# Leadtime Docs > Guides for planning work, tracking time, and running Leadtime. ## Docs - [Getting Started with Leadtime](https://docs.leadtime.app/): The essential information for getting started with Leadtime. ## Interface and Global Functions - [User Interface](https://docs.leadtime.app/interface/user-interface): An overview of the Leadtime app structure: navigation, header, and main workspace. - [Messaging System](https://docs.leadtime.app/interface/messaging): Use Leadtime notifications to stay informed about events and activity in the app. - [Command Console](https://docs.leadtime.app/interface/command-console): Search Leadtime globally and run common actions from the Command Console. - [Display Mode (Light / Dark Mode)](https://docs.leadtime.app/interface/appearance): Switch between light and dark layouts or follow your operating system setting. - [Language Settings](https://docs.leadtime.app/interface/language): Change the interface language and maintain custom elements in German and English. - [The Text Editor](https://docs.leadtime.app/interface/text-editor): Use the block-based editor to create structured text with media, lists, and AI assistance. - [AI Text Assistant](https://docs.leadtime.app/interface/ai-text-assistant): Create, revise, and standardize text with the AI Text Assistant. ## Leadtime Onboarding - [Onboarding Overview](https://docs.leadtime.app/onboarding/overview): The overview page with the onboarding videos ## Dashboard - [Dashboard](https://docs.leadtime.app/dashboard): Build a flexible home page with widgets for tasks, time, calendars, and analytics. ## Team Calendar - [Team Calendar](https://docs.leadtime.app/team-calendar): View attendance, vacation, and sick leave in one calendar with direct access to employee details. ## Your Company - [Your Company](https://docs.leadtime.app/company): Maintain your company's legal and administrative master data. - [Teams](https://docs.leadtime.app/company/teams): Group employees for project access and structured reporting. - [Time-entry Data](https://docs.leadtime.app/company/time-entries): Review and manage every time entry in the Workspace, including filters, totals, and manual entries. - [Internal Projects](https://docs.leadtime.app/company/internal-projects): Understand internal and external projects and use them for accurate time tracking and reporting. ### Employees - [Employees](https://docs.leadtime.app/company/employees): Use the team list to manage employees and open their details. - [Employee Basic Information](https://docs.leadtime.app/company/employees/basic-information): Manage personal details, access, teams, contract terms, working time, salary, banking, and insurance data. - [Employee Time Tracking](https://docs.leadtime.app/company/employees/time-tracking): Review the working time recorded by an employee. - [Employee Vacation](https://docs.leadtime.app/company/employees/vacation): Review an employee's used, planned, and remaining vacation days. - [Employee Sick Leave](https://docs.leadtime.app/company/employees/sick-leave): Review an employee's previous sick-leave periods, comments, and medical certificates. - [Employee Overtime](https://docs.leadtime.app/company/employees/overtime): Manage, analyze, and compensate an employee's overtime. - [Salary](https://docs.leadtime.app/company/employees/salary): Track salary development, planned adjustments, and bonuses and compare compensation across the team. - [Journal](https://docs.leadtime.app/company/employees/journal): Document conversations, feedback, and objectives throughout an employee's development. - [Calendar Sync](https://docs.leadtime.app/company/employees/calendar-sync): Manage an employee's ICS subscription and import external busy time for pipeline planning. ### Leave Management - [Leave Management](https://docs.leadtime.app/company/leave-management): Manage the complete vacation process transparently, from requests to balances and approvals. - [Leave Accounts](https://docs.leadtime.app/company/leave-management/leave-accounts): Plan vacation entitlement and retain a traceable history of every adjustment. - [Request and Approve Vacation](https://docs.leadtime.app/company/leave-management/requests): Submit vacation requests and let managers approve or reject them with capacity context. - [Vacation Compensation](https://docs.leadtime.app/company/leave-management/compensation): Carry over, deduct, or add vacation days with a transparent adjustment history. ## Organizations - [Create Organizations](https://docs.leadtime.app/organizations/organisationen-anlegen): The organizations section is used to manage all external business partners your company has contact with – like customers, suppliers, partners, or competitors. - [List and Detail View](https://docs.leadtime.app/organizations/organisationen-listen-und-detailansicht): The list and detail view in the Organizations section lets you centrally manage external business partners – including contacts, projects, and legal information. - [Members](https://docs.leadtime.app/organizations/organisationen-mitglieder): The members section in Leadtime is used to manage external contacts, including access rights, contact details, and personality traits. You can also quickly generate a letter for a contact from the system. - [Basic Settings](https://docs.leadtime.app/organizations/organisation-grundeinstellungen): This is where you manage all master data, contact details, and legal information for an organization. The settings only apply to this organization and can override general workspace standards. - [Guest access](https://docs.leadtime.app/organizations/organisation-guest-access): Explain guest users for an organization, brand the Home welcome banner, and set a guest accent color. - [Billing Settings](https://docs.leadtime.app/organizations/organisation-abrechnungseinstellungen): In the invoice settings, you define individual payment terms, dunning rules, and text templates for an organization. These override the workspace defaults and let you customize invoice and dunning texts. - [Document Settings](https://docs.leadtime.app/organizations/organisation-dokumenteneinstellungen): Controls layout and recipients of project documents per organization – independent of the global workspace defaults. - [Helpdesk](https://docs.leadtime.app/organizations/organisation-helpdesk): Controls how support emails are converted into tickets for each organization and handled with automatic replies. - [Letters](https://docs.leadtime.app/organizations/organisationen-briefe): Create and manage formal letters directly in Leadtime – centralized, traceable, and organization-related. - [Projects](https://docs.leadtime.app/organizations/organisationen-projekte): In the "Projects" tab of an organization, you can see all linked projects with their key figures. ## Contacts - [Address Book](https://docs.leadtime.app/contacts/adressbuch): Management, filtering, and synchronization of all internal and external contacts with CardDAV and vCard support. ## Sales - [Sales Opportunities](https://docs.leadtime.app/sales/verkaufschancen): Manage leads, sales stages, and contacts in one place – with a Kanban board, journal, and custom fields. - [Estimates](https://docs.leadtime.app/sales/angebote): Keep track of active project estimates and pending express quotes in a list or Kanban board. ## Projects - [Projects](https://docs.leadtime.app/projects/projects): Central list view for managing, filtering, and controlling all active and archived projects. Create new projects - [Overview Tab](https://docs.leadtime.app/projects/overview-tab): The project overview shows the status, effort, progress, and basic information of a project at a glance. - [Rider Journal](https://docs.leadtime.app/projects/journal-tab): The journal documents important project events, feedback, and moods in chronological order for transparent progress tracking. - [Documents Tab (Single Projects Only)](https://docs.leadtime.app/projects/documents-tab): The documents section creates, versions, and exports project-related quotes, specifications, and contract documents based on dynamic templates. - [Big Picture Tab](https://docs.leadtime.app/projects/big-picture-tab): The Big Picture shows all project tasks visually grouped and lets you quickly assess status, effort, and bottlenecks. - [Time Tracking Tab](https://docs.leadtime.app/projects/time-effort-tab): The time tracking section shows all project-related time entries in a table, grouped by days and with editing functions. - [Uploads Tab](https://docs.leadtime.app/projects/uploads-tab): The Uploads area manages project-related files centrally, with categories, search, and editing features for organized storage. - [Project documentation](https://docs.leadtime.app/projects/documentation-tab): Keep project knowledge in pages and folders, export it as PDF, or ask Leadtime Agent to help maintain it. - [Project Structure](https://docs.leadtime.app/projects/project-structure): Leadtime structures company activities into internal and external projects – and these again into ongoing projects and single projects - [Transition from the project to long-term support](https://docs.leadtime.app/projects/transition-to-long-term-support): How to seamlessly move into ongoing customer support after settling a project ### Tasks - [Benefits of a ticket-based workflow](https://docs.leadtime.app/projects/tasks/ticket-based-workflow): Without a ticket system, everyday business turns into chaos. Leadtime makes work visible, plannable, and documented – with built-in structure, time tracking, and stacks for focused, interruption-free work. - [List views and Kanban boards](https://docs.leadtime.app/projects/tasks/list-and-kanban-views): Tasks can be displayed, customized, and saved as a list or Kanban board for better organization and transparency. - [Create task](https://docs.leadtime.app/projects/tasks/create-task): How to add new tasks (tickets) in Leadtime - [Edit tasks](https://docs.leadtime.app/projects/tasks/edit-tasks): Guide to editing, commenting, delegating, and tracking tickets in read mode in Leadtime. - [Estimate working time](https://docs.leadtime.app/projects/tasks/estimate-work-time): Compares estimated and booked time, shows progress, and warns if workload or deadline is exceeded. - [Public View on Tasks](https://docs.leadtime.app/projects/tasks/public-task-view): Enables clear separation of internal and external communication in projects with guest users. - [Subtasks](https://docs.leadtime.app/projects/tasks/subtasks): Lets you break down complex tasks into smaller units that are clearly assigned and easier to track. - [Task blocking](https://docs.leadtime.app/projects/tasks/task-blocking): Mark one task as blocked by another, see the Blocked badge, and keep parent links in the same Relationships section. - [Task participants](https://docs.leadtime.app/projects/tasks/task-participants): Participants of a task are notified about all updates - [Tags in tasks](https://docs.leadtime.app/projects/tasks/task-tags): Tags in Leadtime let you organize, visually mark, and filter tasks, projects, and offers across projects by topics or processes. #### Express Quotes - [Express Deals](https://docs.leadtime.app/projects/tasks/express-quotes/express-quotes): Lets you create a complete, legally compliant offer with price, text, and shipping option directly from a ticket. - [Add products to tickets](https://docs.leadtime.app/projects/tasks/express-quotes/add-products-to-tasks): Explains how to add products from the catalog to a ticket and transfer them to quick quotes, including selecting variants and calculating prices. ### Project Planning - [Project Planning](https://docs.leadtime.app/projects/planning/project-planning): Defines the structure, content and prices of an individual project, forms the basis for offers, implementation and billing with versioning. - [Overview](https://docs.leadtime.app/projects/planning/overview): The overview shows all price-relevant project components and enables discounts, manual positions and offer versions. - [Products](https://docs.leadtime.app/projects/planning/products): Add, configure and version-manage products to the project, including variants, time periods and price structures. - [Project Tree](https://docs.leadtime.app/projects/planning/project-tree): The project tree controls the structure, requirements and effort of a project and creates production-ready tasks from them. - [Project Progress](https://docs.leadtime.app/projects/planning/project-progress) - [Version Management](https://docs.leadtime.app/projects/planning/version-management): Clearly saves project statuses, enables comparison, traceability and consistent offer and billing documents. - [Working with Change Requests](https://docs.leadtime.app/projects/planning/change-requests): How subsequently added change requests are billed with Leadtime ### Project Workshops - [Planning and Implementing Projects with Leadtime (Workshop Part 1)](https://docs.leadtime.app/projects/workshops/planning-and-implementation): The workshop guides you through the setup, offer, implementation and billing of an individual project - consistent and versioned. - [The Project Template Used (Workshop Part 2)](https://docs.leadtime.app/projects/workshops/project-template): The OnePage Website component standardizes website projects, records requirements dynamically and generates effort, offers and tickets automatically. - [Creating a Project (Workshop Part 3)](https://docs.leadtime.app/projects/workshops/create-project): A new customer project is created, structured and prepared with responsibilities, options and access rights for later configuration. - [Configuring a Project with Components (Workshop Part 4)](https://docs.leadtime.app/projects/workshops/configure-with-components): Import a project component, answer form-based questions, and activate dynamic work packages to define the exact project scope and generate actionable tasks from it. - [Adding Products to Projects (Workshop Part 5)](https://docs.leadtime.app/projects/workshops/add-products): Allows the addition of standardized, separately billable additional services to a project with variant and subscription management. - [Automatic Effort Calculation (Workshop Part 6)](https://docs.leadtime.app/projects/workshops/automatic-effort-calculation): Automatically calculates the project effort from work packages and dynamic information and uses this to generate a comprehensible project price. - [Creating Quote Versions (Workshop Part 7)](https://docs.leadtime.app/projects/workshops/quote-versions): Create different offer variants based on saved versions to transparently offer optional project services. - [Manual Items and Discounts (Workshop Part 8)](https://docs.leadtime.app/projects/workshops/manual-items-and-discounts): Supplement offers with manual items and discounts to reflect individual customer requirements in a flexible and understandable way. - [Generating a Requirements Specification (Workshop Part 9)](https://docs.leadtime.app/projects/workshops/generate-requirements-specification) - [Creating a Project Contract (Workshop Part 10)](https://docs.leadtime.app/projects/workshops/create-project-contract): Create project-related contracts as DOCX with variables and conditions based on a saved project version. - [Communicating the Project Timeline (Workshop Part 11)](https://docs.leadtime.app/projects/workshops/communicate-project-timeline): Create flexible project schedules with clear milestones based on efforts, priorities and buffer times. - [Work Packages, Tasks, and Operational Implementation (Workshop Part 12)](https://docs.leadtime.app/projects/workshops/work-packages-and-tasks): Convert work packages into tickets, assign tasks and control progress centrally in the implementation overview. - [Assigning Tasks to the Team (Workshop Part 13)](https://docs.leadtime.app/projects/workshops/assign-tasks-to-team): Plan tickets based on real capacities, identify bottlenecks early and reliably manage deadlines during the course of the project. - [Acceptance Tests and Integrated Test Case Management (Workshop Part 14)](https://docs.leadtime.app/projects/workshops/acceptance-tests): Acceptance tests examine delivered services in a structured manner and document test results in a comprehensible manner before go-live. - [Invoicing a Completed Project (Workshop Part 15)](https://docs.leadtime.app/projects/workshops/invoice-completed-project): A project is billed by setting the project status to Billing and selecting a project version as the basis. ### Project Settings - [General Settings](https://docs.leadtime.app/projects/settings/general-settings): Configure basic project settings for status, types, access, task options and optional additional fields. - [Guest access](https://docs.leadtime.app/projects/settings/guest-access): Control whether organization members can open this project and which documentation pages they can read. - [Document Settings](https://docs.leadtime.app/projects/settings/document-settings): Configure project-specific formatting options and contact persons for automatically generated documents. - [General Billing Settings](https://docs.leadtime.app/projects/settings/general-billing-settings): Defines basic rules, recipients and project versions for billing a project in Leadtime. - [Subscription Billing](https://docs.leadtime.app/projects/settings/subscription-billing): Manage recurring fees in the project, including fixed-price and unit subscriptions as well as automatically generated product subscriptions - ideal for SaaS. - [Advance Payments](https://docs.leadtime.app/projects/settings/advance-payments): Records prepaid amounts for a project and automatically deducts them from the final billing. - [Custom Fields](https://docs.leadtime.app/projects/settings/custom-fields): Project-level custom fields appear in a separate submenu in the project settings ## Planning - [Planning Tools](https://docs.leadtime.app/planning/planning-tools): An overview of the various tools for capacity planning and prioritization in the system. - [All Tasks](https://docs.leadtime.app/planning/all-tasks): Cross-project task overview for filtering, prioritizing and controlling all tickets in the workspace. - [Big Picture](https://docs.leadtime.app/planning/big-picture): The Big Picture visualizes tasks by type, status and priority, enabling quick, clear project planning with minimal coordination effort. - [Pools](https://docs.leadtime.app/planning/pools): The pool view shows all tasks of a responsible person across projects in order to centrally control priorities and prepare planning efficiently. - [Stacks](https://docs.leadtime.app/planning/stacks): The stack view shows each specialist's personal weekly plan. It automatically follows the order from the pipeline planning and supports focused, trouble-free processing of tasks. ## Billing - [Billing in Project-Based Service Companies](https://docs.leadtime.app/billing/billing-in-project-based-services): Billing in project-based companies is complex, error-prone and directly affects liquidity. Leadtime automatically links services and billing, reduces delays and noticeably improves receipt of payments. - [Support Contingents](https://docs.leadtime.app/billing/support-contingents): Set up retainer plans for support projects, assign tasks and bill for hours used. ### Invoice Review - [Invoicing Tickets](https://docs.leadtime.app/billing/invoice-review/invoice-tickets): Closed tickets are checked, adjusted and finally invoiced via invoice verification. - [Invoicing Products](https://docs.leadtime.app/billing/invoice-review/invoice-products): The article describes how standardized products and subscriptions are recorded in Leadtime, assigned to projects or tickets and then billed automatically via invoice verification. - [Invoicing Projects](https://docs.leadtime.app/billing/invoice-review/invoice-projects): The article explains how you can invoice completed projects in Leadtime during invoice verification, which service types are automatically included in the project invoice, which invoice types can arise and how you check, supplement and finally approve them. - [Invoicing Express Quotes](https://docs.leadtime.app/billing/invoice-review/invoice-express-quotes): The article explains how you can offer smaller, short-term customer requests via express offers directly from tickets, have them approved and then bill them efficiently in invoice verification. - [Invoicing Manual Items](https://docs.leadtime.app/billing/invoice-review/invoice-manual-items): Manual positions enable the billing of external costs and flat rates outside of the automatic system logic. ### Receivables - [The Process](https://docs.leadtime.app/billing/receivables/receivables-process): In Leadtime, invoices go through clearly defined statuses from checking to payment, reminder or cancellation. - [New](https://docs.leadtime.app/billing/receivables/new): In the “New” tab you manage all invoices that have been generated but not yet sent – ​​including shipping, checking and actions. - [Overdue](https://docs.leadtime.app/billing/receivables/overdue): Monitor overdue invoices, send reminders and manage payment deadlines - completely in the receivables area. - [Paid](https://docs.leadtime.app/billing/receivables/paid): Displays paid invoices, archives payment details and provides correction functions such as cancellation or payment reversal. - [Cancelled](https://docs.leadtime.app/billing/receivables/cancelled): Shows canceled invoices, creates credit memos and returns service items to invoice verification for re-billing. ## Insights - [Project Insights](https://docs.leadtime.app/insights/project-insights): Analyzes project times, tasks and user activities in Leadtime. Display as a time series or overall view with flexible filters and diagrams. - [Workload Insights](https://docs.leadtime.app/insights/workload-insights): Shows current or temporal developments of open tickets. Helps to identify bottlenecks and overloads at an early stage and to manage projects efficiently. - [Employee Insights](https://docs.leadtime.app/insights/employee-insights): Analyzes time bookings of employees and teams. Shows project shares, added value and billable time in comparison or as an overall overview. - [Sales Insights](https://docs.leadtime.app/insights/sales-insights): Sales Insights is the central analysis tool for evaluating, structuring and forecasting your sales. - [Goal Insights](https://docs.leadtime.app/insights/goal-insights): With Goal Insights you can examine how effectively employees or teams use their time. You can see how much working time can be billed, which value groups are being worked on and where there is potential for improvement ## Time Tracking - [About Time