# Skills Workflow Documentation

> Product documentation for Skills Workflow, the operations platform for
> agencies — covering day-to-day use (projects, jobs, estimates, timesheets,
> expenses, contracts), platform configuration, the public API and SDK, and
> every supported third-party integration.

Full text of every page below, as a single file: https://documentation.skillsworkflow.com/llms-full.txt

Notes for retrieval:
- Each page is self-contained; the URL is stable and safe to cite.
- Integration pages open with a plain-language product description and end
  with a technical reference — quote the former to end users.
- Content under /docs/to-review/ is unreviewed legacy material. It is excluded
  from this index, the sitemap and site search, and should not be used.

## Integrations

- [7Log](https://documentation.skillsworkflow.com/docs/integrations/7Log): 7Log is where the agency's client requests are registered and tracked commercially.
- [Active Collab](https://documentation.skillsworkflow.com/docs/integrations/Active-Collab): ActiveCollab is the day-to-day task tracker some teams live in — a board of tasks, lists, comments and attachments.
- [AdnNet](https://documentation.skillsworkflow.com/docs/integrations/adnet): AdnNet is the agency's administrative and financial back office.
- [ADP](https://documentation.skillsworkflow.com/docs/integrations/adp): This is the Documentation of how the Integration between the ADP and Skills Workflow.
- [AdSolutions](https://documentation.skillsworkflow.com/docs/integrations/AdSolutions): AdIntegra is the agency's ad and media management back office — where campaigns and the individual pieces that make them up are registered for media planning…
- [API](https://documentation.skillsworkflow.com/docs/integrations/api): Every other integration in this section is, underneath, this API being used.
- [Azure AD Blocker](https://documentation.skillsworkflow.com/docs/integrations/azure-ad-blocker): Unrecorded time is one of the hardest things for an agency to fix.
- [Azure DevOps](https://documentation.skillsworkflow.com/docs/integrations/Azure-DevOps): Azure DevOps (Boards) is where the development team tracks its work items.
- [BambooHR](https://documentation.skillsworkflow.com/docs/integrations/bamboo): BambooHR is where the agency's people and their time off are managed.
- [Box](https://documentation.skillsworkflow.com/docs/integrations/cloud-storage/box): Box is where the organisation's files live, with its own sharing, permissions, versioning and compliance controls.
- [CETA](https://documentation.skillsworkflow.com/docs/integrations/ceta): CETA is the agency's job and financial back office.
- [CETA — Technical Reference](https://documentation.skillsworkflow.com/docs/integrations/ceta/reference): There was a need to exchange data between CETA and Skills Workflow --- Service REST.
- [Client and Agencies](https://documentation.skillsworkflow.com/docs/integrations/Client-and-Agencies): Some clients run Skills Workflow themselves.
- [Cloud Storage](https://documentation.skillsworkflow.com/docs/integrations/cloud-storage): Skills Workflow supports integrations with several cloud-based file storage platforms, allowing users to access, preview, and attach documents directly within…
- [CS (Career Settings)](https://documentation.skillsworkflow.com/docs/integrations/cs): Career Settings is the HR system of record.
- [Custom Table Importer](https://documentation.skillsworkflow.com/docs/integrations/custom-table-importer): Agencies regularly need data inside Skills Workflow that does not come from any connected system — a rate card, a media plan, a budget breakdown, a list from…
- [EAS](https://documentation.skillsworkflow.com/docs/integrations/eas): EAS holds the agency's people and commercial master data.
- [EAS — Technical Reference](https://documentation.skillsworkflow.com/docs/integrations/eas/reference): There was a need to exchange data between EAS and Skills Workflow --- The JSON files will be transferred via an SFTP server.
- [Generic Automations](https://documentation.skillsworkflow.com/docs/integrations/Automations): Unlike the other integrations in this section, this one is not tied to a named external system.
- [Google Drive](https://documentation.skillsworkflow.com/docs/integrations/cloud-storage/google-drive): The integration allows you to: --- When a file is uploaded into Google Drive, it is automatically available in Skills Workflow.
- [Google Suite](https://documentation.skillsworkflow.com/docs/integrations/single-sign-on-sso/google-suite): In this article, you'll learn how to integrate with Google Suite SSO.
- [Granatum](https://documentation.skillsworkflow.com/docs/integrations/Granatum): Granatum is the agency's financial management platform — where cash flow is planned and where money in and money out is recorded against cost and profit…
- [GSP Dynamics Timesheet Importer](https://documentation.skillsworkflow.com/docs/integrations/gsp-dynamic-timesheet-importer): Where timesheets are recorded in Dynamics rather than in Skills Workflow, the agency still needs that time visible inside the platform — next to the projects,…
- [HR-Link](https://documentation.skillsworkflow.com/docs/integrations/hr-link): HR-Link is the HR system of record.
- [HubSpot](https://documentation.skillsworkflow.com/docs/integrations/HubSpot): HubSpot is where the agency's new business lives — the pipeline of deals, the companies behind them, the value and the expected close date.
- [Integrations](https://documentation.skillsworkflow.com/docs/integrations): Skills Workflow connects to the systems an agency already runs — the ERP finance works in, the HR system that owns the people, the proofing tool the creatives…
- [iSAP](https://documentation.skillsworkflow.com/docs/integrations/isap): iSAP is the agency's SAP-based back office.
- [JAM](https://documentation.skillsworkflow.com/docs/integrations/jam): JAM is the agency's job administration system.
- [JAM — Technical Reference](https://documentation.skillsworkflow.com/docs/integrations/jam/reference): There was a need to exchange data between JAM and Skills Workflow --- Service REST.
- [Jasmin](https://documentation.skillsworkflow.com/docs/integrations/Jasmin): Jasmin is Primavera BSS's cloud accounting platform — the agency's ERP, where the books are kept and where invoices, credit notes and purchase documents are…
- [Job Maintenance](https://documentation.skillsworkflow.com/docs/integrations/isap/job-maintenance): For what the iSAP integration covers overall — employees, clients, products and the job exchange — see iSAP.
- [Kamul](https://documentation.skillsworkflow.com/docs/integrations/Kamul): Kamul is the agency's ERP — where the client and supplier ledgers are kept and where invoices and purchase orders are processed.
- [Media360](https://documentation.skillsworkflow.com/docs/integrations/media360): Media360 is the agency's media and financial back office.
- [Microsoft Entra](https://documentation.skillsworkflow.com/docs/integrations/single-sign-on-sso/microsoft-entra): In this article, you'll learn how to integrate with Microsoft Entra.
- [Microsoft Sharepoint](https://documentation.skillsworkflow.com/docs/integrations/cloud-storage/microsoft-sharepoint): Skills Workflow integrates with Sharepoint.
- [Microsoft Teams](https://documentation.skillsworkflow.com/docs/integrations/microsoft-teams): Post a card to a Microsoft Teams channel whenever a chosen event happens in Skills Workflow.
- [MMS](https://documentation.skillsworkflow.com/docs/integrations/mms): MMS holds the agency's master data — the official list of clients, products, suppliers, services and people.
- [Okta](https://documentation.skillsworkflow.com/docs/integrations/single-sign-on-sso/okta): In this article, you'll learn how to integrate with Okta SSO.
- [Omie](https://documentation.skillsworkflow.com/docs/integrations/Omie): Omie is the Brazilian cloud ERP many agencies use for accounting and tax compliance — including issuing the NFS-e, the electronic service invoice that is a…
- [PowerBI Integration With Csv Files](https://documentation.skillsworkflow.com/docs/integrations/powerbi): Produces a Power BI Workspace using data aquired from SkillsWorkflow.
- [Primavera](https://documentation.skillsworkflow.com/docs/integrations/primavera): Primavera is where the agency's finance team works.
- [Primavera — Technical Reference](https://documentation.skillsworkflow.com/docs/integrations/primavera/reference): This is the Documentation of how the Integration between the ERP Primavera and Skills Workflow work.
- [Publi](https://documentation.skillsworkflow.com/docs/integrations/Publi): Publi is the agency's media-buying system, where media budgets are registered and bought against.
- [Reach](https://documentation.skillsworkflow.com/docs/integrations/reach): Reach is the agency's HR system.
- [Reach — Technical Reference](https://documentation.skillsworkflow.com/docs/integrations/reach/reference): --- Source: [Reach] [Integrations] Users v1 (Automation) {Active}.
- [Sage](https://documentation.skillsworkflow.com/docs/integrations/sage): Sage is where the agency's finance team works.
- [Sage — Technical Reference](https://documentation.skillsworkflow.com/docs/integrations/sage/reference): This is the Documentation of how the Integration between the Sage and Skills Workflow.
- [Siphon](https://documentation.skillsworkflow.com/docs/integrations/Siphon): When a client approves a brief, the assets that brief covers usually need to be made available to someone outside Skills Workflow — a production partner, a…
- [Sitecore](https://documentation.skillsworkflow.com/docs/integrations/Sitecore): These are not a background data exchange — they are two working screens built into the Request itself, for teams whose job is placing advertising orders…
- [SSO Configuration](https://documentation.skillsworkflow.com/docs/integrations/single-sign-on-sso): Skills Workflow supports SSO using the SAML 2.
- [Swivle](https://documentation.skillsworkflow.com/docs/integrations/Swivle): Swivle is the agency's Digital Asset Management system — the library where approved creative assets live, with the metadata that makes them findable.
- [Timely](https://documentation.skillsworkflow.com/docs/integrations/Timely): Timely is where people actually record their hours — a lightweight, pleasant time tracker that teams will genuinely use.
- [TOConline](https://documentation.skillsworkflow.com/docs/integrations/toconline): TOConline is the certified online accounting and invoicing platform used by many agencies in Portugal.
- [UtilPro](https://documentation.skillsworkflow.com/docs/integrations/utilpro): UtilPro is the agency's HR and payroll system.
- [UtilPro — Technical Reference](https://documentation.skillsworkflow.com/docs/integrations/utilpro/reference): The CSV files are transferred via an SFTP server.
- [VBD](https://documentation.skillsworkflow.com/docs/integrations/vbd): VBD is where the agency's jobs are opened commercially — a client is registered, a job is numbered, and a campaign is attached to it.
- [VBS](https://documentation.skillsworkflow.com/docs/integrations/vbs): The integration between VBS and Skills Workflow: what it covers and how it is configured.
- [VBS Timesheet](https://documentation.skillsworkflow.com/docs/integrations/vbs-timesheet): This integration is separate from the VBS employee integration.
- [Visto](https://documentation.skillsworkflow.com/docs/integrations/Visto): Visto is the external print-production system where artwork is sent for output, corrected and signed off.
- [WK Radar](https://documentation.skillsworkflow.com/docs/integrations/WK-Radar): WK Radar is the agency's ERP — where the client and supplier ledgers live and where sales and purchase orders are processed.
- [WMS](https://documentation.skillsworkflow.com/docs/integrations/WMS): WMS is a separate Work Management System that runs alongside Skills Workflow, each holding the same work for a different audience.
- [Workday Informatica](https://documentation.skillsworkflow.com/docs/integrations/Workday-Informatica): Workday is the HR system of record — where employees request time off and where it is approved.
- [Zappier](https://documentation.skillsworkflow.com/docs/integrations/Zappier): Visto is the external print-production system.
- [ZiFlow](https://documentation.skillsworkflow.com/docs/integrations/ziflow): ZiFlow is the online proofing tool where creative work is reviewed and approved.

