The + menu
New (top right on the computer, the round + at the bottom on the phone) creates a task, event, note, message, lead, client, proposal, project, invoice or member, or starts the timer. What you see depends on your role.
Search
The magnifier at the top, ⌘K (Ctrl K on Windows) and / all open the same search bar, from anywhere, even while typing. On the phone it fills the screen.
- Type a name to find any client, project, task, event, lead, invoice, proposal, note, file or conversation. The Best match comes first; See all results shows every match on one page.
- Type a page name to go there, or an action such as starting the timer.
- Type something that doesn't exist and press Enter to add it as a task.
- Type a question, such as "how do I send an invoice?", and the help guides that cover it appear, with Ask gridOS.
Ask gridOS
Ask gridOS answers a question about using gridOS in a few lines, written from these help guides only, and shows the guides it used. It can be wrong: if in doubt, open the guide. Each studio has a number of questions a month (see Plan and billing); the same question twice in a row doesn't count again.
Shortcuts worth knowing
- N opens the + menu. / jumps to search. ? lists every shortcut.
- G then a letter goes to a page: G T tasks, G P projects, G C clients, G A calendar.
- ⌘Z undoes the last change that offered Undo.
Windows
On the computer, a client, project, task, invoice or lead opens in a large window over the page you were on. — keeps it in the bar at the bottom of the screen, to open again with one click; × closes it.
Something new opens in a small window at the bottom right, so you can keep looking at the page while you fill it in. — minimises it and ↗ makes it full screen; there, ↙ brings back the small window. What you typed is kept.
Your Home
What should I do next? picks one thing at a time: late tasks first, then today's meetings, overdue invoices, proposals waiting for an answer and tasks due soon.
To change the page, click Arrange, drag the blocks, hide what you don't use, and click Done. Each person arranges their own Home.