Home
Home is the first page you see. With two or more people in the studio, Mine and Team at the top switch between your own work and the whole studio's.
What should I do next? shows one thing at a time: first what a client is waiting for (below), then late tasks, today's meetings, overdue invoices, proposals waiting for an answer and tasks due soon. Skip shows the next one; once you've skipped them all, Show again brings them back.
Needs you
Under it, Needs you lists what a client is waiting on the studio for. It only appears when there's something, and each item also reaches the bell.
- Payment to confirm: a client says they paid an invoice. Check opens the invoice where you confirm it.
- Contract to sign: the client signed and the studio's signature is missing. Review and sign opens it. Only the owner and admins get this one.
- Proposal accepted: a proposal accepted today or yesterday. Next steps opens it; once opened from here, it leaves the list.
Payments and proposals show only to people who can see money. Viewers and freelancers don't get them.
Arrange your Home
- Click Arrange at the top of Home.
- Drag the blocks where you want them (on a phone, hold a block, then drag). Hide takes one away and Add widget brings it back.
- Click Done.
Blocks you can show include Studio numbers, My time, Projects needing attention, Invoices to receive, Proposals awaiting a reply, Lead follow-ups, Today on the calendar, Overdue tasks and Starred. Each person arranges their own Home, and blocks about money only show to people who can see it.
The Inbox
Everything that notifies you lands in Inbox, even when pushes are off. The bell at the top shows the latest; View all in inbox opens the page. The tabs filter the list:
- All and Unread.
- For me: mentions, messages, tasks and projects given to you, invitations, bookings, lead follow-ups and website requests.
- Mentions and Assignments.
- Clients: approvals and comments, files the client sent, proposals and invoices they opened or answered.
- Payments: overdue invoices and invoices the client opened.
- Activity: changes to projects and tasks, and reminders.
- Snoozed, shown only while something is snoozed.
Act on a notification
- Click it to open what it's about.
- The tick marks it as read; on a read one, the envelope marks it as unread again. Mark all read does the whole list, and Clear read removes the ones already read.
- The clock, on an unread one, snoozes it: 1 hour, Tomorrow, Next week or Pick a date…. It comes back to the Inbox then. In Snoozed, Bring back now returns it sooner.
- Some can be handled right there: Mark done on a task given to you, Accept or Decline an event invitation, Reply to a message, and Invite or Ignore a request to join.
- On the computer, right-click a notification for the same options.
On the phone, swipe an unread notification to the right to mark it as read, or to the left to snooze it until tomorrow. To choose which kinds reach you, see Install the app and get notifications.