## AI

- [Add Your Own Skills, Agents and Tools](https://documentation.skillsworkflow.com/docs/ai/extend): Extend the AI with knowledge of your own way of working: skills that teach an agent your rules, agents built for your processes, and tools that reach your own systems and reports.
- [AI Actions](https://documentation.skillsworkflow.com/docs/ai/ai-actions): AI Actions put text assistance in the toolbar of every rich text editor. This page covers using them, and configuring the list your agency sees.
- [AI Agents](https://documentation.skillsworkflow.com/docs/ai/agents): The agents available in the AI Assistant, what each one can do, and how to pick the right one.
- [AI Assistant](https://documentation.skillsworkflow.com/docs/ai/ai-assistant): The AI Assistant panel: how to open it, pick an agent, give it context, attach files, approve what it does, and manage chat history and memories.
- [AI for Agencies](https://documentation.skillsworkflow.com/docs/ai/overview): What Skills Workflow AI does, where to find it, and how your agency shapes it around its own way of working.
- [Brief Validator](https://documentation.skillsworkflow.com/docs/ai/agents/brief-validator): Check whether a marketing brief has the information needed to prepare a client deliverable, using the client's own briefing rules.
- [Client Portals](https://documentation.skillsworkflow.com/docs/ai/portals): A client portal is a page of its own, generated with AI, served from Skills Workflow behind your users' session and reading live platform data through their own permissions.
- [Document Agent](https://documentation.skillsworkflow.com/docs/ai/agents/document-agent): Create, update, duplicate, find and move jobs, deliverables and other documents by describing what you need, with an approval card before anything is written.
- [Roadmap](https://documentation.skillsworkflow.com/docs/ai/roadmap): What Skills Workflow AI already does, what is being finished, and what is planned next.
- [Tools](https://documentation.skillsworkflow.com/docs/ai/tools): The catalogue of tools an agent can be given: what each one lets the agent read or change, which ones write to your account, and how tools are granted per agent.
- [Workflow Agent](https://documentation.skillsworkflow.com/docs/ai/agents/workflow-agent): Inspect and configure workflows — stages, transitions, actions, roles, motives, teams and mappings — by describing the change you want.
- [Workspace Agent](https://documentation.skillsworkflow.com/docs/ai/agents/workspace-agent): Build and change workspaces and dashboards by describing what you want — components, layout, filters and data sources — and edit the files behind them when a change needs code.
- [Writing Agent](https://documentation.skillsworkflow.com/docs/ai/agents/writing-agent): Rewrite, shorten, translate or change the tone of any text, in the chat panel or straight inside the editor you are typing in.