Tracking](https://docs.leadtime.app/time-tracking/about-time-tracking): Why consistent time tracking is essential for businesses. - [Value Groups](https://docs.leadtime.app/time-tracking/value-groups): Productivity, capacity and their connection to time recording. - [Attendance Tracking (Clocking In and Out)](https://docs.leadtime.app/time-tracking/attendance-tracking): Recording and managing attendance times through manual or automatic clocking in and out, including team overview and daily statistics. - [Booking Time on Projects and Tasks](https://docs.leadtime.app/time-tracking/booking-time-on-projects-and-tasks): Retroactive booking of working time on projects and tasks - [The Time Tracker](https://docs.leadtime.app/time-tracking/time-tracker): The time tracker enables real-time measurement of working hours directly in the header area of the application. - [Time Booking Goals](https://docs.leadtime.app/time-tracking/time-booking-goals): The time statistics show daily progress on three levels (attendance, documentation, billing) and promote transparent, goal-oriented time recording. - [Monitoring Team Time Tracking](https://docs.leadtime.app/time-tracking/monitor-team-time): Keep track of all employees’ time with the team calendar. - [Checking Time Tracked on a Ticket](https://docs.leadtime.app/time-tracking/check-ticket-time): The ticket time statistics in Leadtime shows all booked hours in relation to planning, including filter and correction options. - [Checking an Employee's Time Tracking](https://docs.leadtime.app/time-tracking/check-employee-time): Leadtime offers a detailed time tracking overview in the employee profile with filter, total and comparison functions for precise performance analyses. ## Administration - [Role and Permission Management](https://docs.leadtime.app/administration/roles-and-permissions): Role and permission management in Leadtime lets you precisely control access rights. Through inheritance, custom roles, and special guest permissions, admins can decide exactly who can see and edit what in the workspace. - [Product Catalog](https://docs.leadtime.app/administration/product-catalog): The product catalog in Leadtime is used for the central management of all standardizable services and products of a company - [Document Templates](https://docs.leadtime.app/administration/document-templates): Standardization of documents that can be automated with the Leadtime platform. - [Data Imports](https://docs.leadtime.app/administration/data-imports): Import data from external systems - [Documentation activity](https://docs.leadtime.app/administration/documentation-activity): Review project documentation changes across your workspace - [Agents](https://docs.leadtime.app/administration/agents): Create and manage agents that chat, take tasks, run automations, or call Leadtime through API tokens and MCP. ### Workspace Settings - [General Settings](https://docs.leadtime.app/administration/workspace-settings/general-settings): Various general settings for your workspace - [Subscription](https://docs.leadtime.app/administration/workspace-settings/subscription): How the subscription works - [Appearance](https://docs.leadtime.app/administration/workspace-settings/appearance): Here you change the color scheme and the logo for the workspace - [Billing](https://docs.leadtime.app/administration/workspace-settings/billing): Workspace-wide settings for invoices and reminders generated with Leadtime - [Documents](https://docs.leadtime.app/administration/workspace-settings/documents): Here you can modify the appearance of the documents generated by Leadtime - [VAT](https://docs.leadtime.app/administration/workspace-settings/vat): In this area you can make adjustments to the VAT rate used by the system - [Custom Symbols](https://docs.leadtime.app/administration/workspace-settings/custom-symbols): Leadtime lets you use your own symbols (emojis) in the application's interfaces - [Holidays](https://docs.leadtime.app/administration/workspace-settings/holidays): Here you can set which regional holiday rules the system should use - [Product Settings](https://docs.leadtime.app/administration/workspace-settings/product-settings): Manage the categories of your product catalog - [Project settings](https://docs.leadtime.app/administration/workspace-settings/project-settings): In the project settings, you define how projects are structured in Leadtime – from categories and phases all the way to statuses and custom fields. All elements can be created in two languages and individually tailored to your company’s processes. - [E-Mail Accounts](https://docs.leadtime.app/administration/workspace-settings/email-accounts): In this section, you set up the email accounts that Leadtime uses to send, receive messages, and handle helpdesk requests. Connections to Google, Microsoft 365, or IMAP accounts can be tested and managed here. - [Helpdesk](https://docs.leadtime.app/administration/workspace-settings/helpdesk): With the organization-specific helpdesk settings, you can set different rules, projects, and mailboxes for individual customers or partners. This way, you get your own helpdesk structures that work independently from the central workspace helpdesk. ### Project Templates - [Project components](https://docs.leadtime.app/administration/project-templates/project-components): Project components standardize recurring project types and combine requirements management, calculation, and execution in a single workflow. - [Create a new component](https://docs.leadtime.app/administration/project-templates/create-component): The two views of the Component Library and how to create a new component - [The building blocks of project components](https://docs.leadtime.app/administration/project-templates/component-building-blocks): How to create Epics, work packages, checklists, and acceptance tests - [Conditions in Work Packages](https://docs.leadtime.app/administration/project-templates/work-package-conditions): Conditions control which elements of a project component are visible or active. They link questions, to-dos, or test cases to enable dynamic, context-dependent project structures. - [How project efforts are calculated](https://docs.leadtime.app/administration/project-templates/project-effort-calculation): A project's effort is calculated from the individual effort of its work packages and the customer-specific requirements stored in them. - [Internal Notes](https://docs.leadtime.app/administration/project-templates/internal-notes): Internal notes provide the team with implementation instructions and make it easier to move from planning to execution. - [Use of Tags in Project Components](https://docs.leadtime.app/administration/project-templates/tags-in-project-components): Tags are inherited automatically throughout the component structure, enabling clear organization across projects. - [Link work packages](https://docs.leadtime.app/administration/project-templates/link-work-packages): Links make dependencies between work packages visible and clarify sequencing, responsibilities, and collaboration. #### Project Component Workshops - [Standardizing website projects](https://docs.leadtime.app/administration/project-templates/workshops/standardize-website-projects): A step-by-step workshop for designing a component for website development projects using the WordPress CMS - [Standardizing trade show preparation](https://docs.leadtime.app/administration/project-templates/workshops/standardize-trade-show-preparation): Sample workshop for creating a project component for a trade show appearance - [Standardize the onboarding process for a CRM system](https://docs.leadtime.app/administration/project-templates/workshops/standardize-crm-onboarding): Example workshop for creating a project component for an onboarding project ### Your Account - [Guest User](https://docs.leadtime.app/administration/your-account/guest-users): Guest users offer a safe and simple way to include external people in selected projects while keeping internal workspace data private. ### Task Settings - [Ticket System Configuration](https://docs.leadtime.app/administration/task-settings/ticket-system-configuration): This article gives an overview of all customization options in task customizing. - [Individual task statuses](https://docs.leadtime.app/administration/task-settings/custom-task-statuses): Create and customize individual task statuses to match workflows and ticket phases exactly to internal processes. - [Individual work activities](https://docs.leadtime.app/administration/task-settings/custom-work-activities): Work activities define types of tasks for precise time tracking and flexible, useful resource recording. - [Custom Fields](https://docs.leadtime.app/administration/task-settings/custom-fields): Custom fields capture project-specific data and add structured, multilingual input fields to tasks. - [Custom task types](https://docs.leadtime.app/administration/task-settings/custom-task-types): Task types structure workflows, bundle fields and statuses, and define how tasks are created and handled. - [Task Templates](https://docs.leadtime.app/administration/task-settings/task-templates): Task templates structure descriptions and make ticket creation consistent, complete, and save you time. ## Objects - [Objects](https://docs.leadtime.app/objects/objekte): Manage long-lived objects, organize them by type, and connect them to projects and tasks. - [Detail View](https://docs.leadtime.app/objects/objekte-detailansicht): See object details, review history, manage files, and work with linked tasks from one place. - [In Organizations and Projects](https://docs.leadtime.app/objects/objekte-in-organisationen-und-projekten): See, create, assign, and unlink objects directly inside organization and project detail views. - [Object Types](https://docs.leadtime.app/objects/objekttypen): Define object types, statuses, and custom fields so your team can manage different kinds of objects consistently. ## Profile - [Account](https://docs.leadtime.app/profile/account): Manage the fundamental settings of your user account. - [Personal Data](https://docs.leadtime.app/profile/personal-data): Keep your own contact, address, signature, and bank details current. - [Vacation](https://docs.leadtime.app/profile/vacation): Request vacation and review your leave balance, status, adjustments, and history. - [Sick Leave](https://docs.leadtime.app/profile/sick-leave): Review previous sick leave and submit a new report with an optional medical certificate. - [Overtime](https://docs.leadtime.app/profile/overtime): Review your overtime account and its payouts, leave conversions, and other adjustments. - [Journal](https://docs.leadtime.app/profile/journal): Document personal notes, feedback, and agreements and communicate with your manager. - [Personal Access Tokens](https://docs.leadtime.app/profile/personal-access-tokens): Create and manage personal tokens for API authentication. - [MCP](https://docs.leadtime.app/profile/mcp): Connect Leadtime to MCP clients, or use site tools when the app is already open. - [Calendar Sync](https://docs.leadtime.app/profile/calendar-sync): Subscribe to your Leadtime plan through ICS and import external busy time without storing event titles. ## Automations - [Automations](https://docs.leadtime.app/automations/automatisierungen): Let the AI agent handle recurring tasks — on a schedule, on events, or via webhook. ## Form Library - [Overview](https://docs.leadtime.app/form-library/formularbibliothek-uberblick): What the Form Library does, where templates live, and how tasks use attached forms. - [Manage Form Templates](https://docs.leadtime.app/form-library/formularvorlagen-verwalten): Create categories, templates, and fields in workspace settings. - [Forms on Tasks](https://docs.leadtime.app/form-library/formulare-am-task): Attach forms to tasks, fill them from the sidebar or inline blocks, and respect permissions and billing. ## Agents - [Use API Tokens as an Agent](https://docs.leadtime.app/agents/api-tokens-als-agent-nutzen): Create agent personal access tokens for scripts, automations, and company-level integrations. - [Connect OpenClaw](https://docs.leadtime.app/agents/openclaw-verbinden): Install the Leadtime OpenClaw plugin with a one-time setup code. - [Self-hosted Agents](https://docs.leadtime.app/agents/self-hosted-agents): Connect your own agent runtime to Leadtime with agent tokens, signed webhooks, session reporting APIs, and example OpenClaw/Hermes integrations. - [OpenClaw Plugin](https://docs.leadtime.app/agents/openclaw-plugin): Use the Leadtime OpenClaw plugin to connect one or more Leadtime agents to an existing OpenClaw gateway. - [Cursor Cloud Agents](https://docs.leadtime.app/agents/cursor-cloud-agents): Connect Cursor Cloud to Leadtime agents and assign project tasks to a cloud coding agent. - [Claude Agents](https://docs.leadtime.app/agents/claude-agents): Configure Claude Agents with reusable Anthropic API keys, managed or existing Claude resources, skills, MCP tools, GitHub repositories, models, and project overrides. - [Hermes Helper](https://docs.leadtime.app/agents/hermes-helfer): Use a setup code to connect a Leadtime self-hosted agent to a Hermes Agent runtime. ## Support conversations - [Support conversations](https://docs.leadtime.app/support): Contact the Leadtime team, share useful context, and follow every reply in one private conversation. ## Api Reference - [Leadtime Public API](https://docs.leadtime.app/api-reference) ### account - [Cancel vacation request](https://docs.leadtime.app/api-reference/account/accountcontroller-cancelvacation) - [Create journal entry](https://docs.leadtime.app/api-reference/account/accountcontroller-createjournal) - [Create new time tracker](https://docs.leadtime.app/api-reference/account/timetrackercontroller-create) - [Delete journal entry](https://docs.leadtime.app/api-reference/account/accountcontroller-deletejournal) - [Delete sick days record](https://docs.leadtime.app/api-reference/account/accountcontroller-deletesickness) - [Delete time tracker](https://docs.leadtime.app/api-reference/account/timetrackercontroller-delete) - [Get current user information](https://docs.leadtime.app/api-reference/account/accountcontroller-info) - [Get employee bank account information](https://docs.leadtime.app/api-reference/account/accountcontroller-getbankdata) - [Get employee profile data](https://docs.leadtime.app/api-reference/account/accountcontroller-employeedata) - [Get future vacation requests](https://docs.leadtime.app/api-reference/account/accountcontroller-getfuturevacations) - [Get journal entries](https://docs.leadtime.app/api-reference/account/accountcontroller-getjournal) - [Get list of favorites](https://docs.leadtime.app/api-reference/account/favoritescontroller-list) - [Get organization member profile data](https://docs.leadtime.app/api-reference/account/accountcontroller-getorgmemberdata) - [Get overtime compensation history](https://docs.leadtime.app/api-reference/account/accountcontroller-getovertimecompensationhistory) - [Get overtime statistics](https://docs.leadtime.app/api-reference/account/accountcontroller-getovertimestats) - [Get sick days history](https://docs.leadtime.app/api-reference/account/accountcontroller-getsickdays) - [Get single time tracker](https://docs.leadtime.app/api-reference/account/timetrackercontroller-getone) - [Get user notifications](https://docs.leadtime.app/api-reference/account/accountcontroller-getnotifications) - [Get vacation compensation history](https://docs.leadtime.app/api-reference/account/accountcontroller-getvacationcompensation) - [Get vacation request history](https://docs.leadtime.app/api-reference/account/accountcontroller-getvacationhistory) - [Get vacation statistics](https://docs.leadtime.app/api-reference/account/accountcontroller-getvacationstats) - [List all time trackers](https://docs.leadtime.app/api-reference/account/timetrackercontroller-list) - [Mark all notifications as read](https://docs.leadtime.app/api-reference/account/accountcontroller-markallnotificationsasread) - [Mark notification as read](https://docs.leadtime.app/api-reference/account/accountcontroller-marknotificationasread) - [Partially update journal entry](https://docs.leadtime.app/api-reference/account/accountcontroller-patchjournal) - [Pause running time tracker](https://docs.leadtime.app/api-reference/account/timetrackercontroller-pause) - [Request sick days](https://docs.leadtime.app/api-reference/account/accountcontroller-requestsickness) - [Request vacation](https://docs.leadtime.app/api-reference/account/accountcontroller-requestvacation) - [Resume paused time tracker](https://docs.leadtime.app/api-reference/account/timetrackercontroller-resume) - [Toggle favorite on/off](https://docs.leadtime.app/api-reference/account/favoritescontroller-toggle) - [Update email notification preferences](https://docs.leadtime.app/api-reference/account/accountcontroller-updateemailnotifications) - [Update employee bank account information](https://docs.leadtime.app/api-reference/account/accountcontroller-updatebankdata) - [Update employee profile data](https://docs.leadtime.app/api-reference/account/accountcontroller-updateemployeedata) - [Update existing time tracker](https://docs.leadtime.app/api-reference/account/timetrackercontroller-update) - [Update journal entry](https://docs.leadtime.app/api-reference/account/accountcontroller-updatejournal) - [Update navigation animation preference](https://docs.leadtime.app/api-reference/account/accountcontroller-updatenavigationanimations) - [Update organization member profile data](https://docs.leadtime.app/api-reference/account/accountcontroller-updateorgmemberdata) - [Update preferred language](https://docs.leadtime.app/api-reference/account/accountcontroller-updatelanguage) - [Update sick days record](https://docs.leadtime.app/api-reference/account/accountcontroller-updatesickness) - [Update vacation request](https://docs.leadtime.app/api-reference/account/accountcontroller-updatevacation) - [Update workspace color preference](https://docs.leadtime.app/api-reference/account/accountcontroller-updateworkspacecolor) ### administration - [Create a new component item (Epic, Work Package, Todo List, or Test Suite)](https://docs.leadtime.app/api-reference/administration/componentlibrarycontroller-createitem) - [Create a new component library component](https://docs.leadtime.app/api-reference/administration/componentlibrarycontroller-createcomponent) - [Create a new test case (acceptance test step) for a library component item](https://docs.leadtime.app/api-reference/administration/componentlibrarycontroller-createtestcase) - [Create a new todo (checklist item) for a library component item](https://docs.leadtime.app/api-reference/administration/componentlibrarycontroller-createtodo) - [Create custom icon](https://docs.leadtime.app/api-reference/administration/customiconscontroller-createcustomicon) - [Create document template](https://docs.leadtime.app/api-reference/administration/documenttemplatescontroller-createdocumenttemplate) - [Create form category](https://docs.leadtime.app/api-reference/administration/formtemplatescontroller-createformcategory) - [Create form template](https://docs.leadtime.app/api-reference/administration/formtemplatescontroller-createformtemplate) - [Create form template field](https://docs.leadtime.app/api-reference/administration/formtemplatescontroller-createformtemplatefield) - [Create IMAP email account](https://docs.leadtime.app/api-reference/administration/emailaccountscontroller-createemailaccount) - [Create object custom field (admin)](https://docs.leadtime.app/api-reference/administration/objectcustomfieldscontroller-create) - [Create or update a question for a library component item](https://docs.leadtime.app/api-reference/administration/componentitemquestionscontroller-createorupdatequestion) - [Create or update task status](https://docs.leadtime.app/api-reference/administration/tasksettingscontroller-savetaskstatus) - [Create or update work activity](https://docs.leadtime.app/api-reference/administration/tasksettingscontroller-saveworkactivity) - [Create organization custom field](https://docs.leadtime.app/api-reference/administration/organizationsettingscontroller-createorganizationcustomfield) - [Create product](https://docs.leadtime.app/api-reference/administration/productcatalogcontroller-createproduct) - [Create product category](https://docs.leadtime.app/api-reference/administration/productcategoriescontroller-createproductcategory) - [Create project category](https://docs.leadtime.app/api-reference/administration/projectsettingscontroller-createprojectcategory) - [Create project custom field](https://docs.leadtime.app/api-reference/administration/projectsettingscontroller-createprojectcustomfield) - [Create project phase](https://docs.leadtime.app/api-reference/administration/projectsettingscontroller-createprojectphase) - [Create project status](https://docs.leadtime.app/api-reference/administration/projectsettingscontroller-createprojectstatus) - [Create role](https://docs.leadtime.app/api-reference/administration/rolescontroller-createrole) - [Create support contingent](https://docs.leadtime.app/api-reference/administration/projectsettingscontroller-createsupportcontingent) - [Create task custom field](https://docs.leadtime.app/api-reference/administration/tasksettingscontroller-createtaskcustomfield) - [Create task type](https://docs.leadtime.app/api-reference/administration/tasksettingscontroller-createtasktype) - [Create VAT rate](https://docs.leadtime.app/api-reference/administration/vatratescontroller-createvatrate) - [Delete (soft delete) a component library component](https://docs.leadtime.app/api-reference/administration/componentlibrarycontroller-deletecomponent) - [Delete (soft delete) a component library item](https://docs.leadtime.app/api-reference/administration/componentlibrarycontroller-deleteitem) - [Delete a question from a library component item](https://docs.leadtime.app/api-reference/administration/componentitemquestionscontroller-deletequestion) - [Delete a testcase (soft delete)](https://docs.leadtime.app/api-reference/administration/componentlibrarycontroller-deletetestcase) - [Delete a todo (soft delete)](https://docs.leadtime.app/api-reference/administration/componentlibrarycontroller-deletetodo) - [Delete custom icon](https://docs.leadtime.app/api-reference/administration/customiconscontroller-deletecustomicon) - [Delete document template](https://docs.leadtime.app/api-reference/administration/documenttemplatescontroller-deletedocumenttemplate) - [Delete email account](https://docs.leadtime.app/api-reference/administration/emailaccountscontroller-deleteemailaccount) - [Delete form