Help center

Help, floorby floor.

Guides for setting up and running projects in Veldis, answers to common questions, and how to reach us.

Getting started

Setting up your workspace
Once your plan is confirmed, we send the workspace owner an invitation by email. Follow the link, set your password and name your workspace. You can change the name later in workspace settings.
Creating your first project
Choose New project, give it a name and pick Blank or a template. Add milestones first: they become the floors of the project. Each milestone can have a target date.
Adding tasks
Open a milestone and add tasks. Give each one an owner and a due date; add a description or files if they help. Tasks without an owner are flagged so nothing sits unclaimed.

Subtasks and checklists
Inside a task, add subtasks when a step needs its own owner, or a checklist when the same person ticks a few steps. The task shows how many are done.
Comments, mentions and files
Use the comment box on a task to discuss it. Type @ and a name to mention a teammate; they receive an email. Attach files to the task so the latest version is always where the work is.
Linking tasks that depend on each other
In a task, choose Waits for and pick the task it needs first. Both tasks show the link. When the first task is done, the waiting one shows as ready.

List, board and calendar
Switch views from the top of any project. Filters you set (owner, milestone, status) carry across views.
Reading the workload view
Workload stacks each person’s open tasks for the selected week. Open a pile to see the tasks and reassign one to someone else.

Inviting people
From workspace settings, invite people by email. They choose their own password when they accept.
Roles per project
In each project, set who manages it, who can edit tasks and who can only view. People who are not part of a project don’t see it.
Choosing your email notifications
In your profile, choose which emails you receive: assigned to you, due soon, comments and mentions.

Saving a project as a template
From a project’s menu, choose Save as template. Milestones, tasks, checklists and roles are kept; dates become offsets from the start.
Starting from a template
Choose New project, then the template, then the start date. Veldis places every task relative to that date; adjust any of them afterwards.

Changing your plan
Write to us with the change you need. We confirm the new terms in writing before anything changes.
Cancelling
You can cancel before your next renewal by writing to us. Access continues until the end of the current term. The cancellation policy has the details.
Getting your data out
Ask us for an export of your workspace at any time. When a subscription ends, we delete workspace data as described in the data processing agreement.

The cancellation policy and the data processing agreement cover the account and data questions in full.

FAQ

How do plans work?
Veldis is sold as a subscription. Plans are set on request: tell us how many people and projects you run, and we come back with a plan. The terms are confirmed in writing in your order before you start.
Why aren’t plans listed on the site?
Teams differ in size and in how they run projects, so we size each plan with you rather than guess. It takes one email.
Can we cancel?
Yes. Cancel before your next renewal date and the subscription stops at the end of the current term. See the cancellation policy for details.
Does Veldis track time?
No. Veldis manages projects, milestones, tasks and the people doing them. It has no timers or timesheets, and it doesn’t plan work on its own: your team decides, Veldis keeps it visible.
Where is our data kept?
The service runs with a professional hosting provider, and every connection uses HTTPS. We process your project data only to provide the service, under our data processing agreement.
Who can see a project?
Access is set per project. People outside a project don’t see it; inside, roles decide who manages, who edits and who only views.
Can we get our data out?
Yes. Ask us for an export at any time, and for deletion when you leave.
How do we reach support?
By email or phone. Email is best for anything with screenshots or steps to reproduce.

Support

Write to us with your workspace name and what you were trying to do. Screenshots help.