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Getting Started
Getting Started
The essentials to help get you set up.
8 articles in this collection
Written by
Scottie Elliott
Assigning Projects to Team Members
Have access to only the projects you're working on.
Written by
Scottie Elliott
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