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Quick Start

After installation, three steps are needed to start using roots productively.

1. Launch roots

Start the desktop app or the dev server (npm run tauri:dev).

2. Connect a Service

Click the Connect button in one of the source columns (Moco, Jira, Outlook) or open the Connection Manager from the settings menu.

Each service requires different credentials:

ServiceWhat you need
MocoDomain + API Key
Jira CloudURL + Email + API Token
Jira ServerURL + PAT or Username/Password
OutlookAzure Client ID + Tenant ID
PersonioClient ID + Secret + Email

TIP

Step-by-step instructions for each service are available under Connections.

3. Use the Timeline

After a successful connection roots automatically loads data for the current day. Navigate through days using the arrow buttons or the calendar sidebar.

  • Click an entry to open the context menu (edit, delete)
  • Hover over an entry to highlight matched entries in other columns
  • Target/actual bar in the header shows the current balance per day

Next Steps

Released under the MIT License.