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Commandix guide

Getting Started

Use this chapter to understand the product shape before going deep into tasks, goals, projects, and constraints.

Last updated July 8, 2026

The first screen after login is the dashboard. Managers and executives see strategic and operational sections based on their role.
The first screen after login is the dashboard. Managers and executives see strategic and operational sections based on their role.

First login checklist

  1. Sign in at app.commandix.io. Your organization may use local login, Microsoft 365 SSO, or Google SSO depending on tenant settings.
  2. Open Profile. Confirm your name and enable MFA if your organization requires stronger authentication.
  3. Open Settings. Set theme, language, currency, notification preferences, and any Slack notification preferences available to you.
  4. Open My Tasks. Review work assigned to you and create your first personal task if you do not have active work yet.
  5. Managers should open Units and Tasks. Verify the org tree, team membership, open work, blockers, and unassigned tasks.

Layout and navigation

Sidebar

Primary navigation. It can be collapsed to icon mode on desktop and becomes mobile navigation on smaller screens.

Search

Global search returns tasks, people, goals, and projects. Use it when you know the name but not the module.

Notifications

Notification panel surfaces task, project, and goal updates. Selecting a notification opens the related item.

Favorite projects

Star a project to pin it into the sidebar for faster access.

Roles and access

Role or access typeWhat it can do
SUPERADMINPlatform-level administration, tenant creation, tenant-wide audit views, and superadmin-only settings.
OWNERTenant owner or executive. Can see the full organization, manage users, settings, projects, goals, deals, audit logs, and constraints.
MEMBERStandard employee. Can manage assigned work, personal tasks, profile, and visible goals/projects.
VIEWERRead-oriented account. Section access can grant visibility to specific modules such as deals, goals, projects, tasks, or units.
Unit manager/headCan manage work in the unit they lead and descendant units. Manager-only routes become available.
  1. Create or verify organization units under Units and People.
  2. Add users or import them from Microsoft 365 or Google Workspace.
  3. Create strategic goals with clear start and end dates.
  4. Create projects that contribute to those goals.
  5. Create tasks inside projects and assign them to people or team queues.
  6. Use the Constraints module after enough active tasks exist to identify the system bottleneck.