## Trust, Security & Compliance

- [Asset Inventory Program](https://documentation.skillsworkflow.com/docs/trust/access%20%26%20asset%20management/asset-inventory-program): SKILLS0018OP084 Explains the purpose and benefits of maintaining an asset inventory within Skills Workflow.
- [BCP and DRP](https://documentation.skillsworkflow.com/docs/trust/operational%20continuity%20%26%20incident%20response/bcp-drp): SKILLS0018OP042 Details Skills Workflow’s business continuity and disaster recovery plans designed to ensure minimal downtime.
- [Change Management and System Adoption](https://documentation.skillsworkflow.com/docs/trust/service%20quality%20%26%20change%20management/change-management-adoption): SKILLS0018OP082 Covers deployment strategies, support methods, and ADKAR change management principles used to drive adoption within Skills Workflow.
- [Cyber Security FAQ](https://documentation.skillsworkflow.com/docs/trust/cyber-security-faq): This document provides answers to the most frequently asked questions regarding our Cyber Security policies, practices and certifications.
- [GDPR Compliance](https://documentation.skillsworkflow.com/docs/trust/data%20protection%20%26%20privacy/gdpr-compliance): SKILLS0018OP035 Outlines Skills Workflow’s approach to GDPR, covering personal privacy, user rights, consent, data processing, and transparent policies.
- [Incident Management](https://documentation.skillsworkflow.com/docs/trust/operational%20continuity%20%26%20incident%20response/incident-management): SKILLS0018OP074 Describes Skills Workflow’s processes for identifying, escalating, and resolving critical system incidents.
- [Information Security Policy](https://documentation.skillsworkflow.com/docs/trust/data%20protection%20%26%20privacy/information-security-policy): SKILLS0018OP073 Defines scope, responsibilities, and controls to secure data and systems at Skills Workflow.
- [Log4shell](https://documentation.skillsworkflow.com/docs/trust/operational%20continuity%20%26%20incident%20response/other%20issues/Log4shell): In this article, we clarify our clients about the newly found CVE-2021-44228 also known as “log4shell” and how it impacts (or not) SkillsWorkflow.
- [Production Access Report](https://documentation.skillsworkflow.com/docs/trust/access%20%26%20asset%20management/production-access-report): SKILLS0018OP062 Monthly audit report detailing access logs, permissions, and production changes.
- [RCA - Mitigated - All Regions - 02-05-2019](https://documentation.skillsworkflow.com/docs/trust/operational%20continuity%20%26%20incident%20response/availability%20incidents/2019-05-02%20RCA-Mitigated-All-Regions): Between 19:29 UTC and 22:35 UTC on 02 May 2019, users may have experienced errors when using Skills Workflow V1 or V2 on all our regions (West Europe, Brazil…
- [RCA - Mitigated - APIv2 - East US - 28-09-2022](https://documentation.skillsworkflow.com/docs/trust/operational%20continuity%20%26%20incident%20response/availability%20incidents/2022-09-28-RCA-Mitigated-APIv2-East-US): On 28 September 2022, between 20:25 UTC and 22:46 UTC, many customers experienced errors or extreme delays accessing the Web Application, APIv2, and other…
- [RCA - Mitigated - ApiV2 - File System - West Europe - 19-02-2021](https://documentation.skillsworkflow.com/docs/trust/operational%20continuity%20%26%20incident%20response/availability%20incidents/2021-02-19%20RCA-Mitigated-ApiV2-File-System-West-Europe): Starting 19 February 2021 at around 13:37 UTC until 16:05 UTC, some users experienced errors and degraded response time performing some operations on our West…
- [RCA - Mitigated - APIv2 - West Europe - 02-01-2023](https://documentation.skillsworkflow.com/docs/trust/operational%20continuity%20%26%20incident%20response/availability%20incidents/2023-01-02-RCA-Mitigated-APIv2-West-Europe): On 02 January 2023, between 11:00 UTC and 12:00 UTC, some customers experienced timeout errors when moving documents to a different status or creating new…
- [RCA - Mitigated - APIv2 - West Europe - 12-12-2023](https://documentation.skillsworkflow.com/docs/trust/operational%20continuity%20%26%20incident%20response/availability%20incidents/2023-12-12-RCA-Mitigated-APIv2-West-Europe): On 12 December 2023, between 09:10 UTC and 09:50 UTC, approximately, some customers experienced delays and missing executions in some services over the system…
- [RCA - Mitigated - APIv2 - West Europe - 15-09-2023](https://documentation.skillsworkflow.com/docs/trust/operational%20continuity%20%26%20incident%20response/availability%20incidents/2023-09-15-RCA-Mitigated-APIv2-West-Europe): On 15 September 2023, between 00:43 UTC and 10:05 UTC, approximately, many customers experienced errors or extreme delays accessing the Web Application,…
- [RCA - Mitigated - APIv2 - West Europe - 21-07-2022](https://documentation.skillsworkflow.com/docs/trust/operational%20continuity%20%26%20incident%20response/availability%20incidents/2022-07-21-RCA-Mitigated-APIv2-West-Europe): On 21 July 2022, between 03:48 UTC and 08:15 UTC, many customers experienced errors or extreme delays accessing the Web Application, APIv2, and other APIs on…
- [RCA - Mitigated - APIv2 - West Europe - 31-01-2023](https://documentation.skillsworkflow.com/docs/trust/operational%20continuity%20%26%20incident%20response/availability%20incidents/2023-01-31-RCA-Mitigated-APIv2-West-Europe): On 31 January 2023, between 08:10 UTC and 08:22 UTC, some customers experienced errors or delays accessing the Web Application or API v2 in our West Europe…
- [RCA - Mitigated - Automations - West Europe - 12-10-2022](https://documentation.skillsworkflow.com/docs/trust/operational%20continuity%20%26%20incident%20response/availability%20incidents/2022-10-12-RCA-Mitigated-Automations-West-Europe): On 12 October 2022, between 08:30 UTC and 09:55 UTC, some customers reported failures on automation execution on our West Europe region.
- [RCA - Mitigated - Blocked Documents - West Europe - 05-04-2023](https://documentation.skillsworkflow.com/docs/trust/operational%20continuity%20%26%20incident%20response/availability%20incidents/2023-04-05-RCA-Mitigated-Blocked-Documents-West-Europe): On April 5, 2023, some customers reported erroneous behavior when accessing documents from our application in our West Europe region.
- [RCA - Mitigated - Brazil South - 24-06-2020](https://documentation.skillsworkflow.com/docs/trust/operational%20continuity%20%26%20incident%20response/availability%20incidents/2020-06-24%20RCA-Mitigated-Brazil-South): Between 24 June 2020 18:45 UTC and 24 June 2020 22:50 UTC, some users experienced errors and slow response times on our Brazil South region.
- [RCA - Mitigated - Document Forms - West Europe - 16-04-2026](https://documentation.skillsworkflow.com/docs/trust/operational%20continuity%20%26%20incident%20response/availability%20incidents/2026-04-16-RCA-Mitigated-Document-Forms-West-Europe): On 16 April 2026, after a product installation, some customers experienced issues when opening document creation forms.
- [RCA - Mitigated - E-Mail Notifications - All Regions - 13-05-2019](https://documentation.skillsworkflow.com/docs/trust/operational%20continuity%20%26%20incident%20response/availability%20incidents/2019-05-13-RCA-Mitigated-E-Mail-Notifications-All-Regions): Between 13 May 2019 and 14 May 2019, some users failed to receive a notification via e-mail across all regions.
- [RCA - Mitigated - East US - 06-07-2020](https://documentation.skillsworkflow.com/docs/trust/operational%20continuity%20%26%20incident%20response/availability%20incidents/2020-07-06-RCA-Mitigated-East-US): Starting 6 July 2020 19:22 UTC and 16 July 2020 17:22 UTC, some users intermittently experienced degraded overall system response in our East US region.
- [RCA - Mitigated - East US - 10-07-2020](https://documentation.skillsworkflow.com/docs/trust/operational%20continuity%20%26%20incident%20response/availability%20incidents/2020-07-10-RCA-Mitigated-EastUS): Starting 6 July 2020 19:22 UTC and 16 July 2020 17:22 UTC, some users intermittently experienced degraded overall system response in our East US region.
- [RCA - Mitigated - Production Outage East US - 11-05-2026](https://documentation.skillsworkflow.com/docs/trust/operational%20continuity%20%26%20incident%20response/availability%20incidents/2026-05-11-RCA-Mitigated-Production-Outage-East-US): ----------------------------------------------------------------
- [RCA - Mitigated - Proofing Automations - West Europe - 06-06-2022](https://documentation.skillsworkflow.com/docs/trust/operational%20continuity%20%26%20incident%20response/availability%20incidents/2022-06-06-RCA-Mitigated-Proofing-Automations-West-Europe): Between 23 March 16:28 UTC and 31 March 15:29, users reported some tasks getting stuck at the “Proof ID Generated” stage despite of already having Proofs…
- [RCA - Mitigated - Search - Intermittent Errors - All Regions - 28-02-2022](https://documentation.skillsworkflow.com/docs/trust/operational%20continuity%20%26%20incident%20response/availability%20incidents/2022-02-28-RCA-Mitigated-Search-Intermittent-Errors-All-Regions): Between 28 February 2022 0:00 UTC and 3 March 2022 12:00 UTC, some users experienced intermittent errors while using the search feature.
- [RCA - Mitigated - SSO - Multiple Regions - 30-06-2021](https://documentation.skillsworkflow.com/docs/trust/operational%20continuity%20%26%20incident%20response/availability%20incidents/2021-06-30-RCA-Mitigated-SSO-Multiple-Regions): Starting 30 June 2021 - 14:16 UTC until 1 July 10:00 UTC, some users intermittently experienced errors using Single Sign On authentication (SSO) on our Brazil…
- [RCA - Mitigated - Templates - West Europe - 20-07-2022](https://documentation.skillsworkflow.com/docs/trust/operational%20continuity%20%26%20incident%20response/availability%20incidents/2022-07-20-RCA-Mitigated-Templates-West-Europe): On 20 July 2022, between 09:30 UTC and 11:30 UTC, several users reported that when creating Jobs, some actions responsible for task creation based in…
- [RCA - Mitigated - V1 - West Europe - 20-08-2018](https://documentation.skillsworkflow.com/docs/trust/operational%20continuity%20%26%20incident%20response/availability%20incidents/2019-08-20-RCA-Mitigated-V1-West-Europe): Starting at around 20-08-2018 2:03 UTC until 7:40 UTC a small subset or users using Skills Workflow V1 hosted on the West Europe region may have experienced…
- [RCA - Mitigated - V2 - Brazil South - 26-07-2018](https://documentation.skillsworkflow.com/docs/trust/operational%20continuity%20%26%20incident%20response/availability%20incidents/2018-07-26-RCA-Mitigated-V2-Brazil-South): Starting on 26-07-2018 15:15 UTC and until 26-07-2018 15:50 UTC, some users experienced errors trying to access Skills Workflow V2 on the Brazil South region.
- [RCA - Mitigated - Views - West Europe - 20-07-2022](https://documentation.skillsworkflow.com/docs/trust/operational%20continuity%20%26%20incident%20response/availability%20incidents/2022-07-20-RCA-Mitigated-Views-West-Europe): On 20 July 2022, between 08:50 UTC and 09:30 UTC, several users reported issues when logging on with Single Sign-On or accessing different pages in Skills…
- [RCA - Mitigated - Webhooks - Not Firing - West Europe - 06-06-2022](https://documentation.skillsworkflow.com/docs/trust/operational%20continuity%20%26%20incident%20response/availability%20incidents/2022-06-07-RCA-Mitigated-Webhooks-Not-Firing-West-Europe): On 6 June 2022, between 14:57 UTC and 18:48 UTC, webhooks were not invoked in response to system events.
- [RCA - Mitigated - Webhooks - West Europe - 12-02-2021](https://documentation.skillsworkflow.com/docs/trust/operational%20continuity%20%26%20incident%20response/availability%20incidents/2021-02-12-RCA-Mitigated-Webhooks-West-Europe): Between 28 February 2022 0:00 UTC and 3 March 2022 12:00 UTC, some users experienced intermittent errors while using the search feature.
- [RCA - Mitigated - Webhooks and Automation - West Europe - 23-07-2021](https://documentation.skillsworkflow.com/docs/trust/operational%20continuity%20%26%20incident%20response/availability%20incidents/2021-07-23-RCA-Mitigated-Webhooks-and-Automation-West-Europe): Starting 23 July 2021 - 09:56 UTC until 16:25 UTC, customers have experienced failures on webhook and automation execution on our West Europe region.
- [RCA - Mitigated - Webhooks, User Errors - West Europe - 24-09-2021](https://documentation.skillsworkflow.com/docs/trust/operational%20continuity%20%26%20incident%20response/availability%20incidents/2021-09-24-RCA-Mitigated-Webhooks-User-Errors-West-Europe): Between 24 September 2021 - 12:29 UTC and 12:55 UTC, a very small subset of customers have experienced failures and extremely high latency on webhook and…
- [RCA - Mitigated V2 – West Europe -  02-07-2018](https://documentation.skillsworkflow.com/docs/trust/operational%20continuity%20%26%20incident%20response/availability%20incidents/2018-07-02-RCA-Mitigated-V2%E2%80%93West-Europe): Starting on 02-07-2018 01:45:43 UTC some users had errors trying to access Skills Workflow V2 on tenants hosted on the West Europe data center This issue is…
- [Recording a browser performance profile](https://documentation.skillsworkflow.com/docs/trust/service%20quality%20%26%20change%20management/measuring-performance): How to record a Chrome performance profile of Skills Workflow and send it to the support team.
- [Security](https://documentation.skillsworkflow.com/docs/trust/security): At Skills Workflow, we take the security, privacy and reliability of our platform seriously.
- [Support Model & SLA](https://documentation.skillsworkflow.com/docs/trust/service%20quality%20%26%20change%20management/support-model-sla): SKILLS0018OP039 Explains the ticketing system, service level agreements, and escalation models for issue resolution.
- [Trust](https://documentation.skillsworkflow.com/docs/trust): Availability, security, privacy and incident information for customers, IT teams and procurement.

