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 7 powerful views and modes — Kanban, List, Calendar, Pipeline, Roadmap, Stats, and Mindmap — with drag-and-drop, scopes, and flexible filtering.
Knowledge Base
Create and manage documentation with 7 selectable document types, a rich TipTap editor, review workflows, mentions, and hierarchical organization.
Dashboard & widgets
Build steering views with actionable widgets, composable metrics, AI agents, risks, decisions, and an operational inbox.
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.
Local AI Apps
Connect Stellary to Codex, Claude Code, Cursor Agent, LM Studio, or AnythingLLM for local agent missions.
AI Workflows
Draw reusable delivery circuits: agent steps, quality loops, conditions, and human gates — then follow every run live.
Automations
Automate repetitive work with 7 trigger types, conditional logic, configurable actions, and clear rule tracking.
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
Pipeline view
Track project workflows and related runs
Roadmap view
Timeline visualization of milestones and progress
Mindmap view
Hierarchical graph of cards, sub-cards, and relations within a scope
Stats view
Charts and metrics on velocity, burndown, and more
Knowledge base
7 document types, rich editing, and review
Custom dashboard
Actionable widgets, risks, AI agents, and metrics
AI Project Wizard
From idea to structured project in 4 stages
AI Agents
Autonomous agents with configurable autonomy modes
Local AI apps
CLI execution and shared models from Stellary
MCP integration
Connect agents to external tools and services
Automations
7 triggers, conditions, and configurable actions
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 7 complementary views and modes 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
- Pipeline — track workflows and runs linked to the project
- Roadmap — timeline view for milestones and long-term planning
- Stats — velocity, burndown, and distribution charts
- Mindmap — hierarchical graph of cards, sub-cards, and relations within a scope
- 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.
- 7 selectable document types
- 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
Dashboard & widgets
Compose a steering view. The dashboard brings together signals that need action, without replacing Iris on Home.
- Custom views — compose a dashboard for each role or moment
- Operational inbox — approvals, blockers, todos, and due cards
- Composable metrics — missions, cards, agents, documents, and pipelines
- AI-agent widgets — activity, proposals, reliability, and load
- Decisions to make — proposed arbitrations, age, and impact stay visible
- AI briefing — highlights, concerns, and suggested actions
- Risks & dependencies — execution blockers stay actionable
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
Local AI Apps
Stellary can run agent missions through local AI CLIs and local servers on a connected machine.
- Desktop host — keep Stellary connected to the workspace
- Local models — share ready models from Codex, Claude Code, Cursor Agent, and more
- Repositories — link a local Git folder before code-editing missions
- Targeting — choose any compatible machine or one specific machine
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, change status, assign members, archive, or update priority
- Tracking — see active rules and their trigger → action summary
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.