category](https://docs.leadtime.app/api-reference/administration/formtemplatescontroller-deleteformcategory) - [Delete form template](https://docs.leadtime.app/api-reference/administration/formtemplatescontroller-deleteformtemplate) - [Delete form template field](https://docs.leadtime.app/api-reference/administration/formtemplatescontroller-deleteformtemplatefield) - [Delete object custom field (admin)](https://docs.leadtime.app/api-reference/administration/objectcustomfieldscontroller-remove) - [Delete organization custom field](https://docs.leadtime.app/api-reference/administration/organizationsettingscontroller-deleteorganizationcustomfield) - [Delete product](https://docs.leadtime.app/api-reference/administration/productcatalogcontroller-deleteproduct) - [Delete product category](https://docs.leadtime.app/api-reference/administration/productcategoriescontroller-deleteproductcategory) - [Delete project category](https://docs.leadtime.app/api-reference/administration/projectsettingscontroller-deleteprojectcategory) - [Delete project custom field](https://docs.leadtime.app/api-reference/administration/projectsettingscontroller-deleteprojectcustomfield) - [Delete project phase](https://docs.leadtime.app/api-reference/administration/projectsettingscontroller-deleteprojectphase) - [Delete project status](https://docs.leadtime.app/api-reference/administration/projectsettingscontroller-deleteprojectstatus) - [Delete role](https://docs.leadtime.app/api-reference/administration/rolescontroller-deleterole) - [Delete support contingent](https://docs.leadtime.app/api-reference/administration/projectsettingscontroller-deletesupportcontingent) - [Delete task custom field](https://docs.leadtime.app/api-reference/administration/tasksettingscontroller-deletetaskcustomfield) - [Delete task status](https://docs.leadtime.app/api-reference/administration/tasksettingscontroller-deletetaskstatus) - [Delete task type](https://docs.leadtime.app/api-reference/administration/tasksettingscontroller-deletetasktype) - [Delete VAT rate](https://docs.leadtime.app/api-reference/administration/vatratescontroller-deletevatrate) - [Delete work activity](https://docs.leadtime.app/api-reference/administration/tasksettingscontroller-deleteworkactivity) - [Duplicate a component within the library](https://docs.leadtime.app/api-reference/administration/componentlibrarycontroller-duplicatecomponent) - [Get company settings](https://docs.leadtime.app/api-reference/administration/companysettingscontroller-getcompanysettings) - [Get component library component details](https://docs.leadtime.app/api-reference/administration/componentlibrarycontroller-getcomponentdetails) - [Get component library item details](https://docs.leadtime.app/api-reference/administration/componentlibrarycontroller-getitemdetails) - [Get component library tree structure](https://docs.leadtime.app/api-reference/administration/componentlibrarycontroller-getlibrarytree) - [Get document settings](https://docs.leadtime.app/api-reference/administration/documentsettingscontroller-getdocumentsettings) - [Get document template details](https://docs.leadtime.app/api-reference/administration/documenttemplatescontroller-getdocumenttemplate) - [Get email account details](https://docs.leadtime.app/api-reference/administration/emailaccountscontroller-getemailaccount) - [Get form template with fields](https://docs.leadtime.app/api-reference/administration/formtemplatescontroller-getformtemplate) - [Get product category details](https://docs.leadtime.app/api-reference/administration/productcategoriescontroller-getproductcategory) - [Get product details](https://docs.leadtime.app/api-reference/administration/productcatalogcontroller-getproductdetails) - [Get project category details](https://docs.leadtime.app/api-reference/administration/projectsettingscontroller-getprojectcategory) - [Get project phase details](https://docs.leadtime.app/api-reference/administration/projectsettingscontroller-getprojectphase) - [Get project status details](https://docs.leadtime.app/api-reference/administration/projectsettingscontroller-getprojectstatus) - [Get role details](https://docs.leadtime.app/api-reference/administration/rolescontroller-getroledetails) - [Get task auto-generation settings](https://docs.leadtime.app/api-reference/administration/tasksettingscontroller-gettasksettings) - [Get task custom fields](https://docs.leadtime.app/api-reference/administration/tasksettingscontroller-gettaskcustomfields) - [Get task statuses](https://docs.leadtime.app/api-reference/administration/tasksettingscontroller-gettaskstatuses) - [Get task types](https://docs.leadtime.app/api-reference/administration/tasksettingscontroller-gettasktypes) - [Get work activities](https://docs.leadtime.app/api-reference/administration/tasksettingscontroller-getworkactivities) - [Get workspace appearance settings](https://docs.leadtime.app/api-reference/administration/appearancesettingscontroller-getappearancesettings) - [Get workspace basic settings](https://docs.leadtime.app/api-reference/administration/basicsettingscontroller-getbasicsettings) - [Get workspace subscription and billing status](https://docs.leadtime.app/api-reference/administration/subscriptionstatuscontroller-getsubscriptionstatus) - [List all object custom field definitions (admin)](https://docs.leadtime.app/api-reference/administration/objectcustomfieldscontroller-list) - [List all VAT rates](https://docs.leadtime.app/api-reference/administration/vatratescontroller-listvatrates) - [List available permissions](https://docs.leadtime.app/api-reference/administration/rolescontroller-listpermissions) - [List custom icons](https://docs.leadtime.app/api-reference/administration/customiconscontroller-getcustomicons) - [List document templates](https://docs.leadtime.app/api-reference/administration/documenttemplatescontroller-listdocumenttemplates) - [List email accounts](https://docs.leadtime.app/api-reference/administration/emailaccountscontroller-listemailaccounts) - [List fields for a form template](https://docs.leadtime.app/api-reference/administration/formtemplatescontroller-getformtemplatefields) - [List form categories](https://docs.leadtime.app/api-reference/administration/formtemplatescontroller-getformcategories) - [List form categories and templates (read-only, for attaching forms to tasks)](https://docs.leadtime.app/api-reference/administration/formtemplatescontroller-getformtemplatesavailable) - [List form templates](https://docs.leadtime.app/api-reference/administration/formtemplatescontroller-getformtemplates) - [List organization custom fields](https://docs.leadtime.app/api-reference/administration/organizationsettingscontroller-getorganizationcustomfields) - [List product catalog](https://docs.leadtime.app/api-reference/administration/productcatalogcontroller-listproductcatalog) - [List product categories](https://docs.leadtime.app/api-reference/administration/productcategoriescontroller-getproductcategories) - [List project categories](https://docs.leadtime.app/api-reference/administration/projectsettingscontroller-getprojectcategories) - [List project custom fields](https://docs.leadtime.app/api-reference/administration/projectsettingscontroller-getprojectcustomfields) - [List project phases](https://docs.leadtime.app/api-reference/administration/projectsettingscontroller-getprojectphases) - [List project statuses](https://docs.leadtime.app/api-reference/administration/projectsettingscontroller-getprojectstatuses) - [List roles](https://docs.leadtime.app/api-reference/administration/rolescontroller-listroles) - [List support contingents for a project](https://docs.leadtime.app/api-reference/administration/projectsettingscontroller-getsupportcontingents) - [Look up permission definitions for the authenticated caller](https://docs.leadtime.app/api-reference/administration/rolescontroller-listpermissiondefinitions) - [Move/reorder items in component library tree](https://docs.leadtime.app/api-reference/administration/componentlibrarycontroller-savecomponentssort) - [Partially update a component library component](https://docs.leadtime.app/api-reference/administration/componentlibrarycontroller-patchcomponent) - [Partially update a component library item](https://docs.leadtime.app/api-reference/administration/componentlibrarycontroller-patchitem) - [Partially update a question for a library component item](https://docs.leadtime.app/api-reference/administration/componentitemquestionscontroller-updatequestion) - [Partially update document template](https://docs.leadtime.app/api-reference/administration/documenttemplatescontroller-patchdocumenttemplate) - [Partially update IMAP email account](https://docs.leadtime.app/api-reference/administration/emailaccountscontroller-patchemailaccount) - [Partially update product](https://docs.leadtime.app/api-reference/administration/productcatalogcontroller-patchproduct) - [Partially update product category](https://docs.leadtime.app/api-reference/administration/productcategoriescontroller-patchproductcategory) - [Partially update project category](https://docs.leadtime.app/api-reference/administration/projectsettingscontroller-patchprojectcategory) - [Partially update project phase](https://docs.leadtime.app/api-reference/administration/projectsettingscontroller-patchprojectphase) - [Partially update project status](https://docs.leadtime.app/api-reference/administration/projectsettingscontroller-patchprojectstatus) - [Partially update role](https://docs.leadtime.app/api-reference/administration/rolescontroller-patchrole) - [Partially update support contingent](https://docs.leadtime.app/api-reference/administration/projectsettingscontroller-patchsupportcontingent) - [Partially update task status](https://docs.leadtime.app/api-reference/administration/tasksettingscontroller-patchtaskstatus) - [Partially update task type](https://docs.leadtime.app/api-reference/administration/tasksettingscontroller-patchtasktype) - [Recalculate all estimates for a library component](https://docs.leadtime.app/api-reference/administration/componentlibrarycontroller-recalculatecomponentestimates) - [Reorder fields on a form template](https://docs.leadtime.app/api-reference/administration/formtemplatescontroller-sortformtemplatefields) - [Reorder form categories](https://docs.leadtime.app/api-reference/administration/formtemplatescontroller-sortformcategories) - [Reorder form templates](https://docs.leadtime.app/api-reference/administration/formtemplatescontroller-sortformtemplates) - [Reorder object custom fields for an object type (admin)](https://docs.leadtime.app/api-reference/administration/objectcustomfieldscontroller-savecustomfieldsort) - [Reorder organization custom fields](https://docs.leadtime.app/api-reference/administration/organizationsettingscontroller-sortorganizationcustomfields) - [Reorder product categories](https://docs.leadtime.app/api-reference/administration/productcategoriescontroller-sortproductcategories) - [Reorder project categories](https://docs.leadtime.app/api-reference/administration/projectsettingscontroller-sortprojectcategories) - [Reorder project custom fields](https://docs.leadtime.app/api-reference/administration/projectsettingscontroller-sortprojectcustomfields) - [Reorder project phases](https://docs.leadtime.app/api-reference/administration/projectsettingscontroller-sortprojectphases) - [Reorder project statuses](https://docs.leadtime.app/api-reference/administration/projectsettingscontroller-sortprojectstatuses) - [Reorder questions within a library component item](https://docs.leadtime.app/api-reference/administration/componentitemquestionscontroller-sortquestions) - [Reorder task custom fields](https://docs.leadtime.app/api-reference/administration/tasksettingscontroller-sorttaskcustomfields) - [Reorder task statuses](https://docs.leadtime.app/api-reference/administration/tasksettingscontroller-sorttaskstatuses) - [Reorder task types](https://docs.leadtime.app/api-reference/administration/tasksettingscontroller-sorttasktypes) - [Reorder testcases within an item](https://docs.leadtime.app/api-reference/administration/componentlibrarycontroller-sorttestcases) - [Reorder todos within an item](https://docs.leadtime.app/api-reference/administration/componentlibrarycontroller-sorttodos) - [Reorder work activities](https://docs.leadtime.app/api-reference/administration/tasksettingscontroller-sortworkactivities) - [Replace role permissions](https://docs.leadtime.app/api-reference/administration/rolescontroller-replacepermissions) - [Restore default product categories](https://docs.leadtime.app/api-reference/administration/productcategoriescontroller-restoreproductcategoriesdefaults) - [Restore default project settings](https://docs.leadtime.app/api-reference/administration/projectsettingscontroller-restoreprojectsettingsdefaults) - [Restore default task settings](https://docs.leadtime.app/api-reference/administration/tasksettingscontroller-restoredefaults) - [Test email receiving](https://docs.leadtime.app/api-reference/administration/emailaccountscontroller-testemailreceiving) - [Test email sending](https://docs.leadtime.app/api-reference/administration/emailaccountscontroller-testemailsending) - [Toggle single permission](https://docs.leadtime.app/api-reference/administration/rolescontroller-togglepermission) - [Update an existing testcase](https://docs.leadtime.app/api-reference/administration/componentlibrarycontroller-updatetestcase) - [Update an existing todo](https://docs.leadtime.app/api-reference/administration/componentlibrarycontroller-updatetodo) - [Update company settings](https://docs.leadtime.app/api-reference/administration/companysettingscontroller-patchcompanysettings) - [Update custom icon](https://docs.leadtime.app/api-reference/administration/customiconscontroller-updatecustomicon) - [Update document settings](https://docs.leadtime.app/api-reference/administration/documentsettingscontroller-updatedocumentsettings) - [Update document template](https://docs.leadtime.app/api-reference/administration/documenttemplatescontroller-updatedocumenttemplate) - [Update form category](https://docs.leadtime.app/api-reference/administration/formtemplatescontroller-updateformcategory) - [Update form template](https://docs.leadtime.app/api-reference/administration/formtemplatescontroller-updateformtemplate) - [Update form template field](https://docs.leadtime.app/api-reference/administration/formtemplatescontroller-updateformtemplatefield) - [Update IMAP email account](https://docs.leadtime.app/api-reference/administration/emailaccountscontroller-updateemailaccount) - [Update object custom field (admin)](https://docs.leadtime.app/api-reference/administration/objectcustomfieldscontroller-update) - [Update organization custom field](https://docs.leadtime.app/api-reference/administration/organizationsettingscontroller-updateorganizationcustomfield) - [Update product](https://docs.leadtime.app/api-reference/administration/productcatalogcontroller-updateproduct) - [Update product category](https://docs.leadtime.app/api-reference/administration/productcategoriescontroller-updateproductcategory) - [Update project category](https://docs.leadtime.app/api-reference/administration/projectsettingscontroller-updateprojectcategory) - [Update project custom field](https://docs.leadtime.app/api-reference/administration/projectsettingscontroller-updateprojectcustomfield) - [Update project phase](https://docs.leadtime.app/api-reference/administration/projectsettingscontroller-updateprojectphase) - [Update project status](https://docs.leadtime.app/api-reference/administration/projectsettingscontroller-updateprojectstatus) - [Update role](https://docs.leadtime.app/api-reference/administration/rolescontroller-updaterole) - [Update support contingent](https://docs.leadtime.app/api-reference/administration/projectsettingscontroller-updatesupportcontingent) - [Update task auto-generation settings](https://docs.leadtime.app/api-reference/administration/tasksettingscontroller-updatetasksettings) - [Update task custom field](https://docs.leadtime.app/api-reference/administration/tasksettingscontroller-updatetaskcustomfield) - [Update task status](https://docs.leadtime.app/api-reference/administration/tasksettingscontroller-updatetaskstatus) - [Update task type](https://docs.leadtime.app/api-reference/administration/tasksettingscontroller-updatetasktype) - [Update VAT rate](https://docs.leadtime.app/api-reference/administration/vatratescontroller-updatevatrate) - [Update work activity](https://docs.leadtime.app/api-reference/administration/tasksettingscontroller-updateworkactivity) - [Update workspace appearance settings](https://docs.leadtime.app/api-reference/administration/appearancesettingscontroller-updateappearancesettings) - [Update workspace basic settings](https://docs.leadtime.app/api-reference/administration/basicsettingscontroller-patchbasicsettings) ### agent-chats - [Delete an agent chat](https://docs.leadtime.app/api-reference/agent-chats/agentchatscontroller-deletechat) - [Get agent chat details](https://docs.leadtime.app/api-reference/agent-chats/agentchatscontroller-getchat) - [List agent chats](https://docs.leadtime.app/api-reference/agent-chats/agentchatscontroller-list) - [Pin or unpin an agent chat](https://docs.leadtime.app/api-reference/agent-chats/agentchatscontroller-pinchat) - [Rename an agent chat](https://docs.leadtime.app/api-reference/agent-chats/agentchatscontroller-renamechat) ### agent-connectors - [Claim a one-time agent connector setup token](https://docs.leadtime.app/api-reference/agent-connectors/agentconnectorscontroller-claim) ### agent-sessions - [Append activity to an agent session](https://docs.leadtime.app/api-reference/agent-sessions/agentsessionscontroller-appendactivity) - [Get agent session context for a self-hosted wrapper](https://docs.leadtime.app/api-reference/agent-sessions/agentsessionscontroller-getcontext) - [Get an agent session](https://docs.leadtime.app/api-reference/agent-sessions/agentsessionscontroller-getsession) - [Get diagnostic details for an agent session](https://docs.leadtime.app/api-reference/agent-sessions/agentsessionscontroller-getdiagnostics) - [Get sanitized agent session transcript](https://docs.leadtime.app/api-reference/agent-sessions/agentsessionscontroller-gettranscript) - [List agent session activities](https://docs.leadtime.app/api-reference/agent-sessions/agentsessionscontroller-listactivities) - [List agent session webhook deliveries](https://docs.leadtime.app/api-reference/agent-sessions/agentsessionscontroller-listwebhookdeliveries) - [List agent sessions for a task](https://docs.leadtime.app/api-reference/agent-sessions/taskagentsessionscontroller-listtasksessions) - [Update agent session status](https://docs.leadtime.app/api-reference/agent-sessions/agentsessionscontroller-updatestatus) ### agents - [Archive a workspace custom agent skill](https://docs.leadtime.app/api-reference/agents/agentscontroller-archiveworkspaceskill) - [Create a GitHub App installation URL for Claude Managed GitHub access](https://docs.leadtime.app/api-reference/agents/agentscontroller-getclaudegithubinstallurl) - [Create a one-time connector setup token for an agent](https://docs.leadtime.app/api-reference/agents/agentscontroller-createconnectorsetuptoken) - [Create a personal access token for an agent](https://docs.leadtime.app/api-reference/agents/agentscontroller-createpattoken) - [Create a saved hosted-agent provider API key](https://docs.leadtime.app/api-reference/agents/agentscontroller-createproviderapikey) - [Create a workspace custom agent skill](https://docs.leadtime.app/api-reference/agents/agentscontroller-createworkspaceskill) - [Create an agent](https://docs.leadtime.app/api-reference/agents/agentscontroller-create) - [Create an OAuth connect URL for a Claude Managed custom MCP server](https://docs.leadtime.app/api-reference/agents/agentscontroller-getclaudemanagedmcpoauthconnecturl) - [Create an OAuth connect URL for a native custom-agent MCP connection](https://docs.leadtime.app/api-reference/agents/agentscontroller-getnativemcpoauthconnecturl) - [Create or update a native custom-agent MCP connection](https://docs.leadtime.app/api-reference/agents/agentscontroller-savenativemcpconnection) - [Delete a native custom-agent MCP connection](https://docs.leadtime.app/api-reference/agents/agentscontroller-deletenativemcpconnection) - [Delete a saved hosted-agent provider API key](https://docs.leadtime.app/api-reference/agents/agentscontroller-deleteproviderapikey) - [Delete an agent](https://docs.leadtime.app/api-reference/agents/agentscontroller-delete) - [Disconnect GitHub from a Claude Managed agent](https://docs.leadtime.app/api-reference/agents/agentscontroller-disconnectclaudegithub) - [Disconnect native custom-agent MCP credentials](https://docs.leadtime.app/api-reference/agents/agentscontroller-disconnectnativemcpconnection) - [Enable or disable an agent](https://docs.leadtime.app/api-reference/agents/agentscontroller-setstatus) - [Enable or disable the self-hosted agent connection](https://docs.leadtime.app/api-reference/agents/agentscontroller-setselfhostedenabled) - [Get agent details](https://docs.leadtime.app/api-reference/agents/agentscontroller-get) - [Get Claude Managed Agent settings for an agent](https://docs.leadtime.app/api-reference/agents/agentscontroller-getclaude) - [Get Cursor Cloud settings for an agent](https://docs.leadtime.app/api-reference/agents/agentscontroller-getcursor) - [Get Devin settings for an agent](https://docs.leadtime.app/api-reference/agents/agentscontroller-getdevin) - [Get native custom-agent settings for an agent](https://docs.leadtime.app/api-reference/agents/agentscontroller-getnative) - [Get selected agent settings](https://docs.leadtime.app/api-reference/agents/agentscontroller-getagentsettings) - [Get self-hosted agent settings](https://docs.leadtime.app/api-reference/agents/agentscontroller-getselfhosted) - [List agents](https://docs.leadtime.app/api-reference/agents/agentscontroller-list) - [List Anthropic and workspace agent skills for Claude configuration](https://docs.leadtime.app/api-reference/agents/agentscontroller-listclaudeskillcatalog) - [List app chats with an agent](https://docs.leadtime.app/api-reference/agents/agentscontroller-listagentchats) - [List native Leadtime agent models](https://docs.leadtime.app/api-reference/agents/agentscontroller-listnativemodels) - [List personal access tokens for an agent](https://docs.leadtime.app/api-reference/agents/agentscontroller-listpattokens) - [List project-level hosted-agent overrides](https://docs.leadtime.app/api-reference/agents/agentscontroller-listprojectagentprovidersettings) - [List saved hosted-agent provider API keys](https://docs.leadtime.app/api-reference/agents/agentscontroller-listproviderapikeys) - [List