## Administration

- [Assigning Absence Types](https://documentation.skillsworkflow.com/docs/administration/calendars/absence-types): Follow the steps below to massively assign absence types.
- [Clients](https://documentation.skillsworkflow.com/docs/administration/importing-data/clients): Importing client records into Skills Workflow.
- [Create Leave Types](https://documentation.skillsworkflow.com/docs/administration/calendars/leave-types): Several leave types can be created in a company, such as: Follow the steps below to create a new leave type: <!
- [Create Typologies](https://documentation.skillsworkflow.com/docs/administration/typologies): As every person has his specific role inside the company, every user registered in Skills has his position linked to a specific “typology”.
- [Create User](https://documentation.skillsworkflow.com/docs/administration/users/create-a-user): Navigate to Maintenance and enter the “User” module To create a new user there are two ways
- [Custom Style](https://documentation.skillsworkflow.com/docs/administration/system/custom-style): On this page you will find the process of how to customize the style of the document.
- [Custom Tables](https://documentation.skillsworkflow.com/docs/administration/custom-tables): Custom Tables allow you to extend the Skills Workflow data model by creating your own tables with custom columns and data types.
- [Departments](https://documentation.skillsworkflow.com/docs/administration/importing-data/departments): In this article, we will guide you through the simple steps necessary to efficiently import departments, ensuring a smooth integration process.
- [Description Templates](https://documentation.skillsworkflow.com/docs/administration/description-templates): Go to “Maintenance” and click on the module “Template Description” A screen for creating the Briefing will open.
- [Edit Profile](https://documentation.skillsworkflow.com/docs/administration/users/edit-a-profile): On the Skill Workflow Home page, at the top of the page you will see your name.
- [Employees](https://documentation.skillsworkflow.com/docs/administration/importing-data/employees): In this article, we walk you through the simple steps required to efficiently import your employee data, ensuring a smooth onboarding process.
- [Holidays](https://documentation.skillsworkflow.com/docs/administration/calendars/holidays): To create a holiday, go to “Maintenance” and look for the “Holiday”.
- [Menu](https://documentation.skillsworkflow.com/docs/administration/system/menu): On this page you will find how to affect only the icon that appears in the menu.
- [Password Policy](https://documentation.skillsworkflow.com/docs/administration/users/password-policy): Setting up the Skills Workflow password policy so native logins meet the company's own security requirements.
- [Password recovery via "Forgot your password" option](https://documentation.skillsworkflow.com/docs/administration/users/password-recovery): How a user resets their own password from the login page, without help from a maintenance user.
- [Products](https://documentation.skillsworkflow.com/docs/administration/importing-data/products): Importing product records into Skills Workflow.
- [Projects](https://documentation.skillsworkflow.com/docs/administration/importing-data/projects): In this article, we will guide you through the simple steps required to efficiently import projects, ensuring a seamless integration process.
- [Query](https://documentation.skillsworkflow.com/docs/administration/system/team-query): On this page you will find how to create an action of the type Team based in Data Source.
- [Query Mentions](https://documentation.skillsworkflow.com/docs/administration/system/query-mentions): On this page you will find how to use mentions based on queries.
- [Stage Mappings](https://documentation.skillsworkflow.com/docs/administration/workflows/stage-mappings): A stage mapping creates an automatic link between stages across different workflows.
- [Stage Types](https://documentation.skillsworkflow.com/docs/administration/workflows/stage-types): A stage type is the classification attached to a stage.
- [Stages](https://documentation.skillsworkflow.com/docs/administration/workflows/stages): A stage represents a state that a document can be in at any point during its lifecycle.
- [System Roles and Profiles](https://documentation.skillsworkflow.com/docs/administration/roles-and-profiles): How access is controlled in Skills Workflow: what a Role grants, and how Profiles group roles for a user.
- [Transitions](https://documentation.skillsworkflow.com/docs/administration/workflows/transitions): A transition defines a path that moves a document from one stage to another within the same workflow.
- [Typologies](https://documentation.skillsworkflow.com/docs/administration/importing-data/typologies): In this article, we will guide you through the simple steps required to efficiently import typology data, ensuring a seamless onboarding process.
- [Typology groups](https://documentation.skillsworkflow.com/docs/administration/importing-data/typology-groups): In this article, we will guide you through the simple steps required to efficiently import typology group data, ensuring a smooth onboarding process.
- [Upload a profile picture](https://documentation.skillsworkflow.com/docs/administration/users/upload-a-picture): Choose a photo to use as your Skills Workflow profile picture, and replace it from your Profile page.
- [Users](https://documentation.skillsworkflow.com/docs/administration/importing-data/users): In this article, we will guide you through the simple steps necessary to efficiently import user data, ensuring a seamless integration process.
- [Workflow](https://documentation.skillsworkflow.com/docs/administration/workflows): Workflows define how documents move through their lifecycle in Skills Workflow.
- [Workflow Actions](https://documentation.skillsworkflow.com/docs/administration/workflows/action-types): Reference table of the action types a workflow transition can run, and what each one does.
- [Workflows](https://documentation.skillsworkflow.com/docs/administration/importing-data/workflows): Importing workflow definitions into Skills Workflow.

