SANEED HELP CENTER

Get started quickly and know where everything lives.

A practical guide to Saneed’s current core workflows. It will grow with major product releases so users do not have to learn by trial and error.

Get started

The essentials from account creation to workspace setup.

Create your account and verify your email.

Invite team members and assign roles.

Enable the Saneed app that fits your organization.

Turn requests and follow-up into measurable execution.

Create a task with owner, priority and due date.

Link tasks to projects with milestones, risks and KPIs.

Use board, list, calendar or timeline views.

From agenda to minutes, decisions and follow-up work.

Attach the meeting agenda and minutes.

Capture decisions, action items and owners.

End the meeting and keep a clear follow-up record.

Work, project and digital performance in dedicated reporting views.

Track project health, workload and on-time delivery.

Connect supported analytics sources and filter KPIs by date and account.

Export available reports to CSV when needed.

Manage subscriptions, invoices and payments in one place.

Review your active plan and usage limits.

Download available invoices and track payment status.

Contact Saneed for plans that require custom configuration.

Get help from Support and review protection details in the Trust Center.

Open a support ticket and attach details or images when needed.

Review the Trust Center for permissions, account and data protection.

Never share passwords or verification codes.

Need more help? Open a support ticket inside your Saneed account or contact the Saneed team from the contact section.