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Activity
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Instruction
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Location
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1. Edit Profile
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Click your profile photo
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Top Bar
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Click Profile Settings
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Top Bar Dropdown
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2. Enter a WORKSPACE
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WORKSPACE - This is where all the project tasks with a team are stored
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Click your profile photo
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Top Bar
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Click on a Workspace
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Top Bar Dropdown
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3. Quick Add anything
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Click Quick Add button (+)
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Top Bar
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4. Edit a Task
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Click My Task
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Header
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Click a Task
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Main Pane
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Edit Task settings
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Right Pane
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5. Search Anything
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Click into the search bar, type anything, then Enter
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Header
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6. Favorite Anything
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Click the star icon beside a project name, contact name, etc.
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Side Bar
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7. Chat with team mate
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Select a Project
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Side Bar
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Click Conversations
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Header
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Post a message and click Post
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Main Pane
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8. Book a schedule
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Select a Project
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Side Bar
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(task deadline, meeting, etc.)
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Click on calendar
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Main Pane
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1. TOP BAR
My Tasks, Inbox, Quick Add, Search, Profile Settings, Workspace or Organisation Settings
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2. SIDE BAR
My Dashboard, Projects, Favorites, Recents, Team Conversations, Team Calendar,
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3. HEADER
Options for a Project, My Tasks, or Search views
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4. MAIN PANE
Search results, Inbox notifications, Dashboard project cards, Task lists, and Conversation posts
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5. RIGHT PANE
Assign a Task, Set a due date & time, Heart a Task, Identify what project a task is in, Mark a task complete or incomplete, Add a description to a task, Build a list of subtasks, Attach files, Post comments, Follow or Unfollow tasks
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