are
  - [n8n](/integrations/n8n): The official n8n community node - automate orboto from your workflows.
  - [n8n operation reference](/integrations/n8n-reference): Every resource, operation, and field the orboto n8n node and trigger support.
  - [Symphony](/integrations/symphony): Connect a Symphony coding-agent orchestrator to orboto so a fleet of AI agents can pick up and work your tickets.
  - [Chat and webhook notifications](/integrations/chat-notifications): Deliver your orboto notifications to Discord, Slack, Microsoft Teams, Telegram, or any HTTPS endpoint.
  - [Calendar sync](/integrations/calendar-sync): See orboto schedules in your calendar - the personal feed, and two-way sync with Google, Microsoft 365, or any CalDAV server.
  - [SCIM provisioning](/integrations/scim): Automatic user lifecycle from your identity provider - joiners get accounts, leavers lose access, automatically.