This guide walks you through the most important first steps to take after signing up so you can start getting value right away.

You don’t need to set everything up at once. Start with the basics below, then build from there.

Choose your starting path

Follow the path that matches the work you’ll do in Aptly.

Everyday team members

1. Take the Product Tour.
2. Update Your Profile Settings, then Connect a Personal Inbox if you’ll use email in Aptly.
3. Read Understanding Cards on Boards, then Managing the Task Dashboard.

Admins and workflow builders

1. Start with Aptly Overview.
2. Follow Adding Users to Aptly and Setting Up Your First Board in Aptly.
3. Read Creating an Automation, then Using Test Mode for Automations.

Step 1: Get Oriented

Begin by familiarizing yourself with the main areas of Aptly:

• Dashboard to see tasks and notifications
• Boards where your workflows live
• Inbox for email, text, and phone communication
• Contacts and Locations for synced property and contact data