User Guide
Welcome to Stellary! This guide walks you through every major area of the platform — from boards and knowledge management to AI agents and automations.
- Create your account on Stellary (free during early access)
- Your organization and workspace are created automatically
- Click "New Project" to create your first board
- Add cards, set up your knowledge base, invite your team, and you're all set!
Explore the Guides
Each guide covers a major area of Stellary in depth. Pick the one that interests you, or read them in order for a complete tour.
Board & Views
Organize work across 5 powerful views — Kanban, List, Calendar, Roadmap, and Stats — with drag-and-drop, scopes, and flexible filtering.
Knowledge Base
Create and manage documentation with 8 document types, a rich TipTap editor, review workflows, mentions, and hierarchical organization.
Cockpit & Pilotage
Steer your projects with context profiles, priorities, missions, todos, decisions, and AI-proposed actions — all in one command center.
AI Project Wizard
Launch projects with a 4-stage AI-guided flow: framing, refinement, roadmap generation, and execution setup — from idea to action.
AI Agents & MCP
Deploy workspace agents with 3 autonomy modes, assign them missions, and connect external tools through MCP integration.
Automations
Automate repetitive work with 7 trigger types, conditional logic, configurable actions, and a full audit trail.
Team & Collaboration
Manage organizations, workspaces, custom roles with granular RBAC, invitations, and real-time notifications.
Real-time & Security
Stay in sync with WebSocket and SSE updates, and keep your account safe with 2FA and API token management.
Features at a Glance
Kanban board
Drag and drop cards between customizable columns
List view
See all your tasks in a sortable, filterable table
Calendar view
Visualize due dates and plan by month
Roadmap view
Timeline visualization of milestones and progress
Stats view
Charts and metrics on velocity, burndown, and more
Knowledge base
8 document types with rich editing and review
Strategic cockpit
Missions, priorities, todos, and decisions
AI Project Wizard
From idea to structured project in 4 stages
AI Agents
Autonomous agents with configurable autonomy modes
MCP integration
Connect agents to external tools and services
Automations
7 triggers, conditions, and actions with audit trail
Team management
Orgs, workspaces, custom roles, RBAC
Real-time sync
WebSocket and SSE for instant collaboration
Security
2FA, API tokens, and granular permissions
Platform Overview
A closer look at each area of Stellary and what you can do within it.
Board & Views
The board is the heart of every project. Stellary offers 5 complementary views so you can look at your work from different angles.
- Kanban — drag-and-drop cards across customizable columns
- List — a powerful sortable and filterable table view
- Calendar — plan and visualize due dates by month
- Roadmap — timeline view for milestones and long-term planning
- Stats — velocity, burndown, and distribution charts
- Scopes and drag-and-drop for flexible card organization
Knowledge Base
A built-in documentation system so your team knowledge lives alongside your project work — not in a separate tool.
- 8 document types: note, spec, RFC, ADR, runbook, guide, template, and more
- Rich TipTap editor with markdown shortcuts and embeds
- Review workflow — request reviews and track approval status
- Mentions — reference teammates and documents inline
- Hierarchical organization with parent-child relationships
Cockpit & Pilotage
Your strategic command center. Instead of getting lost in individual tasks, the cockpit gives you the big picture and helps you steer.
- Context profiles — set the strategic context for your workspace
- Priorities — define up to 4 active priorities at a time
- Missions — high-level objectives that group related work
- Todos — quick personal action items
- Decisions — record and trace key decisions
- Proposed actions — AI suggests, you approve or reject
AI Project Wizard
Go from a rough idea to a fully structured project through a guided 4-stage AI conversation.
- Framing — describe your idea, the AI asks clarifying questions
- Refinement — iterate on scope, constraints, and goals
- Roadmap — AI generates milestones, phases, and deliverables
- Execution — cards, priorities, and structure are created for you
AI Agents & MCP
Stellary agents are AI-powered team members that can observe your workspace, propose actions, or act autonomously — depending on the level of trust you set.
- Workspace agents — scoped to a specific workspace context
- 3 autonomy modes: suggest-only, semi-autonomous, fully autonomous
- Missions — assign objectives to agents like any team member
- MCP integration — connect agents to external tools and APIs
Automations
Eliminate repetitive manual work. Set up rules that trigger automatically when specific events happen in your workspace.
- 7 trigger types: card created, status changed, date reached, and more
- Conditions — add filters so automations only fire when criteria are met
- Actions — move cards, assign members, send notifications, update fields
- Audit trail — see exactly what each automation did and when
Team & Collaboration
Stellary is built for teams of all sizes. A flexible hierarchy keeps everything organized without getting in the way.
- Organizations — the top-level container for your company or group
- Workspaces — isolated project environments within an org
- Custom roles — define exactly what each role can see and do
- RBAC — granular, role-based access control across the platform
- Invitations — invite teammates by email with a specific role
- Notifications — real-time alerts for mentions, assignments, and updates
Real-time & Security
Collaboration happens in real time, and your data stays protected with modern security practices.
- WebSocket — instant updates when teammates make changes
- SSE — server-sent events for live notifications and feeds
- 2FA — two-factor authentication for account protection
- API tokens — create scoped tokens for integrations and scripts
Check out the technical documentation for the REST API and MCP integration with AI agents.