Boards
Boards
What is an Aptly Board?
Learn how to use and nagivate an Aplty Board.
Setting Up Your First Board in Aptly
Turn a real-world process into a clear, repeatable workflow
Advanced Board Settings
Customize and organize your board with board settings.
Board Fields
How to view, create, and organize your board fields
How to Update Board Privacy Settings
Set a board’s privacy.
How to Create Board Filters
Set up customized views on a board using board filters.
Using Board Filters and Copying Cards Between Boards
Copy cards from board to board to start a new process.
Using Date Criteria in Board Filters
How to use date-based filters and what each operator means
Using a Board Email Address
Learn how to generate an email address for a Board. Messages sent to the email will auto-populate as cards on the board.
Using Bulk Options on a Board
Perform bulk actions on selected cards on a board.
Using Drip Campaigns in Aptly
Use Aptly automations to create drip campaign typically used for lead boards.
Troubleshooting Common Automation Errors
How to resolve common automation errors
Export Data From A Board
Export fields on cards on a board to a .csv file.
Board Field Glossary
Board field reference for all available fields on a board.
Board Views
Overview of Board Views
Understand the different board views
Customizing and Managing Board Views
Customize board views for your team
Customizing the Kanban View
Pin and arrange fields for the kanban card preview.
Customizing the Table View
Select the filters and columns you’ll see in table view.
Understanding the Diagnostics View
Use the diagnostics view to get a pulse on your board’s health.
How to Use the Task View on a Board
Use the task view on a board to manage tasks and track performance.
Using the Board Calendar View
Visualize your board’s cards by date.
How to Add an Integration View to a Board
Embed views from integrated tools such as Google Drive, Sheets, Figma, and more.
Cards and Stages
What are Stages?
Understand how stages work within your Aptly Boards.
Create and Manage Stages on a Board
Manage stages on a board as part of a workflow.
Using Stage Groups
Learn how to leverage stage groups in your processes.
Creating, Editing, and Deleting Stages
How to customize stages on boards.
Understanding Cards on Boards
What are cards?
Card Settings
Control how cards appear, behave, and organize information on your board
Customizing Card Views on a Board
Customize what fields you see (and don’t see) on a card preview and expanded card view.
Using the Aging Indicator on a Card
Keep an eye on cards waiting for a response.
Understanding Card Sources in Aptly (Integrations)
Where do cards come from?
How Do I Use Mirror Fields?
Link information between boards.
How Do I Use Calculated Fields?
Use calculated fields to use existing fields to produce a numerical result.
How to Merge Duplicate Cards on a Board
When you have duplicate cards on a board, you can merge them.
How to Delete a Card
Learn how to delete and restore a card
How to Use Merge Fields and Form Fields in Task Descriptions
Level up your task management with dynamic task descriptions
How to Change the Title of a Card
Use auto-card naming to title the cards on your workflow boards.
Accessing Card History
See what’s happened on a card
Searching for Cards in Aptly
Use different search options to locate a card in Aptly.
How to Manually Update a Card
Make a manual refresh on a card to bring in new data.
Using Call Crusher or Bulk Calling
Call Crusher allows you to call multiple contacts right from your board