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I'm Ash. I answer from these docs and link the pages I used.
Popular questions
- How do records open?Records open in a side peek, a center peek or a full page. Plya remembers side or center for each kind of record.Basics
- How do I add a record to the canvas?Place an existing project, contact, note or other record as a card, or create a new one right on the board.Canvas
- How do I create a project?Start a project from the Projects page, the canvas or Ash, and fill in its details.Projects
- How do I add a task?Add tasks quickly from the Tasks page, a record, the canvas or Ash, with a due date, priority and links.Tasks
- How do I write and format a note?Start a note, format it with the toolbar or typing shortcuts, and add images.Notes
- How do I add a contact?Add a person to Network, with their organization, tags and status, and edit them later.Network
- How do I start a pipeline?Start a pipeline from a template, then rename, add and remove stages and outcomes.Outreach
- How do I connect Stripe?Link your own Stripe account so clients can pay your invoices online.Finance
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