sessions for an agent](https://docs.leadtime.app/api-reference/agents/agentscontroller-listagentruns) - [List workspace custom agent skills](https://docs.leadtime.app/api-reference/agents/agentscontroller-listworkspaceskills) - [Refresh Claude agents, environments, vaults, and models for an agent](https://docs.leadtime.app/api-reference/agents/agentscontroller-refreshclauderesources) - [Refresh Claude model choices for an agent](https://docs.leadtime.app/api-reference/agents/agentscontroller-refreshclaudemodels) - [Refresh Cursor Cloud model choices for an agent](https://docs.leadtime.app/api-reference/agents/agentscontroller-refreshcursormodels) - [Refresh Cursor Cloud repository choices for an agent](https://docs.leadtime.app/api-reference/agents/agentscontroller-refreshcursorrepositories) - [Refresh Devin repository choices for an agent](https://docs.leadtime.app/api-reference/agents/agentscontroller-refreshdevinrepositories) - [Refresh GitHub repositories available to a Claude Managed agent](https://docs.leadtime.app/api-reference/agents/agentscontroller-refreshclaudegithubrepositories) - [Revoke a personal access token for an agent](https://docs.leadtime.app/api-reference/agents/agentscontroller-revokepattoken) - [Rotate the self-hosted agent webhook secret](https://docs.leadtime.app/api-reference/agents/agentscontroller-rotateselfhostedwebhooksecret) - [Save Claude Managed Agent settings for an agent](https://docs.leadtime.app/api-reference/agents/agentscontroller-saveclaude) - [Save Cursor Cloud settings for an agent](https://docs.leadtime.app/api-reference/agents/agentscontroller-savecursor) - [Save Devin settings for an agent](https://docs.leadtime.app/api-reference/agents/agentscontroller-savedevin) - [Save native custom-agent settings for an agent](https://docs.leadtime.app/api-reference/agents/agentscontroller-savenative) - [Save project-level hosted-agent overrides](https://docs.leadtime.app/api-reference/agents/agentscontroller-saveprojectagentprovidersettings) - [Save self-hosted agent settings](https://docs.leadtime.app/api-reference/agents/agentscontroller-saveselfhosted) - [Set agent connection provider](https://docs.leadtime.app/api-reference/agents/agentscontroller-setconnectionprovider) - [Update a workspace custom agent skill](https://docs.leadtime.app/api-reference/agents/agentscontroller-updateworkspaceskill) - [Update an agent](https://docs.leadtime.app/api-reference/agents/agentscontroller-update) - [Validate Claude Managed Agent credentials](https://docs.leadtime.app/api-reference/agents/agentscontroller-validateclaude) - [Validate Cursor Cloud credentials](https://docs.leadtime.app/api-reference/agents/agentscontroller-validatecursor) - [Validate Devin credentials](https://docs.leadtime.app/api-reference/agents/agentscontroller-validatedevin) - [Validate resolved project-level hosted-agent settings](https://docs.leadtime.app/api-reference/agents/agentscontroller-validateprojectagentprovidersettings) ### attendance - [Create or update attendance record](https://docs.leadtime.app/api-reference/attendance/attendancecontroller-createorupdate) - [Delete attendance record](https://docs.leadtime.app/api-reference/attendance/attendancecontroller-delete) ### automations - [Create automation](https://docs.leadtime.app/api-reference/automations/automationscontroller-createautomation) - [Create test run](https://docs.leadtime.app/api-reference/automations/automationscontroller-testrun) - [Delete automation](https://docs.leadtime.app/api-reference/automations/automationscontroller-deleteautomation) - [Get automation details](https://docs.leadtime.app/api-reference/automations/automationscontroller-getautomation) - [Get automation run details](https://docs.leadtime.app/api-reference/automations/automationscontroller-getautomationrun) - [List automation runs](https://docs.leadtime.app/api-reference/automations/automationscontroller-listautomationruns) - [List automations](https://docs.leadtime.app/api-reference/automations/automationscontroller-listautomations) - [Trigger automation via webhook](https://docs.leadtime.app/api-reference/automations/automationwebhooks-handlewebhook) - [Update automation](https://docs.leadtime.app/api-reference/automations/automationscontroller-updateautomation) ### billing - [Add manual position to potential invoice](https://docs.leadtime.app/api-reference/billing/potentialinvoicescontroller-addmanualposition) - [Change subscription quantity in potential invoice](https://docs.leadtime.app/api-reference/billing/potentialinvoicescontroller-changequantity) - [Create a new invoice](https://docs.leadtime.app/api-reference/billing/invoicescontroller-createinvoice) - [Delete an invoice](https://docs.leadtime.app/api-reference/billing/invoicescontroller-deleteinvoice) - [Delete manual position from potential invoice](https://docs.leadtime.app/api-reference/billing/potentialinvoicescontroller-deletemanualposition) - [Get available contacts for potential invoice](https://docs.leadtime.app/api-reference/billing/potentialinvoicescontroller-getinvoicecontacts) - [Get canceled invoices grid](https://docs.leadtime.app/api-reference/billing/invoicescontroller-getcanceledinvoices) - [Get default invoice texts](https://docs.leadtime.app/api-reference/billing/invoicescontroller-getdefaultinvoicetexts) - [Get invoice contacts for a project](https://docs.leadtime.app/api-reference/billing/invoicescontroller-getinvoicecontacts) - [Get invoice details](https://docs.leadtime.app/api-reference/billing/invoicescontroller-getinvoicedetails) - [Get invoice file URL](https://docs.leadtime.app/api-reference/billing/invoicescontroller-getinvoicefileurl) - [Get invoice settings](https://docs.leadtime.app/api-reference/billing/invoicescontroller-getinvoicesettings) - [Get new invoices grid](https://docs.leadtime.app/api-reference/billing/invoicescontroller-getnewinvoices) - [Get overdue invoices grid](https://docs.leadtime.app/api-reference/billing/invoicescontroller-getoverdueinvoices) - [Get paid invoices grid](https://docs.leadtime.app/api-reference/billing/invoicescontroller-getpaidinvoices) - [Get potential invoice details](https://docs.leadtime.app/api-reference/billing/potentialinvoicescontroller-getpotentialinvoicedetails) - [Get potential invoices](https://docs.leadtime.app/api-reference/billing/potentialinvoicescontroller-getpotentialinvoices) - [Mark first reminder as sent](https://docs.leadtime.app/api-reference/billing/invoicescontroller-markfirstreminderassent) - [Mark invoice as paid](https://docs.leadtime.app/api-reference/billing/invoicescontroller-markaspaid) - [Mark invoice as sent](https://docs.leadtime.app/api-reference/billing/invoicescontroller-markassent) - [Mark invoice as unpaid](https://docs.leadtime.app/api-reference/billing/invoicescontroller-markasunpaid) - [Mark second reminder as sent](https://docs.leadtime.app/api-reference/billing/invoicescontroller-marksecondreminderassent) - [Reorder manual positions in potential invoice](https://docs.leadtime.app/api-reference/billing/potentialinvoicescontroller-savemanualpositionssort) - [Reorder subscriptions in potential invoice](https://docs.leadtime.app/api-reference/billing/potentialinvoicescontroller-savesubscriptionsort) - [Reset potential invoice](https://docs.leadtime.app/api-reference/billing/potentialinvoicescontroller-resetpotentialinvoice) - [Send invoice via email](https://docs.leadtime.app/api-reference/billing/invoicescontroller-sendinvoice) - [Set invoice contact ID](https://docs.leadtime.app/api-reference/billing/invoicescontroller-setinvoicecontactid) - [Set task billed time](https://docs.leadtime.app/api-reference/billing/potentialinvoicescontroller-settaskbilledtime) - [Set task billing details](https://docs.leadtime.app/api-reference/billing/potentialinvoicescontroller-settaskdetails) - [Set task skip from billing flag](https://docs.leadtime.app/api-reference/billing/potentialinvoicescontroller-skipfrombilling) - [Toggle task skipped status](https://docs.leadtime.app/api-reference/billing/potentialinvoicescontroller-toggleskippedtask) - [Update invoice settings](https://docs.leadtime.app/api-reference/billing/invoicescontroller-updateinvoicesettings) - [Update manual position in potential invoice](https://docs.leadtime.app/api-reference/billing/potentialinvoicescontroller-updatemanualposition) - [Update potential invoice settings](https://docs.leadtime.app/api-reference/billing/potentialinvoicescontroller-patchpotentialinvoice) ### contacts - [Get contacts grid](https://docs.leadtime.app/api-reference/contacts/contactscontroller-getcontactsgrid) ### employees - [Add external calendar feed for employee](https://docs.leadtime.app/api-reference/employees/employeescontroller-createemployeeexternalcalendarfeed) - [Create employee](https://docs.leadtime.app/api-reference/employees/employeescontroller-createemployee) - [Create employee journal entry](https://docs.leadtime.app/api-reference/employees/employeesjournalcontroller-createemployeejournal) - [Create or update salary entry](https://docs.leadtime.app/api-reference/employees/employeescontroller-createorupdatesalary) - [Create or update vacation days entry](https://docs.leadtime.app/api-reference/employees/employeescontroller-createorupdatevacationdays) - [Create or update weekly working time entry](https://docs.leadtime.app/api-reference/employees/employeescontroller-createorupdateweeklyworkingtime) - [Delete employee](https://docs.leadtime.app/api-reference/employees/employeescontroller-deleteemployee) - [Delete employee journal entry](https://docs.leadtime.app/api-reference/employees/employeesjournalcontroller-deleteemployeejournal) - [Delete salary entry](https://docs.leadtime.app/api-reference/employees/employeescontroller-deletesalary) - [Delete vacation days entry](https://docs.leadtime.app/api-reference/employees/employeescontroller-deletevacationdays) - [Delete weekly working time entry](https://docs.leadtime.app/api-reference/employees/employeescontroller-deleteweeklyworkingtime) - [Get employee calendar export (ICS subscription URL)](https://docs.leadtime.app/api-reference/employees/employeescontroller-getemployeecalendarfeed) - [Get employee details](https://docs.leadtime.app/api-reference/employees/employeescontroller-getemployeedetails) - [Get employee journal entry details](https://docs.leadtime.app/api-reference/employees/employeesjournalcontroller-getemployeejournaldetails) - [Get employees grid](https://docs.leadtime.app/api-reference/employees/employeescontroller-getemployeesgrid) - [List employee external calendar imports](https://docs.leadtime.app/api-reference/employees/employeescontroller-listemployeeexternalcalendarfeeds) - [List employee journal entries](https://docs.leadtime.app/api-reference/employees/employeesjournalcontroller-listemployeejournals) - [Partially update employee journal entry](https://docs.leadtime.app/api-reference/employees/employeesjournalcontroller-patchemployeejournal) - [Regenerate employee calendar export URL](https://docs.leadtime.app/api-reference/employees/employeescontroller-regenerateemployeecalendarfeed) - [Remove employee external calendar feed](https://docs.leadtime.app/api-reference/employees/employeescontroller-deleteemployeeexternalcalendarfeed) - [Sync employee external calendar feed now](https://docs.leadtime.app/api-reference/employees/employeescontroller-syncemployeeexternalcalendarfeed) - [Update employee](https://docs.leadtime.app/api-reference/employees/employeescontroller-updateemployee) - [Update employee external calendar feed](https://docs.leadtime.app/api-reference/employees/employeescontroller-patchemployeeexternalcalendarfeed) ### help-center - [Get help center article content](https://docs.leadtime.app/api-reference/help-center/helpcentercontroller-gethelpcenterarticle) - [Get the help center table of contents](https://docs.leadtime.app/api-reference/help-center/helpcentercontroller-gethelpcentertoc) - [Search help center articles](https://docs.leadtime.app/api-reference/help-center/helpcentercontroller-searchhelpcenter) ### helpdesk - [Disable helpdesk for email account](https://docs.leadtime.app/api-reference/helpdesk/helpdeskcontroller-disablehelpdeskforaccount) - [Enable helpdesk for email account](https://docs.leadtime.app/api-reference/helpdesk/helpdeskcontroller-enablehelpdeskforaccount) - [Get email accounts with helpdesk status](https://docs.leadtime.app/api-reference/helpdesk/helpdeskcontroller-getemailaccounts) - [Get organization helpdesk settings](https://docs.leadtime.app/api-reference/helpdesk/helpdeskcontroller-getorganizationhelpdesksettingsbyid) - [Get organization helpdesk settings (deprecated)](https://docs.leadtime.app/api-reference/helpdesk/helpdeskcontroller-getorganizationhelpdesksettings) - [Get specific email account helpdesk settings](https://docs.leadtime.app/api-reference/helpdesk/helpdeskcontroller-getemailaccountsettings) - [Get workspace helpdesk settings](https://docs.leadtime.app/api-reference/helpdesk/helpdeskcontroller-gethelpdesksettings) - [Update email account helpdesk settings](https://docs.leadtime.app/api-reference/helpdesk/helpdeskcontroller-updateemailaccountsettings) - [Update organization helpdesk settings](https://docs.leadtime.app/api-reference/helpdesk/helpdeskcontroller-updateorganizationhelpdesksettings) - [Update workspace helpdesk settings](https://docs.leadtime.app/api-reference/helpdesk/helpdeskcontroller-updatehelpdesksettings) ### holidays - [Add holiday day](https://docs.leadtime.app/api-reference/holidays/holidayscontroller-createholidayday) - [Create custom holiday year](https://docs.leadtime.app/api-reference/holidays/holidayscontroller-createholidayyear) - [Delete custom holiday year](https://docs.leadtime.app/api-reference/holidays/holidayscontroller-deleteholidayyear) - [Delete holiday day](https://docs.leadtime.app/api-reference/holidays/holidayscontroller-deleteholidayday) - [Get available holiday countries](https://docs.leadtime.app/api-reference/holidays/holidayscontroller-getholidaycountries) - [Get holiday settings](https://docs.leadtime.app/api-reference/holidays/holidayscontroller-getholidaysettings) - [Get holiday year](https://docs.leadtime.app/api-reference/holidays/holidayscontroller-getholidayyear) - [Update holiday day](https://docs.leadtime.app/api-reference/holidays/holidayscontroller-updateholidayday) - [Update holiday settings](https://docs.leadtime.app/api-reference/holidays/holidayscontroller-updateholidaysettings) - [Update holiday year](https://docs.leadtime.app/api-reference/holidays/holidayscontroller-updateholidayyear) ### imports-management - [Execute import and persist data](https://docs.leadtime.app/api-reference/imports-management/importsmanagementcontroller-execute) - [Get import details](https://docs.leadtime.app/api-reference/imports-management/importsmanagementcontroller-getimportdetails) - [Get imports grid](https://docs.leadtime.app/api-reference/imports-management/importsmanagementcontroller-getimportsgrid) - [Preview import results without persisting data](https://docs.leadtime.app/api-reference/imports-management/importsmanagementcontroller-dryrun) - [Update all import mappings in bulk](https://docs.leadtime.app/api-reference/imports-management/importsmanagementcontroller-updatemappings) - [Upload CSV file and generate AI mappings](https://docs.leadtime.app/api-reference/imports-management/importsmanagementcontroller-uploadfile) ### insights - [Get goal insights data in structured JSON format](https://docs.leadtime.app/api-reference/insights/insightscontroller-getgoalchart) - [Get project insights data in structured JSON format](https://docs.leadtime.app/api-reference/insights/insightscontroller-getprojectchart) - [Get staff insights data in structured JSON format](https://docs.leadtime.app/api-reference/insights/insightscontroller-getstaffchart) - [Get turnover insights data in structured JSON format](https://docs.leadtime.app/api-reference/insights/insightscontroller-getturnoverchart) - [Get workload insights data in structured JSON format](https://docs.leadtime.app/api-reference/insights/insightscontroller-getworkloadchart) ### object-types - [Create object status (admin)](https://docs.leadtime.app/api-reference/object-types/objecttypescontroller-createstatus) - [Create object type (admin)](https://docs.leadtime.app/api-reference/object-types/objecttypescontroller-create) - [Delete object status (admin, soft delete)](https://docs.leadtime.app/api-reference/object-types/objecttypescontroller-deletestatus) - [Delete object type (admin, soft delete). Allowed even when object instances exist; instances keep objectTypeId pointing at the soft-deleted type.](https://docs.leadtime.app/api-reference/object-types/objecttypescontroller-remove) - [Get object type with statuses and custom fields (admin)](https://docs.leadtime.app/api-reference/object-types/objecttypescontroller-getone) - [List object types (admin)](https://docs.leadtime.app/api-reference/object-types/objecttypescontroller-list) - [List statuses for an object type (admin)](https://docs.leadtime.app/api-reference/object-types/objecttypescontroller-liststatuses) - [Reorder object types (admin)](https://docs.leadtime.app/api-reference/object-types/objecttypescontroller-saveobjecttypesort) - [Reorder statuses for an object type (admin)](https://docs.leadtime.app/api-reference/object-types/objecttypescontroller-savestatussort) - [Update object status (admin)](https://docs.leadtime.app/api-reference/object-types/objecttypescontroller-updatestatus) - [Update object type (admin)](https://docs.leadtime.app/api-reference/object-types/objecttypescontroller-update) ### objects - [Assign objects to a project](https://docs.leadtime.app/api-reference/objects/objectscontroller-assigntoproject) - [Assign objects to an organization](https://docs.leadtime.app/api-reference/objects/objectscontroller-assigntoorganization) - [Attach a file to an object](https://docs.leadtime.app/api-reference/objects/objectscontroller-attachfile) - [Audit history for an object (paginated, newest first)](https://docs.leadtime.app/api-reference/objects/objectscontroller-historyforobject) - [Create object](https://docs.leadtime.app/api-reference/objects/objectscontroller-create) - [Create object journal entry](https://docs.leadtime.app/api-reference/objects/objectscontroller-createjournal) - [Create or update an object file category](https://docs.leadtime.app/api-reference/objects/objectscontroller-savefilecategory) - [Delete object journal entry (soft delete)](https://docs.leadtime.app/api-reference/objects/objectscontroller-deletejournal) - [Download a file attached to an object](https://docs.leadtime.app/api-reference/objects/objectscontroller-downloadobjectfile) - [Get object by id](https://docs.leadtime.app/api-reference/objects/objectscontroller-getone) - [Get one object journal entry](https://docs.leadtime.app/api-reference/objects/objectscontroller-getjournalentry) - [Link an object to a task](https://docs.leadtime.app/api-reference/objects/objectscontroller-linkobjecttotask) - [Link multiple objects to one task](https://docs.leadtime.app/api-reference/objects/objectscontroller-linkobjectsbatchtotask) - [List files attached to an object](https://docs.leadtime.app/api-reference/objects/objectscontroller-listfiles) - [List journal entries for an object (paginated grid)](https://docs.leadtime.app/api-reference/objects/objectscontroller-listjournal) - [List object file categories (workspace-wide)](https://docs.leadtime.app/api-reference/objects/objectscontroller-listfilecategories) - [List objects (visibility rules apply)](https://docs.leadtime.app/api-reference/objects/objectscontroller-list) - [List tasks linked to an object](https://docs.leadtime.app/api-reference/objects/objectscontroller-tasksforobject) - [Remove an object file attachment](https://docs.leadtime.app/api-reference/objects/objectscontroller-deletefile) - [Remove the link between an object and a task](https://docs.leadtime.app/api-reference/objects/objectscontroller-unlinkobjectfromtask) - [Soft-delete an object file category](https://docs.leadtime.app/api-reference/objects/objectscontroller-deletefilecategory) - [Soft-delete object](https://docs.leadtime.app/api-reference/objects/objectscontroller-remove) - [Unassign an object from its organization](https://docs.leadtime.app/api-reference/objects/objectscontroller-unassignfromorganization) - [Unassign an object from its project](https://docs.leadtime.app/api-reference/objects/objectscontroller-unassignfromproject) - [Update object](https://docs.leadtime.app/api-reference/objects/objectscontroller-update) - [Update object journal entry](https://docs.leadtime.app/api-reference/objects/objectscontroller-patchjournal) ### organizations - [Create organization](https://docs.leadtime.app/api-reference/organizations/organizationscontroller-createorganization) - [Create organization letter](https://docs.leadtime.app/api-reference/organizations/organizationletterscontroller-createorganizationletter) - [Create organization member](https://docs.leadtime.app/api-reference/organizations/organizationmemberscontroller-createorganizationmember) - [Create organization member journal entry](https://docs.leadtime.app/api-reference/organizations/organizationmembersjournalcontroller-creatememberjournal) - [Delete organization](https://docs.leadtime.app/api-reference/organizations/organizationscontroller-deleteorganization) - [Delete organization letter](https://docs.leadtime.app/api-reference/organizations/organizationletterscontroller-deleteorganizationletter) - [Delete organization member](https://docs.leadtime.app/api-reference/organizations/organizationmemberscontroller-deleteorganizationmember) - [Delete organization member journal entry](https://docs.leadtime.app/api-reference/organizations/organizationmembersjournalcontroller-deletememberjournal) - [Get organization details](https://docs.leadtime.app/api-reference/organizations/organizationscontroller-getorganizationdetails) - [Get organization document settings](https://docs.leadtime.app/api-reference/organizations/organizationscontroller-getorganizationdocumentsettings) - [Get organization guest documentation default](https://docs.leadtime.app/api-reference/organizations/organizationscontroller-getorganizationguestaccesssettings) - [Get organization invoice settings](https://docs.leadtime.app/api-reference/organizations/organizationscontroller-getorganizationinvoicesettings) - [Get organization letter details](https://docs.leadtime.app/api-reference/organizations/organizationletterscontroller-getorganizationletterdetails) - [Get organization member details](https://docs.leadtime.app/api-reference/organizations/organizationmemberscontroller-getorganizationmemberdetails) - [Get organization member journal entry