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