User manual
How to use NaatOps
Step-by-step guides for every screen, and a guide for each role on the team.
New here? Start with Get started with NaatOps.
Get started
Set up a workspace, learn the screens and invite your team.
Guides by role
What a developer, analyst, tester, lead, manager or admin does each day.
- Guide for developersPick up work, move it across the board, link your code and fix bugs from test runs.
- Guide for business analystsWrite epics and stories with acceptance criteria, keep requirements in docs and check coverage.
- Guide for QA and testersWrite and import test cases, run them each sprint, file bugs and prove coverage.
- Guide for tech leadsPlan sprints with the team, watch the board, connect repositories and track delivery health.
- Guide for managers and Scrum MastersRun sprints, track releases, plan capacity and report progress to clients.
- Guide for workspace adminsSet up the workspace, invite people, shape workflows, connect tools and manage the plan.
Plan and build
Issues, templates, the board and backlog, sprints, docs, timesheets, budgets and reports.
- IssuesCreate, edit, link, comment on and organise epics, stories, tasks, bugs and requests.
- Issue templates and recurring issuesStart common issues with the fields and sub-tasks filled in, and have NaatOps file regular ones on a schedule.
- Board and backlogSee the sprint as columns, drag work forward, rank the backlog.
- Sprints and retrospectivesCreate, plan, start and close sprints, estimate with planning poker, follow the burndown and run the retro.
- DocsWrite requirements, specs and runbooks inside the project, review and publish them.
- Roadmaps and PI planningShow what each project delivers and when, and plan a quarter across teams.
- People and capacitySee who is working on what each week, spot overload and plan allocations and teams.
- Time tracking and timesheetsLog time on issues, compare it with the estimate and export weekly timesheets for billing.
- Project budgets and ratesSet a fixed fee or a time-and-materials cap per project, watch it burn from timesheets and get alerts.
- Reports and insightsProject reports, the workspace overview, the portfolio of epics and delivery metrics.
- Inbox and notificationsYour inbox, email settings, phone and desktop alerts, and Slack, Teams and Google Chat.
- Briefings, Ask AI and smart importGet a one-page briefing for leaders, ask questions about your projects, and let AI read spreadsheets and documents.
Test and ship
Test cases, the API workspace, releases, the client portal and pipelines.
- Test cases and test runsWrite and import test cases, group them in suites, run them and file bugs from failures.
- API workspaceSend API requests, keep them in collections with environments and checks, monitor them, run them from CI and link them to stories.
- Releases and client reportsGroup work into versions, track readiness, write release notes and share proof with clients.
- Client access and the client portalInvite clients for free to follow their projects, report bugs and ask for changes, while team notes stay private.
- Pipelines and codeLink pull requests to issues, follow builds and see what's live in each environment.
Admin and billing
Settings, the audit log, import, automation, plans, invoices and the phone app.
- Workspace settingsTime zone, teams, workflows, issue types, custom fields, labels, members, bots and chat alerts.
- Import from Jira or CSVBring a Jira Cloud project straight over, or import issues from a CSV export, with a check before anything is created.
- Automation rulesLet NaatOps move, assign, label or comment on issues when something happens.
- Plans, billing and invoicesPlans and limits, the free trial, paying by card, UPI or bank transfer, and GST invoices.
- Use NaatOps on your phoneInstall NaatOps on your home screen, turn on alerts and work on the go.
- Questions and answersData, security, Jira, pricing, clients and support.
- AI creditsHow AI use is counted, what each plan includes, and how to top up.