12 step-by-step guides covering every screen and feature of RankOps — how to navigate the sprint dashboard, operate the tasks kanban, configure the goals panel, read the AI Daily Review, use the templates library, and generate client reports from the reporting module.
From the morning briefing to client-ready reports — every feature explained with real workflows.
The top section of the Sprint Dashboard shows 8 health metric cards. The planning interface sits below them. Mid-sprint and close views are accessible from the sprint status dropdown.
Guide 03The main kanban board with 6 column stages, a task type selector in the creation form, WIP limit controls in column settings, and a bulk-select checkbox on each row.
Guide 04The Goals tab shows goal cards grouped by category. Each card has a progress bar, a data source indicator, and a trajectory line chart updated from connected tool data.
Guide 05A feed of up to 10 insight cards that appears in the Daily Review panel each morning. Each card has a type label, a description, and an action button linked to the relevant screen.
Guide 066 AI buttons scattered across the task and goal creation forms — Suggest Subtasks, Smart Title, Goal AI Suggest, Recovery Tasks, Batch from Notes, and AI Template Generation.
Guide 07The Reports module accessible from the left sidebar. Choose a template, configure branding in the white-label panel, preview the output, and set a delivery schedule.
Guide 12Then 05, 06 in order. Then specialty articles.
Reference 04, 05, 11 as needed.
Skip multi-client portfolio until you scale.
The portfolio and reporting focus path.
Focus on kanban, templates, and integrations.
Already onboarded — quick-reference cards only.
Read in any order — or follow the 4 phases from first setup to advanced operations
A walkthrough of the RankOps interface structure — the left sidebar, top navigation, main content area, and how each section maps to a feature covered in the rest of the course.
Step-by-step from the signup screen to an active sprint: create a workspace, create a project, add a task, add a goal, and turn on the AI Daily Review — with a screenshot at each step.
How to read each of the 8 metric cards, how to use the sprint planning interface to fill a sprint from the backlog, how to access the mid-sprint view, and how to close a sprint and open the retro panel.
How to create a task, choose a task type, drag it between columns, set a WIP limit on a column, use bulk select to move multiple tasks at once, and use keyboard shortcuts in the board view.
How to open the Goals tab, create a goal by selecting a category and data source, read the trajectory chart, and use the AI Suggest button to generate goal text from a plain-English description.
How to open the Daily Review panel, configure which insight types appear, filter by project, and use the action button on each insight card to navigate to the relevant task, goal, or alert.
Where to find each of the 6 AI buttons in the interface, what input each one needs, and what it generates — with a screenshot of the output for each.
How to open the Templates Library, browse the 16 built-in templates by category, clone one into a new project, and save a custom template from an existing project.
How to open the member capacity panel, read each member's available hours for the sprint, use that data in the sprint planning drag-and-drop interface, and reassign tasks mid-sprint from the board view.
How to switch to the Portfolio view from the top navigation, read the colour-coded health tiles, drill into a specific client workspace, and configure which projects appear on the portfolio board.
How to enable each tool integration from Settings → Integrations, what new buttons and data fields appear in the RankOps interface after each is connected, and how to check the sync status.
How to open the Reports module, select a template, configure the white-label branding panel, use the AI Narrative button to generate a summary section, preview the report, and set up a recurring delivery schedule.
The Daily Review panel gives me a scannable list of insight cards every morning. Each card has an action button that takes me directly to the right screen — no hunting through the kanban to find what changed overnight.
The goal auto-counting is what we notice most. The goal card updates its progress bar from connected tool data automatically — we stopped manually updating target numbers in spreadsheets entirely after week one.
The Templates Library means every new project starts from the same structure. Clone, rename, adjust 4 fields, done — the kanban columns, task types, and goal categories are already in place before you add a single real task.
RankOps is free on the Rankar.ai starter plan. Upgrade to Pro or Agency when you need multi-client portfolio views, white-label reports, and team workload management.