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Getting Started
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