Learn the navigation
The sidebar contains New Task, Tasks, Files, Integrations, and Scheduled. It also shows recent tasks. Use the team switcher near the bottom of the sidebar when your account belongs to more than one team. Open the account menu at the bottom of the sidebar and select Settings. Settings opens as a modal over the current page.Configure settings
Connect your tools
Open Integrations and connect only the systems required for your work. The setup depends on where the application runs:- Onshape uses an account authorization flow in the browser.
- Fusion uses the Adam add-in installed inside Fusion.
- SolidWorks and other supported local applications use the desktop connector.
- Arena uses an authenticated server-side connection.
- Other cloud applications use the connection flow shown on their integration card.
Check your team and usage
If you are joining a shared team, confirm the selected team in the switcher before starting work. Tasks, files, integrations, usage, and billing are resolved in the active team context. Open Settings → Billing to see the current plan and usage window. Do not rely on a saved screenshot or a plan amount quoted elsewhere; prices, included usage, and model access are runtime-configured.Setup is complete when the correct team is active, the required integration reports connected, and you can start a task with the necessary files or live application context.