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Find the next step

Short guides for the work you want to do in Tooling Studio. Search for a task or choose a product.

Guides

2 guides

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

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