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Most confusion in Atelier comes from a small number of deliberate design decisions. Here they are, with what to do about each.
Items with no cost count as nothing. Check the project Overview’s No price set card — it lists exactly which rows are missing a vendor cost, and each one is quietly flattering your number.
Tasks with no start or due date can’t be placed on a timeline, so they aren’t drawn. Add dates, or use Board or List instead.
My tasks shows work assigned to you. An unassigned task sits on the project board and in nobody’s day. Check assignees on the project board.
Today is a notepad, not a filter — nothing arrives in it automatically. Pull tasks over from My tasks, or type straight into the box.
Correct. The library holds the retail price — what a piece generally costs. A schedule row holds what you are paying the vendor and charging this client on this job. Editing a row never rewrites the library.
Atelier does not de-duplicate automatically. Search before adding — and if two copies already exist at different prices, decide which is right before either one reaches a schedule.
Two controls fix this. Organize changes what rows group by, Columns changes what you see, and both are set per view — so Planning can group by room while Procurement groups by vendor. Collapse the groups you aren’t working in.
Expected, if the invoice is not a draft. The assistant writes drafts only; once a document has been sent it is yours to change in Finance or through a change order.
Shared links stay live, so the content updates — but check you shared the right object. A shared pinboard does not include the schedule, and vice versa. Also check your visible columns before sharing a schedule: vendor cost and markup should be hidden.
Still stuck? Get help at the bottom of the sidebar.