Getting Started

The essentials to help get you set up.

9 articles in this collection
Written by Scottie Elliott and Marie Parajes

Assigning Projects to Team Members

Have access to only the projects you're working on.

Written by Scottie Elliott
Updated over a week ago

How to create components

Learn how components work and how to add them to your items.

Written by Marie Parajes
Updated over a week ago

Creating a New Project

Learn how to add and save a New Project

Written by Scottie Elliott
Updated over a week ago

Notification Settings

Customize how and when you receive notifications.

Written by Scottie Elliott
Updated over a week ago

Add Custom Statuses

How to create and track custom statuses

Written by Scottie Elliott
Updated over a week ago

Adding Team Members (Associates)

Learn how to add Associates to your account.

Written by Scottie Elliott
Updated over a week ago

Adding Your Company Logo

Learn how to add your company logo.

Written by Scottie Elliott
Updated over a week ago

Adding Team Members (Clients)

Learn how to invite clients to their projects.

Written by Scottie Elliott
Updated over a week ago

Reassigning Account Ownership

Learn how to make another user the owner on the account.

Written by Scottie Elliott
Updated over a week ago