HELP CENTRE / START WITH THE OBJECT, THEN THE WORKFLOW
Use this guide to choose a workspace owner, establish the core records and launch one dependable process before expanding to more modules.
Email support↗SETUP
WORKFLOW
REVIEW
Name the workspace, set its timezone and currency, invite only the people required for the first workflow and confirm their roles.
Choose a concrete loop such as request-to-task, task-to-time or invoice-to-collection and define its owner, states and completion criteria.
Check what required manual work, which fields were missing and whether the resulting report helped a real decision before adding complexity.
Include the workspace name, page, affected record and what you expected when emailing support; do not send passwords or payment-card details.
ONE WORKSPACE / CONNECTED OPERATIONS