## Build and extend

- [Actions](https://documentation.skillsworkflow.com/docs/build-and-extend/automations/actions-reference): This section describes the action types available in an Automation Workflow.
- [Alert](https://documentation.skillsworkflow.com/docs/build-and-extend/sdk/ui/ui-alert): A sub namespace of UI, exclusive for alert operations ---
- [Allow Inline Editing](https://documentation.skillsworkflow.com/docs/build-and-extend/workspaces/panels/grid-inline-editing): On this page you will find how to use inline editing.
- [Argument Axis](https://documentation.skillsworkflow.com/docs/build-and-extend/workspaces/panels/chart-argument-axis): A property used to set chart's argument axis in a workspace.
- [Assignment](https://documentation.skillsworkflow.com/docs/build-and-extend/sdk/document/document-assignment): A sub namespace of Document, exclusive for assignment operations ---
- [Automations](https://documentation.skillsworkflow.com/docs/build-and-extend/automations): Automation Workflows run a chain of configured actions when an event fires, a webhook is called, or a schedule comes due — calling external systems, transforming data, sending mail and returning responses.
- [Branding](https://documentation.skillsworkflow.com/docs/build-and-extend/sdk/branding): With this namespace, you can quickly provide methods to manipulate the tenant branding.
- [Build your first automation](https://documentation.skillsworkflow.com/docs/build-and-extend/automations/getting-started): This walkthrough takes you from an empty screen to a working automation.
- [Buttons](https://documentation.skillsworkflow.com/docs/build-and-extend/sdk/ui/ui-buttons): A sub namespace of UI, exclusive for buttons operations ---
- [Client](https://documentation.skillsworkflow.com/docs/build-and-extend/sdk/document/document-client): A sub namespace of Document, exclusive for client operations --- Get Custom Fields Get Lookup Set Custom Fields Update ---
- [Client API](https://documentation.skillsworkflow.com/docs/build-and-extend/api/client-api): The Client API is designed for creating and updating documents in Skills Workflow.
- [Configuration](https://documentation.skillsworkflow.com/docs/build-and-extend/sdk/application/application-configuration): This method can be used to get the current environment configuration.
- [Current User](https://documentation.skillsworkflow.com/docs/build-and-extend/sdk/document/document-currentUser): A sub namespace of Document, exclusive for the current logged user operations ---
- [Custom Table](https://documentation.skillsworkflow.com/docs/build-and-extend/sdk/document/customTable): A sub namespace of Document, exclusive for custom table operations.
- [Custom Tables API](https://documentation.skillsworkflow.com/docs/build-and-extend/api/custom-tables-api): The Custom Tables API allows you to programmatically create, read, update, and delete data in user-defined custom tables.
- [Data](https://documentation.skillsworkflow.com/docs/build-and-extend/sdk/data): The namespace Data provides to developers, methods to easily manipulate data.
- [Data Extraction API](https://documentation.skillsworkflow.com/docs/build-and-extend/api/data-extraction-api): The Data Extraction API enables you to export data from Skills Workflow into external tools and systems—such as Excel, Power BI, or custom applications—by…
- [Datetime](https://documentation.skillsworkflow.com/docs/build-and-extend/sdk/utils/utils-datetime): A sub namespace of Utils, exclusive for date operations ---
- [DE-Assignments](https://documentation.skillsworkflow.com/docs/build-and-extend/api/data-extraction/de-assignments): Extracts the teams of users associated with each document.
- [DE-Attendances](https://documentation.skillsworkflow.com/docs/build-and-extend/api/data-extraction/de-attendances): Extracts data on attendances.
- [DE-Bills](https://documentation.skillsworkflow.com/docs/build-and-extend/api/data-extraction/de-bills): Extracts data for bills.
- [DE-Brands](https://documentation.skillsworkflow.com/docs/build-and-extend/api/data-extraction/de-brands): Extracts the list of brands.
- [DE-BusinessObjectTypes](https://documentation.skillsworkflow.com/docs/build-and-extend/api/data-extraction/de-businessobjecttypes): Extracts business object types.
- [DE-Cities](https://documentation.skillsworkflow.com/docs/build-and-extend/api/data-extraction/de-cities): Extracts all cities.
- [DE-Clients](https://documentation.skillsworkflow.com/docs/build-and-extend/api/data-extraction/de-clients): Extracts the list of clients.
- [DE-ClientsCompanies](https://documentation.skillsworkflow.com/docs/build-and-extend/api/data-extraction/de-clientscompanies): Extracts the information about what companies have access to what clients.
- [DE-Comments](https://documentation.skillsworkflow.com/docs/build-and-extend/api/data-extraction/de-comments): Extracts comments from the feed.
- [DE-CommentsReplies](https://documentation.skillsworkflow.com/docs/build-and-extend/api/data-extraction/de-commentsreplies): Extracts replies of comments.
- [DE-Companies](https://documentation.skillsworkflow.com/docs/build-and-extend/api/data-extraction/de-companies): Extracts the list of companies.
- [DE-CompaniesAdditionalInformation](https://documentation.skillsworkflow.com/docs/build-and-extend/api/data-extraction/de-companiesadditionalinformation): Extracts the custom fields associated with the companies.
- [DE-Contracts](https://documentation.skillsworkflow.com/docs/build-and-extend/api/data-extraction/de-contracts): Extracts contracts information.
- [DE-Countries](https://documentation.skillsworkflow.com/docs/build-and-extend/api/data-extraction/de-countries): Extracts the list of countries.
- [DE-Currencies](https://documentation.skillsworkflow.com/docs/build-and-extend/api/data-extraction/de-currencies): Extracts the list of currencies.
- [DE-Departments](https://documentation.skillsworkflow.com/docs/build-and-extend/api/data-extraction/de-departments): Extracts the list of departments.
- [DE-Descriptions](https://documentation.skillsworkflow.com/docs/build-and-extend/api/data-extraction/de-descriptions): Extracts the different versions of the descriptions of documents.
- [DE-Divisions](https://documentation.skillsworkflow.com/docs/build-and-extend/api/data-extraction/de-divisions): Extracts the list of divisions.
- [DE-Employees](https://documentation.skillsworkflow.com/docs/build-and-extend/api/data-extraction/de-employees): Extracts employees.
- [DE-Estimates](https://documentation.skillsworkflow.com/docs/build-and-extend/api/data-extraction/de-estimates): Extracts the list of estimates.
- [DE-EstimatesBillingConditions](https://documentation.skillsworkflow.com/docs/build-and-extend/api/data-extraction/de-estimatesbillingconditions): POST /api/v3/analytics/named-query/DE-EstimatesBillingConditions/dynamic-execute This query has no parameters.
- [DE-EstimatesCount](https://documentation.skillsworkflow.com/docs/build-and-extend/api/data-extraction/de-estimatescount): Gets the count of estimates for the given filters.
- [DE-EstimatesQuotes](https://documentation.skillsworkflow.com/docs/build-and-extend/api/data-extraction/de-estimatesquotes): Extracts the estimate details.
- [DE-EstimatesQuotesCount](https://documentation.skillsworkflow.com/docs/build-and-extend/api/data-extraction/de-estimatesquotescount): Counts the occurrences of quotes.
- [DE-EstimatesQuotesMonth](https://documentation.skillsworkflow.com/docs/build-and-extend/api/data-extraction/de-estimatesquotesmonth): Extracts all data from estimates.
- [DE-EstimatesQuotesMonthCount](https://documentation.skillsworkflow.com/docs/build-and-extend/api/data-extraction/de-estimatesquotesmonthcount): Gets the count of estimate quotes for the given filters.
- [DE-Expenses](https://documentation.skillsworkflow.com/docs/build-and-extend/api/data-extraction/de-expenses): Extracts expenses for integration purposes.
- [DE-ExpenseSheets](https://documentation.skillsworkflow.com/docs/build-and-extend/api/data-extraction/de-expensesheets): Extracts expense sheets for integration purposes.