details](https://docs.leadtime.app/api-reference/organizations/organizationmembersjournalcontroller-getmemberjournaldetails) - [List objects for an organization](https://docs.leadtime.app/api-reference/organizations/organizationscontroller-listorganizationobjects) - [List organization letters](https://docs.leadtime.app/api-reference/organizations/organizationletterscontroller-listorganizationletters) - [List organization member journal entries](https://docs.leadtime.app/api-reference/organizations/organizationmembersjournalcontroller-listmemberjournals) - [List organization members](https://docs.leadtime.app/api-reference/organizations/organizationmemberscontroller-listorganizationmembers) - [List organizations](https://docs.leadtime.app/api-reference/organizations/organizationscontroller-listorganizations) - [Partially update organization](https://docs.leadtime.app/api-reference/organizations/organizationscontroller-patchorganization) - [Partially update organization letter](https://docs.leadtime.app/api-reference/organizations/organizationletterscontroller-patchorganizationletter) - [Partially update organization member journal entry](https://docs.leadtime.app/api-reference/organizations/organizationmembersjournalcontroller-patchmemberjournal) - [Update organization](https://docs.leadtime.app/api-reference/organizations/organizationscontroller-updateorganization) - [Update organization custom fields](https://docs.leadtime.app/api-reference/organizations/organizationscontroller-updateorganizationcustomfields) - [Update organization document settings](https://docs.leadtime.app/api-reference/organizations/organizationscontroller-updateorganizationdocumentsettings) - [Update organization guest documentation default](https://docs.leadtime.app/api-reference/organizations/organizationscontroller-updateorganizationguestaccesssettings) - [Update organization invoice settings](https://docs.leadtime.app/api-reference/organizations/organizationscontroller-patchorganizationinvoicesettings) - [Update organization member](https://docs.leadtime.app/api-reference/organizations/organizationmemberscontroller-updateorganizationmember) ### projects - [Add a comment to a todo in a project component item](https://docs.leadtime.app/api-reference/projects/projectcomponentscontroller-addtodocomment) - [Answer a question in a project component item](https://docs.leadtime.app/api-reference/projects/projectcomponentscontroller-answerquestion) - [Apply exact HTML edits to one documentation page](https://docs.leadtime.app/api-reference/projects/projectdocumentationcontroller-applyprojectdocumentationhtmledits) - [Connect component item to task](https://docs.leadtime.app/api-reference/projects/projectcomponentscontroller-connectitemtotask) - [Create a new component in a project](https://docs.leadtime.app/api-reference/projects/projectcomponentscontroller-createcomponent) - [Create a new component item (Epic, Work Package, Todo List, or Test Suite)](https://docs.leadtime.app/api-reference/projects/projectcomponentscontroller-createitem) - [Create a new manual position](https://docs.leadtime.app/api-reference/projects/projectmanualpositionscontroller-createmanualposition) - [Create a new project version](https://docs.leadtime.app/api-reference/projects/projectversionscontroller-createversion) - [Create a new question for a component item](https://docs.leadtime.app/api-reference/projects/projectcomponentscontroller-createquestion) - [Create a new test case (acceptance test step) for a component item](https://docs.leadtime.app/api-reference/projects/projectcomponentscontroller-createtestcase) - [Create a new todo (checklist item) for a component item](https://docs.leadtime.app/api-reference/projects/projectcomponentscontroller-createtodo) - [Create a project documentation page or folder](https://docs.leadtime.app/api-reference/projects/projectdocumentationcontroller-createprojectdocumentation) - [Create interim payment](https://docs.leadtime.app/api-reference/projects/projectinterimpaymentscontroller-createinterimpayment) - [Create new document](https://docs.leadtime.app/api-reference/projects/projectdocumentscontroller-createdocument) - [Create project](https://docs.leadtime.app/api-reference/projects/projectscontroller-createproject) - [Create project journal entry](https://docs.leadtime.app/api-reference/projects/projectsjournalcontroller-createprojectjournal) - [Create project subscription billing](https://docs.leadtime.app/api-reference/projects/projectsubscriptionbillingscontroller-createsubscriptionbilling) - [Create project upload](https://docs.leadtime.app/api-reference/projects/projectuploadscontroller-createprojectupload) - [Delete (soft delete) a component in a project](https://docs.leadtime.app/api-reference/projects/projectcomponentscontroller-deletecomponent) - [Delete (soft delete) a test case](https://docs.leadtime.app/api-reference/projects/projectcomponentscontroller-deletetestcase) - [Delete (soft delete) a todo from a component item](https://docs.leadtime.app/api-reference/projects/projectcomponentscontroller-deletetodo) - [Delete a manual position](https://docs.leadtime.app/api-reference/projects/projectmanualpositionscontroller-deletemanualposition) - [Delete a project documentation node](https://docs.leadtime.app/api-reference/projects/projectdocumentationcontroller-deleteprojectdocumentation) - [Delete a question from a project component item](https://docs.leadtime.app/api-reference/projects/projectcomponentscontroller-deletequestion) - [Delete component item](https://docs.leadtime.app/api-reference/projects/projectcomponentscontroller-deleteitem) - [Delete document](https://docs.leadtime.app/api-reference/projects/projectdocumentscontroller-deletedocument) - [Delete interim payment](https://docs.leadtime.app/api-reference/projects/projectinterimpaymentscontroller-deleteinterimpayment) - [Delete product from project](https://docs.leadtime.app/api-reference/projects/projectproductscontroller-deleteproduct) - [Delete project](https://docs.leadtime.app/api-reference/projects/projectscontroller-deleteproject) - [Delete project journal entry](https://docs.leadtime.app/api-reference/projects/projectsjournalcontroller-deleteprojectjournal) - [Delete project subscription billing](https://docs.leadtime.app/api-reference/projects/projectsubscriptionbillingscontroller-deletesubscriptionbilling) - [Delete project upload](https://docs.leadtime.app/api-reference/projects/projectuploadscontroller-deleteprojectupload) - [Disconnect a component item from its associated task(s)](https://docs.leadtime.app/api-reference/projects/projectcomponentscontroller-disconnectitemfromtask) - [Duplicate a component within the same project](https://docs.leadtime.app/api-reference/projects/projectcomponentscontroller-duplicatecomponent) - [Duplicate product](https://docs.leadtime.app/api-reference/projects/projectproductscontroller-duplicateproduct) - [Evaluate a test case](https://docs.leadtime.app/api-reference/projects/projectcomponentscontroller-evaluatetestcase) - [Export a project component to the library](https://docs.leadtime.app/api-reference/projects/projectcomponentscontroller-exportcomponenttolibrary) - [Export project documentation as PDF](https://docs.leadtime.app/api-reference/projects/projectdocumentationcontroller-exportprojectdocumentationpdf) - [Generate tasks from a component item](https://docs.leadtime.app/api-reference/projects/projectcomponentscontroller-generatetasksfromitems) - [Get a compact project documentation tree](https://docs.leadtime.app/api-reference/projects/projectdocumentationcontroller-getprojectdocumentationtree) - [Get active subscriptions for a project](https://docs.leadtime.app/api-reference/projects/projectscontroller-getactivesubscriptions) - [Get available contact persons for document creation](https://docs.leadtime.app/api-reference/projects/projectdocumentscontroller-getcontactpersons) - [Get component tree for a specific project](https://docs.leadtime.app/api-reference/projects/projectcomponentscontroller-getprojecttree) - [Get current project configuration state](https://docs.leadtime.app/api-reference/projects/projectconfigurationstatecontroller-getconfigurationstate) - [Get detailed period-by-period breakdown of support contingents](https://docs.leadtime.app/api-reference/projects/projectscontroller-getsupportcontingentsbreakdown) - [Get document details](https://docs.leadtime.app/api-reference/projects/projectdocumentscontroller-getdocument) - [Get preview formatted offer number for new document](https://docs.leadtime.app/api-reference/projects/projectdocumentscontroller-getpreviewoffernumber) - [Get product details](https://docs.leadtime.app/api-reference/projects/projectproductscontroller-getproductdetails) - [Get products from billing snapshot](https://docs.leadtime.app/api-reference/projects/projectsubscriptionbillingscontroller-getproductsfrombillingsnapshot) - [Get project billing settings](https://docs.leadtime.app/api-reference/projects/projectbillingsettingscontroller-getbillingsettings) - [Get project component details](https://docs.leadtime.app/api-reference/projects/projectcomponentscontroller-getcomponentdetails) - [Get project component item details](https://docs.leadtime.app/api-reference/projects/projectcomponentscontroller-getprojectcomponentitemdetails) - [Get project component overview](https://docs.leadtime.app/api-reference/projects/projectscontroller-getcomponentoverview) - [Get project details](https://docs.leadtime.app/api-reference/projects/projectscontroller-getprojectdetails) - [Get project document settings](https://docs.leadtime.app/api-reference/projects/projectdocumentsettingscontroller-getdocumentsettings) - [Get project documentation page details](https://docs.leadtime.app/api-reference/projects/projectdocumentationcontroller-getprojectdocumentationdetails) - [Get project guest access settings](https://docs.leadtime.app/api-reference/projects/projectguestaccesssettingscontroller-getguestaccesssettings) - [Get project journal entry details](https://docs.leadtime.app/api-reference/projects/projectsjournalcontroller-getprojectjournaldetails) - [Get project upload details](https://docs.leadtime.app/api-reference/projects/projectuploadscontroller-getprojectuploaddetails) - [Get version details](https://docs.leadtime.app/api-reference/projects/projectversionscontroller-getversiondetails) - [Import components from library into project](https://docs.leadtime.app/api-reference/projects/projectcomponentscontroller-importfromlibrary) - [Import product from catalog](https://docs.leadtime.app/api-reference/projects/projectproductscontroller-importproducttoproject) - [List all manual positions for a project](https://docs.leadtime.app/api-reference/projects/projectmanualpositionscontroller-listmanualpositions) - [List all products in a project](https://docs.leadtime.app/api-reference/projects/projectproductscontroller-listproducts) - [List all project categories](https://docs.leadtime.app/api-reference/projects/projectscontroller-listcategories) - [List all project phases](https://docs.leadtime.app/api-reference/projects/projectscontroller-listphases) - [List all project statuses](https://docs.leadtime.app/api-reference/projects/projectscontroller-liststatuses) - [List all versions for a project](https://docs.leadtime.app/api-reference/projects/projectversionscontroller-listversions) - [List documentation page checkpoints](https://docs.leadtime.app/api-reference/projects/projectdocumentationcontroller-listprojectdocumentationcheckpoints) - [List documents for a project](https://docs.leadtime.app/api-reference/projects/projectdocumentscontroller-listdocuments) - [List objects assigned to a project](https://docs.leadtime.app/api-reference/projects/projectscontroller-listprojectobjects) - [List project documentation pages](https://docs.leadtime.app/api-reference/projects/projectdocumentationcontroller-listprojectdocumentation) - [List project interim payments](https://docs.leadtime.app/api-reference/projects/projectinterimpaymentscontroller-listinterimpayments) - [List project journal entries](https://docs.leadtime.app/api-reference/projects/projectsjournalcontroller-listprojectjournals) - [List project subscription billings](https://docs.leadtime.app/api-reference/projects/projectsubscriptionbillingscontroller-listsubscriptionbillings) - [List project uploads](https://docs.leadtime.app/api-reference/projects/projectuploadscontroller-listprojectuploads) - [List projects](https://docs.leadtime.app/api-reference/projects/projectscontroller-listprojects) - [List support contingents with details for a project](https://docs.leadtime.app/api-reference/projects/projectscontroller-getsupportcontingentswithdetails) - [Move a project documentation node](https://docs.leadtime.app/api-reference/projects/projectdocumentationcontroller-moveprojectdocumentationnode) - [Move/reorder items in project component tree](https://docs.leadtime.app/api-reference/projects/projectcomponentscontroller-savecomponentssort) - [Partially update a component item](https://docs.leadtime.app/api-reference/projects/projectcomponentscontroller-patchitem) - [Partially update a project component](https://docs.leadtime.app/api-reference/projects/projectcomponentscontroller-patchcomponent) - [Partially update a project documentation page or folder](https://docs.leadtime.app/api-reference/projects/projectdocumentationcontroller-patchprojectdocumentation) - [Partially update an existing question](https://docs.leadtime.app/api-reference/projects/projectcomponentscontroller-updatequestion) - [Partially update document](https://docs.leadtime.app/api-reference/projects/projectdocumentscontroller-updatedocument) - [Partially update interim payment](https://docs.leadtime.app/api-reference/projects/projectinterimpaymentscontroller-patchinterimpayment) - [Partially update project](https://docs.leadtime.app/api-reference/projects/projectscontroller-patchproject) - [Partially update project journal entry](https://docs.leadtime.app/api-reference/projects/projectsjournalcontroller-patchprojectjournal) - [Partially update project upload](https://docs.leadtime.app/api-reference/projects/projectuploadscontroller-patchprojectupload) - [Preview a documentation page checkpoint](https://docs.leadtime.app/api-reference/projects/projectdocumentationcontroller-getprojectdocumentationcheckpoint) - [Preview project documentation deletion](https://docs.leadtime.app/api-reference/projects/projectdocumentationcontroller-getprojectdocumentationdeletepreview) - [Read complete blocks from one documentation page](https://docs.leadtime.app/api-reference/projects/projectdocumentationcontroller-readprojectdocumentationpartial) - [Recalculate all estimates for a project component](https://docs.leadtime.app/api-reference/projects/projectcomponentscontroller-recalculatecomponentestimates) - [Reorder interim payments](https://docs.leadtime.app/api-reference/projects/projectinterimpaymentscontroller-sortinterimpayments) - [Reorder manual positions](https://docs.leadtime.app/api-reference/projects/projectmanualpositionscontroller-sortmanualpositions) - [Reorder products](https://docs.leadtime.app/api-reference/projects/projectproductscontroller-reorderproducts) - [Reorder questions within a component item](https://docs.leadtime.app/api-reference/projects/projectcomponentscontroller-sortprojectquestions) - [Restore a documentation page checkpoint](https://docs.leadtime.app/api-reference/projects/projectdocumentationcontroller-restoreprojectdocumentationcheckpoint) - [Restore project to a previous version](https://docs.leadtime.app/api-reference/projects/projectversionscontroller-restoreversion) - [Search documentation in one project](https://docs.leadtime.app/api-reference/projects/projectdocumentationcontroller-searchprojectdocumentation) - [Set guest visibility for one documentation page](https://docs.leadtime.app/api-reference/projects/projectdocumentationcontroller-setprojectdocumentationguestvisibility) - [Show or hide a documentation folder and all contents](https://docs.leadtime.app/api-reference/projects/projectdocumentationcontroller-setprojectdocumentationfolderguestvisibility) - [Sort test cases within a component item](https://docs.leadtime.app/api-reference/projects/projectcomponentscontroller-sorttestcases) - [Sort todos within an item](https://docs.leadtime.app/api-reference/projects/projectcomponentscontroller-sorttodos) - [Toggle todo completion status](https://docs.leadtime.app/api-reference/projects/projectcomponentscontroller-toggletodo) - [Update an existing manual position](https://docs.leadtime.app/api-reference/projects/projectmanualpositionscontroller-updatemanualposition) - [Update an existing test case](https://docs.leadtime.app/api-reference/projects/projectcomponentscontroller-updatetestcase) - [Update an existing todo](https://docs.leadtime.app/api-reference/projects/projectcomponentscontroller-updatetodo) - [Update product settings](https://docs.leadtime.app/api-reference/projects/projectproductscontroller-updateproductsettings) - [Update project billing settings](https://docs.leadtime.app/api-reference/projects/projectbillingsettingscontroller-updatebillingsettings) - [Update project document settings](https://docs.leadtime.app/api-reference/projects/projectdocumentsettingscontroller-updatedocumentsettings) - [Update project guest access settings](https://docs.leadtime.app/api-reference/projects/projectguestaccesssettingscontroller-updateguestaccesssettings) - [Update project subscription billing](https://docs.leadtime.app/api-reference/projects/projectsubscriptionbillingscontroller-updatesubscriptionbilling) ### sales - [Get sales estimates grid](https://docs.leadtime.app/api-reference/sales/salesestimatescontroller-getestimatesgrid) - [List sales opportunities](https://docs.leadtime.app/api-reference/sales/salesopportunitiescontroller-listopportunities) ### support - [Get my support ticket](https://docs.leadtime.app/api-reference/support/supportcontroller-get) - [List my support tickets](https://docs.leadtime.app/api-reference/support/supportcontroller-list) - [Open a support ticket](https://docs.leadtime.app/api-reference/support/supportcontroller-create) - [Post a support message](https://docs.leadtime.app/api-reference/support/supportcontroller-postmessage) ### tags - [Create a new tag](https://docs.leadtime.app/api-reference/tags/tagscontroller-create) - [List all tags of specified type](https://docs.leadtime.app/api-reference/tags/tagscontroller-list) - [Soft delete a tag](https://docs.leadtime.app/api-reference/tags/tagscontroller-delete) - [Update an existing tag](https://docs.leadtime.app/api-reference/tags/tagscontroller-save) ### tasks - [Accept quotation](https://docs.leadtime.app/api-reference/tasks/expressquotationscontroller-accept) - [Activate/deactivate pipeline for a week](https://docs.leadtime.app/api-reference/tasks/pipelinecontroller-activatepipeline) - [Add a blocker to a task](https://docs.leadtime.app/api-reference/tasks/taskscontroller-addblockedby) - [Add a subtask to a task](https://docs.leadtime.app/api-reference/tasks/taskscontroller-addsubtask) - [Add a task that this task blocks](https://docs.leadtime.app/api-reference/tasks/taskscontroller-addblocking) - [Add comment to task](https://docs.leadtime.app/api-reference/tasks/taskscontroller-addcomment) - [Attach a form template to a task](https://docs.leadtime.app/api-reference/tasks/taskforminstancescontroller-attach) - [Create a new task](https://docs.leadtime.app/api-reference/tasks/taskscontroller-createtask) - [Create express quotation](https://docs.leadtime.app/api-reference/tasks/expressquotationscontroller-create) - [Delete quotation](https://docs.leadtime.app/api-reference/tasks/expressquotationscontroller-delete) - [Delete task by UUID or shortNumber](https://docs.leadtime.app/api-reference/tasks/taskscontroller-deletetask) - [Delete task comment](https://docs.leadtime.app/api-reference/tasks/taskscontroller-deletetaskcomment) - [Delete task product](https://docs.leadtime.app/api-reference/tasks/taskproductscontroller-deleteproduct) - [Duplicate a task](https://docs.leadtime.app/api-reference/tasks/taskscontroller-duplicatetask) - [Edit a planned task](https://docs.leadtime.app/api-reference/tasks/pipelinecontroller-updatepipelineitem) - [Get big picture data for a project](https://docs.leadtime.app/api-reference/tasks/tasksbigpicturecontroller-getbigpicture) - [Get pipeline data for date range](https://docs.leadtime.app/api-reference/tasks/pipelinecontroller-getpipeline) - [Get pool data for an accountable user](https://docs.leadtime.app/api-reference/tasks/taskspoolcontroller-getpool) - [Get single express quotation](https://docs.leadtime.app/api-reference/tasks/expressquotationscontroller-getbyid) - [Get stack data for a user](https://docs.leadtime.app/api-reference/tasks/tasksstackcontroller-getstack) - [Get task details by UUID or shortNumber](https://docs.leadtime.app/api-reference/tasks/taskscontroller-gettaskdetails) - [Get tasks grid](https://docs.leadtime.app/api-reference/tasks/taskscontroller-getgrid) - [Import product from catalog to task](https://docs.leadtime.app/api-reference/tasks/taskproductscontroller-importproducttotask) - [List all task custom fields](https://docs.leadtime.app/api-reference/tasks/taskscontroller-listtaskcustomfields) - [List all task statuses](https://docs.leadtime.app/api-reference/tasks/taskscontroller-listtaskstatuses) - [List all task types](https://docs.leadtime.app/api-reference/tasks/taskscontroller-listtasktypes) - [List express quotations](https://docs.leadtime.app/api-reference/tasks/expressquotationscontroller-list) - [List form instances on a task](https://docs.leadtime.app/api-reference/tasks/taskforminstancescontroller-list) - [Partially update task product](https://docs.leadtime.app/api-reference/tasks/taskproductscontroller-patchproduct) - [Plan a task (create pipeline item)](https://docs.leadtime.app/api-reference/tasks/pipelinecontroller-createpipelineitem) - [Reject quotation](https://docs.leadtime.app/api-reference/tasks/expressquotationscontroller-reject) - [Remove a blocker from a task](https://docs.leadtime.app/api-reference/tasks/taskscontroller-removeblockedby) - [Remove a form instance from a task](https://docs.leadtime.app/api-reference/tasks/taskforminstancescontroller-remove) - [Remove a planned task](https://docs.leadtime.app/api-reference/tasks/pipelinecontroller-deletepipelineitem) - [Remove a subtask from a task](https://docs.leadtime.app/api-reference/tasks/taskscontroller-removesubtask) - [Reorder task type groups (rows)](https://docs.leadtime.app/api-reference/tasks/tasksbigpicturecontroller-updatebigpicturegrouporder) - [Reorder tasks within a group (task type)](https://docs.leadtime.app/api-reference/tasks/tasksbigpicturecontroller-updatebigpictureorder) - [Send