Users

• Invite Your Team
• How To Create A Team Member Manually
• Creating Teams
• Assigning Privileges To Team Members

Profile

• Setting Up System Notifications
• Freshbooks Integration
• Zapier Integration
• Changing Your Interface & Background
• Right-Clicking On Your Team

Priority

• Understanding Priorities
• Understanding Priorities Part 2
• Transferring Priorities
• How To Find And Revert A Completed Priority (Priority Archives)
• How To Delete A Priority
• Creating Subtasks of Priorities
• Create Priorities from Emails
• Public vs. Private Priorities
• Assigning Priorities to Clients
• Priority Templates
• Chrome Extension

Chat

• Using Chat
• Chat With A Team Member
• Creating and Using Chat Channels

Calendar

• How To Use The Calendar
• Creating Priorities From The Calendar
• Create Recurring Priorities
• What Are Calendar Priorities
• What Is Calendar Scheduling
• What Are Calendar Tasks
• What Is A Calendar Event
• General Calendars

Clients

• Setting Up Clients
• Client Page Overview
• Inviting Contacts of Clients
• Invite Team Members To Manage A Client
• Chat With A Contact of a Client (Guest)
• How To Import Clients
• Creating Centralized Discussions
• Discussion Awareness

Funnel

• How To Use Funnels
• Using Stage Notifications

Time

• Time Keeping

Files

• How To Upload Files