- [DE-ExpenseType](https://documentation.skillsworkflow.com/docs/build-and-extend/api/data-extraction/de-expensetype): Extracts expense items types.
- [DE-History](https://documentation.skillsworkflow.com/docs/build-and-extend/api/data-extraction/de-history): Extract history of documents.
- [DE-Holidays](https://documentation.skillsworkflow.com/docs/build-and-extend/api/data-extraction/de-holidays): Extracts the list of holidays.
- [DE-Jobs](https://documentation.skillsworkflow.com/docs/build-and-extend/api/data-extraction/de-jobs): Extracts the list of jobs.
- [DE-JobsCount](https://documentation.skillsworkflow.com/docs/build-and-extend/api/data-extraction/de-jobscount): Gets the count of jobs for the given filters.
- [DE-Leaves](https://documentation.skillsworkflow.com/docs/build-and-extend/api/data-extraction/de-leaves): Contains documents with information about vacations from employees
- [DE-LeavesCount](https://documentation.skillsworkflow.com/docs/build-and-extend/api/data-extraction/de-leavescount): POST /api/v3/analytics/named-query/DE-LeavesCount/dynamic-execute This query has no parameters.
- [DE-LeavesDeleted](https://documentation.skillsworkflow.com/docs/build-and-extend/api/data-extraction/de-leavesdeleted): Extracts deleted leaves using the parameter ModifiedFrom to filter data on the ModifiedOn field.
- [DE-LeavesDeletedCount](https://documentation.skillsworkflow.com/docs/build-and-extend/api/data-extraction/de-leavesdeletedcount): Gets the count of deleted leaves for the filters provided.
- [DE-Products](https://documentation.skillsworkflow.com/docs/build-and-extend/api/data-extraction/de-products): Extracts the list of products.
- [DE-Projects](https://documentation.skillsworkflow.com/docs/build-and-extend/api/data-extraction/de-projects): Extracts a list of projects.
- [DE-ProjectsAdditionalInformation](https://documentation.skillsworkflow.com/docs/build-and-extend/api/data-extraction/de-projectsadditionalinformation): Extracts additional information from projects.
- [DE-ProjectsClassifications](https://documentation.skillsworkflow.com/docs/build-and-extend/api/data-extraction/de-projectsclassifications): Extract project classifications.
- [DE-ProjectsCount](https://documentation.skillsworkflow.com/docs/build-and-extend/api/data-extraction/de-projectscount): Gets the count of projects for the provided filters.
- [DE-ProjectsPlannedTime](https://documentation.skillsworkflow.com/docs/build-and-extend/api/data-extraction/de-projectsplannedtime): Extract projects.
- [DE-ProjectsPlannedTimeCount](https://documentation.skillsworkflow.com/docs/build-and-extend/api/data-extraction/de-projectsplannedtimecount): Gets the count of projects planned time for the provided filters.
- [DE-ProjectsTypes](https://documentation.skillsworkflow.com/docs/build-and-extend/api/data-extraction/de-projectstypes): Extract projects types.
- [DE-PurchaseOrders](https://documentation.skillsworkflow.com/docs/build-and-extend/api/data-extraction/de-purchaseorders): Extracts purchase orders data from the system.
- [DE-RateCardsColumns](https://documentation.skillsworkflow.com/docs/build-and-extend/api/data-extraction/de-ratecardscolumns): Extraction of rate cards' columns.
- [DE-Requests](https://documentation.skillsworkflow.com/docs/build-and-extend/api/data-extraction/de-requests): Extracts requests data.
- [DE-Services](https://documentation.skillsworkflow.com/docs/build-and-extend/api/data-extraction/de-services): Extracts the existing services.
- [DE-ServicesGroups](https://documentation.skillsworkflow.com/docs/build-and-extend/api/data-extraction/de-servicesgroups): Extracts the services groups.
- [DE-Stages](https://documentation.skillsworkflow.com/docs/build-and-extend/api/data-extraction/de-stages): Extracts the list of stages of the workflows.
- [DE-Suppliers](https://documentation.skillsworkflow.com/docs/build-and-extend/api/data-extraction/de-suppliers): Extracts suppliers for integration purposes.
- [DE-Taxes](https://documentation.skillsworkflow.com/docs/build-and-extend/api/data-extraction/de-taxes): Extracts information about taxes.
- [DE-TimeSheets](https://documentation.skillsworkflow.com/docs/build-and-extend/api/data-extraction/de-timesheets): Extracts the time entered in time sheets.
- [DE-TimeSheetsCount](https://documentation.skillsworkflow.com/docs/build-and-extend/api/data-extraction/de-timesheetscount): Gets the count of time sheets for the filters provided.
- [DE-TimeSheetsDeleted](https://documentation.skillsworkflow.com/docs/build-and-extend/api/data-extraction/de-timesheetsdeleted): Extracts time sheets that have been deleted.
- [DE-TimeSheetsDeletedCount](https://documentation.skillsworkflow.com/docs/build-and-extend/api/data-extraction/de-timesheetsdeletedcount): Gets the count of deleted time sheet for the provided filters.
- [DE-Transitions](https://documentation.skillsworkflow.com/docs/build-and-extend/api/data-extraction/de-transitions): Extracts the list of existing transitions.
- [DE-Types](https://documentation.skillsworkflow.com/docs/build-and-extend/api/data-extraction/de-types): Extracts job types.
- [DE-Typologies](https://documentation.skillsworkflow.com/docs/build-and-extend/api/data-extraction/de-typologies): Extracts the list of typologies of users.
- [DE-TypologyGroups](https://documentation.skillsworkflow.com/docs/build-and-extend/api/data-extraction/de-typologygroups): Extracts user typology groups of user typologies.
- [DE-TypologyGroupsCompanies](https://documentation.skillsworkflow.com/docs/build-and-extend/api/data-extraction/de-typologygroupscompanies): Extracts typology grous associated to companies
- [DE-TypologyGroupsDepartments](https://documentation.skillsworkflow.com/docs/build-and-extend/api/data-extraction/de-typologygroupsdepartments): Extracts typology groups associated to departments.
- [DE-UserCosts](https://documentation.skillsworkflow.com/docs/build-and-extend/api/data-extraction/de-usercosts): Extracts cost of users.
- [DE-Users](https://documentation.skillsworkflow.com/docs/build-and-extend/api/data-extraction/de-users): Extracts the list of users.
- [DE-UsersAdditionalInformation](https://documentation.skillsworkflow.com/docs/build-and-extend/api/data-extraction/de-usersadditionalinformation): POST /api/v3/analytics/named-query/DE-UsersAdditionalInformation/dynamic-execute This query has no parameters.
- [DE-UserTypes](https://documentation.skillsworkflow.com/docs/build-and-extend/api/data-extraction/de-usertypes): Extracts the user types.
- [DE-Workloads](https://documentation.skillsworkflow.com/docs/build-and-extend/api/data-extraction/de-workloads): Extracts data from Workloads.
- [DE-WorkTypes](https://documentation.skillsworkflow.com/docs/build-and-extend/api/data-extraction/de-worktypes): Extracts the work types list.
- [Definition](https://documentation.skillsworkflow.com/docs/build-and-extend/workspaces/definition): On this page you will find how to edit the workspaces.
- [Document](https://documentation.skillsworkflow.com/docs/build-and-extend/sdk/document): With this namespace, you can quickly provide methods to manipulate documents.
- [Edit Layout](https://documentation.skillsworkflow.com/docs/build-and-extend/workspaces/edit-layout): On this page you will find how to customize the layout of the workspace.
- [Endpoint](https://documentation.skillsworkflow.com/docs/build-and-extend/workspaces/panels/datasource-endpoint): On this page you will find how to create a workspace using an Endpoint as DataSource Basic Usage Example
- [Estimate](https://documentation.skillsworkflow.com/docs/build-and-extend/sdk/document/document-estimate): A sub namespace of Document, exclusive for estimate operations --- Get Custom Fields Get Lookup Set Custom Fields Update
- [EstimatedPlannedActualMonthly](https://documentation.skillsworkflow.com/docs/build-and-extend/api/data-extraction/estimatedplannedactualmonthly): System generic extraction of estimated, planned and actual, per currency, including time, costs, income, profit.
- [Execute API](https://documentation.skillsworkflow.com/docs/build-and-extend/sdk/execute-api): This method can be used inside any workspace.
