How to's - Basics
Activity |
Instruction |
Location |
1. Edit Profile |
Click your profile photo |
Top Bar |
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Click Profile Settings |
Top Bar Dropdown |
2. Enter a WORKSPACE |
WORKSPACE - This is where all the project tasks with a team are stored |
| |
Click your profile photo |
Top Bar |
| |
Click on a Workspace |
Top Bar Dropdown |
3. Quick Add anything |
Click Quick Add button (+) |
Top Bar |
4. Edit a Task |
Click My Task |
Header |
| |
Click a Task |
Main Pane |
| |
Edit Task settings |
Right Pane |
5. Search Anything |
Click into the search bar, type anything, then Enter |
Header |
6. Favorite Anything |
Click the star icon beside a project name, contact name, etc. |
Side Bar |
7. Chat with team mate |
Select a Project |
Side Bar |
| |
Click Conversations |
Header |
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Post a message and click Post |
Main Pane |
8. Book a schedule |
Select a Project |
Side Bar |
(task deadline, meeting, etc.) |
Click on calendar |
Main Pane |
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Where to find?
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1. TOP BAR My Tasks, Inbox, Quick Add, Search, Profile Settings, Workspace or Organisation Settings
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2. SIDE BAR My Dashboard, Projects, Favorites, Recents, Team Conversations, Team Calendar,
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3. HEADER Options for a Project, My Tasks, or Search views
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4. MAIN PANE Search results, Inbox notifications, Dashboard project cards, Task lists, and Conversation posts
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5. RIGHT PANE Assign a Task, Set a due date & time, Heart a Task, Identify what project a task is in, Mark a task complete or incomplete, Add a description to a task, Build a list of subtasks, Attach files, Post comments, Follow or Unfollow tasks
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