Veqsio guide
Documentation
Everything you need to work in Veqsio — from your first login to service desk queues, workflows and the REST API. Written for the current release; every page tells you where to try things in the live demo.
Start here
Veqsio is a work management platform: projects, issues, Scrum and Kanban boards, a service desk with a customer portal, and a Jira-compatible REST API. This guide walks you through using it day to day — in detail.
Getting started
Projects
Projects & templates →
Creating projects from templates, project settings, components, versions and permissions.
Pages & knowledge base →
Project pages, the tree, the rich editor, page templates and public knowledge-base articles.
Issues
The issue view →
Creating issues, every field, attachments, history, inline edits and bulk operations.
Comments & notifications →
Commenting, @mentions, notification rules, watching issues and email delivery.
Links & subtasks →
Issue link types, creating and resolving linked work, subtasks, parents and blocked states.
Worklogs & time →
Logging work, remaining estimates, timesheets, time reports and worklog permissions.
Boards & planning
Boards →
Kanban and Scrum boards, WIP limits, swimlanes, card layout and drag-and-drop.
Backlog & sprints →
The backlog, sprint planning, starting and closing sprints, capacity and sprint reports.
Reports & dashboards →
Burndown, velocity, control charts, built-in project reports and personal dashboards.
Roadmap & calendar →
Initiatives, milestones, the roadmap timeline, the calendar view and plans.
Views →
Building reusable cross-project views, layouts, grouping and sharing them with the team.
Approvals & intake →
The approval workflow, your approvals inbox, intake forms and triage.
Automation →
When-then rules, triggers, actions, scheduled jobs and automation examples.
Search
Search screen →
Quick search, the full search screen, result columns and export.
JQL reference →
Every field, operator and function, with copy-ready examples for each.
Saved filters & digests →
Saving and sharing filters, subscription digests and using filters everywhere.
Service desk
Overview & setup →
Turning a project into a service desk, request types, agents and customers.
Customer portal →
What customers see: raising requests, following progress, portal branding and the KB.
Queues, SLA & email →
Agent queues, SLA timers and policies, email channel and automation on requests.
Administration
Users & groups →
Inviting users, groups, global and project permissions, admins and profile settings.
SSO & SCIM →
SAML/OIDC single sign-on, SCIM user provisioning and domain claims.
Workflows →
The visual designer, statuses, transitions, conditions and applying workflows to projects.
Fields & screens →
Custom fields, issue types, screens, contexts and issue templates.
API & integrations →
The Jira-compatible REST API, tokens, webhooks, incoming integrations and MCP.
Migration from Jira →
The importer, what maps to what, running a trial import and finishing the switch.
Instance & operations →
Instance settings, audit log, health checks, backups, modules and appearance.
Prefer to just click around?
The demo is open to everyone — no signup, no setup.