- [Export](https://documentation.skillsworkflow.com/docs/build-and-extend/sdk/utils/utils-export): A sub namespace of Utils, exclusive for export operations ---
- [Export data to a CSV file and deliver it](https://documentation.skillsworkflow.com/docs/build-and-extend/automations/recipes/export-to-csv): A common automation: fetch a set of records, turn them into a CSV file, and send that file to another system.
- [Expressions](https://documentation.skillsworkflow.com/docs/build-and-extend/automations/expressions): How actions in an Automation Workflow read each other's results: the double-brace syntax, action content, the request that triggered the run, parameters, and the #eval preprocessor.
- [File System](https://documentation.skillsworkflow.com/docs/build-and-extend/sdk/filesystem): The namespace FileSystem provides to developers a method to easily upload files to a folder.
- [Functions and pipe functions](https://documentation.skillsworkflow.com/docs/build-and-extend/automations/expressions/functions): The functions that generate a value inside an Automation Workflow expression, and the pipe functions that transform one — converters, string, arithmetic, date and boolean operators.
- [Grid](https://documentation.skillsworkflow.com/docs/build-and-extend/sdk/ui/ui-grid): A sub namespace of UI, exclusive for grid operations ---
- [Holiday](https://documentation.skillsworkflow.com/docs/build-and-extend/sdk/document/document-holiday): A sub namespace of Document, exclusive for holiday operations ---
- [How automations start](https://documentation.skillsworkflow.com/docs/build-and-extend/automations/triggers): The three ways an Automation Workflow is started: a Skills Workflow event, an inbound webhook, or a schedule — and what each one makes available to the actions.
- [Icons](https://documentation.skillsworkflow.com/docs/build-and-extend/sdk/ui/ui-icons): A sub namespace of UI, exclusive for getting icons and files icon classes ---
- [Integration API](https://documentation.skillsworkflow.com/docs/build-and-extend/api/integration-api): The Integration API allows you to integrate documents and entities in Skills Workflow from external systems by linking them via an External ID.
- [JSONPath](https://documentation.skillsworkflow.com/docs/build-and-extend/automations/expressions/jsonpath): The JSONPath syntax used inside Automation Workflow expressions to reach into an action's result: operators, filters and a cheat sheet against a worked example.
- [Mark as Saved](https://documentation.skillsworkflow.com/docs/build-and-extend/sdk/markAsSaved): This method can be used to mark changes as saved, so when navigating, the prompt will not be shown saying that are changes that were not saved ---
- [Navigate](https://documentation.skillsworkflow.com/docs/build-and-extend/sdk/application/application-navigate): A sub namespace of Application, exclusive for navigate operations ---
- [Notification](https://documentation.skillsworkflow.com/docs/build-and-extend/sdk/service/service-notification): A sub namespace of Service, exclusive for notification operations ---
- [Panel](https://documentation.skillsworkflow.com/docs/build-and-extend/sdk/application/application-panel): This method can be used inside any workspace.
- [Popup](https://documentation.skillsworkflow.com/docs/build-and-extend/sdk/application/application-popup): A sub namespace of Application, exclusive for popup operations ---
- [Realtime](https://documentation.skillsworkflow.com/docs/build-and-extend/sdk/realtime): With this namespace, you can quickly provide methods to manipulate live updates.
- [Roles](https://documentation.skillsworkflow.com/docs/build-and-extend/workspaces/roles): On this page you will find how to add roles to your workspace.
- [SDK](https://documentation.skillsworkflow.com/docs/build-and-extend/sdk): The Skills Workflow SDK provides a set of namespaces with utility functions accessible through the global SW object.
- [Select Box](https://documentation.skillsworkflow.com/docs/build-and-extend/sdk/ui/ui-selectBox): A sub namespace of UI, exclusive for select box operations ---
- [Send an email notification](https://documentation.skillsworkflow.com/docs/build-and-extend/automations/recipes/email-notification): When something happens in Skills Workflow, let people know by email — optionally pulling in extra detail first.
- [Service](https://documentation.skillsworkflow.com/docs/build-and-extend/sdk/service): The SW. Service namespace provides grouped access to business-level services in the Skills Workflow SDK.
- [Set Columns](https://documentation.skillsworkflow.com/docs/build-and-extend/workspaces/panels/grid-set-columns): A function used to set grid's columns in a workspace.
- [Set Items](https://documentation.skillsworkflow.com/docs/build-and-extend/workspaces/panels/form-set-items): A function used to save User, Document and other fields in the form.
- [State Storing](https://documentation.skillsworkflow.com/docs/build-and-extend/sdk/state-storing): This documentation describes the StateStoring namespace and its methods for storing and retrieving application state.
- [Storage](https://documentation.skillsworkflow.com/docs/build-and-extend/sdk/storage): With this namespace, you can quickly provide methods to manipulate the storage.
- [Store](https://documentation.skillsworkflow.com/docs/build-and-extend/sdk/store): With this namespace, you can quickly provide methods to manipulate the data store.
- [Store](https://documentation.skillsworkflow.com/docs/build-and-extend/workspaces/panels/datasource-store): On this page you will find how to create a workspace using the Store as DataSource.
- [TagBox](https://documentation.skillsworkflow.com/docs/build-and-extend/workspaces/panels/form-tagbox): On this page you will find TagBoxs examples as well as how to setup a TagBox.
- [Tooltip](https://documentation.skillsworkflow.com/docs/build-and-extend/sdk/ui/ui-tooltip): A sub namespace of UI, exclusive for tooltip operations ---
- [Translation](https://documentation.skillsworkflow.com/docs/build-and-extend/sdk/application/application-translation): This method can be used to get the translation of some words or sentences.
- [UI](https://documentation.skillsworkflow.com/docs/build-and-extend/sdk/ui): With this namespace, you can quickly provide methods to show UI.
- [User](https://documentation.skillsworkflow.com/docs/build-and-extend/sdk/document/document-user): A sub namespace of Document, exclusive for user operations --- Get Custom Fields Get Lookup Set Custom Fields Update ---
- [Utils](https://documentation.skillsworkflow.com/docs/build-and-extend/sdk/utils): With this namespace, you can quickly access methods that perform common operations.
- [Webhooks](https://documentation.skillsworkflow.com/docs/build-and-extend/api/webhooks): Webhooks let you react to events inside Skills Workflow in real time — no polling needed.
- [Workflow structure](https://documentation.skillsworkflow.com/docs/build-and-extend/automations/workflow-structure): The shape of an Automation Workflow: the fields on the workflow itself, how actions chain through next, the rules that must hold before it saves, sub-workflows and error routing.
- [Workspace](https://documentation.skillsworkflow.com/docs/build-and-extend/sdk/application/application-workspace): This method can be used inside any workspace.
- [Workspace Context](https://documentation.skillsworkflow.com/docs/build-and-extend/workspaces/panels/workspace-context): All of the workspaces have the possibility to access the context, where it is possible to find the info of the components, the workspace and perform…
- [Workspaces](https://documentation.skillsworkflow.com/docs/build-and-extend/sdk/workspaces): All settings directly regarding workspaces configuration properties (advanced) All the workspaces configuration functions have context as last parameter.
- [Workspaces](https://documentation.skillsworkflow.com/docs/build-and-extend/workspaces): Click on the add icon to open the creation pop-up.

