Getting Started

After signing in you land on Overview - your campaign board. The sidebar on the left is your main navigation; on a phone the four most-used destinations sit in the bottom bar, and the rest are under “More”.

Start in Settings to turn features on or off. It has five tabs: Features, Communications, Connections, Appearance & Branding, and Account.

Next, open the Team page to invite your colleagues. Roles are Owner (full control, one per team), Admin (manage members and most settings), and Member (work listings and tasks).

Then add your first listing from Overview - New Listing - and it appears on the board in your first stage.