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Getting Started

Getting Started

The essentials to help get you set up.

Scottie Elliott avatar Marie Parajes avatar
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.
Scottie Elliott avatar
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.
Marie Parajes avatar
Written by Marie Parajes
Updated over a week ago

Creating a New Project

Learn how to add and save a New Project
Scottie Elliott avatar
Written by Scottie Elliott
Updated over a week ago

Notification Settings

Customize how and when you receive notifications.
Scottie Elliott avatar
Written by Scottie Elliott
Updated over a week ago

Add Custom Statuses

How to create and track custom statuses
Scottie Elliott avatar
Written by Scottie Elliott
Updated over a week ago

Adding Team Members (Associates)

Learn how to add Associates to your account.
Scottie Elliott avatar
Written by Scottie Elliott
Updated over a week ago

Adding Your Company Logo

Learn how to add your company logo.
Scottie Elliott avatar
Written by Scottie Elliott
Updated over a week ago

Adding Team Members (Clients)

Learn how to invite clients to their projects.
Scottie Elliott avatar
Written by Scottie Elliott
Updated over a week ago

Reassigning Account Ownership

Learn how to make another user the owner on the account.
Scottie Elliott avatar
Written by Scottie Elliott
Updated over a week ago
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