Commandix product documentation
Run the system with the manual open.
Search every feature, follow practical how-to guides, and understand the options behind each workflow in Commandix.
Chapters
Browse by capability
Learn the Commandix layout, navigation, global search, roles, and the fastest path from first login to useful operational data.
OperateDashboardUnderstand the Commandix dashboard, strategic goal strip, personal and manager views, unit cards, sales signals, and executive drilldowns.
OperateTodayUse Today to choose focus tasks, update daily work, review team work due today, and submit check-ins.
WorkTasksCreate tasks, create subtasks, assign work, set task options, use recurring tasks, dependencies, blockers, comments, attachments, and calendar time blocking.
WorkProjectsCreate projects, duplicate repeatable projects, manage project members, project tasks, kanban/list/calendar/graph views, forecasts, timelines, and goal links.
StrategyGoalsCreate company and department goals, assign weighted responsibility, link tasks and projects, and read live progress.
TeamsUnits and PeopleManage the organization tree, departments, team members, department heads, high performers, low performers, unit tasks, and six-month history.
RevenueSalesCreate deals, manage sales pipeline stages, probability, expected close dates, activities, lost reasons, sales performance, and unit drilldowns.
TOCConstraintsRun constraint analysis, interpret the identified constraint, read evidence, understand confidence, revenue exposure, future constraints, and create exploit, subordinate, and elevate actions.
TOCFlow AnalyticsUse cumulative flow, cycle time, lead time, flow efficiency, work type distribution, workload heatmap, aging WIP, throughput trend, and date ranges.
AdminSettings and UsersConfigure appearance, notifications, organization settings, users, roles, section access, MFA resets, imports, demo data, audit logs, and login events.
AdminIntegrationsConnect Microsoft 365, Google Workspace, Slack, group sync, user import, notification channels, and calendar task blocking.
SecurityProfile and SecurityUpdate profile, change passwords, enable MFA, store backup codes, manage sessions, export personal data, and submit privacy requests.
SecuritySecurity and ComplianceOperate Commandix with GDPR and SOC 2 readiness in mind using MFA, audit logs, login events, privacy exports, access controls, SSO, and secure static help delivery.
Popular how-to guides
Common workflows
Use project duplication as the repeatable project workflow, then set dates and adjust ownership for the next cycle.
02How to create tasksCreate a task with owner, department, dates, priority, goal/project links, TOC fields, recurrence, subtasks, and dependencies.
03How to create subtasksAdd subtasks while creating a task or later from the task detail modal.
04How to find top and weak sales performersOpen a sales unit, switch to people or history, and compare won value, won count, and assigned sales work.
05How to turn a bottleneck into actionRun analysis, read the evidence, then record Exploit, Subordinate, or Elevate actions.
06How to manage roles and accessUse Settings to update roles, teams, unit head assignments, section access, and MFA reset support.