This guide is designed to help new Aptly users quickly understand what each part of the platform does and how they fit together. By the end of this article, you should be able to:

• Understand how Aptly is structured
• Know where to go for common day-to-day tasks
• Confidently click around without feeling lost
• Know what to explore next based on your role

If you’re looking for step-by-step setup instructions, see our deeper guides linked throughout this article.

🎥 Prefer a visual walkthrough? Watch our 5-minute Aptly Product Tour to see these sections in action.

How Aptly is organized (high level)

Aptly is built around workflows, not just data. Most work happens on Boards, supported by Contacts, Locations, Templates, and Automations.

Think of it like this:

• Dashboard & Calendar = how you stay on top of things
• Inbox = where communication enters
• Boards = where work lives and moves
• Contacts & Locations = who and what the work is about
• Templates = how work gets done consistently

Dashboard: Your starting point