quotation email](https://docs.leadtime.app/api-reference/tasks/expressquotationscontroller-sendemail) - [Stop blocking a task](https://docs.leadtime.app/api-reference/tasks/taskscontroller-removeblocking) - [Update a task](https://docs.leadtime.app/api-reference/tasks/taskscontroller-patchtask) - [Update group/type order within a project in a pool](https://docs.leadtime.app/api-reference/tasks/taskspoolcontroller-updatepoolgrouporder) - [Update project order within a pool](https://docs.leadtime.app/api-reference/tasks/taskspoolcontroller-updatepoolprojectorder) - [Update stored values for a form instance](https://docs.leadtime.app/api-reference/tasks/taskforminstancescontroller-patchvalues) - [Update task comment](https://docs.leadtime.app/api-reference/tasks/taskscontroller-updatetaskcomment) - [Update task order within a pool](https://docs.leadtime.app/api-reference/tasks/taskspoolcontroller-updatepoolorder) - [Update task product settings](https://docs.leadtime.app/api-reference/tasks/taskproductscontroller-updateproductsettings) ### teams - [Create a new team](https://docs.leadtime.app/api-reference/teams/teamscontroller-createteam) - [Delete a team](https://docs.leadtime.app/api-reference/teams/teamscontroller-deleteteam) - [Get team details](https://docs.leadtime.app/api-reference/teams/teamscontroller-getteamdetails) - [List all teams](https://docs.leadtime.app/api-reference/teams/teamscontroller-listteams) - [Partially update a team](https://docs.leadtime.app/api-reference/teams/teamscontroller-patchteam) ### time - [Get time table data for date range](https://docs.leadtime.app/api-reference/time/timetablecontroller-gettimetable) ### timebookings - [Create a new time booking](https://docs.leadtime.app/api-reference/timebookings/timebookingscontroller-createtimebooking) - [Delete a time booking](https://docs.leadtime.app/api-reference/timebookings/timebookingscontroller-deletetimebooking) - [Get time bookings grid](https://docs.leadtime.app/api-reference/timebookings/timebookingscontroller-gettimegrid) - [Update an existing time booking](https://docs.leadtime.app/api-reference/timebookings/timebookingscontroller-updatetimebooking) ### vacations - [Approve a vacation request](https://docs.leadtime.app/api-reference/vacations/vacationscontroller-approvevacation) - [Decline or cancel a vacation request](https://docs.leadtime.app/api-reference/vacations/vacationscontroller-declinevacation) - [Get pending vacation requests](https://docs.leadtime.app/api-reference/vacations/vacationscontroller-getpendingvacations) - [Get upcoming approved vacations](https://docs.leadtime.app/api-reference/vacations/vacationscontroller-getupcomingvacations) - [Get vacation history grid](https://docs.leadtime.app/api-reference/vacations/vacationscontroller-getvacationhistory) ### workspace - [Create or update manual position category](https://docs.leadtime.app/api-reference/workspace/manualpositioncategoriescontroller-createorupdatecategory) - [Delete manual position category](https://docs.leadtime.app/api-reference/workspace/manualpositioncategoriescontroller-deletecategory) - [Download a workspace file](https://docs.leadtime.app/api-reference/workspace/workspacecontroller-downloadfile) - [Get form template with fields](https://docs.leadtime.app/api-reference/workspace/workspacecontroller-getformtemplate) - [Get workspace details](https://docs.leadtime.app/api-reference/workspace/workspacecontroller-details) - [List all catalog products](https://docs.leadtime.app/api-reference/workspace/workspacecontroller-listproducts) - [List all form templates](https://docs.leadtime.app/api-reference/workspace/workspacecontroller-listformtemplates) - [List all manual position categories](https://docs.leadtime.app/api-reference/workspace/manualpositioncategoriescontroller-listcategories) - [List all workspace users](https://docs.leadtime.app/api-reference/workspace/workspacecontroller-listusers) - [Quick search across workspace entities](https://docs.leadtime.app/api-reference/workspace/workspacecontroller-quicksearch) - [Upload file to workspace](https://docs.leadtime.app/api-reference/workspace/workspacecontroller-uploadfile) - [Workspace object settings (read-only)](https://docs.leadtime.app/api-reference/workspace/workspacecontroller-objectsettings) ## Changelog - [Express quotation Accept uses workspace color](https://docs.leadtime.app/changelog/express-quotation-workspace-accent): The public Accept button now uses your workspace accent color. - [Leadtime plugins work across more agent clients](https://docs.leadtime.app/changelog/skills-through-mcp): Leadtime can now supply its workspace guides through the same MCP connection as its tools. - [Task blocking](https://docs.leadtime.app/changelog/task-blocking): Tickets can wait on other tickets. Relationships in the sidebar show parent, blocked by, and is blocking, with a Blocked badge while any blocker is still open. - [Subtasks sit under the description](https://docs.leadtime.app/changelog/subtasks-under-description): Create or connect subtasks in the main task column, with number, title, type, priority, and status on each row. - [Images work across agent models](https://docs.leadtime.app/changelog/images-work-across-agent-models): Ask any Leadtime Agent model to inspect screenshots, documents, charts, and photos. - [Long agent tasks keep their context](https://docs.leadtime.app/changelog/long-agent-tasks-keep-their-context): Leadtime Agent can condense older conversation history and continue the same task reliably. - [Set up your workspace while you learn Leadtime](https://docs.leadtime.app/changelog/progressive-workspace-setup): Leadtime Agent now imports and explains each part of your company as you work through setup. - [Support replies can be drafted with AI](https://docs.leadtime.app/changelog/assisted-support-replies): The Leadtime team can create and refine reply drafts while keeping every send action under human control. - [Talk directly with the Leadtime team](https://docs.leadtime.app/changelog/support-conversations): Keep support questions, replies, screenshots, and files together in private conversations. - [Safer batch actions with Leadtime Agent](https://docs.leadtime.app/changelog/safer-agent-batch-actions): Apply the same change to many matching records with clearer scope checks, error reporting, and verification. - [Read documentation without leaving Leadtime](https://docs.leadtime.app/changelog/documentation-inside-leadtime): Open contextual help articles in Leadtime and keep your current work in view. - [Self-hosted agent setup is safer](https://docs.leadtime.app/changelog/safer-self-hosted-agent-setup): Follow one clear setup path and keep externally configured connection details in sync. - [DeepSeek V4.1 Flash in the agent picker](https://docs.leadtime.app/changelog/deepseek-v4-1-flash-agent-model): Agent chats that pick DeepSeek Flash now use the V4.1 generation. - [In-page motion still plays when page slides are off](https://docs.leadtime.app/changelog/side-menu-expand-animation): Turning Navigation animations off still stops pages from sliding. Other motion in the app, including the left menu, keeps playing. - [Public API rate limits](https://docs.leadtime.app/changelog/public-api-rate-limits): The Public API now rejects abusive request bursts with HTTP 429 and Retry-After. - [Empty page while a screen is still loading](https://docs.leadtime.app/changelog/route-loading-placeholder): Moving to a new screen now shows a blank page with a center spinner, then the new page fades in. - [Navigation animations are off unless you turn them on](https://docs.leadtime.app/changelog/navigation-animations-setting): Workspace pages no longer slide by default. You can turn the left-right animation on in Appearance or override it in your profile. - [Agents can use Leadtime tools in the open tab](https://docs.leadtime.app/changelog/webmcp-site-tools): When Leadtime is already open, ChatGPT desktop and Codex can use your current session instead of a separate MCP connector. - [Publish project documentation to guests](https://docs.leadtime.app/changelog/guest-documentation-publication): Organization members now see only the documentation you publish, with organization defaults, project overrides, and selected pages. - [Welcome banners and colors for guest Home](https://docs.leadtime.app/changelog/guest-welcome-banner-branding): Organization Guest access settings can now brand the guest Home banner and set an accent color for that organization's guests. - [A clear Home page for guests](https://docs.leadtime.app/changelog/guest-home): Guests now start with a simple guide and cards for the projects and work shared with them. - [Clearer Cursor marketplace install steps](https://docs.leadtime.app/changelog/cursor-marketplace-install): Agent integrations now tells you to add the Leadtime marketplace in Cursor, then install the plugin. - [Guest Projects menu lists accessible projects](https://docs.leadtime.app/changelog/guest-projects-menu): Guests can open the projects list from the top nav and pick one of their projects from the same item. - [Chat with agents is now a permission](https://docs.leadtime.app/changelog/agent-chat-permission): Staff keep agent chat. Standard guests no longer see the Agents page, agent panel, or toolbar shortcut unless a custom guest role turns the permission on. - [Light blue workspace color](https://docs.leadtime.app/changelog/light-blue-workspace-color): Choose a light blue accent for navigation, buttons, and active states. - [Fullscreen writing in the editor](https://docs.leadtime.app/changelog/editor-fullscreen-mode): Open any editor in a focused fullscreen view from the slash menu or a keyboard shortcut. - [Safer guest role permissions](https://docs.leadtime.app/changelog/safer-guest-role-permissions): Guest role boundaries now remain enforced for custom and inherited roles. - [Keep your place in project documentation](https://docs.leadtime.app/changelog/clearer-documentation-context): Folder paths and clearer panel controls make documentation easier to navigate at every screen size. - [Agent button for guest users](https://docs.leadtime.app/changelog/guest-agent-toolbar-button): Guest users can open the agent panel from the same toolbar button as staff. - [Clearer project views for guest users](https://docs.leadtime.app/changelog/clearer-project-views-for-guests): Guest users now see only the project tabs, columns, and filters that match what they can access. - [Clearer project documentation tree and details](https://docs.leadtime.app/changelog/clearer-project-documentation-workspace): Create pages faster, keep the tree easier to scan, and delete from Actions in page or folder details. - [GLM 5.3 and GLM 5.3 Flash in the agent picker](https://docs.leadtime.app/changelog/glm-5-3-agent-models): Choose Z.ai's latest GLM models for cheap, capable agent work. - [DeepSeek V4 Pro now uses the latest GA release](https://docs.leadtime.app/changelog/deepseek-v4-pro-0813): Agent chats that pick DeepSeek V4 Pro now request the 0813 general-availability model. - [Gemini 3.7 Flash in the agent picker](https://docs.leadtime.app/changelog/gemini-3-7-flash-agent-model): Choose Google's latest Flash model for fast agent work and coding. - [Custom logos for guest users](https://docs.leadtime.app/changelog/guest-access-custom-logo): Organization settings can replace the Leadtime or workspace logo that guest members see after they sign in. - [Log in as organization members](https://docs.leadtime.app/changelog/login-as-organization-members): Managers can open a real guest session from a member detail page to verify guest roles and visibility. - [Watch the agent work live in Slack](https://docs.leadtime.app/changelog/slack-agent-live-progress): Slack now shows live progress cards while the Leadtime agent runs tools. - [Newer MCP clients can use the same Leadtime URL](https://docs.leadtime.app/changelog/mcp-dual-protocol): Leadtime MCP now speaks both the current and the 2026 protocol on one endpoint. - [Grok 4.6 in the agent picker](https://docs.leadtime.app/changelog/grok-4-6-agent-model): Choose xAI's latest Grok model for long-running agent work. - [Favorite the models you use most](https://docs.leadtime.app/changelog/favorite-agent-models): Star models in the agent picker so your go-to options stay at the top. - [Automate project documentation safely](https://docs.leadtime.app/changelog/automate-project-documentation): Agents, n8n workflows, and Zapier automations can find, edit, organize, and restore project pages through one consistent API. - [Work together in project documentation](https://docs.leadtime.app/changelog/project-documentation-workspace): Organize project knowledge in pages and folders, edit together, recover changes, and keep working on every screen size. - [Export project documentation as a PDF book](https://docs.leadtime.app/changelog/project-documentation-pdf-exports): Share one page, one documentation section, or a complete project knowledge book. - [Review project documentation activity](https://docs.leadtime.app/changelog/clear-project-documentation-audit-history): Documentation edits now appear as useful actor-and-page editing periods in the administration audit history. - [More agent models, in a tidier picker](https://docs.leadtime.app/changelog/more-agent-models): Choose the latest frontier models without losing access to older favorites. - [Public documentation is now available](https://docs.leadtime.app/changelog/public-documentation): Find Leadtime guidance in a fast, searchable help site built for people and AI tools. - [A simpler, safer signup](https://docs.leadtime.app/changelog/simpler-safer-signup): Create a Leadtime workspace with fewer steps and more reliable email verification. - [Record part-time employment](https://docs.leadtime.app/changelog/part-time-employment): Classify employees as part-time throughout Leadtime and its public API. - [Guided workspace setup with Leadtime Agent](https://docs.leadtime.app/changelog/guided-workspace-setup): New workspaces get practical, adaptive help while setting up their real team and work. - [See when agent conversations need attention](https://docs.leadtime.app/changelog/agent-conversations): Spot unread replies and follow longer agent work without repeatedly checking each chat. - [Agents can record task time](https://docs.leadtime.app/changelog/agent-time-tracking): Let an agent add time to the task it is working on and keep the activity visible. - [Agents can take you to the right place](https://docs.leadtime.app/changelog/agent-navigation): Leadtime Agent can open tasks and navigate the workspace without breaking the conversation. - [Start automations from Slack messages](https://docs.leadtime.app/changelog/slack-automation-triggers): Use a matching Slack message as the trigger for a Leadtime automation. - [Talk to Leadtime Agent](https://docs.leadtime.app/changelog/voice-input-for-agents): Record a voice message, review its transcription, or send it directly from the agent chat. - [A more organized agent workspace](https://docs.leadtime.app/changelog/organized-agent-workspace): Use a dedicated chat page, pin important conversations, and download files created by agents. - [Build custom agents inside Leadtime](https://docs.leadtime.app/changelog/custom-agents): Give a custom agent its own instructions, skills, connections, and identity. - [Keep the agent chat within reach](https://docs.leadtime.app/changelog/flexible-agent-chat): Float the chat beside your work and answer follow-up questions without losing context. - [See an employee's work patterns at a glance](https://docs.leadtime.app/changelog/staff-statistics): Review recent workload, value categories, and attendance mood from the employee profile. - [A clearer workspace dashboard](https://docs.leadtime.app/changelog/clearer-dashboard): Read key project, staff, workload, turnover, and goal insights in a more consistent layout. - [Editing tasks feels more predictable](https://docs.leadtime.app/changelog/more-predictable-editing): Select linked items more easily, keep comment actions close, and reliably undo structural edits. ## Deutsch ### Docs - [Start mit Leadtime](https://docs.leadtime.app/de): Die wichtigsten Infos für deinen Start mit Leadtime. ### Interface und übergreifende Funktionen - [User Interface](https://docs.leadtime.app/de/interface/user-interface): Überblick über die Struktur der Leadtime-Anwendung: Menü, Kopfzeile und zentraler Arbeitsbereich. - [Nachrichtensystem](https://docs.leadtime.app/de/interface/messaging): Das interne Nachrichtensystem informiert dich über verschiedene Ereignisse in der Anwendung. - [Kommando-Konsole](https://docs.leadtime.app/de/interface/command-console): Die Kommando-Konsole durchsucht Leadtime global und führt häufige Aktionen schnell aus. - [Darstellungsmodus (Light / Dark Mode)](https://docs.leadtime.app/de/interface/appearance): Zwischen hellem und dunklem Layout wechseln und die Darstellung an dein System anpassen. - [Spracheinstellungen](https://docs.leadtime.app/de/interface/language): Die Sprache der Oberfläche wechseln und eigene Elemente zweisprachig pflegen. - [Der Text-Editor](https://docs.leadtime.app/de/interface/text-editor): Der blockbasierte Editor für strukturierte Texte, Medien, Listen und KI-Unterstützung. - [AI Text Assistant](https://docs.leadtime.app/de/interface/ai-text-assistant): Mit dem AI Text Assistant Texte erstellen, überarbeiten und konsistent formulieren. ### Leadtime Onboarding - [Onboarding Overview](https://docs.leadtime.app/de/onboarding/overview): Die Übersichtsseite mit den Onboarding Videos ### Dashboard - [Dashboard](https://docs.leadtime.app/de/dashboard): Dashboards bieten eine flexible, personalisierte Startseite mit Widgets für Aufgaben, Zeit, Kalender und Analysen. ### Teamkalender - [Teamkalender](https://docs.leadtime.app/de/team-calendar): Übersichtskalender zur Anzeige von Anwesenheit, Urlaub und Krankheit mit direkter Verknüpfung zur Mitarbeiter-Detailansicht. ### Dein Unternehmen - [Dein Unternehmen](https://docs.leadtime.app/de/company): Der Bereich Unternehmensdaten dient zur Verwaltung der rechtlichen und administrativen Stammdaten eines Unternehmens. - [Teams](https://docs.leadtime.app/de/company/teams): Teams bündeln Mitarbeiter, erleichtern Projektzuweisungen und bilden die Basis für strukturierte Auswertungen. - [Zeiterfassungsdaten](https://docs.leadtime.app/de/company/time-entries): Übersicht und Verwaltung aller Zeiteinträge im Workspace, inklusive Filterung, Summierung und manueller Buchung. - [Interne Projekte](https://docs.leadtime.app/de/company/internal-projects): Erläutert die Unterscheidung zwischen externen und internen Projekten in Leadtime, ihre Zielsetzung, Struktur und Anwendung zur sauberen Erfassung und Auswertung von Arbeitszeit. #### Mitarbeiter - [Mitarbeiter](https://docs.leadtime.app/de/company/employees): Die Listenansicht Ihres Teams - [Mitarbeiter Grundlagen](https://docs.leadtime.app/de/company/employees/basic-information): Der Reiter Grundlagen bündelt alle zentralen Mitarbeiterinformationen – von persönlichen Daten über Systemzugang, Teams und Vertragsbedingungen bis hin zu Arbeitszeiten, Gehalt, Bank- und Versicherungsdaten. - [Mitarbeiter Zeiterfassung](https://docs.leadtime.app/de/company/employees/time-tracking): Übersicht über die von einem Mitarbeiter erfassten Arbeitszeiten. - [Mitarbeiter Urlaub](https://docs.leadtime.app/de/company/employees/vacation): Alle Informationen zu den bereits genutzten und geplanten Urlaubstagen eines Mitarbeiters. - [Mitarbeiter Krankheit](https://docs.leadtime.app/de/company/employees/sick-leave): Die bisherigen Krankmeldungen eines Mitarbeiters mit Datum, Kommentar und optionalem Attest. - [Mitarbeiter Überstunden](https://docs.leadtime.app/de/company/employees/overtime): Detaillierte Verwaltung, Analyse und Kompensation von Überstunden eines Mitarbeiters. - [Lohn](https://docs.leadtime.app/de/company/employees/salary): Die Lohnverwaltung zeigt die individuelle Gehaltsentwicklung eines Mitarbeiters im Vergleich zum restlichen Team. Alle Gehaltsänderungen, geplanten Anpassungen und Bonuszahlungen werden zentral erfasst und historisch dokumentiert. - [Journal](https://docs.leadtime.app/de/company/employees/journal): Das Mitarbeiter-Journal dokumentiert Gespräche, Feedback und Zielvereinbarungen und unterstützt eine transparente Mitarbeiterentwicklung. - [Kalender-Sync](https://docs.leadtime.app/de/company/employees/calendar-sync): Im Mitarbeiterprofil ICS-Abonnement-URL verwalten und externe Belegtzeiten importieren—für die Pipeline-Planung, mit Berechtigung „Kalendersynchronisation für Mitarbeitende verwalten“. #### Urlaubsmanagement - [Urlaubsmanagement](https://docs.leadtime.app/de/company/leave-management): Das Urlaubsmanagement digitalisiert den gesamten Urlaubsprozess und sorgt für transparente, nachvollziehbare und effiziente Urlaubsplanung. - [Urlaubskonten](https://docs.leadtime.app/de/company/leave-management/leave-accounts): Leadtime protokolliert alle Veränderungen an den Urlaubskonten der Mitarbeiter. - [Urlaub beantragen und genehmigen](https://docs.leadtime.app/de/company/leave-management/requests): In diesem Bereich können leitende Mitarbeiter Urlaubsanträge freigeben oder ablehnen. - [Urlaub kompensieren](https://docs.leadtime.app/de/company/leave-management/compensation): Urlaubsentschädigungen in Leadtime ermöglichen flexible, nachvollziehbare Anpassungen von Urlaubstagen – durch Übertragung, Abzug oder Bonus. ### Organisationen - [Organisationen anlegen](https://docs.leadtime.app/de/organizations/organisationen-anlegen): Der Bereich Organisationen dient zur Verwaltung aller externen Geschäftspartner, mit denen Ihr Unternehmen in Kontakt steht – etwa Kunden, Lieferanten, Partner oder Wettbewerber. - [Listen- und Detailansicht](https://docs.leadtime.app/de/organizations/organisationen-listen-und-detailansicht): Die Listen- und Detailansicht im Bereich Organisationen ermöglicht eine zentrale Verwaltung externer Geschäftspartner – inklusive Ansprechpartnern, Projekten und rechtlicher Informationen. - [Mitglieder](https://docs.leadtime.app/de/organizations/organisationen-mitglieder): Der Mitgliederbereich in Leadtime dient der Verwaltung externer Kontaktpersonen, inklusive Zugriffsrechten, Kontaktdaten und Persönlichkeitseigenschaften. Es ist auch möglich, an eine Kontaktperson aus dem System einen schnellen Brief zu generieren. - [Grundeinstellungen](https://docs.leadtime.app/de/organizations/organisation-grundeinstellungen): Hier verwalten Sie alle Stammdaten, Kontaktdetails und rechtlichen Informationen einer Organisation. Die Einstellungen gelten nur für diese Organisation und können allgemeine Workspace-Standards