Creating Projects & Plans
A "Project" contains all of your "Plans". You can think of Projects as a folder where you store and retrieve all the plans that have been created. Some examples of how you can organize projects into buckets are Type of Business (e.g. Merchandis...
Adding & Removing Users
1. To Manage your Team, click on “Account Settings” on the left side menu. Once you are inside the account settings click on "User Management". *White Label Agency Accounts - If you are wanting to invite a user please ensure you invite the new us...
Changing your Profile Picture & Account Info
1. To Update your Profile Picture click on "Account Settings" from your navigation menu. the top right of the Projects screen and then "Account Settings" in the dropdown below or on the left side menu. 2. Click on the Profile Icon and from the...
Setting Permissions for Team Members
For all of your new and existing team members in a project, you can set permissions for members and client users. To get started, click on the "Account Settings" on the left side menu. Click on "User Management" then click on "User Permissions". O...
Project & Plan Settings
Project settings allow you to change the name, thumbnail, stats and task completion percentage for plans within a project. To access project settings, click on the cog icon next to the share button and a pop up will open. Plan settings allow you ...
Billing/Plans
You can view your billing area either by clicking on your icon at the top right and selecting "Billing/Plans" . The plans we have available are the Free 30 Day Trial plan, the Starter plan, the Pro plan, and the Agency plan. If you are on...