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  • Introduction
  • Tutorials
    • Tutorials
    • How to create a company?
    • How to edit your company information?
    • How to delete your company?
    • How to create a product?
    • How to edit product information?
    • How to delete a product?
    • How to add a pipeline stage?
    • How to edit a pipeline stage?
    • How to remove a pipeline stage?
    • How to create a role?
    • How to edit role information?
    • How to change role privileges?
    • How to assign personnel to a role?
    • How to delete role?
    • How to request a consultation [as a client]?
    • How to create a consultation [as an owner/personnel]?
    • How to edit consultation information?
    • How to create an assignment record?
    • How to edit assignment information?
    • How to delete an assignment record?
    • How to create a client record?
    • How to send an invite to a client?
    • How to edit client information?
    • How to delete a client record?
    • How to create a handbook?
    • How to add pages to a handbook?
    • How to edit handbook information?
    • How to delete a handbook?
    • How to create a personnel record?
    • How to send an invite to a personnel?
    • How to edit personnel information?
    • How to delete a personnel record?
    • How to create a workflow?
    • What is a trigger?
    • What is a module?
    • How to add a module?
    • How to select data from another module?
    • How to change trigger/module?
    • How to delete module?
    • How to add router node?
    • How to change background color/text color?
    • How to auto arrange modules?
    • How to delete workflow?
    • How to turn grid on?
    • How to change grid size?
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Tutorials

Tutorials

The tutorials page features a curated collection of instructional guides and learning resources, providing users with step-by-step guidance on various topics. It includes clickable links leading to in-depth tutorials, allowing users to easily navigate and access detailed information on specific subjects of interest. The page is designed to facilitate a user-friendly learning experience with convenient access to valuable educational content.

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Basics

  • How to create a company?

  • How to edit your company information?

  • How to delete your company?

  • How to create a product?

  • How to edit product information?

  • How to delete a product?

  • How to add a pipeline stage?

  • How to edit a pipeline stage?

  • How to remove a pipeline stage?

  • How to create a role?

  • How to edit role information?

  • How to change role privileges?

  • How to assign personnel to a role?

  • How to delete role?

  • How to request a consultation as a client?

  • How to create a consultation as an owner/personnel?

  • How to edit consultation information?

  • How to create an assignment record?

  • How to edit assignment information?

  • How to delete an assignment record?

  • How to create a client record?

  • How to send an invite to a client?

  • How to edit client information?

  • How to delete a client record?

  • How to create a handbook?

  • How to add pages to a handbook?

  • How to edit handbook information?

  • How to delete a handbook?

  • How to create a personnel record?

  • How to send an invite to a personnel?

  • How to edit personnel information?

  • How to delete a personnel record?

​
Workflows

  • How to create a workflow?

  • What is a trigger?

  • What is a module?

  • How to add a module?

  • How to select data from another module?

  • How to change trigger/module?

  • How to delete module?

  • How to add router node?

  • How to change background color/text color?

  • How to auto arrange modules?

  • How to delete workflow?

  • How to turn grid on?

  • How to change grid size?

​
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IntroductionHow to create a company?
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