überschreiben. - [Gastzugang](https://docs.leadtime.app/de/organizations/organisation-guest-access): Erklären Sie Gastnutzer für eine Organisation, gestalten Sie das Willkommensbanner auf Start und setzen Sie eine Gast-Akzentfarbe. - [Abrechnungseinstellungen](https://docs.leadtime.app/de/organizations/organisation-abrechnungseinstellungen): In den Rechnungseinstellungen definieren Sie individuelle Zahlungsbedingungen, Mahnregeln und Textvorlagen für eine Organisation. Diese übersteuern die Workspace-Defaults und ermöglichen angepasste Rechnungs- und Mahntexte. - [Dokumenteneinstellungen](https://docs.leadtime.app/de/organizations/organisation-dokumenteneinstellungen): Steuert Layout und Empfänger von Projektdokumenten pro Organisation – unabhängig von den globalen Workspace-Vorgaben. - [Helpdesk](https://docs.leadtime.app/de/organizations/organisation-helpdesk): Steuert, wie Support-E-Mails organisationsspezifisch in Tickets umgewandelt und mit automatischen Antworten verarbeitet werden. - [Briefe](https://docs.leadtime.app/de/organizations/organisationen-briefe): Erstellen und verwalten Sie formale Schreiben direkt in Leadtime – zentral, nachvollziehbar und organisationsbezogen. - [Projekte](https://docs.leadtime.app/de/organizations/organisationen-projekte): Im Reiter „Projekte“ einer Organisation sehen Sie alle verbundenen Projekte mit ihren Kennzahlen. ### Adressbuch - [Adressbuch](https://docs.leadtime.app/de/contacts/adressbuch): Verwaltung, Filterung und Synchronisation aller internen und externen Kontakte mit CardDAV- und vCard-Unterstützung. ### Vertrieb - [Verkaufschancen](https://docs.leadtime.app/de/sales/verkaufschancen): Verwalten Sie Leads, Vertriebsphasen und Kontakte zentral – mit Kanban-Board, Journal und individuellen Feldern. - [Angebote](https://docs.leadtime.app/de/sales/angebote): Behalten Sie aktive Projektangebote und ausstehende Express-Angebote als Liste oder Kanban-Board im Blick. ### Projekte - [Projekte](https://docs.leadtime.app/de/projects/projects): Zentrale Listenansicht zur Verwaltung, Filterung und Steuerung aller aktiven und archivierten Projekte. Anlage neuer Projekte - [Übersicht](https://docs.leadtime.app/de/projects/overview-tab): Die Projektübersicht zeigt Status, Aufwand, Verlauf und Basisinformationen eines Projekts auf einen Blick. - [Journal](https://docs.leadtime.app/de/projects/journal-tab): Das Journal dokumentiert wichtige Projektbegebenheiten, Feedback und Stimmungen chronologisch für transparente Verlaufskontrolle. - [Dokumente (Nur Einzelprojekte)](https://docs.leadtime.app/de/projects/documents-tab): Der Dokumentbereich erstellt, versioniert und exportiert projektbezogene Angebote, Spezifikationen und Vertragsdokumente auf Basis dynamischer Templates. - [Big Picture](https://docs.leadtime.app/de/projects/big-picture-tab): Das Big Picture zeigt alle Projektaufgaben visuell gruppiert und ermöglicht eine schnelle Bewertung von Status, Aufwand und Engpässen. - [Zeitaufwand](https://docs.leadtime.app/de/projects/time-effort-tab): Der Bereich Zeitaufwand zeigt alle projektbezogenen Zeiteinträge tabellarisch, gruppiert nach Tagen und mit Bearbeitungsfunktionen. - [Uploads](https://docs.leadtime.app/de/projects/uploads-tab): Der Bereich Uploads verwaltet projektbezogene Dateien zentral, mit Kategorien, Suche und Bearbeitungsfunktionen für saubere Ablagen. - [Projektdokumentation](https://docs.leadtime.app/de/projects/documentation-tab): Halten Sie Projektwissen in Seiten und Ordnern fest, exportieren Sie es als PDF oder lassen Sie Leadtime Agent mitpflegen. - [Projektstruktur](https://docs.leadtime.app/de/projects/project-structure): Leadtime strukturiert Unternehmensaktivitäten in interne und externe Projekte – und diese wiederum in fortlaufende Projekte und Einzelprojekte - [Übergang vom Projekt in die langfristige Betreuung](https://docs.leadtime.app/de/projects/transition-to-long-term-support): Wie Sie nach der Abrechnung eines Projektnahtlos in die fortlaufende Kundenbetreuung übergehen #### Aufgaben - [Vorteile eines ticketbasierten Workflows](https://docs.leadtime.app/de/projects/tasks/ticket-based-workflow): Ohne Ticketsystem entsteht Chaos im Tagesgeschäft. Leadtime macht Arbeit sichtbar, planbar und dokumentiert – mit integrierter Struktur, Zeiterfassung und Stacks für konzentriertes, störungsfreies Arbeiten. - [Listenansichten und Kanban-Boards](https://docs.leadtime.app/de/projects/tasks/list-and-kanban-views): Aufgaben können als Liste oder Kanban-Board dargestellt, angepasst und zur besseren Organisation und Transparenz gespeichert werden. - [Aufgabe anlegen](https://docs.leadtime.app/de/projects/tasks/create-task): Wie Sie neue Aufgaben (Tickets) in Leadtime anlegen - [Aufgaben bearbeiten](https://docs.leadtime.app/de/projects/tasks/edit-tasks): Anleitung zur Bearbeitung, Kommentierung, Delegation und Nachverfolgung von Tickets im Lesemodus in Leadtime. - [Arbeitszeit schätzen](https://docs.leadtime.app/de/projects/tasks/estimate-work-time): Vergleicht geschätzte und gebuchte Zeit, zeigt Fortschritt an und warnt bei Überschreitung von Aufwand oder Termin. - [Öffentliche Ansicht auf Aufgaben](https://docs.leadtime.app/de/projects/tasks/public-task-view): Ermöglicht klare Trennung von interner und externer Kommunikation in Projekten mit Gastnutzern. - [Unteraufgaben](https://docs.leadtime.app/de/projects/tasks/subtasks): Ermöglicht die Aufteilung komplexer Aufgaben in kleinere, klar zugewiesene und besser nachverfolgbare Einheiten. - [Aufgaben blockieren](https://docs.leadtime.app/de/projects/tasks/task-blocking): Markiere eine Aufgabe als blockiert durch eine andere, sieh das Badge Blockiert und behalte die übergeordnete Aufgabe im selben Bereich Beziehungen. - [Teilnehmer einer Aufgabe](https://docs.leadtime.app/de/projects/tasks/task-participants): Teilnehmer einer Aufgabe werden über alle Aktualisierungen informiert - [Tags in Aufgaben](https://docs.leadtime.app/de/projects/tasks/task-tags): Tags in Leadtime ermöglichen die projektübergreifende Organisation, visuelle Kennzeichnung und Filterung von Aufgaben, Projekten und Angeboten nach Themen oder Prozessen. ##### Express-Angebote - [Express-Angebote](https://docs.leadtime.app/de/projects/tasks/express-quotes/express-quotes): Ermöglicht es, direkt aus einem Ticket heraus ein vollständiges, rechtskonformes Angebot mit Preis, Text und Versandoption zu erstellen. - [Produkte zu Tickets hinzufügen](https://docs.leadtime.app/de/projects/tasks/express-quotes/add-products-to-tasks): Erklärt, wie Produkte aus dem Katalog einem Ticket hinzugefügt und in Expressangebote übernommen werden, inklusive Variantenwahl und Preisberechnung. #### Projektplanung - [Projektplanung](https://docs.leadtime.app/de/projects/planning/project-planning): Definiert Struktur, Inhalte und Preise eines Einzelprojekts, bildet die Basis für Angebot, Umsetzung und Abrechnung mit Versionierung. - [Übersicht](https://docs.leadtime.app/de/projects/planning/overview): Die Übersicht zeigt alle preisrelevanten Projektbestandteile und ermöglicht Rabatte, manuelle Positionen und Angebotsversionen. - [Produkte](https://docs.leadtime.app/de/projects/planning/products): Produkte zum Projekt hinzufügen, konfigurieren und versioniert verwalten, inklusive Varianten, Zeiträumen und Preisstrukturen. - [Projektbaum](https://docs.leadtime.app/de/projects/planning/project-tree): Der Projektbaum steuert Struktur, Anforderungen und Aufwand eines Projekts und erzeugt daraus produktionsreife Aufgaben. - [Projektfortschritt](https://docs.leadtime.app/de/projects/planning/project-progress): Die „Implementation Overview“ macht den Übergang von Planung zu Umsetzung transparent und messbar. - [Versionsmanagement](https://docs.leadtime.app/de/projects/planning/version-management): Speichert Projektzustände eindeutig, ermöglicht Vergleich, Nachvollziehbarkeit und konsistente Angebots- und Abrechnungsdokumente. - [Umgang mit Change Requests](https://docs.leadtime.app/de/projects/planning/change-requests): Wie nachträglich ergänzte Änderungsanliegen – mit Leadtime abgerechnet werden #### Projekt-Workshops - [Projekte mit Leadtime planen und Umsetzen (Workshop Teil 1)](https://docs.leadtime.app/de/projects/workshops/planning-and-implementation): Der Workshop führt dich durch Setup, Angebot, Umsetzung und Abrechnung eines Einzelprojekts – konsistent und versioniert. - [Die eingesetzte Projektvorlage (Workshop Teil 2)](https://docs.leadtime.app/de/projects/workshops/project-template): Die Komponente OnePage Website standardisiert Website-Projekte, erfasst Anforderungen dynamisch und erzeugt Aufwand, Angebote und Tickets automatisch. - [Ein Projekt anlegen (Workshop Teil 3)](https://docs.leadtime.app/de/projects/workshops/create-project): Ein neues Kundenprojekt wird angelegt, strukturiert und mit Verantwortlichkeiten, Optionen und Zugriffsrechten für die spätere Konfiguration vorbereitet. - [Projektkonfiguration mit Komponenten (Workshop Teil 4)](https://docs.leadtime.app/de/projects/workshops/configure-with-components): Importieren Sie eine Projektkomponente, beantworten Sie formularbasierte Fragen und aktivieren Sie dynamische Arbeitspakete, um den genauen Projektumfang festzulegen und daraus umsetzbare Aufgaben zu erzeugen. - [Produkte zu Projekten hinzufügen (Workshop Teil 5)](https://docs.leadtime.app/de/projects/workshops/add-products): Erlaubt das Hinzufügen standardisierter, separat abrechenbarer Zusatzleistungen zu einem Projekt mit Varianten- und Abolaufsteuerung. - [Automatische Aufwandsermittlung (Workshop Teil 6)](https://docs.leadtime.app/de/projects/workshops/automatic-effort-calculation): Berechnet den Projektaufwand automatisch aus Arbeitspaketen und dynamischen Angaben und erzeugt daraus einen nachvollziehbaren Projektpreis. - [Angebotsversionen erstellen (Workshop Teil 7)](https://docs.leadtime.app/de/projects/workshops/quote-versions): Erstellen Sie unterschiedliche Angebotsvarianten auf Basis gespeicherter Versionen, um optionale Projektleistungen transparent anzubieten. - [Manuelle Positionen und Rabatte (Workshop Teil 8)](https://docs.leadtime.app/de/projects/workshops/manual-items-and-discounts): Ergänzen Sie Angebote durch manuelle Positionen und Rabatte, um individuelle Kundenanforderungen flexibel und nachvollziehbar abzubilden. - [Pflichtenheft generieren (Workshop Teil 9)](https://docs.leadtime.app/de/projects/workshops/generate-requirements-specification): Wie Sie mit wenigen Klicks Ihr konfiguriertes Projekt in ein professionelles Pflichtenheft exportieren. - [Projektvertrag erstellen (Workshop Teil 10)](https://docs.leadtime.app/de/projects/workshops/create-project-contract): Erstellen Sie projektbezogene Verträge als DOCX mit Variablen und Bedingungen, basierend auf einer gespeicherten Projektversion. - [Projektzeit kommunizieren (Workshop Teil 11)](https://docs.leadtime.app/de/projects/workshops/communicate-project-timeline): Erstellen Sie flexible Projektzeitpläne mit klaren Meilensteinen, basierend auf Aufwänden, Prioritäten und Pufferzeiten. - [Arbeitspakete, Aufgaben und die operative Umsetzung (Workshop Teil 12)](https://docs.leadtime.app/de/projects/workshops/work-packages-and-tasks): Wandeln Sie Arbeitspakete in Tickets um, weisen Sie Aufgaben zu und steuern Sie den Fortschritt zentral in der Implementierungsübersicht. - [Die Aufgaben an das Team verteilen (Workshop Teil 13)](https://docs.leadtime.app/de/projects/workshops/assign-tasks-to-team): Planen Sie Tickets anhand realer Kapazitäten ein, erkennen Sie Engpässe früh und steuern Sie Termine im Projektverlauf zuverlässig. - [Abnahmetests und integriertes Testfall-Management (Workshop Teil 14)](https://docs.leadtime.app/de/projects/workshops/acceptance-tests): Abnahmetests prüfen gelieferte Leistungen strukturiert und dokumentieren Testergebnisse vor dem Go-live nachvollziehbar. - [Ein Abgschlossenes Projekt abrechnen (Workshop Teil 15)](https://docs.leadtime.app/de/projects/workshops/invoice-completed-project): Ein Projekt wird abgerechnet, indem der Projektstatus auf „Abrechnen“ gesetzt und eine Projektversion als Grundlage ausgewählt wird. #### Projekteinstellungen - [Grundeinstellungen](https://docs.leadtime.app/de/projects/settings/general-settings): Grundlegende Projekteinstellungen für Status, Typen, Zugriffe, Aufgabenoptionen und optionale Zusatzfelder konfigurieren. - [Gastzugang](https://docs.leadtime.app/de/projects/settings/guest-access): Steuern Sie, ob Organisationsmitglieder dieses Projekt öffnen und welche Dokumentationsseiten sie lesen können. - [Dokumenteneinstellungen](https://docs.leadtime.app/de/projects/settings/document-settings): Projektspezifische Formatierungsoptionen und Ansprechpartner für automatisch generierte Dokumente konfigurieren. - [Allgemeine Abrechnungseinstellungen](https://docs.leadtime.app/de/projects/settings/general-billing-settings): Definiert grundlegende Regeln, Empfänger und Projektversionen für die Abrechnung eines Projekts in Leadtime. - [Abonnementabrechnung](https://docs.leadtime.app/de/projects/settings/subscription-billing): Verwalten Sie wiederkehrende Gebühren im Projekt, inklusive Festpreis- und Einheits-Abos sowie automatisch generierten Produkt-Subscriptions – ideal für SaaS. - [Abschlagszahlungen](https://docs.leadtime.app/de/projects/settings/advance-payments): Erfasst vorausgezahlte Beträge eines Projekts und zieht sie automatisch von der finalen Abrechnung ab. - [Benutzerdefinierte Felder](https://docs.leadtime.app/de/projects/settings/custom-fields): Benutzerdefinierte Felder auf Projektebene erscheinen in einem separaten Untermenü in den Projekteinstellungen ### Planung - [Planungstools](https://docs.leadtime.app/de/planning/planning-tools): Ein Überblick über die verschiedenen Tools zur Kapazitäts-Planung und Priorisierung im System. - [Alle Aufgaben](https://docs.leadtime.app/de/planning/all-tasks): Projektübergreifende Aufgabenübersicht zur Filterung, Priorisierung und Kontrolle aller Tickets im Workspace. - [Big Picture](https://docs.leadtime.app/de/planning/big-picture): Das Big Picture visualisiert Aufgaben nach Typ, Status und Priorität und ermöglicht so eine schnelle, klare Projektplanung mit minimalem Abstimmungsaufwand. - [Pools](https://docs.leadtime.app/de/planning/pools): Die Pool-Ansicht zeigt alle Aufgaben einer verantwortlichen Person projektübergreifend, um Prioritäten zentral zu steuern und Planungen effizient vorzubereiten. - [Stacks](https://docs.leadtime.app/de/planning/stacks): Die Stack-Ansicht bildet den persönlichen Wochenplan jeder Fachkraft ab. Sie folgt automatisch der Reihenfolge aus der Pipeline-Planung und unterstützt eine fokussierte, störungsfreie Abarbeitung der Aufgaben. ### Abrechnung - [Abrechnung in projektbasierten Dienstleistungsunternehmen](https://docs.leadtime.app/de/billing/billing-in-project-based-services): Die Abrechnung in projektbasierten Unternehmen ist komplex, fehleranfällig und beeinflusst die Liquidität direkt. Leadtime verknüpft Leistungen und Abrechnung automatisch, reduziert Verzögerungen und verbessert den Zahlungseingang spürbar. - [Support-Kontingente](https://docs.leadtime.app/de/billing/support-contingents): Retainer-Pläne für Support-Projekte einrichten, Tasks zuweisen und verbrauchte Stunden abrechnen. #### Rechnungsprüfung - [Tickets abrechnen](https://docs.leadtime.app/de/billing/invoice-review/invoice-tickets): Geschlossene Tickets werden geprüft, angepasst und über die Rechnungsprüfung final in Rechnung gestellt. - [Produkte abrechnen](https://docs.leadtime.app/de/billing/invoice-review/invoice-products): Der Artikel beschreibt, wie standardisierte Produkte und Abonnements in Leadtime erfasst, Projekten oder Tickets zugeordnet und anschließend über die Rechnungsprüfung automatisiert abgerechnet werden. - [Projekte abrechnen](https://docs.leadtime.app/de/billing/invoice-review/invoice-projects): Der Artikel erklärt, wie Sie in Leadtime abgeschlossene Projekte in der Rechnungsprüfung abrechnen, welche Leistungsarten automatisch in die Projektrechnung einfließen, welche Rechnungstypen entstehen können und wie Sie diese prüfen, ergänzen und final freigeben. - [Express-Angebote abrechnen](https://docs.leadtime.app/de/billing/invoice-review/invoice-express-quotes): Der Artikel erklärt, wie Sie kleinere, kurzfristige Kundenanforderungen über Express-Angebote direkt aus Tickets anbieten, freigeben lassen und anschließend effizient in der Rechnungsprüfung abrechnen. - [Manuelle Positionen abrechnen](https://docs.leadtime.app/de/billing/invoice-review/invoice-manual-items): Manuelle Positionen ermöglichen die Abrechnung externer Kosten und Pauschalen außerhalb der automatischen Systemlogik. #### Forderungen - [Der Prozess](https://docs.leadtime.app/de/billing/receivables/receivables-process): Rechnungen durchlaufen in Leadtime klar definierte Status von der Prüfung bis zur Zahlung, Mahnung oder Stornierung. - [Neu](https://docs.leadtime.app/de/billing/receivables/new): Im Reiter „Neu“ verwalten Sie alle erzeugten, aber noch nicht versendeten Rechnungen – inklusive Versand, Prüfung und Aktionen. - [Überfällig](https://docs.leadtime.app/de/billing/receivables/overdue): Überfällige Rechnungen überwachen, Mahnstufen versenden und Zahlungsziele verwalten – vollständig im Bereich Forderungen. - [Bezahlt](https://docs.leadtime.app/de/billing/receivables/paid): Zeigt bezahlte Rechnungen an, archiviert Zahlungsdetails und bietet Korrekturfunktionen wie Storno oder Zahlungsrücknahme. - [Storniert](https://docs.leadtime.app/de/billing/receivables/cancelled): Zeigt stornierte Rechnungen, erzeugt Gutschriften und gibt Leistungspositionen zur erneuten Abrechnung in die Rechnungsprüfung zurück. ### Insights - [Projekt-Insights](https://docs.leadtime.app/de/insights/project-insights): Analysiert Projektzeiten, Aufgaben und Benutzeraktivitäten in Leadtime. Darstellung als Zeitreihe oder Gesamtansicht mit flexiblen Filtern und Diagrammen. - [Arbeitsbelastungs-Insights](https://docs.leadtime.app/de/insights/workload-insights): Zeigt aktuelle oder zeitliche Entwicklungen offener Tickets. Hilft, Engpässe und Überlastungen frühzeitig zu erkennen und Projekte effizient zu steuern. - [Mitarbeiter Insights](https://docs.leadtime.app/de/insights/employee-insights): Analysiert Zeitbuchungen von Mitarbeitern und Teams. Zeigt Projektanteile, Wertschöpfung und abrechenbare Zeit im Vergleich oder als Gesamtübersicht. - [Umsatz Insights](https://docs.leadtime.app/de/insights/sales-insights): Umsatz-Insights ist das zentrale Analysewerkzeug zur Bewertung, Strukturierung und Prognose Ihrer Umsätze. - [Ziel Insights](https://docs.leadtime.app/de/insights/goal-insights): Mit Goal Insights untersuchen Sie, wie effektiv Mitarbeitende oder Teams ihre Zeit einsetzen. Sie erkennen, wie viel Arbeitszeit abrechenbar ist, in welchen Wertgruppen gearbeitet wird und wo Verbesserungspotenziale liegen ### Zeiterfassung - [Über Zeiterfassung](https://docs.leadtime.app/de/time-tracking/about-time-tracking): Warum konsequente Zeiterfassung im Unternehmen essentiell ist. - [Wertgruppen](https://docs.leadtime.app/de/time-tracking/value-groups): Produktivität, Kapazität und ihr Zusammenhang mit Zeiterfassung. - [Anwesenheits-Tracking (Ein- und Ausstempeln)](https://docs.leadtime.app/de/time-tracking/attendance-tracking): Erfassung und Verwaltung der Anwesenheitszeiten durch manuelles oder automatisches Ein- und Ausstempeln, inklusive Teamübersicht und Tagesstatistik. - [Zeitbuchung auf Projekte und Aufgaben](https://docs.leadtime.app/de/time-tracking/booking-time-on-projects-and-tasks): Retroaktive Buchung von Arbeitszeit auf Projekte und Aufgaben - [Der Time-Tracker](https://docs.leadtime.app/de/time-tracking/time-tracker): Der Time-Tracker ermöglicht die Echtzeitmessung von Arbeitszeit direkt im Kopfbereich der Anwendung. - [Zeitbuchungsziele](https://docs.leadtime.app/de/time-tracking/time-booking-goals): Die Zeitstatistik zeigt auf drei Ebenen (Anwesenheit, Dokumentation, Abrechnung) den täglichen Fortschritt und fördern transparente, zielorientierte Zeiterfassung. - [Zeiterfassung des Teams überwachen](https://docs.leadtime.app/de/time-tracking/monitor-team-time): Mit dem Teamkalender Zeiterfassung aller Mitarbeiter im Auge behalten. - [Zeiterfassung eines Tickets prüfen](https://docs.leadtime.app/de/time-tracking/check-ticket-time): Die Ticket-Zeitstatistik in Leadtime zeigt alle gebuchten Stunden im Verhältnis zur Planung, inklusive Filter- und Korrekturmöglichkeiten. - [Zeiterfassung eines Mitarbeiters prüfen](https://docs.leadtime.app/de/time-tracking/check-employee-time): Leadtime bietet im Mitarbeiterprofil eine detaillierte Zeiterfassungsübersicht mit Filter-, Summen- und Vergleichsfunktionen für präzise Leistungsanalysen. ### Administration - [Rollen- und Berechtigungsmanagement](https://docs.leadtime.app/de/administration/roles-and-permissions): Das Rollen- und Berechtigungsmanagement in Leadtime ermöglicht die präzise Steuerung von Zugriffsrechten. Durch Vererbung, eigene Rollen und spezielle Gästerechte können Administratoren genau festlegen, wer was im Workspace sehen und bearbeiten darf. - [Produktkatalog](https://docs.leadtime.app/de/administration/product-catalog): Der Produktkatalog in Leadtime dient zur zentralen Verwaltung aller standardisierbaren Leistungen und Produkte eines Unternehmen - [Dokumentvorlagen](https://docs.leadtime.app/de/administration/document-templates): Standardisierung von Dokumenten, die mit der Leadtime Plattform automatisiert werden können. - [Datenimporte](https://docs.leadtime.app/de/administration/data-imports): Importieren Sie Daten aus Fremdsystemen - [Dokumentationsaktivität](https://docs.leadtime.app/de/administration/documentation-activity): Änderungen an der Projektdokumentation im Workspace prüfen - [Agenten](https://docs.leadtime.app/de/administration/agents): Agenten anlegen und verwalten, die chatten, Aufgaben übernehmen, Automatisierungen ausführen oder Leadtime über API-Tokens und MCP aufrufen. #### Workspace-Einstellungen - [Allgemeine Einstellungen](https://docs.leadtime.app/de/administration/workspace-settings/general-settings): Verschiedene allgemeine Einstellungen zu Ihrem Workspace - [Abonnement](https://docs.leadtime.app/de/administration/workspace-settings/subscription): Verwaltung Ihres Leadtime Abonnements - [Erscheinungsbild](https://docs.leadtime.app/de/administration/workspace-settings/appearance): Hier verändern Sie das Farbschema und das Logo für den Workspace - [Abrechnung](https://docs.leadtime.app/de/administration/workspace-settings/billing): Für den gesamten Workspace geltende Einstellungen zu den mit Leadtime erzeugten Rechnungen und Mahnungen - [Dokumente](https://docs.leadtime.app/de/administration/workspace-settings/documents): Hier kann das Aussehen der von Leadtime erzeugten Dokumente modifiziert werden - [Umsatzsteuer](https://docs.leadtime.app/de/administration/workspace-settings/vat): In