We know, that new tools are fun and you may have skimmed over some emails or skipped some of the setup videos before trying to add your tasks and team and then hit a road block.
More than likely – that is why you are here.
This is a very important step, make sure you set up your business settings so you can start assigning tasks.
Setting Up your account
Table of Contents
Not yet, we are looking at ways to implement this. In the meantime, you can pull reports and export on CSV.
Please head over to Setting up for Success and watch the task videos, this is a more detailed.
The software is as good as the setup and user. We have designed the tool to be simple so your team can focus on getting the task done then clicking back and forth to update a task.