## Learning paths

- [Administering a client](https://documentation.skillsworkflow.com/docs/learning-paths/administrator): An ordered route through the configuration an administrator needs: users, profiles, workflows, calendars, custom tables and data imports.
- [Get started](https://documentation.skillsworkflow.com/docs/learning-paths): Ordered routes through the Skills Workflow documentation for the person using the platform, the person administering it, and the person implementing it.
- [Implementing the platform](https://documentation.skillsworkflow.com/docs/learning-paths/consultant): An ordered route for consultants and developers: workspaces, panels, automations, the SDK and the API.
- [Using the platform](https://documentation.skillsworkflow.com/docs/learning-paths/end-user): An ordered route through Skills Workflow for the people doing the work: projects, jobs, planning, time and approvals.

## Product

- [Android App User Configuration](https://documentation.skillsworkflow.com/docs/product/mobile/android-configuration): Downloading the Skills Workflow app from the Play Store and configuring it on an Android device.
- [Annotations](https://documentation.skillsworkflow.com/docs/product/files-and-collaboration/annotations): Annotation features in the Skills Workflow file preview.
- [Approve Expenses](https://documentation.skillsworkflow.com/docs/product/billing-and-costs/expenses/approve-expenses): Change the expense sheet stage.
- [Approving Leaves](https://documentation.skillsworkflow.com/docs/product/people/leaves/approving-leaves): To approve/disapprove leaves, navigate to the “Approval” module.
- [Approving Time Sheets](https://documentation.skillsworkflow.com/docs/product/time/timesheets/approving-timesheets): You can approve all the requested timesheets by clicking check icon in the right upper side.
- [Billing & Costs](https://documentation.skillsworkflow.com/docs/product/billing-and-costs): Turning delivered work into invoices, and recording what it cost.
- [Bills](https://documentation.skillsworkflow.com/docs/product/billing-and-costs/billing/bills): A Bill is the billing document issued to a client, carrying its own dates and moving through a workflow like other documents in Skills Workflow.
- [Briefing & Requests](https://documentation.skillsworkflow.com/docs/product/briefing-and-requests): How work reaches the agency: the requests clients raise and what happens to them next.
- [Burn and Utilization Workspace](https://documentation.skillsworkflow.com/docs/product/dashboards-and-reporting/burn-and-utilization): Workspaces are a powerful feature used to quickly support decisions related to a specific contract.
- [Client Staff Plan Summary Workspace](https://documentation.skillsworkflow.com/docs/product/dashboards-and-reporting/client-staff-plan-summary): Workspace provides a summary report of all fees and estimates under a company, client group and period selected.
- [Client Workspace](https://documentation.skillsworkflow.com/docs/product/dashboards-and-reporting/client-dashboards): Workspaces are a powerful feature used to quickly support decisions related to a specific client or project.
- [Commercial](https://documentation.skillsworkflow.com/docs/product/commercial): The commercial side: CRM, rate cards, estimates and fees.
- [Create a client contact](https://documentation.skillsworkflow.com/docs/product/commercial/crm/client-contacts): In order to create a new client contact with all the client details, you should access the “CLIENTS” module and go into the “Client Contact” tab.
- [Create a commercial client](https://documentation.skillsworkflow.com/docs/product/commercial/crm/commercial-clients): To create a new commercial client you must go to the “Maintenance” module and to the sub-list “Clients”.
- [Create a commercial product](https://documentation.skillsworkflow.com/docs/product/commercial/crm/commercial-products): To create a new commercial product you must go to the “Maintenance” module and to the sub-list “Clients”.
- [Create a Project](https://documentation.skillsworkflow.com/docs/product/projects-and-jobs/create-a-project): To create a new Project, navigate to the “Clients” module.
- [Create an activity](https://documentation.skillsworkflow.com/docs/product/commercial/crm/activities): To create a new Activity, navigate to the Lead.
- [Create Client Requests](https://documentation.skillsworkflow.com/docs/product/briefing-and-requests/client-requests): From the client perspective, you can now create and control your own requests using Skills Workflow.
- [Create estimate](https://documentation.skillsworkflow.com/docs/product/commercial/crm/estimates-from-crm): Estimates can either be linked to Fees or created directly under a Company, Leads, or Activity.
- [Create Estimate](https://documentation.skillsworkflow.com/docs/product/commercial/estimates/create-an-estimate): Estimates can either be linked to Fees or created directly under a Project or Job.
- [Create Expenses](https://documentation.skillsworkflow.com/docs/product/billing-and-costs/expenses/create-expenses): To create expenses navigate to Project module and select a project to add receipts.
- [Create Jobs](https://documentation.skillsworkflow.com/docs/product/projects-and-jobs/create-jobs): To create a new Job, navigate to the “Projects” module.
- [Create lead](https://documentation.skillsworkflow.com/docs/product/commercial/crm/leads): To create a new Lead, navigate to the “Clients” module.
- [Create Rate Cards](https://documentation.skillsworkflow.com/docs/product/commercial/rates/rate-cards): Rate Cards are prices/costs for typology groups and/or users.
- [Credit Notes](https://documentation.skillsworkflow.com/docs/product/billing-and-costs/billing/credit-notes): Whenever you change the sales values ​​of the invoiced budget, to a lower value the system will suggest that a credit note be issued.
- [Environment Workspace](https://documentation.skillsworkflow.com/docs/product/dashboards-and-reporting/environment-workspace): It is now possible to change the appearance of Skills Workflow.
- [Expense Sheets](https://documentation.skillsworkflow.com/docs/product/billing-and-costs/expenses/expense-sheets): It's possible to create and manage expenses relative to projects and other activities.
- [Favorites](https://documentation.skillsworkflow.com/docs/product/favorites): Favorites let you bookmark the documents and dashboards you access most often.
- [Fee Workspace](https://documentation.skillsworkflow.com/docs/product/dashboards-and-reporting/contract-dashboards): Workspaces are a powerful feature used to quickly support decisions related to a specific contract.
- [Fees](https://documentation.skillsworkflow.com/docs/product/commercial/fees): A Fee is the commercial agreement with a client for a number of hours or deliverables, tracked against a Price Table, that a client's Projects and Estimates are created under.
- [Files](https://documentation.skillsworkflow.com/docs/product/files-and-collaboration/files): The Files area is the document store: a file system of its own, reached from the main menu, separate from the files attached to an individual document.
- [Files & Collaboration](https://documentation.skillsworkflow.com/docs/product/files-and-collaboration): Where the conversation about a piece of work happens, and how files are reviewed.
- [Filling in Time Sheets](https://documentation.skillsworkflow.com/docs/product/time/timesheets/filling-in-timesheets): Verify that you can navigate by clicking on the time sheets section.
- [FTE Workspace](https://documentation.skillsworkflow.com/docs/product/dashboards-and-reporting/fte-dashboard): FTE which stands for Full-Time Equivalent is a unit that measures the workload of an employee.
- [Gantt](https://documentation.skillsworkflow.com/docs/product/planning-and-scheduling/gantt): The Gantt shows a project's jobs on a timeline: building the schedule, selecting rows, duplicating jobs and editing several at once.
- [Invoice an Estimate](https://documentation.skillsworkflow.com/docs/product/commercial/estimates/invoice-an-estimate): Estimates can be created as retainers, and the system will automatically display their values.
- [Invoice Authorizations](https://documentation.skillsworkflow.com/docs/product/billing-and-costs/billing/invoice-authorizations): You can create invoice orders in the system, and in this way inform the financial team to proceed with the creation / synchronization of the document to the…
- [iOS App User Configuration](https://documentation.skillsworkflow.com/docs/product/mobile/ios-configuration): Downloading the Skills Workflow app from the App Store and configuring it on an iOS device.
- [Leaves My Department Workspace](https://documentation.skillsworkflow.com/docs/product/dashboards-and-reporting/leaves-my-department): Al programar sus propias licencias o aprobar las licencias enviadas por sus subordinados, es importante saber si otros empleados del mismo departamento…
- [Leaves Workspace](https://documentation.skillsworkflow.com/docs/product/dashboards-and-reporting/leaves-dashboard): When scheduling our own leaves or approving leaves submitted by our subordinates, it's important to know if other employees in the company are also on leave…
- [Manage List View](https://documentation.skillsworkflow.com/docs/product/projects-and-jobs/list-view): By default you have the following sub-lists: You need to expand your view in order to be able to see all the available fields.
- [Massively assign or unassign users](https://documentation.skillsworkflow.com/docs/product/people/teams/assign-users-in-bulk): Follow the next steps to massively assign or unassign users on the Jobs' teams: If the intention is to unassign users from the jobs' teams, the process is the…
- [Missing Time Hours and Approvals Workspace](https://documentation.skillsworkflow.com/docs/product/dashboards-and-reporting/missing-hours-and-approvals): This workspace provides real-time information on users blocked due to missing hours and/or missing timesheet approvals from their subordinates.
- [Mobile](https://documentation.skillsworkflow.com/docs/product/mobile): The iOS and Android apps, and how each user sets them up.
- [Mobile Features](https://documentation.skillsworkflow.com/docs/product/mobile/mobile-features): Skills Workflow Mobile app is available on all iOS and Android devices.
- [My Tasks](https://documentation.skillsworkflow.com/docs/product/projects-and-jobs/my-tasks): Once you complete all the fields click on the option 'check'.
- [Notification Types](https://documentation.skillsworkflow.com/docs/product/notifications/notification-types): Skills Workflow sends out two different types of notifications: Depending on their categories, notifications can have different periodicities: Regardless of…
- [Notifications](https://documentation.skillsworkflow.com/docs/product/notifications): What the platform notifies people about, and through which channel.
- [People](https://documentation.skillsworkflow.com/docs/product/people): Who is on a team, what each group does, and how leave is scheduled and approved.
- [Planned Time](https://documentation.skillsworkflow.com/docs/product/planning-and-scheduling/resourcing/planned-hours): After creating your Project, you can start planning the amount of time that each resource will spend on this Project.
- [Planning & Scheduling](https://documentation.skillsworkflow.com/docs/product/planning-and-scheduling): Putting dates and people against the work: the Gantt, the resource scheduler and planned time.
- [Price Tables](https://documentation.skillsworkflow.com/docs/product/commercial/rates/price-tables): A Price Table holds the prices used when quoting work, scoped to a company and a currency and valid between a start and an end date.
- [Project Burn Workspace](https://documentation.skillsworkflow.com/docs/product/dashboards-and-reporting/project-burn-dashboard): Workspaces are a powerful feature used to quickly support decisions related to a specific client or project.
- [Projects & Jobs](https://documentation.skillsworkflow.com/docs/product/projects-and-jobs): Creating projects, breaking them into jobs, and following the work in the list view.
- [Projects on a Fee](https://documentation.skillsworkflow.com/docs/product/commercial/fees/projects-on-a-fee): Creating a Project against a Fee, planning its hours, and tracking burn by typology group.
- [Purchase Orders](https://documentation.skillsworkflow.com/docs/product/billing-and-costs/billing/purchase-orders): Recording a commitment to buy from a supplier, tracking it against an estimate, and generating a Supplier Invoice or Supplier Note from it.
- [Rejecting Time Sheets](https://documentation.skillsworkflow.com/docs/product/time/timesheets/rejecting-timesheets): It's also possible to reject all by clicking X icon in the right upper side next to the check icon.
- [Reports](https://documentation.skillsworkflow.com/docs/product/dashboards-and-reporting/reports): Reports is its own area in the main menu, gated by the Report permissions.
- [Resource Scheduler](https://documentation.skillsworkflow.com/docs/product/planning-and-scheduling/resourcing/resource-scheduler): Plan your team on a timeline: assign tasks by dragging them onto a person, book hours per day, read capacity, and see leaves, holidays and reservations alongside the work.
- [Scheduling Leaves](https://documentation.skillsworkflow.com/docs/product/people/leaves/scheduling-leaves): To schedule Leaves, click on the Leaves modules and choose the option “Scheduler”.
- [Supplier Invoices](https://documentation.skillsworkflow.com/docs/product/billing-and-costs/billing/supplier-invoices): A Supplier Invoice records an invoice received from a supplier, and can be generated automatically from a Purchase Order.
- [Supplier Notes](https://documentation.skillsworkflow.com/docs/product/billing-and-costs/billing/supplier-notes): A Supplier Note is the credit-note counterpart to a Supplier Invoice, and can be generated automatically from a Purchase Order.
- [Time](https://documentation.skillsworkflow.com/docs/product/time): Recording the hours actually worked, and getting them approved.
- [Time Sheet Approval Levels](https://documentation.skillsworkflow.com/docs/product/time/timesheets/approval-levels): If the approval type is the same for all clients, the timesheet approval type should be selected at the company level.
- [Time Sheet Timer](https://documentation.skillsworkflow.com/docs/product/time/timesheets/timesheet-timer): The Timesheet Timer lets you track the time you spend on a document in real time.
- [Transfer hours between projects or jobs](https://documentation.skillsworkflow.com/docs/product/time/timesheets/transferring-hours): Move selected timesheet entries to another project or job.
- [Using the Feed](https://documentation.skillsworkflow.com/docs/product/files-and-collaboration/feed): Use the Feed to read document context, collaborate with your team, and control what client users can see.
- [Using workspaces](https://documentation.skillsworkflow.com/docs/product/dashboards-and-reporting/using-workspaces): Workspaces are the platform's own reporting and layout surface, reached at the Workspaces menu and available on most documents.
- [Utilization Workspace](https://documentation.skillsworkflow.com/docs/product/dashboards-and-reporting/utilization-dashboard): Project Managers put a lot of effort on resource allocation.
- [What is a Team and what does each Group represent?](https://documentation.skillsworkflow.com/docs/product/people/teams/teams-and-groups): The team is typically comprised by the following groups:
- [Workspaces & Reporting](https://documentation.skillsworkflow.com/docs/product/dashboards-and-reporting): The workspaces that ship with the platform, and what each one reports on.

## Start here

- [Glossary](https://documentation.skillsworkflow.com/docs/start-here/glossary): What each term in Skills Workflow means, how the concepts relate, and which words the interface and the API use for the same thing.
- [Releases](https://documentation.skillsworkflow.com/docs/start-here/releases): Every change shipped in Skills Workflow, grouped by version — improvements, change requests and fixes.