diesem Bereich können Sie Anpassungen am vom System verwendeten Umsatzsteuersatz vornehmen - [Eigene Symbole](https://docs.leadtime.app/de/administration/workspace-settings/custom-symbols): Leadtime erlaubt die Verwendung eigener Symbole (Emojis) in den Oberflächen der Anwendung - [Feiertage](https://docs.leadtime.app/de/administration/workspace-settings/holidays): Hier können Sie einstellen, mit welchen regionalen Feiertagsregelungen das System rechnen soll - [Produkteinstellungen](https://docs.leadtime.app/de/administration/workspace-settings/product-settings): Pflegen Sie die Kategorien Ihres Produktkatalogs - [Projekteinstellungen](https://docs.leadtime.app/de/administration/workspace-settings/project-settings): In den Projekteinstellungen legen Sie fest, wie Projekte in Leadtime strukturiert sind – von Kategorien und Phasen bis hin zu Status und benutzerdefinierten Feldern. Alle Elemente können zweisprachig angelegt und individuell an die Prozesse Ihres Unternehmens angepasst werden. - [E-Mail Konten](https://docs.leadtime.app/de/administration/workspace-settings/email-accounts): In diesem Bereich richten Sie die E-Mail-Konten ein, über die Leadtime Nachrichten versendet, empfängt und Helpdesk-Anfragen verarbeitet. Verbindungen zu Google, Microsoft 365 oder IMAP-Konten können hier getestet und verwaltet werden. - [Helpdesk](https://docs.leadtime.app/de/administration/workspace-settings/helpdesk): Über die organisationsspezifischen Helpdesk-Einstellungen können Sie für einzelne Kunden oder Partner abweichende Regeln, Projekte und Postfächer festlegen. So entstehen eigene Helpdesk-Strukturen, die unabhängig vom zentralen Workspace-Helpdesk arbeiten. #### Projekt-Vorlagen - [Projektkomponenten](https://docs.leadtime.app/de/administration/project-templates/project-components): Projektkomponenten standardisieren wiederkehrende Projektarten und verbinden Anforderungsmanagement, Kalkulation und Umsetzung in einem Workflow. - [Eine neue Komponente anlegen](https://docs.leadtime.app/de/administration/project-templates/create-component): Die zwei Ansichten der Komponentenbibliothek und wie Sie eine neue Komponente anlegen - [Die Bausteine von Projektkomponenten](https://docs.leadtime.app/de/administration/project-templates/component-building-blocks): Wie man Epics, Arbeitspakete, Checklisten und Abnahmetests anlegt - [Bedingungen in Arbeitspaketen](https://docs.leadtime.app/de/administration/project-templates/work-package-conditions): Bedingungen steuern, welche Elemente einer Projektkomponente sichtbar oder aktiv sind. Sie verknüpfen Fragen, To-dos oder Testfälle miteinander, um dynamische und kontextabhängige Projektstrukturen zu ermöglichen. - [Wie Projektaufwände berechnet werden](https://docs.leadtime.app/de/administration/project-templates/project-effort-calculation): Der für ein Projekt entstehende Aufwand wird anhand der Einzelaufwände der Arbeitspakete und der darin hinterlegten individuellen Kundenanforderungen berechnet. - [Interne Notizen](https://docs.leadtime.app/de/administration/project-templates/internal-notes): Interne Notizen geben Umsetzungsanweisungen für das Team und erleichtern den Übergang von Planung zu Umsetzung. - [Einsatz Tags in Projektkomponenten](https://docs.leadtime.app/de/administration/project-templates/tags-in-project-components): Tags werden automatisch entlang der Komponentenstruktur vererbt und ermöglichen eine klare, projektübergreifende Organisation. - [Arbeitspakete verlinken](https://docs.leadtime.app/de/administration/project-templates/link-work-packages): Verlinkungen machen Abhängigkeiten zwischen Arbeitspaketen sichtbar und schaffen Klarheit über Reihenfolge, Zuständigkeiten und Zusammenarbeit. ##### Projektkomponenten-Workshops - [Webseitenprojekte standardisieren](https://docs.leadtime.app/de/administration/project-templates/workshops/standardize-website-projects): Ein Step by Step Workshop zum Design einer Komponente für Website Entwicklungs-Projekte mit dem CMS Wordpress - [Vorbereitung eines Messeauftritts standardisieren](https://docs.leadtime.app/de/administration/project-templates/workshops/standardize-trade-show-preparation): Beispiel Workshop zur Erstellung einer Projekt-Komponente für einen Messeauftritt - [Onboarding-Prozess für ein CRM-System standardisieren](https://docs.leadtime.app/de/administration/project-templates/workshops/standardize-crm-onboarding): Beispiel Workshop zur Erstellung einer Projekt-Komponente für ein Onboarding Projekt #### Ihr Konto - [Gast-User](https://docs.leadtime.app/de/administration/your-account/guest-users): Gastuser binden externe Personen sicher in ausgewählte Projekte ein, während interne Workspace-Daten geschützt bleiben. #### Aufgaben-Einstellungen - [Konfiguration des Ticketsystems](https://docs.leadtime.app/de/administration/task-settings/ticket-system-configuration): Dieser Artikel bietet eine Übersicht über alle Anpassungsoptionen im Aufgaben-Customizing. - [Individuelle Aufgabenstatus](https://docs.leadtime.app/de/administration/task-settings/custom-task-statuses): Erstellung und Anpassung individueller Aufgabenstatus, um Workflows und Ticketphasen exakt an interne Prozesse anzupassen. - [Individuelle Arbeitsaktivitäten](https://docs.leadtime.app/de/administration/task-settings/custom-work-activities): Arbeitsaktivitäten definieren Tätigkeitsarten für präzise Zeitbuchungen und flexible, auswertbare Ressourcenerfassung. - [Benutzerdefinierte Felder](https://docs.leadtime.app/de/administration/task-settings/custom-fields): Benutzerdefinierte Felder erfassen projektspezifische Daten und erweitern Aufgaben um strukturierte, mehrsprachige Eingabefelder. - [Individuelle Aufgabentypen](https://docs.leadtime.app/de/administration/task-settings/custom-task-types): Aufgabentypen strukturieren Workflows, bündeln Felder und Status und definieren, wie Aufgaben erfasst und bearbeitet werden. - [Aufgabenvorlagen](https://docs.leadtime.app/de/administration/task-settings/task-templates): Aufgabenvorlagen strukturieren Beschreibungen und sorgen für konsistente, vollständige und zeitsparende Ticket-Erfassung. ### Objekte - [Objekte](https://docs.leadtime.app/de/objects/objekte): Verwalten Sie langlebige Objekte, strukturieren Sie sie nach Typen und verknüpfen Sie sie mit Projekten und Aufgaben. - [Detailansicht](https://docs.leadtime.app/de/objects/objekte-detailansicht): Sehen Sie Objektdetails, prüfen Sie den Verlauf, verwalten Sie Dateien und arbeiten Sie an verknüpften Aufgaben an einem Ort. - [In Organisationen und Projekten](https://docs.leadtime.app/de/objects/objekte-in-organisationen-und-projekten): Objekte direkt in Organisations- und Projektansichten ansehen, anlegen, zuordnen und lösen. - [Objekttypen](https://docs.leadtime.app/de/objects/objekttypen): Definieren Sie Objekttypen, Statuswerte und Custom Fields, damit Ihr Team unterschiedliche Objektarten konsistent verwalten kann. ### Profil - [Konto](https://docs.leadtime.app/de/profile/account): Grundlegende Einstellungen zu Ihrem Benutzerkonto. - [Persönliche Daten](https://docs.leadtime.app/de/profile/personal-data): Aktualisieren Sie Ihre eigenen Stammdaten hier - [Urlaub](https://docs.leadtime.app/de/profile/vacation): Verwaltung der eigenen Urlaubstage und Urlaubsanträge stellen - [Krankheit](https://docs.leadtime.app/de/profile/sick-leave): Im Reiter Mein Profil → Krankheitstage sehen Sie alle erfassten Krankheitszeiträume und können neue Krankmeldungen einreichen. - [Überstunden](https://docs.leadtime.app/de/profile/overtime): Das eigene Überstundenkonto einsehen. - [Journal](https://docs.leadtime.app/de/profile/journal): Der Reiter Journal ermöglicht es Ihnen, persönliche Notizen, Rückmeldungen oder Vereinbarungen zu dokumentieren - [Personal Access Tokens](https://docs.leadtime.app/de/profile/personal-access-tokens): Erstellen und verwalten Sie persönliche Zugriffstoken für die API-Authentifizierung. - [MCP](https://docs.leadtime.app/de/profile/mcp): Leadtime mit MCP-Clients verbinden oder Site-Tools nutzen, wenn die App schon offen ist. - [Kalender-Sync](https://docs.leadtime.app/de/profile/calendar-sync): Abonnieren Sie Ihren Leadtime-Plan per ICS-Feed in Google, Outlook oder Apple Kalender und importieren Sie Belegtzeiten aus anderen Kalendern (HTTPS-ICS) — sichtbar in der Pipeline, ohne Termintitel zu speichern. ### Automatisierungen - [Automatisierungen](https://docs.leadtime.app/de/automations/automatisierungen): Lass den KI-Agenten wiederkehrende Aufgaben erledigen — nach Zeitplan, bei Events oder per Webhook. ### Formularbibliothek - [Überblick](https://docs.leadtime.app/de/form-library/formularbibliothek-uberblick): Was die Formularbibliothek leistet, wo du Vorlagen pflegst und wie Tasks damit arbeiten. - [Formularvorlagen verwalten](https://docs.leadtime.app/de/form-library/formularvorlagen-verwalten): Kategorien, Vorlagen und Felder unter Workspace-Einstellungen anlegen und pflegen. - [Formulare am Task](https://docs.leadtime.app/de/form-library/formulare-am-task): Formulare an Tasks anhängen, in Sidebar und Inline-Blöcken ausfüllen, Rechte und Abrechnung beachten. ### Agents - [API-Tokens als Agent nutzen](https://docs.leadtime.app/de/agents/api-tokens-als-agent-nutzen): Agent-Personal-Access-Tokens fuer Skripte, Automationen und Unternehmensintegrationen erstellen. - [OpenClaw verbinden](https://docs.leadtime.app/de/agents/openclaw-verbinden): Das Leadtime OpenClaw Plugin mit einem einmaligen Einrichtungscode installieren. - [Self-hosted Agents](https://docs.leadtime.app/de/agents/self-hosted-agents): Eigene Agent-Runtimes mit Leadtime verbinden: Agent Tokens, signierte Webhooks, Session APIs und Beispielintegrationen fuer OpenClaw/Hermes. - [OpenClaw Plugin](https://docs.leadtime.app/de/agents/openclaw-plugin): Das Leadtime OpenClaw Plugin verbindet einen oder mehrere Leadtime-Agenten mit einem bestehenden OpenClaw-Gateway. - [Cursor Cloud Agents](https://docs.leadtime.app/de/agents/cursor-cloud-agents): Cursor Cloud mit Leadtime-Agenten verbinden und Projektaufgaben an einen Cloud Coding Agent delegieren. - [Claude Agents](https://docs.leadtime.app/de/agents/claude-agents): Claude Agents mit wiederverwendbaren Anthropic API-Schluesseln, verwalteten oder bestehenden Claude Ressourcen, Skills, MCP Tools, GitHub Repositories, Modellen und Projekt-Overrides konfigurieren. - [Hermes-Helfer](https://docs.leadtime.app/de/agents/hermes-helfer): Mit einem Setup-Code einen Leadtime Self-hosted Agent mit einer Hermes Agent Runtime verbinden. ### Support-Gespräche - [Support-Gespräche](https://docs.leadtime.app/de/support): Kontaktieren Sie das Leadtime-Team, teilen Sie hilfreichen Kontext und verfolgen Sie alle Antworten in einem privaten Gespräch. ### Changelog - [Express quotation Accept uses workspace color](https://docs.leadtime.app/de/changelog/express-quotation-workspace-accent): The public Accept button now uses your workspace accent color. - [Leadtime plugins work across more agent clients](https://docs.leadtime.app/de/changelog/skills-through-mcp): Leadtime can now supply its workspace guides through the same MCP connection as its tools. - [Task blocking](https://docs.leadtime.app/de/changelog/task-blocking): Tickets can wait on other tickets. Relationships in the sidebar show parent, blocked by, and is blocking, with a Blocked badge while any blocker is still open. - [Subtasks sit under the description](https://docs.leadtime.app/de/changelog/subtasks-under-description): Create or connect subtasks in the main task column, with number, title, type, priority, and status on each row. - [Images work across agent models](https://docs.leadtime.app/de/changelog/images-work-across-agent-models): Ask any Leadtime Agent model to inspect screenshots, documents, charts, and photos. - [Long agent tasks keep their context](https://docs.leadtime.app/de/changelog/long-agent-tasks-keep-their-context): Leadtime Agent can condense older conversation history and continue the same task reliably. - [Set up your workspace while you learn Leadtime](https://docs.leadtime.app/de/changelog/progressive-workspace-setup): Leadtime Agent now imports and explains each part of your company as you work through setup. - [Support replies can be drafted with AI](https://docs.leadtime.app/de/changelog/assisted-support-replies): The Leadtime team can create and refine reply drafts while keeping every send action under human control. - [Talk directly with the Leadtime team](https://docs.leadtime.app/de/changelog/support-conversations): Keep support questions, replies, screenshots, and files together in private conversations. - [Safer batch actions with Leadtime Agent](https://docs.leadtime.app/de/changelog/safer-agent-batch-actions): Apply the same change to many matching records with clearer scope checks, error reporting, and verification. - [Read documentation without leaving Leadtime](https://docs.leadtime.app/de/changelog/documentation-inside-leadtime): Open contextual help articles in Leadtime and keep your current work in view. - [Self-hosted agent setup is safer](https://docs.leadtime.app/de/changelog/safer-self-hosted-agent-setup): Follow one clear setup path and keep externally configured connection details in sync. - [DeepSeek V4.1 Flash in the agent picker](https://docs.leadtime.app/de/changelog/deepseek-v4-1-flash-agent-model): Agent chats that pick DeepSeek Flash now use the V4.1 generation. - [In-page motion still plays when page slides are off](https://docs.leadtime.app/de/changelog/side-menu-expand-animation): Turning Navigation animations off still stops pages from sliding. Other motion in the app, including the left menu, keeps playing. - [Public API rate limits](https://docs.leadtime.app/de/changelog/public-api-rate-limits): The Public API now rejects abusive request bursts with HTTP 429 and Retry-After. - [Empty page while a screen is still loading](https://docs.leadtime.app/de/changelog/route-loading-placeholder): Moving to a new screen now shows a blank page with a center spinner, then the new page fades in. - [Navigation animations are off unless you turn them on](https://docs.leadtime.app/de/changelog/navigation-animations-setting): Workspace pages no longer slide by default. You can turn the left-right animation on in Appearance or override it in your profile. - [Agents can use Leadtime tools in the open tab](https://docs.leadtime.app/de/changelog/webmcp-site-tools): When Leadtime is already open, ChatGPT desktop and Codex can use your current session instead of a separate MCP connector. - [Publish project documentation to guests](https://docs.leadtime.app/de/changelog/guest-documentation-publication): Organization members now see only the documentation you publish, with organization defaults, project overrides, and selected pages. - [Welcome banners and colors for guest Home](https://docs.leadtime.app/de/changelog/guest-welcome-banner-branding): Organization Guest access settings can now brand the guest Home banner and set an accent color for that organization's guests. - [A clear Home page for guests](https://docs.leadtime.app/de/changelog/guest-home): Guests now start with a simple guide and cards for the projects and work shared with them. - [Clearer Cursor marketplace install steps](https://docs.leadtime.app/de/changelog/cursor-marketplace-install): Agent integrations now tells you to add the Leadtime marketplace in Cursor, then install the plugin. - [Guest Projects menu lists accessible projects](https://docs.leadtime.app/de/changelog/guest-projects-menu): Guests can open the projects list from the top nav and pick one of their projects from the same item. - [Chat with agents is now a permission](https://docs.leadtime.app/de/changelog/agent-chat-permission): Staff keep agent chat. Standard guests no longer see the Agents page, agent panel, or toolbar shortcut unless a custom guest role turns the permission on. - [Light blue workspace color](https://docs.leadtime.app/de/changelog/light-blue-workspace-color): Choose a light blue accent for navigation, buttons, and active states. - [Fullscreen writing in the editor](https://docs.leadtime.app/de/changelog/editor-fullscreen-mode): Open any editor in a focused fullscreen view from the slash menu or a keyboard shortcut. - [Safer guest role permissions](https://docs.leadtime.app/de/changelog/safer-guest-role-permissions): Guest role boundaries now remain enforced for custom and inherited roles. - [Keep your place in project documentation](https://docs.leadtime.app/de/changelog/clearer-documentation-context): Folder paths and clearer panel controls make documentation easier to navigate at every screen size. - [Agent button for guest users](https://docs.leadtime.app/de/changelog/guest-agent-toolbar-button): Guest users can open the agent panel from the same toolbar button as staff. - [Clearer project views for guest users](https://docs.leadtime.app/de/changelog/clearer-project-views-for-guests): Guest users now see only the project tabs, columns, and filters that match what they can access. - [Clearer project documentation tree and details](https://docs.leadtime.app/de/changelog/clearer-project-documentation-workspace): Create pages faster, keep the tree easier to scan, and delete from Actions in page or folder details. - [GLM 5.3 and GLM 5.3 Flash in the agent picker](https://docs.leadtime.app/de/changelog/glm-5-3-agent-models): Choose Z.ai's latest GLM models for cheap, capable agent work. - [DeepSeek V4 Pro now uses the latest GA release](https://docs.leadtime.app/de/changelog/deepseek-v4-pro-0813): Agent chats that pick DeepSeek V4 Pro now request the 0813 general-availability model. - [Gemini 3.7 Flash in the agent picker](https://docs.leadtime.app/de/changelog/gemini-3-7-flash-agent-model): Choose Google's latest Flash model for fast agent work and coding. - [Custom logos for guest users](https://docs.leadtime.app/de/changelog/guest-access-custom-logo): Organization settings can replace the Leadtime or workspace logo that guest members see after they sign in. - [Log in as organization members](https://docs.leadtime.app/de/changelog/login-as-organization-members): Managers can open a real guest session from a member detail page to verify guest roles and visibility. - [Watch the agent work live in Slack](https://docs.leadtime.app/de/changelog/slack-agent-live-progress): Slack now shows live progress cards while the Leadtime agent runs tools. - [Newer MCP clients can use the same Leadtime URL](https://docs.leadtime.app/de/changelog/mcp-dual-protocol): Leadtime MCP now speaks both the current and the 2026 protocol on one endpoint. - [Grok 4.6 in the agent picker](https://docs.leadtime.app/de/changelog/grok-4-6-agent-model): Choose xAI's latest Grok model for long-running agent work. - [Favorite the models you use most](https://docs.leadtime.app/de/changelog/favorite-agent-models): Star models in the agent picker so your go-to options stay at the top. - [Automate project documentation safely](https://docs.leadtime.app/de/changelog/automate-project-documentation): Agents, n8n workflows, and Zapier automations can find, edit, organize, and restore project pages through one consistent API. - [Work together in project documentation](https://docs.leadtime.app/de/changelog/project-documentation-workspace): Organize project knowledge in pages and folders, edit together, recover changes, and keep working on every screen size. - [Export project documentation as a PDF book](https://docs.leadtime.app/de/changelog/project-documentation-pdf-exports): Share one page, one documentation section, or a complete project knowledge book. - [Review project documentation activity](https://docs.leadtime.app/de/changelog/clear-project-documentation-audit-history): Documentation edits now appear as useful actor-and-page editing periods in the administration audit history. - [More agent models, in a tidier picker](https://docs.leadtime.app/de/changelog/more-agent-models): Choose the latest frontier models without losing access to older favorites. - [Public documentation is now available](https://docs.leadtime.app/de/changelog/public-documentation): Find Leadtime guidance in a fast, searchable help site built for people and AI tools. - [A simpler, safer signup](https://docs.leadtime.app/de/changelog/simpler-safer-signup): Create a Leadtime workspace with fewer steps and more reliable email verification. - [Record part-time employment](https://docs.leadtime.app/de/changelog/part-time-employment): Classify employees as part-time throughout Leadtime and its public API. - [Guided workspace setup with Leadtime Agent](https://docs.leadtime.app/de/changelog/guided-workspace-setup): New workspaces get practical, adaptive help while setting up their real team and work. - [See when agent conversations need attention](https://docs.leadtime.app/de/changelog/agent-conversations): Spot unread replies and follow longer agent work without repeatedly checking each chat. - [Agents can record task time](https://docs.leadtime.app/de/changelog/agent-time-tracking): Let an agent add time to the task it is working on and keep the activity visible. - [Agents can take you to the right place](https://docs.leadtime.app/de/changelog/agent-navigation): Leadtime Agent can open tasks and navigate the workspace without breaking the conversation. - [Start automations from Slack messages](https://docs.leadtime.app/de/changelog/slack-automation-triggers): Use a matching Slack message as the trigger for a Leadtime automation. - [Talk to Leadtime Agent](https://docs.leadtime.app/de/changelog/voice-input-for-agents): Record a voice message, review its transcription, or send it directly from the agent chat. - [A more organized agent workspace](https://docs.leadtime.app/de/changelog/organized-agent-workspace): Use a dedicated chat page, pin important conversations, and download files created by agents. - [Build custom agents inside Leadtime](https://docs.leadtime.app/de/changelog/custom-agents): Give a custom agent its own instructions, skills, connections, and identity. - [Keep the agent chat within reach](https://docs.leadtime.app/de/changelog/flexible-agent-chat): Float the chat beside your work and answer follow-up questions without losing context. - [See an employee's work patterns at a glance](https://docs.leadtime.app/de/changelog/staff-statistics): Review recent workload, value categories, and attendance mood from the employee profile. - [A clearer workspace dashboard](https://docs.leadtime.app/de/changelog/clearer-dashboard): Read key project, staff, workload, turnover, and goal insights in a more consistent layout. - [Editing tasks feels more predictable](https://docs.leadtime.app/de/changelog/more-predictable-editing): Select linked items more easily, keep comment actions close, and reliably undo structural edits. ## RSS Feeds - [Leadtime Docs — Changelog](https://docs.leadtime.app/changelog/rss.xml)