Once you have signed up to Propellor, or whenever you log in, the first page you will be taken to is the dashboard. The dashboard is designed to be the main “starting point” for Propellor, letting you see an overview of the promises that are
When you first sign up to Propellor, your account is created as a member of a subscription. It is possible to add other users to your subscription – for example if you are using Propellor in your business and you want a number of people
It is possible to add user defined items to organisations. This lets you add additional information to an organisation if the default fields provided do not meet all of your needs. To go through this walkthrough, you will need to have at least one organisation
Propellor allows you to share promises with users on other accounts, or even with other people who haven’t signed up for Propellor. In either case, the user will be able to view the promise that you have shared with them, but they will not be
In addition to the quick promise panel, it is also possible to create promises using the promise wizard. The promise wizard takes you through the process of creating a promise by breaking down the possible information that can be entered on the promise into a
This walkthrough will guide you through the process of creating a basic promise using the quick promise panel, and how to view it on the dashboard and activity feed. This walkthrough should give you enough information to let you create a promise, but for further
Propellor allows you to add organisations and contacts to your account. This walkthrough shows you how to add a contact to an already-existing organisation. To create an organisation, see the “Creating an Organisation” walkthrough. Step 1 – This walkthrough starts on the “Create Organisation” or “Edit
Once you have added a team (to do this, see the “Creating a Team” walkthrough), in order for the team to be used, you will have to add members to it. These are other users on your subscription who can then be assigned to the
If you have a number of users on your Propellor subscription, you might want to split them up into separate groups in order to assign promises so that everyone in that group can see them at once. Propellor provides “Teams” that provide you with this
Propellor provides a quick way to add Promises, using the Quick Promise panel. The quick promise panel is found on a number of different pages, but for the purposes of this walkthrough we will use the dashboard. Step 1 – Sign in to Propellor or click
