Step-by-step guide
Add a teammate
Invite someone by email, set their role, and choose the products and boards they can use.
Kanban TasksSales CRMTimeOKR
Guides
12 guides
Step-by-step guide
Add a custom tag to a task
Create a color-coded tag from a task and use it to group related work on its board.
Kanban Tasks
Step-by-step guide
Create a board and workflow lists
Create a Kanban Tasks board, add workflow lists, and put the stages in the order your team uses.
Kanban Tasks
Step-by-step guide
Create and assign a task
Create a task in the right list, add a due date, assign an active teammate, and check it in Get Work Done.
Kanban Tasks
Getting started
Get started with Kanban Tasks
Set up a board, add tasks, work from Gmail, and share work with your team.
Kanban Tasks
Step-by-step guide
Set up your first OKR cycle
Create a cycle, add objectives and key results, link them to tasks or deals, and run a weekly check-in.
OKRKanban TasksSales CRM
Step-by-step guide
Make a task repeat
Give a task a due date and a repeat schedule: daily, weekly, monthly, every weekday, or a custom pattern.
Kanban Tasks
Step-by-step guide
Automate a list
Run actions when a task enters or leaves a list, such as completing it, setting a due date, or adding a tag.
Kanban Tasks
Step-by-step guide
Share a board
Add teammates to a team board, choose board admins, and remove access when someone no longer needs it.
Kanban Tasks
Step-by-step guide
Set up a deal pipeline
Create a deal board, tune its stages, add deals, and mark them won or lost.
Sales CRM
Step-by-step guide
Turn on two-factor authentication
Protect admin actions with a code from an authenticator app, and keep backup codes in case you lose your phone.
Kanban TasksSales CRMTimeOKR
Getting started
Get started with Sales CRM
Set up a pipeline, add contacts and deals, and keep follow-ups in one place.
Sales CRM